TrustmarkTRMK
13F holders, Q2 2026 (June 30)290holders +17
44new positions
28sold out
7famous investors
$46.01avg. 13F price*
At the end of Q2 2026, 290 institutions reported holding Trustmark Corp. (TRMK) in their 13F filings, up 17 from Q1 2026. 44 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($395.9M), Dimensional Fund Advisors LP ($181.3M) and Vanguard Portfolio Management LLC ($163.9M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Trustmark Corp.
- CUSIP
- 898402102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $19.8M |
| Exits | 28 | $10.7M |
All 13F filers, Q1 2026 → Q2 2026: 4,008,597 shares bought and 3,516,619 shares sold, net +491,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| BlackRock, Inc. | 0.01% | Add +3.7% | 8,605,088 | $395.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.1% | 3,940,082 | $181.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.1% | 3,562,663 | $163.9M |
| State Street Corp. | 0.00% | Add +11.3% | 3,312,492 | $152.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.2% | 2,540,499 | $116.9M |
| Earnest Partners LLC | 0.40% | Reduce -3.7% | 2,439,025 | $112.2M |
| American Century Companies Inc. | 0.03% | Add +33.9% | 1,695,444 | $78.0M |
| Geode Capital Management, LLC | 0.00% | Add +5.4% | 1,595,875 | $73.4M |
| North Reef Capital Management LP | 2.76% | Reduce -19.8% | 1,565,551 | $72.0M |
| Wellington Management Group LLP | 0.01% | Reduce -53.6% | 1,529,504 | $70.4M |
| Millennium Management | 0.03% | Add +1467.7% | 961,117 | $44.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +19.2% | 870,518 | $40.1M |
| UBS Group AG | 0.01% | Reduce -1.4% | 848,952 | $39.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.3% | 745,492 | $34.3M |
| Northern Trust Corp. | 0.00% | Add +6.6% | 689,624 | $31.7M |
| Federated Hermes, Inc. | 0.03% | Add +14.9% | 513,046 | $23.6M |
| Morgan Stanley | 0.00% | Add +15.1% | 511,530 | $23.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +33.1% | 505,821 | $23.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 492,842 | $22.7M |
| Bridgeway Capital Management, LLC | 0.33% | Add +2.6% | 408,888 | $18.8M |
| Newport Trust Company, LLC | 0.04% | Reduce -2.1% | 399,962 | $18.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +2.4% | 385,071 | $17.7M |
| Ameriprise Financial Inc. | 0.00% | Add +244.5% | 366,036 | $16.8M |
| Fisher Asset Management | 0.00% | Reduce -2.7% | 360,467 | $16.6M |
| Principal Financial Group Inc. | 0.01% | Add +0.6% | 353,881 | $16.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +261.6% | 344,967 | $15.9M |
| Clark Capital Management Group, Inc. | 0.08% | Reduce -14.5% | 308,864 | $14.2M |
| Nuveen, LLC | 0.00% | Reduce -23.6% | 283,400 | $13.0M |
| Invesco Ltd. | 0.00% | Reduce -0.0% | 282,183 | $13.0M |
| Trustmark Bank Trust Department | 0.74% | Reduce -5.4% | 270,801 | $12.5M |
| Empowered Funds, LLC | 0.06% | Add +4.2% | 265,345 | $12.2M |
| Public Sector Pension Investment Board | 0.03% | Reduce -6.6% | 243,468 | $11.2M |
| Bank of America Corp. | 0.00% | Reduce -36.0% | 202,623 | $9.3M |
| Balyasny Asset Management L.P. | 0.02% | Add +348.7% | 189,357 | $8.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -56.3% | 172,998 | $8.0M |
| Wells Fargo & Company | 0.00% | Add +18.4% | 169,716 | $7.8M |
| AQR Capital Management | 0.00% | Reduce -1.2% | 165,786 | $7.6M |
| Magnolia Capital Advisors LLC | 1.21% | Add +0.4% | 153,479 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 153,302 | $7.1M |
| Rhumbline Advisers | 0.00% | Reduce -10.4% | 140,823 | $6.5M |
| Hanson & Doremus Investment Management | 0.65% | No change | 139,397 | $6.4M |
| Verition Fund Management LLC | 0.05% | No change | 132,548 | $6.1M |
| Legal & General Group Plc | 0.00% | Reduce -2.8% | 130,201 | $6.0M |
| First Trust Advisors LP | 0.00% | Reduce -17.9% | 128,280 | $5.9M |
| Swiss National Bank | 0.00% | Add +1.9% | 115,200 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.2% | 110,960 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.4% | 108,422 | $5.0M |
| Point72 Asset Management | 0.01% | New | 95,945 | $4.4M |
| Franklin Resources Inc. | 0.00% | Add +1.7% | 89,609 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.5% | 83,349 | $3.8M |
| Bessemer Group Inc. | 0.01% | No change | 80,207 | $3.7M |
| California State Teachers Retirement System | 0.00% | Add +27.4% | 67,650 | $3.1M |
| HB Wealth Management, LLC | 0.02% | Add +1.5% | 67,330 | $3.1M |
| Prudential Financial Inc. | 0.00% | Add +0.9% | 67,275 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Add +21.9% | 72,085 | $3.0M |
| LPL Financial LLC | 0.00% | Add +24.2% | 64,283 | $3.0M |
| Deutsche Bank AG | 0.00% | Add +10.7% | 58,236 | $2.7M |
| Sterling Capital Management LLC | 0.04% | Reduce -4.1% | 56,631 | $2.6M |
| Citigroup Inc. | 0.00% | Add +44.5% | 56,285 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +8.3% | 54,456 | $2.5M |
| Lazard Asset Management LLC | 0.00% | Add +4.3% | 53,033 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.9% | 52,040 | $2.4M |
| Intech Investment Management LLC | 0.02% | Add +0.6% | 51,732 | $2.4M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Add +11.2% | 49,475 | $2.3M |
| Voya Investment Management LLC | 0.00% | Add +3.1% | 45,434 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.8% | 44,599 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -14.5% | 43,643 | $2.0M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 43,426 | $2.0M |
| Trexquant Investment LP | 0.01% | Reduce -63.7% | 43,270 | $2.0M |
| FMR LLC | 0.00% | Add +125.2% | 42,322 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -1.8% | 40,405 | $1.9M |
| Waverly Advisors, LLC | 0.01% | Add +9.8% | 39,645 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.3% | 38,485 | $1.8M |
| Wakefield Asset Management LLLP | 0.37% | Add +1.8% | 36,067 | $1.7M |
| Bokf, NA | 0.02% | Add +2.3% | 34,858 | $1.6M |
| Smith, Moore & Co. | 0.10% | New | 34,786 | $1.6M |
| Barclays PLC | 0.00% | Reduce -9.8% | 32,916 | $1.5M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -2.5% | 32,883 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +6.4% | 32,803 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +335.8% | 32,724 | $1.5M |
| Victory Capital Management Inc. | 0.00% | Add +1.1% | 32,572 | $1.5M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -2.7% | 32,221 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | No change | 31,700 | $1.5M |
| HUB Investment Partners, LLC | 0.03% | New | 31,636 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Add +251.0% | 30,976 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.4% | 30,462 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +226.2% | 28,173 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.5% | 27,887 | $1.3M |
| Wedge Capital Management L L P | 0.02% | Reduce -1.3% | 27,148 | $1.2M |
| Barlow Wealth Partners, LLC | 0.13% | No change | 26,864 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.7% | 26,167 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.0% | 25,839 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.9% | 25,700 | $1.2M |
| Jupiter Topco LLC | 0.00% | — | 25,094 | $1.2M |
| HSBC Holdings PLC | 0.00% | New | 24,900 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -36.8% | 25,044 | $1.2M |
| BankPlus Trust Department | 0.27% | Reduce -1.6% | 24,668 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +197.5% | 23,721 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -24.7% | 23,630 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 22,934 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +29.4% | 22,482 | $1.0M |
| ExodusPoint Capital Management, LP | 0.01% | New | 22,010 | $1.0M |
| Occudo Quantitative Strategies LP | 0.05% | New | 21,952 | $1.0M |
| Elo Mutual Pension Insurance Co | 0.01% | New | 21,731 | $1000K |
| Fifth Third Bancorp | 0.00% | Reduce -1.8% | 21,399 | $985K |
| Mirabella Financial Services LLP | 0.10% | New | 20,792 | $957K |
| New York State Common Retirement Fund | 0.00% | Add +2.1% | 19,813 | $912K |
| BNP Paribas Financial Markets | 0.00% | Add +58.0% | 19,733 | $908K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -33.7% | 19,300 | $887K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -9.5% | 17,883 | $823K |
| Jefferies Financial Group Inc. | 0.01% | Add +199.7% | 17,357 | $799K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.2% | 16,750 | $771K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,600 | $764K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.5% | 16,527 | $760K |
| Sei Investments Co. | 0.00% | Add +103.0% | 16,498 | $759K |
| Arizona State Retirement System | 0.00% | Add +1.2% | 15,838 | $729K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.0% | 15,782 | $726K |
| Amalgamated Bank | 0.01% | Reduce -7.2% | 15,681 | $721K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.9% | 15,652 | $720K |
| Huntington National Bank | 0.00% | Reduce -3.1% | 15,519 | $714K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,460 | $711K |
| EntryPoint Capital, LLC | 0.17% | No change | 15,441 | $710K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 15,382 | $708K |
| Natixis Advisors, LLC | 0.00% | Add +6.9% | 15,329 | $705K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 15,207 | $699K |
| Teacher Retirement System of Texas | 0.00% | Add +7.7% | 15,119 | $696K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.5% | 14,393 | $662K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 13,937 | $641K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.8% | 13,897 | $639K |
| Royal Bank of Canada | 0.00% | Add +8.6% | 13,580 | $624K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.5% | 13,249 | $610K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 12,781 | $588K |
| MML Investors Services, LLC | 0.00% | Add +40.0% | 12,698 | $584K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 12,688 | $584K |
| KLP Kapitalforvaltning As | 0.00% | No change | 12,600 | $580K |
| Alps Advisors Inc. | 0.00% | Add +1.1% | 12,252 | $564K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.0% | 12,175 | $560K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.7% | 12,123 | $558K |
| Sunburst Financial Group, LLC | 0.09% | Reduce -6.7% | 12,114 | $557K |
| GAMCO Investors | 0.01% | No change | 12,000 | $552K |
| Savant Capital, LLC | 0.00% | Add +106.4% | 12,463 | $550K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.2% | 11,938 | $549K |
| BTG Pactual Asset Management US LLC | 0.04% | New | 11,689 | $538K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.3% | 11,365 | $523K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -76.0% | 11,032 | $508K |
| Connable Office Inc. | 0.04% | Reduce -6.5% | 10,759 | $495K |
| Barnes Pettey Financial Advisors, LLC | 0.15% | Reduce -7.1% | 10,528 | $484K |
| Baird Financial Group, Inc. | 0.00% | Add +3.5% | 10,409 | $479K |
| Legacy Wealth Management, LLC / MS | 0.12% | No change | 10,300 | $474K |
| Cetera Investment Advisers | 0.00% | Add +12.8% | 10,134 | $466K |
| Captrust Financial Advisors | 0.00% | Add +4.3% | 9,895 | $455K |
| BankPlus Wealth Management LLC | 0.20% | Reduce -3.4% | 9,601 | $442K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 9,588 | $441K |
| Augustine Asset Management Inc. | 0.09% | Reduce -0.8% | 9,542 | $439K |
| Mariner, LLC | 0.00% | Reduce -52.6% | 9,285 | $427K |
| Resolute Wealth Strategies, LLC | 0.16% | Add +0.4% | 9,165 | $422K |
| Pictet Asset Management Holding SA | 0.00% | No change | 9,131 | $420K |
| Element Wealth, LLC | 0.16% | Add +0.0% | 9,026 | $415K |
| Fox Run Management, L.L.C. | 0.07% | New | 8,763 | $403K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,555 | $394K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.6% | 8,449 | $391K |
| ProShare Advisors LLC | 0.00% | Reduce -6.6% | 8,052 | $370K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -0.4% | 8,030 | $369K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 7,920 | $364K |
| Logan Capital Management Inc. | 0.01% | — | 7,778 | $358K |
| State of Wisconsin Investment Board | 0.00% | Add +36.9% | 7,670 | $353K |
| Swiss Life Asset Management Ltd | 0.00% | New | 7,523 | $346K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.7% | 7,272 | $335K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -3.7% | 7,100 | $327K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -0.6% | 6,713 | $309K |
| Contravisory Investment Management, Inc. | 0.05% | Add +2.4% | 6,615 | $304K |
| Abel Hall, LLC | 0.05% | Add +0.4% | 6,344 | $292K |
| Creative Planning | 0.00% | Add +1.0% | 6,123 | $282K |
| Maple Capital Management, Inc. | 0.02% | Reduce -54.6% | 6,000 | $276K |
| Arlington Trust Co LLC | 0.02% | Add +12.1% | 5,950 | $274K |
| Engineers Gate Manager LP | 0.00% | New | 5,940 | $273K |
| Corient Private Wealth LP | 0.00% | Add +18.2% | 5,877 | $270K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -74.7% | 5,811 | $267K |
| Cerity Partners LLC | 0.00% | Add +1.6% | 5,786 | $266K |
| Neuberger Berman Group LLC | 0.00% | Add +2.2% | 5,749 | $265K |
| DRW Securities, LLC | 0.02% | New | 5,697 | $262K |
| Citizens National Bank Trust Department | 0.04% | No change | 5,575 | $257K |
| Xponance LLC | 0.00% | Add +2.7% | 5,441 | $250K |
| Jump Financial, LLC | 0.00% | New | 5,217 | $240K |
| Ignite Planners, LLC | 0.03% | Reduce -96.4% | 5,188 | $239K |
| Profund Advisors LLC | 0.01% | Add +5.5% | 5,186 | $239K |
| Smith Shellnut Wilson LLC | 0.09% | No change | 5,165 | $238K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +13.3% | 5,114 | $235K |
| MQS Management LLC | 0.28% | New | 4,941 | $227K |
| Virtu Financial LLC | 0.01% | New | 4,922 | $226K |
| Inceptionr LLC | 0.06% | New | 4,892 | $225K |
| Regions Financial Corp. | 0.00% | No change | 4,789 | $220K |
| Silverlake Wealth Management LLC | 0.04% | Reduce -11.2% | 4,774 | $220K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 4,766 | $219K |
| Praxis Investment Management Inc. | 0.01% | No change | 4,750 | $219K |
| Principal Securities, Inc. | 0.00% | New | 4,751 | $219K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 4,625 | $213K |
| Jones Financial Companies LLLP | 0.00% | Add +7.6% | 4,470 | $208K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 4,507 | $207K |
| Bank of Montreal | 0.00% | New | 4,379 | $201K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 4,217 | $194K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 4,216 | $194K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,190 | $193K |
| GAMMA Investing LLC | 0.01% | Add +27.2% | 3,403 | $157K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,246 | $149K |
| Nisa Investment Advisors, LLC | 0.00% | Add +123.2% | 2,863 | $132K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -36.2% | 2,570 | $118K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 2,459 | $113K |
| Aquatic Capital Management LLC | 0.00% | New | 2,266 | $104K |
| KBC Group NV | 0.00% | No change | 2,223 | $102K |
| LSV Asset Management | 0.00% | No change | 2,100 | $97K |
| Amova Asset Management Americas, Inc. | 0.00% | New | 1,819 | $84K |
| IFG Advisory, LLC | 0.00% | New | 1,728 | $80K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 1,727 | $79K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,500 | $69K |
| IFP Advisors, Inc | 0.00% | Reduce -0.9% | 1,465 | $67K |
| Global Retirement Partners, LLC | 0.00% | — | 1,373 | $63K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +2.4% | 1,341 | $62K |
| Arax Advisory Partners | 0.00% | Add +212.7% | 1,210 | $56K |
| Atlantic Union Bankshares Corp | 0.00% | Add +137.7% | 1,174 | $54K |
| Assetmark, Inc. | 0.00% | Add +134.1% | 1,168 | $54K |
| Delta Asset Management LLC | 0.00% | No change | 1,060 | $49K |
| Osaic Holdings, Inc. | 0.00% | Add +63.9% | 1,011 | $47K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -1.4% | 924 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -48.6% | 851 | $39K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.7% | 839 | $39K |
| Blue Trust, Inc. | 0.00% | Add +0.6% | 798 | $37K |
| Richardson Financial Services Inc. | 0.02% | Reduce -12.8% | 757 | $35K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -46.4% | 634 | $29K |
| Versant Capital Management, Inc | 0.00% | No change | 627 | $29K |
| Nykredit A/S | 0.00% | — | 622 | $29K |
| Oakworth Capital, Inc. | 0.00% | No change | 601 | $28K |
| Smartleaf Asset Management LLC | 0.00% | No change | 471 | $22K |
| Triumph Capital Management | 0.00% | No change | 450 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.2% | 425 | $20K |
| Optiver Holding B.V. | 0.00% | Add +512.1% | 404 | $19K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -61.3% | 389 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 362 | $17K |
| UMB Bank, n.a. | 0.00% | Add +6.0% | 354 | $16K |
| SJS Investment Consulting Inc. | 0.00% | Add +2242.9% | 328 | $15K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 326 | $15K |
| Quantbot Technologies LP | 0.00% | New | 313 | $14K |
| Allworth Financial LP | 0.00% | Reduce -0.4% | 270 | $12K |
| Essential Partners LLC | 0.00% | No change | 196 | $9K |
| Bare Financial Services, Inc | 0.00% | No change | 195 | $9K |
| Continuum Advisory, LLC | 0.00% | New | 181 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 180 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 164 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 144 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 129 | $6K |
| CVA Family Office, LLC | 0.00% | Add +19.2% | 118 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.0% | 105 | $5K |
| Signaturefd, LLC | 0.00% | No change | 104 | $5K |
| True Wealth Design, LLC | 0.00% | Reduce -25.6% | 96 | $4K |
| Quarry LP | 0.00% | New | 96 | $4K |
| Fulcrum Asset Management LLP | 0.00% | New | 94 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +13.0% | 87 | $4K |
| Valued Wealth Advisors LLC | 0.00% | Add +49.1% | 85 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 84 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 80 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 67 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 64 | $3K |
| TD Capital Management LLC | 0.00% | Add +1.6% | 63 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +106.7% | 62 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +3.7% | 56 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 46 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 32 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 29 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 25 | $1K |
| Covestor Ltd | 0.00% | Add +250.0% | 14 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $599 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +18.2% | 13 | $598 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 13 | $598 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 12 | $553 |
| Rialto Wealth Management, LLC | 0.00% | Add +37.5% | 11 | $507 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 10 | $461 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 9 | $414 |
| Stone House Investment Management, LLC | 0.00% | No change | 6 | $276 |
| Financial Consulate, Inc. | 0.00% | No change | 5 | $231 |
| Ankerstar Wealth, LLC | 0.00% | New | 5 | $230 |
| LRI Investments, LLC | 0.00% | New | 4 | $184 |
| Davis Capital Management | 0.00% | New | 3 | $138 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $95 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2 | $93 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $51 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $47 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $46 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $46 |
| Evolution Advisers, Inc. | 0.00% | New | 7 | $0 |
| Navigoe, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is TRMK's weight in each manager's 13F, not the share of Trustmark Corp. the manager owns.