Pinnacle Financial Partners, Inc.

$13.1B reported 13(f) long value · latest quarter 2026-03-31 · CIK 2082866 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $13.1B
ALL retained default holdings for this (filer, period), including NULL-value ones: 2,572
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 91
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 61

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	TRIM	+$7.0M	−17,975	$687M	$694M	3,263,800	3,245,825
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	ADD	−$62.1M	+5,920	$653M	$590M	1,378,722	1,384,642
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$33.0M	−195,428	$545M	$577M	7,789,065	7,593,637
position key `pos:10907` · issuer key `iss:828` COM	TRIM	−$110M	−492,407	$586M	$477M	7,574,540	7,082,133
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$70.7M	−74,106	$486M	$416M	713,007	638,901
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$29.3M	−11,344	$397M	$368M	1,460,394	1,449,050
position key `pos:17728` · issuer key `iss:1455` COM	NEW	+$301M	+3,496,730	$0	$301M	—	3,496,730
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$80.3M	+2,926	$347M	$267M	716,972	719,898
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$4.5M	+10,199	$261M	$265M	1,059,246	1,069,445
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$13.7M	+117,470	$240M	$254M	3,840,165	3,957,635
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$19.7M	−17,393	$256M	$237M	1,375,199	1,357,806
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	ADD	−$4.0M	+16,768	$221M	$217M	592,936	609,704
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$12.6M	−4,043	$217M	$204M	345,478	341,435
position key `pos:13738` · issuer key `iss:1698` COM	ADD	+$31.5M	+155,895	$154M	$186M	1,767,997	1,923,892
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$14.5M	+5,035	$197M	$182M	628,535	633,570
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$18.5M	−3,731	$200M	$181M	620,597	616,866
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$17.2M	−2,493	$171M	$154M	741,622	739,129
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$36.6M	−20,102	$97.5M	$134M	810,565	790,463
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$23.0M	−937	$154M	$131M	142,955	142,018
position key `pos:15892` · issuer key `iss:7` COM	ADD	+$5.1M	+52,241	$121M	$126M	1,098,283	1,150,524
position key `pos:16063` · issuer key `iss:1012` RUS MID CAP ETF	ADD	+$1.6M	+4,363	$120M	$122M	1,249,158	1,253,521
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$17.2M	+2,961	$91.2M	$108M	440,493	443,454
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	TRIM	+$4.0M	−10,648	$99.8M	$104M	251,890	241,242
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$12.8M	−10,770	$114M	$101M	361,904	351,134
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	ADD	−$7.8M	+7,186	$104M	$96.5M	213,783	220,969
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$15.9M	−3,045	$108M	$92.2M	308,212	305,167
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$5.7M	−4,972	$95.8M	$90.1M	285,723	280,751
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$4.7M	+16,546	$92.6M	$87.9M	267,573	284,119
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$19.1M	−17,039	$63.3M	$82.4M	415,010	397,971
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$4.2M	−1,244	$86.4M	$82.1M	250,949	249,705
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	TRIM	−$5.0M	−61,233	$86.0M	$81.0M	895,323	834,090
position key `pos:11638` · issuer key `iss:280` ISHARES FLEXIBLE	ADD	+$2.9M	+80,321	$76.7M	$79.7M	1,453,736	1,534,057
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$11.0M	+600	$66.6M	$77.6M	77,253	77,853
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$35.4M	+184,099	$36.5M	$71.9M	190,548	374,647
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$2.7M	+8,753	$65.3M	$68.0M	95,299	104,052
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$2.8M	+2,613	$70.6M	$67.7M	308,762	311,375
position key `pos:17791` · issuer key `iss:1013` INTRM GOV CR ETF	ADD	+$2.9M	+31,118	$62.4M	$65.3M	580,970	612,088
position key `pos:17173` · issuer key `iss:1138` COM	TRIM	+$11.4M	−2,476	$51.7M	$63.1M	106,794	104,318
position key `pos:13240` · issuer key `iss:1000` RAFI US 1000 ETF	ADD	+$1.1M	+7,801	$59.0M	$60.2M	1,257,833	1,265,634
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	ADD	+$1.8M	+21,295	$57.1M	$58.9M	571,533	592,828
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$6.3M	+2,817	$51.6M	$57.9M	462,776	465,593
position key `pos:11849` · issuer key `iss:104` COM	ADD	−$11.8M	+2,491	$68.6M	$56.8M	185,398	187,889
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$3.1M	+6,131	$52.8M	$55.9M	343,842	349,973
position key `pos:17400` · issuer key `cusip6:46641Q` EQUITY PREMIUM	TRIM	−$660K	−2,478	$53.1M	$52.5M	928,030	925,552
position key `pos:15221` · issuer key `iss:1228` COM	TRIM	+$1.4M	−23,246	$50.2M	$51.6M	176,010	152,764
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	ADD	+$2.5M	+7,237	$47.1M	$49.6M	391,727	398,964
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	TRIM	−$3.8M	−43,873	$51.3M	$47.5M	618,978	575,105
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$2.3M	+9,184	$45.1M	$47.4M	89,663	98,847
position key `pos:16411` · issuer key `iss:865` COM	TRIM	+$332K	−622	$45.8M	$46.2M	98,166	97,544
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	TRIM	+$3.0M	−274	$42.4M	$45.4M	300,276	300,002
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	+$341K	−80	$44.8M	$45.1M	312,345	312,265
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$8.0M	+6,065	$52.1M	$44.1M	176,032	182,097
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$4.4M	+11,963	$39.6M	$44.0M	129,674	141,637
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	TRIM	−$2.9M	−269	$46.0M	$43.1M	74,843	74,574
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	+$3.8M	−2,742	$39.1M	$42.9M	122,792	120,050
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$7.7M	−1,665	$50.4M	$42.7M	76,314	74,649
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$1.0M	+9,607	$41.3M	$42.4M	536,399	546,006
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$3.2M	+5,470	$38.5M	$41.8M	166,636	172,106
position key `sid:sec:prov:94299ee9dec5c86232c898a78b2e6edc` · issuer key `cusip6:41151J` HARBOR COMMODITY	TRIM	+$8.3M	−440	$33.2M	$41.5M	1,337,029	1,336,589
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$9.3M	+2,507	$31.7M	$40.9M	55,250	57,757
position key `sid:sec:prov:9576abf30cbee2cfb2e19c441caa27f0` · issuer key `cusip6:46654Q` FLEXIBLE DEBT ET	ADD	+$1.7M	+43,118	$38.6M	$40.3M	767,866	810,984
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$2.0M	+16,930	$37.1M	$39.1M	562,303	579,233
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$4.2M	−5,512	$34.3M	$38.5M	325,833	320,321
position key `pos:13325` · issuer key `iss:1511` COM	ADD	+$9.0M	+576	$28.8M	$37.7M	68,174	68,750
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$2.5M	−416	$35.1M	$37.5M	107,110	106,694
position key `pos:11150` · issuer key `iss:1887` COM	TRIM	+$9.1M	−22,040	$28.1M	$37.2M	172,714	150,674
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	TRIM	−$2.6M	−7,609	$38.3M	$35.7M	131,929	124,320
position key `pos:14865` · issuer key `iss:1248` COM	ADD	+$7.4M	+1,649	$27.2M	$34.6M	29,972	31,621
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$5.2M	+54,167	$28.9M	$34.2M	323,166	377,333
position key `pos:11020` · issuer key `iss:255` CL A	TRIM	−$4.7M	−4	$38.5M	$33.8M	51	47
position key `pos:15442` · issuer key `iss:356` COM	ADD	+$2.9M	+1,357	$30.4M	$33.3M	111,310	112,667
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	+$1.4M	−1,425	$31.8M	$33.2M	173,262	171,837
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$1.4M	+2,834	$31.6M	$33.1M	197,091	199,925
position key `pos:10935` · issuer key `iss:1902` COM	TRIM	+$5.9M	−5,394	$26.7M	$32.6M	654,458	649,064
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$11.3M	−3,888	$43.9M	$32.5M	225,138	221,250
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	TRIM	−$3.6M	−9,975	$36.1M	$32.5M	263,638	253,663
position key `pos:15690` · issuer key `iss:610` COM NEW	ADD	+$6.6M	+27,743	$25.5M	$32.1M	217,644	245,387
position key `pos:14916` · issuer key `iss:1946` COM	ADD	+$1.8M	+1,695	$29.9M	$31.7M	136,139	137,834
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$3.2M	−11,486	$34.7M	$31.5M	158,053	146,567
position key `sid:sec:prov:b4b1f9f5ffd39bc720eea9207963c21b` · issuer key `cusip6:92647N` VICSHS DV AC ETF	ADD	+$1.4M	+8,379	$29.7M	$31.2M	563,347	571,726
position key `sid:sec:prov:8ffd8920e6e0488aef7958c82490aaf2` · issuer key `cusip6:69374H` US CASH COWS 100	ADD	+$2.3M	+19,281	$28.3M	$30.6M	469,490	488,771
position key `sid:sec:prov:76ac18d7b20cca99093acbbdb3329dc8` · issuer key `cusip6:025072` US QUALITY GROW	ADD	−$925K	+15,990	$31.4M	$30.5M	274,211	290,201
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	ADD	+$4.6M	+52,733	$25.8M	$30.4M	341,560	394,293
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$3.3M	+9,025	$32.6M	$29.3M	592,646	601,671
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	ADD	+$2.4M	+2,953	$26.9M	$29.3M	44,594	47,547
position key `pos:10793` · issuer key `iss:195` COM	TRIM	−$8.3M	−2,100	$37.6M	$29.3M	146,082	143,982
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$1.7M	+28,333	$27.1M	$28.8M	504,687	533,020
position key `pos:14136` · issuer key `iss:280` ISHARES TOTAL RE	ADD	+$5.2M	+108,223	$23.3M	$28.4M	458,527	566,750
position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F` MSCI USA QLT FCT	TRIM	−$8.1M	−35,906	$36.5M	$28.4M	183,788	147,882
position key `sid:sec:prov:d15e67afafb103c6ef60cec71ef82990` · issuer key `cusip6:31423L` MDT SMALL CAP	ADD	+$17.0M	+577,393	$10.4M	$27.5M	347,972	925,365
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$5.8M	+4,686	$21.3M	$27.1M	50,063	54,749
position key `pos:16441` · issuer key `iss:16` COM	TRIM	−$208K	−163,005	$27.0M	$26.8M	1,088,662	925,657
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	ADD	+$1.8M	+6,534	$25.1M	$26.8M	174,597	181,131
position key `pos:15495` · issuer key `iss:1590` COM	ADD	+$3.0M	+17,287	$23.2M	$26.3M	44,481	61,768
position key `pos:14782` · issuer key `iss:1406` COM	TRIM	−$4.3M	−2,270	$30.2M	$25.9M	163,869	161,599
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$4.9M	−555	$30.8M	$25.9M	53,169	52,614
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$9.1M	−26,984	$34.9M	$25.8M	278,719	251,735
position key `pos:10721` · issuer key `cusip6:92204A` FINANCIALS ETF	TRIM	−$3.1M	−3,161	$28.8M	$25.6M	215,280	212,119
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	−$271K	+9,826	$25.9M	$25.6M	145,712	155,538
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	TRIM	−$2.8M	−4,733	$28.4M	$25.6M	197,144	192,411

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 69

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:bda61e26f500b1ef10638420898c7816` · issuer key `cusip6:50216C` COM	NO CHANGE	+$89.1K	$5.8M	$5.9M	318,197	318,197
position key `sid:sec:prov:313203439bdea9467d2130d0a7787fcf` · issuer key `cusip6:00326A` PHYSCL GOLD SHS	NO CHANGE	+$382K	$4.4M	$4.8M	107,937	107,937
position key `pos:14924` · issuer key `iss:1013` MSCI ACWI EX US	NO CHANGE	+$62.8K	$3.1M	$3.2M	46,861	46,861
position key `pos:18120` · issuer key `iss:1275` COM	NO CHANGE	+$435K	$2.6M	$3.1M	19,250	19,250
position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V` US EQUITY MARKET	NO CHANGE	−$103K	$2.4M	$2.2M	31,688	31,688
position key `pos:12665` · issuer key `iss:1026` COM	NO CHANGE	+$289K	$1.7M	$2.0M	7,670	7,670
position key `pos:11906` · issuer key `iss:1183` COM	NO CHANGE	−$221K	$2.0M	$1.8M	937	937
position key `sid:sec:prov:cb9feb3d124f9e9d57de31989ff5719e` · issuer key `cusip6:42222N` COM	NO CHANGE	−$196K	$1.9M	$1.7M	82,997	82,997
position key `sid:sec:prov:b60a9240834e9618fc717604b8d917cd` · issuer key `cusip6:921946` INTL DVD ETF	NO CHANGE	−$47.8K	$1.5M	$1.4M	15,983	15,983
position key `sid:sec:prov:e54a33fe5fb10cfd9e318ea740ed3bec` · issuer key `cusip6:74347X` ULTRA FNCLS NEW	NO CHANGE	−$276K	$1.4M	$1.1M	15,000	15,000
position key `sid:sec:prov:1e6f07bffab058d990fc818109d271bc` · issuer key `cusip6:25434V` US MKTWIDE VALUE	NO CHANGE	+$38.1K	$950K	$988K	20,396	20,396
position key `sid:sec:prov:303540766d2ecf333f46440f72a108ab` · issuer key `cusip6:92206C` VNG RUS1000IDX	NO CHANGE	−$44.2K	$980K	$936K	3,172	3,172
position key `sid:sec:prov:8c3baf8c5d120763933f4678c3eb2a9b` · issuer key `cusip6:83190L` COM NEW	NO CHANGE	+$45.5K	$805K	$850K	21,763	21,763
position key `pos:15694` · issuer key `iss:72` SPONSORED ADS	NO CHANGE	−$139K	$962K	$823K	6,557	6,557
position key `pos:16484` · issuer key `iss:2304` COM	NO CHANGE	−$11.1K	$826K	$815K	2,963	2,963
position key `sid:sec:prov:643555a3fe8ba52f9850eecb2440df8b` · issuer key `cusip6:33740U` FT VEST US EQT	NO CHANGE	−$8.6K	$814K	$806K	19,606	19,606
position key `pos:16425` · issuer key `iss:242` COMMON SHARES	NO CHANGE	−$48.9K	$708K	$659K	41,424	41,424
position key `pos:11736` · issuer key `iss:653` COM NEW	NO CHANGE	+$125K	$489K	$614K	33,646	33,646
position key `sid:sec:prov:7fce41ed02e806b3b2d3303363b9062d` · issuer key `cusip6:615111` COM	NO CHANGE	−$80.4K	$679K	$598K	27,333	27,333
position key `pos:15174` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$22.4K	$563K	$586K	6,194	6,194
position key `sid:sec:prov:c72165ad5416fb78154dd267d5db39ec` · issuer key `cusip6:04206A` COM	NO CHANGE	+$9.2K	$536K	$545K	38,287	38,287
position key `pos:14837` · issuer key `iss:896` COM	NO CHANGE	−$95.1K	$623K	$528K	1,925	1,925
position key `pos:10517` · issuer key `iss:1304` COM	NO CHANGE	−$43.9K	$563K	$519K	151,322	151,322
position key `sid:sec:prov:7b5941989dcfe61b7b8e4c5769ab2f38` · issuer key `cusip6:33740U` FT VEST US EQUIT	NO CHANGE	−$2.7K	$494K	$491K	15,033	15,033
position key `pos:16144` · issuer key `iss:63` COM CL A	NO CHANGE	+$61.3K	$404K	$465K	10,475	10,475
position key `sid:sec:prov:d27f2c722aeaa22848f78d13de53539a` · issuer key `cusip6:46434V` HDG MSCI EAFE	NO CHANGE	+$11.4K	$415K	$427K	10,039	10,039
position key `sid:sec:prov:3a4fe7c30bdf8b8bd43bf5a8cf07a2be` · issuer key `cusip6:46654Q` HEDGED EQUITY LA	NO CHANGE	−$16.2K	$427K	$411K	6,430	6,430
position key `pos:13980` · issuer key `iss:1561` COM CL A	NO CHANGE	−$124K	$524K	$400K	26,581	26,581
position key `sid:sec:prov:59d710f05f9f670ca799bb7ce6dd04cf` · issuer key `cusip6:46434V` CORE MSCI EURO	NO CHANGE	−$4.0K	$404K	$400K	5,691	5,691
position key `sid:sec:prov:27eec3c5a18b54f3dd501d9dc56d0ad4` · issuer key `cusip6:52468L` FRANKLIN US LOW	NO CHANGE	+$25.0K	$372K	$397K	9,338	9,338
position key `sid:sec:prov:d93ede30906f6cf81288650e8ccbc082` · issuer key `cusip6:04914Y` COM	NO CHANGE	−$107K	$494K	$387K	7,380	7,380
position key `pos:16906` · issuer key `iss:1013` MRGSTR MD CP GRW	NO CHANGE	−$5.2K	$389K	$384K	4,870	4,870
position key `pos:14229` · issuer key `iss:1259` COM SER A	NO CHANGE	+$47.1K	$306K	$353K	12,829	12,829
position key `pos:12291` · issuer key `iss:1633` SHT TM US TRES	NO CHANGE	−$1.4K	$346K	$345K	14,202	14,202
position key `sid:sec:prov:d8132509f50ed37d97cefd13c7b8204c` · issuer key `cusip6:69420N` S&P 500 BUFFER	NO CHANGE	−$4.7K	$347K	$342K	11,900	11,900
position key `pos:11002` · issuer key `iss:696` COM	NO CHANGE	+$9.0K	$311K	$320K	4,616	4,616
position key `pos:13280` · issuer key `iss:2278` COM	NO CHANGE	+$77.7K	$241K	$319K	734	734
position key `sid:sec:prov:6b061687d8107a8fc9c008b97d0554d9` · issuer key `cusip6:336920` US EQTY OPPT ETF	NO CHANGE	−$9.5K	$327K	$317K	1,996	1,996
position key `pos:15016` · issuer key `iss:1868` COM	NO CHANGE	+$55.0K	$253K	$308K	520	520
position key `sid:sec:prov:2d448f888d12739a49922db1edcff820` · issuer key `cusip6:33733E` WCM INTL EQUITY	NO CHANGE	−$4.2K	$297K	$292K	17,433	17,433
position key `sid:sec:prov:72be0ebb367e2d6894ef37f946084b25` · issuer key `cusip6:69344A` PGIM ULTRA SH BD	NO CHANGE	−$529	$292K	$291K	5,880	5,880
position key `sid:sec:prov:710d043c400a553d4c692544bb174273` · issuer key `cusip6:69420N` S&P 500 BUFFER	NO CHANGE	−$4.6K	$294K	$290K	9,987	9,987
position key `sid:sec:prov:c942a37f10c21ca73e62ed2162f0e8b3` · issuer key `cusip6:33735B` COM SHS	NO CHANGE	+$5.1K	$284K	$289K	2,255	2,255
position key `sid:sec:prov:17fb36561ec5eaf1a086ad69f54fa451` · issuer key `cusip6:46429B` GNMA BOND ETF	NO CHANGE	−$1.3K	$281K	$279K	6,302	6,302
position key `sid:sec:prov:e62dfd5befc2d3423da4445c4a83b6a2` · issuer key `cusip6:72201R` 1-5 US TIP IDX	NO CHANGE	+$2.3K	$276K	$279K	5,150	5,150
position key `pos:18064` · issuer key `iss:930` COM	NO CHANGE	+$22.7K	$251K	$274K	1,293	1,293
position key `sid:sec:prov:a96b3cafceb77fa20b7438df87fd3ccc` · issuer key `cusip6:46138J` BULSHS 2026 CB	NO CHANGE	−$609	$264K	$264K	13,511	13,511
position key `pos:16642` · issuer key `iss:789` COM	NO CHANGE	+$1.7K	$258K	$260K	1,522	1,522
position key `pos:15661` · issuer key `iss:1551` COM	NO CHANGE	+$19.7K	$237K	$257K	3,478	3,478
position key `sid:sec:prov:11f213750a4e8ad2d7da19ee5dfd8418` · issuer key `cusip6:378973` COM NEW	NO CHANGE	+$19.3K	$218K	$238K	3,579	3,579
position key `pos:15955` · issuer key `iss:406` CL A	NO CHANGE	−$80.4K	$315K	$235K	747	747
position key `pos:16296` · issuer key `iss:851` CL A	NO CHANGE	−$32.7K	$263K	$231K	20,559	20,559
position key `sid:sec:prov:af629c2e6e8377b88d5f97d869018008` · issuer key `cusip6:568427` COM	NO CHANGE	−$45.5K	$268K	$222K	30,565	30,565
position key `pos:17408` · issuer key `iss:1789` COM	NO CHANGE	−$25.0K	$245K	$220K	7,305	7,305
position key `pos:15163` · issuer key `iss:1140` COM	NO CHANGE	−$23.8K	$240K	$216K	2,972	2,972
position key `sid:sec:prov:abbc2f83c48149c8ea2cfe14213eb7c3` · issuer key `cusip6:921932` MIDCP 400 VAL	NO CHANGE	+$1.9K	$207K	$209K	2,049	2,049
position key `pos:15958` · issuer key `iss:1753` COM	NO CHANGE	−$36.3K	$244K	$208K	652	652
position key `sid:sec:prov:519902191eab5520c75b9ee010e71ebf` · issuer key `cusip6:92204A` CONSUM DIS ETF	NO CHANGE	−$20.0K	$226K	$206K	573	573
position key `pos:10170` · issuer key `iss:1012` MORNINGSTAR GRWT	NO CHANGE	−$18.4K	$223K	$205K	2,145	2,145
position key `pos:13237` · issuer key `iss:1176` COM NEW	NO CHANGE	−$5.7K	$202K	$197K	16,875	16,875
position key `sid:sec:prov:a0a3e2db4f1ad10a427a8e39b007ff6d` · issuer key `cusip6:722014` COM SHS	NO CHANGE	−$8.1K	$172K	$164K	35,395	35,395
position key `pos:10929` · issuer key `iss:676` COM	NO CHANGE	+$4.2K	$140K	$145K	10,000	10,000
position key `sid:sec:prov:1b524c82fc1be70b25e30564aa35e9ac` · issuer key `cusip6:749660` COM	NO CHANGE	+$32.8K	$109K	$142K	20,000	20,000
position key `sid:sec:prov:c329c4c56129af78e4b26c6676ed9588` · issuer key `cusip6:27828Q` COM	NO CHANGE	−$6.4K	$119K	$113K	10,702	10,702
position key `sid:sec:prov:eb4cd2a6c56b1217239613c93fb4dfc4` · issuer key `cusip6:020772` COM	NO CHANGE	$0	$111K	$111K	25,000	25,000
position key `sid:sec:prov:6817973fae6f12d588b44b68604ab10b` · issuer key `cusip6:36240A` COM	NO CHANGE	+$302	$90.9K	$91.2K	15,076	15,076
position key `sid:sec:prov:a6d69ed76e470a2de1043372a3873883` · issuer key `cusip6:39959A` COM NEW	NO CHANGE	−$49.1K	$119K	$69.7K	70,720	70,720
position key `pos:13466` · issuer key `iss:1209` COM	NO CHANGE	−$3.7K	$50.0K	$46.3K	10,000	10,000
position key `sid:sec:prov:922efb9834311d9f92758035df9c5401` · issuer key `cusip6:98400H` COM	NO CHANGE	−$471	$28.2K	$27.7K	11,796	11,796

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 783 issuers · $13.1B disclosed value over 2,572 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

45 positions · 141 reported rows

Rows Pinnacle Financial Partners, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$628M	2,940,809
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$503M	1,180,236
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$244M	985,333
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$216M	605,570
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$108M	1,112,806
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$56.0M	131,330
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$45.5M	458,649
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$36.7M	378,120
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$34.6M	161,744
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$34.4M	353,746
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$31.3M	47,899
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$31.1M	376,474
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$30.2M	141,234
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$28.5M	66,776
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$26.7M	176,464
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$22.6M	182,028
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$21.9M	175,910
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$19.7M	291,159
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$16.9M	194,687
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$16.5M	25,301
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$16.4M	242,725
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$16.4M	113,203
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$15.4M	81,254
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$14.8M	59,870
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$14.7M	114,743
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$14.1M	21,533
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$13.4M	88,232
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$11.9M	144,167
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$11.3M	88,354
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$11.0M	113,168
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$10.4M	33,217
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$9.9M	83,825
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$9.8M	67,439
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$9.7M	89,154
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$8.2M	72,712
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$8.0M	38,038
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$6.9M	47,113
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$6.8M	21,293
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$6.5M	66,872
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$6.2M	62,570
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$6.1M	9,319
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$5.8M	43,687
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$5.5M	22,074
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$5.0M	39,385
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$4.7M	82,683
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$4.6M	30,370
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$4.6M	47,920
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$4.5M	30,821
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$4.2M	20,079
ISHARES TR · U.S. FINLS ETF CUSIP — src ↗	$4.2M	35,539
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$4.2M	50,626
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$4.1M	72,435
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$3.8M	38,423
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$3.5M	28,417
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$3.4M	35,352
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$3.3M	33,186
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$3.1M	27,706
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$3.0M	31,806
ISHARES TR · U.S. ENERGY ETF CUSIP — src ↗	$2.9M	45,215
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$2.7M	6,300
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$2.4M	16,865
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$2.3M	33,531
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$2.2M	20,333
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$2.2M	21,693
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$1.8M	10,759
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$1.7M	4,698
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$1.6M	12,609
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$1.5M	12,750
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$1.4M	11,181
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.4M	14,388
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$1.4M	15,905
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$1.3M	22,564
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.3M	13,159
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$1.3M	3,533
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$1.3M	3,980
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$1.1M	7,411
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$1.1M	3,239
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$1.0M	7,704
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$984K	5,192
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$945K	2,970
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$908K	4,786
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$908K	6,276
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$901K	11,253
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$878K	8,717
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$854K	7,207
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$846K	7,751
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$837K	2,258
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$799K	11,818
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$747K	4,936
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$733K	7,289
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$724K	5,005
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$691K	4,849
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$687K	7,259
ISHARES TR · EXPND TEC SC ETF CUSIP — src ↗	$676K	5,706
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$600K	3,308
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$542K	1,726
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$538K	2,168
ISHARES TR · DOW JONES US ETF CUSIP — src ↗	$521K	3,286
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$489K	4,435
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$464K	3,500
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$456K	2,511
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$445K	2,106
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$437K	3,962
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$435K	2,038
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$411K	2,887
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$382K	1,200
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$368K	3,661
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$364K	3,220
ISHARES TR · U.S. UTILITS ETF CUSIP — src ↗	$364K	3,128
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$350K	1,928
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$340K	2,348
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$320K	3,353
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$318K	3,667
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$317K	3,838
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$277K	2,092
ISHARES TR · US HLTHCARE ETF CUSIP — src ↗	$267K	4,332
ISHARES TR · U.S. BAS MTL ETF CUSIP — src ↗	$257K	1,459
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$248K	2,627
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$240K	1,265
ISHARES TR · DOW JONES US ETF CUSIP — src ↗	$234K	1,479
ISHARES TR · U.S. FIN SVC ETF CUSIP — src ↗	$209K	2,517
ISHARES TR · MORNINGSTAR GRWT CUSIP — src ↗	$205K	2,145
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$195K	1,255
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$166K	465
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$161K	1,463
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$148K	703
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$117K	1,070
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$111K	299
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$109K	968
ISHARES TR · U.S. UTILITS ETF CUSIP — src ↗	$104K	900
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$94.1K	300
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$78.3K	820
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$75.9K	875
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$63.7K	536
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$60.6K	391
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$48.9K	136
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$29.6K	370
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$19.8K	348
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$14.8K	46
ISHARES TR · US HLTHCARE ETF CUSIP — src ↗	$6.5K	105
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$5.2K	14

ticker not yet mapped

$2.5B

12,793,924

19.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for COCA COLA CO, as it reported them
COCA COLA CO · COM CUSIP — src ↗	$552M	7,253,540
COCA COLA CO · COM CUSIP — src ↗	$20.7M	272,765
COCA COLA CO · COM CUSIP — src ↗	$4.8M	62,779
COCA COLA CO · COM CUSIP — src ↗	$346K	4,553

$577M

7,593,637

4.4%

—

VANGUARD INDEX FDS

13 positions · 45 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$142M	237,184
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$69.5M	159,080
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$52.9M	165,013
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$34.7M	58,057
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$32.2M	100,456
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$26.6M	44,458
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$26.1M	90,922
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$14.4M	32,983
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$13.8M	53,702
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$7.3M	33,554
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$6.8M	15,674
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$6.8M	23,487
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$6.1M	20,243
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$5.8M	13,232
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$5.4M	61,359
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$4.6M	23,308
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$4.4M	22,161
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$4.3M	13,345
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$3.4M	13,052
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$2.6M	9,767
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$2.5M	11,386
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$2.1M	7,191
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$2.0M	6,449
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$1.8M	9,956
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$1.6M	6,343
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$1.5M	17,147
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$1.5M	7,654
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$1.4M	6,637
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$1.1M	5,906
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$1.0M	1,736
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$924K	4,711
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$907K	3,035
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$832K	9,373
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$820K	3,185
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$781K	2,720
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$621K	1,937
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$584K	1,955
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$347K	1,325
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$274K	3,090
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$244K	1,122
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$137K	522
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$36.6K	178
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$19.3K	64
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$18.5K	85
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$737	4

ticker not yet mapped

$492M

1,304,748

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GLOBAL PMTS INC

1 position · 2 reported rows

Rows Pinnacle Financial Partners, Inc. reported for GLOBAL PMTS INC, as it reported them
GLOBAL PMTS INC · COM CUSIP — src ↗	$472M	7,012,729
GLOBAL PMTS INC · COM CUSIP — src ↗	$4.7M	69,404

$477M

7,082,133

3.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for STATE STR SPDR S&P 500 ETF T, as it reported them
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$216M	332,665
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$159M	243,987
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$36.5M	55,999
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$4.1M	6,250

$416M

638,901

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$174M	684,289
APPLE INC · COM CUSIP — src ↗	$123M	484,791
APPLE INC · COM CUSIP — src ↗	$40.1M	157,886
APPLE INC · COM CUSIP — src ↗	$31.0M	122,084

$368M

1,449,050

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PINNACLE FINL PARTNERS INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for PINNACLE FINL PARTNERS INC, as it reported them
PINNACLE FINL PARTNERS INC · COM CUSIP — src ↗	$232M	2,693,636
PINNACLE FINL PARTNERS INC · COM CUSIP — src ↗	$61.2M	710,030
PINNACLE FINL PARTNERS INC · COM CUSIP — src ↗	$8.0M	92,965
PINNACLE FINL PARTNERS INC · COM CUSIP — src ↗	$8.5K	99

$301M

3,496,730

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 8 reported rows

Rows Pinnacle Financial Partners, Inc. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$83.3M	289,733
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$78.3M	272,200
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$39.6M	138,092
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$37.4M	130,291
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$20.1M	69,976
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$17.6M	61,130
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$3.7M	12,775
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$3.0M	10,507

$283M

984,704

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$119M	321,832
MICROSOFT CORP · COM CUSIP — src ↗	$102M	274,683
MICROSOFT CORP · COM CUSIP — src ↗	$28.7M	77,513
MICROSOFT CORP · COM CUSIP — src ↗	$17.0M	45,870

$267M

719,898

2.0%

—

VANGUARD TAX-MANAGED FDS

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VANGUARD TAX-MANAGED FDS, as it reported them
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$198M	3,092,211
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$51.4M	802,285
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$2.7M	42,818
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$1.3M	20,321

ticker not yet mapped

$254M

3,957,635

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$139M	798,755
NVIDIA CORPORATION · COM CUSIP — src ↗	$76.9M	441,057
NVIDIA CORPORATION · COM CUSIP — src ↗	$16.2M	92,716
NVIDIA CORPORATION · COM CUSIP — src ↗	$4.4M	25,278

$237M

1,357,806

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for SOUTHERN CO, as it reported them
SOUTHERN CO · COM CUSIP — src ↗	$148M	1,528,132
SOUTHERN CO · COM CUSIP — src ↗	$24.2M	250,957
SOUTHERN CO · COM CUSIP — src ↗	$13.3M	138,298
SOUTHERN CO · COM CUSIP — src ↗	$628K	6,505

$186M

1,923,892

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$71.6M	243,259
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$70.6M	240,159
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$22.9M	77,975
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$16.3M	55,473

$181M

616,866

1.4%

—

ISHARES TR

24 positions · 65 reported rows

Rows Pinnacle Financial Partners, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · INTRM GOV CR ETF CUSIP — src ↗	$65.3M	612,088
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$18.5M	183,694
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$11.8M	106,098
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$8.8M	206,058
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$8.4M	160,710
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$8.2M	69,552
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$6.7M	89,694
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$6.2M	205,643
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$3.2M	46,861
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$3.0M	24,965
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$2.9M	95,563
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$2.8M	26,528
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$2.3M	21,722
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$1.9M	35,989
ISHARES TR · US BR DEL SE ETF CUSIP — src ↗	$1.6M	9,613
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$1.6M	15,414
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$1.4M	17,960
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$1.1M	9,876
ISHARES TR · MBS ETF CUSIP — src ↗	$1.0M	10,878
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$811K	10,182
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$778K	14,615
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$671K	3,063
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$662K	8,323
ISHARES TR · MBS ETF CUSIP — src ↗	$588K	6,195
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$583K	5,238
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$548K	4,150
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$469K	9,152
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$449K	10,549
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$448K	8,740
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$414K	3,898
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$368K	2,660
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$362K	3,050
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$359K	2,591
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$340K	7,992
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$337K	4,539
ISHARES TR · MBS ETF CUSIP — src ↗	$334K	3,520
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$328K	6,234
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$322K	4,111
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$319K	2,689
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$308K	3,933
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$307K	4,129
ISHARES TR · MORNINGSTAR VALU CUSIP — src ↗	$300K	3,225
ISHARES TR · US REGNL BKS ETF CUSIP — src ↗	$298K	5,535
ISHARES TR · MRGSTR MD CP GRW CUSIP — src ↗	$257K	3,257
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$216K	2,295
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$210K	959
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$201K	3,826
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$187K	3,650
ISHARES TR · GLB INFRASTR ETF CUSIP — src ↗	$176K	2,623
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$162K	1,456
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$133K	1,787
ISHARES TR · US REGNL BKS ETF CUSIP — src ↗	$129K	2,400
ISHARES TR · MRGSTR MD CP GRW CUSIP — src ↗	$127K	1,613
ISHARES TR · GLB INFRASTR ETF CUSIP — src ↗	$122K	1,824
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$109K	1,153
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$101K	1,006
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$68.7K	314
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$42.1K	318
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$39.4K	284
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$39.0K	295
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$38.5K	382
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$21.2K	200
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$21.0K	264
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$11.7K	229
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$5.2K	98

ticker not yet mapped

$170M

2,117,452

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$64.1M	307,791
AMAZON COM INC · COM CUSIP — src ↗	$56.3M	270,373
AMAZON COM INC · COM CUSIP — src ↗	$21.1M	101,483
AMAZON COM INC · COM CUSIP — src ↗	$12.4M	59,482

$154M

739,129

1.2%

—

INVESCO EXCHANGE TRADED FD T

12 positions · 22 reported rows

Rows Pinnacle Financial Partners, Inc. reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$61.7M	321,439
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$59.0M	1,241,470
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$6.0M	31,457
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$4.0M	21,041
INVESCO EXCHANGE TRADED FD T · AEROSPACE DEFN CUSIP — src ↗	$2.9M	17,267
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$1.8M	24,461
INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — src ↗	$767K	14,064
INVESCO EXCHANGE TRADED FD T · S&P500 EQL ENR CUSIP — src ↗	$601K	5,480
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$579K	12,190
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$569K	11,974
INVESCO EXCHANGE TRADED FD T · S&P MDCP400 PR CUSIP — src ↗	$494K	9,010
INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — src ↗	$413K	7,576
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$408K	5,424
INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP — src ↗	$307K	6,689
INVESCO EXCHANGE TRADED FD T · DORSEY WRGT TECH CUSIP — src ↗	$258K	2,988
INVESCO EXCHANGE TRADED FD T · S&P MDCP QUALITY CUSIP — src ↗	$235K	2,268
INVESCO EXCHANGE TRADED FD T · FINL PFD ETF CUSIP — src ↗	$188K	13,630
INVESCO EXCHANGE TRADED FD T · HIG YLD EQ DIV CUSIP — src ↗	$171K	7,962
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$136K	710
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$60.2K	800
INVESCO EXCHANGE TRADED FD T · AEROSPACE DEFN CUSIP — src ↗	$49.9K	301
INVESCO EXCHANGE TRADED FD T · HIG YLD EQ DIV CUSIP — src ↗	$37.7K	1,758

ticker not yet mapped

$141M

1,759,959

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · COM CUSIP — src ↗	$55.0M	324,452
EXXON MOBIL CORP · COM CUSIP — src ↗	$46.5M	273,986
EXXON MOBIL CORP · COM CUSIP — src ↗	$24.1M	141,832
EXXON MOBIL CORP · COM CUSIP — src ↗	$8.5M	50,193

$134M

790,463

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for ELI LILLY & CO, as it reported them
ELI LILLY & CO · COM CUSIP — src ↗	$86.3M	93,811
ELI LILLY & CO · COM CUSIP — src ↗	$38.1M	41,429
ELI LILLY & CO · COM CUSIP — src ↗	$4.5M	4,838
ELI LILLY & CO · COM CUSIP — src ↗	$1.8M	1,940

$131M

142,018

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AFLAC INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for AFLAC INC, as it reported them
AFLAC INC · COM CUSIP — src ↗	$122M	1,113,887
AFLAC INC · COM CUSIP — src ↗	$2.1M	19,504
AFLAC INC · COM CUSIP — src ↗	$1.7M	15,675
AFLAC INC · COM CUSIP — src ↗	$160K	1,458

$126M

1,150,524

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COM CUSIP — src ↗	$51.8M	211,917
JOHNSON & JOHNSON · COM CUSIP — src ↗	$39.1M	159,963
JOHNSON & JOHNSON · COM CUSIP — src ↗	$14.2M	57,966
JOHNSON & JOHNSON · COM CUSIP — src ↗	$3.3M	13,608

$108M

443,454

0.8%

—

BLACKROCK ETF TRUST II

2 positions · 3 reported rows

Rows Pinnacle Financial Partners, Inc. reported for BLACKROCK ETF TRUST II, as it reported them
BLACKROCK ETF TRUST II · ISHARES FLEXIBLE CUSIP — src ↗	$79.5M	1,531,720
BLACKROCK ETF TRUST II · ISHARES TOTAL RE CUSIP — src ↗	$28.4M	566,750
BLACKROCK ETF TRUST II · ISHARES FLEXIBLE CUSIP — src ↗	$121K	2,337

ticker not yet mapped

$108M

2,100,807

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for SPDR GOLD TR, as it reported them
SPDR GOLD TR · GOLD SHS CUSIP — src ↗	$49.7M	115,531
SPDR GOLD TR · GOLD SHS CUSIP — src ↗	$28.5M	66,234
SPDR GOLD TR · GOLD SHS CUSIP — src ↗	$23.1M	53,760
SPDR GOLD TR · GOLD SHS CUSIP — src ↗	$2.5M	5,717

$104M

241,242

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VISA INC, as it reported them
VISA INC · COM CL A CUSIP — src ↗	$42.7M	141,253
VISA INC · COM CL A CUSIP — src ↗	$24.0M	79,244
VISA INC · COM CL A CUSIP — src ↗	$22.3M	73,835
VISA INC · COM CL A CUSIP — src ↗	$3.3M	10,835

$92.2M

305,167

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$61.1M	197,273
BROADCOM INC · COM CUSIP — src ↗	$20.2M	65,148
BROADCOM INC · COM CUSIP — src ↗	$5.6M	18,084
BROADCOM INC · COM CUSIP — src ↗	$1.1M	3,614

$87.9M

284,119

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for CHEVRON CORPORATION, as it reported them
CHEVRON CORPORATION · COM CUSIP — src ↗	$38.0M	183,757
CHEVRON CORPORATION · COM CUSIP — src ↗	$34.9M	168,737
CHEVRON CORPORATION · COM CUSIP — src ↗	$8.3M	39,921
CHEVRON CORPORATION · COM CUSIP — src ↗	$1.1M	5,556

$82.4M

397,971

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · COM CUSIP — src ↗	$42.3M	128,735
HOME DEPOT INC · COM CUSIP — src ↗	$27.0M	82,000
HOME DEPOT INC · COM CUSIP — src ↗	$11.8M	35,844
HOME DEPOT INC · COM CUSIP — src ↗	$1.0M	3,126

$82.1M

249,705

0.6%

BERKSHIRE HATHAWAY INC DEL

2 positions · 7 reported rows

Rows Pinnacle Financial Partners, Inc. reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$28.0M	39
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$21.5M	44,860
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$13.1M	27,284
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$9.7M	20,278
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$4.3M	6
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$3.1M	6,425
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$1.4M	2

$81.1M

98,894

0.6%

—

J P MORGAN EXCHANGE TRADED F

7 positions · 12 reported rows

Rows Pinnacle Financial Partners, Inc. reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$32.4M	571,971
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$15.1M	298,725
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$11.4M	201,654
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$8.4M	148,201
J P MORGAN EXCHANGE TRADED F · ACTIVE VALUE ETF CUSIP 46641Q167 src ↗	$3.1M	43,796
J P MORGAN EXCHANGE TRADED F · SMALL & MID CAP CUSIP 46641Q118 src ↗	$3.0M	45,079
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$2.5M	49,528
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$2.1M	40,721
J P MORGAN EXCHANGE TRADED F · DIV RTN INT EQ CUSIP 46641Q209 src ↗	$656K	9,206
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$306K	6,051
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$239K	4,785
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$211K	3,726

ticker not yet mapped

$79.5M

1,423,443

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for COSTCO WHOLESALE CORPORATION, as it reported them
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$38.9M	39,013
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$32.4M	32,500
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$4.8M	4,794
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$1.5M	1,546

$77.6M

77,853

0.6%

—

AMERICAN CENTY ETF TR

8 positions · 11 reported rows

Rows Pinnacle Financial Partners, Inc. reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · US QUALITY GROW CUSIP 025072307 src ↗	$30.5M	290,201
AMERICAN CENTY ETF TR · US QUALITY VAL CUSIP 025072208 src ↗	$14.8M	228,169
AMERICAN CENTY ETF TR · US LARGE CAP VLU CUSIP 025072349 src ↗	$8.8M	109,299
AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 src ↗	$8.4M	98,582
AMERICAN CENTY ETF TR · QUALITY DIVRSFED CUSIP 025072406 src ↗	$2.2M	33,774
AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 src ↗	$1.4M	16,922
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$859K	7,774
AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 src ↗	$431K	5,353
AMERICAN CENTY ETF TR · DIVERSIFIED MU CUSIP 025072505 src ↗	$416K	8,310
AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 src ↗	$183K	2,273
AMERICAN CENTY ETF TR · QUALITY DIVRSFED CUSIP 025072406 src ↗	$41.6K	636

ticker not yet mapped

$68.1M

801,293

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for ABBVIE INC, as it reported them
ABBVIE INC · COM CUSIP — src ↗	$36.7M	168,892
ABBVIE INC · COM CUSIP — src ↗	$25.2M	115,844
ABBVIE INC · COM CUSIP — src ↗	$4.0M	18,351
ABBVIE INC · COM CUSIP — src ↗	$1.8M	8,288

$67.7M

311,375

0.5%

—

SELECT SECTOR SPDR TR

11 positions · 36 reported rows

Rows Pinnacle Financial Partners, Inc. reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$12.6M	94,631
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$10.7M	80,347
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$5.5M	90,086
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$5.0M	108,561
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$4.1M	67,282
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$3.3M	53,289
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$3.2M	39,266
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$2.8M	18,873
SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 src ↗	$2.5M	61,285
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$2.3M	17,433
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$1.9M	41,679
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$1.6M	10,666
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$1.5M	31,084
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$1.3M	11,734
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$1.3M	7,806
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$1.1M	7,274
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$968K	19,605
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$729K	15,891
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$611K	5,602
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$510K	6,215
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$475K	2,939
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$377K	7,545
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$315K	3,839
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$251K	2,260
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$247K	5,007
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$234K	2,115
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$208K	1,283
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$165K	3,307
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$156K	3,112
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$136K	1,243
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$98.7K	2,000
SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 src ↗	$79.5K	1,948
SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 src ↗	$70.4K	1,724
SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 src ↗	$68.1K	1,667
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$64.9K	584
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$43.5K	710

ticker not yet mapped

$66.4M

829,892

0.5%

—

ISHARES TR

5 positions · 12 reported rows

Rows Pinnacle Financial Partners, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$27.9M	145,611
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$18.6M	205,494
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$7.8M	86,497
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$6.4M	70,839
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$1.7M	19,467
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$1.3M	14,503
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$1.0M	4,364
ISHARES TR · MSCI USA VALUE CUSIP 46432F388 src ↗	$565K	3,968
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$436K	2,271
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$326K	3,764
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$121K	1,402
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$4.7K	19

ticker not yet mapped

$66.3M

558,199

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for LOCKHEED MARTIN CORP, as it reported them
LOCKHEED MARTIN CORP · COM CUSIP — src ↗	$32.9M	54,488
LOCKHEED MARTIN CORP · COM CUSIP — src ↗	$19.8M	32,688
LOCKHEED MARTIN CORP · COM CUSIP — src ↗	$7.8M	12,907
LOCKHEED MARTIN CORP · COM CUSIP — src ↗	$2.6M	4,235

$63.1M

104,318

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for WALMART INC, as it reported them
WALMART INC · COM CUSIP — src ↗	$25.8M	207,876
WALMART INC · COM CUSIP — src ↗	$23.7M	191,023
WALMART INC · COM CUSIP — src ↗	$6.4M	51,136
WALMART INC · COM CUSIP — src ↗	$1.9M	15,558

$57.9M

465,593

0.4%

—

HARBOR ETF TRUST

4 positions · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for HARBOR ETF TRUST, as it reported them
HARBOR ETF TRUST · HARBOR COMMODITY CUSIP 41151J505 src ↗	$41.5M	1,336,589
HARBOR ETF TRUST · LONG TERM GROWER CUSIP 41151J406 src ↗	$11.7M	422,301
HARBOR ETF TRUST · HEALTH CARE ETF CUSIP 41151J869 src ↗	$3.5M	119,398
HARBOR ETF TRUST · INTERNATNAL COMP CUSIP 41151J885 src ↗	$470K	16,226

ticker not yet mapped

$57.1M

1,894,514

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for AMERICAN EXPRESS CO, as it reported them
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$33.1M	109,264
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$15.2M	50,314
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$7.1M	23,462
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$1.5M	4,849

$56.8M

187,889

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for TJX COS INC NEW, as it reported them
TJX COS INC NEW · COM CUSIP — src ↗	$35.3M	221,235
TJX COS INC NEW · COM CUSIP — src ↗	$18.9M	118,295
TJX COS INC NEW · COM CUSIP — src ↗	$1.2M	7,695
TJX COS INC NEW · COM CUSIP — src ↗	$440K	2,748

$55.9M

349,973

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for MICRON TECHNOLOGY INC, as it reported them
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$24.8M	73,481
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$22.2M	65,569
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$3.0M	8,844
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$1.6M	4,870

$51.6M

152,764

0.4%

—

SPDR SERIES TRUST

18 positions · 32 reported rows

Rows Pinnacle Financial Partners, Inc. reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$19.3M	640,326
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$6.1M	42,115
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.9M	135,782
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.8M	105,520
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.3M	103,453
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.3M	79,967
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.2M	33,162
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.5M	15,420
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.5M	56,305
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.4M	9,294
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$804K	8,789
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$736K	7,287
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$722K	7,471
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$720K	9,403
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$670K	5,243
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$662K	22,019
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$586K	6,194
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$501K	5,111
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$488K	14,537
SPDR SERIES TRUST · BLOOMBERG SHORT CUSIP — src ↗	$428K	15,884
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$396K	5,172
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$271K	1,592
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$243K	4,087
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$241K	738
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$220K	2,274
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$191K	6,358
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$182K	1,249
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$98.1K	1,072
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$88.6K	1,157
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$82.4K	1,265
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$32.3K	422
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$21.1K	165

ticker not yet mapped

$51.6M

1,348,833

0.4%

—

VANGUARD INTL EQUITY INDEX F

4 positions · 13 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$20.3M	376,074
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$14.7M	195,515
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$4.0M	74,374
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$3.3M	60,520
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$2.1M	15,262
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$1.8M	13,140
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$1.6M	11,289
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$1.2M	22,052
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$455K	6,057
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$280K	3,723
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$111K	1,340
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$90.8K	1,101
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$49.2K	356

ticker not yet mapped

$50.0M

780,803

0.4%

—

VANGUARD SCOTTSDALE FDS

11 positions · 29 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$7.9M	71,954
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$7.7M	93,180
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$6.4M	81,108
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$5.5M	92,193
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$5.1M	63,788
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$4.3M	51,387
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$2.4M	28,729
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$1.0M	17,863
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$1.0M	16,917
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$986K	16,551
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$973K	8,868
VANGUARD SCOTTSDALE FDS · VNG RUS1000IDX CUSIP 92206C730 src ↗	$936K	3,172
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$906K	9,663
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$769K	9,697
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$741K	12,438
VANGUARD SCOTTSDALE FDS · LG-TERM COR BD CUSIP 92206C813 src ↗	$665K	8,897
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$372K	3,710
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$342K	3,651
VANGUARD SCOTTSDALE FDS · VNG RUS3000IDX CUSIP 92206C599 src ↗	$260K	903
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$258K	2,578
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 src ↗	$250K	5,331
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$152K	1,624
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$123K	1,123
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$103K	1,247
VANGUARD SCOTTSDALE FDS · LG-TERM COR BD CUSIP 92206C813 src ↗	$53.2K	711
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$22.6K	226
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$20.0K	200
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$18.9K	172
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$7.8K	99

ticker not yet mapped

$49.2M

607,980

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HCA HEALTHCARE INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for HCA HEALTHCARE INC, as it reported them
HCA HEALTHCARE INC · COM CUSIP — src ↗	$45.1M	95,251
HCA HEALTHCARE INC · COM CUSIP — src ↗	$853K	1,803
HCA HEALTHCARE INC · COM CUSIP — src ↗	$130K	273
HCA HEALTHCARE INC · COM CUSIP — src ↗	$103K	217

$46.2M

97,544

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for PROCTER & GAMBLE CO, as it reported them
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$21.8M	150,635
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$20.7M	143,075
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$1.5M	10,560
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$1.2M	7,995

$45.1M

312,265

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for INTERNATIONAL BUSINESS MACHS, as it reported them
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$23.3M	96,120
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$18.7M	77,215
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$1.4M	5,801
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$718K	2,961

$44.1M

182,097

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for MCDONALDS CORP, as it reported them
MCDONALDS CORP · COM CUSIP — src ↗	$29.4M	94,484
MCDONALDS CORP · COM CUSIP — src ↗	$13.7M	44,093
MCDONALDS CORP · COM CUSIP — src ↗	$567K	1,815
MCDONALDS CORP · COM CUSIP — src ↗	$387K	1,245

$44.0M

141,637

0.3%

—

J P MORGAN EXCHANGE TRADED F

4 positions · 6 reported rows

Rows Pinnacle Financial Partners, Inc. reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · FLEXIBLE DEBT ET CUSIP 46654Q559 src ↗	$39.3M	790,395
J P MORGAN EXCHANGE TRADED F · ACTIVE GROWTH CUSIP 46654Q609 src ↗	$1.5M	18,164
J P MORGAN EXCHANGE TRADED F · FLEXIBLE DEBT ET CUSIP 46654Q559 src ↗	$1.0M	20,589
J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — src ↗	$915K	16,483
J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — src ↗	$788K	14,178
J P MORGAN EXCHANGE TRADED F · HEDGED EQUITY LA CUSIP 46654Q724 src ↗	$411K	6,430

ticker not yet mapped

$43.9M

866,239

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for INVESCO QQQ TR, as it reported them
INVESCO QQQ TR · UNIT SER 1 CUSIP — src ↗	$20.0M	34,610
INVESCO QQQ TR · UNIT SER 1 CUSIP — src ↗	$15.2M	26,253
INVESCO QQQ TR · UNIT SER 1 CUSIP — src ↗	$7.8M	13,555
INVESCO QQQ TR · UNIT SER 1 CUSIP — src ↗	$90.0K	156

$43.1M

74,574

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for EATON CORP PLC, as it reported them
EATON CORP PLC · SHS CUSIP — src ↗	$25.1M	70,308
EATON CORP PLC · SHS CUSIP — src ↗	$16.2M	45,378
EATON CORP PLC · SHS CUSIP — src ↗	$1.1M	2,966
EATON CORP PLC · SHS CUSIP — src ↗	$502K	1,398

$42.9M

120,050

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$29.9M	52,202
META PLATFORMS INC · CL A CUSIP — src ↗	$7.6M	13,305
META PLATFORMS INC · CL A CUSIP — src ↗	$4.5M	7,940
META PLATFORMS INC · CL A CUSIP — src ↗	$688K	1,202

$42.7M

74,649

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for CISCO SYS INC, as it reported them
CISCO SYS INC · COM CUSIP — src ↗	$26.8M	344,800
CISCO SYS INC · COM CUSIP — src ↗	$11.5M	148,775
CISCO SYS INC · COM CUSIP — src ↗	$3.6M	45,808
CISCO SYS INC · COM CUSIP — src ↗	$514K	6,623

$42.4M

546,006

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for UNION PAC CORP, as it reported them
UNION PAC CORP · COM CUSIP — src ↗	$21.1M	87,118
UNION PAC CORP · COM CUSIP — src ↗	$11.0M	45,254
UNION PAC CORP · COM CUSIP — src ↗	$9.2M	37,966
UNION PAC CORP · COM CUSIP — src ↗	$430K	1,768

$41.8M

172,106

0.3%

—

VANGUARD WORLD FD

6 positions · 13 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · FINANCIALS ETF CUSIP — src ↗	$25.6M	211,819
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$8.6M	12,242
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$1.8M	10,464
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$1.7M	2,387
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$1.3M	7,269
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$834K	3,055
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$790K	1,132
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$286K	1,442
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$273K	1,580
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$167K	466
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$116K	426
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$38.4K	107
VANGUARD WORLD FD · FINANCIALS ETF CUSIP — src ↗	$36.2K	300

ticker not yet mapped

$41.4M

252,689

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for CATERPILLAR INC, as it reported them
CATERPILLAR INC · COM CUSIP — src ↗	$27.7M	39,108
CATERPILLAR INC · COM CUSIP — src ↗	$7.8M	11,058
CATERPILLAR INC · COM CUSIP — src ↗	$4.5M	6,388
CATERPILLAR INC · COM CUSIP — src ↗	$852K	1,203

$40.9M

57,757

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for MERCK & CO INC, as it reported them
MERCK & CO INC · COM CUSIP — src ↗	$24.6M	204,312
MERCK & CO INC · COM CUSIP — src ↗	$7.8M	64,549
MERCK & CO INC · COM CUSIP — src ↗	$5.8M	48,079
MERCK & CO INC · COM CUSIP — src ↗	$407K	3,381

$38.5M

320,321

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for QUANTA SVCS INC, as it reported them
QUANTA SVCS INC · COM CUSIP — src ↗	$32.9M	59,847
QUANTA SVCS INC · COM CUSIP — src ↗	$3.3M	6,063
QUANTA SVCS INC · COM CUSIP — src ↗	$1.2M	2,216
QUANTA SVCS INC · COM CUSIP — src ↗	$343K	624

$37.7M

68,750

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for AMGEN INC, as it reported them
AMGEN INC · COM CUSIP — src ↗	$17.3M	49,180
AMGEN INC · COM CUSIP — src ↗	$15.6M	44,403
AMGEN INC · COM CUSIP — src ↗	$4.2M	11,966
AMGEN INC · COM CUSIP — src ↗	$403K	1,145

$37.5M

106,694

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALERO ENERGY CORP

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VALERO ENERGY CORP, as it reported them
VALERO ENERGY CORP · COM CUSIP — src ↗	$32.8M	132,796
VALERO ENERGY CORP · COM CUSIP — src ↗	$1.9M	7,643
VALERO ENERGY CORP · COM CUSIP — src ↗	$1.4M	5,547
VALERO ENERGY CORP · COM CUSIP — src ↗	$1.2M	4,688

$37.2M

150,674

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONOLITHIC PWR SYS INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for MONOLITHIC PWR SYS INC, as it reported them
MONOLITHIC PWR SYS INC · COM CUSIP — src ↗	$28.1M	25,733
MONOLITHIC PWR SYS INC · COM CUSIP — src ↗	$5.5M	4,986
MONOLITHIC PWR SYS INC · COM CUSIP — src ↗	$981K	897
MONOLITHIC PWR SYS INC · COM CUSIP — src ↗	$5.5K	5

$34.6M

31,621

0.3%

—

VANGUARD BD INDEX FDS

4 positions · 11 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$11.5M	156,166
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$7.4M	96,075
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$5.4M	70,342
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$4.1M	55,604
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$1.9M	24,580
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$1.6M	20,303
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$1.2M	15,054
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$573K	7,307
VANGUARD BD INDEX FDS · LONG TERM BOND CUSIP 921937793 src ↗	$264K	3,837
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$258K	3,343
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$245K	3,327

ticker not yet mapped

$34.5M

455,938

0.3%

—

JOHN HANCOCK EXCHANGE TRADED

2 positions · 2 reported rows

Rows Pinnacle Financial Partners, Inc. reported for JOHN HANCOCK EXCHANGE TRADED, as it reported them
JOHN HANCOCK EXCHANGE TRADED · MULTIFACTR SML CUSIP 47804J842 src ↗	$18.2M	424,936
JOHN HANCOCK EXCHANGE TRADED · MULTIFACTOR MI CUSIP 47804J206 src ↗	$16.2M	241,151

ticker not yet mapped

$34.4M

666,087

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for CME GROUP INC, as it reported them
CME GROUP INC · COM CUSIP — src ↗	$31.0M	104,845
CME GROUP INC · COM CUSIP — src ↗	$1.4M	4,622
CME GROUP INC · COM CUSIP — src ↗	$784K	2,655
CME GROUP INC · COM CUSIP — src ↗	$162K	545

$33.3M

112,667

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for RTX CORPORATION, as it reported them
RTX CORPORATION · COM CUSIP — src ↗	$26.4M	136,726
RTX CORPORATION · COM CUSIP — src ↗	$4.3M	22,494
RTX CORPORATION · COM CUSIP — src ↗	$2.1M	10,775
RTX CORPORATION · COM CUSIP — src ↗	$355K	1,842

$33.2M

171,837

0.3%

—

PACER FDS TR

4 positions · 7 reported rows

Rows Pinnacle Financial Partners, Inc. reported for PACER FDS TR, as it reported them
PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 src ↗	$27.8M	443,433
PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 src ↗	$2.8M	45,138
PACER FDS TR · GLOBL CASH ETF CUSIP 69374H709 src ↗	$1.2M	25,044
PACER FDS TR · US SMALL CAP CAS CUSIP 69374H857 src ↗	$681K	15,177
PACER FDS TR · TRENDP US LAR CP CUSIP 69374H105 src ↗	$666K	12,699
PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 src ↗	$12.5K	200
PACER FDS TR · TRENDP US LAR CP CUSIP 69374H105 src ↗	$5.2K	100

ticker not yet mapped

$33.1M

541,791

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for PHILIP MORRIS INTL INC, as it reported them
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$18.8M	113,640
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$12.4M	74,999
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$1.2M	7,275
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$663K	4,011

$33.1M

199,925

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VERIZON COMMUNICATIONS INC, as it reported them
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$15.6M	311,562
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$14.7M	292,543
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$1.3M	25,155
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$994K	19,804

$32.6M

649,064

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for ORACLE CORP, as it reported them
ORACLE CORP · COM CUSIP — src ↗	$23.8M	161,649
ORACLE CORP · COM CUSIP — src ↗	$6.5M	43,886
ORACLE CORP · COM CUSIP — src ↗	$1.6M	10,613
ORACLE CORP · COM CUSIP — src ↗	$751K	5,102

$32.5M

221,250

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUKE ENERGY CORP NEW

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for DUKE ENERGY CORP NEW, as it reported them
DUKE ENERGY CORP NEW · COM NEW CUSIP — src ↗	$16.9M	128,922
DUKE ENERGY CORP NEW · COM NEW CUSIP — src ↗	$11.9M	90,565
DUKE ENERGY CORP NEW · COM NEW CUSIP — src ↗	$3.2M	24,463
DUKE ENERGY CORP NEW · COM NEW CUSIP — src ↗	$188K	1,437

$32.1M

245,387

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for WASTE MGMT INC DEL, as it reported them
WASTE MGMT INC DEL · COM CUSIP — src ↗	$16.9M	73,465
WASTE MGMT INC DEL · COM CUSIP — src ↗	$13.9M	60,668
WASTE MGMT INC DEL · COM CUSIP — src ↗	$504K	2,194
WASTE MGMT INC DEL · COM CUSIP — src ↗	$348K	1,507

$31.7M

137,834

0.2%

—

VANGUARD SPECIALIZED FUNDS

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VANGUARD SPECIALIZED FUNDS, as it reported them
VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP — src ↗	$11.6M	53,916
VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP — src ↗	$11.6M	53,755
VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP — src ↗	$7.3M	34,116
VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP — src ↗	$1.0M	4,780

ticker not yet mapped

$31.5M

146,567

0.2%

—

VICTORY PORTFOLIOS II

1 position · 2 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VICTORY PORTFOLIOS II, as it reported them
VICTORY PORTFOLIOS II · VICSHS DV AC ETF CUSIP 92647N667 src ↗	$30.0M	549,563
VICTORY PORTFOLIOS II · VICSHS DV AC ETF CUSIP 92647N667 src ↗	$1.2M	22,163

ticker not yet mapped

$31.2M

571,726

0.2%

—

VANGUARD STAR FDS

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VANGUARD STAR FDS, as it reported them
VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 src ↗	$29.5M	382,345
VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 src ↗	$453K	5,877
VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 src ↗	$443K	5,750
VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 src ↗	$24.9K	321

ticker not yet mapped

$30.4M

394,293

0.2%

—

SCHWAB STRATEGIC TR

8 positions · 17 reported rows

Rows Pinnacle Financial Partners, Inc. reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$5.7M	202,869
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$5.5M	177,994
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$4.4M	149,751
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$3.8M	123,657
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$3.8M	98,447
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$2.4M	48,457
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$949K	19,387
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$897K	30,809
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$658K	21,239
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$605K	20,804
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$245K	10,109
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$236K	7,685
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$163K	5,600
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$157K	3,211
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$148K	5,080
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$99.3K	4,093
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$5.8K	200

ticker not yet mapped

$29.6M

929,392

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for BANK AMERICA CORP, as it reported them
BANK AMERICA CORP · COM CUSIP — src ↗	$21.1M	433,182
BANK AMERICA CORP · COM CUSIP — src ↗	$4.5M	92,492
BANK AMERICA CORP · COM CUSIP — src ↗	$3.6M	72,925
BANK AMERICA CORP · COM CUSIP — src ↗	$150K	3,072

$29.3M

601,671

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for STATE STR SPDR S&P MIDCAP 40, as it reported them
STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP — src ↗	$18.9M	30,629
STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP — src ↗	$8.8M	14,198
STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP — src ↗	$984K	1,594
STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP — src ↗	$694K	1,126

$29.3M

47,547

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for AUTOMATIC DATA PROCESSING IN, as it reported them
AUTOMATIC DATA PROCESSING IN · COM CUSIP — src ↗	$17.0M	83,821
AUTOMATIC DATA PROCESSING IN · COM CUSIP — src ↗	$11.2M	55,218
AUTOMATIC DATA PROCESSING IN · COM CUSIP — src ↗	$541K	2,659
AUTOMATIC DATA PROCESSING IN · COM CUSIP — src ↗	$464K	2,284

$29.3M

143,982

0.2%

—

ISHARES INC

3 positions · 10 reported rows

Rows Pinnacle Financial Partners, Inc. reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$12.6M	180,857
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$7.6M	108,315
ISHARES INC · MSCI GBL ETF NEW CUSIP — src ↗	$3.7M	65,658
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$2.6M	37,738
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$820K	11,758
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$669K	8,500
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$427K	5,429
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$321K	4,086
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$76.0K	965
ISHARES INC · MSCI GBL ETF NEW CUSIP — src ↗	$48.6K	859

ticker not yet mapped

$28.9M

424,165

0.2%

—

VANGUARD WHITEHALL FDS

2 positions · 6 reported rows

Rows Pinnacle Financial Partners, Inc. reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$18.8M	127,204
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$6.5M	44,067
VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP 921946810 src ↗	$1.4M	15,599
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$834K	5,632
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$626K	4,228
VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP 921946810 src ↗	$34.0K	384

ticker not yet mapped

$28.2M

197,114

0.2%

—

FEDERATED HERMES ETF TRUST · MDT SMALL CAP CUSIP 31423L602
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$27.5M

925,365

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for LINDE PLC, as it reported them
LINDE PLC · SHS CUSIP — src ↗	$9.9M	19,926
LINDE PLC · SHS CUSIP — src ↗	$9.6M	19,445
LINDE PLC · SHS CUSIP — src ↗	$7.4M	14,987
LINDE PLC · SHS CUSIP — src ↗	$195K	391

$27.1M

54,749

0.2%

—

SPDR SERIES TRUST

8 positions · 17 reported rows

Rows Pinnacle Financial Partners, Inc. reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$8.5M	92,240
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 src ↗	$5.8M	198,727
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 src ↗	$3.6M	122,050
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 src ↗	$3.4M	115,086
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R457 src ↗	$1.0M	33,218
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R408 src ↗	$913K	36,554
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R457 src ↗	$778K	25,704
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$573K	6,249
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R739 src ↗	$399K	8,350
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$380K	7,857
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$369K	7,634
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$274K	2,994
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R887 src ↗	$270K	1,973
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$244K	5,044
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R622 src ↗	$208K	2,171
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 src ↗	$183K	6,260
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R408 src ↗	$143K	5,710

ticker not yet mapped

$26.9M

677,821

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for AT&T INC, as it reported them
AT&T INC · COM CUSIP — src ↗	$15.1M	520,941
AT&T INC · COM CUSIP — src ↗	$9.0M	311,157
AT&T INC · COM CUSIP — src ↗	$1.9M	64,864
AT&T INC · COM CUSIP — src ↗	$832K	28,695

$26.8M

925,657

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for S&P GLOBAL INC, as it reported them
S&P GLOBAL INC · COM CUSIP — src ↗	$13.3M	31,334
S&P GLOBAL INC · COM CUSIP — src ↗	$12.5M	29,384
S&P GLOBAL INC · COM CUSIP — src ↗	$311K	731
S&P GLOBAL INC · COM CUSIP — src ↗	$136K	319

$26.3M

61,768

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for PALO ALTO NETWORKS INC, as it reported them
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$14.1M	87,838
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$10.2M	63,317
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$1.1M	6,829
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$580K	3,615

$25.9M

161,599

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for THERMO FISHER SCIENTIFIC INC, as it reported them
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$16.5M	33,562
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$4.6M	9,386
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$4.6M	9,374
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$144K	292

$25.9M

52,614

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for ABBOTT LABORATORIES, as it reported them
ABBOTT LABORATORIES · COM CUSIP — src ↗	$12.5M	121,664
ABBOTT LABORATORIES · COM CUSIP — src ↗	$11.2M	109,225
ABBOTT LABORATORIES · COM CUSIP — src ↗	$1.4M	13,624
ABBOTT LABORATORIES · COM CUSIP — src ↗	$742K	7,222

$25.8M

251,735

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for MORGAN STANLEY, as it reported them
MORGAN STANLEY · COM NEW CUSIP — src ↗	$13.8M	84,049
MORGAN STANLEY · COM NEW CUSIP — src ↗	$10.6M	64,331
MORGAN STANLEY · COM NEW CUSIP — src ↗	$616K	3,742
MORGAN STANLEY · COM NEW CUSIP — src ↗	$563K	3,416

$25.6M

155,538

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for HONEYWELL INTL INC, as it reported them
HONEYWELL INTL INC · COM CUSIP — src ↗	$13.4M	59,065
HONEYWELL INTL INC · COM CUSIP — src ↗	$10.5M	46,577
HONEYWELL INTL INC · COM CUSIP — src ↗	$913K	4,036
HONEYWELL INTL INC · COM CUSIP — src ↗	$779K	3,445

$25.6M

113,123

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$18.0M	35,981
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$5.8M	11,563
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$1.4M	2,880
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$296K	592

$25.5M

51,016

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for UNITEDHEALTH GROUP INC, as it reported them
UNITEDHEALTH GROUP INC · COM CUSIP — src ↗	$9.6M	35,526
UNITEDHEALTH GROUP INC · COM CUSIP — src ↗	$7.6M	28,214
UNITEDHEALTH GROUP INC · COM CUSIP — src ↗	$6.1M	22,650
UNITEDHEALTH GROUP INC · COM CUSIP — src ↗	$1.3M	4,618

$24.6M

91,008

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRUIST FINL CORP

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for TRUIST FINL CORP, as it reported them
TRUIST FINL CORP · COM CUSIP — src ↗	$13.1M	285,567
TRUIST FINL CORP · COM CUSIP — src ↗	$6.2M	134,799
TRUIST FINL CORP · COM CUSIP — src ↗	$5.1M	111,523
TRUIST FINL CORP · COM CUSIP — src ↗	$48.5K	1,055

$24.5M

532,944

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for SHELL PLC, as it reported them
SHELL PLC · SPON ADS CUSIP — src ↗	$13.2M	142,093
SHELL PLC · SPON ADS CUSIP — src ↗	$9.1M	97,557
SHELL PLC · SPON ADS CUSIP — src ↗	$1.4M	15,490
SHELL PLC · SPON ADS CUSIP — src ↗	$357K	3,839

$24.1M

258,979

0.2%

—

LEGG MASON ETF INVT

2 positions · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for LEGG MASON ETF INVT, as it reported them
LEGG MASON ETF INVT · FRANKLIN INTL LW CUSIP 52468L505 src ↗	$22.7M	559,691
LEGG MASON ETF INVT · FRANKLIN INTL LW CUSIP 52468L505 src ↗	$803K	19,805
LEGG MASON ETF INVT · FRANKLIN US LOW CUSIP 52468L406 src ↗	$397K	9,338
LEGG MASON ETF INVT · FRANKLIN INTL LW CUSIP 52468L505 src ↗	$186K	4,588

ticker not yet mapped

$24.1M

593,422

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for BLACKROCK INC, as it reported them
BLACKROCK INC · COM CUSIP — src ↗	$19.7M	20,529
BLACKROCK INC · COM CUSIP — src ↗	$3.1M	3,198
BLACKROCK INC · COM CUSIP — src ↗	$898K	934
BLACKROCK INC · COM CUSIP — src ↗	$226K	233

$23.9M

24,894

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENUINE PARTS CO

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for GENUINE PARTS CO, as it reported them
GENUINE PARTS CO · COM CUSIP — src ↗	$18.1M	170,985
GENUINE PARTS CO · COM CUSIP — src ↗	$4.6M	43,370
GENUINE PARTS CO · COM CUSIP — src ↗	$166K	1,561
GENUINE PARTS CO · COM CUSIP — src ↗	$146K	1,379

$23.0M

217,295

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for ALTRIA GROUP INC, as it reported them
ALTRIA GROUP INC · COM CUSIP — src ↗	$14.4M	218,666
ALTRIA GROUP INC · COM CUSIP — src ↗	$7.3M	109,965
ALTRIA GROUP INC · COM CUSIP — src ↗	$680K	10,291
ALTRIA GROUP INC · COM CUSIP — src ↗	$483K	7,315

$22.8M

346,237

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHERWIN WILLIAMS CO

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for SHERWIN WILLIAMS CO, as it reported them
SHERWIN WILLIAMS CO · COM CUSIP — src ↗	$19.8M	61,890
SHERWIN WILLIAMS CO · COM CUSIP — src ↗	$1.9M	5,792
SHERWIN WILLIAMS CO · COM CUSIP — src ↗	$743K	2,318
SHERWIN WILLIAMS CO · COM CUSIP — src ↗	$134K	417

$22.6M

70,417

0.2%

—

FIRST TR EXCHNG TRADED FD VI

8 positions · 8 reported rows

Rows Pinnacle Financial Partners, Inc. reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP — src ↗	$7.8M	277,096
FIRST TR EXCHNG TRADED FD VI · VEST BUFFERED CUSIP 33740U778 src ↗	$6.9M	258,455
FIRST TR EXCHNG TRADED FD VI · VEST BUFFERED CUSIP 33740U760 src ↗	$3.6M	143,632
FIRST TR EXCHNG TRADED FD VI · FT VEST LAD CUSIP 33740U729 src ↗	$1.7M	66,543
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U737 src ↗	$806K	19,606
FIRST TR EXCHNG TRADED FD VI · FT VEST NASD 100 CUSIP 33740U448 src ↗	$734K	34,059
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQUIT CUSIP 33740U497 src ↗	$491K	15,033
FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP 33740U752 src ↗	$246K	6,955

ticker not yet mapped

$22.3M

821,379

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for GOLDMAN SACHS GROUP INC, as it reported them
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$18.0M	21,286
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$2.3M	2,670
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$1.1M	1,338
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$124K	147

$21.5M

25,441

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC

1 position · 4 reported rows

Rows Pinnacle Financial Partners, Inc. reported for CITIGROUP INC, as it reported them
CITIGROUP INC · COM NEW CUSIP — src ↗	$12.6M	111,140
CITIGROUP INC · COM NEW CUSIP — src ↗	$7.8M	68,992
CITIGROUP INC · COM NEW CUSIP — src ↗	$632K	5,562
CITIGROUP INC · COM NEW CUSIP — src ↗	$206K	1,812

$21.3M

187,506

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 49.7%below median 80.0%
Concentration index: 150 bpsbelow median 446 bps
Positions with value: 2572 / 2572median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 49.7% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 150 · QoQ moves: 1,137

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Pinnacle Financial Partners, Inc.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).