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Funds Holding Pinnacle Financial Partners Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Pinnacle Financial Partners Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of PNFP →
Funds holding
143
as of 2026-07-31
Reported value
$2.2B
summed across funds
Fund families
63
named trusts
Largest conviction
3.25%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Regional Bank FundJohn Hancock Investment Trust II296.8K sh$31.2M3.25%
Emerald Finance & Banking Innovation FundFINANCIAL INVESTORS TRUST14.3K sh$1.5M3.10%
Invesco Small Cap Value FundAIM Sector Funds (Invesco Sector Funds)2.4M sh$252.3M2.27%
Financial Industries FundJohn Hancock Investment Trust II55.3K sh$5.8M2.06%
THE HARTFORD MIDCAP VALUE FUNDHARTFORD MUTUAL FUNDS, INC234.4K sh$24.7M2.03%
DANA EPIPHANY SMALL CAP EQUITY FUNDValued Advisers Trust6.1K sh$647K1.81%
Invesco Value Opportunities FundAIM Sector Funds (Invesco Sector Funds)1.5M sh$162.3M1.78%
Hunter Small Cap Value FundTwo Roads Shared Trust10.9K sh$1.1M1.73%
Harbor Mid Cap Value ETFHarbor ETF Trust761 sh$80.1K1.71%
Harbor SMID Cap Value ETFHarbor ETF Trust838 sh$88.2K1.45%
Nuveen Small/Mid Cap Growth Opportunities FundNuveen Investment Funds, Inc.22K sh$2.3M1.43%
THRIVENT MID CAP STOCK FUNDThrivent Mutual Funds394.6K sh$41.5M1.33%
Allspring Small Company Value PortfolioALLSPRING MASTER TRUST81.3K sh$8.6M1.29%
DWS Global Small Cap FundDEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.21.9K sh$2.3M1.15%
Eventide Large Cap Value ETFStrategy Shares1.5K sh$158.2K1.11%
Pacer Lunt Midcap Multi-Factor Alternator ETFPacer Funds Trust5.6K sh$589.7K1.10%
Hartford Alpha Capture Value ETFHartford Funds Exchange-Traded Trust18.4K sh$1.9M1.08%
VANGUARD ADVICE SELECT GLOBAL VALUE FUNDVANGUARD WHITEHALL FUNDS190.9K sh$20.1M1.06%
BlackRock Mid-Cap Value FundBlackRock Mid-Cap Value Series, Inc.111.1K sh$11.7M1.05%
Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust38.8K sh$4.1M0.96%
Fidelity Series Intrinsic Opportunities FundFidelity Puritan Trust252.5K sh$26.6M0.94%
Fidelity Fundamental Small-Mid Cap ETFFidelity Covington Trust118.5K sh$12.5M0.83%
MID-CAP VALUE PROFUNDProFunds215 sh$22.6K0.83%
The Hartford Small Cap Growth FundHARTFORD MUTUAL FUNDS II, INC21.9K sh$2.3M0.83%
1290 GAMCO Small/Mid Cap Value Fund1290 Funds18.9K sh$2M0.83%
VANGUARD WINDSOR FUNDVANGUARD WINDSOR FUNDS2M sh$209M0.83%
Virtus Dividend, Interest & Premium Strategy FundVirtus Dividend, Interest & Premium Strategy Fund115.8K sh$12.2M0.80%
BANKS ULTRASECTOR PROFUNDProFunds746 sh$78.5K0.77%
AMG GW&K Small/Mid Cap Growth FundAMG Funds IV3.1K sh$325.1K0.76%
Fidelity Value FundFidelity Capital Trust724.7K sh$76.3M0.73%
Fidelity Advisor Value FundFidelity Advisor Series I27.5K sh$2.9M0.72%
Fidelity Low-Priced Stock K6 FundFidelity Puritan Trust312.3K sh$32.9M0.72%
Fidelity Low-Priced Stock FundFidelity Puritan Trust1.7M sh$176.1M0.71%
AMG GW&K Small Cap Growth FundAMG Funds IV13.7K sh$1.4M0.70%
Fidelity Mid Cap Value K6 FundFidelity Devonshire Trust14.5K sh$1.5M0.65%
Fidelity Mid Cap Value FundFidelity Devonshire Trust145.5K sh$15.3M0.64%
Balanced FundJohn Hancock Investment Trust412.6K sh$43.4M0.63%
Nuveen Quant Mid Cap Growth FundTIAA-CREF Funds33.3K sh$3.5M0.55%
Fidelity Series Small Cap Opportunities FundFidelity Securities Fund236.4K sh$24.9M0.53%
Fidelity Small Cap Growth K6 FundFidelity Securities Fund224.3K sh$23.6M0.51%
Fidelity Small Cap Growth FundFidelity Securities Fund429.2K sh$45.2M0.51%
Fidelity Stock Selector Small Cap FundFidelity Capital Trust358.7K sh$37.7M0.51%
U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC30.6K sh$3.2M0.51%
Invesco S&P Midcap 400 Pure Value ETFInvesco Exchange-Traded Fund Trust15.4K sh$1.6M0.48%
Pacer Trendpilot US Mid Cap ETFPacer Funds Trust16.5K sh$1.7M0.44%
SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST21.7K sh$2.3M0.44%
MidCap S&P 400 Index FundPrincipal Funds, Inc57.5K sh$6.1M0.44%
BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.54.6K sh$5.7M0.44%
Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust11.6K sh$1.2M0.43%
PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2544 sh$57.2K0.43%
FT Vest SMID Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV37K sh$3.9M0.43%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND879.7K sh$92.6M0.42%
Dimensional U.S. Targeted Value ETFDimensional ETF Trust559.5K sh$58.9M0.41%
Dimensional US Small Cap Value ETFDimensional ETF Trust315.6K sh$33.2M0.40%
U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC639.1K sh$67.2M0.40%
Eventide Small Cap ETFStrategy Shares1.3K sh$140.8K0.39%
U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC710.8K sh$74.8M0.38%
Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC32.8K sh$3.5M0.38%
BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust23.6K sh$2.5M0.38%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust22.4K sh$2.4M0.37%
Embark Small Cap Equity FundHarbor Funds II21.3K sh$2.2M0.35%
Invesco Zacks Multi-Asset Income ETFInvesco Exchange-Traded Fund Trust4K sh$422.4K0.34%
Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust2.2K sh$232.5K0.34%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust63.8K sh$6.7M0.33%
THE HARTFORD CAPITAL APPRECIATION FUNDHARTFORD MUTUAL FUNDS, INC178.2K sh$18.8M0.31%
ULTRA MID CAP PROFUNDProFunds1.3K sh$132.7K0.28%
iShares Morningstar Small-Cap Growth ETFiShares Trust25.2K sh$2.7M0.27%
Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds15.3K sh$1.6M0.27%
iShares Morningstar Small-Cap ETFiShares Trust6.5K sh$683.3K0.24%
iShares U.S. Financials ETFiShares Trust101.5K sh$10.7M0.24%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC450.1K sh$47.4M0.24%
SA Fidelity Institutional AM Global Equities PortfolioSUNAMERICA SERIES TRUST7.6K sh$804.7K0.23%
Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust434 sh$45.7K0.23%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc4.2K sh$445.9K0.23%
Dimensional U.S. Small Cap ETFDimensional ETF Trust327.8K sh$34.5M0.23%
Victory Extended Market Index FundVictory Portfolios III17.2K sh$1.8M0.22%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust55.4K sh$5.8M0.22%
iShares Morningstar Small-Cap Value ETFiShares Trust14.5K sh$1.5M0.22%
iShares U.S. Financial Services ETFiShares Trust45.3K sh$4.8M0.22%
iShares MSCI USA Size Factor ETFiShares Trust8.7K sh$910.4K0.21%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds26.6K sh$2.8M0.21%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST45K sh$4.7M0.20%
Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST39.5K sh$4.2M0.17%
Angel Oak Financial Strategies Income Term TrustAngel Oak Financial Strategies Income Term Trust7K sh$736.6K0.16%
MID-CAP PROFUNDProFunds136 sh$14.3K0.16%
Fidelity SAI U.S. Value Index FundFidelity Salem Street Trust136.8K sh$14.4M0.15%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust28.6K sh$3M0.14%
Fidelity Mid Cap Index FundFidelity Salem Street Trust565.5K sh$59.5M0.11%
iShares Russell Mid-Cap Index FundBlackRock Funds27.9K sh$2.9M0.11%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST30.2K sh$3.2M0.11%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC57.2K sh$6M0.11%
Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO17.7K sh$1.9M0.09%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC20.3K sh$2.1M0.09%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC309.4K sh$32.6M0.08%
Wilmington Global Alpha Equities FundWilmington Funds1.9K sh$196K0.08%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust112.8K sh$11.9M0.08%
iShares MSCI USA Value Factor ETFiShares Trust66K sh$6.9M0.08%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust27.9K sh$2.9M0.07%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust312.7K sh$32.9M0.07%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS600.7K sh$63.2M0.06%
Dimensional US Core Equity 1 ETFDimensional ETF Trust18.2K sh$1.9M0.06%
Dimensional US Vector Equity ETFDimensional ETF Trust2.9K sh$308K0.06%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC207.3K sh$21.8M0.05%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds14.6K sh$1.5M0.04%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust47.4K sh$5M0.04%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust55.5K sh$5.8M0.04%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST4.3K sh$454.6K0.04%
Nuveen Large Cap Value Index FundTIAA-CREF Funds50.5K sh$5.3M0.04%
Column Mid Cap FundTrust for Professional Managers4.2K sh$418.2K0.04%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust30.5K sh$3.2M0.03%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC26.3K sh$2.8M0.03%
Fidelity Hedged Equity FundFidelity Greenwood Street Trust2.3K sh$247K0.03%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO779 sh$82K0.03%
Dimensional US Core Equity Market ETFDimensional ETF Trust32.5K sh$3.4M0.03%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust5.9K sh$625.7K0.03%
THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds1.2K sh$121K0.03%
Wilmington Large-Cap Strategy FundWilmington Funds1.4K sh$148.6K0.02%
Dimensional U.S. Equity Market ETFDimensional ETF Trust46.2K sh$4.9M0.02%
iShares Dow Jones U.S. ETFiShares Trust6.5K sh$686.7K0.02%
Schwab 1000 Index FundSCHWAB INVESTMENTS48.3K sh$5.1M0.02%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST92K sh$9.7M0.02%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust81.9K sh$8.6M0.02%
Nuveen Equity Index FundTIAA-CREF Funds125.1K sh$13.2M0.02%
iShares Total U.S. Stock Market Index FundBlackRock Funds9.5K sh$995.8K0.02%
AMT Diversified Equity FundADVISER MANAGED TRUST708.1 sh$74.5K0.02%
iShares MSCI Kokusai ETFiShares Trust437 sh$46K0.02%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST1.4K sh$145.7K0.02%
iShares MSCI ACWI ETFiShares Trust48.3K sh$5.1M0.02%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS139.1K sh$14.6M0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust152 sh$16K0.01%
MidCap Value Fund IPrincipal Funds, Inc3.1K sh$330.5K0.01%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds966 sh$101.7K0.01%
Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC578 sh$60.8K0.01%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds2.7K sh$283.4K0.01%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds3.5K sh$367.9K0.01%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds1.4K sh$143.1K0.01%
Fidelity Large Cap Growth Index FundFidelity Salem Street Trust11.6K sh$1.2M0.00%
Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST1.3K sh$135.3K0.00%
Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust658 sh$69.2K0.00%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust72 sh$7.6K0.00%
Nuveen Large Cap Growth Index FundTIAA-CREF Funds591 sh$62.2K0.00%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO-5.6K sh-$586K-0.06%
U.S. Strategic Equity FundRUSSELL INVESTMENT CO-31K sh-$3.3M-0.11%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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