Free Trial
→ $100 Trillion “AI Metal” Found in American Ghost Town (From Brownstone Research) (Ad)tc pixel Free SMBK Stock Alerts

SmartFinancial (SMBK) Institutional Ownership

SmartFinancial logo
$36.78 -0.14 (-0.39%)
Closing price 08/29/2025 03:59 PM Eastern
Extended Trading
$36.84 +0.07 (+0.18%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for SmartFinancial (NASDAQ:SMBK)

Current
Institutional Ownership
Percentage
58.78%
Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$60.84M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$28.43M
Get SMBK Insider Trade Alerts

Want to know when executives and insiders are buying or selling SmartFinancial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Squarepoint Ops LLC18,527$626K0.0%-20.6%0.109%
8/18/2025 Geneos Wealth Management Inc.18,630$629K0.0%+200.0%0.109%
8/15/2025 Tower Research Capital LLC TRC 1,895$64K0.0%+173.4%0.011%
8/15/2025 Salzhauer Michael225,903$7.63M4.5%-5.5%1.327%
8/15/2025 Lazard Asset Management LLC3,790$128K0.0%N/A0.022%
8/15/2025 Engineers Gate Manager LP11,849$400K0.0%+5.2%0.070%
8/15/2025 BNP Paribas Financial Markets6,795$230K0.0%-12.1%0.040%
8/15/2025 Boothbay Fund Management LLC73,421$2.48M0.0%+7.3%0.431%
8/15/2025 Bridgeway Capital Management LLC127,533$4.31M0.1%+4.4%0.749%
8/15/2025 Bank of America Corp DE17,050$576K0.0%+42.4%0.100%
8/14/2025 Jane Street Group LLC32,402$1.10M0.0%-23.6%0.190%
8/14/2025 Raymond James Financial Inc.10,131$342K0.0%-7.3%0.060%
8/14/2025 Occudo Quantitative Strategies LP6,140$207K0.0%N/A0.036%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,965$269K0.0%-16.0%0.047%
8/14/2025 Tennessee Valley Asset Management Partners6,261$211K0.1%N/A0.037%
8/14/2025 The Manufacturers Life Insurance Company 5,926$200K0.0%N/A0.035%
8/14/2025 NewEdge Advisors LLC13,235$447K0.0%+3,556.1%0.078%
8/14/2025 Qube Research & Technologies Ltd27,043$914K0.0%+76.9%0.159%
8/14/2025 Elizabeth Park Capital Advisors Ltd.80,866$2.73M2.5%-28.7%0.475%
8/13/2025 Marshall Wace LLP16,235$548K0.0%N/A0.095%
8/13/2025 Kennedy Capital Management LLC23,711$801K0.0%+37.3%0.139%
8/13/2025 EverSource Wealth Advisors LLC1,499$51K0.0%+46.0%0.009%
8/13/2025 Invesco Ltd.20,978$709K0.0%-16.4%0.123%
8/13/2025 Arrowstreet Capital Limited Partnership46,565$1.57M0.0%+11.1%0.274%
8/13/2025 Panagora Asset Management Inc.62,783$2.12M0.0%+23.2%0.369%
8/13/2025 New York State Common Retirement Fund3,534$119K0.0%-45.9%0.021%
8/13/2025 Russell Investments Group Ltd.87,521$2.96M0.0%-12.2%0.514%
8/12/2025 Prudential Financial Inc.9,605$324K0.0%-4.2%0.056%
8/12/2025 American Century Companies Inc.260,188$8.79M0.0%-5.9%1.529%
8/12/2025 Rhumbline Advisers22,172$749K0.0%-3.7%0.130%
8/12/2025 Brandywine Global Investment Management LLC25,959$877K0.0%-2.6%0.153%
8/12/2025 Hillsdale Investment Management Inc.160,229$5.41M0.2%+29.2%0.942%
8/12/2025 JPMorgan Chase & Co.74,200$2.51M0.0%-17.6%0.436%
8/11/2025 Persistent Asset Partners Ltd19,636$663K0.5%+45.7%0.115%
8/8/2025 Intech Investment Management LLC7,763$262K0.0%-14.2%0.046%
8/8/2025 Creative Planning21,905$740K0.0%-23.8%0.129%
8/8/2025 Bailard Inc.19,700$665K0.0%+58.7%0.116%
8/8/2025 Geode Capital Management LLC337,494$11.40M0.0%-0.8%1.983%
8/8/2025 PNC Financial Services Group Inc.2,243$76K0.0%+24.3%0.013%
8/7/2025 Acadian Asset Management LLC158,723$5.36M0.0%+1.4%0.933%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.tc pixel

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
8/7/2025 CSM Advisors LLC177,590$6.00M0.2%N/A1.044%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.103,836$3.51M0.0%+18.5%0.610%
8/7/2025 Los Angeles Capital Management LLC47,633$1.61M0.0%+129.2%0.280%
7/31/2025 AlphaQuest LLC8,746$295K0.0%N/A0.051%
7/28/2025Equitable Trust Co.12,790$432K0.0%+13.3%0.075%
7/28/2025 RFG Advisory LLC6,912$233K0.0%-31.0%0.041%
7/24/2025 Inspire Investing LLC11,442$387K0.0%+3.4%0.067%
7/9/2025 Harbor Capital Advisors Inc.5,432$183K0.0%+8.6%0.032%
6/27/2025 Goldman Sachs Group Inc.104,914$3.26M0.0%-10.6%0.616%
6/3/2025 Inspire Investing LLC11,066$344K0.0%-14.0%0.065%
5/29/2025 Rhumbline Advisers23,017$715K0.0%-4.3%0.135%
5/28/2025 Strs Ohio17,200$535K0.0%N/A0.101%
5/21/2025 Acadian Asset Management LLC156,591$4.87M0.0%+6.2%0.920%
5/19/2025 Jane Street Group LLC42,385$1.32M0.0%+263.2%0.249%
5/16/2025 Empowered Funds LLC65,709$2.04M0.0%-7.0%0.386%
5/16/2025 Goldman Sachs Group Inc.104,914$3.26M0.0%-10.6%0.616%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,481$295K0.0%+4.3%0.056%
5/16/2025 Bridgeway Capital Management LLC122,209$3.80M0.1%-3.9%0.718%
5/16/2025 AQR Capital Management LLC51,972$1.62M0.0%+150.9%0.305%
5/15/2025 Cubist Systematic Strategies LLC7,785$242K0.0%-42.4%0.046%
5/15/2025 Royal Bank of Canada13,565$422K0.0%-11.1%0.080%
5/15/2025 Panagora Asset Management Inc.50,942$1.58M0.0%+51.8%0.299%
5/15/2025 Trexquant Investment LP30,767$956K0.0%+2.5%0.181%
5/15/2025 Elizabeth Park Capital Advisors Ltd.113,446$3.53M3.2%-11.1%0.667%
5/14/2025 Wealth Preservation Advisors LLC6,945$216K0.2%N/A0.041%
5/14/2025 Virtus Advisers LLC4,163$129K0.2%N/A0.024%
5/14/2025 Northwestern Mutual Wealth Management Co.1,949$61K0.0%N/A0.011%
5/14/2025 Martingale Asset Management L P57,438$1.79M0.0%+7.9%0.338%
5/14/2025 Wellington Management Group LLP420,975$13.08M0.0%-3.8%2.474%
5/13/2025 LeConte Wealth Management LLC19,372$602K0.4%N/A0.114%
5/13/2025 American Century Companies Inc.276,458$8.59M0.0%+0.5%1.625%
5/13/2025 Brandywine Global Investment Management LLC26,659$829K0.0%-3.6%0.157%
5/13/2025 Persistent Asset Partners Ltd13,479$419K0.4%-9.6%0.079%
5/13/2025 Russell Investments Group Ltd.99,641$3.10M0.0%-23.5%0.586%
5/12/2025 Nuveen LLC70,650$2.20M0.0%N/A0.415%
5/12/2025 Invesco Ltd.25,086$780K0.0%-9.7%0.147%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.87,634$2.72M0.0%+45.9%0.515%
5/9/2025 Vanguard Group Inc.794,867$24.70M0.0%-2.8%4.671%
5/9/2025 PNC Financial Services Group Inc.1,805$56K0.0%-18.0%0.011%
5/8/2025 SlateStone Wealth LLC29,427$915K0.1%-12.0%0.173%
5/7/2025Equitable Trust Co.11,285$351K0.0%-23.2%0.066%
5/5/2025Foundry Partners LLC183,160$5.69M0.3%-0.6%1.076%
5/2/2025 Bailard Inc.12,415$386K0.0%N/A0.073%
5/2/2025 Victory Capital Management Inc.33,450$1.04M0.0%-2.2%0.197%
5/1/2025 CWM LLC2,489$77K0.0%+282.9%0.015%
5/1/2025 Stieven Capital Advisors L.P.147,634$4.59M0.9%-1.7%0.868%
4/29/2025 Bank of New York Mellon Corp75,474$2.35M0.0%-2.9%0.443%
4/23/2025 Salzhauer Michael239,139$7.43M3.0%+0.1%1.405%
4/14/2025 Harbor Capital Advisors Inc.5,004$156K0.0%+2,389.6%0.029%
4/9/2025 Lbmc Investment Advisors LLC43,865$1.36M0.1%-1.0%0.258%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”tc pixel

Discover the coin that could define Trump’s crypto presidency.
4/8/2025 Rhumbline Advisers23,017$715K0.0%-4.3%0.135%
4/7/2025 GAMMA Investing LLC2,145$69K0.0%+19,400.0%0.013%
3/24/2025 Wellington Management Group LLP437,793$13.56M0.0%+28.6%2.573%
2/17/2025 Virtus Investment Advisers Inc.4,000$124K0.1%N/A0.024%
2/17/2025 Squarepoint Ops LLC8,948$277K0.0%N/A0.053%
2/17/2025 Two Sigma Advisers LP20,400$632K0.0%+22.2%0.120%
2/17/2025 Two Sigma Investments LP30,938$958K0.0%+91.8%0.183%
2/17/2025 Private Capital Management LLC522,676$16.19M1.7%-6.3%3.087%
2/17/2025 Millennium Management LLC60,255$1.87M0.0%+281.7%0.356%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,091$282K0.0%+4.4%0.054%
(Data available from 1/1/2016 forward)

SMBK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMBK shares?

During the previous two years, 117 institutional investors and hedge funds held shares of SmartFinancial. The most heavily invested institutionals were Vanguard Group Inc. ($24.70M), Dimensional Fund Advisors LP ($23.49M), Private Capital Management LLC ($16.19M), Cravens & Co Advisors LLC ($13.89M), Wellington Management Group LLP ($13.08M), Geode Capital Management LLC ($11.40M), and Banc Funds Co. LLC ($11.23M).Learn more on SmartFinancial's institutional investors.

What percentage of SmartFinancial's stock is owned by institutional investors?

58.78% of SmartFinancial's stock is owned by institutional investors. Learn more on SMBK's institutional investor holdings.

Which institutional investors have been buying SmartFinancial's stock?

Of the 93 institutional investors that purchased SmartFinancial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($333.76K), CSM Advisors LLC ($177.59K), Hillsdale Investment Management Inc. ($156.23K), Stieven Capital Advisors L.P. ($154.13K), Mendon Capital Advisors Corp ($142.30K), Foundry Partners LLC ($112.94K), and Connor Clark & Lunn Investment Management Ltd. ($103.84K).

How much institutional buying is happening at SmartFinancial?

Institutional investors have bought a total of 1,955,673 shares in the last 24 months. This purchase volume represents approximately $60.84M in transactions.

Which of SmartFinancial's major shareholders have been selling company stock?

Of the 48 institutional investors that sold SmartFinancial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($198.47K), Cravens & Co Advisors LLC ($197.61K), Russell Investments Group Ltd. ($66.87K), Vanguard Group Inc. ($61.78K), Private Capital Management LLC ($49.99K), Elizabeth Park Capital Advisors Ltd. ($46.78K), and Curi RMB Capital LLC ($40.52K).

How much institutional selling is happening at SmartFinancial?

Institutional investors have sold a total of 924,977 shares in the last 24 months. This volume of shares sold represents approximately $28.43M in transactions.


Related Companies

This page (NASDAQ:SMBK) was last updated on 8/31/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel