How many institutions own SMBK stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SMBK shares is 210, representing 60.31% of the company's common stock.

Who are the major shareholders selling SmartFinancial, Inc. stock?

VICTORY CAPITAL MANAGEMENT INC, in the last quarter, reduced its stake in SMBK by -9.97% restricting it's holding to 28 thousand shares of worth nearly $1.00M. BLACKROCK, INC. also lessened -2.85% of the SMBK shares from its portfolio, reducing its holding to 1.26 million shares of worth $45.05M. JPMORGAN CHASE & CO also shunned SMBK shares holding by -11.15% last quarter which brought its holding to 65.93 thousand shares worth $2.36M.

Investors who are buying SMBK stock?

As per its latest 13F filing, AMERICAN CENTURY COMPANIES INC increased its stake in SMBK by 11.56% in the last quarter. The institutional holder raised its holding to 290.27 thousand shares having worth more than $10.37M. GEODE CAPITAL MANAGEMENT, LLC also added 0.74% more shares of SMBK to its portfolio, raising its holding to 339.98 thousand shares of worth $12.15M. INVESCO LTD. also increased its SMBK shares holding by 25.37% which brought its holding to 26.3 thousand shares worth $939.74K.

SMBK's major insiders: who are they?

The insider with the most stakes in SMBK is Ogle David Austin , director at the company. Additionally, SMBK stock is highly held by director Barrett Victor Lynn and director Miller Ted Charles among others.

Did an insider recently sell SMBK stock?

Company executives, directors, and other insiders own 7.6% percent of SmartFinancial, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which SMBK insiders have sold stock, totaling 10.88K shares. Insiders that have sold shares include TUCKER STEVEN B., JORDAN RHETT D., and PRESLEY JOHN M.

Which insider recently purchased SMBK stock?

There have been 1 transaction(s) during the past 6-months in which SmartFinancial, Inc. insiders have bought stock, totalling 255 shares

How much of SMBK does insiders own?

Around 61.04K SmartFinancial, Inc. shares are held by insiders, which represents about 7.6% of SMBK stock.

Who is the insider with the largest stake?

SMBK director, Ogle David Austin holds the largest portfolio of the company's shares. SMBK shares owned by Ogle total nearly 188.55 thousand.

Which institution holds the most shares in SMBK?

AMERICAN CENTURY COMPANIES INC is the largest institutional owner in SMBK which holds 290.27 thousand shares worth $10.37M or 1.73% of the total SMBK shares outstanding followed by GEODE CAPITAL MANAGEMENT, LLC with ownership of 339.98 thousand shares representing 2.03% of the SMBK ownership. INVESCO LTD. is the third largest stakeholder with 26.3 thousand shares or 0.16% of the ownership worth more than $939.74K.

Is SmartFinancial, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SMBK is concerned, it is a stock which is optionable.

Is there a short position on SMBK's shares?

Number of SMBK shares short is 93.08K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SMBK shares are there?

As of today, 17.02M shares of SMBK are outstanding.

Is there many float in SMBK stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SMBK has 14.40M shares in float.

SMBK short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SMBK is 1.69.

SmartFinancial (SMBK) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.55

Short Percent Of Float0.59

Shares Outstanding17.02M

Shares Float14.40M

Shares Short93.08K

Short Ratio1.69

0.59%

Short % of Float

0.55%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

7.6% Percentage of Shares held by All Insiders

60.31% Percentage of Shares held by All Institutions

65.27% Percentage of Float held by Institutions

210

Number of Institutions Holding Shares

Institutional Ownership

About 60.31% of SMBK shares are held by financial institutions. AMERICAN CENTURY COMPANIES INC is the top corporate investor, holding 290.27K shares valued at $10.37M. A 1.73% stake in SmartFinancial, Inc. is owned by the company. GEODE CAPITAL MANAGEMENT, LLC owns 339.98K shares valued at $12.15M, which translates its holding of 2.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.73%	290.27K	10.37M	30.09K	+11.56%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.03%	339.98K	12.15M	2.48K	+0.74%
Sep 30, 2025	INVESCO LTD.	0.16%	26.3K	939.74K	5.32K	+25.37%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.17%	28K	1M	-3.1K	-9.97%
Sep 30, 2025	VANGUARD GROUP INC	5.05%	846.98K	30.26M	26.37K	+3.21%
Sep 30, 2025	BLACKROCK, INC.	7.52%	1.26M	45.05M	-36.96K	-2.85%
Sep 30, 2025	JPMORGAN CHASE & CO	0.39%	65.93K	2.36M	-8.27K	-11.15%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.41%	69.26K	2.47M	-255	-0.37%
Sep 30, 2025	EQUITABLE TRUST CO	0.07%	12.35K	441.09K	-445	-3.48%
Sep 30, 2025	INSPIRE INVESTING, LLC	0.08%	12.7K	453.91K	1.26K	+11.03%
Sep 30, 2025	UBS GROUP AG	0.08%	13.04K	466.03K	-1.01K	-7.18%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	13.1K	467.99K	-5.53K	-29.69%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	14.19K	507K	298	+2.14%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.1%	16.02K	572.32K	0	0
Sep 30, 2025	STRS OHIO	0.1%	16.6K	593.12K	-600	-3.49%
Sep 30, 2025	R SQUARED LTD	0.1%	16.83K	601.37K	16.83K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.12%	19.34K	691.04K	37	+0.19%
Sep 30, 2025	LECONTE WEALTH MANAGEMENT, LLC	0.12%	19.48K	695.84K	100	+0.52%
Sep 30, 2025	RATHER & KITTRELL, INC.	0.12%	19.7K	703.85K	0	0
Sep 30, 2025	BAILARD, INC.	0.12%	20.52K	733K	815	+4.14%
Sep 30, 2025	RHUMBLINE ADVISERS	0.13%	21.46K	766.72K	-713	-3.22%
Sep 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.13%	21.76K	777.59K	0	0
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.14%	23.71K	847.19K	0	0
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.15%	25.36K	906.08K	-600	-2.31%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.19%	32K	1.14M	32K	+100.00%
Sep 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.26%	44.39K	1.59M	-29.03K	-39.54%
Sep 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.46%	76.99K	2.75M	13.44K	+21.14%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.47%	78.61K	2.81M	7.58K	+10.67%
Sep 30, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.48%	80.87K	2.89M	0	0
Sep 30, 2025	NORTH REEF CAPITAL MANAGEMENT LP	0.5%	84.57K	3.02M	38.47K	+83.43%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.56%	94.46K	3.38M	6.94K	+7.93%
Sep 30, 2025	NUVEEN, LLC	0.59%	99.32K	3.55M	25.6K	+34.72%
Sep 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.61%	102.68K	3.67M	-57.55K	-35.92%
Sep 30, 2025	DEPRINCE RACE & ZOLLO INC	0.69%	115.7K	4.13M	-13.58K	-10.51%
Sep 30, 2025	STATE STREET CORP	2.05%	344.36K	12.3M	-182	-0.05%
Sep 30, 2025	PRIVATE CAPITAL MANAGEMENT, LLC	3.18%	533.82K	19.07M	-3.63K	-0.68%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.62%	104.68K	3.74M	30.89K	+41.85%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.67%	112.94K	4.04M	9.1K	+8.77%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.17%	28.43K	1.02M	0	0
Sep 30, 2025	BARCLAYS PLC	0.17%	29.03K	1.04M	-1.36K	-4.48%
Sep 30, 2025	SLATESTONE WEALTH, LLC	0.17%	29.3K	1.05M	-125	-0.42%
Sep 30, 2025	LBMC INVESTMENT ADVISORS, LLC	0.26%	43.87K	1.57M	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.38%	63.52K	2.27M	36.48K	+134.88%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.44%	74.16K	2.65M	-85	-0.11%
Sep 30, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.21%	34.94K	1.25M	0	0
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.23%	38.36K	1.37M	-1.5K	-3.77%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.26%	43.02K	1.54M	-4.61K	-9.68%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.27%	45.17K	1.61M	45.17K	+100.00%
Sep 30, 2025	REGIONS FINANCIAL CORP	0.28%	46.14K	1.65M	-175	-0.38%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.28%	46.57K	1.66M	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.29%	48.67K	1.74M	1.57K	+3.33%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.31%	51.6K	1.84M	-3K	-5.49%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.32%	54.49K	1.95M	-4.39K	-7.46%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.33%	55.34K	1.98M	0	0
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.38%	63.48K	2.27M	701	+1.12%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.72%	120.16K	4.29M	77.35K	+180.66%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.81%	135.11K	4.83M	7.58K	+5.94%
Sep 30, 2025	NORTHERN TRUST CORP	0.85%	143.33K	5.12M	1.9K	+1.35%
Sep 30, 2025	STIEVEN CAPITAL ADVISORS, L.P.	0.88%	148.03K	5.29M	200	+0.14%
Sep 30, 2025	MORGAN STANLEY	0.69%	116.29K	4.15M	-6.73K	-5.47%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.86%	647.51K	23.14M	64.81K	+11.12%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.99%	836.53K	29.89M	15.73K	+1.92%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1%	168.43K	6.02M	-15.48K	-8.42%
Sep 30, 2025	CSM ADVISORS, LLC	1.02%	171.98K	6.14M	-5.61K	-3.16%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.03%	172.87K	6.18M	-47.9K	-21.70%
Sep 30, 2025	BANC FUNDS CO LLC	1.2%	200.59K	7.17M	0	0
Sep 30, 2025	CRAVENS & CO ADVISORS, LLC	1.31%	220.43K	7.88M	-59.24K	-21.18%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	1.32%	221.91K	7.93M	63.18K	+39.81%
Sep 30, 2025	SALZHAUER MICHAEL	1.35%	225.9K	608.44K	0	0
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.13%	21.05K	710.9K	10.84K	+106.12%
Jun 30, 2025	BAILARD, INC.	0.12%	19.7K	665.47K	7.29K	+58.68%
Jun 30, 2025	RATHER & KITTRELL, INC.	0.12%	19.7K	665.43K	-2.33K	-10.57%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.11%	18.94K	639.66K	-11.83K	-38.45%
Jun 30, 2025	BARCLAYS PLC	0.18%	30.39K	1.03M	9.97K	+48.81%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	30.06K	1.02M	18	+0.06%
Jun 30, 2025	SLATESTONE WEALTH, LLC	0.18%	29.43K	994K	0	0
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.15%	25.96K	876.9K	-700	-2.63%
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.17%	28.43K	960.4K	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	27.04K	913.51K	11.75K	+76.86%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	42.81K	1.45M	-1.63K	-3.67%
Jun 30, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.21%	34.94K	1.18M	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.19%	32.4K	1.09M	-9.98K	-23.55%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.19%	31.1K	1.05M	-2.35K	-7.03%
Jun 30, 2025	BLACKROCK, INC.	7.74%	1.3M	43.84M	-121.75K	-8.58%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.62%	103.84K	3.51M	16.2K	+18.49%
Jun 30, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.48%	80.87K	2.73M	-32.58K	-28.72%
Jun 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.44%	73.42K	2.48M	5K	+7.31%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.28%	46.31K	1.56M	175	+0.38%
Jun 30, 2025	LBMC INVESTMENT ADVISORS, LLC	0.26%	43.87K	1.48M	0	0
Jun 30, 2025	HRT FINANCIAL LP	0.14%	23.11K	780K	14.31K	+162.62%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.07%	11.44K	386.51K	376	+3.40%
Jun 30, 2025	BROOKS, MOORE & ASSOCIATES, INC.	0.07%	11.35K	388.89K	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	1.1%	183.91K	6.21B	-7.42K	-3.88%
Jun 30, 2025	CSM ADVISORS, LLC	1.06%	177.59K	6M	177.59K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.73%	123.02K	4.16B	-26.35K	-17.64%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.14%	23.71K	800.96K	6.44K	+37.29%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	18.63K	629.32K	12.42K	+200.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.1%	16.24K	548.42K	16.24K	+100.00%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.1%	16.02K	541.09K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	13.24K	447.09K	12.87K	+3,556.08%
Jun 30, 2025	EQUITABLE TRUST CO	0.08%	12.79K	432.05K	1.51K	+13.34%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.07%	11.85K	400.26K	585	+5.19%
Jun 30, 2025	EVERGREEN ADVISORS, LLC	0.07%	11.76K	397.29K	29	+0.25%
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	11.72K	396K	-1.85K	-13.62%
Jun 30, 2025	STONEGATE INVESTMENT GROUP, LLC	0.07%	11.69K	394.89K	0	0
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.95%	158.72K	5.36M	2.13K	+1.36%
Jun 30, 2025	PRIVATE CAPITAL MANAGEMENT, LLC	3.21%	537.45K	18.15M	19.56K	+3.78%
Jun 30, 2025	CRAVENS & CO ADVISORS, LLC	1.67%	279.67K	9.45M	-160.02K	-36.39%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	1.55%	260.19K	8.79M	-16.27K	-5.89%
Jun 30, 2025	SALZHAUER MICHAEL	1.35%	225.9K	7.63M	-13.24K	-5.53%
Jun 30, 2025	BANC FUNDS CO LLC	1.2%	200.59K	6.78M	-94.32K	-31.98%
Jun 30, 2025	DEPRINCE RACE & ZOLLO INC	0.77%	129.28K	4.37M	-9.04K	-6.54%
Jun 30, 2025	JPMORGAN CHASE & CO	0.44%	74.2K	2.51M	-15.86K	-17.61%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.42%	71.03K	2.4M	5.32K	+8.10%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.41%	69.52K	2.35M	20.03K	+40.48%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.38%	63.55K	2.15M	63.55K	+100.00%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.37%	62.78K	2.12M	11.84K	+23.24%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.35%	58.88K	1.99M	1.44K	+2.51%
Jun 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.96%	160.23K	5.41M	36.2K	+29.19%
Jun 30, 2025	STIEVEN CAPITAL ADVISORS, L.P.	0.88%	147.83K	4.99M	200	+0.14%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.89%	820.8K	27.73M	34.29K	+4.36%
Jun 30, 2025	VANGUARD GROUP INC	4.89%	820.61K	27.72M	25.74K	+3.24%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.48%	582.7K	19.68M	161.73K	+38.42%
Jun 30, 2025	STATE STREET CORP	2.05%	344.54K	11.64M	3.03K	+0.89%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.01%	337.49K	11.4M	-2.81K	-0.83%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.32%	220.77K	7.46M	61.5K	+38.61%
Jun 30, 2025	NORTHERN TRUST CORP	0.84%	141.43K	4.78M	13.76K	+10.78%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.76%	127.53K	4.31M	5.32K	+4.36%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.52%	87.52K	2.96M	-12.12K	-12.16%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.44%	73.8K	2.49B	-31.12K	-29.66%
Jun 30, 2025	CITADEL ADVISORS LLC	0.3%	50.73K	1.71B	11.34K	+28.77%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.28%	47.1K	1.59B	-4.88K	-9.38%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.44%	74.25K	2.51M	-1.23K	-1.63%
Jun 30, 2025		0.34%	56.94K	1.92M	33.84K	+146.51%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.33%	55.34K	1.87M	0	0
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.33%	54.6K	1.84M	16.9K	+44.83%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.28%	47.63K	1.61M	26.86K	+129.25%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.28%	46.57K	1.57M	4.64K	+11.06%
Jun 30, 2025	NORTH REEF CAPITAL MANAGEMENT LP	0.28%	46.1K	1.56M	46.1K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.24%	39.86K	1.35M	-29.54K	-42.56%
Jun 30, 2025	NUVEEN, LLC	0.44%	73.72K	2.49M	3.07K	+4.35%
Jun 30, 2025	PMC FIG OPPORTUNITIES LLC	0.34%	56.94K	1.92M	33.84K	+146.51%
Mar 31, 2025	STATE STREET CORP	2.04%	341.51K	10.61M	-3.14K	-0.91%
Mar 31, 2025	SALZHAUER MICHAEL	1.43%	239.14K	7.43M	350	+0.15%
Mar 31, 2025	MORGAN STANLEY	0.89%	149.37K	4.64M	859	+0.58%
Mar 31, 2025	DEPRINCE RACE & ZOLLO INC	0.83%	138.33K	4.3M	-46.81K	-25.28%
Mar 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.41%	68.42K	2.13M	-19.79K	-22.43%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.39%	65.71K	2.04M	-4.97K	-7.03%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.34%	57.44K	1.79M	4.2K	+7.89%
Mar 31, 2025	NORTHERN TRUST CORP	0.76%	127.66K	3.97M	-918	-0.71%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.14%	191.33K	5.95M	-16.86K	-8.10%
Mar 31, 2025	FOUNDRY PARTNERS, LLC	1.09%	183.16K	5.69M	-1.1K	-0.60%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.95%	159.27K	4.95M	20K	+14.36%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.74%	124.03K	3.85M	4K	+3.33%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.63%	104.91K	3.26M	-12.42K	-10.58%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.2%	33.45K	1.04M	-750	-2.19%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.18%	30.77K	956.24K	741	+2.47%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	30.04K	933.64K	-983	-3.17%
Mar 31, 2025	SLATESTONE WEALTH, LLC	0.18%	29.43K	915K	-4K	-11.97%
Mar 31, 2025	CREATIVE PLANNING	0.17%	28.74K	893.27K	798	+2.86%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.59%	99.64K	3.1M	-30.55K	-23.47%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.33%	55.34K	1.72M	0	0
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.31%	51.97K	1.62M	31.26K	+150.87%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.3%	50.94K	1.58M	17.38K	+51.78%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.3%	49.49K	1.54M	18.55K	+59.95%
Mar 31, 2025	REGIONS FINANCIAL CORP	0.28%	46.14K	1.43M	0	0
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	44.45K	1.38M	-2	0.00%
Mar 31, 2025	LBMC INVESTMENT ADVISORS, LLC	0.26%	43.87K	1.36M	-433	-0.98%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	41.93K	1.3M	1.64K	+4.07%
Mar 31, 2025	JANE STREET GROUP, LLC	0.25%	42.39K	1.32M	30.72K	+263.20%
Mar 31, 2025	PRIVATE CAPITAL MANAGEMENT, LLC	3.09%	517.89K	16.08M	-4.79K	-0.92%
Mar 31, 2025	CRAVENS & CO ADVISORS, LLC	2.62%	439.69K	13.67M	-8.67K	-1.93%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.03%	340.31K	10.58M	6.89K	+2.07%
Mar 31, 2025	BANC FUNDS CO LLC	1.76%	294.91K	9.17M	-67.52K	-18.63%
Mar 31, 2025	JPMORGAN CHASE & CO	0.54%	90.06K	2.8M	14.54K	+19.24%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.52%	87.63K	2.72M	27.59K	+45.94%
Mar 31, 2025	CITADEL ADVISORS LLC	0.23%	39.4K	1.22M	12.85K	+48.38%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.22%	37.7K	1.17M	17.3K	+84.80%
Mar 31, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.21%	34.94K	1.09M	0	0
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.65%	276.46K	8.59M	1.51K	+0.55%
Mar 31, 2025	BLACKROCK, INC.	8.47%	1.42M	44.12M	-14.59K	-1.02%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.45%	75.47K	2.35M	-2.27K	-2.92%
Mar 31, 2025		0.42%	70.65K	2.2M	70.65K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.41%	69.41K	2.16M	9.15K	+15.19%
Mar 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.17%	28.43K	883.64K	0	0
Mar 31, 2025	VANGUARD GROUP INC	4.74%	794.87K	24.7M	-23.21K	-2.84%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.69%	786.51K	24.44M	28.44K	+3.75%
Mar 31, 2025	STIEVEN CAPITAL ADVISORS, L.P.	0.88%	147.63K	4.59M	-2.6K	-1.73%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.93%	156.59K	4.87M	9.12K	+6.19%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.73%	122.21K	3.8M	-4.97K	-3.91%
Mar 31, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.68%	113.45K	3.53M	-14.2K	-11.13%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.51%	420.98K	13.08M	-16.82K	-3.84%
Mar 31, 2024	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.07%	12.3K	259.09K	-1	-0.01%
Mar 31, 2024	CRESCENT GROVE ADVISORS, LLC	0.25%	42.57K	897.01K	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	42.47K	894.76K	0	0
Mar 31, 2024	INVESCO LTD.	0.25%	41.22K	868.46K	203	+0.49%
Mar 31, 2024	PINNACLE FINANCIAL PARTNERS INC	0.22%	36.76K	774.6K	0	0
Mar 31, 2024	ASCENT WEALTH PARTNERS, LLC	0.21%	35.28K	743.35K	0	0
Mar 31, 2024	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.21%	34.94K	736.14K	0	0
Mar 31, 2024	SLATESTONE WEALTH, LLC	0.2%	33.93K	715K	500	+1.50%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.2%	33.67K	709.34K	-1.56K	-4.43%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.19%	32.54K	685.64K	23.24K	+250.02%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.18%	30.59K	644.57K	30.59K	+100.00%
Mar 31, 2024	FOREST HILL CAPITAL, LLC	0.18%	30.63K	645.42K	-66.08K	-68.32%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.18%	30.61K	644.95K	-196	-0.64%
Mar 31, 2024	SWISS NATIONAL BANK	0.17%	28.55K	601.49K	0	0
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.17%	28.43K	599.04K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.14%	23.69K	499.11K	19.21K	+428.99%
Mar 31, 2024	SALZHAUER MICHAEL	1.44%	243.47K	5.13M	12.7K	+5.50%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	1.49%	250.34K	5.27M	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.91%	321.63K	6.78M	12.33K	+3.99%
Mar 31, 2024	UBS GROUP AG	0.12%	20.58K	433.66K	-2.45K	-10.65%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.12%	20.54K	432.68K	59	+0.29%
Mar 31, 2024	STRS OHIO	0.12%	20.4K	429K	-1.3K	-5.99%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.12%	20.25K	426.75K	20.25K	+100.00%
Mar 31, 2024	EQUITABLE TRUST CO	0.1%	16.53K	348.18K	0	0
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.1%	16.02K	337.5K	0	0
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	15.94K	335.88K	0	0
Mar 31, 2024	BAILARD, INC.	0.08%	13.65K	287.67M	0	0
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.08%	12.97K	271K	12.97K	+100.00%
Mar 31, 2024	CREDIT SUISSE AG/	0.07%	11.8K	248.67K	0	0
Mar 31, 2024	STATE STREET CORP	1.98%	332.24K	7M	6.83K	+2.10%
Mar 31, 2024	BROOKS, MOORE & ASSOCIATES, INC.	0.07%	11.61K	244.6K	165	+1.44%
Mar 31, 2024	EVERGREEN ADVISORS, LLC	0.07%	11.61K	244.59K	42	+0.36%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	11.04K	233K	1.19K	+12.12%
Mar 31, 2024	CRAVENS & CO ADVISORS, LLC	3.84%	647.58K	13.64M	0	0
Mar 31, 2024	PRIVATE CAPITAL MANAGEMENT, LLC	3.43%	578.25K	12.18M	-4.96K	-0.85%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.16%	26.6K	560.46K	3.9K	+17.18%
Mar 31, 2024	BARCLAYS PLC	0.15%	25.29K	533K	-10.79K	-29.91%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.15%	25K	526.75K	1.7K	+7.30%
Mar 31, 2024	BLACKROCK INC.	8.17%	1.37M	28.93M	-40.05K	-2.83%
Mar 31, 2024	BANC FUNDS CO LLC	3.21%	541.15K	11.4M	-31.5K	-5.50%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.26%	43.95K	926.01K	0	0
Mar 31, 2024	LBMC INVESTMENT ADVISORS, LLC	0.26%	44.3K	933.36K	0	0
Mar 31, 2024	REGIONS FINANCIAL CORP	0.27%	46.14K	972.15K	0	0
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.17%	29.18K	614.78K	14.56K	+99.66%
Mar 31, 2024	NORTHERN TRUST CORP	0.87%	145.6K	3.07M	-1.83K	-1.24%
Mar 31, 2024	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.88%	147.65K	3.11M	-511	-0.34%
Mar 31, 2024	FOUNDRY PARTNERS, LLC	0.9%	150.87K	3.18M	44.41K	+41.71%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.93%	157.17K	3.31M	35.47K	+29.15%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.95%	664.74K	14.01M	40.07K	+6.42%
Mar 31, 2024	VANGUARD GROUP INC	4.69%	789.23K	16.63M	19.49K	+2.53%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.15%	24.77K	521.99K	-1.31K	-5.04%
Mar 31, 2024	RHUMBLINE ADVISERS	0.14%	23.79K	501.16K	672	+2.91%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.07%	179.44K	3.78M	4.38K	+2.50%
Mar 31, 2024	DEPRINCE RACE & ZOLLO INC	1.16%	196.15K	4.13M	6.12K	+3.22%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.83%	138.77K	2.92M	100	+0.07%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.77%	130.36K	2.75M	24.98K	+23.70%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.59%	99.53K	2.1M	24.53K	+32.70%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.56%	93.57K	1.97M	-16.58K	-15.05%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.55%	92.21K	1.94M	-3.55K	-3.70%
Mar 31, 2024	MORGAN STANLEY	0.4%	67.29K	1.42M	1.54K	+2.34%
Mar 31, 2024	JPMORGAN CHASE & CO	0.4%	66.75K	1.41M	9.83K	+17.28%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.36%	61K	1.29M	0	0
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.35%	59.44K	1.25M	4.38K	+7.95%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.32%	53.3K	1.12M	-5.93K	-10.02%
Mar 31, 2024	CITADEL ADVISORS LLC	0.29%	48.76K	1.03M	20.01K	+69.58%
Dec 31, 2023	VANGUARD GROUP INC	4.58%	769.74K	18.85M	1.2K	+0.16%
Dec 31, 2023	BLACKROCK INC.	8.41%	1.41M	34.61M	88.67K	+6.70%
Dec 31, 2023	PRIVATE CAPITAL MANAGEMENT, LLC	3.47%	583.2K	14.28M	-10.1K	-1.70%
Dec 31, 2023	STRS OHIO	0.13%	21.7K	531K	0	0
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.14%	22.7K	555.92K	-5.7K	-20.07%
Dec 31, 2023	UBS GROUP AG	0.14%	23.04K	564.15K	9.48K	+69.88%
Dec 31, 2023	RHUMBLINE ADVISERS	0.14%	23.11K	566.05K	-259	-1.11%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.14%	23.3K	570.62K	2.35K	+11.22%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.16%	26.09K	638.9K	1.12K	+4.48%
Dec 31, 2023	CALDWELL SUTTER CAPITAL, INC.	0.17%	28.43K	696.28K	0	0
Dec 31, 2023	SWISS NATIONAL BANK	0.17%	28.55K	699.12K	-3.2K	-10.08%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	28.75K	704.19K	28.75K	+100.00%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.18%	30.81K	754.44K	-3.07K	-9.06%
Dec 31, 2023	SLATESTONE WEALTH, LLC	0.2%	33.43K	819K	11.75K	+54.20%
Dec 31, 2023	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.21%	34.94K	855.63K	0	0
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.21%	35.23K	862.73K	-261	-0.74%
Dec 31, 2023	ASCENT WEALTH PARTNERS, LLC	0.21%	35.28K	864.01K	0	0
Dec 31, 2023	BARCLAYS PLC	0.21%	36.08K	883K	19.19K	+113.56%
Dec 31, 2023	PINNACLE FINANCIAL PARTNERS INC	0.22%	36.76K	900.33K	0	0
Dec 31, 2023	INVESCO LTD.	0.24%	41.02K	1M	-4.15K	-9.19%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	42.47K	1.04M	30	+0.07%
Dec 31, 2023	CRESCENT GROVE ADVISORS, LLC	0.25%	42.57K	1.04M	-15K	-26.05%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.26%	43.95K	1.08M	5.93K	+15.59%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.72%	624.67K	15.3M	27.71K	+4.64%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.84%	309.29K	7.58M	-405	-0.13%
Dec 31, 2023	LBMC INVESTMENT ADVISORS, LLC	0.26%	44.3K	1.08M	0	0
Dec 31, 2023	REGIONS FINANCIAL CORP	0.27%	46.14K	1.13M	14.17K	+44.31%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.33%	55.06K	1.35B	4.9K	+9.78%
Dec 31, 2023	JPMORGAN CHASE & CO	0.34%	56.92K	1.39M	15.35K	+36.93%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.35%	59.23K	1.45M	-1.9K	-3.11%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.36%	61K	1.49M	0	0
Dec 31, 2023	MORGAN STANLEY	0.39%	65.75K	1.61M	33.26K	+102.36%
Dec 31, 2023	RMB CAPITAL MANAGEMENT, LLC	0.45%	75K	1.84M	0	0
Dec 31, 2023	MENDON CAPITAL ADVISORS CORP	0.45%	76.45K	1.87M	76.45K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.57%	95.76K	2.35M	25.8K	+36.87%
Dec 31, 2023	FOREST HILL CAPITAL, LLC	0.58%	96.71K	2.37M	-135.21K	-58.30%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.63%	105.38K	2.58M	34.49K	+48.65%
Dec 31, 2023	FOUNDRY PARTNERS, LLC	0.63%	106.46K	2.61M	32.97K	+44.86%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.66%	110.15K	2.7M	110.15K	+100.00%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.72%	121.7K	2.98M	2.11K	+1.77%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.83%	138.67K	3.4M	-200	-0.14%
Dec 31, 2023	NORTHERN TRUST CORP	0.88%	147.43K	3.61M	3.62K	+2.51%
Dec 31, 2023	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.88%	148.16K	3.4M	0	0
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.04%	175.06K	4.29M	4.9K	+2.88%
Dec 31, 2023	DEPRINCE RACE & ZOLLO INC	1.13%	190.03K	4.65M	75.64K	+66.12%
Dec 31, 2023	STATE STREET CORP	1.94%	325.42K	7.97M	2.98K	+0.93%
Dec 31, 2023	BANC FUNDS CO LLC	3.41%	572.65K	14.02M	0	0
Dec 31, 2023	SALZHAUER MICHAEL	1.37%	230.77K	5.65M	-2.32K	-0.99%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.49%	250.34K	6.13M	6.63K	+2.72%
Dec 31, 2023	CRAVENS & CO ADVISORS, LLC	3.85%	647.58K	15.86M	-66.67K	-9.33%

Insiders

Among the SMBK insiders holding of 7.6% of the stake in company, OGLE DAVID AUSTIN, director, holds the largest shares of 188.55K. BARRETT VICTOR LYNN, director, is the second largest SMBK insider with ownership of 141.13K shares. MILLER TED CHARLES, director, stands third with possession of 140.33K shares of that stake.

Insiders	Designation	Shares Held
OGLE DAVID AUSTIN	director	188.55K
BARRETT VICTOR LYNN	director	141.13K
MILLER TED CHARLES	director	140.33K
CARROLL WILLIAM YOUNG JR.	PRESIDENT AND CEO	113.47K
WOLPERT GEOFFREY ALAN	director	110.49K
WELBORN WESLEY MILLER	CHAIRMAN OF THE BOARD	96.94K
MILLER CLIFTON N	director	92.75K
WHALEY KEITH EDWARD	director	84.16K
TUCKER STEVEN B.	director	49.91K
PAYNE DOYCE G MD	director	43.16K
YODER WILLIAM L	Chief Banking&Deposit Officer	42.23K
WICKS JAMES BEAUMONT	director	40.36K
CARROLL WILLIAM YOUNG SR.	Vice-Chairman	29.47K
DAVIS GREGORY L.	Chief Lending Officer and EVP	22.67K
PETTY GARY WAYNE JR	EVP & CHIEF RISK OFFICER	19.09K
HUGHES NATHANIEL F	EVP & Investment Officer	16.16K
ACKERMANN CATHY G	director	12.41K
WATSON ROBERT B	Executive	10.41K
JOHNSON C BRYAN	Chief Financial Officer	10.23K
JORDAN RHETT D.	EVP & CHIEF CREDIT OFFICER	10.1K
BERKE MONIQUE	director	10.01K
COXWELL JOHN H SR	EVP & COO	9.39K
GORCZYNSKI RONALD J	Chief Financial Officer & EVP	6.5K
SHOMAKER KELLI D	director	1.02K
KUHN ROBERT WADE JR.	Regional President - SmartBank	510
PRESLEY JOHN M	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 27, 2026	SHOMAKER KELLI D	PURCHASE	39.38	255	10.04K	1.02K
Dec 10, 2025	TUCKER STEVEN B.	SALE	38.01	10.63K	403.86K	49.91K
Nov 18, 2025	JORDAN RHETT D.	SALE	35.00	250	8.75K	10.1K
Feb 03, 2025	WELBORN WESLEY MILLER	PURCHASE	34.75	1.16K	40.38K	96.94K
Jan 27, 2025	JORDAN RHETT D.	SALE	35.76	350	12.52K	9.14K
Dec 09, 2024	PRESLEY JOHN M	SALE	35.05	6.92K	242.41K	0
Dec 06, 2024	PRESLEY JOHN M	SALE	35.54	10.14K	360.38K	6.92K
Dec 05, 2024	PRESLEY JOHN M	SALE	36.05	10.52K	379.14K	17.06K
Dec 04, 2024	JORDAN RHETT D.	SALE	35.61	200	7.12K	10.31K
Nov 07, 2024	PRESLEY JOHN M	SALE	35.79	7.5K	268.43K	27.57K
Nov 05, 2024	TUCKER STEVEN B.	SALE	33.14	6.73K	223.03K	0
Nov 05, 2024	JORDAN RHETT D.	SALE	32.52	300	9.76K	10.51K
Oct 31, 2024	JORDAN RHETT D.	SALE	33.16	100	3.32K	10.81K
Sep 12, 2024	JORDAN RHETT D.	SALE	28.58	70	2K	10.91K
Aug 13, 2024	JORDAN RHETT D.	SALE	26.90	200	5.38K	10.98K
Jun 04, 2024	JORDAN RHETT D.	SALE	22.53	250	5.63K	11.18K
May 29, 2024	PRESLEY JOHN M	SALE	22.65	7.5K	169.88K	35.07K
May 07, 2024	JORDAN RHETT D.	SALE	22.25	350	7.79K	11.43K
Mar 05, 2024	PETTY GARY WAYNE JR	SALE	21.63	2.39K	51.78K	19.09K
Feb 07, 2024	WELBORN WESLEY MILLER	PURCHASE	21.67	1K	21.67K	89.48K
Nov 30, 2023	PRESLEY JOHN M	SALE	21.34	15K	320.1K	42.57K
Nov 20, 2023	JORDAN RHETT D.	SALE	21.90	400	8.76K	11.86K
Oct 31, 2023	JORDAN RHETT D.	SALE	20.56	350	7.2K	12.26K
Aug 30, 2023	JORDAN RHETT D.	SALE	22.82	480	10.95K	12.61K
Aug 01, 2023	JORDAN RHETT D.	SALE	24.90	400	9.96K	13.09K
Jun 12, 2023	WOLPERT GEOFFREY ALAN	PURCHASE	22.87	350	8K	110.49K
Jun 06, 2023	JORDAN RHETT D.	SALE	22.47	300	6.74K	13.49K
May 12, 2023	WOLPERT GEOFFREY ALAN	PURCHASE	20.01	2.5K	50.03K	93.93K
May 12, 2023	MILLER TED CHARLES	PURCHASE	20.00	5K	99.98K	140.33K
May 08, 2023	WHALEY KEITH EDWARD	PURCHASE	21.34	1.5K	32.01K	84.16K
May 04, 2023	OGLE DAVID AUSTIN	PURCHASE	19.48	2.55K	49.75K	188.55K
May 04, 2023	WELBORN WESLEY MILLER	PURCHASE	19.38	2.5K	48.45K	89.07K
May 04, 2023	CARROLL WILLIAM YOUNG JR.	PURCHASE	19.34	1.5K	29.01K	113.47K
May 01, 2023	WELBORN WESLEY MILLER	PURCHASE	20.89	525	10.97K	86.57K
Feb 09, 2023	WELBORN WESLEY MILLER	PURCHASE	27.19	159	4.32K	86.04K
Jan 27, 2023	WELBORN WESLEY MILLER	PURCHASE	26.40	1.28K	33.9K	85.89K
Dec 20, 2022	JORDAN RHETT D.	SALE	27.69	200	5.54K	9.59K
Nov 28, 2022	JORDAN RHETT D.	SALE	29.34	250	7.34K	9.79K
Nov 07, 2022	ACKERMANN CATHY G	PURCHASE	28.99	5K	144.95K	12.41K
Oct 31, 2022	JORDAN RHETT D.	SALE	29.06	279	8.11K	10.04K
Oct 28, 2022	ACKERMANN CATHY G	PURCHASE	28.90	5K	144.5K	7.41K
Aug 16, 2022	JORDAN RHETT D.	SALE	27.27	1.2K	32.72K	10.32K
Aug 09, 2022	PRESLEY JOHN M	SALE	25.50	7.5K	191.25K	57.57K
Jun 07, 2022	PRESLEY JOHN M	SALE	26.07	1.03K	26.85K	65.07K
Jun 06, 2022	PRESLEY JOHN M	SALE	26.02	3.54K	92.11K	66.1K
Jun 03, 2022	PRESLEY JOHN M	SALE	25.78	2.93K	75.54K	69.64K
Jan 27, 2022	WELBORN WESLEY MILLER	PURCHASE	28.46	1.47K	41.83K	70.09K
Oct 23, 2020	WELBORN WESLEY MILLER	PURCHASE	14.71	1.8K	26.42K	64.22K
May 27, 2020	MILLER CLIFTON N	SALE	16.90	5K	84.48K	92.75K
May 14, 2020	GORCZYNSKI RONALD J	PURCHASE	12.77	1K	12.77K	6.5K
Mar 16, 2020	OGLE DAVID AUSTIN	PURCHASE	14.88	2K	29.76K	179.58K
Mar 12, 2020	CARROLL WILLIAM YOUNG SR.	PURCHASE	15.88	2K	31.75K	29.47K
Mar 11, 2020	OGLE DAVID AUSTIN	PURCHASE	16.68	3K	50.04K	177.58K
Mar 10, 2020	OGLE DAVID AUSTIN	PURCHASE	16.20	4.6K	74.52K	174.58K
Mar 10, 2020	BERKE MONIQUE	PURCHASE	16.97	500	8.49K	10.01K
Mar 09, 2020	MILLER TED CHARLES	PURCHASE	19.01	10K	190.1K	128.46K
Feb 21, 2020	MILLER CLIFTON N	SALE	20.94	5K	104.7K	97.75K
Feb 10, 2020	WELBORN WESLEY MILLER	PURCHASE	21.49	5.45K	117.12K	62.43K
Dec 16, 2019	MILLER CLIFTON N	SALE	23.71	6.5K	154.12K	13.04K
May 09, 2019	BERKE MONIQUE	PURCHASE	21.11	1K	21.11K	6.01K
Nov 08, 2018	TUCKER STEVEN B.	PURCHASE	20.89	800	16.71K	42.89K
Nov 02, 2018	JOHNSON C BRYAN	PURCHASE	20.43	975	19.92K	10.23K
Oct 29, 2018	MILLER CLIFTON N	PURCHASE	21.47	738	15.84K	100.81K
Oct 29, 2018	WHALEY KEITH EDWARD	PURCHASE	21.31	600	12.79K	77.34K
Sep 07, 2018	YODER WILLIAM L	SALE	24.25	20K	485K	42.23K
Sep 07, 2018	MILLER TED CHARLES	PURCHASE	24.35	10K	243.5K	117.46K
Sep 06, 2018	KUHN ROBERT WADE JR.	SALE	24.00	34K	816K	510
Sep 04, 2018	WICKS JAMES BEAUMONT	PURCHASE	24.74	10.25K	253.61K	40.36K
Mar 16, 2018	JOHNSON C BRYAN	PURCHASE	23.57	4K	94.26K	9.25K
Mar 14, 2018	MILLER TED CHARLES	PURCHASE	23.02	473	10.89K	107.46K
Mar 13, 2018	TUCKER STEVEN B.	PURCHASE	23.25	2.48K	57.66K	6.73K
Mar 12, 2018	MILLER TED CHARLES	PURCHASE	23.00	1.98K	45.48K	100.02K
Mar 07, 2018	TUCKER STEVEN B.	PURCHASE	22.26	3.75K	83.48K	42.09K
Mar 06, 2018	WELBORN WESLEY MILLER	PURCHASE	21.70	5K	108.5K	14.17K
Mar 06, 2018	OGLE DAVID AUSTIN	PURCHASE	22.10	4.7K	103.86K	184.63K
Mar 06, 2018	TUCKER STEVEN B.	PURCHASE	21.70	6.25K	135.63K	38.34K
Mar 05, 2018	MILLER TED CHARLES	PURCHASE	22.00	1.3K	28.6K	98.05K
Mar 05, 2018	WICKS JAMES BEAUMONT	PURCHASE	21.85	3K	65.55K	30.11K
Sep 07, 2017	MILLER TED CHARLES	PURCHASE	24.35	10K	243.5K	117.46K
Jul 31, 2017	WELBORN WESLEY MILLER	PURCHASE	24.58	2.5K	61.45K	9.17K
Jul 28, 2017	BERKE MONIQUE	PURCHASE	24.30	500	12.15K	4.51K
Jul 28, 2017	WELBORN WESLEY MILLER	PURCHASE	24.07	5.81K	139.94K	39.94K
Jan 30, 2017	DAVIS GREGORY L.	SALE	19.25	21K	404.25K	22.67K
Jan 30, 2017	CARROLL WILLIAM YOUNG JR.	SALE	19.25	67.04K	1.29M	69.1K
Jan 30, 2017	CARROLL WILLIAM YOUNG SR.	SALE	19.25	82.04K	1.58M	110.8K
Jan 17, 2017	BARRETT VICTOR LYNN	PURCHASE	9.52	31.5K	299.88K	141.13K
Sep 23, 2016	COXWELL JOHN H SR	SALE	16.25	10K	162.5K	9.39K
Apr 04, 2016	BERKE MONIQUE	PURCHASE	18.47	1K	18.47K	4.01K
Sep 30, 2015	WELBORN WESLEY MILLER	PURCHASE	15.00	6.67K	100.01K	6.67K
Sep 30, 2015	HUGHES NATHANIEL F	PURCHASE	15.00	12.17K	182.58K	16.16K
Sep 11, 2015	BERKE MONIQUE	PURCHASE	15.00	2.5K	37.5K	2.5K
Sep 11, 2015	PAYNE DOYCE G MD	PURCHASE	15.00	2K	30K	43.16K
Aug 28, 2015	WATSON ROBERT B	PURCHASE	3.75	10K	37.5K	10.41K
Aug 28, 2015	BERKE MONIQUE	PURCHASE	3.75	10K	37.5K	10K
Aug 28, 2015	PAYNE DOYCE G MD	PURCHASE	3.75	8K	30K	172.64K
Mar 13, 2015	COXWELL JOHN H SR	PURCHASE	3.45	10.54K	36.37K	37.55K
Mar 13, 2014	COXWELL JOHN H SR	PURCHASE	2.28	15.32K	34.94K	27K
Aug 07, 2013	WELBORN WESLEY MILLER	PURCHASE	2.50	284	710	67.03K
Aug 06, 2013	WELBORN WESLEY MILLER	PURCHASE	2.45	99	242.55	66.13K
Aug 05, 2013	WELBORN WESLEY MILLER	PURCHASE	2.50	1K	2.5K	66.03K
Feb 25, 2013	WELBORN WESLEY MILLER	PURCHASE	2.35	100	235	49.78K
Sep 07, 2012	WELBORN WESLEY MILLER	PURCHASE	1.95	1.2K	2.34K	30.07K
Sep 06, 2012	WELBORN WESLEY MILLER	PURCHASE	1.91	2K	3.82K	28.87K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE2551

SALES10.88K2

NET SHARES-10.62K1

SHARES HELD61.04K3

% NET SHARES-117.4%-66.67%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.55

Short Percent Of Float0.59

Shares Outstanding17.02M

Shares Float14.40M

Shares Short93.08K

Short Ratio1.69

0.59%

Short % of Float

0.55%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

7.6% Percentage of Shares held by All Insiders

60.31% Percentage of Shares held by All Institutions

65.27% Percentage of Float held by Institutions

210

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.73%	290.27K	10.37M	30.09K	+11.56%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.03%	339.98K	12.15M	2.48K	+0.74%
Sep 30, 2025	INVESCO LTD.	0.16%	26.3K	939.74K	5.32K	+25.37%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.17%	28K	1M	-3.1K	-9.97%
Sep 30, 2025	VANGUARD GROUP INC	5.05%	846.98K	30.26M	26.37K	+3.21%
Sep 30, 2025	BLACKROCK, INC.	7.52%	1.26M	45.05M	-36.96K	-2.85%
Sep 30, 2025	JPMORGAN CHASE & CO	0.39%	65.93K	2.36M	-8.27K	-11.15%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.41%	69.26K	2.47M	-255	-0.37%
Sep 30, 2025	EQUITABLE TRUST CO	0.07%	12.35K	441.09K	-445	-3.48%
Sep 30, 2025	INSPIRE INVESTING, LLC	0.08%	12.7K	453.91K	1.26K	+11.03%
Sep 30, 2025	UBS GROUP AG	0.08%	13.04K	466.03K	-1.01K	-7.18%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	13.1K	467.99K	-5.53K	-29.69%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	14.19K	507K	298	+2.14%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.1%	16.02K	572.32K	0	0
Sep 30, 2025	STRS OHIO	0.1%	16.6K	593.12K	-600	-3.49%
Sep 30, 2025	R SQUARED LTD	0.1%	16.83K	601.37K	16.83K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.12%	19.34K	691.04K	37	+0.19%
Sep 30, 2025	LECONTE WEALTH MANAGEMENT, LLC	0.12%	19.48K	695.84K	100	+0.52%
Sep 30, 2025	RATHER & KITTRELL, INC.	0.12%	19.7K	703.85K	0	0
Sep 30, 2025	BAILARD, INC.	0.12%	20.52K	733K	815	+4.14%
Sep 30, 2025	RHUMBLINE ADVISERS	0.13%	21.46K	766.72K	-713	-3.22%
Sep 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.13%	21.76K	777.59K	0	0
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.14%	23.71K	847.19K	0	0
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.15%	25.36K	906.08K	-600	-2.31%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.19%	32K	1.14M	32K	+100.00%
Sep 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.26%	44.39K	1.59M	-29.03K	-39.54%
Sep 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.46%	76.99K	2.75M	13.44K	+21.14%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.47%	78.61K	2.81M	7.58K	+10.67%
Sep 30, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.48%	80.87K	2.89M	0	0
Sep 30, 2025	NORTH REEF CAPITAL MANAGEMENT LP	0.5%	84.57K	3.02M	38.47K	+83.43%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.56%	94.46K	3.38M	6.94K	+7.93%
Sep 30, 2025	NUVEEN, LLC	0.59%	99.32K	3.55M	25.6K	+34.72%
Sep 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.61%	102.68K	3.67M	-57.55K	-35.92%
Sep 30, 2025	DEPRINCE RACE & ZOLLO INC	0.69%	115.7K	4.13M	-13.58K	-10.51%
Sep 30, 2025	STATE STREET CORP	2.05%	344.36K	12.3M	-182	-0.05%
Sep 30, 2025	PRIVATE CAPITAL MANAGEMENT, LLC	3.18%	533.82K	19.07M	-3.63K	-0.68%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.62%	104.68K	3.74M	30.89K	+41.85%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.67%	112.94K	4.04M	9.1K	+8.77%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.17%	28.43K	1.02M	0	0
Sep 30, 2025	BARCLAYS PLC	0.17%	29.03K	1.04M	-1.36K	-4.48%
Sep 30, 2025	SLATESTONE WEALTH, LLC	0.17%	29.3K	1.05M	-125	-0.42%
Sep 30, 2025	LBMC INVESTMENT ADVISORS, LLC	0.26%	43.87K	1.57M	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.38%	63.52K	2.27M	36.48K	+134.88%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.44%	74.16K	2.65M	-85	-0.11%
Sep 30, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.21%	34.94K	1.25M	0	0
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.23%	38.36K	1.37M	-1.5K	-3.77%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.26%	43.02K	1.54M	-4.61K	-9.68%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.27%	45.17K	1.61M	45.17K	+100.00%
Sep 30, 2025	REGIONS FINANCIAL CORP	0.28%	46.14K	1.65M	-175	-0.38%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.28%	46.57K	1.66M	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.29%	48.67K	1.74M	1.57K	+3.33%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.31%	51.6K	1.84M	-3K	-5.49%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.32%	54.49K	1.95M	-4.39K	-7.46%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.33%	55.34K	1.98M	0	0
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.38%	63.48K	2.27M	701	+1.12%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.72%	120.16K	4.29M	77.35K	+180.66%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.81%	135.11K	4.83M	7.58K	+5.94%
Sep 30, 2025	NORTHERN TRUST CORP	0.85%	143.33K	5.12M	1.9K	+1.35%
Sep 30, 2025	STIEVEN CAPITAL ADVISORS, L.P.	0.88%	148.03K	5.29M	200	+0.14%
Sep 30, 2025	MORGAN STANLEY	0.69%	116.29K	4.15M	-6.73K	-5.47%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.86%	647.51K	23.14M	64.81K	+11.12%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.99%	836.53K	29.89M	15.73K	+1.92%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1%	168.43K	6.02M	-15.48K	-8.42%
Sep 30, 2025	CSM ADVISORS, LLC	1.02%	171.98K	6.14M	-5.61K	-3.16%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.03%	172.87K	6.18M	-47.9K	-21.70%
Sep 30, 2025	BANC FUNDS CO LLC	1.2%	200.59K	7.17M	0	0
Sep 30, 2025	CRAVENS & CO ADVISORS, LLC	1.31%	220.43K	7.88M	-59.24K	-21.18%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	1.32%	221.91K	7.93M	63.18K	+39.81%
Sep 30, 2025	SALZHAUER MICHAEL	1.35%	225.9K	608.44K	0	0
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.13%	21.05K	710.9K	10.84K	+106.12%
Jun 30, 2025	BAILARD, INC.	0.12%	19.7K	665.47K	7.29K	+58.68%
Jun 30, 2025	RATHER & KITTRELL, INC.	0.12%	19.7K	665.43K	-2.33K	-10.57%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.11%	18.94K	639.66K	-11.83K	-38.45%
Jun 30, 2025	BARCLAYS PLC	0.18%	30.39K	1.03M	9.97K	+48.81%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	30.06K	1.02M	18	+0.06%
Jun 30, 2025	SLATESTONE WEALTH, LLC	0.18%	29.43K	994K	0	0
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.15%	25.96K	876.9K	-700	-2.63%
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.17%	28.43K	960.4K	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	27.04K	913.51K	11.75K	+76.86%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	42.81K	1.45M	-1.63K	-3.67%
Jun 30, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.21%	34.94K	1.18M	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.19%	32.4K	1.09M	-9.98K	-23.55%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.19%	31.1K	1.05M	-2.35K	-7.03%
Jun 30, 2025	BLACKROCK, INC.	7.74%	1.3M	43.84M	-121.75K	-8.58%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.62%	103.84K	3.51M	16.2K	+18.49%
Jun 30, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.48%	80.87K	2.73M	-32.58K	-28.72%
Jun 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.44%	73.42K	2.48M	5K	+7.31%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.28%	46.31K	1.56M	175	+0.38%
Jun 30, 2025	LBMC INVESTMENT ADVISORS, LLC	0.26%	43.87K	1.48M	0	0
Jun 30, 2025	HRT FINANCIAL LP	0.14%	23.11K	780K	14.31K	+162.62%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.07%	11.44K	386.51K	376	+3.40%
Jun 30, 2025	BROOKS, MOORE & ASSOCIATES, INC.	0.07%	11.35K	388.89K	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	1.1%	183.91K	6.21B	-7.42K	-3.88%
Jun 30, 2025	CSM ADVISORS, LLC	1.06%	177.59K	6M	177.59K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.73%	123.02K	4.16B	-26.35K	-17.64%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.14%	23.71K	800.96K	6.44K	+37.29%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	18.63K	629.32K	12.42K	+200.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.1%	16.24K	548.42K	16.24K	+100.00%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.1%	16.02K	541.09K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	13.24K	447.09K	12.87K	+3,556.08%
Jun 30, 2025	EQUITABLE TRUST CO	0.08%	12.79K	432.05K	1.51K	+13.34%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.07%	11.85K	400.26K	585	+5.19%
Jun 30, 2025	EVERGREEN ADVISORS, LLC	0.07%	11.76K	397.29K	29	+0.25%
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	11.72K	396K	-1.85K	-13.62%
Jun 30, 2025	STONEGATE INVESTMENT GROUP, LLC	0.07%	11.69K	394.89K	0	0
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.95%	158.72K	5.36M	2.13K	+1.36%
Jun 30, 2025	PRIVATE CAPITAL MANAGEMENT, LLC	3.21%	537.45K	18.15M	19.56K	+3.78%
Jun 30, 2025	CRAVENS & CO ADVISORS, LLC	1.67%	279.67K	9.45M	-160.02K	-36.39%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	1.55%	260.19K	8.79M	-16.27K	-5.89%
Jun 30, 2025	SALZHAUER MICHAEL	1.35%	225.9K	7.63M	-13.24K	-5.53%
Jun 30, 2025	BANC FUNDS CO LLC	1.2%	200.59K	6.78M	-94.32K	-31.98%
Jun 30, 2025	DEPRINCE RACE & ZOLLO INC	0.77%	129.28K	4.37M	-9.04K	-6.54%
Jun 30, 2025	JPMORGAN CHASE & CO	0.44%	74.2K	2.51M	-15.86K	-17.61%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.42%	71.03K	2.4M	5.32K	+8.10%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.41%	69.52K	2.35M	20.03K	+40.48%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.38%	63.55K	2.15M	63.55K	+100.00%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.37%	62.78K	2.12M	11.84K	+23.24%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.35%	58.88K	1.99M	1.44K	+2.51%
Jun 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.96%	160.23K	5.41M	36.2K	+29.19%
Jun 30, 2025	STIEVEN CAPITAL ADVISORS, L.P.	0.88%	147.83K	4.99M	200	+0.14%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.89%	820.8K	27.73M	34.29K	+4.36%
Jun 30, 2025	VANGUARD GROUP INC	4.89%	820.61K	27.72M	25.74K	+3.24%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.48%	582.7K	19.68M	161.73K	+38.42%
Jun 30, 2025	STATE STREET CORP	2.05%	344.54K	11.64M	3.03K	+0.89%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.01%	337.49K	11.4M	-2.81K	-0.83%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.32%	220.77K	7.46M	61.5K	+38.61%
Jun 30, 2025	NORTHERN TRUST CORP	0.84%	141.43K	4.78M	13.76K	+10.78%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.76%	127.53K	4.31M	5.32K	+4.36%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.52%	87.52K	2.96M	-12.12K	-12.16%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.44%	73.8K	2.49B	-31.12K	-29.66%
Jun 30, 2025	CITADEL ADVISORS LLC	0.3%	50.73K	1.71B	11.34K	+28.77%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.28%	47.1K	1.59B	-4.88K	-9.38%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.44%	74.25K	2.51M	-1.23K	-1.63%
Jun 30, 2025		0.34%	56.94K	1.92M	33.84K	+146.51%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.33%	55.34K	1.87M	0	0
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.33%	54.6K	1.84M	16.9K	+44.83%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.28%	47.63K	1.61M	26.86K	+129.25%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.28%	46.57K	1.57M	4.64K	+11.06%
Jun 30, 2025	NORTH REEF CAPITAL MANAGEMENT LP	0.28%	46.1K	1.56M	46.1K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.24%	39.86K	1.35M	-29.54K	-42.56%
Jun 30, 2025	NUVEEN, LLC	0.44%	73.72K	2.49M	3.07K	+4.35%
Jun 30, 2025	PMC FIG OPPORTUNITIES LLC	0.34%	56.94K	1.92M	33.84K	+146.51%
Mar 31, 2025	STATE STREET CORP	2.04%	341.51K	10.61M	-3.14K	-0.91%
Mar 31, 2025	SALZHAUER MICHAEL	1.43%	239.14K	7.43M	350	+0.15%
Mar 31, 2025	MORGAN STANLEY	0.89%	149.37K	4.64M	859	+0.58%
Mar 31, 2025	DEPRINCE RACE & ZOLLO INC	0.83%	138.33K	4.3M	-46.81K	-25.28%
Mar 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.41%	68.42K	2.13M	-19.79K	-22.43%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.39%	65.71K	2.04M	-4.97K	-7.03%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.34%	57.44K	1.79M	4.2K	+7.89%
Mar 31, 2025	NORTHERN TRUST CORP	0.76%	127.66K	3.97M	-918	-0.71%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.14%	191.33K	5.95M	-16.86K	-8.10%
Mar 31, 2025	FOUNDRY PARTNERS, LLC	1.09%	183.16K	5.69M	-1.1K	-0.60%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.95%	159.27K	4.95M	20K	+14.36%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.74%	124.03K	3.85M	4K	+3.33%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.63%	104.91K	3.26M	-12.42K	-10.58%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.2%	33.45K	1.04M	-750	-2.19%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.18%	30.77K	956.24K	741	+2.47%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	30.04K	933.64K	-983	-3.17%
Mar 31, 2025	SLATESTONE WEALTH, LLC	0.18%	29.43K	915K	-4K	-11.97%
Mar 31, 2025	CREATIVE PLANNING	0.17%	28.74K	893.27K	798	+2.86%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.59%	99.64K	3.1M	-30.55K	-23.47%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.33%	55.34K	1.72M	0	0
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.31%	51.97K	1.62M	31.26K	+150.87%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.3%	50.94K	1.58M	17.38K	+51.78%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.3%	49.49K	1.54M	18.55K	+59.95%
Mar 31, 2025	REGIONS FINANCIAL CORP	0.28%	46.14K	1.43M	0	0
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	44.45K	1.38M	-2	0.00%
Mar 31, 2025	LBMC INVESTMENT ADVISORS, LLC	0.26%	43.87K	1.36M	-433	-0.98%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	41.93K	1.3M	1.64K	+4.07%
Mar 31, 2025	JANE STREET GROUP, LLC	0.25%	42.39K	1.32M	30.72K	+263.20%
Mar 31, 2025	PRIVATE CAPITAL MANAGEMENT, LLC	3.09%	517.89K	16.08M	-4.79K	-0.92%
Mar 31, 2025	CRAVENS & CO ADVISORS, LLC	2.62%	439.69K	13.67M	-8.67K	-1.93%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.03%	340.31K	10.58M	6.89K	+2.07%
Mar 31, 2025	BANC FUNDS CO LLC	1.76%	294.91K	9.17M	-67.52K	-18.63%
Mar 31, 2025	JPMORGAN CHASE & CO	0.54%	90.06K	2.8M	14.54K	+19.24%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.52%	87.63K	2.72M	27.59K	+45.94%
Mar 31, 2025	CITADEL ADVISORS LLC	0.23%	39.4K	1.22M	12.85K	+48.38%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.22%	37.7K	1.17M	17.3K	+84.80%
Mar 31, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.21%	34.94K	1.09M	0	0
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.65%	276.46K	8.59M	1.51K	+0.55%
Mar 31, 2025	BLACKROCK, INC.	8.47%	1.42M	44.12M	-14.59K	-1.02%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.45%	75.47K	2.35M	-2.27K	-2.92%
Mar 31, 2025		0.42%	70.65K	2.2M	70.65K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.41%	69.41K	2.16M	9.15K	+15.19%
Mar 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.17%	28.43K	883.64K	0	0
Mar 31, 2025	VANGUARD GROUP INC	4.74%	794.87K	24.7M	-23.21K	-2.84%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.69%	786.51K	24.44M	28.44K	+3.75%
Mar 31, 2025	STIEVEN CAPITAL ADVISORS, L.P.	0.88%	147.63K	4.59M	-2.6K	-1.73%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.93%	156.59K	4.87M	9.12K	+6.19%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.73%	122.21K	3.8M	-4.97K	-3.91%
Mar 31, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.68%	113.45K	3.53M	-14.2K	-11.13%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.51%	420.98K	13.08M	-16.82K	-3.84%
Mar 31, 2024	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.07%	12.3K	259.09K	-1	-0.01%
Mar 31, 2024	CRESCENT GROVE ADVISORS, LLC	0.25%	42.57K	897.01K	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	42.47K	894.76K	0	0
Mar 31, 2024	INVESCO LTD.	0.25%	41.22K	868.46K	203	+0.49%
Mar 31, 2024	PINNACLE FINANCIAL PARTNERS INC	0.22%	36.76K	774.6K	0	0
Mar 31, 2024	ASCENT WEALTH PARTNERS, LLC	0.21%	35.28K	743.35K	0	0
Mar 31, 2024	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.21%	34.94K	736.14K	0	0
Mar 31, 2024	SLATESTONE WEALTH, LLC	0.2%	33.93K	715K	500	+1.50%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.2%	33.67K	709.34K	-1.56K	-4.43%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.19%	32.54K	685.64K	23.24K	+250.02%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.18%	30.59K	644.57K	30.59K	+100.00%
Mar 31, 2024	FOREST HILL CAPITAL, LLC	0.18%	30.63K	645.42K	-66.08K	-68.32%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.18%	30.61K	644.95K	-196	-0.64%
Mar 31, 2024	SWISS NATIONAL BANK	0.17%	28.55K	601.49K	0	0
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.17%	28.43K	599.04K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.14%	23.69K	499.11K	19.21K	+428.99%
Mar 31, 2024	SALZHAUER MICHAEL	1.44%	243.47K	5.13M	12.7K	+5.50%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	1.49%	250.34K	5.27M	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.91%	321.63K	6.78M	12.33K	+3.99%
Mar 31, 2024	UBS GROUP AG	0.12%	20.58K	433.66K	-2.45K	-10.65%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.12%	20.54K	432.68K	59	+0.29%
Mar 31, 2024	STRS OHIO	0.12%	20.4K	429K	-1.3K	-5.99%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.12%	20.25K	426.75K	20.25K	+100.00%
Mar 31, 2024	EQUITABLE TRUST CO	0.1%	16.53K	348.18K	0	0
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.1%	16.02K	337.5K	0	0
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	15.94K	335.88K	0	0
Mar 31, 2024	BAILARD, INC.	0.08%	13.65K	287.67M	0	0
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.08%	12.97K	271K	12.97K	+100.00%
Mar 31, 2024	CREDIT SUISSE AG/	0.07%	11.8K	248.67K	0	0
Mar 31, 2024	STATE STREET CORP	1.98%	332.24K	7M	6.83K	+2.10%
Mar 31, 2024	BROOKS, MOORE & ASSOCIATES, INC.	0.07%	11.61K	244.6K	165	+1.44%
Mar 31, 2024	EVERGREEN ADVISORS, LLC	0.07%	11.61K	244.59K	42	+0.36%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	11.04K	233K	1.19K	+12.12%
Mar 31, 2024	CRAVENS & CO ADVISORS, LLC	3.84%	647.58K	13.64M	0	0
Mar 31, 2024	PRIVATE CAPITAL MANAGEMENT, LLC	3.43%	578.25K	12.18M	-4.96K	-0.85%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.16%	26.6K	560.46K	3.9K	+17.18%
Mar 31, 2024	BARCLAYS PLC	0.15%	25.29K	533K	-10.79K	-29.91%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.15%	25K	526.75K	1.7K	+7.30%
Mar 31, 2024	BLACKROCK INC.	8.17%	1.37M	28.93M	-40.05K	-2.83%
Mar 31, 2024	BANC FUNDS CO LLC	3.21%	541.15K	11.4M	-31.5K	-5.50%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.26%	43.95K	926.01K	0	0
Mar 31, 2024	LBMC INVESTMENT ADVISORS, LLC	0.26%	44.3K	933.36K	0	0
Mar 31, 2024	REGIONS FINANCIAL CORP	0.27%	46.14K	972.15K	0	0
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.17%	29.18K	614.78K	14.56K	+99.66%
Mar 31, 2024	NORTHERN TRUST CORP	0.87%	145.6K	3.07M	-1.83K	-1.24%
Mar 31, 2024	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.88%	147.65K	3.11M	-511	-0.34%
Mar 31, 2024	FOUNDRY PARTNERS, LLC	0.9%	150.87K	3.18M	44.41K	+41.71%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.93%	157.17K	3.31M	35.47K	+29.15%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.95%	664.74K	14.01M	40.07K	+6.42%
Mar 31, 2024	VANGUARD GROUP INC	4.69%	789.23K	16.63M	19.49K	+2.53%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.15%	24.77K	521.99K	-1.31K	-5.04%
Mar 31, 2024	RHUMBLINE ADVISERS	0.14%	23.79K	501.16K	672	+2.91%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.07%	179.44K	3.78M	4.38K	+2.50%
Mar 31, 2024	DEPRINCE RACE & ZOLLO INC	1.16%	196.15K	4.13M	6.12K	+3.22%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.83%	138.77K	2.92M	100	+0.07%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.77%	130.36K	2.75M	24.98K	+23.70%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.59%	99.53K	2.1M	24.53K	+32.70%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.56%	93.57K	1.97M	-16.58K	-15.05%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.55%	92.21K	1.94M	-3.55K	-3.70%
Mar 31, 2024	MORGAN STANLEY	0.4%	67.29K	1.42M	1.54K	+2.34%
Mar 31, 2024	JPMORGAN CHASE & CO	0.4%	66.75K	1.41M	9.83K	+17.28%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.36%	61K	1.29M	0	0
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.35%	59.44K	1.25M	4.38K	+7.95%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.32%	53.3K	1.12M	-5.93K	-10.02%
Mar 31, 2024	CITADEL ADVISORS LLC	0.29%	48.76K	1.03M	20.01K	+69.58%
Dec 31, 2023	VANGUARD GROUP INC	4.58%	769.74K	18.85M	1.2K	+0.16%
Dec 31, 2023	BLACKROCK INC.	8.41%	1.41M	34.61M	88.67K	+6.70%
Dec 31, 2023	PRIVATE CAPITAL MANAGEMENT, LLC	3.47%	583.2K	14.28M	-10.1K	-1.70%
Dec 31, 2023	STRS OHIO	0.13%	21.7K	531K	0	0
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.14%	22.7K	555.92K	-5.7K	-20.07%
Dec 31, 2023	UBS GROUP AG	0.14%	23.04K	564.15K	9.48K	+69.88%
Dec 31, 2023	RHUMBLINE ADVISERS	0.14%	23.11K	566.05K	-259	-1.11%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.14%	23.3K	570.62K	2.35K	+11.22%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.16%	26.09K	638.9K	1.12K	+4.48%
Dec 31, 2023	CALDWELL SUTTER CAPITAL, INC.	0.17%	28.43K	696.28K	0	0
Dec 31, 2023	SWISS NATIONAL BANK	0.17%	28.55K	699.12K	-3.2K	-10.08%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	28.75K	704.19K	28.75K	+100.00%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.18%	30.81K	754.44K	-3.07K	-9.06%
Dec 31, 2023	SLATESTONE WEALTH, LLC	0.2%	33.43K	819K	11.75K	+54.20%
Dec 31, 2023	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.21%	34.94K	855.63K	0	0
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.21%	35.23K	862.73K	-261	-0.74%
Dec 31, 2023	ASCENT WEALTH PARTNERS, LLC	0.21%	35.28K	864.01K	0	0
Dec 31, 2023	BARCLAYS PLC	0.21%	36.08K	883K	19.19K	+113.56%
Dec 31, 2023	PINNACLE FINANCIAL PARTNERS INC	0.22%	36.76K	900.33K	0	0
Dec 31, 2023	INVESCO LTD.	0.24%	41.02K	1M	-4.15K	-9.19%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	42.47K	1.04M	30	+0.07%
Dec 31, 2023	CRESCENT GROVE ADVISORS, LLC	0.25%	42.57K	1.04M	-15K	-26.05%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.26%	43.95K	1.08M	5.93K	+15.59%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.72%	624.67K	15.3M	27.71K	+4.64%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.84%	309.29K	7.58M	-405	-0.13%
Dec 31, 2023	LBMC INVESTMENT ADVISORS, LLC	0.26%	44.3K	1.08M	0	0
Dec 31, 2023	REGIONS FINANCIAL CORP	0.27%	46.14K	1.13M	14.17K	+44.31%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.33%	55.06K	1.35B	4.9K	+9.78%
Dec 31, 2023	JPMORGAN CHASE & CO	0.34%	56.92K	1.39M	15.35K	+36.93%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.35%	59.23K	1.45M	-1.9K	-3.11%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.36%	61K	1.49M	0	0
Dec 31, 2023	MORGAN STANLEY	0.39%	65.75K	1.61M	33.26K	+102.36%
Dec 31, 2023	RMB CAPITAL MANAGEMENT, LLC	0.45%	75K	1.84M	0	0
Dec 31, 2023	MENDON CAPITAL ADVISORS CORP	0.45%	76.45K	1.87M	76.45K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.57%	95.76K	2.35M	25.8K	+36.87%
Dec 31, 2023	FOREST HILL CAPITAL, LLC	0.58%	96.71K	2.37M	-135.21K	-58.30%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.63%	105.38K	2.58M	34.49K	+48.65%
Dec 31, 2023	FOUNDRY PARTNERS, LLC	0.63%	106.46K	2.61M	32.97K	+44.86%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.66%	110.15K	2.7M	110.15K	+100.00%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.72%	121.7K	2.98M	2.11K	+1.77%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.83%	138.67K	3.4M	-200	-0.14%
Dec 31, 2023	NORTHERN TRUST CORP	0.88%	147.43K	3.61M	3.62K	+2.51%
Dec 31, 2023	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.88%	148.16K	3.4M	0	0
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.04%	175.06K	4.29M	4.9K	+2.88%
Dec 31, 2023	DEPRINCE RACE & ZOLLO INC	1.13%	190.03K	4.65M	75.64K	+66.12%
Dec 31, 2023	STATE STREET CORP	1.94%	325.42K	7.97M	2.98K	+0.93%
Dec 31, 2023	BANC FUNDS CO LLC	3.41%	572.65K	14.02M	0	0
Dec 31, 2023	SALZHAUER MICHAEL	1.37%	230.77K	5.65M	-2.32K	-0.99%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.49%	250.34K	6.13M	6.63K	+2.72%
Dec 31, 2023	CRAVENS & CO ADVISORS, LLC	3.85%	647.58K	15.86M	-66.67K	-9.33%

Insiders

Insiders	Designation	Shares Held
OGLE DAVID AUSTIN	director	188.55K
BARRETT VICTOR LYNN	director	141.13K
MILLER TED CHARLES	director	140.33K
CARROLL WILLIAM YOUNG JR.	PRESIDENT AND CEO	113.47K
WOLPERT GEOFFREY ALAN	director	110.49K
WELBORN WESLEY MILLER	CHAIRMAN OF THE BOARD	96.94K
MILLER CLIFTON N	director	92.75K
WHALEY KEITH EDWARD	director	84.16K
TUCKER STEVEN B.	director	49.91K
PAYNE DOYCE G MD	director	43.16K
YODER WILLIAM L	Chief Banking&Deposit Officer	42.23K
WICKS JAMES BEAUMONT	director	40.36K
CARROLL WILLIAM YOUNG SR.	Vice-Chairman	29.47K
DAVIS GREGORY L.	Chief Lending Officer and EVP	22.67K
PETTY GARY WAYNE JR	EVP & CHIEF RISK OFFICER	19.09K
HUGHES NATHANIEL F	EVP & Investment Officer	16.16K
ACKERMANN CATHY G	director	12.41K
WATSON ROBERT B	Executive	10.41K
JOHNSON C BRYAN	Chief Financial Officer	10.23K
JORDAN RHETT D.	EVP & CHIEF CREDIT OFFICER	10.1K
BERKE MONIQUE	director	10.01K
COXWELL JOHN H SR	EVP & COO	9.39K
GORCZYNSKI RONALD J	Chief Financial Officer & EVP	6.5K
SHOMAKER KELLI D	director	1.02K
KUHN ROBERT WADE JR.	Regional President - SmartBank	510
PRESLEY JOHN M	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 27, 2026	SHOMAKER KELLI D	PURCHASE	39.38	255	10.04K	1.02K
Dec 10, 2025	TUCKER STEVEN B.	SALE	38.01	10.63K	403.86K	49.91K
Nov 18, 2025	JORDAN RHETT D.	SALE	35.00	250	8.75K	10.1K
Feb 03, 2025	WELBORN WESLEY MILLER	PURCHASE	34.75	1.16K	40.38K	96.94K
Jan 27, 2025	JORDAN RHETT D.	SALE	35.76	350	12.52K	9.14K
Dec 09, 2024	PRESLEY JOHN M	SALE	35.05	6.92K	242.41K	0
Dec 06, 2024	PRESLEY JOHN M	SALE	35.54	10.14K	360.38K	6.92K
Dec 05, 2024	PRESLEY JOHN M	SALE	36.05	10.52K	379.14K	17.06K
Dec 04, 2024	JORDAN RHETT D.	SALE	35.61	200	7.12K	10.31K
Nov 07, 2024	PRESLEY JOHN M	SALE	35.79	7.5K	268.43K	27.57K
Nov 05, 2024	TUCKER STEVEN B.	SALE	33.14	6.73K	223.03K	0
Nov 05, 2024	JORDAN RHETT D.	SALE	32.52	300	9.76K	10.51K
Oct 31, 2024	JORDAN RHETT D.	SALE	33.16	100	3.32K	10.81K
Sep 12, 2024	JORDAN RHETT D.	SALE	28.58	70	2K	10.91K
Aug 13, 2024	JORDAN RHETT D.	SALE	26.90	200	5.38K	10.98K
Jun 04, 2024	JORDAN RHETT D.	SALE	22.53	250	5.63K	11.18K
May 29, 2024	PRESLEY JOHN M	SALE	22.65	7.5K	169.88K	35.07K
May 07, 2024	JORDAN RHETT D.	SALE	22.25	350	7.79K	11.43K
Mar 05, 2024	PETTY GARY WAYNE JR	SALE	21.63	2.39K	51.78K	19.09K
Feb 07, 2024	WELBORN WESLEY MILLER	PURCHASE	21.67	1K	21.67K	89.48K
Nov 30, 2023	PRESLEY JOHN M	SALE	21.34	15K	320.1K	42.57K
Nov 20, 2023	JORDAN RHETT D.	SALE	21.90	400	8.76K	11.86K
Oct 31, 2023	JORDAN RHETT D.	SALE	20.56	350	7.2K	12.26K
Aug 30, 2023	JORDAN RHETT D.	SALE	22.82	480	10.95K	12.61K
Aug 01, 2023	JORDAN RHETT D.	SALE	24.90	400	9.96K	13.09K
Jun 12, 2023	WOLPERT GEOFFREY ALAN	PURCHASE	22.87	350	8K	110.49K
Jun 06, 2023	JORDAN RHETT D.	SALE	22.47	300	6.74K	13.49K
May 12, 2023	WOLPERT GEOFFREY ALAN	PURCHASE	20.01	2.5K	50.03K	93.93K
May 12, 2023	MILLER TED CHARLES	PURCHASE	20.00	5K	99.98K	140.33K
May 08, 2023	WHALEY KEITH EDWARD	PURCHASE	21.34	1.5K	32.01K	84.16K
May 04, 2023	OGLE DAVID AUSTIN	PURCHASE	19.48	2.55K	49.75K	188.55K
May 04, 2023	WELBORN WESLEY MILLER	PURCHASE	19.38	2.5K	48.45K	89.07K
May 04, 2023	CARROLL WILLIAM YOUNG JR.	PURCHASE	19.34	1.5K	29.01K	113.47K
May 01, 2023	WELBORN WESLEY MILLER	PURCHASE	20.89	525	10.97K	86.57K
Feb 09, 2023	WELBORN WESLEY MILLER	PURCHASE	27.19	159	4.32K	86.04K
Jan 27, 2023	WELBORN WESLEY MILLER	PURCHASE	26.40	1.28K	33.9K	85.89K
Dec 20, 2022	JORDAN RHETT D.	SALE	27.69	200	5.54K	9.59K
Nov 28, 2022	JORDAN RHETT D.	SALE	29.34	250	7.34K	9.79K
Nov 07, 2022	ACKERMANN CATHY G	PURCHASE	28.99	5K	144.95K	12.41K
Oct 31, 2022	JORDAN RHETT D.	SALE	29.06	279	8.11K	10.04K
Oct 28, 2022	ACKERMANN CATHY G	PURCHASE	28.90	5K	144.5K	7.41K
Aug 16, 2022	JORDAN RHETT D.	SALE	27.27	1.2K	32.72K	10.32K
Aug 09, 2022	PRESLEY JOHN M	SALE	25.50	7.5K	191.25K	57.57K
Jun 07, 2022	PRESLEY JOHN M	SALE	26.07	1.03K	26.85K	65.07K
Jun 06, 2022	PRESLEY JOHN M	SALE	26.02	3.54K	92.11K	66.1K
Jun 03, 2022	PRESLEY JOHN M	SALE	25.78	2.93K	75.54K	69.64K
Jan 27, 2022	WELBORN WESLEY MILLER	PURCHASE	28.46	1.47K	41.83K	70.09K
Oct 23, 2020	WELBORN WESLEY MILLER	PURCHASE	14.71	1.8K	26.42K	64.22K
May 27, 2020	MILLER CLIFTON N	SALE	16.90	5K	84.48K	92.75K
May 14, 2020	GORCZYNSKI RONALD J	PURCHASE	12.77	1K	12.77K	6.5K
Mar 16, 2020	OGLE DAVID AUSTIN	PURCHASE	14.88	2K	29.76K	179.58K
Mar 12, 2020	CARROLL WILLIAM YOUNG SR.	PURCHASE	15.88	2K	31.75K	29.47K
Mar 11, 2020	OGLE DAVID AUSTIN	PURCHASE	16.68	3K	50.04K	177.58K
Mar 10, 2020	OGLE DAVID AUSTIN	PURCHASE	16.20	4.6K	74.52K	174.58K
Mar 10, 2020	BERKE MONIQUE	PURCHASE	16.97	500	8.49K	10.01K
Mar 09, 2020	MILLER TED CHARLES	PURCHASE	19.01	10K	190.1K	128.46K
Feb 21, 2020	MILLER CLIFTON N	SALE	20.94	5K	104.7K	97.75K
Feb 10, 2020	WELBORN WESLEY MILLER	PURCHASE	21.49	5.45K	117.12K	62.43K
Dec 16, 2019	MILLER CLIFTON N	SALE	23.71	6.5K	154.12K	13.04K
May 09, 2019	BERKE MONIQUE	PURCHASE	21.11	1K	21.11K	6.01K
Nov 08, 2018	TUCKER STEVEN B.	PURCHASE	20.89	800	16.71K	42.89K
Nov 02, 2018	JOHNSON C BRYAN	PURCHASE	20.43	975	19.92K	10.23K
Oct 29, 2018	MILLER CLIFTON N	PURCHASE	21.47	738	15.84K	100.81K
Oct 29, 2018	WHALEY KEITH EDWARD	PURCHASE	21.31	600	12.79K	77.34K
Sep 07, 2018	YODER WILLIAM L	SALE	24.25	20K	485K	42.23K
Sep 07, 2018	MILLER TED CHARLES	PURCHASE	24.35	10K	243.5K	117.46K
Sep 06, 2018	KUHN ROBERT WADE JR.	SALE	24.00	34K	816K	510
Sep 04, 2018	WICKS JAMES BEAUMONT	PURCHASE	24.74	10.25K	253.61K	40.36K
Mar 16, 2018	JOHNSON C BRYAN	PURCHASE	23.57	4K	94.26K	9.25K
Mar 14, 2018	MILLER TED CHARLES	PURCHASE	23.02	473	10.89K	107.46K
Mar 13, 2018	TUCKER STEVEN B.	PURCHASE	23.25	2.48K	57.66K	6.73K
Mar 12, 2018	MILLER TED CHARLES	PURCHASE	23.00	1.98K	45.48K	100.02K
Mar 07, 2018	TUCKER STEVEN B.	PURCHASE	22.26	3.75K	83.48K	42.09K
Mar 06, 2018	WELBORN WESLEY MILLER	PURCHASE	21.70	5K	108.5K	14.17K
Mar 06, 2018	OGLE DAVID AUSTIN	PURCHASE	22.10	4.7K	103.86K	184.63K
Mar 06, 2018	TUCKER STEVEN B.	PURCHASE	21.70	6.25K	135.63K	38.34K
Mar 05, 2018	MILLER TED CHARLES	PURCHASE	22.00	1.3K	28.6K	98.05K
Mar 05, 2018	WICKS JAMES BEAUMONT	PURCHASE	21.85	3K	65.55K	30.11K
Sep 07, 2017	MILLER TED CHARLES	PURCHASE	24.35	10K	243.5K	117.46K
Jul 31, 2017	WELBORN WESLEY MILLER	PURCHASE	24.58	2.5K	61.45K	9.17K
Jul 28, 2017	BERKE MONIQUE	PURCHASE	24.30	500	12.15K	4.51K
Jul 28, 2017	WELBORN WESLEY MILLER	PURCHASE	24.07	5.81K	139.94K	39.94K
Jan 30, 2017	DAVIS GREGORY L.	SALE	19.25	21K	404.25K	22.67K
Jan 30, 2017	CARROLL WILLIAM YOUNG JR.	SALE	19.25	67.04K	1.29M	69.1K
Jan 30, 2017	CARROLL WILLIAM YOUNG SR.	SALE	19.25	82.04K	1.58M	110.8K
Jan 17, 2017	BARRETT VICTOR LYNN	PURCHASE	9.52	31.5K	299.88K	141.13K
Sep 23, 2016	COXWELL JOHN H SR	SALE	16.25	10K	162.5K	9.39K
Apr 04, 2016	BERKE MONIQUE	PURCHASE	18.47	1K	18.47K	4.01K
Sep 30, 2015	WELBORN WESLEY MILLER	PURCHASE	15.00	6.67K	100.01K	6.67K
Sep 30, 2015	HUGHES NATHANIEL F	PURCHASE	15.00	12.17K	182.58K	16.16K
Sep 11, 2015	BERKE MONIQUE	PURCHASE	15.00	2.5K	37.5K	2.5K
Sep 11, 2015	PAYNE DOYCE G MD	PURCHASE	15.00	2K	30K	43.16K
Aug 28, 2015	WATSON ROBERT B	PURCHASE	3.75	10K	37.5K	10.41K
Aug 28, 2015	BERKE MONIQUE	PURCHASE	3.75	10K	37.5K	10K
Aug 28, 2015	PAYNE DOYCE G MD	PURCHASE	3.75	8K	30K	172.64K
Mar 13, 2015	COXWELL JOHN H SR	PURCHASE	3.45	10.54K	36.37K	37.55K
Mar 13, 2014	COXWELL JOHN H SR	PURCHASE	2.28	15.32K	34.94K	27K
Aug 07, 2013	WELBORN WESLEY MILLER	PURCHASE	2.50	284	710	67.03K
Aug 06, 2013	WELBORN WESLEY MILLER	PURCHASE	2.45	99	242.55	66.13K
Aug 05, 2013	WELBORN WESLEY MILLER	PURCHASE	2.50	1K	2.5K	66.03K
Feb 25, 2013	WELBORN WESLEY MILLER	PURCHASE	2.35	100	235	49.78K
Sep 07, 2012	WELBORN WESLEY MILLER	PURCHASE	1.95	1.2K	2.34K	30.07K
Sep 06, 2012	WELBORN WESLEY MILLER	PURCHASE	1.91	2K	3.82K	28.87K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE2551

SALES10.88K2

NET SHARES-10.62K1

SHARES HELD61.04K3

% NET SHARES-117.4%-66.67%

SMBK Stock Ownership Breakdown

SmartFinancial

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions