SmartFinancial, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $105.6K | 0.06% | 2,703 NS | $174.05M | FIGI |
| Clearwater Select Equity Fund Clearwater Investment Trust | — | $96.2K | 0.02% | 2,461 NS | $434.84M | FIGI |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | — | $95.7K | 0.06% | 2,450 NS | $168.08M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $95.4K | 0.01% | 2,441 NS | $1.86B | FIGI |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | — | $87.7K | 0.05% | 2,244 NS | $190.26M | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $86.4K | 0.03% | 2,210 NS | $332.36M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $84.1K | 0.02% | 2,153 NS | $419.22M | FIGI |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | RUSC | $79.1K | 0.16% | 2,025 NS | $49.37M | FIGI |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | — | $78.6K | 0.02% | 2,011 NS | $375.87M | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $78.2K | 0.01% | 2,001 NS | $1.14B | FIGI |
| AQR Small Cap Momentum Style Fund AQR Funds | — | $77.3K | 0.05% | 1,979 NS | $166.81M | FIGI |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | — | $76.2K | 0.00% | 1,950 NS | $3.80B | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $73.9K | 0.02% | 1,892 NS | $436.75M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $70.3K | 0.02% | 1,798 NS | $354.45M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $67.3K | 0.02% | 1,722 NS | $358.38M | FIGI |
| Small Cap Core Fund Northern Funds | — | $64.5K | 0.02% | 1,651 NS | $342.11M | FIGI |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | — | $52.5K | 0.00% | 1,343 NS | $2.92B | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $49.5K | 0.01% | 1,266 NS | $823.49M | FIGI |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $48.6K | 0.03% | 1,243 NS | $188.37M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $47.5K | 0.00% | 1,216 NS | $5.26B | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $47.5K | 0.02% | 1,215 NS | $253.61M | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $46.3K | 0.02% | 1,186 NS | $185.65M | FIGI |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $43.8K | 0.03% | 1,121 NS | $126.20M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $43.3K | 0.02% | 1,108 NS | $225.03M | FIGI |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $37.6K | 0.02% | 962 NS | $202.30M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $36.3K | 0.00% | 928 NS | $1.65B | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $35.9K | 0.01% | 919 NS | $460.74M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $34.4K | 0.00% | 880 NS | $1.23B | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $30.6K | 0.00% | 783 NS | $722.25M | FIGI |
| Goldman Sachs Variable Insurance Trust Small … Goldman Sachs Variable Insurance Trust | — | $30.2K | 0.02% | 773 NS | $185.65M | FIGI |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | — | $26.4K | 0.01% | 676 NS | $192.40M | FIGI |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | — | $25.1K | 0.01% | 641 NS | $260.28M | FIGI |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | — | $24.7K | 0.01% | 631 NS | $276.33M | FIGI |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | — | $22.4K | 0.02% | 574 NS | $95.70M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $21.2K | 0.00% | 542 NS | $876.76M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $21.1K | 0.00% | 539 NS | $9.23B | FIGI |
| EQ/Franklin Small Cap Value Managed Volatilit… EQ Advisors Trust | — | $19.2K | 0.01% | 491 NS | $241.02M | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $16.5K | 0.00% | 421 NS | $1.08B | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $15.8K | 0.00% | 405 NS | $386.68M | FIGI |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | — | $15.6K | 0.02% | 400 NS | $79.21M | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $14.1K | 0.00% | 361 NS | $1.02B | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $13.6K | 0.00% | 348 NS | $1.58B | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $10.7K | 0.00% | 275 NS | $1.29B | FIGI |
| Putnam Dynamic Asset Allocation Conservative … Putnam Asset Allocation Funds | — | $8.3K | 0.00% | 213 NS | $809.44M | FIGI |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | — | $8.3K | 0.01% | 212 NS | $128.27M | FIGI |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $7.3K | 0.01% | 187 NS | $114.79M | FIGI |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | FEAC | $5.1K | 0.05% | 130 NS | $9.74M | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $4.5K | 0.00% | 116 NS | $883.82M | FIGI |
| SA Franklin Allocation Moderately Aggressive … SEASONS SERIES TRUST | — | $4.0K | 0.00% | 103 NS | $199.36M | FIGI |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $4.0K | 0.00% | 102 NS | $583.77M | FIGI |