Titelia

Fund shareholders of Trustmark Corp

ISIN US8984021027 · United States · LEI 5493000HPQ4D2RZ79739

Fund shareholders
268
Of which ETFs
76 192 other funds
Value held
1.1B $ 13.2M SEK
Share of capital
42.7 % of 58.1M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,558,138149.9M $0.16 %6.13 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,785,82275.3M $0.00 %3.08 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,362,32757.4M $0.08 %2.35 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,290,68154.4M $0.03 %2.22 %as of Mar 31, 2026 ↗
Harbor Small Cap Value Fund HARBOR FUNDS 963,17142.7M $1.69 %1.66 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 849,95536.2M $0.15 %1.46 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 820,83734.6M $0.06 %1.41 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 784,05334.8M $0.19 %1.35 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 656,24727.7M $0.03 %1.13 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 559,78224.8M $0.16 %0.96 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 544,55624.2M $0.07 %0.94 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 533,51722.5M $0.16 %0.92 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 471,97219.9M $0.16 %0.81 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 462,93320.5M $0.15 %0.80 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 410,87017.3M $0.18 %0.71 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 398,53416.8M $0.45 %0.69 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 329,91614.6M $0.08 %0.57 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 313,55513.9M $0.19 %0.54 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 308,98613.7M $0.72 %0.53 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 307,79313.1M $0.03 %0.53 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 295,34512.4M $0.16 %0.51 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 291,48212.4M $0.06 %0.50 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 278,38611.9M $0.08 %0.48 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 276,91311.7M $0.91 %0.48 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 249,32310.5M $0.16 %0.43 %as of Mar 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 246,68010.9M $0.28 %0.42 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 214,7909.5M $0.01 %0.37 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 207,6719.2M $0.12 %0.36 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 205,6128.8M $0.16 %0.35 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 194,5648.6M $0.06 %0.34 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 165,5847.1M $0.07 %0.29 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 156,6706.6M $0.16 %0.27 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 152,4926.4M $0.16 %0.26 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 147,3326.5M $0.01 %0.25 %as of Apr 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 145,5006.1M $0.51 %0.25 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 134,8166M $0.02 %0.23 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 131,4695.6M $0.23 %0.23 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 122,2005.1M $0.27 %0.21 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 120,8775.4M $0.07 %0.21 %as of Apr 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 118,0245M $0.14 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 111,1804.7M $0.00 %0.19 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 107,3534.8M $0.01 %0.18 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 102,0654.5M $0.41 %0.18 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 98,6624.4M $0.71 %0.17 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 95,8304.1M $0.03 %0.17 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 95,4374.1M $0.16 %0.16 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 91,8123.9M $0.16 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 91,5483.9M $0.00 %0.16 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 89,6263.8M $0.08 %0.15 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 78,9083.5M $0.04 %0.14 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 68,0512.9M $0.16 %0.12 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 67,2642.9M $0.17 %0.12 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 66,6093M $0.07 %0.11 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 65,2292.7M $0.00 %0.11 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 65,2032.9M $0.12 %0.11 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 64,9332.7M $0.15 %0.11 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 62,9602.8M $0.08 %0.11 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 58,9022.5M $0.07 %0.10 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 58,4442.5M $0.17 %0.10 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 51,7132.3M $0.02 %0.09 %as of Apr 30, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 51,6502.2M $1.25 %0.09 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 50,3332.1M $0.16 %0.09 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 49,4242.2M $0.18 %0.09 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,1382.1M $0.04 %0.08 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 47,4022M $1.33 %0.08 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 47,1922.1M $0.07 %0.08 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 46,3842.1M $0.15 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 46,3512.1M $0.00 %0.08 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 45,4252M $0.28 %0.08 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 44,2482M $0.00 %0.08 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 43,8981.9M $0.78 %0.08 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 41,7371.8M $0.16 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 41,2891.8M $0.16 %0.07 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 39,3891.7M $0.16 %0.07 %as of Mar 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 38,9081.6M $0.51 %0.07 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 37,6781.7M $0.07 %0.06 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 37,0111.6M $0.02 %0.06 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 36,8791.6M $0.08 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 35,6331.5M $0.00 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 35,3271.6M $0.00 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 34,7321.5M $0.01 %0.06 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 34,5731.5M $0.23 %0.06 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 34,4201.5M $0.40 %0.06 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 34,0331.5M $0.30 %0.06 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 32,7911.4M $0.16 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 31,0811.3M $0.00 %0.05 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 30,7721.3M $0.08 %0.05 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 30,6201.3M $0.08 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,6091.4M $0.00 %0.05 %as of Apr 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 30,1841.3M $0.19 %0.05 %as of Feb 28, 2026 ↗
Small Cap Value Fund Northern Funds 29,6171.2M $0.20 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 29,3141.3M $0.15 %0.05 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 28,7031.2M $0.05 %0.05 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 28,1421.2M $0.78 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 27,7081.2M $0.00 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 25,7911.1M $0.08 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 24,8711M $0.01 %0.04 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 24,6751.1M $0.13 %0.04 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 23,8921.1M $0.07 %0.04 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 23,6461M $0.01 %0.04 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Harbor Small Cap Value Fund HARBOR FUNDS 1.69 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 1.33 %as of Mar 31, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 1.25 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.20 %as of Mar 31, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 1.11 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 0.91 %as of Mar 31, 2026 ↗
PROFUND VP BANKS ProFunds 0.88 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0.78 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.78 %as of Feb 28, 2026 ↗
Simplicity Småbolag Global Simplicity AB 0.78 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2265+724,735,745+2.7 %
2026Q1258-1124,078,253+0.2 %
2025Q4269-124,019,055-4.1 %
2025Q3270+125,047,429-3.9 %
2025Q2269+1326,055,512+0.1 %
2025Q1256+1826,025,896-3.1 %
2024Q4238+126,848,274+0.5 %
2024Q3237-226,727,956+0.7 %
2024Q2239026,542,633+11.1 %
2024Q1239-1423,888,014-6.4 %
2023Q425325,515,348

Institutional managers

263 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.8,301,225349.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,897,556164.2M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,294,097138.8M $as of Mar 31, 2026
STATE STREET CORP2,974,965125.4M $as of Mar 31, 2026
EARNEST PARTNERS LLC2,532,602106.7M $as of Mar 31, 2026
North Reef Capital Management LP1,952,93082.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,514,60163.8M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,266,29953.4M $as of Mar 31, 2026
UBS Group AG861,24836.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC779,06932.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC730,37530.8M $as of Mar 31, 2026
NORTHERN TRUST CORP646,86227.3M $as of Mar 31, 2026
Bank of New York Mellon Corp485,98720.5M $as of Mar 31, 2026
FEDERATED HERMES, INC.446,44218.8M $as of Mar 31, 2026
MORGAN STANLEY444,49618.7M $as of Mar 31, 2026
Newport Trust Company, LLC408,56417.2M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC398,31516.8M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP395,70216.7M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP379,96516M $as of Mar 31, 2026
Nuveen, LLC371,01115.6M $as of Mar 31, 2026
Fisher Asset Management, LLC370,50915.6M $as of Mar 31, 2026
Clark Capital Management Group, Inc.361,38715.2M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC351,65514.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/316,77213.3M $as of Mar 31, 2026
TRUSTMARK BANK TRUST DEPARTMENT286,25812.1M $as of Mar 31, 2026

Declared shareholders of Trustmark Corp

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.03 %3,555,591as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.10 %2,974,965as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.07 %2,986,819as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Trustmark Corp

5 funds declare 5 bond lines of this company. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Performance Trust Total Return Bond Fund116M $as of Feb 28, 2026
Performance Trust Multisector Bond Fund12M $as of Feb 28, 2026
VELA SHORT DURATION FUND1417K $as of Mar 31, 2026
VELA INCOME OPPORTUNITIES FUND1349.2K $as of Mar 31, 2026
Performance Trust Short Term Bond ETF1253K $as of Feb 28, 2026
Cite this page

Titelia. "Fund shareholders of Trustmark Corp". https://titelia.com/en/stocks/trustmark-corp-US8984021027