PrimericaPRI
13F holders, Q1 2026 (March 31)511holders −3
49new positions
48sold out
9famous investors
$250.42avg. 13F price*
At the end of Q1 2026, 511 institutions reported holding Primerica Inc. (PRI) in their 13F filings, down 3 from Q4 2025. 49 opened new positions and 48 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($769.4M), BlackRock, Inc. ($750.1M) and FMR LLC ($708.2M). 9 famous investors held it, including Glenn Greenberg (5.5% of Brave Warrior Advisors's portfolio), Ron Baron (0.7% of Baron Capital (BAMCO)'s portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Primerica Inc.
- CUSIP
- 74164M108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $76.0M |
| Exits | 48 | $123.9M |
All 13F filers, Q4 2025 → Q1 2026: 1,463,186 shares bought and 1,795,349 shares sold, net −332,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| Kayne Anderson Rudnick Investment Management LLC | 2.26% | Reduce -3.0% | 3,071,590 | $769.4M |
| BlackRock, Inc. | 0.01% | Add +1.4% | 2,994,602 | $750.1M |
| FMR LLC | 0.04% | Reduce -1.2% | 2,827,218 | $708.2M |
| Vanguard Portfolio Management LLC | 0.02% | — | 1,831,548 | $458.8M |
| Vanguard Capital Management LLC | 0.01% | — | 1,432,793 | $358.9M |
| Bank of Montreal | 0.13% | Reduce -4.1% | 1,257,398 | $315.0M |
| State Street Corp. | 0.01% | Reduce -0.1% | 1,003,384 | $251.3M |
| Brave Warrior Advisors | 5.45% | Add +12.7% | 879,323 | $220.3M |
| Geode Capital Management, LLC | 0.01% | Add +9.7% | 870,269 | $218.0M |
| Baron Capital (BAMCO) | 0.65% | Reduce -24.1% | 860,026 | $215.4M |
| Fiduciary Management Inc. | 2.15% | Add +13.2% | 692,022 | $173.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.2% | 650,578 | $162.9M |
| First Trust Advisors LP | 0.09% | Add +4.7% | 529,207 | $132.6M |
| Lyrical Asset Management LP | 1.93% | Reduce -6.5% | 506,040 | $126.8M |
| Agf Management Ltd. | 0.49% | Add +2.4% | 430,753 | $107.9M |
| Invesco Ltd. | 0.01% | Reduce -0.0% | 357,615 | $89.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.0% | 326,524 | $81.8M |
| Fuller & Thaler Asset Management, Inc. | 0.27% | Add +12.1% | 319,301 | $80.0M |
| Bank of New York Mellon Corp | 0.01% | Add +0.8% | 314,134 | $78.7M |
| Northern Trust Corp. | 0.01% | Add +2.0% | 292,285 | $73.2M |
| Wells Fargo & Company | 0.01% | Reduce -6.0% | 280,126 | $70.2M |
| AQR Capital Management | 0.03% | Add +19.3% | 264,769 | $66.1M |
| Quantum Capital Management, LLC / NJ | 8.04% | Reduce -1.1% | 250,901 | $62.8M |
| Life Cycle Investment Partners Ltd | 0.39% | Add +55.6% | 245,193 | $61.4M |
| Morgan Stanley | 0.00% | Reduce -4.1% | 214,699 | $53.8M |
| Nordea Investment Management AB | 0.05% | Add +0.1% | 216,463 | $53.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 198,196 | $49.6M |
| FIL Ltd | 0.04% | Reduce -9.8% | 182,415 | $45.7M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -0.0% | 174,500 | $43.7M |
| Millennium Management | 0.03% | Reduce -18.6% | 172,800 | $43.3M |
| Royal London Asset Management Ltd. | 0.08% | Add +0.4% | 157,531 | $39.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.1% | 150,946 | $37.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.1% | 142,582 | $35.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.1% | 141,362 | $35.4M |
| American Century Companies Inc. | 0.02% | Add +7.4% | 138,641 | $34.7M |
| Raymond James Financial Inc. | 0.01% | Add +1.8% | 134,815 | $33.8M |
| Academy Capital Management | 4.65% | Reduce -1.8% | 129,888 | $32.5M |
| Quantinno Capital Management LP | 0.05% | Add +62.2% | 122,988 | $30.8M |
| PhiloSmith Capital Corp | 8.44% | No change | 118,200 | $29.6M |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 112,800 | $27.9M |
| Nuveen, LLC | 0.01% | Reduce -2.2% | 110,857 | $27.8M |
| Arbejdsmarkedets Tillaegspension | 0.63% | Add +9.8% | 100,979 | $25.3M |
| ProShare Advisors LLC | 0.04% | Add +7646.8% | 99,159 | $24.8M |
| Rhumbline Advisers | 0.02% | Add +6.3% | 91,580 | $22.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.8% | 91,381 | $22.9M |
| Copeland Capital Management, LLC | 0.50% | Reduce -0.6% | 90,649 | $22.7M |
| Natixis Advisors, LLC | 0.03% | Add +3.8% | 81,145 | $20.3M |
| EULAV Asset Management | 0.62% | Add +63.0% | 77,256 | $19.4M |
| Man Group plc | 0.04% | Reduce -5.6% | 77,092 | $19.3M |
| California Public Employees Retirement System | 0.01% | Reduce -5.3% | 76,543 | $19.2M |
| UBS Group AG | 0.00% | Reduce -43.5% | 74,329 | $18.6M |
| Jones Financial Companies LLLP | 0.01% | Add +2668.3% | 74,662 | $18.4M |
| D. E. Shaw & Co. | 0.02% | Reduce -21.9% | 72,013 | $18.0M |
| Principal Financial Group Inc. | 0.01% | Add +3.7% | 71,241 | $17.8M |
| Capricorn Fund Managers Ltd | 2.66% | New | 68,041 | $17.0M |
| Alps Advisors Inc. | 0.08% | Reduce -4.6% | 66,426 | $16.6M |
| Sei Investments Co. | 0.02% | Reduce -2.8% | 65,201 | $16.3M |
| Swiss National Bank | 0.01% | Reduce -1.2% | 63,140 | $15.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 61,809 | $15.5M |
| Victory Capital Management Inc. | 0.01% | Add +58.8% | 61,360 | $15.4M |
| WCM Investment Management, LLC | 0.04% | Reduce -2.2% | 62,011 | $15.3M |
| Running Oak Capital LLC | 1.92% | Reduce -2.5% | 56,681 | $14.2M |
| Gator Capital Management, LLC | 3.02% | Add +407.4% | 56,575 | $14.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +73.0% | 54,407 | $13.6M |
| Renaissance Technologies | 0.02% | New | 52,820 | $13.2M |
| Aptus Capital Advisors, LLC | 0.11% | Add +1.0% | 52,105 | $13.1M |
| Bridgewater Associates | 0.06% | Reduce -19.0% | 51,645 | $12.9M |
| Mackenzie Financial Corp. | 0.02% | New | 50,825 | $12.7M |
| Public Sector Pension Investment Board | 0.04% | Add +33.8% | 50,461 | $12.6M |
| Gotham Asset Management | 0.04% | Add +35.1% | 49,677 | $12.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.9% | 45,943 | $11.5M |
| Danske Bank A/S | 0.03% | Reduce -58.1% | 45,716 | $11.5M |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 45,005 | $11.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.7% | 43,264 | $11.2M |
| Legal & General Group Plc | 0.00% | Reduce -14.9% | 42,184 | $10.6M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 42,103 | $10.5M |
| Franklin Resources Inc. | 0.00% | Add +98.9% | 41,749 | $10.5M |
| Artemis Investment Management LLP | 0.11% | Reduce -1.7% | 40,934 | $10.3M |
| Regions Financial Corp. | 0.06% | Reduce -6.5% | 39,513 | $9.9M |
| Retirement Systems of Alabama | 0.03% | Add +2.1% | 39,127 | $9.8M |
| California State Teachers Retirement System | 0.01% | Add +19.6% | 37,259 | $9.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -60.3% | 36,101 | $9.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -81.3% | 35,784 | $9.0M |
| Stifel Financial Corp. | 0.01% | Reduce -7.4% | 34,452 | $8.6M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -21.6% | 33,124 | $8.3M |
| Callan Family Office, LLC | 0.18% | Add +1.4% | 31,429 | $7.9M |
| Parkwood LLC | 0.70% | Reduce -5.7% | 31,347 | $7.9M |
| Amundi | 0.00% | Add +5.5% | 31,334 | $7.8M |
| Voya Investment Management LLC | 0.01% | Add +21.0% | 31,293 | $7.8M |
| State of Alaska, Department of Revenue | 0.08% | Add +0.1% | 30,874 | $7.7M |
| Van Eck Associates Corp. | 0.01% | Add +3.7% | 30,277 | $7.6M |
| Teacher Retirement System of Texas | 0.03% | Add +5.7% | 30,095 | $7.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 29,056 | $7.3M |
| Algert Global LLC | 0.10% | No change | 27,721 | $6.9M |
| Vest Financial, LLC | 0.08% | Add +20.6% | 26,372 | $6.6M |
| Marks Group Wealth Management, Inc | 0.63% | Reduce -10.4% | 25,903 | $6.5M |
| Callahan Advisors, LLC | 0.53% | Add +38.5% | 25,340 | $6.3M |
| KBC Group NV | 0.02% | Add +2664.8% | 24,496 | $6.1M |
| Caisse de depot et placement du Quebec | 0.01% | New | 24,158 | $6.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +0.3% | 24,035 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +4.5% | 23,014 | $5.8M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -36.7% | 22,858 | $5.7M |
| Corient Private Wealth LP | 0.01% | Add +82.1% | 22,820 | $5.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -10.0% | 22,485 | $5.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 21,408 | $5.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 21,327 | $5.3M |
| Prana Capital Management, LP | 0.15% | Reduce -71.3% | 19,740 | $4.9M |
| Barclays PLC | 0.00% | Reduce -15.9% | 19,675 | $4.9M |
| Panagora Asset Management Inc. | 0.02% | Add +764.5% | 19,529 | $4.9M |
| &partners | 0.02% | Add +1.9% | 19,312 | $4.8M |
| Squarepoint Ops LLC | 0.01% | New | 18,892 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.2% | 18,426 | $4.6M |
| New York State Common Retirement Fund | 0.01% | No change | 17,877 | $4.5M |
| Prescott Group Capital Management, L.L.C. | 0.44% | No change | 17,743 | $4.4M |
| JLB & Associates Inc. | 0.63% | Reduce -6.6% | 17,443 | $4.4M |
| XTX Topco Ltd | 0.07% | Add +108.8% | 16,969 | $4.3M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | No change | 16,607 | $4.2M |
| Sovereign's Capital Management, LLC | 3.02% | Reduce -3.6% | 16,397 | $4.1M |
| Fifth Third Bancorp | 0.01% | Add +1140.6% | 16,227 | $4.1M |
| Zacks Investment Management | 0.03% | Add +5.2% | 16,192 | $4.1M |
| Susquehanna Fundamental Investments, LLC | 0.15% | New | 15,981 | $4.0M |
| MetLife Investment Management, LLC | 0.02% | Add +0.6% | 15,699 | $3.9M |
| Woodline Partners LP | 0.01% | New | 15,426 | $3.9M |
| Jane Street Group, LLC | 0.00% | Add +928.1% | 15,350 | $3.8M |
| NewEdge Wealth, LLC | 0.05% | Reduce -10.6% | 15,312 | $3.8M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -10.1% | 15,297 | $3.8M |
| Illinois Municipal Retirement Fund | 0.05% | Add +29.1% | 14,989 | $3.8M |
| Amalgamated Bank | 0.03% | Add +2.3% | 14,513 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.0% | 14,296 | $3.6M |
| Janus Henderson Group PLC | 0.00% | No change | 14,029 | $3.5M |
| Ritholtz Wealth Management | 0.06% | Reduce -16.5% | 13,799 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 13,613 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 13,598 | $3.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -20.8% | 13,066 | $3.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 12,923 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 12,537 | $3.1M |
| Bessemer Group Inc. | 0.00% | Add +0.1% | 12,475 | $3.1M |
| Oxbow Advisors, LLC | 0.27% | Add +1.3% | 12,430 | $3.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -27.1% | 12,169 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.2% | 12,132 | $3.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 11,894 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +21.3% | 11,753 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -1.1% | 11,695 | $2.9M |
| Boston Partners | 0.00% | Add +2.9% | 11,415 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.0% | 10,994 | $2.8M |
| Capital Fund Management S.A. | 0.02% | Reduce -43.2% | 10,981 | $2.8M |
| Vista Investment Partners LLC | 0.72% | Add +3.4% | 10,870 | $2.7M |
| Wbi Investments, LLC | 0.73% | Add +24.2% | 10,593 | $2.7M |
| Millington Securities, LLC | 0.73% | — | 10,593 | $2.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -8.9% | 10,514 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 10,220 | $2.6M |
| Ellsworth Advisors, LLC | 0.48% | Add +13.9% | 10,156 | $2.5M |
| Creative Planning | 0.00% | Add +51.3% | 9,907 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.1% | 9,649 | $2.4M |
| Alpine Woods Capital Investors, LLC | 0.58% | New | 9,643 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 9,525 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | Add +5.7% | 9,300 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.7% | 9,256 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | No change | 9,140 | $2.3M |
| Citigroup Inc. | 0.00% | Add +22.2% | 9,087 | $2.3M |
| Atria Investments, Inc | 0.03% | Reduce -1.0% | 9,054 | $2.3M |
| Arizona State Retirement System | 0.01% | Reduce -2.5% | 8,780 | $2.2M |
| Oak Thistle LLC | 0.21% | Add +81.8% | 8,776 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.3% | 8,682 | $2.2M |
| World Investment Advisors | 0.03% | Add +10.0% | 8,618 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 8,537 | $2.1M |
| Allen Investment Management, LLC | 0.03% | No change | 8,513 | $2.1M |
| Caxton Associates LLP | 0.05% | Add +23.9% | 8,472 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -64.5% | 8,274 | $2.1M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 8,156 | $2.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +945.4% | 7,914 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 7,997 | $2.0M |
| State of Michigan Retirement System | 0.01% | Add +2.7% | 7,719 | $1.9M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +10.8% | 7,642 | $1.9M |
| Diversified Management Inc. | 0.33% | New | 7,605 | $1.9M |
| Lanark Financial, Inc. | 0.14% | Add +2.2% | 7,549 | $1.9M |
| Summit Trail Advisors, LLC | 0.03% | Add +20.8% | 7,448 | $1.9M |
| Engineers Gate Manager LP | 0.02% | Reduce -55.1% | 7,415 | $1.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -63.2% | 7,393 | $1.9M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | New | 7,393 | $1.9M |
| TD Asset Management Inc | 0.00% | Add +2.2% | 7,380 | $1.8M |
| Schroder Investment Management Group | 0.00% | Reduce -9.2% | 7,447 | $1.8M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -30.4% | 7,286 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +100.2% | 7,079 | $1.8M |
| SkyView Investment Advisors, LLC | 0.24% | Add +3.7% | 7,199 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 7,191 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 7,150 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +1.4% | 7,130 | $1.8M |
| New Mexico Educational Retirement Board | 0.05% | No change | 6,800 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.8% | 6,598 | $1.7M |
| Vista Investment Partners Ii, LLC | 0.73% | Reduce -0.1% | 6,517 | $1.6M |
| SVB Wealth LLC | 0.11% | Reduce -25.0% | 6,507 | $1.6M |
| Tidal Investments LLC | 0.01% | Add +8.2% | 6,504 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +1.7% | 6,452 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -26.8% | 6,388 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -36.5% | 5,938 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +0.5% | 5,880 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +25.8% | 5,785 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.7% | 5,739 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.2% | 5,719 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.7% | 5,691 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -35.1% | 5,631 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.9% | 5,419 | $1.4M |
| Caprock Group, LLC | 0.03% | Add +77.5% | 5,333 | $1.3M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +6.4% | 5,269 | $1.3M |
| Townsquare Capital LLC | 0.30% | Add +1.0% | 5,237 | $1.3M |
| Allstate Corp. | 0.01% | New | 5,220 | $1.3M |
| Vise Technologies, Inc. | 0.03% | No change | 5,055 | $1.3M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -12.2% | 5,087 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +8.1% | 5,077 | $1.3M |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.0% | 5,065 | $1.3M |
| Occudo Quantitative Strategies LP | 0.07% | Reduce -51.6% | 4,437 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.6% | 4,928 | $1.2M |
| Dixon Fnancial Services, Inc. | 0.55% | No change | 4,857 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +66.8% | 4,778 | $1.2M |
| Sendero Wealth Management, LLC | 0.13% | Add +14.4% | 4,572 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -20.7% | 4,429 | $1.1M |
| James Investment Research, Inc. | 0.13% | Reduce -2.7% | 4,476 | $1.1M |
| Quantum Private Wealth, LLC | 0.35% | No change | 4,470 | $1.1M |
| Great Lakes Advisors, LLC | 0.01% | Add +1.8% | 4,470 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.3% | 4,461 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.6% | 4,379 | $1.1M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | No change | 4,360 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -14.1% | 4,176 | $1.0M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -2.1% | 4,076 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.0% | 4,015 | $1.0M |
| ELCO Management Co., LLC | 0.48% | No change | 4,000 | $1.0M |
| Impact Capital Partners LLC | 0.30% | Add +3.9% | 3,976 | $996K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -89.1% | 3,971 | $995K |
| New York Life Investment Management LLC | 0.01% | Add +35.4% | 3,962 | $992K |
| Curated Wealth Partners LLC | 0.12% | Reduce -0.8% | 3,958 | $991K |
| Xponance LLC | 0.01% | Add +29.0% | 3,924 | $983K |
| Dana Investment Advisors, Inc. | 0.03% | Add +4.3% | 3,865 | $968K |
| Deutsche Bank AG | 0.00% | Reduce -68.2% | 3,854 | $965K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.8% | 3,833 | $960K |
| Pacer Advisors, Inc. | 0.00% | Add +1.1% | 3,790 | $949K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -41.9% | 3,750 | $939K |
| Captrust Financial Advisors | 0.00% | Add +143.7% | 3,692 | $925K |
| Wesbanco Bank Inc. | 0.03% | No change | 3,651 | $915K |
| Avior Wealth Management, LLC | 0.03% | Reduce -5.1% | 3,646 | $913K |
| Entropy Technologies, LP | 0.04% | Add +87.2% | 3,583 | $897K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.0% | 3,225 | $808K |
| Connable Office Inc. | 0.08% | No change | 3,212 | $805K |
| Ausbil Investment Management Ltd | 0.39% | No change | 3,099 | $787K |
| Freestone Grove Partners LP | 0.01% | Add +276.3% | 3,074 | $770K |
| Federated Hermes, Inc. | 0.00% | Add +18.9% | 3,050 | $764K |
| Quadrant Capital Group LLC | 0.02% | Add +8.8% | 3,004 | $752K |
| National Bank of Canada | 0.00% | Add +0.8% | 2,933 | $735K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -13.1% | 2,912 | $729K |
| Ethic Inc. | 0.01% | Reduce -31.5% | 2,903 | $727K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -43.0% | 2,808 | $703K |
| BTC Capital Management, Inc. | 0.05% | Add +13.7% | 2,797 | $701K |
| D.A. Davidson & Co. | 0.00% | No change | 2,786 | $698K |
| Daiwa Securities Group Inc. | 0.00% | Add +26.4% | 2,780 | $696K |
| M&T Bank Corp | 0.00% | Add +1.1% | 2,711 | $679K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -15.7% | 2,668 | $668K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 2,635 | $660K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -53.7% | 2,628 | $658K |
| Mgo One Seven LLC | 0.01% | Add +9.2% | 2,583 | $647K |
| EntryPoint Capital, LLC | 0.19% | No change | 2,531 | $634K |
| Assetmark, Inc. | 0.00% | Add +9.6% | 2,503 | $627K |
| Mutual Advisors, LLC | 0.01% | Add +1.9% | 2,444 | $612K |
| Maridea Wealth Management LLC | 0.09% | Add +15.1% | 2,444 | $612K |
| Everhart Financial Group, Inc. | 0.05% | Reduce -7.9% | 2,368 | $593K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.1% | 2,335 | $585K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.4% | 2,334 | $585K |
| Securian Asset Management, Inc. | 0.02% | No change | 2,323 | $582K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.2% | 2,315 | $580K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.5% | 2,307 | $578K |
| Cwm, LLC | 0.00% | Add +1.7% | 2,292 | $574K |
| Kera Capital Partners, Inc. | 0.07% | Add +52.5% | 2,283 | $572K |
| Baker Ellis Asset Management LLC | 0.07% | No change | 2,281 | $571K |
| GAMMA Investing LLC | 0.03% | Add +32.2% | 2,273 | $569K |
| CenterBook Partners LP | 0.03% | New | 2,258 | $566K |
| Brown Advisory Inc. | 0.00% | Add +4.4% | 2,195 | $550K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -20.2% | 2,131 | $534K |
| Cerity Partners LLC | 0.00% | New | 2,083 | $522K |
| Erste Asset Management GmbH | 0.00% | Reduce -8.7% | 2,100 | $519K |
| Dark Forest Capital Management LP | 0.05% | New | 2,064 | $517K |
| Sylvest Advisors, LLC | 0.27% | No change | 2,000 | $501K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,960 | $492K |
| Argos Wealth Advisors, LLC | 0.14% | No change | 1,963 | $492K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -22.9% | 1,867 | $468K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -49.1% | 1,866 | $467K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 1,853 | $464K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 1,852 | $464K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.0% | 1,830 | $458K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +18.2% | 1,800 | $451K |
| Quantbot Technologies LP | 0.02% | Reduce -46.2% | 1,795 | $450K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +110.5% | 1,793 | $449K |
| HSBC Holdings PLC | 0.00% | Reduce -74.8% | 1,788 | $448K |
| Lecap Asset Management Ltd. | 0.16% | Reduce -43.6% | 1,737 | $435K |
| Koshinski Asset Management, Inc. | 0.03% | New | 1,714 | $429K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,714 | $429K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.4% | 1,703 | $427K |
| Utah Retirement Systems | 0.00% | Reduce -3.1% | 1,689 | $423K |
| Virtu Financial LLC | 0.02% | Add +12.3% | 1,685 | $422K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,617 | $405K |
| Radnor Capital Management, LLC | 0.06% | No change | 1,600 | $401K |
| Becker Capital Management Inc. | 0.01% | Reduce -0.1% | 1,590 | $398K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,574 | $394K |
| Mirabella Financial Services LLP | 0.04% | Reduce -44.8% | 1,562 | $391K |
| PFW Advisors LLC | 0.12% | No change | 1,521 | $381K |
| Benjamin Edwards Inc. | 0.00% | Reduce -12.1% | 1,517 | $380K |
| Brooklyn Investment Group | 0.01% | New | 1,513 | $379K |
| Intrust Bank NA | 0.03% | Reduce -19.8% | 1,513 | $379K |
| Riverwater Partners LLC | 0.12% | Add +10.1% | 1,489 | $373K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -95.4% | 1,486 | $372K |
| Boothbay Fund Management, LLC | 0.01% | Add +59.9% | 1,473 | $369K |
| Vident Advisory, LLC | 0.00% | Add +18.6% | 1,426 | $357K |
| Advisory Alpha, LLC | 0.01% | Reduce -13.4% | 1,425 | $357K |
| Seeds Investor LLC | 0.05% | Reduce -3.4% | 1,327 | $355K |
| Petros Family Wealth, LLC | 0.25% | Add +5.2% | 1,405 | $352K |
| Vestcor Inc | 0.01% | No change | 1,373 | $344K |
| Rockefeller Capital Management L.P. | 0.00% | Add +59.2% | 1,361 | $341K |
| AlphaGrep UK Ltd | 0.10% | Reduce -24.5% | 1,350 | $338K |
| Cetera Investment Advisers | 0.00% | Reduce -16.0% | 1,350 | $338K |
| Stephens Inc. | 0.00% | Add +31.9% | 1,345 | $337K |
| Crestwood Advisors Group, LLC | 0.01% | Add +15.2% | 1,343 | $336K |
| Bridges Investment Management Inc. | 0.00% | Reduce -13.2% | 1,330 | $333K |
| Childress Capital Advisors, LLC | 0.06% | Add +63.0% | 1,320 | $331K |
| Evergreen Capital Management LLC | 0.01% | New | 1,311 | $328K |
| Voleon Capital Management LP | 0.01% | New | 1,265 | $317K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -0.5% | 1,255 | $314K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -1.4% | 1,248 | $313K |
| FORA Capital, LLC | 0.02% | Reduce -14.4% | 1,225 | $307K |
| QRG Capital Management, Inc. | 0.00% | Reduce -6.3% | 1,225 | $307K |
| Calamos Wealth Management LLC | 0.01% | New | 1,209 | $303K |
| Calamos Advisors LLC | 0.00% | New | 1,209 | $303K |
| Certuity, LLC | 0.02% | New | 1,198 | $300K |
| Syon Capital LLC | 0.01% | Add +18.5% | 1,192 | $299K |
| State of Wyoming | 0.04% | Reduce -5.8% | 1,191 | $298K |
| Flputnam Investment Management Co. | 0.00% | Reduce -16.4% | 1,187 | $297K |
| nVerses Capital, LLC | 0.27% | Add +24.4% | 1,186 | $297K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +52.2% | 1,181 | $296K |
| Argent Trust Co | 0.01% | Reduce -14.9% | 1,172 | $294K |
| Frec Markets, Inc. | 0.05% | New | 1,149 | $288K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,019 | $287K |
| DNB Asset Management AS | 0.00% | New | 1,143 | $286K |
| CIBC Asset Management Inc | 0.00% | No change | 1,129 | $283K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -69.1% | 1,116 | $280K |
| Wealth Alliance, LLC | 0.03% | Reduce -1.1% | 1,116 | $280K |
| Principal Securities, Inc. | 0.00% | Add +40.8% | 1,108 | $278K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +9.2% | 1,108 | $278K |
| Snowden Capital Advisors LLC | 0.01% | Add +11.7% | 1,089 | $273K |
| Brookstone Capital Management | 0.00% | No change | 1,089 | $273K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 1,067 | $267K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.2% | 1,067 | $267K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 1,050 | $263K |
| Shelton Capital Management | 0.01% | Reduce -5.8% | 1,033 | $259K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -1.4% | 1,015 | $254K |
| Marin Bay Wealth Advisors, LLC | 0.15% | Reduce -23.1% | 975 | $244K |
| US Bancorp \de | 0.00% | Add +20.9% | 973 | $244K |
| Tannin Capital LLC | 0.18% | Add +1.6% | 970 | $243K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 962 | $241K |
| Hantz Financial Services, Inc. | 0.00% | Add +273.7% | 953 | $239K |
| IFP Advisors, Inc | 0.00% | Reduce -0.9% | 952 | $238K |
| Praxis Investment Management Inc. | 0.01% | New | 950 | $238K |
| North Dakota State Investment Board | 0.01% | Reduce -18.8% | 943 | $236K |
| HUB Investment Partners, LLC | 0.01% | New | 943 | $236K |
| Blue Square Asset Management, LLC | 0.11% | No change | 913 | $229K |
| Ballentine Partners, LLC | 0.00% | Add +0.3% | 902 | $226K |
| MML Investors Services, LLC | 0.00% | Reduce -18.8% | 899 | $225K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.9% | 899 | $225K |
| Leavell Investment Management, Inc. | 0.01% | No change | 890 | $223K |
| Worth Asset Management, LLC | 0.08% | Add +0.8% | 888 | $222K |
| IFC Advisors LLC | 0.03% | Reduce -10.9% | 884 | $221K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +2.1% | 873 | $221K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | Reduce -2.7% | 863 | $216K |
| Granite Investment Partners, LLC | 0.01% | New | 848 | $212K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -92.2% | 843 | $211K |
| Cary Street Partners Investment Advisory LLC | 0.05% | New | 836 | $209K |
| denkapparat Operations GmbH | 0.09% | No change | 832 | $208K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -61.3% | 828 | $207K |
| 1832 Asset Management L.P. | 0.00% | Reduce -2.4% | 802 | $201K |
| STRS Ohio | 0.00% | Reduce -1.6% | 761 | $191K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +16.1% | 766 | $190K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -12.3% | 738 | $185K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 707 | $177K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 659 | $165K |
| Blue Trust, Inc. | 0.00% | Add +17.6% | 648 | $162K |
| United Community Bank | 0.05% | Add +8.1% | 599 | $150K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.0% | 584 | $146K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +26.7% | 579 | $145K |
| Oakworth Capital, Inc. | 0.01% | No change | 549 | $138K |
| Signaturefd, LLC | 0.00% | Add +3.1% | 524 | $131K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.6% | 513 | $128K |
| Huntington National Bank | 0.00% | Reduce -0.9% | 460 | $115K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 435 | $110K |
| UMB Bank, n.a. | 0.00% | Reduce -6.4% | 438 | $110K |
| Parallel Advisors, LLC | 0.00% | Add +75.6% | 411 | $103K |
| Vanguard National Trust Co | 0.01% | — | 401 | $100K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 377 | $94K |
| Allworth Financial LP | 0.00% | Add +15.1% | 367 | $92K |
| Advisory Services Network, LLC | 0.00% | New | 362 | $91K |
| Arax Advisory Partners | 0.00% | Add +63.6% | 342 | $90K |
| Versant Capital Management, Inc | 0.01% | Add +74.9% | 355 | $89K |
| Larson Financial Group LLC | 0.00% | Add +22.5% | 354 | $89K |
| Whittier Trust Co. | 0.00% | No change | 341 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.9% | 314 | $80K |
| Quarry LP | 0.02% | Add +20.5% | 312 | $78K |
| Ancora Advisors LLC | 0.00% | Add +72.1% | 296 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.1% | 294 | $74K |
| City State Bank | 0.02% | No change | 294 | $74K |
| McIlrath & Eck, LLC | 0.01% | Reduce -7.4% | 275 | $69K |
| HM Payson & Co. | 0.00% | No change | 265 | $66K |
| CX Institutional | 0.00% | Add +10300.0% | 208 | $52K |
| Bokf, NA | 0.00% | No change | 200 | $50K |
| Smartleaf Asset Management LLC | 0.00% | Add +11.2% | 199 | $49K |
| Steph & Co. | 0.01% | Add +38.0% | 196 | $49K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 193 | $48K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 190 | $48K |
| Root Financial Partners, LLC | 0.00% | Add +52.6% | 177 | $44K |
| MAI Capital Management | 0.00% | Add +49.5% | 166 | $42K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +124.3% | 157 | $39K |
| Align Financial, LLC | 0.02% | Reduce -99.6% | 119 | $30K |
| SJS Investment Consulting Inc. | 0.00% | Add +176.2% | 116 | $29K |
| V-Square Quantitative Management LLC | 0.00% | No change | 116 | $29K |
| Hilltop National Bank | 0.01% | No change | 113 | $28K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +14.4% | 111 | $28K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +28.8% | 103 | $26K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 103 | $26K |
| International Assets Investment Management, LLC | 0.00% | No change | 91 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +11.0% | 91 | $23K |
| Quent Capital, LLC | 0.00% | Reduce -16.2% | 88 | $22K |
| True Wealth Design, LLC | 0.01% | Add +61.7% | 76 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 68 | $18K |
| Atlantic Union Bankshares Corp | 0.00% | New | 71 | $18K |
| Centerpoint Advisors, LLC | 0.01% | No change | 67 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 65 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.9% | 59 | $15K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +3.6% | 58 | $15K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -32.1% | 55 | $14K |
| CVA Family Office, LLC | 0.00% | New | 54 | $14K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $13K |
| LRI Investments, LLC | 0.00% | Add +25.0% | 50 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 46 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -10.4% | 43 | $11K |
| Bullock Wealth Management Group | 0.01% | No change | 40 | $10K |
| Private Trust Co. NA | 0.00% | No change | 39 | $10K |
| SRH Advisors, LLC | 0.00% | No change | 38 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 34 | $9K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -32.0% | 34 | $9K |
| Highline Wealth Partners LLC | 0.00% | New | 34 | $9K |
| Rossby Financial, LCC | 0.00% | Add +135.7% | 33 | $8K |
| Covestor Ltd | 0.01% | Reduce -84.9% | 32 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +106.7% | 31 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 30 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 29 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | New | 27 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +17.4% | 27 | $7K |
| Entrust Financial LLC | 0.00% | No change | 25 | $6K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 25 | $6K |
| S&T Bank | 0.00% | Add +257.1% | 25 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 25 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +84.6% | 24 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -19.2% | 21 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 20 | $5K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -36.7% | 19 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -50.0% | 18 | $5K |
| TD Capital Management LLC | 0.00% | No change | 16 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 16 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -5.9% | 16 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 15 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 14 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 14 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -7.1% | 13 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 12 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $3K |
| Valued Wealth Advisors LLC | 0.00% | Add +175.0% | 11 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +22.2% | 11 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $3K |
| Whipplewood Advisors, LLC | 0.00% | New | 10 | $3K |
| Clearstead Advisors, LLC | 0.00% | Reduce -98.3% | 10 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +28.6% | 9 | $2K |
| United Financial Planning Group LLC | 0.00% | New | 9 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 9 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 8 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 8 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 8 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +600.0% | 7 | $2K |
| First Pacific Financial | 0.00% | No change | 7 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +250.0% | 7 | $2K |
| First Horizon Corp. | 0.00% | No change | 7 | $2K |
| Kilter Group LLC | 0.00% | New | 6 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 6 | $2K |
| Sachetta, LLC | 0.00% | No change | 5 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $1K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 5 | $1K |
| Cary Street Partners Financial LLC | 0.00% | New | 5 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 4 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $752 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 3 | $751 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $751 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -50.0% | 3 | $751 |
| Creative Financial Designs Inc. | 0.00% | No change | 3 | $751 |
| Breakwater Investment Management | 0.00% | New | 2 | $501 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $501 |
| Essential Partners LLC | 0.00% | Reduce -93.5% | 2 | $501 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $254 |
| DecisionPoint Financial, LLC | 0.00% | No change | 1 | $251 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $250 |
| Curio Wealth, LLC | 0.00% | New | 1 | $250 |
| Signature Equity Partners, LLC | 0.00% | No change | 1 | $250 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $250 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $250 |
| Avion Wealth | 0.00% | Reduce -57.1% | 3 | $0 |
"% of holder's portfolio" is PRI's weight in each manager's 13F, not the share of Primerica Inc. the manager owns.