PrimericaPRI
13F holders, Q2 2025 (June 30)517holders +6
56new positions
53sold out
11famous investors
$273.63avg. 13F price*
At the end of Q2 2025, 517 institutions reported holding Primerica Inc. (PRI) in their 13F filings, up 6 from Q1 2025. 56 opened new positions and 53 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($953.1M), Vanguard Group Inc. ($947.2M) and BlackRock, Inc. ($837.6M). 11 famous investors held it, including Glenn Greenberg (5.2% of Brave Warrior Advisors's portfolio), Ron Baron (1.2% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Primerica Inc.
- CUSIP
- 74164M108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $60.0M |
| Exits | 53 | $50.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,136,069 shares bought and 1,757,866 shares sold, net −621,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 517 holders
| Kayne Anderson Rudnick Investment Management LLC | 2.27% | Reduce -2.3% | 3,482,586 | $953.1M |
| Vanguard Group Inc. | 0.02% | Reduce -0.9% | 3,461,068 | $947.2M |
| BlackRock, Inc. | 0.02% | Reduce -1.2% | 3,060,727 | $837.6M |
| FMR LLC | 0.04% | Reduce -2.3% | 2,883,611 | $789.2M |
| Baron Capital (BAMCO) | 1.18% | Reduce -0.9% | 1,588,874 | $434.8M |
| Burgundy Asset Management Ltd. | 3.55% | Add +1.8% | 1,333,473 | $364.9M |
| State Street Corp. | 0.01% | Reduce -5.0% | 1,051,231 | $287.7M |
| Brave Warrior Advisors | 5.17% | Reduce -1.3% | 823,992 | $225.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -9.4% | 742,906 | $203.3M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.1% | 610,804 | $167.1M |
| Lyrical Asset Management LP | 2.05% | Reduce -10.6% | 519,340 | $142.1M |
| Fiduciary Management Inc. | 1.29% | Reduce -0.4% | 489,084 | $133.8M |
| First Trust Advisors LP | 0.10% | Add +35.9% | 437,925 | $119.8M |
| Agf Management Ltd. | 0.52% | Reduce -34.4% | 416,917 | $114.1M |
| Wells Fargo & Company | 0.02% | Reduce -4.3% | 324,845 | $88.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.6% | 319,789 | $87.5M |
| Northern Trust Corp. | 0.01% | Reduce -5.7% | 318,711 | $87.2M |
| Bank of New York Mellon Corp | 0.02% | Add +1.0% | 318,653 | $87.2M |
| AQR Capital Management | 0.06% | Reduce -12.3% | 277,021 | $74.8M |
| Fuller & Thaler Asset Management, Inc. | 0.26% | Reduce -0.4% | 262,746 | $71.9M |
| Westfield Capital Management Co. LP | 0.29% | Reduce -9.4% | 250,151 | $68.5M |
| Quantum Capital Management, LLC / NJ | 6.92% | Reduce -10.1% | 233,959 | $64.0M |
| Millennium Management | 0.05% | Add +89.5% | 211,057 | $57.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +40.2% | 206,582 | $56.5M |
| FIL Ltd | 0.04% | Add +17.2% | 188,567 | $51.6M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +1.8% | 187,003 | $51.2M |
| Nuveen, LLC | 0.01% | Reduce -66.7% | 182,429 | $49.9M |
| Morgan Stanley | 0.00% | Reduce -4.3% | 180,187 | $49.3M |
| Qube Research & Technologies Ltd | 0.07% | Add +21.7% | 171,172 | $46.8M |
| Royal London Asset Management Ltd. | 0.10% | Reduce -1.6% | 158,256 | $43.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +16.6% | 151,216 | $41.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.6% | 144,738 | $39.6M |
| JPMorgan Chase & Co. | 0.00% | Add +26.2% | 136,315 | $37.3M |
| Academy Capital Management | 5.30% | Reduce -0.1% | 135,698 | $37.1M |
| Invesco Ltd. | 0.01% | Reduce -11.0% | 135,348 | $37.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +30.5% | 133,692 | $36.6M |
| Raymond James Financial Inc. | 0.01% | Add +3.6% | 129,237 | $35.4M |
| PhiloSmith Capital Corp | 9.00% | No change | 118,200 | $32.3M |
| American Century Companies Inc. | 0.02% | Add +16.1% | 109,933 | $30.1M |
| Natixis Advisors, LLC | 0.05% | Reduce -2.9% | 105,038 | $28.7M |
| California Public Employees Retirement System | 0.02% | Reduce -7.5% | 101,582 | $27.8M |
| Copeland Capital Management, LLC | 0.56% | New | 100,212 | $27.4M |
| Los Angeles Capital Management LLC | 0.10% | Reduce -2.7% | 97,090 | $26.6M |
| Man Group plc | 0.05% | Add +12.6% | 90,777 | $24.8M |
| Rhumbline Advisers | 0.02% | Reduce -2.1% | 90,544 | $24.8M |
| Sei Investments Co. | 0.03% | Add +7.1% | 84,671 | $23.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.0% | 74,511 | $20.4M |
| Prospector Partners LLC | 2.34% | Reduce -5.1% | 72,982 | $20.0M |
| D. E. Shaw & Co. | 0.02% | Add +41.7% | 71,019 | $19.4M |
| Schroder Investment Management Group | 0.02% | Add +1.3% | 70,077 | $19.2M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 67,900 | $18.6M |
| UBS Group AG | 0.00% | Reduce -29.1% | 67,066 | $18.4M |
| Danske Bank A/S | 0.05% | Add +18.6% | 66,546 | $18.2M |
| Swiss National Bank | 0.01% | Reduce -2.3% | 63,200 | $17.3M |
| Running Oak Capital LLC | 1.87% | Add +8.1% | 61,440 | $16.8M |
| WCM Investment Management, LLC | 0.04% | Add +5.9% | 61,375 | $16.5M |
| Tudor Investment Corporation | 0.12% | Add +178.9% | 60,112 | $16.5M |
| Bank of America Corp. | 0.00% | Reduce -28.4% | 59,505 | $16.3M |
| Voloridge Investment Management, LLC | 0.06% | Add +3.0% | 59,129 | $16.2M |
| Victory Capital Management Inc. | 0.01% | Add +3.2% | 56,969 | $15.6M |
| Brandywine Global Investment Management, LLC | 0.11% | Add +29.9% | 56,791 | $15.5M |
| Ameriprise Financial Inc. | 0.00% | Add +8.9% | 56,576 | $15.5M |
| Prana Capital Management, LP | 0.54% | Add +78.4% | 54,484 | $14.9M |
| Two Sigma Investments, LP | 0.03% | Add +437.8% | 53,574 | $14.7M |
| Artemis Investment Management LLP | 0.16% | No change | 45,604 | $12.5M |
| Stifel Financial Corp. | 0.01% | Add +6.9% | 44,903 | $12.3M |
| Aptus Capital Advisors, LLC | 0.12% | Add +9.6% | 44,693 | $12.2M |
| EULAV Asset Management | 0.29% | No change | 44,400 | $12.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.1% | 43,394 | $11.9M |
| Regions Financial Corp. | 0.08% | Add +2.6% | 42,507 | $11.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.1% | 41,078 | $11.2M |
| Retirement Systems of Alabama | 0.04% | Reduce -1.1% | 40,161 | $11.0M |
| Gotham Asset Management | 0.06% | Add +11.5% | 39,032 | $10.7M |
| Mutual of America Capital Management LLC | 0.11% | Add +1.7% | 37,757 | $10.3M |
| Renaissance Technologies | 0.01% | Reduce -40.8% | 37,300 | $10.2M |
| Callan Family Office, LLC | 0.29% | Add +936.5% | 33,447 | $9.2M |
| Marks Group Wealth Management, Inc | 0.85% | Add +2.0% | 33,254 | $9.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +19.9% | 33,048 | $9.0M |
| Public Sector Pension Investment Board | 0.04% | Add +0.8% | 32,699 | $8.9M |
| Cubist Systematic Strategies, LLC | 0.09% | Add +151.7% | 31,479 | $8.6M |
| Logan Capital Management Inc. | 0.40% | Reduce -21.2% | 31,429 | $8.6M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -0.7% | 31,373 | $8.6M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 31,239 | $8.5M |
| Parkwood LLC | 0.75% | Add +10.6% | 29,911 | $8.2M |
| Comerica Bank | 0.03% | Reduce -11.3% | 29,321 | $8.0M |
| Van Eck Associates Corp. | 0.01% | Reduce -11.3% | 28,477 | $7.8M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +63.8% | 28,174 | $7.7M |
| Trexquant Investment LP | 0.08% | Reduce -42.4% | 27,438 | $7.5M |
| Prudential Financial Inc. | 0.01% | Add +3.3% | 25,241 | $7.5M |
| Teacher Retirement System of Texas | 0.03% | Add +2.3% | 27,144 | $7.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.1% | 25,872 | $7.1M |
| ExodusPoint Capital Management, LP | 0.08% | Add +140.4% | 24,564 | $6.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.5% | 24,265 | $6.6M |
| Bank of Montreal | 0.00% | Reduce -30.6% | 24,101 | $6.6M |
| Algert Global LLC | 0.14% | Reduce -2.4% | 23,731 | $6.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.3% | 22,844 | $6.3M |
| LPL Financial LLC | 0.00% | Add +122.7% | 22,344 | $6.1M |
| Jane Street Group, LLC | 0.01% | Add +54.7% | 21,954 | $6.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +21.1% | 21,855 | $6.0M |
| Bridgewater Associates | 0.02% | Reduce -23.7% | 21,799 | $6.0M |
| Harbor Capital Advisors, Inc. | 0.24% | Add +28.0% | 20,788 | $5.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 20,104 | $5.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -7.7% | 19,956 | $5.5M |
| Franklin Resources Inc. | 0.00% | Reduce -34.8% | 19,109 | $5.2M |
| JLB & Associates Inc. | 0.70% | Reduce -3.7% | 18,456 | $5.1M |
| Barclays PLC | 0.00% | Reduce -4.5% | 18,450 | $5.0M |
| HRT Financial LP | 0.02% | New | 18,377 | $5.0M |
| Sovereign's Capital Management, LLC | 2.67% | Add +10.1% | 18,204 | $5.0M |
| Two Sigma Advisers, LP | 0.01% | Add +752.4% | 17,900 | $4.9M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -53.8% | 17,881 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.9% | 17,877 | $4.9M |
| Prescott Group Capital Management, L.L.C. | 0.57% | No change | 17,743 | $4.9M |
| Quantbot Technologies LP | 0.12% | Add +2108.6% | 17,735 | $4.9M |
| MetLife Investment Management, LLC | 0.03% | Reduce -4.5% | 17,696 | $4.8M |
| Capital Fund Management S.A. | 0.05% | Add +37.6% | 17,606 | $4.8M |
| Quantinno Capital Management LP | 0.02% | Add +8.6% | 17,580 | $4.8M |
| Engineers Gate Manager LP | 0.06% | Reduce -31.1% | 16,799 | $4.6M |
| &partners | 0.04% | Add +6.0% | 16,767 | $4.6M |
| NewEdge Wealth, LLC | 0.07% | Reduce -7.2% | 17,881 | $4.6M |
| Magnetar Financial LLC | 0.02% | Reduce -10.0% | 16,383 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.4% | 16,179 | $4.4M |
| Zacks Investment Management | 0.04% | Add +0.3% | 15,462 | $4.2M |
| Treasurer of the State of North Carolina | 0.01% | Add +1.3% | 15,404 | $4.2M |
| Holocene Advisors, LP | 0.01% | Add +183.3% | 15,291 | $4.2M |
| Vest Financial, LLC | 0.06% | Add +23.8% | 15,170 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -1.8% | 15,019 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -43.9% | 14,877 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +24.3% | 14,246 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 14,180 | $3.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -36.0% | 14,029 | $3.8M |
| Brevan Howard Capital Management LP | 0.04% | Add +87.7% | 13,722 | $3.8M |
| Intech Investment Management LLC | 0.03% | Add +1.4% | 13,304 | $3.6M |
| Dorsey Wright & Associates | 0.86% | New | 13,243 | $3.6M |
| SVB Wealth LLC | 0.19% | Reduce -40.2% | 13,169 | $3.6M |
| Illinois Municipal Retirement Fund | 0.05% | Add +93.8% | 13,164 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +2.3% | 12,977 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +27.6% | 12,650 | $3.5M |
| New York State Teachers Retirement System | 0.01% | No change | 12,330 | $3.4M |
| Jump Financial, LLC | 0.04% | New | 12,297 | $3.4M |
| Blair William & Co. | 0.01% | Add +3.9% | 11,864 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.6% | 11,833 | $3.2M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.2% | 11,463 | $3.1M |
| Voya Investment Management LLC | 0.00% | Add +29.7% | 11,258 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 11,220 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -82.8% | 11,207 | $3.1M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +4.2% | 10,978 | $3.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 10,784 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 10,460 | $2.9M |
| Allen Investment Management, LLC | 0.03% | No change | 10,398 | $2.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -23.8% | 10,267 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.0% | 10,236 | $2.8M |
| Aquatic Capital Management LLC | 0.06% | Add +150.9% | 10,230 | $2.8M |
| AlphaQuest LLC | 0.27% | Reduce -0.2% | 10,157 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -11.8% | 10,075 | $2.8M |
| Nebula Research & Development LLC | 0.23% | Add +0.3% | 9,688 | $2.7M |
| Arizona State Retirement System | 0.02% | Add +0.9% | 9,658 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.7% | 9,568 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Add +17.1% | 9,361 | $2.6M |
| Brant Point Investment Management LLC | 0.58% | Add +11.3% | 9,347 | $2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +7.2% | 9,339 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.8% | 9,226 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.1% | 9,200 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Add +0.1% | 9,185 | $2.5M |
| Granite Investment Partners, LLC | 0.12% | Reduce -14.1% | 9,077 | $2.5M |
| Allianz Asset Management GmbH | 0.00% | Reduce -3.8% | 9,074 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +431.8% | 8,950 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -5.4% | 8,800 | $2.4M |
| Handelsbanken Fonder AB | 0.01% | Reduce -4.5% | 8,537 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +5.8% | 8,442 | $2.3M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -10.0% | 8,373 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +19.3% | 8,370 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -18.6% | 8,370 | $2.3M |
| Worldquant Millennium Advisors LLC | 0.01% | New | 8,368 | $2.3M |
| Amundi | 0.00% | Reduce -1.6% | 8,232 | $2.3M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Reduce -54.4% | 8,006 | $2.2M |
| State of Michigan Retirement System | 0.01% | Reduce -1.3% | 7,919 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.1% | 7,737 | $2.1M |
| Wbi Investments, LLC | 0.54% | Reduce -25.1% | 7,559 | $2.1M |
| QSV Equity Investors LLC | 2.15% | Reduce -0.4% | 7,543 | $2.1M |
| World Investment Advisors | 0.05% | Add +49.2% | 7,517 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.1% | 7,337 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +92.1% | 7,191 | $2.0M |
| New Age Alpha Advisors, LLC | 0.09% | Add +6.0% | 7,160 | $2.0M |
| Lanark Financial, Inc. | 0.16% | Add +3.5% | 7,020 | $1.9M |
| First Citizens Bank & Trust Co. | 0.03% | Add +70.3% | 7,016 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 6,800 | $1.9M |
| James Investment Research, Inc. | 0.22% | Reduce -0.5% | 6,719 | $1.8M |
| Empowered Funds, LLC | 0.02% | Add +8.1% | 6,695 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.5% | 6,678 | $1.8M |
| Edgestream Partners, L.P. | 0.05% | Reduce -76.1% | 6,648 | $1.8M |
| SkyView Investment Advisors, LLC | 0.26% | Add +3.2% | 6,758 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +121.2% | 6,604 | $1.8M |
| STRS Ohio | 0.01% | Reduce -2.1% | 6,548 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -2.8% | 6,380 | $1.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -66.6% | 6,107 | $1.7M |
| TD Asset Management Inc | 0.00% | Reduce -31.6% | 6,103 | $1.7M |
| Townsquare Capital LLC | 0.16% | Reduce -12.8% | 5,997 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Reduce -2.7% | 5,989 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | New | 5,861 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +354.8% | 5,840 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.2% | 5,824 | $1.6M |
| Creative Planning | 0.00% | Reduce -4.1% | 5,762 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 5,757 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.5% | 5,652 | $1.5M |
| Gsa Capital Partners LLP | 0.11% | Add +0.2% | 5,498 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -8.4% | 5,474 | $1.5M |
| Tidal Investments LLC | 0.01% | Reduce -2.6% | 5,474 | $1.5M |
| Ausbil Investment Management Ltd | 0.85% | No change | 5,329 | $1.5M |
| Vise Technologies, Inc. | 0.06% | — | 5,285 | $1.4M |
| Vestcor Inc | 0.04% | No change | 5,196 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.7% | 5,133 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.3% | 5,044 | $1.4M |
| Redwood Investment Management, LLC | 0.15% | New | 5,029 | $1.4M |
| NJ State Employees Deferred Compensation Plan | 0.16% | No change | 5,000 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.1% | 5,000 | $1.4M |
| Dixon Fnancial Services, Inc. | 0.67% | No change | 4,857 | $1.3M |
| Ritholtz Wealth Management | 0.03% | Add +104.8% | 4,846 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +18.7% | 4,811 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.6% | 4,798 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | No change | 4,676 | $1.3M |
| Great Lakes Advisors, LLC | 0.01% | Add +0.8% | 4,657 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | No change | 4,588 | $1.3M |
| Impact Capital Partners LLC | 0.41% | Reduce -1.1% | 4,542 | $1.2M |
| Quantum Private Wealth, LLC | 0.40% | No change | 4,470 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.4% | 4,370 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -17.1% | 4,309 | $1.2M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | New | 4,303 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -13.5% | 4,157 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +5.2% | 4,134 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.8% | 4,049 | $1.1M |
| ELCO Management Co., LLC | 0.57% | No change | 4,000 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.2% | 3,866 | $1.1M |
| Xponance LLC | 0.01% | Reduce -4.6% | 3,765 | $1.0M |
| Wesbanco Bank Inc. | 0.03% | No change | 3,651 | $999K |
| Centiva Capital, LP | 0.07% | Add +53.4% | 3,607 | $987K |
| Dana Investment Advisors, Inc. | 0.03% | No change | 3,582 | $980K |
| Integrated Wealth Concepts LLC | 0.01% | Add +63.6% | 3,504 | $959K |
| Point72 Asset Management | 0.00% | New | 3,500 | $958K |
| MML Investors Services, LLC | 0.00% | Add +240.9% | 3,467 | $949K |
| New York Life Investment Management LLC | 0.01% | Reduce -3.1% | 3,457 | $946K |
| Erste Asset Management GmbH | 0.01% | No change | 3,500 | $940K |
| Meeder Advisory Services, Inc. | 0.05% | Reduce -1.1% | 3,399 | $930K |
| Cwm, LLC | 0.00% | Reduce -35.8% | 3,271 | $895K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.2% | 3,231 | $884K |
| Connable Office Inc. | 0.09% | No change | 3,212 | $879K |
| Meritage Portfolio Management | 0.06% | Add +2.9% | 3,205 | $877K |
| Mirabella Financial Services LLP | 0.09% | Reduce -73.5% | 3,190 | $877K |
| Entropy Technologies, LP | 0.07% | New | 3,200 | $876K |
| MGB Wealth Management, LLC | 0.28% | Reduce -9.6% | 3,142 | $857K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.1% | 3,068 | $840K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.9% | 3,067 | $839K |
| Bryce Point Capital, LLC | 0.71% | New | 3,061 | $838K |
| Ethic Inc. | 0.01% | Add +0.3% | 3,116 | $837K |
| Mariner, LLC | 0.00% | Reduce -11.9% | 3,048 | $834K |
| Curated Wealth Partners LLC | 0.10% | No change | 3,039 | $832K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.9% | 3,035 | $831K |
| Macquarie Group Ltd. | 0.00% | Reduce -5.5% | 3,016 | $825K |
| Everhart Financial Group, Inc. | 0.09% | Add +5.7% | 2,988 | $818K |
| Cynosure Group, LLC | 0.09% | Add +23.7% | 2,983 | $816K |
| Numerai GP LLC | 0.12% | Add +3.3% | 2,928 | $801K |
| Sendero Wealth Management, LLC | 0.10% | No change | 2,871 | $786K |
| M&T Bank Corp | 0.00% | Reduce -1.6% | 2,836 | $776K |
| Boston Partners | 0.00% | New | 2,835 | $775K |
| D.A. Davidson & Co. | 0.01% | No change | 2,768 | $758K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.3% | 2,758 | $755K |
| Freestone Grove Partners LP | 0.01% | Add +145.8% | 2,748 | $752K |
| Cibc World Market Inc. | 0.00% | Reduce -7.2% | 2,735 | $748K |
| Osaic Holdings, Inc. | 0.00% | Add +12.6% | 2,663 | $729K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +18.5% | 2,657 | $727K |
| Verition Fund Management LLC | 0.00% | Reduce -44.0% | 2,590 | $709K |
| Graham Capital Management, L.P. | 0.02% | Add +123.0% | 2,551 | $698K |
| Securian Asset Management, Inc. | 0.02% | No change | 2,523 | $690K |
| Shell Asset Management Co. | 0.02% | Reduce -14.8% | 2,520 | $690K |
| Quadrant Capital Group LLC | 0.02% | Add +21.7% | 2,516 | $689K |
| R Squared Ltd | 0.37% | Add +76.7% | 2,438 | $667K |
| Mgo One Seven LLC | 0.02% | Reduce -24.6% | 2,404 | $658K |
| Argent Trust Co | 0.02% | Add +6.4% | 2,357 | $645K |
| EntryPoint Capital, LLC | 0.32% | Add +37.3% | 2,335 | $639K |
| Brown Advisory Inc. | 0.00% | Reduce -4.9% | 2,274 | $622K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.0% | 2,247 | $615K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,233 | $611K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.11% | Add +1261.3% | 2,219 | $607K |
| Readystate Asset Management LP | 0.05% | New | 2,209 | $605K |
| Sterling Capital Management LLC | 0.01% | Add +18.8% | 2,195 | $601K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 2,189 | $599K |
| Becker Capital Management Inc. | 0.02% | No change | 2,165 | $592K |
| BTC Capital Management, Inc. | 0.05% | Add +4.0% | 2,160 | $589K |
| Mutual Advisors, LLC | 0.01% | Add +41.8% | 2,191 | $582K |
| Banque Cantonale Vaudoise | 0.02% | No change | 2,115 | $579K |
| Inceptionr LLC | 0.13% | Add +55.8% | 2,031 | $556K |
| Sylvest Advisors, LLC | 0.32% | No change | 2,000 | $547K |
| State of Wyoming | 0.07% | New | 1,955 | $535K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,960 | $525K |
| Assetmark, Inc. | 0.00% | Add +7.1% | 1,904 | $521K |
| Intrust Bank NA | 0.05% | No change | 1,899 | $520K |
| Aviva PLC | 0.00% | New | 1,880 | $515K |
| Sherbrooke Park Advisers LLC | 0.21% | New | 1,788 | $489K |
| Flputnam Investment Management Co. | 0.01% | Reduce -6.9% | 1,781 | $487K |
| Vident Advisory, LLC | 0.01% | Add +3.2% | 1,776 | $486K |
| Utah Retirement Systems | 0.01% | Reduce -3.2% | 1,743 | $477K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -56.5% | 1,714 | $469K |
| Jones Financial Companies LLLP | 0.00% | Add +27.7% | 1,719 | $462K |
| Maridea Wealth Management LLC | 0.12% | Add +4.9% | 1,680 | $460K |
| VestGen Investment Management | 0.33% | New | 1,676 | $459K |
| MQS Management LLC | 0.25% | Add +95.6% | 1,672 | $458K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.8% | 1,656 | $453K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.2% | 1,623 | $444K |
| Fifth Third Bancorp | 0.00% | Add +2.0% | 1,611 | $441K |
| Radnor Capital Management, LLC | 0.07% | No change | 1,600 | $438K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,574 | $431K |
| Bridges Investment Management Inc. | 0.01% | No change | 1,571 | $430K |
| Inspire Advisors, LLC | 0.04% | Add +2.3% | 1,562 | $427K |
| HSBC Holdings PLC | 0.00% | Reduce -32.8% | 1,537 | $421K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -20.0% | 1,532 | $419K |
| SG Americas Securities, LLC | 0.00% | Add +11.4% | 1,522 | $417K |
| PFW Advisors LLC | 0.13% | No change | 1,521 | $416K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 1,511 | $414K |
| Dark Forest Capital Management LP | 0.02% | New | 1,475 | $404K |
| Petros Family Wealth, LLC | 0.36% | No change | 1,459 | $399K |
| ProShare Advisors LLC | 0.00% | Add +2.5% | 1,457 | $399K |
| Seeds Investor LLC | 0.09% | Reduce -10.7% | 1,456 | $398K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,450 | $397K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.3% | 1,445 | $395K |
| Captrust Financial Advisors | 0.00% | Reduce -36.3% | 1,412 | $386K |
| HB Wealth Management, LLC | 0.00% | Reduce -32.5% | 1,409 | $386K |
| CIBC Private Wealth Group LLC | 0.00% | Add +30.2% | 1,396 | $382K |
| Advisors Asset Management, Inc. | 0.01% | Add +1.8% | 1,382 | $378K |
| Versor Investments LP | 0.06% | Add +40.2% | 1,332 | $365K |
| Klingman & Associates, LLC | 0.02% | New | 1,322 | $362K |
| Parkside Financial Bank & Trust | 0.04% | Add +1199.0% | 1,299 | $355K |
| Commerce Bank | 0.00% | Reduce -87.3% | 1,299 | $355K |
| IFP Advisors, Inc | 0.01% | Add +1.7% | 1,284 | $351K |
| GAMMA Investing LLC | 0.02% | Reduce -18.1% | 1,276 | $349K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +7.0% | 1,259 | $345K |
| Machina Capital S.A.S. | 0.07% | Reduce -20.3% | 1,231 | $337K |
| Jain Global LLC | 0.01% | New | 1,213 | $332K |
| Shelton Capital Management | 0.01% | No change | 1,198 | $328K |
| Focus Partners Wealth | 0.00% | Reduce -15.4% | 1,182 | $323K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 1,177 | $322K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -9.5% | 1,169 | $320K |
| CIBC Asset Management Inc | 0.00% | No change | 1,129 | $309K |
| NDVR, Inc. | 0.28% | Add +1.3% | 1,098 | $300K |
| Brookstone Capital Management | 0.00% | No change | 1,084 | $297K |
| Wealth Alliance, LLC | 0.03% | Add +2.4% | 1,081 | $296K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -1.1% | 1,065 | $292K |
| Olympiad Research LP | 0.47% | Add +3.9% | 1,061 | $290K |
| IFC Advisors LLC | 0.05% | Reduce -0.7% | 1,053 | $288K |
| Benjamin Edwards Inc. | 0.00% | Add +43.0% | 1,035 | $283K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | New | 1,025 | $281K |
| Baird Financial Group, Inc. | 0.00% | New | 1,012 | $277K |
| Pitcairn Co. | 0.02% | Reduce -20.9% | 1,006 | $275K |
| Riverwater Partners LLC | 0.13% | Add +0.4% | 1,004 | $275K |
| Mayfair Advisory Group, LLC | 0.13% | Add +0.6% | 1,058 | $273K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.4% | 985 | $270K |
| PharVision Advisers, LLC | 0.39% | New | 982 | $269K |
| SummitTX Capital, L.P. | 0.01% | New | 976 | $267K |
| Martingale Asset Management L P | 0.01% | No change | 940 | $257K |
| CW Advisors, LLC | 0.00% | Add +7.9% | 924 | $253K |
| Institute for Wealth Management, LLC. | 0.03% | Add +0.3% | 922 | $252K |
| Ballentine Partners, LLC | 0.00% | No change | 915 | $250K |
| Blue Square Asset Management, LLC | 0.12% | No change | 913 | $250K |
| Gallacher Capital Management LLC | 0.12% | New | 910 | $249K |
| Fullcircle Wealth LLC | 0.09% | Add +10.8% | 931 | $247K |
| Prelude Capital Management, LLC | 0.02% | Reduce -9.0% | 899 | $246K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -60.1% | 893 | $244K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.7% | 893 | $244K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -25.1% | 884 | $242K |
| KBC Group NV | 0.00% | Reduce -36.9% | 886 | $242K |
| HBW Advisory Services LLC | 0.03% | No change | 866 | $237K |
| Swiss Life Asset Management Ltd | 0.00% | New | 855 | $234K |
| Burns Matteson Capital Management, LLC | 0.11% | New | 849 | $232K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 848 | $232K |
| Applied Finance Capital Management, LLC | 0.02% | No change | 839 | $230K |
| 1832 Asset Management L.P. | 0.00% | Reduce -3.5% | 836 | $229K |
| denkapparat Operations GmbH | 0.18% | Add +13.7% | 832 | $228K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +4.3% | 823 | $225K |
| Full Sail Capital, LLC | 0.01% | Add +5.0% | 820 | $224K |
| Legacy Capital Group California, Inc. | 0.06% | New | 814 | $223K |
| AE Wealth Management LLC | 0.00% | Add +0.6% | 802 | $220K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -5.6% | 799 | $219K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -3.4% | 796 | $218K |
| Lido Advisors, LLC | 0.00% | New | 795 | $218K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 792 | $217K |
| Gator Capital Management, LLC | 0.07% | No change | 790 | $216K |
| Ascent Group, LLC | 0.01% | Add +7.4% | 785 | $215K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -57.4% | 784 | $215K |
| SlateStone Wealth, LLC | 0.02% | Add +0.1% | 782 | $214K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 774 | $212K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 770 | $211K |
| Forthright Family Wealth Advisory LLC | 0.13% | No change | 763 | $209K |
| Profund Advisors LLC | 0.01% | Reduce -6.5% | 762 | $209K |
| Manchester Capital Management LLC | 0.03% | Add +18425.0% | 741 | $203K |
| Citizens Financial Group Inc. | 0.00% | Add +1.1% | 739 | $202K |
| X-Square Capital, LLC | 0.07% | No change | 735 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -68.5% | 704 | $196K |
| United Community Bank | 0.07% | Add +0.7% | 715 | $196K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 659 | $180K |
| US Bancorp \de | 0.00% | Reduce -10.6% | 644 | $176K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 631 | $173K |
| Huntington National Bank | 0.00% | Add +5.8% | 619 | $169K |
| Point72 (DIFC) Ltd | 0.01% | Add +25.4% | 613 | $168K |
| Blue Trust, Inc. | 0.00% | Add +15.7% | 582 | $159K |
| Signaturefd, LLC | 0.00% | Add +1.6% | 502 | $137K |
| PEAK6 LLC | 0.00% | Add +55.3% | 458 | $125K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 435 | $119K |
| TD Private Client Wealth LLC | 0.00% | Add +2.9% | 433 | $118K |
| UMB Bank, n.a. | 0.00% | Reduce -5.5% | 429 | $117K |
| NewEdge Advisors, LLC | 0.00% | No change | 396 | $108K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -72.9% | 377 | $103K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 348 | $95K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 330 | $90K |
| Geneos Wealth Management Inc. | 0.00% | Add +24.3% | 327 | $89K |
| Quarry LP | 0.02% | Add +91.7% | 324 | $89K |
| GeoWealth Management, LLC | 0.00% | New | 317 | $87K |
| Allworth Financial LP | 0.00% | Reduce -2.5% | 315 | $86K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +72.2% | 310 | $85K |
| CI Investments Inc. | 0.00% | Reduce -17.2% | 299 | $82K |
| City State Bank | 0.03% | No change | 294 | $80K |
| Steph & Co. | 0.02% | New | 278 | $76K |
| HM Payson & Co. | 0.00% | No change | 277 | $76K |
| Covestor Ltd | 0.04% | Add +152.7% | 235 | $64K |
| Parallel Advisors, LLC | 0.00% | Reduce -25.4% | 229 | $63K |
| MAI Capital Management | 0.00% | Add +160.9% | 227 | $62K |
| Bessemer Group Inc. | 0.00% | Reduce -21.3% | 229 | $62K |
| Arax Advisory Partners | 0.00% | Add +36.5% | 213 | $58K |
| Hemington Wealth Management | 0.01% | Reduce -2.7% | 215 | $58K |
| Bokf, NA | 0.00% | No change | 200 | $55K |
| Global Retirement Partners, LLC | 0.00% | — | 192 | $53K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 190 | $52K |
| Clearstead Advisors, LLC | 0.00% | Add +106.7% | 186 | $51K |
| Principal Securities, Inc. | 0.00% | Add +144.0% | 183 | $50K |
| Essential Partners LLC | 0.02% | — | 181 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | Add +413.3% | 154 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Add +108.5% | 148 | $41K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -19.2% | 147 | $40K |
| Versant Capital Management, Inc | 0.01% | Reduce -67.8% | 137 | $37K |
| ORG Partners LLC | 0.01% | No change | 126 | $35K |
| First Horizon Advisors, Inc. | 0.00% | Add +1714.3% | 127 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 120 | $33K |
| V-Square Quantitative Management LLC | 0.00% | No change | 116 | $32K |
| Hilltop National Bank | 0.01% | — | 113 | $31K |
| Larson Financial Group LLC | 0.00% | Reduce -25.7% | 104 | $28K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 103 | $28K |
| Simplex Trading, LLC | 0.00% | New | 99 | $27K |
| Brooklyn Investment Group | 0.00% | Add +21.0% | 98 | $27K |
| Optiver Holding B.V. | 0.00% | Reduce -4.3% | 88 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.2% | 84 | $23K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 81 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 80 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 70 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -22.7% | 68 | $19K |
| Centerpoint Advisors, LLC | 0.01% | New | 67 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 65 | $18K |
| Rise Advisors, LLC | 0.01% | Add +1.6% | 62 | $17K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -63.5% | 61 | $17K |
| Hillsdale Investment Management Inc. | 0.00% | New | 60 | $16K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 50 | $14K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -62.6% | 46 | $13K |
| Dogwood Wealth Management LLC | 0.01% | New | 45 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -63.6% | 43 | $12K |
| National Bank of Canada | 0.00% | Add +400.0% | 40 | $11K |
| LRI Investments, LLC | 0.00% | New | 39 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 38 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 37 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -53.2% | 37 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 34 | $9K |
| Pandora Wealth, Inc. | 0.01% | New | 30 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 30 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Add +57.9% | 30 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +12.5% | 27 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 27 | $7K |
| Anchor Investment Management, LLC | 0.00% | Reduce -50.0% | 25 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 23 | $6K |
| Evergreen Private Wealth LLC | 0.00% | New | 21 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 17 | $5K |
| TD Capital Management LLC | 0.00% | No change | 16 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 16 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 16 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 14 | $4K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -69.6% | 14 | $4K |
| WPG Advisers, LLC | 0.00% | Add +160.0% | 13 | $4K |
| S&T Bank | 0.00% | Add +100.0% | 12 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -8.3% | 11 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 10 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 9 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 9 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 9 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 9 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $2K |
| Clearstead Trust, LLC | 0.00% | Reduce -56.3% | 7 | $2K |
| First Pacific Financial | 0.00% | No change | 7 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 5 | $1K |
| Sachetta, LLC | 0.00% | No change | 5 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -44.4% | 5 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 5 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $1K |
| Cromwell Holdings LLC | 0.00% | New | 4 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -96.4% | 4 | $1K |
| Avion Wealth | 0.00% | Add +66.7% | 5 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $822 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $821 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $821 |
| Creative Financial Designs Inc. | 0.00% | No change | 3 | $821 |
| NewSquare Capital LLC | 0.00% | Reduce -66.7% | 3 | $821 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -75.0% | 2 | $548 |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 2 | $547 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $547 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $534 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $528 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $279 |
| Raleigh Capital Management Inc. | 0.00% | New | 1 | $275 |
| Quaker Wealth Management, LLC | 0.00% | — | 1 | $274 |
| Stephens Consulting, LLC | 0.00% | New | 1 | $274 |
| SouthState Bank Corp | 0.00% | No change | 1 | $274 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 1 | $274 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $274 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $274 |
"% of holder's portfolio" is PRI's weight in each manager's 13F, not the share of Primerica Inc. the manager owns.