A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, October 2, 2026The Morning Brief →Sign in

Who holds PNFPPINNACLE FINANCIAL PARTNERS

37 funds on our shelf carry PINNACLE FINANCIAL PARTNERS — heaviest hand: IAT at 2.64% of its book.

FundWeightFund assetsShares held
IATiShares U.S. Regional Banks ETFINDEX2.64%$619M172,477
KBWBInvesco KBW Bank ETFINDEX1.79%$6.3B1,182,906
KREState Street SPDR S&P Regional Banking ETFINDEX1.46%$3.7B688,294
SPFFGlobal X SuperIncome Preferred ETFINDEX1.07%$151M56,454
PFFVGlobal X Variable Rate Preferred ETFINDEX1.05%$256M141,010
KBEState Street SPDR S&P Bank ETFINDEX1.03%$1.5B151,057
VUSVVanguard Wellington U.S. Value Active ETF1.01%—10,041
IJJiShares S&P Mid-Cap 400 Value ETFINDEX0.91%$8.5B765,242
IVOVVanguard S&P Mid-Cap 400 Value ETFINDEX0.87%$923M130,125
MDYVState Street SPDR S&P 400 Mid Cap Value ETFINDEX0.86%$2.7B248,219
CVYInvesco Zacks Multi-Asset Income ETFINDEX0.65%$119M8,167
XJHiShares ESG Screened S&P Mid-Cap ETFINDEX0.50%$413M20,326
QVMMInvesco S&P MidCap 400 QVM Multi-factor ETFINDEX0.46%$414M20,197
RFVInvesco S&P MidCap 400 Pure Value ETFINDEX0.46%$327M15,540
IJHiShares Core S&P Mid-Cap ETFINDEX0.43%$122.8B5,202,469
IVOOVanguard S&P Mid-Cap 400 ETFINDEX0.42%$2.2B247,666
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFINDEX0.41%$18.2B795,198
ISCGiShares Morningstar Small-Cap Growth ETFINDEX0.25%$974M25,629
ISCBiShares Morningstar Small-Cap ETFINDEX0.23%$278M6,548
IYFiShares U.S. Financials ETFINDEX0.23%$4B91,367
ISCViShares Morningstar Small-Cap Value ETFINDEX0.21%$672M14,594
IYGiShares U.S. Financial Services ETFINDEX0.21%$2.1B46,372
VBKVanguard Small Cap Growth Index FundINDEX0.21%$17.7B947,776
RWKInvesco S&P MidCap 400 Revenue ETFINDEX0.20%$1.3B27,456
SMMDiShares Russell 2500 ETFINDEX0.20%$4.1B84,904
SIZEiShares MSCI USA Size Factor ETFINDEX0.20%$427M8,901
EUSAiShares MSCI USA Equal Weighted ETFINDEX0.19%$1.9B38,378
VBVanguard Small Cap Index FundINDEX0.18%$58.9B3,303,238
VFHVanguard Financials Index FundINDEX0.17%$10.3B246,170
VXFVanguard Extended Market Index FundINDEX0.17%$20.2B1,702,624
VBRVanguard Small Cap Value Index FundINDEX0.15%$30.1B1,048,804
PFFDGlobal X U.S. Preferred ETFINDEX0.15%$2.4B119,451
PFFiShares Preferred and Income Securities ETFINDEX0.10%$12.3B487,067
VLUEiShares MSCI USA Value Factor ETFINDEX0.07%$9.4B66,660
VYMVanguard High Dividend Yield Index FundINDEX0.06%$58.1B605,606
SHEState Street SPDR MSCI USA Gender Diversity ETFINDEX0.05%$334M1,638
IWPiShares Russell Mid-Cap Growth ETFINDEX0.02%$19.7B49,713

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.