Public record / Tickers / PNFP

PNFP — Pinnacle Financial Partners, Inc.†

Both disclosure regimes on one name: who in Congress filed about PNFP, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming PNFP
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-10
filed 2022-01-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Hagerty, IV, William F · $100K–$250K

SELL · traded 2021-12-29 → filed 2022-01-10. Ranked over every PNFP row by the provable lower bound, never a point estimate.

No member disclosed PNFP in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated PNFP rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PNFP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PNFP
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-01-10Hagerty, IV, William F —SELL partial (partial sale, member-owned)Traded 2021-12-29 +12d$100K–$250K
2019-12-11John W. Rose R–TN-6SELLTraded 11-12 +29d$100K–$250K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in PNFP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed PNFP in the trailing 12 months.

Congress ↔ notable managers · PNFP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Soros Fund Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PINNACLE FINL PARTNERS INC

Merged timeline of congressional filings and notable-manager moves on PNFP
DateWhoChangeSize
2026-05-15Soros Fund Management 13FEXIT−2,153 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PNFP for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2WELLINGTON MANAGEMENT GROUP LLP$786M1
3FMR LLC$620M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$603M1
5VANGUARD CAPITAL MANAGEMENT LLC$583M1
6STATE STREET CORP$508M1
7AQR CAPITAL MANAGEMENT LLC$340M1
8Invesco Ltd.$308M1
9Pinnacle Financial Partners, Inc.$301M1
10CITADEL ADVISORS LLC$281M1
11Point72 Asset Management, L.P.$159M1
12BANK OF MONTREAL /CAN/$146M1
13MORGAN STANLEY$140M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$140M1
15NORTHERN TRUST CORP$122M1
16Freestone Grove Partners LP$111M1
17MANUFACTURERS LIFE INSURANCE COMPANY, THE$103M1
18D. E. Shaw & Co., Inc.$86.0M1
19VANGUARD FIDUCIARY TRUST CO$80.6M1
20MILLENNIUM MANAGEMENT LLC$68.8M1
21BloombergSen Inc.$66.7M1
22UBS Group AG$63.1M1
23BANK OF AMERICA CORP /DE/$62.7M1
24SILVERCREST ASSET MANAGEMENT GROUP LLC$61.7M1
25FIRST TRUST ADVISORS LP$57.2M1
26EARNEST PARTNERS LLC$56.0M1
27ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$43.4M1
28BASSWOOD CAPITAL MANAGEMENT, L.L.C.$39.3M1
29Jefferies Financial Group Inc.$37.6M1
30NFJ INVESTMENT GROUP, LLC$37.2M1
31Vinva Investment Management Ltd$35.7M1
32Retirement Systems of Alabama$34.6M1
33BALYASNY ASSET MANAGEMENT L.P.$32.3M1
34Legal & General Group Plc$31.8M1
35AustralianSuper Pty Ltd$31.4M1
36RAYMOND JAMES FINANCIAL INC$29.4M1
37PRINCIPAL FINANCIAL GROUP INC$28.9M1
38LAZARD ASSET MANAGEMENT LLC$27.2M1
39Amundi$26.6M1
40Capital Research Global Investors$26.4M1
41Alyeska Investment Group, L.P.$26.3M1
42Pentwater Capital Management LP$25.8M1
43PRIVATE MANAGEMENT GROUP INC$24.7M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.4M1
45DEUTSCHE BANK AG\$22.8M1
46Troluce Capital Advisors LLC$22.3M1
47Nuveen, LLC$21.5M1
48SHAPIRO CAPITAL MANAGEMENT LLC$21.1M1
49Verition Fund Management LLC$20.7M1
50SEI INVESTMENTS CO$20.6M1
51IEQ CAPITAL, LLC$20.0M1
52Quantinno Capital Management LP$19.6M1
53Mariner, LLC$18.1M1
54BARCLAYS PLC$17.8M1
55ROYAL BANK OF CANADA$17.7M1
56ALLIANCEBERNSTEIN L.P.$16.3M1
57RENAISSANCE TECHNOLOGIES LLC$16.3M1
58WELLS FARGO & COMPANY/MN$16.0M1
59ENVESTNET ASSET MANAGEMENT INC$15.5M1
60Mitsubishi UFJ Asset Management Co., Ltd.$13.6M1
61AMERICAN CENTURY COMPANIES INC$13.5M1
62Azora Capital LP$12.8M1
63STATE OF WISCONSIN INVESTMENT BOARD$12.5M1
64STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.2M1
65THORNBURG INVESTMENT MANAGEMENT INC$12.0M1
66BW Gestao de Investimentos Ltda.$11.9M1
67WOODMONT INVESTMENT COUNSEL LLC$11.8M1
68CITIGROUP INC$11.8M1
69CWM, LLC$11.3M1
70Jain Global LLC$10.7M1
71Philadelphia Financial Management of San Francisco, LLC$10.0M1
72OPPENHEIMER ASSET MANAGEMENT INC.$9.8M1
73Creative Planning$9.0M1
74Cerity Partners LLC$8.9M1
75North Reef Capital Management LP$8.7M1
76Channing Capital Management, LLC$8.6M1
77Holocene Advisors, LP$7.4M1
78Andra AP-fonden$7.4M1
79Black Maple Capital Management LP$7.4M1
80NOMURA HOLDINGS INC$7.1M1
81Allspring Global Investments Holdings, LLC$7.0M1
82VANGUARD ASSET MANAGEMENT, Ltd$6.8M1
83Pictet Asset Management Holding SA$6.8M1
84SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.5M1
85Sage Investment Counsel LLC$6.5M1
86STIFEL FINANCIAL CORP$6.4M1
87Korea Investment CORP$6.3M1
88MERCER GLOBAL ADVISORS INC /ADV$6.3M1
89WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.2M1
90Vanguard Global Advisers, LLC$6.1M1
91Asio Capital, LLC$6.0M1
92Vanguard Investments Australia, Ltd.$6.0M1
93TECTONIC ADVISORS LLC$5.9M1
94Cinctive Capital Management LP$5.9M1
95WINTON GROUP Ltd$5.8M1
96ExodusPoint Capital Management, LP$5.8M1
97HANCOCK WHITNEY CORP$5.6M1
98Blue Trust, Inc.$5.6M1
99Atria Investments, Inc$5.4M1
100Reliant Investment Management, LLC$5.2M1
101Lighthouse Investment Partners, LLC$5.2M1
102Carlson Capital, L.P.$5.2M1
103Stieven Capital Advisors, L.P.$5.2M1
104Oliver Luxxe Assets LLC$5.0M1
105Rafferty Asset Management, LLC$4.8M1
106ELLERSON GROUP INC /ADV$4.8M1
107Diversified Trust Co$4.7M1
108Asset Management One Co., Ltd.$4.7M1
109LPL Financial LLC$4.6M1
110Pathstone Holdings, LLC$4.6M1
111State of New Jersey Common Pension Fund D$4.3M1
112TD ASSET MANAGEMENT INC$4.2M1
113NewEdge Advisors, LLC$4.1M1
114Swedbank AB$4.1M1
115Northwest & Ethical Investments L.P.$4.1M1
116ADAGE CAPITAL PARTNERS GP, L.L.C.$4.1M1
117NOMURA ASSET MANAGEMENT CO LTD$4.1M1
118Robeco Institutional Asset Management B.V.$4.0M1
119FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.8M1
120Resona Asset Management Co.,Ltd.$3.7M1
121FIFTH THIRD BANCORP$3.7M1
122VICTORY CAPITAL MANAGEMENT INC$3.6M1
123Atom Investors LP$3.6M1
124Gradient Investments LLC$3.6M1
125Arizona State Retirement System$3.5M1
126Petiole USA ltd$3.5M1
127MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.5M1
128Universal- Beteiligungs- und Servicegesellschaft mbH$3.5M1
129Jefferson Bridge Capital, LLC$3.4M1
130COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.2M1
131Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
132Vest Financial, LLC$3.1M1
133STATE OF MICHIGAN RETIREMENT SYSTEM$3.1M1
134SEB Asset Management AB$3.1M1
135CANADA PENSION PLAN INVESTMENT BOARD$3.1M1
136Curi Capital, LLC$3.0M1
137Waverly Advisors, LLC$3.0M1
138NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.9M1
139Covea Finance$2.9M1
140OSAIC HOLDINGS, INC.$2.8M1
141BOOTHBAY FUND MANAGEMENT, LLC$2.8M1
142IFM Investors Pty Ltd$2.8M1
143PATTEN & PATTEN INC/TN$2.7M1
144Mubadala Investment Co PJSC$2.7M1
145OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.7M1
146Sanctuary Advisors, LLC$2.6M1
147Riverwater Partners LLC$2.6M1
148Tredje AP-fonden$2.6M1
149HSBC HOLDINGS PLC$2.6M1
150FIRST CITIZENS BANK & TRUST CO$2.6M1
151BROOKS, MOORE & ASSOCIATES, INC.$2.6M1
152Focus Partners Wealth$2.5M1
153TRUIST FINANCIAL CORP$2.5M1
154Vanguard Personalized Indexing Management, LLC$2.4M1
155Cetera Investment Advisers$2.4M1
156Ameritas Investment Partners, Inc.$2.4M1
157PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$2.4M1
158XPONANCE LLC$2.3M1
159Fourthstone LLC$2.2M1
160SIMON QUICK ADVISORS, LLC$2.2M1
161MONTGOMERY INVESTMENT MANAGEMENT INC$2.1M1
162MML INVESTORS SERVICES, LLC$2.1M1
163Seneca House Advisors$2.1M1
164OLD NATIONAL BANCORP /IN/$2.0M1
165Beacon Capital Management, LLC$1.9M1
166FIL Ltd$1.9M1
167Summit Trail Advisors, LLC$1.9M1
168NORDEA INVESTMENT MANAGEMENT AB$1.9M1
169HighTower Advisors, LLC$1.9M1
170Dana Investment Advisors, Inc.$1.9M1
171Man Group plc$1.9M1
172&PARTNERS$1.8M1
173O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.8M1
174BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.8M1
175Concurrent Investment Advisors, LLC$1.8M1
176Villanova Investment Management Co$1.8M1
177Kestra Advisory Services, LLC$1.7M1
178BROWN ADVISORY INC$1.7M1
179Patten Group, Inc.$1.7M1
180Ensign Peak Advisors, Inc$1.7M1
181LBMC INVESTMENT ADVISORS, LLC$1.7M1
182TORONTO DOMINION BANK$1.7M1
183NISSAY ASSET MANAGEMENT CORP /JAPAN$1.6M1
184HB Wealth Management, LLC$1.5M1
185LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.5M1
186Westhampton Capital, LLC$1.5M1
187Swiss Life Asset Management Ltd$1.4M1
188Envestnet Portfolio Solutions, Inc.$1.4M1
189Callan Family Office, LLC$1.4M1
190Merit Financial Group, LLC$1.4M1
191Generali Asset Management SPA SGR$1.4M1
192Focus Partners Advisor Solutions, LLC$1.4M1
193MAVERICK CAPITAL LTD$1.4M1
194Federation des caisses Desjardins du Quebec$1.4M1
195OP Asset Management Ltd$1.4M1
196INCEPTIONR LLC$1.3M1
197VOYA INVESTMENT MANAGEMENT LLC$1.3M1
198Headlands Technologies LLC$1.3M1
199Sumitomo Mitsui DS Asset Management Company, Ltd$1.3M1
200CIBC Bancorp USA Inc.$1.2M1
201EMERALD MUTUAL FUND ADVISERS TRUST$1.2M1
202INTECH INVESTMENT MANAGEMENT LLC$1.2M1
203FEDERATED HERMES, INC.$1.2M1
204Daiwa Securities Group Inc.$1.1M1
205M&T BANK CORP$1.1M1
206PRUDENTIAL FINANCIAL INC$1.1M1
207INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$1.1M1
208US BANCORP \DE\$1.1M1
209LECAP ASSET MANAGEMENT LTD$1.1M1
210Stratos Wealth Partners, LTD.$1.1M1
211Penn Capital Management Company, LLC$1.1M1
212Eurizon Capital SGR S.p.A.$1.1M1
213Orion Porfolio Solutions, LLC$1.1M1
214Bull Harbor Capital LLC$1.1M1
215Steward Partners Investment Advisory, LLC$1.0M1
216Harbor Advisors LLC$1.0M1
217QUADRANT CAPITAL GROUP LLC$1.0M1
218Krilogy Financial LLC$1.0M1
219BERKSHIRE ASSET MANAGEMENT LLC/PA$977K1
220Y-Intercept (Hong Kong) Ltd$977K1
221MV CAPITAL MANAGEMENT, INC.$975K1
222BIP Wealth, LLC$974K1
223TWO SIGMA INVESTMENTS, LP$938K1
224BENJAMIN EDWARDS INC$936K1
225Investment Management Corp of Ontario$930K1
226Sowell Financial Services LLC$929K1
227Elo Mutual Pension Insurance Co$918K1
228Walleye Capital LLC$896K1
229Centiva Capital, LP$892K1
230Rockefeller Capital Management L.P.$883K1
231EVERGREEN CAPITAL MANAGEMENT LLC$873K1
232Coyle Financial Counsel LLC$871K1
233INTRUST BANK NA$871K1
234Inscription Capital, LLC$868K1
235Sunbeam Capital Management, LLC$858K1
236Chicago Partners Investment Group LLC$851K1
237Hudson Bay Capital Management LP$838K1
238Wedmont Private Capital$792K1
239Simplicity Wealth,LLC$789K1
240NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$783K1
241COMMONWEALTH EQUITY SERVICES, LLC$762K1
242Rayburn West Financial Services LLC$762K1
243Oxbow Advisors, LLC$754K1
244PATTON ALBERTSON MILLER GROUP, LLC$750K1
245Compass Ion Advisors, LLC$747K1
246SCS Capital Management LLC$730K1
247Smith Group Asset Management, LLC$726K1
248WADDELL & ASSOCIATES, LLC$721K1
249CSS LLC/IL$720K1
250MACQUARIE GROUP LTD$719K1
251TWO SIGMA SECURITIES, LLC$717K1
252SAGESPRING WEALTH PARTNERS, LLC$706K1
253CI INVESTMENTS INC.$705K1
254COLDSTREAM CAPITAL MANAGEMENT INC$690K1
255Utah Retirement Systems$683K1
256Polymer Capital Management (US) LLC$673K1
257Sequoia Financial Advisors, LLC$660K1
258Savant Capital, LLC$658K1
259Ashton Thomas Private Wealth, LLC$658K1
260Brucke Financial, Inc.$653K1
261Maryland State Retirement & Pension System$645K1
262PINNACLE ASSOCIATES LTD$632K1
263FIDUCIARY TRUST CO$611K1
264Angel Oak Capital Advisors, LLC$603K1
265EP Wealth Advisors, LLC$602K1
266Summit Asset Management, LLC$594K1
267EVOLVE PRIVATE WEALTH, LLC$588K1
268INTEGRATED WEALTHCARE, LLC$583K1
269Caerus Investment Advisors, LLC$583K1
270Allworth Financial LP$580K1
271SIGNATUREFD, LLC$579K1
272NorthCrest Asset Manangement, LLC$570K1
273Clearstead Advisors, LLC$568K1
274FORA Capital, LLC$567K1
275Tower Research Capital LLC (TRC)$555K1
276NBZ Investment Advisors LLC$551K1
277TWINBEECH CAPITAL LP$543K1
278Osmosis Investment Management UK Ltd$533K1
279Sivia Capital Partners, LLC$530K1
280HHM Wealth Advisors, LLC$529K1
281SHEETS SMITH WEALTH MANAGEMENT$528K1
282Brevan Howard Capital Management LP$522K1
283ProShare Advisors LLC$520K1
284Pallas Capital Advisors LLC$517K1
285Woodline Partners LP$510K1
286Procyon Advisors, LLC$510K1
287MIRABELLA FINANCIAL SERVICES LLP$507K1
288Baird Financial Group, Inc.$498K1
289PAX Financial Group, LLC$491K1
290D.A. DAVIDSON & CO.$491K1
291Pinnacle Wealth Management Advisory Group, LLC$486K1
292ABN AMRO INVESTMENT SOLUTIONS$475K1
293PFW Advisors LLC$470K1
294JACKSON THORNTON WEALTH MANAGEMENT, LLC$467K1
295Machina Capital S.A.S.$464K1
296BANK OF NOVA SCOTIA$460K1
297TBH Global Asset Management, LLC$460K1
298Integrated Quantitative Investments LLC$456K1
299Beacon Pointe Advisors, LLC$455K1
300HMS Capital Management, LLC$453K1
301Aptus Capital Advisors, LLC$448K1
302CREDIT AGRICOLE S A$442K1
303Bragg Financial Advisors, Inc$436K1
304Aquatic Capital Management LLC$430K1
305SHELTON CAPITAL MANAGEMENT$425K1
306Rothschild Wealth LLC$420K1
307CIBC Asset Management Inc$412K1
308Capital Investment Counsel, Inc$410K1
309OneDigital Investment Advisors LLC$407K1
310Prospera Financial Services Inc$400K1
311Janus Henderson Group Ltd.$388K1
312EMERALD ADVISERS, LLC$387K1
313OAK RIDGE INVESTMENTS LLC$382K1
314Capital Investment Advisors, LLC$382K1
315FAS Wealth Partners, Inc.$378K1
316INSTRUMENTAL WEALTH, LLC$375K1
317DAVENPORT & Co LLC$357K1
318OneAscent Financial Services LLC$356K1
319JANE STREET GROUP, LLC$356K1
320GREENWOOD CAPITAL ASSOCIATES LLC$356K1
321GenTrust, LLC$348K1
322Compound Planning, Inc.$343K1
323Mattson Financial Services, LLC$339K1
324JOURNEY STRATEGIC WEALTH LLC$339K1
325Brown Financial Advisors$337K1
326Trask Adam Roland$336K1
327UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$334K1
328PROFUND ADVISORS LLC$334K1
329New Republic Capital, LLC$333K1
330IMC-Chicago, LLC$329K1
331Meiji Yasuda Asset Management Co Ltd.$328K1
332GUGGENHEIM CAPITAL LLC$327K1
333Foster Victor Wealth Advisors, LLC$309K1
334Voleon Capital Management LP$308K1
335WORLDQUANT MILLENNIUM ADVISORS LLC$307K1
336Laird Norton Wetherby Trust Company, LLC$305K1
337MONTAG A & ASSOCIATES INC$305K1
338FAMILY WEALTH PARTNERS, LLC$304K1
339Perigon Wealth Management, LLC$296K1
340TCV Trust & Wealth Management, Inc.$293K1
341EXCHANGE TRADED CONCEPTS, LLC$288K1
342Southern Financial Group, LLC$288K1
343SILVER OAK SECURITIES, INCORPORATED$284K1
344Arax Advisory Partners$283K1
345MFA WEALTH ADVISORS, LLC$281K1
346BNP Paribas Asset Management Holding S.A.$278K1
347Independent Advisor Alliance$277K1
348OpenArc Corporate Advisory, LLC$275K1
349Empowered Funds, LLC$274K1
350BLAIR WILLIAM & CO/IL$272K1
351CFS Investment Advisory Services, LLC$268K1
352Cresset Asset Management, LLC$263K1
353Meeder Advisory Services, Inc.$261K1
354SHAYNE & JACOBS, LLC$258K1
355waypoint wealth counsel$253K1
356GTS SECURITIES LLC$250K1
357SWMG, LLC$246K1
358PETTYJOHN, WOOD & WHITE, INC$243K1
359Marex Group Ltd$241K1
360FRANKLIN RESOURCES INC$241K1
361EARNED WEALTH ADVISORS, LLC$241K1
362CRAWFORD INVESTMENT COUNSEL INC$240K1
363SAGE RHINO CAPITAL LLC$237K1
364Summit Financial, LLC$236K1
365Ballentine Partners, LLC$234K1
366RIVERSEDGE ADVISORS, LLC$231K1
367Sound View Wealth Advisors Group, LLC$231K1
368Selective Wealth Management, Inc.$229K1
369Register Financial Advisors LLC$226K1
370FLYWHEEL PRIVATE WEALTH LLC$226K1
371Crew Capital Management, Ltd$225K1
372MATHER GROUP, LLC.$222K1
373AlphaCore Capital LLC$222K1
374KESTRA PRIVATE WEALTH SERVICES, LLC$217K1
375FOX RUN MANAGEMENT, L.L.C.$217K1
376Savvy Advisors, Inc.$216K1
377JAMISON PRIVATE WEALTH MANAGEMENT, INC.$215K1
378BURNEY CO/$214K1
379Murphy, Middleton, Hinkle & Parker, Inc.$214K1
380CAHABA WEALTH MANAGEMENT, INC.$214K1
381Blueshift Asset Management, LLC$213K1
382Requisite Capital Management, LLC$210K1
383Frec Markets, Inc.$209K1
384SPIREPOINT PRIVATE CLIENT, LLC$203K1
385Baker Avenue Asset Management, LP$202K1
386Olympiad Research LP$201K1
387MAI Capital Management$196K1
388BFSG, LLC$196K1
389Siemens Fonds Invest GmbH$189K1
390Acumen Wealth Advisors, LLC$178K1
391Evergreen Advisors, LLC$138K1
392True Wealth Design, LLC$115K1
393Smartleaf Asset Management LLC$108K1
394COMMERCE BANK$101K1
395Orion Capital Management LLC$93.5K1
396Key FInancial Inc$89.6K1
397SALEM INVESTMENT COUNSELORS INC$81.6K1
398State of Wyoming$66.5K1
399SJS Investment Consulting Inc.$54.2K1
400Larson Financial Group LLC$48.4K1
401Quarry LP$43.6K1
402ASSETMARK, INC$39.7K1
403Leonteq Securities AG$37.9K1
404Parkside Financial Bank & Trust$32.6K1
405INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$31.6K1
406Advisors Asset Management, Inc.$31.4K1
407Annis Gardner Whiting Capital Advisors, LLC$30.1K1
408Owl Creek Wealth Partners LLC$29.1K1
409Mirae Asset Global Investments Co., Ltd.$28.9K1
410Keystone Financial Group, Inc.$23.9K1
411Activest Wealth Management$23.3K1
412Investors Research Corp$18.9K1
413Bell Investment Advisors, Inc$18.3K1
414New England Capital Financial Advisors LLC$17.1K1
415Scarborough Advisors, LLC$16.9K1
416Measured Wealth Private Client Group, LLC$16.7K1
417GROUP ONE TRADING LLC$16.2K1
418Private Wealth Management Group, LLC$14.8K1
419JPL Wealth Management, LLC$14.1K1
420Destiny Wealth Partners, LLC$13.8K1
421ALGERT GLOBAL LLC$10.8K1
422Kilter Group LLC$9.5K1
423JFS WEALTH ADVISORS, LLC$9.0K1
424SHP Wealth Management$8.8K1
425AMALGAMATED BANK$5.8K1
426BROWN, LISLE/CUMMINGS, INC.$5.6K1
427Treasurer of the State of North Carolina$5.5K1
428Pinnacle Wealth Planning Services, Inc.$5.0K1
429M Holdings Securities, Inc.$4.7K1
430Sachetta, LLC$4.6K1
431THRIVENT FINANCIAL FOR LUTHERANS$4.5K1
432Asset Dedication, LLC$4.2K1
433NATIXIS ADVISORS, LLC$3.9K1
434Transamerica Financial Advisors, LLC$3.9K1
435State of Alaska, Department of Revenue$3.9K1
436CVA Family Office, LLC$3.7K1
437DELTA ASSET MANAGEMENT LLC/TN$3.6K1
438ELEVATION WEALTH PARTNERS, LLC$3.2K1
439Triumph Capital Management$2.2K1
440Cromwell Holdings LLC$2.2K1
441AM INVESTMENT STRATEGIES LLC$2.1K1
442Rialto Wealth Management, LLC$1.8K1
443TD Capital Management LLC$1.8K1
444Physician Wealth Advisors, Inc.$1.7K1
445Prestige Wealth Management Group LLC$1.6K1
446DiNuzzo Private Wealth, Inc.$1.6K1
447Greenwich Wealth Management LLC$1.5K1
448SouthState Bank Corp$1.5K1
449Hunter Perkins Capital Management, LLC$1.4K1
450Atlantic Edge Private Wealth Management, LLC$1.1K1
451American Capital Advisory, LLC$9481
452TopTier Wealth Management, LLC$8611
453PARK AVENUE SECURITIES LLC$6131
454FINANCIAL CONSULATE, INC$6031
455Godfrey Financial Associates, Inc.$5171
456KBC Group NV$5071
457GHP Investment Advisors, Inc.$4311
458HFM Investment Advisors, LLC$4311
459DecisionPoint Financial, LLC$3451
460Vermillion Wealth Management, Inc.$2641
461NFC Investments, LLC$2601
462Vestcor Inc$2111
463CENTRAL TRUST Co$1731
464Cassaday & Co Wealth Management LLC$1731
465Valued Wealth Advisors LLC$1731
466South Dakota Investment Council$1721
467Quaker Wealth Management, LLC$871
468Employees Retirement System of Texas$511
469Avion Wealth$51
470Roble, Belko & Company, Inc$31
471Capital Advisors, Ltd. LLC$11
472VANGUARD GROUP INC— value not disclosed1
473GLENMEDE TRUST CO NA— value not disclosed1
474DIMENSIONAL FUND ADVISORS LP— value not disclosed1
475BAILARD, INC.— value not disclosed1
476STEPHENS INC /AR/— value not disclosed1
477ANDERSON HOAGLAND & CO— value not disclosed1
478TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
479JONES FINANCIAL COMPANIES LLLP— value not disclosed1
480PANAGORA ASSET MANAGEMENT INC— value not disclosed1
481JACOBS LEVY EQUITY MANAGEMENT, INC— value not disclosed1
482CAISSE DE DEPOT ET PLACEMENT DU QUEBEC— value not disclosed1
483PRUDENTIAL PLC— value not disclosed1
484COMERICA BANK— value not disclosed1
485MACKENZIE FINANCIAL CORP— value not disclosed1
486MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC— value not disclosed1
487UMB Bank, n.a.— value not disclosed1
488VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
489SOROS FUND MANAGEMENT LLC— value not disclosed1
490SECURIAN ASSET MANAGEMENT, INC— value not disclosed1
491CIBC WORLD MARKETS CORP— value not disclosed1
492SALZHAUER MICHAEL— value not disclosed1
493TRUST CO OF VERMONT— value not disclosed1
494GEODE CAPITAL MANAGEMENT, LLC— value not disclosed1
495REGIONS FINANCIAL CORP— value not disclosed1
496CIBC Private Wealth Group LLC— value not disclosed1
497Graham Capital Management, L.P.— value not disclosed1
498Forest Hill Capital, LLC— value not disclosed1
499Weiss Asset Management LP— value not disclosed1
500GSA CAPITAL PARTNERS LLP— value not disclosed1
Truncated by Public Filings. Every one of the 471 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PNFP

RETAINED WINDOW · ACTIVE HITS

Zero hits on PNFP in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PNFP · financials and macro

Financials — as filed PLANNED

PNFP's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PNFP on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing