FULTON BANK, N.A.

PrivateCIK: 883782

Location

LANCASTER, PA

694

Positions

$3.27B

Total AUM (reported)

46.70M

Total Shares

Allocation by class

COM$905.25M27.7%

SH BEN INT$228.36M7.0%

T ROWE LARG CP I$91.29M2.8%

GQG PRTNR INST$84.14M2.6%

500INDEX ADMIR$83.67M2.6%

GROWTH ADVNTG I$82.62M2.5%

APPLIED FIN INST$82.47M2.5%

Portfolio Concentration

Top 3$403.79M12.3%

4–10$545.62M16.7%

11–25$653.80M20.0%

Rest$1.67B51.0%

Top 3 weight

12.3%

Top 10 weight

29.0%

Voting Authority Distribution

Total shares with voting rights: 46.70M

Sole

Full voting authority

42.34M

% of voting shares90.7%

Shared

Joint voting authority

38.46K

% of voting shares0.1%

None

No voting authority

4.33M

% of voting shares9.3%

Investment Discretion (by position count)

Sole694

Shared0

Other0

Dominant voting typeSole · 90.7% of voting shares

Institutional Holdings694

Rows:

VANGUARD INSTL INDEX FD

SOLE

SH BEN INT

Shares380.46K

TypeSH

Market value$228.36M

6.98%

Sole

380.46K

Shared

0.00

None

0.00

T ROWE PRICE EQUITY FUNDS IN

SOLE

T ROWE LARG CP I

Shares1.06M

TypeSH

Market value$91.29M

2.79%

Sole

1.06M

Shared

0.00

None

0.00

GOLDMAN SACHS TR II

SOLE

GQG PRTNR INST

Shares3.58M

TypeSH

Market value$84.14M

2.57%

Sole

2.94M

Shared

0.00

None

636.10K

VANGUARD INDEX FDS

SOLE

500INDEX ADMIR

Shares120.91K

TypeSH

Market value$83.67M

2.56%

Sole

29.53K

Shared

0.00

None

91.38K

JPMORGAN TR I

SOLE

GROWTH ADVNTG I

Shares1.87M

TypeSH

Market value$82.62M

2.52%

Sole

1.87M

Shared

0.00

None

0.00

WORLD FDS TR

SOLE

APPLIED FIN INST

Shares3.11M

TypeSH

Market value$82.47M

2.52%

Sole

2.24M

Shared

0.00

None

872.37K

APPLE INC

SOLE

COM

Shares270.03K

TypeSH

Market value$78.14M

2.39%

Sole

269.48K

Shared

550.00

None

0.00

SMEAD FDS TR

SOLE

VALUE FD Y

Shares790.02K

TypeSH

Market value$75.34M

2.30%

Sole

790.02K

Shared

0.00

None

0.00

TIAA-CREF FUND

SOLE

NUVEEN INDEX R6

Shares937.92K

TypeSH

Market value$74.89M

2.29%

Sole

937.92K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares342.31K

TypeSH

Market value$68.49M

2.09%

Sole

342.31K

Shared

0.00

None

0.00

PRINCIPAL FDS INC

SOLE

MIDCAP FD R6

Shares1.38M

TypeSH

Market value$55.92M

1.71%

Sole

1.38M

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares64.52K

TypeSH

Market value$48.32M

1.48%

Sole

64.52K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares69.48K

TypeSH

Market value$47.72M

1.46%

Sole

69.48K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GRW INDEX ADML

Shares174.13K

TypeSH

Market value$46.41M

1.42%

Sole

173.18K

Shared

948.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROF ETF

Shares1.10M

TypeSH

Market value$45.93M

1.40%

Sole

1.10M

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

DEV MKTS ADMR

Shares1.96M

TypeSH

Market value$45.03M

1.38%

Sole

1.72M

Shared

0.00

None

243.35K

VANGUARD INDEX FDS

SOLE

MDCAP INDX ADM

Shares111.12K

TypeSH

Market value$44.35M

1.36%

Sole

85.13K

Shared

617.00

None

25.36K

CAUSEWAY CAP MGMT TR

SOLE

INTL VAL INSTL

Shares1.71M

TypeSH

Market value$42.88M

1.31%

Sole

1.71M

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares114.95K

TypeSH

Market value$42.88M

1.31%

Sole

114.70K

Shared

257.00

None

0.00

DRIEHAUS MUT FDS

SOLE

SMALL GW INSTL

Shares1.22M

TypeSH

Market value$41.64M

1.27%

Sole

1.22M

Shared

0.00

None

0.00

JPMORGAN TR I

SOLE

LARGE CAP GWT R6

Shares418.91K

TypeSH

Market value$38.99M

1.19%

Sole

4.98K

Shared

0.00

None

413.93K

VANGUARD INDEX FDS

SOLE

SMCP INDEX ADM

Shares268.22K

TypeSH

Market value$38.93M

1.19%

Sole

190.90K

Shared

1.19K

None

76.13K

ADVISORS INNER CIRCLE FD III

SOLE

GQG PRTN INSTL

Shares2.09M

TypeSH

Market value$38.80M

1.19%

Sole

1.94M

Shared

0.00

None

150.63K

ALPHABET INC

SOLE

CAP STK CL A

Shares107.79K

TypeSH

Market value$38.52M

1.18%

Sole

107.79K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares301.67K

TypeSH

Market value$37.46M

1.14%

Sole

301.57K

Shared

100.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
VANGUARD INSTL INDEX FDSOLE	SH BEN INT	380.46K	SH	$228.36M 6.98%	380.46K	0.00	0.00
T ROWE PRICE EQUITY FUNDS INSOLE	T ROWE LARG CP I	1.06M	SH	$91.29M 2.79%	1.06M	0.00	0.00
GOLDMAN SACHS TR IISOLE	GQG PRTNR INST	3.58M	SH	$84.14M 2.57%	2.94M	0.00	636.10K
VANGUARD INDEX FDSSOLE	500INDEX ADMIR	120.91K	SH	$83.67M 2.56%	29.53K	0.00	91.38K
JPMORGAN TR ISOLE	GROWTH ADVNTG I	1.87M	SH	$82.62M 2.52%	1.87M	0.00	0.00
WORLD FDS TRSOLE	APPLIED FIN INST	3.11M	SH	$82.47M 2.52%	2.24M	0.00	872.37K
APPLE INCSOLE	COM	270.03K	SH	$78.14M 2.39%	269.48K	550.00	0.00
SMEAD FDS TRSOLE	VALUE FD Y	790.02K	SH	$75.34M 2.30%	790.02K	0.00	0.00
TIAA-CREF FUNDSOLE	NUVEEN INDEX R6	937.92K	SH	$74.89M 2.29%	937.92K	0.00	0.00
NVIDIA CORPORATIONSOLE	COM	342.31K	SH	$68.49M 2.09%	342.31K	0.00	0.00
PRINCIPAL FDS INCSOLE	MIDCAP FD R6	1.38M	SH	$55.92M 1.71%	1.38M	0.00	0.00
ISHARES TRSOLE	CORE S&P500 ETF	64.52K	SH	$48.32M 1.48%	64.52K	0.00	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	69.48K	SH	$47.72M 1.46%	69.48K	0.00	0.00
VANGUARD INDEX FDSSOLE	GRW INDEX ADML	174.13K	SH	$46.41M 1.42%	173.18K	948.00	0.00
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROF ETF	1.10M	SH	$45.93M 1.40%	1.10M	0.00	0.00
VANGUARD TAX-MANAGED FDSSOLE	DEV MKTS ADMR	1.96M	SH	$45.03M 1.38%	1.72M	0.00	243.35K
VANGUARD INDEX FDSSOLE	MDCAP INDX ADM	111.12K	SH	$44.35M 1.36%	85.13K	617.00	25.36K
CAUSEWAY CAP MGMT TRSOLE	INTL VAL INSTL	1.71M	SH	$42.88M 1.31%	1.71M	0.00	0.00
MICROSOFT CORPSOLE	COM	114.95K	SH	$42.88M 1.31%	114.70K	257.00	0.00
DRIEHAUS MUT FDSSOLE	SMALL GW INSTL	1.22M	SH	$41.64M 1.27%	1.22M	0.00	0.00
JPMORGAN TR ISOLE	LARGE CAP GWT R6	418.91K	SH	$38.99M 1.19%	4.98K	0.00	413.93K
VANGUARD INDEX FDSSOLE	SMCP INDEX ADM	268.22K	SH	$38.93M 1.19%	190.90K	1.19K	76.13K
ADVISORS INNER CIRCLE FD IIISOLE	GQG PRTN INSTL	2.09M	SH	$38.80M 1.19%	1.94M	0.00	150.63K
ALPHABET INCSOLE	CAP STK CL A	107.79K	SH	$38.52M 1.18%	107.79K	0.00	0.00
ISHARES TRSOLE	RUS 1000 GRW ETF	301.67K	SH	$37.46M 1.14%	301.57K	100.00	0.00

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