SmartFinancial Ownership | Who Owns SmartFinancial?

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SmartFinancial Ownership Summary

SmartFinancial is owned by 57.47% institutional investors, 15.73% insiders, and 26.81% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.57% of SMBK shares. iShares Russell 2000 ETF is the top mutual fund, with 2.74% of its assets in SmartFinancial shares.

SMBK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SmartFinancial	57.47%	15.73%	26.81%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.43M	8.57%	$44.43M
Blackrock	1.37M	8.10%	$32.32M
Vanguard group	818.07K	4.89%	$25.34M
Dimensional fund advisors lp	758.07K	4.53%	$23.49M
Private capital management	522.68K	3.12%	$16.19M
Cravens & co advisors	448.36K	2.68%	$13.89M
Wellington management group llp	437.79K	2.62%	$13.56M
Banc funds	362.43K	2.17%	$11.23M
State street	344.65K	2.06%	$10.68M
Geode capital management	333.42K	1.99%	$10.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cravens & co advisors	448.36K	10.58%	$13.89M
Salzhauer michael	238.79K	3.79%	$7.40M
Elizabeth park capital advisors	127.65K	3.22%	$3.95M
Private capital management	522.68K	1.70%	$16.19M
Banc funds	362.43K	1.24%	$11.23M
Stieven capital advisors	150.23K	0.83%	$4.65M
Caldwell sutter capital	28.43K	0.41%	$880.79K
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
Hillsdale investment management	120.03K	0.19%	120.03K
Wellington management group llp	437.79K	0.00%	97.38K
Acadian asset management	147.47K	0.01%	49.19K
Connor, clark & lunn investment management	60.05K	0.01%	48.58K
Millennium management	60.26K	0.00%	44.47K

Top Sellers

Holder	Shares	% Assets	Change
Kennedy capital management	-	-	-192.34K
Banc funds	362.43K	1.24%	-152.28K
Citadel advisors	-	-	-48.76K
Vanguard group	818.07K	0.00%	-38.58K
Ascent wealth partners	-	-	-35.28K

New Positions

Holder	Shares	% Assets	Change	Value
Hillsdale investment management	120.03K	0.19%	120.03K	$3.72M
Proficio capital partners	29.59K	0.00%	29.59K	$29.59K
Aqr capital management	20.72K	0.00%	20.72K	$641.81K
Raymond james financial	18.72K	0.00%	18.72K	$579.82K
Eam investors	18.69K	0.08%	18.69K	$579.14K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Parallel advisors	-8.00
Innealta capital	-34.00
Capital performance advisors llp	-106.00
Meeder asset management	-457.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	101	-2.88%	8,788,798	0.47%	52	1.93%	41	-14.58%	29	-3.33%
Dec 31, 2023	104	10.64%	8,747,999	3.65%	52	2.06%	48	54.84%	30	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	466.45K	2.74%	-4.01K
Vanguard US Total Market Shares ETF	464.63K	2.73%	1.80K
Vanguard Total Stock Mkt Idx Inv	456.58K	2.70%	-
Foundry Partners Micro Cap Value	273.00K	1.61%	-
Avantis US Small Cap Value ETF	229.98K	1.35%	-6.62K
Vanguard Institutional Extnd Mkt Idx Tr	224.58K	1.33%	512.00
DFA US Small Cap Value I	191.75K	1.13%	461.00
Fidelity Small Cap Index	156.03K	0.92%	-2.92K
iShares Russell 2000 Value ETF	151.00K	0.89%	-
Private Capital Management Value Focus	109.90K	0.65%	-

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 Q1	1	1
2024 Q4	-	8
2024 Q3	-	2
2024 Q2	-	3
2024 Q1	1	1

SMBK Ownership FAQ

Who Owns SmartFinancial?

SmartFinancial shareholders are primarily institutional investors at 57.47%, followed by 15.73% insiders and 26.80% retail investors. The average institutional ownership in SmartFinancial's industry, Regional Banks Stocks, is 42.21%, which SmartFinancial exceeds.

Who owns the most shares of SmartFinancial?

SmartFinancial’s largest shareholders are Blackrock funding, inc. /de (1.43M shares, 8.57%), Blackrock (1.37M shares, 8.10%), and Vanguard group (818.07K shares, 4.89%). Together, they hold 21.57% of SmartFinancial’s total shares outstanding.

Does Blackrock own SmartFinancial?

Yes, BlackRock owns 8.10% of SmartFinancial, totaling 1.37M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 32.32M$. In the last quarter, BlackRock decreased its holdings by -7.402K shares, a -0.54% change.

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 10.58% of its assets in 448.36K SmartFinancial shares, valued at 13.89M$.

Who is the top mutual fund holder of SmartFinancial shares?

iShares Russell 2000 ETF is the top mutual fund holder of SmartFinancial shares, with 2.74% of its total shares outstanding invested in 466.45K SmartFinancial shares.

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