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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Hagerty, IV, William F · $100K–$250K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-01-10Hagerty, IV, William F Sale · partial (partial sale, member-owned)Traded 2021-12-29 +12d$100K–$250K
2019-12-11John W. Rose R–TN-6SaleTraded 11-12 +29d$100K–$250K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
473GLENMEDE TRUST CO NA$01
474DIMENSIONAL FUND ADVISORS LP$01
475BAILARD, INC.$01
476STEPHENS INC /AR/$01
477ANDERSON HOAGLAND & CO$01
478TEACHER RETIREMENT SYSTEM OF TEXAS$01
479JONES FINANCIAL COMPANIES LLLP$01
480PANAGORA ASSET MANAGEMENT INC$01
481JACOBS LEVY EQUITY MANAGEMENT, INC$01
482CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$01
483PRUDENTIAL PLC$01
484COMERICA BANK$01
485MACKENZIE FINANCIAL CORP$01
486MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$01
487UMB Bank, n.a.$01
488VIRGINIA RETIREMENT SYSTEMS ET Al$01
489SOROS FUND MANAGEMENT LLC$01
490SECURIAN ASSET MANAGEMENT, INC$01
491CIBC WORLD MARKETS CORP$01
492SALZHAUER MICHAEL$01
493TRUST CO OF VERMONT$01
494GEODE CAPITAL MANAGEMENT, LLC$01
495REGIONS FINANCIAL CORP$01
496CIBC Private Wealth Group LLC$01
497Graham Capital Management, L.P.$01
498Forest Hill Capital, LLC$01
499Weiss Asset Management LP$01
500GSA CAPITAL PARTNERS LLP$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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