SmartFinancial Ownership | Who Owns SmartFinancial?

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SmartFinancial Ownership Summary

SmartFinancial is owned by 55.96% institutional investors, 16.97% insiders, and 27.07% retail investors. Blackrock is the largest institutional shareholder, holding 8.10% 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	55.96%	16.97%	27.07%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.37M	8.10%	$32.32M
Vanguard group	804.97K	4.78%	$19.05M
Dimensional fund advisors lp	699.79K	4.15%	$16.56M
Cravens & co advisors	645.97K	3.83%	$15.29M
Private capital management	572.67K	3.40%	$13.56M
Banc funds	560.90K	3.33%	$13.28M
Geode capital management	334.19K	1.98%	$7.91M
State street	325.52K	1.93%	$7.71M
Alliancebernstein	250.81K	1.49%	$5.94M
Kennedy capital management	244.37K	1.45%	$5.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cravens & co advisors	645.97K	11.35%	$15.29M
Salzhauer michael	243.79K	4.49%	$5.77M
Elizabeth park capital advisors	127.65K	2.62%	$3.02M
Private capital management	572.67K	1.58%	$13.56M
Banc funds	560.90K	1.57%	$13.28M
Mendon capital advisors	66.99K	0.88%	$1.59M
Caldwell sutter capital	28.43K	0.33%	$672.96K
Foundry partners	148.99K	0.19%	$3.53M
Brooks, moore & associates	11.61K	0.18%	$274.79K
Kennedy capital management	244.37K	0.12%	$5.78M

Top Buyers

Holder	Shares	% Assets	Change
Kennedy capital management	244.37K	0.12%	244.37K
Wellington management group llp	201.41K	0.00%	107.83K
Mendon capital advisors	66.99K	0.88%	65.85K
Acadian asset management	54.57K	0.00%	41.60K
Boothbay fund management	37.27K	0.02%	37.27K

Top Sellers

Holder	Shares	% Assets	Change
Bridgeway capital management	120.44K	0.07%	-59.00K
Citadel advisors	-	-	-48.76K
Ascent wealth partners	-	-	-35.28K
Rmb capital management	66.99K	0.04%	-32.53K
Forest hill capital	-	-	-30.63K

New Positions

Holder	Shares	% Assets	Change	Value
Kennedy capital management	244.37K	0.12%	244.37K	$5.78M
Boothbay fund management	37.27K	0.02%	37.27K	$882.25K
Jane street group	13.96K	0.00%	13.96K	$330.39K
Corebridge financial	8.55K	0.00%	8.55K	$202.47K
Mirae asset global etfs	8.13K	0.00%	8.13K	$192.56K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Innealta capital	-34.00
Meeder asset management	-457.00
Great west life assurance co /can/	-588.00
Metropolitan life insurance co/ny	-887.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Sep 30, 2023	94	-1.05%	8,439,989	0.66%	50	2.02%	31	-22.50%	30	11.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	463.63K	2.74%	-1.04K
Vanguard Total Stock Mkt Idx Inv	455.88K	2.69%	-8.75K
Foundry Partners Micro Cap Value	273.00K	1.61%	51.63K
Vanguard Institutional Extnd Mkt Idx Tr	244.27K	1.44%	-6.38K
Avantis US Small Cap Value ETF	211.51K	1.25%	-
DFA US Small Cap Value I	184.97K	1.09%	7.03K
Fidelity Small Cap Index	159.60K	0.94%	-4.88K
iShares Russell 2000 Value ETF	157.91K	0.93%	-
Private Capital Management Value Focus	109.90K	0.65%	-
Kennedy Micro Cap	107.51K	0.64%	-710.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Dec 04, 2024	Jordan Rhett D.	EVP & CHIEF CREDIT OFFICER	Sell	$7.12K
Nov 07, 2024	PRESLEY JOHN M	-	Sell	$268.43K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	8
2024 Q3	-	2
2024 Q2	-	3
2024 Q1	1	1
2023 Q4	-	3

SMBK Ownership FAQ

Who Owns SmartFinancial?

SmartFinancial shareholders are primarily institutional investors at 55.96%, followed by 16.97% insiders and 27.07% retail investors. The average institutional ownership in SmartFinancial's industry, Regional Banks Stocks, is 51.67%, which SmartFinancial exceeds.

Who owns the most shares of SmartFinancial?

SmartFinancial’s largest shareholders are Blackrock (1.37M shares, 8.10%), Vanguard group (804.97K shares, 4.78%), and Dimensional fund advisors lp (699.79K shares, 4.15%). Together, they hold 17.04% 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 11.35% of its assets in 645.96K SmartFinancial shares, valued at 15.29M$.

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 463.63K SmartFinancial shares.

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