SmartFinancial Ownership | Who Owns SmartFinancial?
SmartFinancial Ownership Summary
SmartFinancial is owned by 12.28% institutional investors, 11.66% insiders, and 76.06% retail investors. Blackrock is the largest institutional shareholder, holding 8.10% of SMBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.79% of its assets in SmartFinancial shares.
SMBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SmartFinancial | 12.28% | 11.66% | 76.06% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.37M | 8.10% | $32.32M |
| Blackrock funding, inc. /de | 1.26M | 7.53% | $46.79M |
| Vanguard group | 850.82K | 5.07% | $31.47M |
| Dimensional fund advisors lp | 838.80K | 5.00% | $31.03M |
| Wellington management group llp | 647.51K | 3.86% | $23.14M |
| Private capital management | 533.82K | 3.18% | $19.07M |
| State street | 344.36K | 2.05% | $12.30M |
| Geode capital management | 338.19K | 2.01% | $12.51M |
| American century companies | 290.27K | 1.73% | $10.37M |
| Acadian asset management | 247.96K | 1.48% | $9.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cravens & co advisors | 220.43K | 5.49% | $8.38M |
| Salzhauer michael | 225.90K | 3.42% | $8.36M |
| Elizabeth park capital advisors | 80.87K | 2.34% | $2.89M |
| Private capital management | 533.82K | 1.70% | $19.07M |
| Banc funds | 200.59K | 1.47% | $7.42M |
| Pmc fig opportunities | 23.12K | 1.25% | $826.22K |
| Stieven capital advisors | 147.73K | 1.01% | $5.46M |
| Leconte wealth management | 20.32K | 0.49% | $751.71K |
| Caldwell sutter capital | 28.43K | 0.45% | $1.05M |
| Foundry partners | 184.26K | 0.29% | $5.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First eagle investment management | 152.17K | 0.01% | 120.17K |
| Charles schwab investment management | 120.16K | 0.00% | 77.35K |
| Wellington management group llp | 647.51K | 0.00% | 64.81K |
| Goldman sachs group | 163.24K | 0.00% | 58.56K |
| Algebris (uk) | 58.32K | 0.17% | 58.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hillsdale investment management | 230.00 | 0.00% | -102.45K |
| Citadel advisors | - | - | -48.76K |
| Ascent wealth partners | - | - | -35.28K |
| Crescent grove advisors | - | - | -35.07K |
| Pmc fig opportunities | 23.12K | 1.25% | -33.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Algebris (uk) | 58.32K | 0.17% | 58.32K | $2.16M |
| First trust advisors lp | 45.17K | 0.00% | 45.17K | $1.61M |
| Aqr capital management | 20.72K | 0.00% | 20.72K | $641.81K |
| Tudor investment corp et al | 20.27K | 0.00% | 20.27K | $724.14K |
| Evergreen advisors | 11.81K | 0.11% | 11.81K | $436.94K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Us bancorp \de\ | -7.00 |
| Parallel advisors | -8.00 |
| Stephens consulting | -10.00 |
| Parkside financial bank & trust | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 51 | -67.92% | 2,061,899 | -79.36% | 12 | 0.35% | 18 | -75.00% | 14 | -74.07% |
| Sep 30, 2025 | 58 | -59.44% | 2,238,022 | -76.12% | 13 | 0.43% | 19 | -76.25% | 19 | -52.50% |
| Jun 30, 2025 | 147 | 5.76% | 9,823,985 | 0.92% | 58 | 1.74% | 81 | 32.79% | 44 | -12.00% |
| Mar 31, 2025 | 136 | 6.25% | 9,699,378 | 0.62% | 57 | 1.74% | 61 | -20.78% | 48 | 71.43% |
| Dec 31, 2024 | 126 | 9.57% | 9,612,593 | 2.69% | 57 | 1.83% | 77 | 28.33% | 26 | -10.34% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 474.63K | 2.79% | 7.10K |
| Vanguard US Total Market Shares ETF | 464.63K | 2.73% | 1.80K |
| iShares Russell 2000 ETF | 356.60K | 2.09% | 52.88K |
| Avantis US Small Cap Value ETF | 299.56K | 1.76% | 1.41K |
| Foundry Partners Micro Cap Value | 273.00K | 1.60% | - |
| CS McKee Micro Cap Value | 273.00K | 1.60% | - |
| DFA US Small Cap Value I | 201.47K | 1.18% | - |
| First Eagle Small Cap Opportunity I | 160.84K | 0.94% | 160.84K |
| Vanguard Institutional Extnd Mkt Idx Tr | 158.92K | 0.93% | 1.20K |
| Fidelity Small Cap Index | 143.43K | 0.84% | 17.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 09, 2026 | Welborn Wesley Miller | CHAIRMAN OF THE BOARD | Buy | $36.01K |
| Jan 27, 2026 | Shomaker Kelli D | - | Buy | $10.04K |
| Dec 10, 2025 | Tucker Steven B. | - | Sell | $403.86K |
| Nov 18, 2025 | Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | Sell | $8.75K |
| Feb 03, 2025 | Welborn Wesley Miller | CHAIRMAN OF THE BOARD | Buy | $40.38K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 2 | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | - |
| 2025 Q1 | 1 | 1 |
| 2024 Q4 | - | 8 |
SMBK Ownership FAQ
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