SmartFinancial, Inc.
Ownership
Ownership Structure
Who owns SmartFinancial, Inc. (SMBK)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 88.9% of the shares are freely tradable; institutional investors hold 64.6%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 8.59 | 1,468,195 | +14.3 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 4.89 | 836,086 | +0.0 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.98 | 679,819 | -0.1 | 06/30/2026 |
| Arnhold & S. Bleichroeder Advisers, LLC | 3.74 | 638,678 | +185.1 | 06/30/2026 |
| Wellington Management Company LLP | 3.48 | 594,386 | -12.0 | 06/30/2026 |
| State Street Corp | 2.67 | 457,060 | +3.8 | 06/30/2026 |
| American Century Companies Inc | 2.62 | 448,667 | +20.7 | 06/30/2026 |
| Private Capital Management, LLC | 2.53 | 432,512 | +1.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.85 | 486,854 | -2.6 | 09/30/2026 |
| Avantis US Small Cap Value ETF | 2.59 | 443,097 | +0.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Tucker Steven B. | Director | 47,222 | 2,328,045 $ | Oct 23, 2026 | direct |
| Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | 10,942 | 539,441 $ | Oct 26, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 26, 2026 | Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | Sell | 200 | 49.80 | 9,960 |
| Oct 23, 2026 | Tucker Steven B. | Director | Sell | 3,500 | 49.50 | 173,250 |
| Sep 14, 2026 | Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | Sell | 230 | 52.05 | 11,972 |
| Aug 4, 2026 | Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | Sell | 430 | 52.75 | 22,683 |
| Apr 24, 2026 | Rhett D Jordan | EVP | Sell | 500 | 41.85 | 20,925 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 2, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.