SmartFinancial Ownership | Who Owns SmartFinancial?
SmartFinancial Ownership Summary
SmartFinancial is owned by 58.59% institutional investors, 15.25% insiders, and 26.17% retail investors. Blackrock is the largest institutional shareholder, holding 8.10% of SMBK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.73% of its assets in SmartFinancial shares.
SMBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SmartFinancial | 58.59% | 15.25% | 26.17% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.37M | 8.10% | $32.32M |
| Blackrock funding, inc. /de | 1.30M | 7.74% | $43.84M |
| Vanguard group | 818.07K | 4.89% | $25.34M |
| Dimensional fund advisors lp | 758.07K | 4.53% | $23.49M |
| Private capital management | 537.45K | 3.21% | $18.15M |
| Cravens & co advisors | 448.36K | 2.68% | $13.89M |
| Wellington management group llp | 437.79K | 2.62% | $13.56M |
| State street | 344.65K | 2.06% | $10.68M |
| Geode capital management | 333.42K | 1.99% | $10.33M |
| American century companies | 260.19K | 1.55% | $8.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cravens & co advisors | 448.36K | 10.58% | $13.89M |
| Salzhauer michael | 225.90K | 4.46% | $7.63M |
| Elizabeth park capital advisors | 80.87K | 2.45% | $2.73M |
| Private capital management | 537.45K | 1.75% | $18.15M |
| Banc funds | 200.59K | 1.02% | $6.78M |
| Stieven capital advisors | 147.83K | 0.97% | $4.99M |
| Caldwell sutter capital | 28.43K | 0.44% | $960.40K |
| Foundry partners | 184.26K | 0.29% | $5.71M |
| Brooks, moore & associates | 11.35K | 0.21% | $351.65K |
| Hillsdale investment management | 120.03K | 0.19% | $3.72M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Csm advisors | 177.59K | 0.17% | 177.59K |
| Hillsdale investment management | 120.03K | 0.19% | 120.03K |
| Wellington management group llp | 437.79K | 0.00% | 97.38K |
| Millennium management | 60.26K | 0.00% | 44.47K |
| Jpmorgan chase | 75.53K | 0.00% | 42.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.30M | 0.00% | -121.75K |
| Banc funds | 200.59K | 1.02% | -94.32K |
| Citadel advisors | - | - | -48.76K |
| Vanguard group | 818.07K | 0.00% | -38.58K |
| Ascent wealth partners | - | - | -35.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Csm advisors | 177.59K | 0.17% | 177.59K | $6.00M |
| Hillsdale investment management | 120.03K | 0.19% | 120.03K | $3.72M |
| Aqr capital management | 20.72K | 0.00% | 20.72K | $641.81K |
| Marshall wace, llp | 16.23K | 0.00% | 16.23K | $548.42K |
| Cubist systematic strategies | 13.52K | 0.00% | 13.52K | $418.69K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Parallel advisors | -8.00 |
| Stephens consulting | -10.00 |
| Parkside financial bank & trust | -15.00 |
| Innealta capital | -34.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 115 | 13.86% | 9,361,040 | 3.35% | 55 | 1.94% | 60 | 17.65% | 29 | 3.57% |
| Jun 30, 2024 | 101 | - | 9,057,691 | 3.06% | 53 | 1.98% | 51 | 24.39% | 28 | -3.45% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 464.63K | 2.73% | 1.80K |
| Vanguard Total Stock Mkt Idx Inv | 459.20K | 2.70% | -8.44K |
| iShares Russell 2000 ETF | 377.63K | 2.22% | -7.14K |
| Foundry Partners Micro Cap Value | 273.00K | 1.60% | - |
| Avantis US Small Cap Value ETF | 219.68K | 1.29% | 432.00 |
| DFA US Small Cap Value I | 194.38K | 1.14% | 2.16K |
| Vanguard Institutional Extnd Mkt Idx Tr | 158.09K | 0.93% | -57.60K |
| Fidelity Small Cap Index | 157.76K | 0.93% | 2.16K |
| DFA US Targeted Value I | 112.70K | 0.66% | - |
| Kennedy Micro Cap | 107.51K | 0.64% | -710.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 03, 2025 | Welborn Wesley Miller | CHAIRMAN OF THE BOARD | Buy | $40.38K |
| Jan 27, 2025 | Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | Sell | $12.52K |
| Dec 09, 2024 | PRESLEY JOHN M | - | Sell | $242.41K |
| Dec 06, 2024 | PRESLEY JOHN M | - | Sell | $360.38K |
| Dec 05, 2024 | PRESLEY JOHN M | - | Sell | $379.14K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q1 | 1 | 1 |
| 2024 Q4 | - | 8 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 3 |
SMBK Ownership FAQ
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