Pinnacle Financial Partners, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| RMB SMID Cap Fund RMB Investors Trust | — | $1.21M | 2.05% | 14,094 NS | $59.15M | FIGI |
| PL Growth and Income ETF Collaborative Investment Series Trust | PLGI | $1.14M | 1.93% | 13,285 NS | $59.15M | FIGI |
| AQR Managed Futures Strategy HV Fund AQR Funds | — | $1.14M | 0.09% | 13,269 NS | $1.25B | FIGI |
| Timothy Plan Aggressive Growth Fund Timothy Plan | — | $1.11M | 0.95% | 12,924 NS | $116.72M | FIGI |
| American Beacon Shapiro SMID Cap Equity Fund AMERICAN BEACON FUNDS | — | $1.11M | 5.01% | 12,834 NS | $22.05M | FIGI |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | — | $1.08M | 0.37% | 12,584 NS | $295.38M | FIGI |
| AQR Multi-Asset Fund AQR Funds | — | $1.08M | 0.05% | 12,538 NS | $2.30B | FIGI |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | USMF | $1.08M | 0.31% | 12,523 NS | $350.35M | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $1.07M | 0.29% | 12,374 NS | $373.51M | FIGI |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | — | $1.05M | 0.66% | 12,235 NS | $159.23M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $1.03M | 0.06% | 11,971 NS | $1.86B | FIGI |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | — | $1.03M | 2.24% | 11,962 NS | $45.96M | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $1.03M | 0.10% | 11,926 NS | $1.02B | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $995.4K | 0.13% | 11,556 NS | $741.60M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $957.3K | 0.06% | 11,113 NS | $1.65B | FIGI |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | — | $955.8K | 0.40% | 11,096 NS | $241.27M | FIGI |
| Gabelli Global Small & Mid Cap Value Trust — | — | $947.3K | 0.75% | 10,997 NS | $127.10M | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $913.9K | 0.02% | 10,610 NS | $4.47B | FIGI |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | CFA | $891.4K | 0.17% | 10,348 NS | $517.25M | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $873.2K | 0.24% | 10,137 NS | $368.49M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $794.9K | 0.03% | 9,228 NS | $2.98B | FIGI |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $768.8K | 0.02% | 8,925 NS | $3.47B | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $756.6K | 0.01% | 8,783 NS | $11.33B | FIGI |
| DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | — | $725.6K | 1.03% | 8,423 NS | $70.13M | FIGI |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | — | $725.0K | 0.48% | 8,417 NS | $151.87M | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $707.1K | 0.38% | 8,209 NS | $185.65M | FIGI |
| VictoryShares US 500 Enhanced Volatility Wtd … Victory Portfolios II | CFO | $684.1K | 0.17% | 7,942 NS | $397.01M | FIGI |
| AQR Alternative Risk Premia Fund AQR Funds | — | $655.1K | 0.13% | 7,605 NS | $485.58M | FIGI |
| Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | — | $645.0K | 1.35% | 7,488 NS | $47.67M | FIGI |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $640.7K | 0.10% | 7,438 NS | $636.65M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $614.9K | 0.05% | 7,138 NS | $1.23B | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $610.6K | 0.19% | 7,088 NS | $314.56M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $596.6K | 0.07% | 6,926 NS | $876.76M | FIGI |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | — | $588.4K | 0.02% | 6,831 NS | $3.61B | FIGI |
| First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | FTQI | $574.9K | 0.07% | 6,674 NS | $775.40M | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $555.9K | 0.00% | 6,453 NS | $25.99B | FIGI |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | DTD | $539.2K | 0.04% | 6,260 NS | $1.49B | FIGI |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $538.4K | 0.02% | 6,250 NS | $2.90B | FIGI |
| Calvert U.S. Mid Cap Core Responsible Index F… Calvert Responsible Index Series, Inc. | — | $502.2K | 0.12% | 5,830 NS | $425.33M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $441.1K | 0.10% | 5,121 NS | $460.74M | FIGI |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | — | $409.5K | 0.04% | 4,754 NS | $980.51M | FIGI |
| State Street(R) SPDR(R) MSCI USA StrategicFac… SPDR SERIES TRUST | QUS | $407.0K | 0.03% | 4,725 NS | $1.46B | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $399.9K | 0.06% | 4,643 NS | $722.25M | FIGI |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $388.3K | 0.04% | 4,508 NS | $901.68M | FIGI |
| AQR MS Fusion HV Fund AQR Funds | — | $374.9K | 0.64% | 4,352 NS | $58.49M | FIGI |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $372.3K | 0.05% | 4,322 NS | $744.07M | FIGI |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | — | $361.0K | 0.18% | 4,191 NS | $202.01M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $351.2K | 0.00% | 4,077 NS | $9.06B | FIGI |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | — | $350.2K | 0.21% | 4,065 NS | $168.08M | FIGI |
| Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. | — | $309.2K | 1.34% | 3,590 NS | $23.00M | FIGI |