PNFP · Pinnacle Financial Partners, Inc. · Shareholders & Ownership

$95.29 +1.39 (+1.48%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.19B

151.11M

Volume · Oct 20 1.24M Avg daily vol (3M) 1.08M

Every disclosed holder of PNFP in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns PNFP

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	717	133,157,857	88.12%	Yes
Insiders (Forms 3, 4, 5)	23	1,448,924	0.96%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	16,505,859	10.92%	Rest
Registered funds (N-PORT, not summed)	454	62,062,819	41.07%	No

Shares outstanding: 151,112,640, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of PNFP

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	15,201,926	10.06%	+132,370	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,898,375	11.18%	+454,797	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,147,064	3.41%	+167,436	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	754,330	0.50%	-11,386	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	615,359	0.41%	+45,924	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	311,753	0.21%	-29,628	Jun 30, 2026	iShares Trust, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,141,397	7.37%	+2,016,827	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	11,141,397	7.37%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	190,925	0.13%	+71,645	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,488,929	6.94%	+3,290,031	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,488,929	6.94%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,912,285	1.27%	+1,247,168	May 31, 2026	Fidelity Rutland Square Trust II, not summed
3.3	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,673,199	1.11%	-2,247	Jul 31, 2026	Fidelity Puritan Trust, not summed
3.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	777,248	0.51%	-7,536	May 31, 2026	Fidelity Concord Street Trust, not summed
3.5	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	724,700	0.48%	+334,800	Jul 31, 2026	Fidelity Capital Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,907,959	4.57%	-88,617	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,576,622	4.35%	-191,192	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,183,914	4.09%	+291,782	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	761,299	0.50%	+25,865	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	643,502	0.43%	+9,233	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	230,951	0.15%	-518	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	148,254	0.10%	-1,465	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	51,723	0.03%	-600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,607,819	3.71%	+2,027,382	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	2,397,939	1.59%	+727,997	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
7.2	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,542,656	1.02%	+475,616	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
7.3	Invesco KBW Bank ETF Fund S000034530 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	963,638	0.64%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.4	Invesco V.I. American Value Fund Fund S000027881 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	76,979	0.05%	+25,827	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
7.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	30,527	0.02%	+3,643	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,380,230	3.56%	+427,325	Jun 30, 2026	carried, not yet filed for the newest quarter
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,101,558	3.38%	+66,263	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	710,840	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	639,051	0.42%	+100,556	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	559,507	0.37%	+44,623	Jul 31, 2026	Dimensional ETF Trust, not summed
9.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	450,085	0.30%	-87,016	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	327,757	0.22%	-2,047	Jul 31, 2026	Dimensional ETF Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,558,131	3.02%	-243,729	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,434,982	2.27%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
12	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,423,222	2.27%	-572,420	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	302,547	0.20%	-28,771	Jun 30, 2026	AQR Funds, not summed
12.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	90,627	0.06%	-5,318	Jun 30, 2026	AQR Funds, not summed
12.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	38,380	0.03%	-2	Jun 30, 2026	AQR Funds, not summed
12.4	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	12,538	0.01%	0	Jun 30, 2026	AQR Funds, not summed
12.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,610	0.01%	+5	Jun 30, 2026	AQR Funds, not summed
13	Pinnacle Financial Partners, Inc. 13F CIK 2082866 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,416,527	2.26%	-80,203	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,290,769	2.18%	-195,493	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,980,216	1.97%	+187,047	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,986,484	1.31%	+260,731	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
17	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,818,045	1.20%	+128,308	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,724,727	1.14%	+43,803	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,655,077	1.10%	+32,542	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	723,931	0.48%	-2,241	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	407,438	0.27%	+2,838	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	127,327	0.08%	-2,921	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	92,013	0.06%	+2,298	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	90,242	0.06%	+3,185	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,406,527	0.93%	-220,953	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	484	0.00%	-39	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
20.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	152	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	64	0.00%	-7	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,358,014	0.90%	-62,616	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	97,757	0.06%	+3,096	Jun 30, 2026	Northern Funds, not summed
21.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	28,598	0.02%	-772	Jul 31, 2026	FlexShares Trust, not summed
22	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,318,701	0.87%	-71,121	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	23,578	0.02%	-1,013	Jul 31, 2026	BNY Mellon ETF Trust, not summed
23	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,165,975	0.77%	-29,128	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Balanced Fund Fund S000000629 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	412,624	0.27%	-20,896	Jul 31, 2026	John Hancock Investment Trust, not summed
23.2	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	296,761	0.20%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
23.3	John Hancock Multifactor Mid Cap ETF Fund S000050079 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	104,267	0.07%	+6,296	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
23.4	Financial Industries Fund Fund S000000634 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	55,316	0.04%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
23.5	John Hancock Multifactor Large Cap ETF Fund S000050077 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	1,942	0.00%	+24	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
24	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,142,360	0.76%	+727,922	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,048,678	0.69%	+250,330	Jun 30, 2026	carried, not yet filed for the newest quarter
26	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,047,875	0.69%	-2,215,310	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,042,739	0.69%	-67,299	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	949,052	0.63%	-27,335	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	948,691	0.63%	+12,700	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	879,701	0.58%	-236,798	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	834,942	0.55%	+154,755	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	7,013	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
31.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	5,077	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
31.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,469	0.00%	+49	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31.4	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,836	0.00%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,739	0.00%	-107	May 31, 2026	Goldman Sachs ETF Trust, not summed
32	Fenimore Asset Management Inc 13F CIK 884566 · Unknown · Sep 30, 2026	825,186	0.55%	-9,196	Sep 30, 2026
33	BloombergSen Inc. 13F CIK 1484047 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	747,954	0.50%	-26,484	Jun 30, 2026	carried, not yet filed for the newest quarter
34	North Reef Capital Management LP 13F CIK 1867831 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	731,537	0.48%	+630,602	Jun 30, 2026	carried, not yet filed for the newest quarter
35	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	705,465	0.47%	-292,639	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	696,561	0.46%	-31,505	Jun 30, 2026	carried, not yet filed for the newest quarter
37	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	684,636	0.45%	+34,758	Jun 30, 2026	carried, not yet filed for the newest quarter
38	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	661,307	0.44%	-55,440	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	614,017	0.41%	-50,328	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	67,137	0.04%	-43,870	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	36,978	0.02%	+1,888	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
39.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	10,211	0.01%	-326	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.4	First Trust Nasdaq BuyWrite Income ETF Fund S000040305 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	7,317	0.00%	+643	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
39.5	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,212	0.00%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40	Vinva Investment Management Ltd 13F CIK 1968109 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	603,456	0.40%	+603,456	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	600,692	0.40%	+14,169	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
42	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	593,062	0.39%	+47,686	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	535,523	0.35%	-1,309,387	Jun 30, 2026	carried, not yet filed for the newest quarter
44	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	489,448	0.32%	-243,277	Jun 30, 2026	carried, not yet filed for the newest quarter
45	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	469,156	0.31%	+13,234	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
46	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	459,232	0.30%	+127,765	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	2,285,007	1.51%	+126,904	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
46.2	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	420,172	0.28%	-456	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
46.3	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	228,715	0.15%	0	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
46.4	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	185,734	0.12%	0	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
46.5	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	39,630	0.03%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
47	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	452,150	0.30%	+448,268	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	438,722	0.29%	+129,477	Jun 30, 2026	carried, not yet filed for the newest quarter
49	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	437,921	0.29%	+17,491	Jun 30, 2026	carried, not yet filed for the newest quarter
50	12th Street Asset Management Company, LLC 13F CIK 1633703 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	430,655	0.29%	+28,382	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 2082866 CUSIP 72348N109 13F (30d) 113 filings 110 filers Visit website Investor relations