Who Owns SMBK?

SmartFinancial, Inc. — Institutional Ownership & 13F Holdings

$41.81

+0.05 (+0.12%)

Market Cap

$721.0M

Shares Outstanding

17,098,471

Institutional Holders

138

Total Inst. Value

$353.3M

% of Float Held

64.8%

QoQ Holder Change

+56

Institutional data as of Q1 2025

New Positions

27

Closed Positions

10

Increased

39

Decreased

48

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew$60.6M1,949
2BlackRock, Inc.$44.1M1,419,692
3VANGUARD GROUP INC$24.7M794,867
4DIMENSIONAL FUND ADVISORS LP$24.4M786,505
5Private Capital Management, LLC$16.1M517,891
6Cravens & Co Advisors, LLC$13.7M439,689
7WELLINGTON MANAGEMENT GROUP LLP$13.1M420,975
8STATE STREET CORP$10.6M341,514
9GEODE CAPITAL MANAGEMENT, LLC$10.6M340,306
10BANC FUNDS CO LLC$9.2M294,911

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Frequently Asked Questions

How many institutional investors hold SMBK?

As of Q1 2025, 138 institutional investors report holding SMBK (SmartFinancial, Inc.) in their 13F filings.

What percentage of SmartFinancial, Inc. is owned by institutions?

Institutional investors hold approximately 64.8% of SmartFinancial, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most SMBK?

The largest institutional holder of SMBK is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $60.6M in shares.

Are institutions buying or selling SMBK?

This quarter, 27 institutions opened new positions in SMBK and 10 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.