TRMK · Trustmark Corp · Shareholders & Ownership

$44.22 -0.62 (-1.38%) At close · Oct 30 Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.57B

58.07M

Volume · Oct 30 512.99K Avg daily vol (3M) 368.76K

Every disclosed holder of TRMK 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 TRMK

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)	300	46,909,971	80.78%	Yes
Insiders (Forms 3, 4, 5)	20	1,143,875	1.97%	Yes
13D/G-only blocks	1	2,660,000	4.58%	Yes
Remaining	—	7,356,731	12.67%	Rest
Registered funds (N-PORT, not summed)	269	26,366,501	45.40%	No

Shares outstanding: 58,070,577, 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 TRMK

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. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,605,088	14.82%	+303,863	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,523,726	6.07%	-34,412	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,431,439	2.47%	+69,112	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	524,797	0.90%	+52,825	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	258,019	0.44%	+8,696	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	257,069	0.44%	-38,276	Jun 30, 2026	iShares Trust, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,940,082	6.79%	+42,526	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	784,053	1.35%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	559,782	0.96%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	460,274	0.79%	-2,659	Jul 31, 2026	Dimensional ETF Trust, not summed
2.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	329,916	0.57%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	326,067	0.56%	+12,512	Jul 31, 2026	Dimensional ETF Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,562,663	6.14%	+37,860	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,312,492	5.70%	+337,527	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	579,639	1.00%	+181,105	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	539,184	0.93%	+5,667	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	305,249	0.53%	+28,336	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	161,689	0.28%	+9,197	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	154,253	0.27%	-2,417	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	ROBERT M HEARIN SUPPORT FOUNDATION 13G CIK 1241883 · Unknown · Feb 4, 2026 Rule 13d-1(c), passive investor	2,660,000	4.58%	-75,000	Feb 4, 2026	Rule 13d-1(c), passive investor
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,540,499	4.37%	-4,923	Jun 30, 2026	carried, not yet filed for the newest quarter
7	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,439,025	4.20%	-93,577	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,768,722	3.05%	-17,100	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,695,444	2.92%	+429,145	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,595,875	2.75%	+81,274	Jun 30, 2026	carried, not yet filed for the newest quarter
11	North Reef Capital Management LP 13F CIK 1867831 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,565,551	2.70%	-387,379	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	1,534,521	2.64%	+266,777	Aug 31, 2026	American Century ETF Trust, not summed
13	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,529,504	2.63%	-1,764,593	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,529,504	2.63%	-1,789,295	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,279,022	2.20%	-11,659	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	961,117	1.66%	+899,808	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	929,962	1.60%	-33,209	Jul 31, 2026	HARBOR FUNDS, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	870,518	1.50%	+140,143	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	102,065	0.18%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
17.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	45,425	0.08%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
17.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	16,729	0.03%	-1,310	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
17.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	12,126	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
17.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	8,518	0.01%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
18	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	848,952	1.46%	-12,296	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	808,838	1.39%	-11,999	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	745,492	1.28%	-33,577	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	278,050	0.48%	-6,438	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	145,677	0.25%	+4,231	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	136,886	0.24%	+16,009	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	37,716	0.06%	+38	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	36,555	0.06%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	689,624	1.19%	+42,762	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	29,617	0.05%	0	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,418	0.05%	+2,627	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,640	0.02%	-408	Jul 31, 2026	FlexShares Trust, not summed
21.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,705	0.01%	-220	Jun 30, 2026	Northern Funds, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	670,459	1.15%	+14,212	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	513,046	0.88%	+66,604	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	511,530	0.88%	+67,034	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	11	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	505,821	0.87%	+125,856	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	492,842	0.85%	+6,855	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	410,870	0.71%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
28	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	408,888	0.70%	+10,573	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	145,500	0.25%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
29	Newport Trust Company, LLC 13F CIK 1722329 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	399,962	0.69%	-8,602	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	385,071	0.66%	+8,983	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Federated Hermes MDT Small Cap Core Fund Fund S000012972 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	370,070	0.64%	+61,084	Jul 31, 2026	Federated Hermes MDT Series, not summed
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	366,036	0.63%	+259,792	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	197,920	0.34%	—	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	84,027	0.14%	-4,064	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	100	0.00%	+2	Jun 30, 2026	Columbia ETF Trust I, not summed
33	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,467	0.62%	-10,042	Jun 30, 2026	carried, not yet filed for the newest quarter
34	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	353,881	0.61%	+2,226	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	69,889	0.12%	+4,956	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
34.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	43,179	0.07%	-3,205	Jul 31, 2026	Principal Funds, Inc, not summed
34.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,734	0.01%	+1,936	Jul 31, 2026	Principal Funds, Inc, not summed
35	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	344,967	0.59%	+249,570	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	322,945	0.56%	+39,692	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
37	Clark Capital Management Group, Inc. 13F CIK 1352187 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,864	0.53%	-52,523	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	283,400	0.49%	-87,611	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	135,700	0.23%	-110,980	Jul 31, 2026	TIAA-CREF Funds, not summed
38.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	71,519	0.12%	+4,910	Jul 31, 2026	TIAA-CREF Funds, not summed
38.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	46,351	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
38.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	2,818	0.00%	-2,340	Jun 30, 2026	TIAA-CREF Life Funds, not summed
38.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	1,035	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
39	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	282,183	0.49%	-106	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	102,311	0.18%	+3,649	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
39.2	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	45,978	0.08%	+1,162	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
39.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	43,203	0.07%	-3,989	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
39.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	32,035	0.06%	+2,394	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
39.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	9,231	0.02%	-351	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
40	TRUSTMARK BANK TRUST DEPARTMENT 13F CIK 861176 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	270,801	0.47%	-15,457	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	265,345	0.46%	+10,573	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	263,388	0.45%	+10,573	Jun 30, 2026	EA Series Trust, not summed
41.2	Strive Small-Cap ETF Fund S000078019 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	1,957	0.00%	+36	Jun 30, 2026	EA Series Trust, not summed
42	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	243,468	0.42%	-17,171	Jun 30, 2026	carried, not yet filed for the newest quarter
43	PUCKETT RICHARD H Insider CIK 1019086 · Apr 28, 2026 Director, issuer-wide	231,271	0.40%	+1,396	Apr 28, 2026	Director, issuer-wide
44	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	218,957	0.38%	+4,167	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
45	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	210,769	0.36%	+6,323	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	202,623	0.35%	-114,149	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,357	0.33%	+147,155	Jun 30, 2026	carried, not yet filed for the newest quarter
48	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,998	0.30%	-222,704	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	169,716	0.29%	+26,352	Jun 30, 2026	carried, not yet filed for the newest quarter
50	DEWEY DUANE A Insider CIK 1263552 · Feb 18, 2026 Director, President & CEO, issuer-wide	167,623	0.29%	+13,572	Feb 18, 2026	Director, President & CEO, issuer-wide

43 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 36146 CUSIP 898402102 13F (30d) 92 filings 78 filers Visit website Investor relations