SMBK 机构投资人持股, 买家 - SmartFinancial, Inc.

机构和基金投资人持股 - 买家

在智能金融公司中开设新头寸的主要持有者包括 CSM 顾问有限责任公司, 北礁资本管理有限公司, IWO - iShares Russell 2000 Growth ETF, 萨斯奎哈纳投资组合策略有限责任公司, 奎斯特合作伙伴有限责任公司, SMIZ - Zacks 中小型股 ETF, FZROX - 富达零总市场指数基金, Occudo 定量策略 Lp, HAPS - 港湾企业文化小型股 ETF, FZIPX - 富达零扩展市场指数基金, FECGX - 富达小盘成长指数基金, SSCYX - 小资本投资组合 A 类, RUSC - 美国小型股主动型股票ETF, 安联可变保险产品信托 - AZL DFA 美国核心股票基金, 可变保险产品基金 II - 扩展市场指数投资组合初始类别, BBGSX - Bridge Builder 中小型股成长基金, 卡伦/弗罗斯特银行家公司, EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级, 可变保险产品基金 II - 总市场指数投资组合初始类别, 和太平洋精选基金 - PD 小盘成长指数投资组合 P 类 .

本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。

升级以解锁高级数据。

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-07-14	13F	伽玛投资有限责任公司		139	101.45	5	100.00
2025-06-26	NP	DFSTX - 美国小型股投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		67,671	4.94	2,059	-9.46
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		2,308	19.77	70	4.48
2025-08-06	NP	林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别		12,000	3.45	405	12.50
2025-07-29	NP	VRTIX - Vanguard Russell 2000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		80,093	10.42	2,545	1.07
2025-08-11	13F	HHM 财富顾问有限责任公司		5,082	5.52	172	14.77
2025-06-27	NP	HAPS - 港湾企业文化小型股 ETF		5,236		159
2025-08-12	13F	扎克斯投资管理公司		63,552		2,147
2025-08-28	NP	IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		21,693		733
2025-07-24	13F	IFP 顾问公司		23	2,200.00	1
2025-08-11	13F	科维斯特有限公司		29		0
2025-08-14	13F	两西格码投资有限合伙人		69,516	40.48	2,348	52.67
2025-06-24	NP	SWSSX - 嘉信小盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		39,213	2.53	1,193	-11.57
2025-08-05	13F	亨廷顿国家银行		67	157.69	2
2025-08-14	13F	Occudo 定量策略 Lp		6,140		207
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF		54,544	15.90	1,659	0.00
2025-08-12	13F	Nuveen有限责任公司		73,721	4.35	2,490	13.44
2025-08-13	13F	北方信托公司		141,425	10.78	4,777	20.42
2025-08-14	13F	Citadel 顾问有限公司		50,733	28.77	1,714	39.95
2025-08-07	13F	奥尔沃斯金融有限公司		83	418.75	3
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		467,387	2.37	15,788	11.26
2025-07-29	13F	地区金融公司		46,314	0.38	1,564	9.07
2025-08-26	NP	EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级		405		14
2025-08-27	NP	安联可变保险产品信托 - AZL DFA 美国核心股票基金		783		26
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		21	10.53	1
2025-06-26	NP	DFSVX - 美国小盘价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		192,217	0.48	5,847	-13.31
2025-07-23	13F	公平信托公司		12,790	13.34	432	23.43
2025-08-14	13F	布斯贝基金管理有限公司		73,421	7.31	2,480	16.65
2025-08-14	13F/A	巴克莱银行		30,387	48.81	1
2025-08-26	NP	主投资组合 - 活跃股票主投资组合活跃股票投资组合		12,455	23.97	421	34.62
2025-08-14	13F	美国银行 /de/		17,050	42.38	576	54.57
2025-08-12	13F	普利股权公司	Put	0		0
2025-07-29	NP	SECAX - SIIT 小盘 II 基金 - A 类		11,624	274.48	369	244.86
2025-08-12	13F	普利股权公司	Call	0		0
2025-08-14	13F	私人资本管理有限责任公司		537,446	3.78	18,155	12.93
2025-08-12	13F	普利股权公司		0		0
2025-08-14	13F	长城汽车顾问有限责任公司		13,235	3,556.08	447	3,963.64
2025-08-14	13F	瑞银集团		14,052	52.09	475	65.16
2025-08-11	13F	持久资产合伙有限公司		19,636	45.68	663	58.61
2025-08-14	13F	工程师门经理 LP		11,849	5.19	400	14.29
2025-08-11	13F	Aptus 资本顾问有限公司		7,545	0.24	255	9.01
2025-08-27	NP	VEXMX - 先锋扩展市场指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		215,616	6.94	7,284	16.23
2025-08-07	13F	洛杉矶资本管理有限公司		47,633	129.25	1,609	149.46
2025-08-08	13F	Pnc 金融服务集团公司		2,243	24.27	76	33.93
2025-08-14	13F	Qube研究与技术有限公司		27,043	76.86	914	92.21
2025-08-12	13F	维度基金顾问有限公司		820,799	4.36	27,727	13.43
2025-05-29	NP	SEASONS 系列信托 - SA 多管理增长投资组合 1 级		51		2
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级		3,090	6.26	104	15.56
2025-07-24	13F	CWM 顾问有限责任公司		11,442	3.40	387	12.54
2025-08-14	13F	Point72 亚洲（新加坡）私人有限公司有限公司		935	130.30	32	158.33
2025-06-27	NP	EBIT - Harbor AlphaEdge 小型股收益者 ETF		93	55.00	3	0.00
2025-07-29	NP	BOGIX - 博格尔投资管理小型股成长基金		4,517		144
2025-08-14	13F	田纳西河谷资产管理合作伙伴		6,261		211
2025-08-13	13F	EverSource 财富顾问有限责任公司		1,499	45.96	51	61.29
2025-07-09	13F	港湾资本顾问公司		5,432	8.55	0
2025-08-18	13F	吉诺斯财富管理公司		18,630	200.00	629	225.91
2025-07-30	13F	卡伦/弗罗斯特银行家公司		481		16
2025-08-11	13F	先锋集团公司		820,605	3.24	27,720	12.21
2025-06-25	NP	TASVX - PGIM QMA 小盘价值基金 Z 类		6,800	172.00	207	134.09
2025-06-26	NP	FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,370		133
2025-08-13	13F	马歇尔·韦斯律师事务所		16,235		548
2025-08-12	13F	MAI资本管理		38		1
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		447	63.14	15	87.50
2025-07-15	13F	LeConte财富管理有限责任公司		19,375	0.02	654	8.64
2025-06-26	NP	DFAT - 维度美国目标价值 ETF		77,111	14.76	2,346	-1.01
2025-08-12	13F	斯蒂文资本顾问有限合伙人		147,834	0.14	4,994	8.83
2025-08-13	13F	箭街资本有限合伙企业		46,565	11.06	1,573	20.64
2025-08-14	13F	弗默尔有限公司		1,168	2.10	39	11.43
2025-08-08	13F	贝拉德公司		19,700	58.68	665	72.73
2025-08-11	13F	授权基金有限责任公司		71,033	8.10	2,399	17.48
2025-07-29	NP	SLPAX - Siit 小盘基金 - A 类		15,517	223.47	493	196.99
2025-08-14	13F	制造商人寿保险公司		5,926		200
2025-08-20	NP	RUSC - 美国小型股主动型股票ETF		1,246		42
2025-08-27	NP	BBGSX - Bridge Builder 中小型股成长基金		539		18
2025-08-07	13F	阿卡迪亚资产管理有限公司		158,723	1.36	5	25.00
2025-08-14	13F	水产资本管理有限责任公司		4,721	56.32	159	70.97
2025-06-26	NP	FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,502		198
2025-09-04	13F/A	顾问集团控股公司		15		1
2025-08-13	13F	帕纳戈拉资产管理公司		62,783	23.24	2,121	33.92
2025-08-27	NP	Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类		4,170	0.72	141	9.38
2025-06-18	NP	NWHDX - 全国贝拉德认知价值基金 A 类		19,700	44.29	599	32.52
2025-08-26	NP	EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类		6,930	9.13	234	18.78
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		58	5.45	2	0.00
2025-08-28	NP	ITOT - iShares Core S&P Total 美国股票市场 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		40,362	2.60	1,363	11.54
2025-08-27	NP	VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,828	26.05	264	36.79
2025-07-31	13F	奎斯特合作伙伴有限责任公司		8,746		295
2025-08-14	13F	萨斯奎哈纳投资组合策略有限责任公司		9,545		322
2025-05-29	NP	SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级		69		2
2025-08-14	13F	Point72（迪拜国际金融中心）有限公司		104		4
2025-08-13	13F	肯尼迪资本管理公司		23,711	37.29	801	49.25
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		1,807	2.55	55	-12.90
2025-07-28	NP	AVSC - Avantis 美国小盘股 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		29,682	11.39	943	1.95
2025-07-31	13F	剑桥投资研究顾问公司		13,895	1.86	0
2025-08-29	NP	BSVO - EA Bridgeway Omni 小盘价值 ETF		70,937	7.96	2,396	17.34
2025-08-22	NP	可变保险产品基金 II - 总市场指数投资组合初始类别		303		10
2025-06-26	NP	FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,853	11.66	87	-4.44
2025-07-31	13F	尼萨投资顾问有限公司		1,207	0.58	41	8.11
2025-08-14	13F	立体派系统策略有限责任公司		9,088	16.74	307	26.97
2025-07-24	NP	FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		26,635	4.68	846	-4.19
2025-08-13	13F	联合爱马仕有限公司		122		4
2025-08-26	NP	TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,442	9.82	49	20.00
2025-07-28	NP	VCSLX - 小盘股指数基金		6,759	11.30	215	1.90
2025-07-29	NP	SSCYX - 小资本投资组合 A 类		1,593		51
2025-08-08	13F	拉森金融集团有限责任公司		63		2
2025-08-14	13F	拉扎德资产管理公司		3,790		0
2025-08-07	13F	康纳克拉克伦投资管理有限公司		103,836	18.49	3,508	28.79
2025-07-24	NP	FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		19,838	7.44	630	-1.72
2025-08-14	13F	两个 Sigma 顾问，有限合伙人		54,600	44.83	1,844	57.47
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		352	60.00	11	42.86
2025-08-14	13F	维维恩基金管理有限责任公司		21,045	106.12	711	123.97
2025-08-26	NP	NOSGX - 北方小盘价值基金		21,314		720
2025-08-28	NP	QCSTRX - 股票账户类别 R1		37,831	41.68	1,278	54.04
2025-08-04	13F	常青顾问有限责任公司		11,761	0.25	397	9.07
2025-08-22	NP	可变保险产品基金 II - 扩展市场指数投资组合初始类别		719		24
2025-08-14	13F	布里奇威资本管理公司		127,533	4.36	4,308	13.43
2025-08-12	13F	CIBC 私人财富集团有限责任公司		8		0
2025-07-25	NP	CZMSX - 多管理人小盘股票策略基金机构类别		2,459	49.76	78	36.84
2025-08-29	NP	JADMX - 小盘机会信托资产净值		1,186	33.86	40	48.15
2025-08-14	13F	沃亚投资管理有限公司		6,001		203
2025-06-26	NP	DFFVX - 美国目标价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		107,880	6.53	3,282	-8.10
2025-07-18	13F	信托金融公司		19,304	0.40	652	9.21
2025-08-12	13F	希尔斯代尔投资管理公司		160,229	29.19	5,413	40.43
2025-08-15	13F	Captrust 财务顾问		30,058	0.06	1,015	8.79
2025-07-30	NP	SMIZ - Zacks 中小型股 ETF		7,831		249
2025-08-14	13F	道富银行		344,541	0.89	11,639	9.65
2025-06-26	NP	DFAS - 维度美国小型股 ETF		41,708	4.58	1,269	-9.82
2025-08-18	NP	太平洋精选基金 - PD 小盘成长指数投资组合 P 类		86		3
2025-08-06	13F	真实财富设计有限责任公司		25		1
2025-08-22	NP	FECGX - 富达小盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,699		57
2025-08-07	13F	CSM 顾问有限责任公司		177,590		6
2025-08-14	13F	HRT金融有限责任公司		23,113	162.62	1
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		7,408	6.96	0
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		9,566	5.11	291	-9.37
2025-08-14	13F	惠灵顿管理集团有限责任公司		582,702	38.42	19,684	50.45
2025-08-08	13F/A	斯特林资本管理有限公司		331	20.80	11	37.50
2025-07-24	13F	美国合众银行\de\		7		0
2025-08-22	NP	FEAC - 富达增强型美国全市值股票 ETF		76	13.43	3	0.00
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		1,415	7.12	48	14.63
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Va US 目标价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,619	10.45	201	-4.74
2025-08-14	13F	PMC FIG 机会有限责任公司		56,943	146.51	1,924	168.20
2025-08-11	13F	Martingale 资产管理公司		58,880	2.51	1,989	11.37
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		1,263	17.60	38	2.70
2025-08-28	NP	SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		445	52.40	15	66.67
2025-08-13	13F	文艺复兴科技有限公司		220,774	38.61	7,458	50.65
2025-08-28	NP	SLLAX - SIMT 小盘基金 F 类		7,327	1.81	248	10.76
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		1,895	173.45	64	204.76
2025-08-14	13F	北礁资本管理有限公司		46,104		1,557

SMBK / SmartFinancial, Inc. - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家