SmartFinancial Ownership | Who Owns SmartFinancial?
SmartFinancial Ownership Summary
SmartFinancial is owned by 13.34% institutional investors, 7.69% insiders, and 78.97% 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 | 13.34% | 7.69% | 78.97% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
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 | 7.52% | $45.05M |
| Vanguard group | 846.98K | 5.05% | $30.26M |
| Dimensional fund advisors lp | 836.53K | 4.99% | $29.89M |
| 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 | 339.98K | 2.03% | $12.15M |
| American century companies | 290.27K | 1.73% | $10.37M |
| Salzhauer michael | 225.90K | 1.35% | $608.44K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cravens & co advisors | 220.43K | 5.38% | $7.88M |
| Elizabeth park capital advisors | 80.87K | 2.34% | $2.89M |
| Private capital management | 533.82K | 1.70% | $19.07M |
| Banc funds | 200.59K | 1.25% | $7.17M |
| Pmc fig opportunities | 23.12K | 1.25% | $826.22K |
| Stieven capital advisors | 148.03K | 1.00% | $5.29M |
| Leconte wealth management | 19.48K | 0.46% | $695.84K |
| Caldwell sutter capital | 28.43K | 0.43% | $1.02M |
| Salzhauer michael | 225.90K | 0.29% | $608.44K |
| Foundry partners | 184.26K | 0.29% | $5.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Charles schwab investment management | 120.16K | 0.00% | 77.35K |
| Wellington management group llp | 647.51K | 0.00% | 64.81K |
| Acadian asset management | 221.91K | 0.01% | 63.18K |
| First trust advisors lp | 45.17K | 0.00% | 45.17K |
| Millennium management | 60.26K | 0.00% | 44.47K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cravens & co advisors | 220.43K | 5.38% | -59.24K |
| Hillsdale investment management | 102.68K | 0.11% | -57.55K |
| Citadel advisors | - | - | -48.76K |
| Renaissance | 172.87K | 0.01% | -47.90K |
| Blackrock funding, inc. /de | 1.26M | 0.00% | -36.96K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First trust advisors lp | 45.17K | 0.00% | 45.17K | $1.61M |
| First eagle investment management | 32.00K | 0.00% | 32.00K | $1.14M |
| Aqr capital management | 20.72K | 0.00% | 20.72K | $641.81K |
| Tudor investment corp et al | 20.27K | 0.00% | 20.27K | $724.14K |
| R squared | 16.83K | 0.26% | 16.83K | $601.37K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 115 | 13.86% | 9,361,040 | 3.35% | 55 | 1.94% | 60 | 17.65% | 29 | 3.57% |
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 | 385.85K | 2.27% | - |
| Foundry Partners Micro Cap Value | 273.00K | 1.60% | - |
| Avantis US Small Cap Value ETF | 226.04K | 1.33% | 1.13K |
| DFA US Small Cap Value I | 198.07K | 1.16% | 3.69K |
| Vanguard Institutional Extnd Mkt Idx Tr | 158.09K | 0.93% | -57.60K |
| Fidelity Small Cap Index | 143.37K | 0.84% | -14.39K |
| 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 |
|---|---|---|---|---|
| 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 |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | - |
| 2025 Q1 | 1 | 1 |
| 2024 Q4 | - | 8 |
| 2024 Q3 | - | 2 |
SMBK Ownership FAQ
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