SMBK SmartFinancial, Inc. Common Stock

NYSE · Banking · View on SEC EDGAR ↗
$52.70
Price · Aug 18, 2026
Fundamentals as of Aug 10, 2026
52W Range
$33–$54
93% of range
Analyst Rating
HOLD
12 analysts
Price Target
$51
P/E (TTM)
17.7
ROE
9.7%
Net Profit Margin
25.1%

SMBK Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$52.70
Market Cap
$898M
P/E (TTM)
17.7
EPS (TTM)
$2.98
Revenue (TTM)
—
Div Yield
0.61%
ROE
9.7%
Debt/Equity
—
52W Range
$33 – $54

SMBK Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $2.98
10-point trend, +282.1%
2016-12-31 → 2025-12-31
Free Cash Flow $59M
8-point trend, +1191.0%
2016-12-31 → 2025-12-31
Margins 25.1%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
SMBK
Peer Median
P/E (TTM)
5-point trend, +0.7%
17.7
12.1
P/S (TTM)
5-point trend, -6.1%
4.5
1.9
P/B
5-point trend, +6.5%
1.6
1.1
Price / FCF
5-point trend, +1.2%
15.1
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
SMBK
Peer Median
Net Profit Margin
5-point trend, -0.8%
25.1%
26.0%
ROA
5-point trend, +2.3%
0.90%
0.96%
ROE
5-point trend, +18.4%
9.7%
9.9%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
SMBK
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
SMBK
Peer Median
Revenue YoY
16.9%
—
Revenue CAGR 3Y
6.7%
—
Revenue CAGR 5Y
11.5%
—
EPS YoY
5-point trend, +34.2%
39.2%
—
Net Income YoY
5-point trend, +44.7%
39.3%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
SMBK
Peer Median
EPS (Diluted)
5-point trend, +34.2%
$2.98
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
SMBK
Peer Median
Payout Ratio
5-point trend, +1.0%
10.8%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
0.61%
Payout Ratio
10.8%
5Y Div CAGR
—
Ex-dateAmount
July 31, 2026$0.0900
May 15, 2026$0.0900
Feb. 13, 2026$0.0800
Nov. 17, 2025$0.0800
Aug. 8, 2025$0.0800
May 2, 2025$0.0800
Jan. 31, 2025$0.0800
Nov. 12, 2024$0.0800
Aug. 9, 2024$0.0800
May 9, 2024$0.0800
Feb. 1, 2024$0.0800
Nov. 10, 2023$0.0800
Aug. 10, 2023$0.0800
May 11, 2023$0.0800
Feb. 9, 2023$0.0800
Nov. 10, 2022$0.0700
Aug. 11, 2022$0.0700
May 12, 2022$0.0700
Feb. 10, 2022$0.0700
Nov. 10, 2021$0.0600

SMBK Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 12 analysts
  • Strong Buy 3 25.0%
  • Buy 4 33.3%
  • Hold 5 41.7%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

6 analysts · 2026-08-13
Median target $50.62 -3.9%
Mean target $51.38 -2.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.05%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.96 $0.92 0.04%
March 31, 2026 $0.81 $0.80 0.01%
Dec. 31, 2025 $0.81 $0.80 0.01%
Sept. 30, 2025 $0.86 $0.75 0.11%
June 30, 2025 $0.69 $0.65 0.04%
March 31, 2025 $0.67 $0.56 0.11%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SMBK $630M 12.4 16.9% 25.1% 9.7% —
FMNB — 9.2 3.9% — — —
HAFC $808M 10.8 15.3% 28.2% 9.8% —
NBBK $907M 14.8 23.0% 23.5% 6.3% —
FCBC $618M 12.7 0.99% 29.1% 9.7% —
CCBG $727M 11.8 8.1% 24.2% 11.4% —
GSBC $681M 9.9 4.4% 30.9% 11.5% —
EGBN $650M -4.7 -3.1% -46.1% -11.9% —
SPFI $632M 11.3 8.6% 27.6% 12.3% —
IBCP $668M 9.9 0.30% 213.7% 14.1% —
ORRF $691M 8.5 36.0% 217.7% 14.2% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 10
Annual Income Statement data for SMBK
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +4219.2% · · $88M $21M $12M $17M $25M $16M $6M $4M $3M $2M
Interest Income 12-point trend, +1282.1% $286M $251M $218M $159M $125M $118M $108M $92M $52M $43M $28M $21M
Pretax Income 12-point trend, +1984.6% $62M $45M $36M $55M $44M $31M $33M $21M $11M $9M $3M $3M
Income Tax 12-point trend, +898.0% $11M $9M $8M $12M $10M $7M $7M $3M $6M $3M $2M $1M
Net Income 12-point trend, +2647.2% $50M $36M $29M $43M $35M $24M $27M $18M $5M $6M $2M $2M
EPS (Basic) 12-point trend, +417.2% $3.00 $2.16 $1.70 $2.57 $2.23 $1.63 $1.90 $1.46 $0.56 $0.82 $0.35 $0.58
EPS (Diluted) 12-point trend, +473.1% $2.98 $2.14 $1.69 $2.55 $2.22 $1.62 $1.89 $1.45 $0.55 $0.78 $0.32 $0.52
Shares (Basic) 12-point trend, +466.2% 16,779,019 16,768,956 16,805,068 16,740,450 15,572,537 14,955,423 13,953,497 12,423,618 8,639,212 5,838,574 3,985,202 2,963,589
Shares (Diluted) 12-point trend, +413.0% 16,896,519 16,875,456 16,911,185 16,871,369 15,699,215 15,019,175 14,046,366 12,517,640 8,793,527 6,118,943 4,281,509 3,293,487
EBITDA 6-point trend, +35.1% $5M $5M $5M $5M $4M $4M · · · · · ·
Balance Sheet 16
Annual Balance Sheet data for SMBK
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +893.7% $464M $388M $352M $266M $1.05B $482M $184M $116M $113M $69M $80M $47M
PP&E (Net) 12-point trend, +454.5% $88M $91M $93M $93M $86M $73M $59M $56M $43M $31M $25M $16M
PP&E (Gross) 12-point trend, +524.1% $124M $122M $120M $117M $107M $89M $73M $67M $51M $37M $30M $20M
Accum. Depreciation 12-point trend, +807.5% $36M $31M $27M $25M $21M $17M $13M $11M $8M $6M $5M $4M
Goodwill 10-point trend, +90400000.00 $90M $96M $96M $96M $92M $74M $66M $66M · · $4M $0
Intangibles 11-point trend, +78.6% $5M $9M $11M $14M $14M $12M $12M $13M $8M $2M $3M ·
Total Assets 12-point trend, +997.9% $5.86B $5.28B $4.83B $4.64B $4.61B $3.30B $2.45B $2.27B $1.72B $1.06B $1.02B $534M
Total Liabilities 12-point trend, +1010.7% $5.31B $4.78B $4.37B $4.21B $4.18B $2.95B $2.14B $1.99B $1.51B $957M $924M $478M
Long-term Debt 7-point trend, -90.5% $3M $8M $13M $42M $88M $81M $32M · · · · ·
Common Stock 12-point trend, +474.2% $17M $17M $17M $17M $17M $15M $14M $14M $11M $6M $6M $3M
Paid-in Capital 12-point trend, +596.2% $296M $294M $296M $294M $293M $253M $233M $232M $174M $83M $83M $43M
Retained Earnings 12-point trend, +2223.4% $249M $204M $173M $157M $118M $87M $66M $40M $22M $17M $12M $11M
AOCI 12-point trend, -2973.5% $-9M $-24M $-26M $-35M $1M $2M $168.0K $-3M $-1M $-1M $-352.1K $-303.2K
Stockholders' Equity 12-point trend, +888.4% $552M $491M $460M $432M $429M $357M $313M $283M $206M $105M $100M $56M
Liabilities + Equity 12-point trend, +997.9% $5.86B $5.28B $4.83B $4.64B $4.61B $3.30B $2.45B $2.27B $1.72B $1.06B $1.02B $534M
Shares Outstanding 12-point trend, +474.2% 17,029,317 16,925,672 16,988,879 16,900,805 16,802,990 15,107,214 14,008,233 13,933,504 11,152,561 5,896,033 5,806,477 2,965,783
Cash Flow 19
Annual Cash Flow data for SMBK
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +198.3% $5M $5M $5M $5M $4M $4M $3M $3M $-2M $2M $1M $2M
Stock-based Comp 12-point trend, +13159.0% $2M $2M $1M $1M $693.0K $482.0K $517.0K $397.0K $154.3K $132.6K $140.1K $14.6K
Deferred Tax 10-point trend, -186.9% $-470.0K $120.0K $1M $-555.0K $643.0K $-1M $780.0K $2M $2M · · $540.7K
Amort. of Intangibles 12-point trend, +1218.2% $2M $2M $3M $3M $2M $2M $1M $976.0K $346.4K $305.5K $233.0K $163.1K
Other Non-cash 6-point trend, +176.7% $5M $10M $3M $8M $6M $2M · · · · · ·
Operating Cash Flow 12-point trend, +3556.5% $62M $53M $40M $57M $46M $29M $30M $21M $1M $12M $2M $2M
CapEx 12-point trend, -16.2% $2M $6M $6M $12M $2M $5M $6M $4M $3M $7M $1M $3M
Investing Cash Flow 9-point trend, -883.7% $-499M $-420M $-135M $-841M $-265M $-259M $-95M $-95M $-51M · · ·
Debt Issued 7-point trend, -98.4% $2M $160M $26M $31M $8M $340M $154M · · · · ·
Net Debt Issued 6-point trend, -95.0% $2M $-6M $-4M $-45M $7M $50M · · · · · ·
Stock Issued 12-point trend, +341.4% $153.0K $68.0K $165.0K $397.0K $200.0K $339.0K $438.0K $2M $38M $804.0K $4M $34.7K
Stock Repurchased 3-point trend, -31.1% · $3M · · $1M $4M · · · · · ·
Net Stock Activity 10-point trend, -19.9% $153.0K $-3M $108.0K $191.0K $-1M $-4M · · $38M $804.0K $4M $191.0K
Dividends Paid 8-point trend, +5452000.00 $5M $5M $5M $5M $4M $3M $700.0K $0 · · · ·
Financing Cash Flow 9-point trend, +448.3% $514M $403M $181M $5M $782M $528M $133M $77M $94M · · ·
Net Change in Cash 12-point trend, +335.0% $77M $35M $86M $-779M $563M $298M $68M $3M $44M $-11M $33M $-33M
Taxes Paid $12M · · · · · · · · · · ·
Free Cash Flow 10-point trend, +1690.9% $59M $46M $33M $44M $44M $24M · · $4M $5M $1M $3M
Levered FCF 8-point trend, -2363.1% · · $-36M $28M $35M $10M · · $1M $2M $-61.6K $2M
Profitability 5
Annual Profitability data for SMBK
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 10-point trend, +163.3% 25.1% 21.1% 18.8% 26.0% 25.3% 20.9% · · 9.8% 13.7% 5.5% 9.5%
Pretax Margin 10-point trend, +98.6% 30.7% 26.5% 23.8% 33.2% 32.3% 26.6% · · 22.3% 21.6% 11.6% 15.4%
EBITDA Margin 6-point trend, -21.7% 2.5% 3.0% 3.4% 2.8% 3.1% 3.2% · · · · · ·
ROA 10-point trend, +130.8% 0.90% 0.72% 0.60% 0.93% 0.88% 0.85% · · 0.36% 0.56% 0.19% 0.39%
ROE 10-point trend, +175.7% 9.7% 7.5% 6.3% 10.2% 8.2% 6.9% · · 2.9% 5.7% 1.9% 3.5%
Efficiency 1
Annual Efficiency data for SMBK
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, -11.1% 0.0 0.0 0.0 0.0 0.0 0.0 · · 0.0 0.0 0.0 0.0
Per Share 6
Annual Per Share data for SMBK
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, +428.7% $32.44 $29.03 $27.07 $25.59 $25.56 $23.64 · · $18.46 $17.85 $17.25 $6.14
Revenue / Share 9-point trend, +86.5% $11.86 $10.16 $9.01 $9.79 $8.75 $7.74 · · $5.83 $6.94 $6.36 ·
Cash Flow / Share 9-point trend, +568.0% $3.65 $3.12 $2.35 $3.37 $2.94 $1.94 · · $0.76 $1.89 $0.55 ·
Cash / Share 10-point trend, +1064.0% $27.27 $22.90 $20.74 $15.76 $62.20 $31.89 · · $10.13 $11.66 $13.77 $2.34
Dividend Paid / Share 7-point trend, +540.0% $0 $0 $0 $0 $0 $0 $0 · · · · ·
EPS (TTM) 12-point trend, +473.1% $2.98 $2.14 $1.69 $2.55 $2.22 $1.62 $1.89 $1.45 $0.55 $0.78 $0.32 $0.52
Growth Rates 10
Annual Growth Rates data for SMBK
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -6.7% 16.9% 12.5% -7.8% 20.3% 18.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -29.4% 6.7% 7.7% 9.4% · · · · · · · · ·
Revenue CAGR 5Y 11.5% · · · · · · · · · · ·
EPS YoY 5-point trend, +6.0% 39.2% 26.6% -33.7% 14.9% 37.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, +275.4% 5.3% -1.2% 1.4% · · · · · · · · ·
EPS CAGR 5Y 13.0% · · · · · · · · · · ·
Net Income YoY 5-point trend, -8.5% 39.3% 26.4% -33.5% 23.7% 43.0% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -2.7% 5.4% 1.3% 5.5% · · · · · · · · ·
Net Income CAGR 5Y 15.7% · · · · · · · · · · ·
Dividend CAGR 5Y 12.8% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for SMBK
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +911.1% $200M $172M $152M $165M $137M $116M $99M $83M $51M $42M $27M $20M
Net Income TTM 12-point trend, +2647.2% $50M $36M $29M $43M $35M $24M $27M $18M $5M $6M $2M $2M
Market Cap 10-point trend, +617.9% $630M $524M $416M $465M $460M $274M · · $242M $109M $93M $88M
P/E 12-point trend, -51.2% 12.4 14.5 14.5 10.8 12.3 11.2 12.5 12.6 39.5 23.8 50.3 25.5
P/S 10-point trend, -29.0% 3.1 3.1 2.7 2.8 3.3 2.4 · · 4.7 2.6 3.4 4.4
P/B 10-point trend, -47.2% 1.1 1.1 0.9 1.1 1.1 0.8 · · 1.2 1.0 0.9 2.2
P / Tangible Book 6-point trend, +36.1% 1.4 1.4 1.2 1.4 1.4 1.0 · · · · · ·
P / Cash Flow 10-point trend, -58.8% 10.2 9.9 10.5 8.2 10.0 9.4 · · 36.4 9.4 39.9 24.8
P / FCF 10-point trend, -59.9% 10.6 11.3 12.4 10.5 10.5 11.6 · · 63.0 23.8 74.2 26.5
Dividend Yield 6-point trend, -20.2% 0.87% 1.0% 1.3% 1.0% 0.81% 1.1% · · · · · ·
Earnings Yield 12-point trend, +105.1% 8.1% 6.9% 6.9% 9.3% 8.1% 8.9% 8.0% 7.9% 2.5% 4.2% 2.0% 3.9%
Payout Ratio 6-point trend, -11.7% 10.8% 15.0% 19.0% 11.0% 10.7% 12.3% · · · · · ·
Annual Payout 8-point trend, +5452000.00 $5M $5M $5M $5M $4M $3M $700.0K $0 · · · ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $50M$36M$29M$43M$35M
Diluted EPS $2.98$2.14$1.69$2.55$2.22
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $59M$46M$33M$44M$44M

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Institutional owners (13F) 195 filers · $404.2M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
30 (+9 vs prior Q) 14 (+2 vs prior Q) 77 (+29 vs prior Q) 36 (-12 vs prior Q) +907K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
DIMENSIONAL FUND ADVISORS LP $37,632,749 802,062 9.31% Shares
VANGUARD CAPITAL MANAGEMENT LLC $31,897,107 679,819 7.89% Shares
VANGUARD GROUP INC $27,669,519 748,027 6.85% Shares
STATE STREET CORP $21,445,255 457,060 5.31% Shares
AMERICAN CENTURY COMPANIES INC $21,051,456 448,667 5.21% Shares
Private Capital Management, LLC $20,293,448 432,512 5.02% Shares
GEODE CAPITAL MANAGEMENT, LLC $15,281,442 325,599 3.78% Shares
First Eagle Investment Management, LLC $14,983,386 319,339 3.71% Shares
WELLINGTON MANAGEMENT GROUP LLP $12,609,797 268,751 3.12% Shares
Cravens & Co Advisors, LLC $10,341,168 220,400 2.56% Shares
SALZHAUER MICHAEL $9,900,735 211,013 2.45% Shares
TWO SIGMA INVESTMENTS, LP $8,841,276 188,433 2.19% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $8,461,037 180,329 2.09% Shares
Stieven Capital Advisors, L.P. $6,922,295 147,534 1.71% Shares
RENAISSANCE TECHNOLOGIES LLC $6,905,733 147,181 1.71% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6,732,785 143,495 1.67% Shares
North Reef Capital Management LP $6,432,216 137,089 1.59% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $6,142,485 130,914 1.52% Shares
ALLIANCEBERNSTEIN L.P. $5,936,018 151,894 1.47% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $5,814,983 123,934 1.44% Shares
Foundry Partners, LLC $5,692,613 183,160 1.41% Shares
DEPRINCE RACE & ZOLLO INC $4,991,454 127,724 1.23% Shares
VANGUARD FIDUCIARY TRUST CO $4,660,657 99,332 1.15% Shares
BANC FUNDS CO LLC $4,580,612 97,626 1.13% Shares
ZACKS INVESTMENT MANAGEMENT $4,302,477 91,697 1.06% Shares
Empowered Funds, LLC $4,081,805 86,995 1.01% Shares
Connor, Clark & Lunn Investment Management Ltd. $3,910,923 83,353 0.97% Shares
BlackRock, Inc. $3,514,918 74,913 0.87% Shares
MILLENNIUM MANAGEMENT LLC $3,278,535 69,875 0.81% Shares
GOLDMAN SACHS GROUP INC $3,090,010 65,857 0.76% Shares
PANAGORA ASSET MANAGEMENT INC $3,080,251 65,649 0.76% Shares
MARTINGALE ASSET MANAGEMENT L P $3,064,674 65,317 0.76% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $2,991,948 63,767 0.74% Shares
Trexquant Investment LP $2,919,222 62,217 0.72% Shares
Elizabeth Park Capital Advisors, Ltd. $2,770,251 59,042 0.69% Shares
FIRST TRUST ADVISORS LP $2,290,775 48,823 0.57% Shares
TWO SIGMA ADVISERS, LP $2,289,681 61,900 0.57% Shares
REGIONS FINANCIAL CORP $2,164,842 46,139 0.54% Shares
BANK OF AMERICA CORP /DE/ $2,163,997 46,121 0.54% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $2,057,160 43,844 0.51% Shares
JPMORGAN CHASE & CO $2,039,229 43,259 0.50% Shares
Rather & Kittrell, Inc. $1,906,407 40,631 0.47% Shares
D. E. Shaw & Co., Inc. $1,722,527 36,712 0.43% Shares
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. $1,639,291 34,938 0.41% Shares
Quantinno Capital Management LP $1,599,710 34,094 0.40% Shares
CALDWELL SUTTER CAPITAL, INC. $1,333,983 28,431 0.33% Shares
VICTORY CAPITAL MANAGEMENT INC $1,294,992 27,600 0.32% Shares
FRANKLIN RESOURCES INC $1,166,384 24,859 0.29% Shares
BNP PARIBAS FINANCIAL MARKETS $1,109,001 23,636 0.27% Shares
CAPTRUST FINANCIAL ADVISORS $1,092,952 23,294 0.27% Shares
LBMC INVESTMENT ADVISORS, LLC $1,081,413 23,048 0.27% Shares
HSBC HOLDINGS PLC $1,063,739 22,681 0.26% Shares
BAILARD, INC. $1,022,856 21,800 0.25% Shares
Pinnacle Financial Partners, Inc. $1,021,120 21,763 0.25% Shares
FMR LLC $973,684 20,752 0.24% Shares
LeConte Wealth Management, LLC $954,400 20,341 0.24% Shares
Brandywine Global Investment Management, LLC $908,437 24,559 0.22% Shares
RHUMBLINE ADVISERS $904,091 19,269 0.22% Shares
PRINCIPAL FINANCIAL GROUP INC $886,647 18,897 0.22% Shares
EQUITABLE TRUST CO $822,742 17,535 0.20% Shares
NewEdge Advisors, LLC $804,200 17,140 0.20% Shares
PINNACLE FINANCIAL PARTNERS INC $777,592 21,763 0.19% Shares
SILVER OAK SECURITIES, INCORPORATED $751,565 16,018 0.19% Shares
Man Group plc $725,102 15,454 0.18% Shares
Squarepoint Ops LLC $724,398 15,439 0.18% Shares
STRS OHIO $722,568 15,400 0.18% Shares
BARCLAYS PLC $713,513 15,207 0.18% Shares
MORGAN STANLEY $708,123 15,092 0.18% Shares
RAYMOND JAMES FINANCIAL INC $693,273 14,776 0.17% Shares
STATE OF WISCONSIN INVESTMENT BOARD $653,033 13,918 0.16% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $631,402 13,457 0.16% Shares
WELLS FARGO & COMPANY/MN $624,271 13,305 0.15% Shares
Geneos Wealth Management Inc. $614,558 13,098 0.15% Shares
Russell Investments Group, Ltd. $603,425 12,860 0.15% Shares
AGP FRANKLIN, LLC $579,706 12,355 0.14% Shares
CANADA PENSION PLAN INVESTMENT BOARD $572,424 12,200 0.14% Shares
Evergreen Advisors, LLC $556,572 11,862 0.14% Shares
KENNEDY CAPITAL MANAGEMENT LLC $533,152 11,363 0.13% Shares
BROOKS, MOORE & ASSOCIATES, INC. $532,589 11,351 0.13% Shares
XTX Topco Ltd $523,017 11,147 0.13% Shares
CITADEL ADVISORS LLC $455,734 9,713 0.11% Shares
MetLife Investment Management, LLC $439,124 9,359 0.11% Shares
Y-Intercept (Hong Kong) Ltd $432,884 9,226 0.11% Shares
Qube Research & Technologies Ltd $423,735 9,031 0.10% Shares
Stonegate Investment Group, LLC $417,684 11,690 0.10% Shares
Hillsdale Investment Management Inc. $414,773 8,840 0.10% Shares
Cetera Investment Advisers $391,923 8,353 0.10% Shares
Sequoia Financial Advisors, LLC $371,372 7,915 0.09% Shares
CAP Partners, LLC $371,137 7,910 0.09% Shares
HHM Wealth Advisors, LLC $344,018 7,332 0.09% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $337,355 7,190 0.08% Shares
Quadrature Capital Ltd $336,792 7,178 0.08% Shares
1492 Capital Management LLC $323,795 6,901 0.08% Shares
Yorktown Management & Research Co Inc $316,710 6,750 0.08% Shares
Cubist Systematic Strategies, LLC $316,210 8,850 0.08% Shares
Engineers Gate Manager LP $308,264 6,570 0.08% Shares
EntryPoint Capital, LLC $308,264 6,570 0.08% Shares
Welch Group, LLC $304,934 6,499 0.08% Shares
NEW YORK STATE COMMON RETIREMENT FUND $301,883 6,434 0.07% Shares
Bank of New York Mellon Corp $294,376 6,274 0.07% Shares

Company insiders 33 insiders · 8 officers · 14 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
William Young Carroll Jr. President and CEO Jan. 22, 2020 A 87,600 0 0 $0
Ronald J Gorczynski Chief Financial Officer & EVP May 14, 2020 P 6,500 0 0 $0
Rhett D. Jordan EVP & CHIEF CREDIT OFFICER Aug. 4, 2026 S 11,372 0 2 $-40,682
William Young Carroll Sr. Vice-Chairman March 12, 2020 P 29,468 0 0 $0
William L Yoder Chief Banking&DepOfficer&EVP Jan. 22, 2020 A 43,731 0 0 $0
Gregory L. Davis Chief Lending Officer & EVP Jan. 22, 2020 A 30,531 0 0 $0
Gary Wayne Petty Jr Chief Risk Officer & EVP Jan. 22, 2020 A 2,802 0 0 $0
Nathaniel F Hughes EVP & Investment Officer Sept. 30, 2015 A 16,161 0 0 $0
Victor Lynn Barrett Director June 10, 2026 P 151,724 1 0 $131,340
Cathy G Ackermann Director June 4, 2026 P 19,831 1 0 $126,360
Clifton N Miller Director May 27, 2020 S 92,751 0 0 $0
Ottis H Phillips Director April 23, 2020 A 226,883 0 0 $0
Steven B. Tucker Director March 16, 2020 M 55,220 0 0 $0
David Austin Ogle Director March 16, 2020 P 179,579 0 0 $0
Monique Berke Director March 10, 2020 P 10,012 0 0 $0
Ted Charles Miller Director March 9, 2020 P 128,458 0 0 $0
James Beaumont Wicks Director Jan. 23, 2020 A 41,364 0 0 $0
Geoffrey Alan Wolpert Director Jan. 23, 2020 A 86,784 0 0 $0
Keith Edward Whaley Director Jan. 23, 2020 A 79,742 0 0 $0
Russell W Lloyd Director March 1, 2005 A 26,680 0 0 $0
Wesley Miller Welborn — March 10, 2026 A 100,010 1 0 $36,014
Frank S Mcdonald — Jan. 25, 2018 A 4,278 0 0 $0
Doyce G Payne MD — Jan. 25, 2018 A 41,051 0 0 $0
Lawrence D Levine — March 11, 2008 S 34,689 0 0 $0
Kenneth B Driver — March 1, 2008 A 53,672 0 0 $0
Karl Fillauer — March 1, 2008 A 71,380 0 0 $0
Gregory B Jones — March 1, 2008 A 14,700 0 0 $0
Billy O Wiggins — March 1, 2008 A 90,780 0 0 $0
Marsha Yessick — March 1, 2008 A 13,000 0 0 $0
Jerry D Lee — March 1, 2008 A 50,500 0 0 $0
Turner Smith — March 1, 2007 A 40,000 0 0 $0
Earl A Marler JR — March 1, 2006 A 30,130 0 0 $0
James H Large — Nov. 1, 2005 M 37,730 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Warren Barnett ×3 filings July 17, 2015 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 40 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
SMIZ · Zacks Trust 0.44% 27,318 NS May 31, 2026 N-PORT
SAWS · ETF Series Solutions 0.41% 686 NS April 30, 2026 N-PORT
IWC · iShares Trust 0.19% 53,182 SH Aug. 8, 2026 Daily
EBIT · Harbor ETF Trust 0.10% 263 NS April 30, 2026 N-PORT
DPST · Direxion Shares ETF Trust 0.07% 8,489 NS April 30, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.06% 358,260 NS May 31, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.05% 33,694 NS May 31, 2026 N-PORT
IWN · iShares Trust 0.05% 127,471 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.04% 11,211 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.04% 63,287 NS April 30, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.03% 1,458 SH Aug. 8, 2026 Daily
DFAT · Dimensional ETF Trust 0.03% 84,457 NS April 30, 2026 N-PORT
IWM · iShares Trust 0.03% 395,472 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.02% 89,829 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.02% 6,461 NS April 30, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.02% 9,100 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.02% 715 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.01% 48,651 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.01% 69,279 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.01% 171,274 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.01% 2,974 SH Aug. 8, 2026 Daily
VFH · VANGUARD WORLD FUND 0.01% 25,450 SH Aug. 8, 2026 Daily
IWO · iShares Trust 0.01% 26,304 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.01% 560 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.01% 565 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 341 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 629 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 14 NS May 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 44,910 SH Aug. 8, 2026 Daily
DFAC · Dimensional ETF Trust 0.00% 18,852 NS April 30, 2026 N-PORT
IWV · iShares Trust 0.00% 6,535 SH Aug. 8, 2026 Daily
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 4,615 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 901 NS April 30, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 3,173 NS April 30, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 513 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 3,778 NS April 30, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 8,370 NS May 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 492,205 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,450 SH Aug. 8, 2026 Daily
EBI · RBB Fund Trust 0.00% 1 NS May 31, 2026 N-PORT