Pinnacle Financial Partners, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $428.95M | 0.40% | 4,979,628 NS | $106.05B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $413.63M | 0.02% | 4,801,860 NS | $1.99T | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $300.31M | 0.18% | 3,486,262 NS | $164.60B | FIGI |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | — | $185.90M | 2.02% | 2,158,103 NS | $9.22B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $144.79M | 0.18% | 1,680,924 NS | $81.50B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $97.74M | 0.40% | 1,134,660 NS | $24.22B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $95.62M | 0.16% | 1,110,038 NS | $60.64B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $84.11M | 0.22% | 976,387 NS | $38.69B | FIGI |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | IJJ | $65.96M | 0.83% | 765,716 NS | $7.98B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $63.35M | 0.41% | 735,434 NS | $15.63B | FIGI |
| State Street(R) SPDR(R) S&P(R) Regional Banki… SPDR SERIES TRUST | KRE | $54.64M | 1.47% | 634,269 NS | $3.71B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $49.05M | 0.10% | 569,435 NS | $48.22B | FIGI |
| First Trust SMID Cap Rising Dividend Achiever… First Trust Exchange-Traded Fund VI | SDVY | $39.27M | 0.39% | 455,922 NS | $10.10B | FIGI |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | — | $36.23M | 0.45% | 420,628 NS | $8.07B | FIGI |
| FAM VALUE FUND Fenimore Asset Management Trust | — | $34.88M | 2.05% | 404,977 NS | $1.70B | FIGI |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | FMDE | $33.69M | 0.57% | 391,091 NS | $5.88B | FIGI |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | — | $33.59M | 0.42% | 390,000 NS | $7.99B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $29.41M | 0.04% | 341,381 NS | $69.79B | FIGI |
| AQR Long-Short Equity Fund AQR Funds | — | $28.54M | 0.35% | 331,318 NS | $8.07B | FIGI |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | — | $26.38M | 0.06% | 306,259 NS | $40.80B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $19.94M | 0.83% | 231,469 NS | $2.41B | FIGI |
| T. Rowe Price Institutional Small-Cap Stock F… T. Rowe Price Equity Funds, Inc. | — | $19.70M | 0.45% | 228,715 NS | $4.33B | FIGI |
| Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I | — | $18.52M | 2.50% | 215,000 NS | $741.10M | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $18.46M | 0.13% | 214,255 NS | $14.16B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $16.20M | 0.02% | 188,031 NS | $79.62B | FIGI |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, IN… | — | $16.00M | 0.92% | 185,734 NS | $1.75B | FIGI |
| John Hancock Financial Opportunities Fund — | — | $15.24M | 2.16% | 176,918 NS | $705.77M | FIGI |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | DON | $14.66M | 0.39% | 170,196 NS | $3.72B | FIGI |
| iShares U.S. Regional Banks ETF iShares Trust | IAT | $13.73M | 2.42% | 159,426 NS | $568.38M | FIGI |
| JNL Mid Cap Index Fund JNL Series Trust | — | $13.08M | 0.40% | 151,902 NS | $3.26B | FIGI |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | KBE | $12.90M | 1.01% | 149,719 NS | $1.28B | FIGI |
| Impax Large Cap Fund IMPAX FUNDS SERIES TRUST I | — | $12.54M | 2.21% | 145,541 NS | $567.69M | FIGI |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | — | $12.36M | 1.71% | 143,524 NS | $724.27M | FIGI |
| Thornburg American Opportunities Fund THORNBURG INVESTMENT TRUST | TAOZ | $11.94M | 2.56% | 138,594 NS | $466.35M | FIGI |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $11.53M | 1.98% | 133,901 NS | $581.90M | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $10.89M | 0.05% | 126,392 NS | $24.08B | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $10.63M | 0.40% | 123,397 NS | $2.64B | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $9.95M | 0.42% | 115,550 NS | $2.38B | FIGI |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | — | $9.06M | 1.88% | 105,146 NS | $480.51M | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $8.94M | 0.02% | 103,825 NS | $42.78B | FIGI |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | DGRW | $8.67M | 0.06% | 100,672 NS | $15.37B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $8.44M | 0.17% | 97,971 NS | $4.89B | FIGI |
| AQR Equity Market Neutral Fund AQR Funds | — | $8.26M | 0.25% | 95,945 NS | $3.31B | FIGI |
| Mid Cap Index Fund Northern Funds | — | $8.15M | 0.40% | 94,661 NS | $2.05B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $7.72M | 0.03% | 89,671 NS | $30.85B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $7.47M | 0.02% | 86,765 NS | $36.29B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $7.33M | 0.01% | 85,124 NS | $58.89B | FIGI |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $7.26M | 1.93% | 84,316 NS | $376.69M | FIGI |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | — | $7.05M | 0.42% | 81,800 NS | $1.67B | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $7.05M | 0.47% | 81,788 NS | $1.50B | FIGI |