SmartFinancial Ownership | Who Owns SmartFinancial?

Overview Forecast RevenueFinancials Chart Transcripts

SmartFinancial Ownership Summary

SmartFinancial is owned by 66.45% institutional investors, 11.08% insiders, and 22.47% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.73% of SMBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.88% of its assets in SmartFinancial shares.

SMBK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SmartFinancial	66.45%	11.08%	22.47%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Regional Banks Stocks	57.00%	12.58%	30.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.47M	8.73%	$68.89M
Dimensional fund advisors lp	836.09K	4.97%	$39.23M
Vanguard capital management	679.82K	4.04%	$31.90M
Wellington management group llp	594.39K	3.53%	$27.89M
State street	457.06K	2.72%	$21.45M
American century companies	448.67K	2.67%	$21.05M
Private capital management	432.51K	2.57%	$20.29M
Geode capital management	381.42K	2.27%	$17.90M
Acadian asset management	346.49K	2.06%	$16.25M
First eagle investment management	319.34K	1.90%	$14.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cravens & co advisors	220.40K	7.41%	$10.93M
Salzhauer michael	211.01K	3.39%	$9.90M
Elizabeth park capital advisors	59.04K	1.91%	$2.77M
Private capital management	432.51K	1.79%	$20.29M
Stieven capital advisors	147.53K	1.32%	$6.92M
Semanteon capital management, lp	5.36K	1.13%	$251.30K
Banc funds	97.63K	0.76%	$4.58M
Leconte wealth management	20.35K	0.54%	$1.01M
Caldwell sutter capital	28.43K	0.50%	$1.33M
Summerhaven investment management	19.67K	0.36%	$975.09K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	1.47M	0.00%	183.64K
Sixth street partners management company	123.93K	0.00%	123.93K
First eagle investment management	319.34K	0.03%	95.30K
American century companies	448.67K	0.01%	76.85K
Acadian asset management	346.49K	0.02%	62.31K

Top Sellers

Holder	Shares	% Assets	Change
Qube research	9.03K	0.00%	-104.72K
Wellington management group llp	594.39K	0.00%	-80.96K
Algebris (uk)	-	-	-58.32K
Banc funds	97.63K	0.76%	-52.46K
Goldman sachs group	80.57K	0.00%	-49.30K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	123.93K	0.00%	123.93K	$5.81M
Summerhaven investment management	19.67K	0.36%	19.67K	$975.09K
Xtx topco	11.15K	0.01%	11.15K	$523.02K
Sequoia financial advisors	7.92K	0.00%	7.92K	$371.37K
Quadrature capital	7.18K	0.00%	7.18K	$336.79K

Sold Out

Holder	Change
American capital advisory	-1.00
Mai capital management	-13.00
Covestor	-31.00
Quarry lp	-50.00
Simplex trading	-93.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	182	4.60%	11,178,398	3.03%	66	1.60%	111	38.75%	38	-15.56%
Mar 31, 2026	169	2.42%	10,771,487	1.36%	64	1.60%	76	-5.00%	44	-2.22%
Dec 31, 2025	165	3.77%	10,627,435	6.39%	63	1.79%	80	15.94%	45	-19.64%
Sep 30, 2025	159	6.00%	9,989,009	1.35%	59	1.72%	69	-14.81%	56	24.44%
Jun 30, 2025	150	7.91%	9,856,161	1.25%	58	1.74%	81	32.79%	45	-10.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	492.20K	2.88%	-20.19K
Vanguard Morn Total Stk Mkt Idx Investor	492.20K	2.88%	-20.19K
Vanguard MStar Total Stk Mkt Idx Invest	486.85K	2.85%	-12.81K
Avantis US Small Cap Value ETF	443.10K	2.59%	600.00
iShares Russell 2000 ETF	416.53K	2.44%	6.94K
First Eagle Small Cap Opportunity I	325.94K	1.91%	766.00
CS McKee Micro Cap Value	295.98K	1.73%	-
First Eagle US Small Cap Strategy	280.89K	1.64%	86.05K
DFA US Small Cap Value I	183.90K	1.08%	-11.75K
Vanguard Institutional Extnd Mkt Idx Tr	171.85K	1.01%	576.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 14, 2026	Jordan Rhett D.	EVP & CHIEF CREDIT OFFICER	Sell	$11.97K
Aug 04, 2026	Jordan Rhett D.	EVP & CHIEF CREDIT OFFICER	Sell	$22.68K
Jun 12, 2026	Jordan Rhett D.	EVP & CHIEF CREDIT OFFICER	Sell	$18.00K
Jun 10, 2026	Barrett Victor Lynn	-	Buy	$131.34K
Jun 04, 2026	Ackermann Cathy G	-	Buy	$126.36K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	2
2026 Q2	3	2
2026 Q1	2	-
2025 Q4	-	2
2025 Q3	-	-

SMBK Ownership FAQ

Who Owns SmartFinancial?

SmartFinancial shareholders are primarily institutional investors at 66.45%, followed by 11.08% insiders and 22.47% retail investors. The average institutional ownership in SmartFinancial's industry, Regional Banks Stocks, is 57.00%, which SmartFinancial exceeds.

Who owns the most shares of SmartFinancial?

SmartFinancial’s largest shareholders are Blackrock funding, inc. /de (1.47M shares, 8.73%), Dimensional fund advisors lp (836.09K shares, 4.97%), and Vanguard capital management (679.82K shares, 4.04%). Together, they hold 17.74% of SmartFinancial’s total shares outstanding.

Does Blackrock own SmartFinancial?

BlackRock is not among the top 10 institutional shareholders of SmartFinancial.

Who is SmartFinancial’s biggest shareholder by percentage of total assets invested?

Cravens & co advisors is SmartFinancial’s biggest shareholder by percentage of total assets invested, with 7.41% of its assets in 220.4K SmartFinancial shares, valued at 10.93M$.

Who is the top mutual fund holder of SmartFinancial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of SmartFinancial shares, with 2.88% of its total shares outstanding invested in 492.2K SmartFinancial shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools