- Type / Class
- Equity / Common Stock
- Shares outstanding
- 17,164,483
- Total 13F shares
- 9,080,346
- Share change
- +225,103
- Total reported value
- $214,935,459
- Price per share
- $23.67
- Number of holders
- 102
- Value change
- +$5,717,568
- Number of buys
- 49
- Number of sells
- 38
Quarterly Holders Quick Answers
What is CUSIP 83190L208?
CUSIP 83190L208 identifies SMBK - SMARTFINANCIAL INC. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 83190L208:
Top shareholders of SMBK - SMARTFINANCIAL INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
8%
|
1,373,003
|
$28,929,174 | — | 31 Mar 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.6%
|
789,233
|
$16,629,140 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.9%
|
664,740
|
$14,006,073 | — | 31 Mar 2024 | |
| Cravens & Co Advisors, LLC |
13F
|
Company |
3.8%
|
647,584
|
$13,644,597 | — | 31 Mar 2024 | |
| Private Capital Management, LLC |
13F
|
Company |
3.4%
|
578,245
|
$12,183,616 | — | 31 Mar 2024 | |
| BANC FUNDS CO LLC |
13F
|
Company |
3.2%
|
541,148
|
$11,402,000 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
1.9%
|
332,241
|
$7,000,318 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
321,625
|
$6,777,430 | — | 31 Mar 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.5%
|
250,335
|
$5,274,558 | — | 31 Mar 2024 | |
| Michael Salzhauer |
13F
|
Individual |
1.4%
|
243,467
|
$5,129,856 | — | 31 Mar 2024 | |
| Ottis H. Phillips |
3/4/5
|
Director |
—
class O/S missing
|
229,800
|
$4,903,932 | — | 26 Jan 2023 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
1.1%
|
196,153
|
$4,132,944 | — | 31 Mar 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1%
|
179,437
|
$3,780,738 | — | 31 Mar 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.92%
|
157,168
|
$3,311,530 | — | 31 Mar 2024 | |
| Foundry Partners, LLC |
13F
|
Company |
0.88%
|
150,870
|
$3,178,831 | — | 31 Mar 2024 | |
| Elizabeth Park Capital Advisors, Ltd. |
13F
|
Company |
0.86%
|
147,649
|
$3,110,964 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.85%
|
145,599
|
$3,067,771 | — | 31 Mar 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.81%
|
138,774
|
$2,924,000 | — | 31 Mar 2024 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.76%
|
130,361
|
$2,746,704 | — | 31 Mar 2024 | |
| MENDON CAPITAL ADVISORS CORP |
13F
|
Company |
0.01%
|
1,143
|
$2,137,446 | — | 31 Mar 2024 | |
| Curi Capital, LLC |
13F
|
Company |
0.58%
|
99,525
|
$2,096,992 | — | 31 Mar 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.55%
|
93,574
|
$1,971,604 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.54%
|
92,211
|
$1,942,890 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.39%
|
67,291
|
$1,417,839 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.39%
|
66,749
|
$1,406,401 | — | 31 Mar 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.36%
|
61,000
|
$1,285,270 | — | 31 Mar 2024 | |
| Empowered Funds, LLC |
13F
|
Company |
0.35%
|
59,437
|
$1,252,338 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.31%
|
53,297
|
$1,122,968 | — | 31 Mar 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.28%
|
48,762
|
$1,027,416 | — | 31 Mar 2024 | |
| REGIONS FINANCIAL CORP |
13F
|
Company |
0.27%
|
46,139
|
$972,149 | — | 31 Mar 2024 | |
| LBMC INVESTMENT ADVISORS, LLC |
13F
|
Company |
0.26%
|
44,298
|
$933,359 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.26%
|
43,949
|
$926,006 | — | 31 Mar 2024 | |
| Crescent Grove Advisors, LLC |
13F
|
Company |
0.25%
|
42,573
|
$897,013 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.25%
|
42,466
|
$894,759 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.24%
|
41,218
|
$868,463 | — | 31 Mar 2024 | |
| Gregory L. Davis |
3/4/5
|
EVP & CHIEF LENDING OFFICER |
—
class O/S missing
|
38,215
|
$815,508 | — | 29 Sep 2023 | |
| PINNACLE FINANCIAL PARTNERS INC |
13F
|
Company |
0.21%
|
36,763
|
$774,597 | — | 31 Mar 2024 | |
| Ascent Wealth Partners, LLC |
13F
|
Company |
0.21%
|
35,280
|
$743,350 | — | 31 Mar 2024 | |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
13F
|
Company |
0.2%
|
34,938
|
$736,144 | — | 31 Mar 2024 | |
| SlateStone Wealth, LLC |
13F
|
Company |
0.2%
|
33,927
|
$715,000 | — | 31 Mar 2024 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.2%
|
33,666
|
$709,343 | — | 31 Mar 2024 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.19%
|
32,541
|
$685,639 | — | 31 Mar 2024 | |
| Forest Hill Capital, LLC |
13F
|
Company |
0.18%
|
30,632
|
$645,416 | — | 31 Mar 2024 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.18%
|
30,610
|
$644,953 | — | 31 Mar 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.18%
|
30,592
|
$644,573 | — | 31 Mar 2024 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.17%
|
29,178
|
$614,782 | — | 31 Mar 2024 | |
| Swiss National Bank |
13F
|
Company |
0.17%
|
28,547
|
$601,485 | — | 31 Mar 2024 | |
| CALDWELL SUTTER CAPITAL, INC. |
13F
|
Company |
0.17%
|
28,431
|
$599,041 | — | 31 Mar 2024 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.15%
|
26,600
|
$560,462 | — | 31 Mar 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.15%
|
25,290
|
$532,860 | — | 31 Mar 2024 |
Institutional Holders of SMARTFINANCIAL INC. - Common Stock (SMBK) as of Q2 2024
As of 30 Jun 2024,
SMARTFINANCIAL INC. - Common Stock (SMBK) was held by
102 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,080,346 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, Cravens & Co Advisors, LLC, Private Capital Management, LLC, BANC FUNDS CO LLC, GEODE CAPITAL MANAGEMENT, LLC, STATE STREET CORP, ALLIANCEBERNSTEIN L.P., and KENNEDY CAPITAL MANAGEMENT LLC.
This page lists
102
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
99
Q2 2024 holders
102
Holder diff
3
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.