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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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 the fund files. It is not a share of the debt, because 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