SmartFinancial, Inc.(SMBK)

$51.97—

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SmartFinancial, Inc.(SMBK)

NYSE

$51.97—

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SMBK(SMBK)

SMBK

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Institutional Ownership

Top 228 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	1.47M	Jun 30, 26	+183.64K	8.59%
DIMENSIONAL FUND ADVISORS LP	836.09K	Jun 30, 26	-302	4.89%
VANGUARD CAPITAL MANAGEMENT LLC	679.82K	Jun 30, 26	-598	3.98%
WELLINGTON MANAGEMENT GROUP LLP	594.39K	Jun 30, 26	-80.96K	3.48%
STATE STREET CORP	457.06K	Jun 30, 26	+16.53K	2.67%
AMERICAN CENTURY COMPANIES INC	448.67K	Jun 30, 26	+76.85K	2.62%
Private Capital Management, LLC	432.51K	Jun 30, 26	+4.37K	2.53%
GEODE CAPITAL MANAGEMENT, LLC	381.42K	Jun 30, 26	+26.06K	2.23%
ACADIAN ASSET MANAGEMENT LLC	346.49K	Jun 30, 26	+62.31K	2.03%
First Eagle Investment Management, LLC	319.34K	Jun 30, 26	+95.30K	1.87%
Cravens & Co Advisors, LLC	220.40K	Jun 30, 26	-30	1.29%
SALZHAUER MICHAEL	211.01K	Jun 30, 26	-1.66K	1.23%
TWO SIGMA INVESTMENTS, LP	188.43K	Jun 30, 26	+18.55K	1.10%
CSM Advisors, LLC	184.03K	Jun 30, 26	+12.86K	1.08%
MORGAN STANLEY	182.85K	Jun 30, 26	+11.90K	1.07%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	180.33K	Jun 30, 26	+10.59K	1.05%
NORTHERN TRUST CORP	152.90K	Jun 30, 26	+8.35K	0.89%
ALLIANCEBERNSTEIN L.P.	151.89K	Jun 30, 26	+1.04K	0.89%
Stieven Capital Advisors, L.P.	147.53K	Jun 30, 26	+300	0.86%
RENAISSANCE TECHNOLOGIES LLC	147.18K	Jun 30, 26	-5.09K	0.86%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	143.50K	Jun 30, 26	+6.25K	0.84%
North Reef Capital Management LP	137.09K	Jun 30, 26	+1	0.80%
Sixth Street Partners Management Company, L.P.	123.93K	Jun 30, 26	+123.93K	0.72%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	123.93K	Jun 30, 26	+2.28K	0.72%
Nuveen, LLC	112.73K	Jun 30, 26	+15.80K	0.66%
VANGUARD FIDUCIARY TRUST CO	99.33K	Jun 30, 26	+4.80K	0.58%
BANC FUNDS CO LLC	97.63K	Jun 30, 26	-52.46K	0.57%
JPMORGAN CHASE & CO	94.24K	Jun 30, 26	-181	0.55%
ZACKS INVESTMENT MANAGEMENT	91.70K	Jun 30, 26	+6.71K	0.54%
Connor, Clark & Lunn Investment Management Ltd.	86.33K	Jun 30, 26	-7.27K	0.50%
GOLDMAN SACHS GROUP INC	80.57K	Jun 30, 26	-49.30K	0.47%
Bank of New York Mellon Corp	79.83K	Jun 30, 26	-889	0.47%
Russell Investments Group, Ltd.	78.65K	Jun 30, 26	-24.20K	0.46%
MILLENNIUM MANAGEMENT LLC	69.88K	Jun 30, 26	-22.80K	0.41%
PANAGORA ASSET MANAGEMENT INC	65.65K	Jun 30, 26	+1.60K	0.38%
MARTINGALE ASSET MANAGEMENT L P	65.32K	Jun 30, 26	+11.55K	0.38%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	63.77K	Jun 30, 26	+13.39K	0.37%
AQR CAPITAL MANAGEMENT LLC	63.27K	Jun 30, 26	+13.38K	0.37%
Trexquant Investment LP	62.22K	Jun 30, 26	+39.02K	0.36%
Elizabeth Park Capital Advisors, Ltd.	59.04K	Jun 30, 26	-5.00K	0.35%
FIRST TRUST ADVISORS LP	48.82K	Jun 30, 26	+2.23K	0.29%
RAYMOND JAMES FINANCIAL INC	47.34K	Jun 30, 26	+52	0.28%
STIFEL FINANCIAL CORP	46.21K	Jun 30, 26	-3.40K	0.27%
REGIONS FINANCIAL CORP	46.14K	Jun 30, 26	--	0.27%
BANK OF AMERICA CORP /DE/	46.12K	Jun 30, 26	-1.32K	0.27%
LOS ANGELES CAPITAL MANAGEMENT LLC	43.84K	Jun 30, 26	+1.77K	0.26%
Rather & Kittrell, Inc.	40.63K	Jun 30, 26	+21.40K	0.24%
D. E. Shaw & Co., Inc.	36.71K	Jun 30, 26	-5.84K	0.21%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	34.94K	Jun 30, 26	--	0.20%
Quantinno Capital Management LP	34.09K	Jun 30, 26	+13.30K	0.20%
SlateStone Wealth, LLC	29.30K	Jun 30, 26	--	0.17%
CALDWELL SUTTER CAPITAL, INC.	28.43K	Jun 30, 26	--	0.17%
Creative Planning	27.90K	Jun 30, 26	+2.23K	0.16%
FRANKLIN RESOURCES INC	27.65K	Jun 30, 26	-3.72K	0.16%
VICTORY CAPITAL MANAGEMENT INC	27.60K	Jun 30, 26	+750	0.16%
BNP PARIBAS ARBITRAGE, SNC	23.64K	Jun 30, 26	+5.65K	0.14%
CAPTRUST FINANCIAL ADVISORS	23.29K	Jun 30, 26	+157	0.14%
CITADEL ADVISORS LLC	23.14K	Jun 30, 26	+13.11K	0.14%
LBMC INVESTMENT ADVISORS, LLC	23.05K	Jun 30, 26	--	0.13%
HSBC HOLDINGS PLC	22.68K	Jun 30, 26	+472	0.13%
BAILARD, INC.	21.80K	Jun 30, 26	+600	0.13%
FMR LLC	20.89K	Jun 30, 26	+15.07K	0.12%
LeConte Wealth Management, LLC	20.34K	Jun 30, 26	+19	0.12%
PRINCIPAL FINANCIAL GROUP INC	19.36K	Jun 30, 26	+1.23K	0.11%
RHUMBLINE ADVISERS	19.27K	Jun 30, 26	+941	0.11%
Invesco Ltd.	18.50K	Jun 30, 26	-4.94K	0.11%
EQUITABLE TRUST CO	17.54K	Jun 30, 26	+6.06K	0.10%
NewEdge Advisors, LLC	17.14K	Jun 30, 26	-12.29K	0.10%
SILVER OAK SECURITIES, INCORPORATED	16.02K	Jun 30, 26	--	0.09%
BARCLAYS PLC	15.64K	Jun 30, 26	-1.03K	0.09%
SG Americas Securities, LLC	15.49K	Jun 30, 26	+1.71K	0.09%
Man Group plc	15.45K	Jun 30, 26	+1.89K	0.09%
Squarepoint Ops LLC	15.44K	Jun 30, 26	+7.96K	0.09%
STRS OHIO	15.40K	Jun 30, 26	-400	0.09%
DEUTSCHE BANK AG\	15.26K	Jun 30, 26	+4.03K	0.09%
Cambridge Investment Research Advisors, Inc.	14.56K	Jun 30, 26	-13	0.09%
Inspire Investing, LLC	14.49K	Jun 30, 26	+1.43K	0.08%
TRUIST FINANCIAL CORP	14.39K	Jun 30, 26	+26	0.08%
CITIGROUP INC	14.31K	Jun 30, 26	+4.00K	0.08%
STATE OF WISCONSIN INVESTMENT BOARD	13.92K	Jun 30, 26	+2.25K	0.08%
OCCUDO QUANTITATIVE STRATEGIES LP	13.46K	Jun 30, 26	+4.90K	0.08%
WELLS FARGO & COMPANY/MN	13.30K	Jun 30, 26	+7.57K	0.08%
Geneos Wealth Management Inc.	13.10K	Jun 30, 26	--	0.08%
PRICE T ROWE ASSOCIATES INC /MD/	12.75K	Jun 30, 26	+1.46K	0.07%
AGP FRANKLIN, LLC	12.36K	Jun 30, 26	+649	0.07%
CANADA PENSION PLAN INVESTMENT BOARD	12.20K	Jun 30, 26	--	0.07%
Evergreen Advisors, LLC	11.86K	Jun 30, 26	+26	0.07%
KENNEDY CAPITAL MANAGEMENT LLC	11.36K	Jun 30, 26	-12.35K	0.07%
XTX Topco Ltd	11.15K	Jun 30, 26	+11.15K	0.07%
UBS Group AG	10.87K	Jun 30, 26	-1.97K	0.06%
MetLife Investment Management, LLC	9.36K	Jun 30, 26	--	0.05%
HRT FINANCIAL LP	9.32K	Jun 30, 26	-6.98K	0.05%
Y-Intercept (Hong Kong) Ltd	9.23K	Jun 30, 26	-11.05K	0.05%
Qube Research & Technologies Ltd	9.03K	Jun 30, 26	-104.72K	0.05%
Aptus Capital Advisors, LLC	9.03K	Jun 30, 26	+1.42K	0.05%
Hillsdale Investment Management Inc.	8.84K	Jun 30, 26	+10	0.05%
Cetera Investment Advisers	8.35K	Jun 30, 26	+9	0.05%
Sequoia Financial Advisors, LLC	7.92K	Jun 30, 26	+7.92K	0.05%
CAP Partners, LLC	7.91K	Jun 30, 26	--	0.05%
HHM Wealth Advisors, LLC	7.33K	Jun 30, 26	+2.25K	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	7.19K	Jun 30, 26	+189	0.04%
Quadrature Capital Ltd	7.18K	Jun 30, 26	+7.18K	0.04%
1492 Capital Management LLC	6.90K	Jun 30, 26	--	0.04%
Yorktown Management & Research Co Inc	6.75K	Jun 30, 26	--	0.04%
Engineers Gate Manager LP	6.57K	Jun 30, 26	+990	0.04%
EntryPoint Capital, LLC	6.57K	Jun 30, 26	--	0.04%
Welch Group, LLC	6.50K	Jun 30, 26	--	0.04%
NEW YORK STATE COMMON RETIREMENT FUND	6.43K	Jun 30, 26	+2.20K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	6.24K	Jun 30, 26	+895	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	5.56K	Jun 30, 26	-952	0.03%
Voleon Capital Management LP	5.55K	Jun 30, 26	-1.74K	0.03%
Rafferty Asset Management, LLC	5.48K	Jun 30, 26	-2.93K	0.03%
Vanguard Global Advisers, LLC	5.47K	Jun 30, 26	--	0.03%
Semanteon Capital Management, LP	5.36K	Jun 30, 26	+5.36K	0.03%
Wealth Preservation Advisors, LLC	5.26K	Jun 30, 26	--	0.03%
GSA CAPITAL PARTNERS LLP	5.11K	Jun 30, 26	+5.11K	0.03%
Susquehanna Portfolio Strategies, LLC	4.94K	Jun 30, 26	-4.61K	0.03%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	4.76K	Jun 30, 26	+4.76K	0.03%
Schonfeld Strategic Advisors LLC	4.69K	Jun 30, 26	+4.69K	0.03%
Police & Firemen's Retirement System of New Jersey	4.55K	Jun 30, 26	+1.03K	0.03%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	4.52K	Jun 30, 26	+4.52K	0.03%
Summit Global Investments	4.51K	Jun 30, 26	+4.51K	0.03%
Diversified Trust Co	4.39K	Jun 30, 26	+4.39K	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	4.33K	Jun 30, 26	+4.33K	0.03%
Virtus ETF Advisers LLC	4.27K	Jun 30, 26	+105	0.02%
VOYA INVESTMENT MANAGEMENT LLC	4.27K	Jun 30, 26	+4.27K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	2.88K	Jun 30, 26	+167	0.02%
State of Alaska, Department of Revenue	2.10K	Jun 30, 26	--	0.01%
SIGNATUREFD, LLC	2.00K	Jun 30, 26	+1.77K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.95K	Jun 30, 26	--	0.01%
Kemnay Advisory Services Inc.	1.94K	Jun 30, 26	+1.94K	0.01%
US BANCORP \DE\	1.92K	Jun 30, 26	+1.91K	0.01%
NISA INVESTMENT ADVISORS, LLC	1.58K	Jun 30, 26	+370	0.01%
Legal & General Group Plc	1.53K	Jun 30, 26	+183	0.01%
SRS Capital Advisors, Inc.	1.51K	Jun 30, 26	+1.32K	0.01%
Ameritas Investment Partners, Inc.	1.42K	Jun 30, 26	+202	0.01%
Tower Research Capital LLC (TRC)	1.26K	Jun 30, 26	-1.14K	0.01%
Tripletail Wealth Management, LLC	970	Jun 30, 26	--	0.01%
CULLEN/FROST BANKERS, INC.	771	Jun 30, 26	+85	0.00%
ROYAL BANK OF CANADA	719	Jun 30, 26	+583	0.00%
Versant Capital Management, Inc	674	Jun 30, 26	--	0.00%
PROFFITT & GOODSON INC	600	Jun 30, 26	--	0.00%
FEDERATED HERMES, INC.	571	Jun 30, 26	+62	0.00%
EverSource Wealth Advisors, LLC	431	Jun 30, 26	-329	0.00%
ADVISOR GROUP HOLDINGS, INC.	340	Jun 30, 26	+317	0.00%
Parallel Advisors, LLC	313	Jun 30, 26	+313	0.00%
Pinnacle Wealth Planning Services, Inc.	282	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	275	Jun 30, 26	+275	0.00%
Aquatic Capital Management LLC	270	Jun 30, 26	+270	0.00%
Sterling Capital Management LLC	267	Jun 30, 26	-166	0.00%
HARBOR CAPITAL ADVISORS, INC.	263	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	208	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	182	Jun 30, 26	--	0.00%
Allworth Financial LP	156	Jun 30, 26	+42	0.00%
JONES FINANCIAL COMPANIES LLLP	144	Jun 30, 26	-31	0.00%
GAMMA Investing LLC	130	Jun 30, 26	--	0.00%
Larson Financial Group LLC	115	Jun 30, 26	+35	0.00%
MASSMUTUAL TRUST CO FSB/ADV	95	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	81	Jun 30, 26	+81	0.00%
Aster Capital Management (DIFC) Ltd	75	Jun 30, 26	+75	0.00%
Farther Finance Advisors, LLC	58	Jun 30, 26	+42	0.00%
IFP Advisors, Inc	47	Jun 30, 26	+12	0.00%
ROTHSCHILD INVESTMENT LLC	45	Jun 30, 26	+24	0.00%
Optiver Holding B.V.	36	Jun 30, 26	-112	0.00%
HUNTINGTON NATIONAL BANK	32	Jun 30, 26	+6	0.00%
FIFTH THIRD BANCORP	28	Jun 30, 26	+28	0.00%
CHILTON CAPITAL MANAGEMENT LLC	28	Jun 30, 26	--	0.00%
Fortitude Family Office, LLC	27	Jun 30, 26	+27	0.00%
True Wealth Design, LLC	25	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	17	Jun 30, 26	+17	0.00%
ASSETMARK, INC	6	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	1	Jun 30, 26	+1	0.00%
Clearstead Advisors, LLC	1	Jun 30, 26	+1	0.00%
SIMPLEX TRADING, LLC	--	Jun 30, 26	-93	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-5.28K	--
ALGERT GLOBAL LLC	--	Jun 30, 26	-6.48K	--
Advisory Services Network, LLC	--	Jun 30, 26	-679	--
Tennessee Valley Asset Management Partners	--	Jun 30, 26	-6.26K	--
Root Financial Partners, LLC	--	Jun 30, 26	-13	--
TUDOR INVESTMENT CORP ET AL	--	Jun 30, 26	-45.70K	--
JACOBS LEVY EQUITY MANAGEMENT, INC	--	Jun 30, 26	-5.27K	--
MAI Capital Management	--	Jun 30, 26	-13	--
Point72 Asset Management, L.P.	--	Jun 30, 26	-10.77K	--
Polymer Capital Management (US) LLC	--	Jun 30, 26	-7.91K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-8.83K	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-221	--
TWO SIGMA INVESTMENTS, LP	169.88K	Mar 31, 26	+45.23K	0.99%
DEPRINCE RACE & ZOLLO INC	127.72K	Mar 31, 26	-4.34K	0.75%
Empowered Funds, LLC	80.74K	Mar 31, 26	-6.22K	0.47%
BANK OF AMERICA CORP /DE/	47.44K	Mar 31, 26	+28.28K	0.28%
BROOKS, MOORE & ASSOCIATES, INC.	11.35K	Mar 31, 26	--	0.07%
PRICE T ROWE ASSOCIATES INC /MD/	11.30K	Mar 31, 26	+2.62K	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.83K	Mar 31, 26	+8.83K	0.05%
Ridgepath Capital Management LLC	6.14K	Mar 31, 26	-50	0.04%
JACOBS LEVY EQUITY MANAGEMENT, INC	5.27K	Mar 31, 26	+5.27K	0.03%
CWM, LLC	2.96K	Mar 31, 26	+40	0.02%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	995	Mar 31, 26	--	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	829	Mar 31, 26	-66	0.00%
QUADRANT CAPITAL GROUP LLC	221	Mar 31, 26	--	0.00%
VANGUARD GROUP INC	850.82K	Dec 31, 25	+3.85K	4.98%
TWO SIGMA ADVISERS, LP	61.90K	Dec 31, 25	+10.30K	0.36%
Brandywine Global Investment Management, LLC	24.56K	Dec 31, 25	-800	0.14%
Quest Partners LLC	5.58K	Dec 31, 25	+2.74K	0.03%
PINNACLE FINANCIAL PARTNERS INC	21.76K	Sep 30, 25	--	0.13%
Stonegate Investment Group, LLC	11.69K	Sep 30, 25	--	0.07%
Cubist Systematic Strategies, LLC	8.85K	Sep 30, 25	-238	0.05%
Point72 Asia (Singapore) Pte. Ltd.	758	Sep 30, 25	-177	0.00%
Point72 (DIFC) Ltd	183	Sep 30, 25	+79	0.00%
Foundry Partners, LLC	183.16K	Mar 31, 25	-1.10K	1.07%
Lindbrook Capital, LLC	141	Mar 31, 25	-6	0.00%
Nuveen Asset Management, LLC	43.95K	Dec 31, 24	--	0.26%
FinTrust Capital Advisors, LLC	659	Sep 30, 24	--	0.00%
Naples Money Management LLC	470	Sep 30, 24	--	0.00%
BlackRock Inc.	1.37M	Jun 30, 24	-7.40K	7.99%
BENJAMIN F. EDWARDS & COMPANY, INC.	250	Jun 30, 24	--	0.00%
CREDIT SUISSE AG/	11.80K	Mar 31, 24	--	0.07%
EA Series Trust	46.05K	Jun 30, 23	+46.05K	0.27%
Walthausen & Co., LLC	63.90K	Sep 30, 22	--	0.37%
Spectrum Management Group, LLC	11.38K	Sep 30, 22	+11.38K	0.07%
EXANE DERIVATIVES	173	Jun 30, 22	-722	0.00%
Amalgamated Financial Corp.	1.67K	Mar 31, 22	+1.67K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	11.78K	Dec 31, 19	--	0.07%
SUNTRUST BANKS INC	20.17K	Sep 30, 19	--	0.12%
TIAA CREF INVESTMENT MANAGEMENT LLC	21.46K	Mar 31, 19	-166	0.13%
TEACHERS ADVISORS, LLC	18.28K	Mar 31, 19	--	0.11%
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	200	Dec 31, 17	+200	0.00%
BlackRock Fund Advisors	1.89K	Dec 31, 16	+540	0.01%
BlackRock Investment Management, LLC	828	Dec 31, 16	--	0.00%

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Holder

Date

Change

% Held

BlackRock, Inc.

1.47M

Jun 30, 26

+183.64K

8.59%

DIMENSIONAL FUND ADVISORS LP

836.09K

Jun 30, 26

-302

4.89%

VANGUARD CAPITAL MANAGEMENT LLC

679.82K

Jun 30, 26

-598

3.98%

WELLINGTON MANAGEMENT GROUP LLP

594.39K

Jun 30, 26

-80.96K

3.48%

STATE STREET CORP

457.06K

Jun 30, 26

+16.53K

2.67%

AMERICAN CENTURY COMPANIES INC

448.67K

Jun 30, 26

+76.85K

2.62%

Private Capital Management, LLC

432.51K

Jun 30, 26

+4.37K

2.53%

GEODE CAPITAL MANAGEMENT, LLC

381.42K

Jun 30, 26

+26.06K

2.23%

ACADIAN ASSET MANAGEMENT LLC

346.49K

Jun 30, 26

+62.31K

2.03%

First Eagle Investment Management, LLC

319.34K

Jun 30, 26

+95.30K

1.87%

Cravens & Co Advisors, LLC

220.40K

Jun 30, 26

-30

1.29%

SALZHAUER MICHAEL

211.01K

Jun 30, 26

-1.66K

1.23%

TWO SIGMA INVESTMENTS, LP

188.43K

Jun 30, 26

+18.55K

1.10%

CSM Advisors, LLC

184.03K

Jun 30, 26

+12.86K

1.08%

MORGAN STANLEY

182.85K

Jun 30, 26

+11.90K

1.07%

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

180.33K

Jun 30, 26

+10.59K

1.05%

NORTHERN TRUST CORP

152.90K

Jun 30, 26

+8.35K

0.89%

ALLIANCEBERNSTEIN L.P.

151.89K

Jun 30, 26

+1.04K

0.89%

Stieven Capital Advisors, L.P.

147.53K

Jun 30, 26

+300

0.86%

RENAISSANCE TECHNOLOGIES LLC

147.18K

Jun 30, 26

-5.09K

0.86%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

143.50K

Jun 30, 26

+6.25K

0.84%

North Reef Capital Management LP

137.09K

Jun 30, 26

0.80%

Sixth Street Partners Management Company, L.P.

123.93K

Jun 30, 26

+123.93K

0.72%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

123.93K

Jun 30, 26

+2.28K

0.72%

Nuveen, LLC

112.73K

Jun 30, 26

+15.80K

0.66%

VANGUARD FIDUCIARY TRUST CO

99.33K

Jun 30, 26

+4.80K

0.58%

BANC FUNDS CO LLC

97.63K

Jun 30, 26

-52.46K

0.57%

JPMORGAN CHASE & CO

94.24K

Jun 30, 26

-181

0.55%

ZACKS INVESTMENT MANAGEMENT

91.70K

Jun 30, 26

+6.71K

0.54%

Connor, Clark & Lunn Investment Management Ltd.

86.33K

Jun 30, 26

-7.27K

0.50%

GOLDMAN SACHS GROUP INC

80.57K

Jun 30, 26

-49.30K

0.47%

Bank of New York Mellon Corp

79.83K

Jun 30, 26

-889

0.47%

Russell Investments Group, Ltd.

78.65K

Jun 30, 26

-24.20K

0.46%

MILLENNIUM MANAGEMENT LLC

69.88K

Jun 30, 26

-22.80K

0.41%

PANAGORA ASSET MANAGEMENT INC

65.65K

Jun 30, 26

+1.60K

0.38%

MARTINGALE ASSET MANAGEMENT L P

65.32K

Jun 30, 26

+11.55K

0.38%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

63.77K

Jun 30, 26

+13.39K

0.37%

AQR CAPITAL MANAGEMENT LLC

63.27K

Jun 30, 26

+13.38K

0.37%

Trexquant Investment LP

62.22K

Jun 30, 26

+39.02K

0.36%

Elizabeth Park Capital Advisors, Ltd.

59.04K

Jun 30, 26

-5.00K

0.35%

FIRST TRUST ADVISORS LP

48.82K

Jun 30, 26

+2.23K

0.29%

RAYMOND JAMES FINANCIAL INC

47.34K

Jun 30, 26

+52

0.28%

STIFEL FINANCIAL CORP

46.21K

Jun 30, 26

-3.40K

0.27%

REGIONS FINANCIAL CORP

46.14K

Jun 30, 26

0.27%

BANK OF AMERICA CORP /DE/

46.12K

Jun 30, 26

-1.32K

0.27%

LOS ANGELES CAPITAL MANAGEMENT LLC

43.84K

Jun 30, 26

+1.77K

0.26%

Rather & Kittrell, Inc.

40.63K

Jun 30, 26

+21.40K

0.24%

D. E. Shaw & Co., Inc.

36.71K

Jun 30, 26

-5.84K

0.21%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

34.94K

Jun 30, 26

0.20%

Quantinno Capital Management LP

34.09K

Jun 30, 26

+13.30K

0.20%

SlateStone Wealth, LLC

29.30K

Jun 30, 26

0.17%

CALDWELL SUTTER CAPITAL, INC.

28.43K

Jun 30, 26

0.17%

Creative Planning

27.90K

Jun 30, 26

+2.23K

0.16%

FRANKLIN RESOURCES INC

27.65K

Jun 30, 26

-3.72K

0.16%

VICTORY CAPITAL MANAGEMENT INC

27.60K

Jun 30, 26

+750

0.16%

BNP PARIBAS ARBITRAGE, SNC

23.64K

Jun 30, 26

+5.65K

0.14%

CAPTRUST FINANCIAL ADVISORS

23.29K

Jun 30, 26

+157

0.14%

CITADEL ADVISORS LLC

23.14K

Jun 30, 26

+13.11K

0.14%

LBMC INVESTMENT ADVISORS, LLC

23.05K

Jun 30, 26

0.13%

HSBC HOLDINGS PLC

22.68K

Jun 30, 26

+472

0.13%

BAILARD, INC.

21.80K

Jun 30, 26

+600

0.13%

FMR LLC

20.89K

Jun 30, 26

+15.07K

0.12%

LeConte Wealth Management, LLC

20.34K

Jun 30, 26

+19

0.12%

PRINCIPAL FINANCIAL GROUP INC

19.36K

Jun 30, 26

+1.23K

0.11%

RHUMBLINE ADVISERS

19.27K

Jun 30, 26

+941

0.11%

Invesco Ltd.

18.50K

Jun 30, 26

-4.94K

0.11%

EQUITABLE TRUST CO

17.54K

Jun 30, 26

+6.06K

0.10%

NewEdge Advisors, LLC

17.14K

Jun 30, 26

-12.29K

0.10%

SILVER OAK SECURITIES, INCORPORATED

16.02K

Jun 30, 26

0.09%

BARCLAYS PLC

15.64K

Jun 30, 26

-1.03K

0.09%

SG Americas Securities, LLC

15.49K

Jun 30, 26

+1.71K

0.09%

Man Group plc

15.45K

Jun 30, 26

+1.89K

0.09%

Squarepoint Ops LLC

15.44K

Jun 30, 26

+7.96K

0.09%

STRS OHIO

15.40K

Jun 30, 26

-400

0.09%

DEUTSCHE BANK AG\

15.26K

Jun 30, 26

+4.03K

0.09%

Cambridge Investment Research Advisors, Inc.

14.56K

Jun 30, 26

-13

0.09%

Inspire Investing, LLC

14.49K

Jun 30, 26

+1.43K

0.08%

TRUIST FINANCIAL CORP

14.39K

Jun 30, 26

+26

0.08%

CITIGROUP INC

14.31K

Jun 30, 26

+4.00K

0.08%

STATE OF WISCONSIN INVESTMENT BOARD

13.92K

Jun 30, 26

+2.25K

0.08%

OCCUDO QUANTITATIVE STRATEGIES LP

13.46K

Jun 30, 26

+4.90K

0.08%

WELLS FARGO & COMPANY/MN

13.30K

Jun 30, 26

+7.57K

0.08%

Geneos Wealth Management Inc.

13.10K

Jun 30, 26

0.08%

PRICE T ROWE ASSOCIATES INC /MD/

12.75K

Jun 30, 26

+1.46K

0.07%

AGP FRANKLIN, LLC

12.36K

Jun 30, 26

+649

0.07%

CANADA PENSION PLAN INVESTMENT BOARD

12.20K

Jun 30, 26

0.07%

Evergreen Advisors, LLC

11.86K

Jun 30, 26

+26

0.07%

KENNEDY CAPITAL MANAGEMENT LLC

11.36K

Jun 30, 26

-12.35K

0.07%

XTX Topco Ltd

11.15K

Jun 30, 26

+11.15K

0.07%

UBS Group AG

10.87K

Jun 30, 26

-1.97K

0.06%

MetLife Investment Management, LLC

9.36K

Jun 30, 26

0.05%

HRT FINANCIAL LP

9.32K

Jun 30, 26

-6.98K

0.05%

Y-Intercept (Hong Kong) Ltd

9.23K

Jun 30, 26

-11.05K

0.05%

Qube Research & Technologies Ltd

9.03K

Jun 30, 26

-104.72K

0.05%

Aptus Capital Advisors, LLC

9.03K

Jun 30, 26

+1.42K

0.05%

Hillsdale Investment Management Inc.

8.84K

Jun 30, 26

+10

0.05%

Cetera Investment Advisers

8.35K

Jun 30, 26

0.05%

Sequoia Financial Advisors, LLC

7.92K

Jun 30, 26

+7.92K

0.05%

CAP Partners, LLC

7.91K

Jun 30, 26

0.05%

HHM Wealth Advisors, LLC

7.33K

Jun 30, 26

+2.25K

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

7.19K

Jun 30, 26

+189

0.04%

Quadrature Capital Ltd

7.18K

Jun 30, 26

+7.18K

0.04%

1492 Capital Management LLC

6.90K

Jun 30, 26

0.04%

Yorktown Management & Research Co Inc

6.75K

Jun 30, 26

0.04%

Engineers Gate Manager LP

6.57K

Jun 30, 26

+990

0.04%

EntryPoint Capital, LLC

6.57K

Jun 30, 26

0.04%

Welch Group, LLC

6.50K

Jun 30, 26

0.04%

NEW YORK STATE COMMON RETIREMENT FUND

6.43K

Jun 30, 26

+2.20K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

6.24K

Jun 30, 26

+895

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

5.56K

Jun 30, 26

-952

0.03%

Voleon Capital Management LP

5.55K

Jun 30, 26

-1.74K

0.03%

Rafferty Asset Management, LLC

5.48K

Jun 30, 26

-2.93K

0.03%

Vanguard Global Advisers, LLC

5.47K

Jun 30, 26

0.03%

Semanteon Capital Management, LP

5.36K

Jun 30, 26

+5.36K

0.03%

Wealth Preservation Advisors, LLC

5.26K

Jun 30, 26

0.03%

GSA CAPITAL PARTNERS LLP

5.11K

Jun 30, 26

+5.11K

0.03%

Susquehanna Portfolio Strategies, LLC

4.94K

Jun 30, 26

-4.61K

0.03%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

4.76K

Jun 30, 26

+4.76K

0.03%

Schonfeld Strategic Advisors LLC

4.69K

Jun 30, 26

+4.69K

0.03%

Police & Firemen's Retirement System of New Jersey

4.55K

Jun 30, 26

+1.03K

0.03%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

4.52K

Jun 30, 26

+4.52K

0.03%

Summit Global Investments

4.51K

Jun 30, 26

+4.51K

0.03%

Diversified Trust Co

4.39K

Jun 30, 26

+4.39K

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

4.33K

Jun 30, 26

+4.33K

0.03%

Virtus ETF Advisers LLC

4.27K

Jun 30, 26

+105

0.02%

VOYA INVESTMENT MANAGEMENT LLC

4.27K

Jun 30, 26

+4.27K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

2.88K

Jun 30, 26

+167

0.02%

State of Alaska, Department of Revenue

2.10K

Jun 30, 26

0.01%

SIGNATUREFD, LLC

2.00K

Jun 30, 26

+1.77K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.95K

Jun 30, 26

0.01%

Kemnay Advisory Services Inc.

1.94K

Jun 30, 26

+1.94K

0.01%

US BANCORP \DE\

1.92K

Jun 30, 26

+1.91K

0.01%

NISA INVESTMENT ADVISORS, LLC

1.58K

Jun 30, 26

+370

0.01%

Legal & General Group Plc

1.53K

Jun 30, 26

+183

0.01%

SRS Capital Advisors, Inc.

1.51K

Jun 30, 26

+1.32K

0.01%

Ameritas Investment Partners, Inc.

1.42K

Jun 30, 26

+202

0.01%

Tower Research Capital LLC (TRC)

1.26K

Jun 30, 26

-1.14K

0.01%

Tripletail Wealth Management, LLC

970

Jun 30, 26

0.01%

CULLEN/FROST BANKERS, INC.

771

Jun 30, 26

+85

0.00%

ROYAL BANK OF CANADA

719

Jun 30, 26

+583

0.00%

Versant Capital Management, Inc

674

Jun 30, 26

0.00%

PROFFITT & GOODSON INC

600

Jun 30, 26

0.00%

FEDERATED HERMES, INC.

571

Jun 30, 26

+62

0.00%

EverSource Wealth Advisors, LLC

431

Jun 30, 26

-329

0.00%

ADVISOR GROUP HOLDINGS, INC.

340

Jun 30, 26

+317

0.00%

Parallel Advisors, LLC

313

Jun 30, 26

+313

0.00%

Pinnacle Wealth Planning Services, Inc.

282

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

275

Jun 30, 26

+275

0.00%

Aquatic Capital Management LLC

270

Jun 30, 26

+270

0.00%

Sterling Capital Management LLC

267

Jun 30, 26

-166

0.00%

HARBOR CAPITAL ADVISORS, INC.

263

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

208

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

182

Jun 30, 26

0.00%

Allworth Financial LP

156

Jun 30, 26

+42

0.00%

JONES FINANCIAL COMPANIES LLLP

144

Jun 30, 26

-31

0.00%

GAMMA Investing LLC

130

Jun 30, 26

0.00%

Larson Financial Group LLC

115

Jun 30, 26

+35

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+81

0.00%

Aster Capital Management (DIFC) Ltd

Jun 30, 26

+75

0.00%

Farther Finance Advisors, LLC

Jun 30, 26

+42

0.00%

IFP Advisors, Inc

Jun 30, 26

+12

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

+24

0.00%

Optiver Holding B.V.

Jun 30, 26

-112

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

Jun 30, 26

+28

0.00%

CHILTON CAPITAL MANAGEMENT LLC

Jun 30, 26

0.00%

Fortitude Family Office, LLC

Jun 30, 26

+27

0.00%

True Wealth Design, LLC

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

Jun 30, 26

+17

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

-93

JANE STREET GROUP, LLC

Jun 30, 26

-5.28K

ALGERT GLOBAL LLC

Jun 30, 26

-6.48K

Advisory Services Network, LLC

Jun 30, 26

-679

Tennessee Valley Asset Management Partners

Jun 30, 26

-6.26K

Root Financial Partners, LLC

Jun 30, 26

-13

TUDOR INVESTMENT CORP ET AL

Jun 30, 26

-45.70K

JACOBS LEVY EQUITY MANAGEMENT, INC

Jun 30, 26

-5.27K

MAI Capital Management

Jun 30, 26

-13

Point72 Asset Management, L.P.

Jun 30, 26

-10.77K

Polymer Capital Management (US) LLC

Jun 30, 26

-7.91K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-8.83K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-221

TWO SIGMA INVESTMENTS, LP

169.88K

Mar 31, 26

+45.23K

0.99%

DEPRINCE RACE & ZOLLO INC

127.72K

Mar 31, 26

-4.34K

0.75%

Empowered Funds, LLC

80.74K

Mar 31, 26

-6.22K

0.47%

BANK OF AMERICA CORP /DE/

47.44K

Mar 31, 26

+28.28K

0.28%

BROOKS, MOORE & ASSOCIATES, INC.

11.35K

Mar 31, 26

0.07%

PRICE T ROWE ASSOCIATES INC /MD/

11.30K

Mar 31, 26

+2.62K

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.83K

Mar 31, 26

+8.83K

0.05%

Ridgepath Capital Management LLC

6.14K

Mar 31, 26

-50

0.04%

JACOBS LEVY EQUITY MANAGEMENT, INC

5.27K

Mar 31, 26

+5.27K

0.03%

CWM, LLC

2.96K

Mar 31, 26

+40

0.02%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

995

Mar 31, 26

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

829

Mar 31, 26

-66

0.00%

QUADRANT CAPITAL GROUP LLC

221

Mar 31, 26

0.00%

VANGUARD GROUP INC

850.82K

Dec 31, 25

+3.85K

4.98%

TWO SIGMA ADVISERS, LP

61.90K

Dec 31, 25

+10.30K

0.36%

Brandywine Global Investment Management, LLC

24.56K

Dec 31, 25

-800

0.14%

Quest Partners LLC

5.58K

Dec 31, 25

+2.74K

0.03%

PINNACLE FINANCIAL PARTNERS INC

21.76K

Sep 30, 25

0.13%

Stonegate Investment Group, LLC

11.69K

Sep 30, 25

0.07%

Cubist Systematic Strategies, LLC

8.85K

Sep 30, 25

-238

0.05%

Point72 Asia (Singapore) Pte. Ltd.

758

Sep 30, 25

-177

0.00%

Point72 (DIFC) Ltd

183

Sep 30, 25

+79

0.00%

Foundry Partners, LLC

183.16K

Mar 31, 25

-1.10K

1.07%

Lindbrook Capital, LLC

141

Mar 31, 25

-6

0.00%

Nuveen Asset Management, LLC

43.95K

Dec 31, 24

0.26%

FinTrust Capital Advisors, LLC

659

Sep 30, 24

0.00%

Naples Money Management LLC

470

Sep 30, 24

0.00%

BlackRock Inc.

1.37M

Jun 30, 24

-7.40K

7.99%

BENJAMIN F. EDWARDS & COMPANY, INC.

250

Jun 30, 24

0.00%

CREDIT SUISSE AG/

11.80K

Mar 31, 24

0.07%

EA Series Trust

46.05K

Jun 30, 23

+46.05K

0.27%

Walthausen & Co., LLC

63.90K

Sep 30, 22

0.37%

Spectrum Management Group, LLC

11.38K

Sep 30, 22

+11.38K

0.07%

EXANE DERIVATIVES

173

Jun 30, 22

-722

0.00%

Amalgamated Financial Corp.

1.67K

Mar 31, 22

+1.67K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

11.78K

Dec 31, 19

0.07%

SUNTRUST BANKS INC

20.17K

Sep 30, 19

0.12%

TIAA CREF INVESTMENT MANAGEMENT LLC

21.46K

Mar 31, 19

-166

0.13%

TEACHERS ADVISORS, LLC

18.28K

Mar 31, 19

0.11%

CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.

200

Dec 31, 17

+200

0.00%

BlackRock Fund Advisors

1.89K

Dec 31, 16

+540

0.01%

BlackRock Investment Management, LLC

828

Dec 31, 16

0.00%