$SMBK

$48.81 -$0.79 (1.59%) Close

$SMBK Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 17.1M shares outstanding

Who owns SMBK?

By type of holder

Institutions 64.9% Insiders 9.2% Everyone else 25.9%

Concentration Top 10 holders own 34.9%

BlackRock, Inc. 8.6% · Dimensional Fund Advisors LP 4.9%

Institutional ownership

64.9%

+1.6 pts vs last qtr

Institutional holders

182

+8 vs last qtr

Net shares bought

+270.3K

by institutions in Q2 2026

New / sold out

24 / 16

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +183.6K
First Eagle Investment Management, LLC +95.3K

Biggest sellers in Q2 2026

Qube Research & Technologies Ltd −104.7K
Wellington Management Group LLP −81.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$577K

2 notices from 1 person

Shares covered

14.1K

0.08% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Steven B Tucker Director $577K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+176.1%

+11.95% a year

Each share's claim on the business

−63.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$8.48M vs $8.59M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years69% 3–5 years6% 1–3 years17% Under 1 year9%

Quarterly turnover

6.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SMBK on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.5M	8.59%	+183.6K (+14.3%)	≤2021	0.0%
Shares held by quarter Peak holding1.5M (Q2'26) Change over 8 quarters+76.0K Share of the company8.590% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	836.1K	4.89%	−302 (−0.0%)	≤2021	0.0%
Shares held by quarter Peak holding838.8K (Q4'25) Change over 8 quarters+110.4K Share of the company4.890% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

1.5M

% of company

8.59%

Change vs last qtr

+183.6K (+14.3%)

Held since

≤2021

Dimensional Fund Advisors LP

836.1K

% of company

4.89%

Change vs last qtr

−302 (−0.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding SmartFinancial Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SMBK on Form N-PORT; together they hold 26.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$23.1M	491.3K	2.87%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$19.5M	415.7K	2.43%	0.02%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$23.1M

% of company

2.87%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$19.5M

% of company

2.43%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding SmartFinancial Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WG Wolpert Geoffrey Alan Insider	297.9K	1.74%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.740% Wolpert Geoffrey Alan's insider activity →
OD Ogle David Austin Insider	238.4K	1.39%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.390% Ogle David Austin's insider activity →

Wolpert Geoffrey Alan

Insider

297.9K

% of company

1.74%

Change vs last qtr

—

Held since

—

Ogle David Austin

Insider

238.4K

% of company

1.39%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of SmartFinancial Inc.

Comments