PrimericaPRI
13F holders, Q2 2026 (June 30)527holders +16
62new positions
46sold out
10famous investors
$284.21avg. 13F price*
At the end of Q2 2026, 527 institutions reported holding Primerica Inc. (PRI) in their 13F filings, up 16 from Q1 2026. 62 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($848.2M), FMR LLC ($802.2M) and Kayne Anderson Rudnick Investment Management LLC ($786.8M). 10 famous investors held it, including Glenn Greenberg (5.4% of Brave Warrior Advisors's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Primerica Inc.
- CUSIP
- 74164M108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $50.7M |
| Exits | 46 | $48.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,545,075 shares bought and 2,108,201 shares sold, net −563,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 527 holders
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 2,984,379 | $848.2M |
| FMR LLC | 0.03% | Reduce -0.2% | 2,822,574 | $802.2M |
| Kayne Anderson Rudnick Investment Management LLC | 2.44% | Reduce -9.9% | 2,768,511 | $786.8M |
| Vanguard Portfolio Management LLC | 0.02% | Add +0.3% | 1,836,444 | $521.9M |
| Vanguard Capital Management LLC | 0.01% | Reduce -1.2% | 1,414,985 | $402.1M |
| State Street Corp. | 0.01% | Add +3.8% | 1,041,286 | $295.9M |
| Geode Capital Management, LLC | 0.01% | Add +4.1% | 905,865 | $257.5M |
| Brave Warrior Advisors | 5.36% | Reduce -1.5% | 865,863 | $246.1M |
| Bank of Montreal | 0.08% | Reduce -40.3% | 750,249 | $213.2M |
| Baron Capital (BAMCO) | 0.29% | Reduce -21.9% | 671,453 | $190.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.6% | 660,719 | $187.8M |
| Fiduciary Management Inc. | 2.16% | Reduce -22.8% | 534,226 | $151.8M |
| First Trust Advisors LP | 0.09% | Reduce -0.1% | 528,663 | $150.2M |
| Lyrical Asset Management LP | 1.75% | Reduce -4.2% | 484,835 | $137.8M |
| Agf Management Ltd. | 0.48% | Reduce -0.3% | 429,312 | $122.0M |
| AQR Capital Management | 0.04% | Add +50.9% | 399,554 | $113.6M |
| Fuller & Thaler Asset Management, Inc. | 0.29% | Add +16.8% | 372,901 | $106.0M |
| Invesco Ltd. | 0.01% | Reduce -2.0% | 350,601 | $99.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.8% | 320,724 | $91.1M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 292,727 | $83.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.5% | 278,128 | $79.0M |
| Life Cycle Investment Partners Ltd | 0.35% | Add +7.6% | 263,891 | $75.0M |
| Wells Fargo & Company | 0.01% | Reduce -6.6% | 261,568 | $74.3M |
| Morgan Stanley | 0.00% | Add +18.2% | 253,857 | $72.1M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +348.6% | 244,042 | $69.4M |
| Nordea Investment Management AB | 0.05% | Add +1.3% | 219,344 | $62.9M |
| Quantum Capital Management, LLC / NJ | 7.66% | Reduce -14.3% | 214,890 | $61.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +31.5% | 198,509 | $56.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -0.4% | 197,423 | $56.1M |
| American Century Companies Inc. | 0.02% | Add +36.5% | 189,267 | $53.8M |
| FIL Ltd | 0.04% | Add +3.2% | 188,233 | $53.5M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -0.6% | 173,447 | $49.3M |
| Quantinno Capital Management LP | 0.06% | Add +40.7% | 173,034 | $49.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +19.9% | 170,982 | $48.6M |
| Qube Research & Technologies Ltd | 0.05% | Add +353.5% | 162,284 | $46.1M |
| Royal London Asset Management Ltd. | 0.07% | Reduce -10.4% | 141,170 | $40.1M |
| Academy Capital Management | 4.88% | Reduce -0.1% | 129,764 | $36.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.6% | 121,942 | $34.7M |
| PhiloSmith Capital Corp | 9.08% | Reduce -0.5% | 117,600 | $33.4M |
| Millennium Management | 0.02% | Reduce -35.2% | 111,941 | $31.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 106,968 | $31.1M |
| Arbejdsmarkedets Tillaegspension | 0.65% | Add +4.8% | 105,880 | $30.1M |
| Nuveen, LLC | 0.01% | Reduce -6.7% | 103,403 | $29.4M |
| Mackenzie Financial Corp. | 0.03% | Add +87.2% | 95,146 | $27.0M |
| ProShare Advisors LLC | 0.04% | Reduce -4.1% | 95,086 | $27.0M |
| EULAV Asset Management | 0.86% | Add +22.9% | 94,956 | $27.0M |
| Bank of America Corp. | 0.00% | Add +109.3% | 94,189 | $26.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -34.0% | 93,371 | $26.5M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 89,038 | $25.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.9% | 86,893 | $24.7M |
| Renaissance Technologies | 0.03% | Add +64.2% | 86,740 | $24.7M |
| Copeland Capital Management, LLC | 0.50% | Reduce -4.9% | 86,226 | $24.5M |
| Natixis Advisors, LLC | 0.03% | Add +3.4% | 83,932 | $23.9M |
| Jones Financial Companies LLLP | 0.01% | Add +5.6% | 78,841 | $22.4M |
| UBS Group AG | 0.00% | Add +2.5% | 76,222 | $21.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.6% | 70,813 | $20.1M |
| HRT Financial LP | 0.03% | New | 66,011 | $18.8M |
| Sei Investments Co. | 0.02% | Reduce -1.1% | 64,515 | $18.3M |
| Victory Capital Management Inc. | 0.01% | Add +3.5% | 63,474 | $18.0M |
| Swiss National Bank | 0.01% | Reduce -0.2% | 63,020 | $17.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.14% | Add +749.7% | 62,821 | $17.9M |
| WCM Investment Management, LLC | 0.03% | Reduce -1.0% | 61,372 | $17.6M |
| Alps Advisors Inc. | 0.08% | Reduce -7.3% | 61,605 | $17.5M |
| Gotham Asset Management | 0.04% | Add +22.1% | 60,658 | $17.2M |
| California Public Employees Retirement System | 0.01% | Reduce -21.7% | 59,947 | $17.0M |
| Aptus Capital Advisors, LLC | 0.11% | Add +0.6% | 52,406 | $14.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.2% | 51,194 | $14.6M |
| Royal Bank of Canada | 0.00% | Add +18.8% | 50,002 | $14.2M |
| Public Sector Pension Investment Board | 0.04% | Reduce -5.0% | 47,923 | $13.6M |
| Two Sigma Investments, LP | 0.01% | Add +30.8% | 47,226 | $13.4M |
| Gator Capital Management, LLC | 2.88% | Reduce -16.9% | 47,036 | $13.4M |
| Legal & General Group Plc | 0.00% | Add +0.5% | 42,397 | $12.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.9% | 42,332 | $12.0M |
| Artemis Investment Management LLP | 0.10% | Reduce -1.7% | 40,252 | $11.4M |
| Running Oak Capital LLC | 1.90% | Reduce -30.8% | 39,223 | $11.1M |
| Voya Investment Management LLC | 0.01% | Add +25.1% | 39,141 | $11.1M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 36,388 | $10.3M |
| Regions Financial Corp. | 0.06% | Reduce -8.3% | 36,241 | $10.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.3% | 40,969 | $10.3M |
| Panagora Asset Management Inc. | 0.03% | Add +82.1% | 35,567 | $10.1M |
| Campbell & CO Investment Adviser LLC | 0.48% | Add +2090.6% | 32,552 | $9.3M |
| Franklin Resources Inc. | 0.00% | Reduce -22.4% | 32,402 | $9.2M |
| Caisse de depot et placement du Quebec | 0.01% | Add +33.9% | 32,348 | $9.2M |
| Retirement Systems of Alabama | 0.03% | Reduce -17.6% | 32,254 | $9.2M |
| Logan Capital Management Inc. | 0.34% | — | 31,815 | $9.0M |
| Callahan Advisors, LLC | 0.67% | Add +22.5% | 31,048 | $8.8M |
| Callan Family Office, LLC | 0.17% | Reduce -1.3% | 31,017 | $8.8M |
| Van Eck Associates Corp. | 0.01% | Reduce -2.0% | 29,684 | $8.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +2.1% | 29,667 | $8.4M |
| Squarepoint Ops LLC | 0.02% | Add +51.2% | 28,570 | $8.1M |
| Susquehanna Fundamental Investments, LLC | 0.15% | Add +76.2% | 28,162 | $8.0M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -9.9% | 27,822 | $7.9M |
| Vest Financial, LLC | 0.08% | Add +5.3% | 27,770 | $7.9M |
| Algert Global LLC | 0.09% | No change | 27,721 | $7.9M |
| Stifel Financial Corp. | 0.01% | Reduce -19.6% | 27,693 | $7.9M |
| Man Group plc | 0.01% | Reduce -64.7% | 27,199 | $7.7M |
| Schroder Investment Management Group | 0.01% | Add +251.9% | 26,203 | $7.5M |
| Capital Fund Management S.A. | 0.05% | Add +138.7% | 26,214 | $7.5M |
| Prudential Financial Inc. | 0.01% | Add +12.0% | 25,767 | $7.3M |
| XTX Topco Ltd | 0.09% | Add +49.8% | 25,415 | $7.2M |
| Teacher Retirement System of Texas | 0.02% | Reduce -16.4% | 25,169 | $7.2M |
| Bridgewater Associates | 0.03% | Reduce -51.7% | 24,937 | $7.1M |
| KBC Group NV | 0.01% | No change | 24,496 | $7.0M |
| Corient Private Wealth LP | 0.01% | Add +1.7% | 23,203 | $6.6M |
| Lighthouse Investment Partners, LLC | 0.20% | New | 23,156 | $6.6M |
| Jane Street Group, LLC | 0.00% | Add +48.5% | 22,794 | $6.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +0.1% | 22,504 | $6.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 20,929 | $5.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.9% | 20,568 | $5.8M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -10.5% | 20,462 | $5.8M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +412.9% | 20,367 | $5.8M |
| &partners | 0.02% | Add +4.3% | 20,132 | $5.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -72.6% | 19,723 | $5.6M |
| Marks Group Wealth Management, Inc | 0.47% | Reduce -26.1% | 19,139 | $5.4M |
| Norges Bank | 0.00% | — | 18,558 | $5.3M |
| BNP Paribas Financial Markets | 0.00% | Add +301.3% | 17,903 | $5.1M |
| Prescott Group Capital Management, L.L.C. | 0.44% | No change | 17,743 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.0% | 17,699 | $5.0M |
| JLB & Associates Inc. | 0.67% | Add +1.1% | 17,644 | $5.0M |
| Zacks Investment Management | 0.04% | Add +7.0% | 17,327 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.4% | 17,277 | $4.9M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | No change | 16,607 | $4.7M |
| Prana Capital Management, LP | 0.14% | Reduce -16.9% | 16,406 | $4.7M |
| Sovereign's Capital Management, LLC | 3.08% | Reduce -1.1% | 16,214 | $4.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Add +30.6% | 15,534 | $4.4M |
| Vista Investment Partners LLC | 1.11% | Add +41.8% | 15,412 | $4.4M |
| NewEdge Wealth, LLC | 0.04% | Add +0.2% | 15,343 | $4.4M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +0.2% | 15,323 | $4.4M |
| Fifth Third Bancorp | 0.01% | Reduce -5.8% | 15,288 | $4.3M |
| Danske Bank A/S | 0.01% | Reduce -66.8% | 15,172 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.3% | 15,017 | $4.3M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -1.1% | 14,820 | $4.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -0.3% | 14,248 | $4.0M |
| Jupiter Topco LLC | 0.00% | — | 14,029 | $4.0M |
| Amalgamated Bank | 0.03% | Reduce -4.3% | 13,895 | $3.9M |
| Ritholtz Wealth Management | 0.06% | Reduce -2.2% | 13,499 | $3.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 13,358 | $3.8M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -2.1% | 13,333 | $3.8M |
| Barclays PLC | 0.00% | Reduce -32.6% | 13,258 | $3.8M |
| Engineers Gate Manager LP | 0.05% | Add +76.8% | 13,109 | $3.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -3.2% | 12,646 | $3.6M |
| Oxbow Advisors, LLC | 0.29% | Add +1.2% | 12,575 | $3.6M |
| Bessemer Group Inc. | 0.00% | Add +0.7% | 12,562 | $3.6M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -62.5% | 12,413 | $3.5M |
| Creative Planning | 0.00% | Add +21.6% | 12,049 | $3.4M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -7.0% | 12,020 | $3.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.3% | 11,848 | $3.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 11,753 | $3.3M |
| Blair William & Co. | 0.01% | Reduce -2.5% | 11,404 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +0.9% | 11,092 | $3.2M |
| Tudor Investment Corporation | 0.01% | New | 11,057 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -12.2% | 11,009 | $3.1M |
| New York State Teachers Retirement System | 0.01% | Add +2.6% | 10,789 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 10,220 | $2.9M |
| Point72 Asset Management | 0.00% | New | 10,211 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +54.4% | 9,962 | $2.8M |
| Brevan Howard Capital Management LP | 0.04% | Add +165.4% | 9,952 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +4.7% | 9,689 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 9,525 | $2.7M |
| Focus Partners Wealth | 0.00% | Add +33.5% | 9,448 | $2.7M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +77.4% | 9,347 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.2% | 9,340 | $2.7M |
| ExodusPoint Capital Management, LP | 0.02% | Add +27.6% | 9,299 | $2.6M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.1% | 9,100 | $2.6M |
| Vista Investment Partners Ii, LLC | 1.00% | Add +38.2% | 9,009 | $2.6M |
| Alpine Woods Capital Investors, LLC | 0.58% | Reduce -6.8% | 8,989 | $2.6M |
| Atria Investments, Inc | 0.03% | Reduce -0.9% | 8,975 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -8.2% | 8,863 | $2.5M |
| Citigroup Inc. | 0.00% | Reduce -2.8% | 8,829 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | Add +3.3% | 8,817 | $2.5M |
| Arizona State Retirement System | 0.01% | Reduce -1.3% | 8,663 | $2.5M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -29.1% | 8,628 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.2% | 8,490 | $2.4M |
| Ausbil Investment Management Ltd | 1.09% | Add +166.8% | 8,269 | $2.4M |
| Caxton Associates LLP | 0.05% | No change | 8,472 | $2.4M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +8.1% | 8,264 | $2.3M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 8,156 | $2.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.5% | 7,872 | $2.3M |
| Boston Partners | 0.00% | Reduce -29.6% | 8,042 | $2.3M |
| State of Wyoming | 0.23% | Add +560.5% | 7,866 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +62.2% | 7,185 | $2.2M |
| Lanark Financial, Inc. | 0.15% | Add +0.1% | 7,558 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -6.6% | 7,466 | $2.1M |
| World Investment Advisors | 0.03% | Reduce -2.3% | 8,418 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +15.3% | 7,363 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -5.2% | 7,319 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -1.9% | 7,014 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.7% | 6,925 | $2.0M |
| Allen Investment Management, LLC | 0.02% | Reduce -18.8% | 6,916 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +22.7% | 6,908 | $2.0M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -7.6% | 6,882 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -4.5% | 6,807 | $1.9M |
| New Mexico Educational Retirement Board | 0.05% | No change | 6,800 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Add +16.0% | 6,709 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.8% | 6,479 | $1.8M |
| Quantbot Technologies LP | 0.07% | Add +258.0% | 6,426 | $1.8M |
| Blueshift Asset Management, LLC | 0.41% | New | 6,303 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +15.9% | 6,283 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +42.8% | 6,255 | $1.8M |
| CenterBook Partners LP | 0.08% | Add +165.2% | 5,988 | $1.7M |
| SVB Wealth LLC | 0.11% | Reduce -9.5% | 5,889 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.9% | 5,797 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -2.4% | 5,739 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.2% | 5,726 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.4% | 5,698 | $1.6M |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.8% | 5,459 | $1.6M |
| Vise Technologies, Inc. | 0.02% | Add +6.1% | 5,365 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +155.6% | 5,325 | $1.5M |
| Allstate Corp. | 0.02% | Add +1.7% | 5,307 | $1.5M |
| Townsquare Capital LLC | 0.27% | Reduce -0.7% | 5,202 | $1.5M |
| Caprock Group, LLC | 0.03% | Reduce -4.6% | 5,086 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.3% | 5,062 | $1.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | Add +14.4% | 4,988 | $1.4M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -2.8% | 4,947 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.0% | 4,870 | $1.4M |
| Dixon Fnancial Services, Inc. | 0.56% | No change | 4,857 | $1.4M |
| Wbi Investments, LLC | 0.34% | Reduce -54.4% | 4,835 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +22.1% | 4,707 | $1.3M |
| Entropy Technologies, LP | 0.05% | Add +30.7% | 4,684 | $1.3M |
| Dana Investment Advisors, Inc. | 0.03% | Add +19.6% | 4,624 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 4,593 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.5% | 4,559 | $1.3M |
| Quantum Private Wealth, LLC | 0.33% | No change | 4,470 | $1.3M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.1% | 4,464 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +10.7% | 4,444 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +19.6% | 4,417 | $1.3M |
| Tidal Investments LLC | 0.00% | Reduce -33.8% | 4,306 | $1.2M |
| James Investment Research, Inc. | 0.12% | Reduce -5.7% | 4,221 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Add +6.0% | 4,199 | $1.2M |
| Impact Capital Partners LLC | 0.32% | Add +3.7% | 4,123 | $1.2M |
| Redwood Investment Management, LLC | 0.12% | New | 4,086 | $1.2M |
| Mirabella Financial Services LLP | 0.12% | Add +160.4% | 4,068 | $1.2M |
| ELCO Management Co., LLC | 0.49% | No change | 4,000 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -2.1% | 3,992 | $1.1M |
| Sendero Wealth Management, LLC | 0.11% | Reduce -14.2% | 3,921 | $1.1M |
| Xponance LLC | 0.01% | Reduce -3.3% | 3,796 | $1.1M |
| Curated Wealth Partners LLC | 0.12% | Reduce -4.6% | 3,776 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | No change | 3,651 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -15.1% | 3,545 | $1.0M |
| Assetmark, Inc. | 0.00% | Add +39.8% | 3,498 | $994K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -27.3% | 3,476 | $988K |
| Pacer Advisors, Inc. | 0.00% | Reduce -8.3% | 3,474 | $987K |
| Capstone Investment Advisors, LLC | 0.01% | Add +84.9% | 3,450 | $980K |
| Mariner, LLC | 0.00% | New | 3,364 | $956K |
| Frec Markets, Inc. | 0.09% | Add +191.6% | 3,350 | $952K |
| Daiwa Securities Group Inc. | 0.00% | Add +18.4% | 3,290 | $935K |
| GAMMA Investing LLC | 0.03% | Add +43.8% | 3,268 | $929K |
| Connable Office Inc. | 0.08% | No change | 3,212 | $913K |
| Occudo Quantitative Strategies LP | 0.05% | Reduce -28.5% | 3,173 | $902K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,059 | $869K |
| Swiss Life Asset Management Ltd | 0.00% | Add +61.1% | 3,008 | $855K |
| Quadrant Capital Group LLC | 0.02% | Add +0.1% | 3,006 | $854K |
| Ethic Inc. | 0.01% | Add +2.8% | 2,983 | $848K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.4% | 2,931 | $833K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.1% | 2,894 | $822K |
| Aquatic Capital Management LLC | 0.03% | New | 2,893 | $822K |
| denkapparat Operations GmbH | 0.27% | Add +245.4% | 2,874 | $817K |
| BTC Capital Management, Inc. | 0.05% | Add +1.5% | 2,840 | $815K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1385.0% | 2,866 | $815K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -26.5% | 2,817 | $801K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.7% | 2,768 | $787K |
| Edgestream Partners, L.P. | 0.02% | New | 2,764 | $786K |
| Meeder Advisory Services, Inc. | 0.03% | Add +1.4% | 2,705 | $769K |
| Mgo One Seven LLC | 0.01% | Add +3.8% | 2,681 | $762K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -8.5% | 2,665 | $757K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 2,656 | $755K |
| HB Wealth Management, LLC | 0.00% | Add +13.0% | 2,638 | $750K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -89.1% | 2,617 | $744K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -0.5% | 2,614 | $743K |
| National Bank of Canada | 0.00% | Reduce -11.0% | 2,610 | $742K |
| M&T Bank Corp | 0.00% | Reduce -4.3% | 2,595 | $737K |
| Osaic Holdings, Inc. | 0.00% | Add +11.1% | 2,592 | $737K |
| Cetera Investment Advisers | 0.00% | Add +89.9% | 2,564 | $729K |
| Securian Asset Management, Inc. | 0.03% | No change | 2,323 | $721K |
| EntryPoint Capital, LLC | 0.17% | No change | 2,531 | $719K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.9% | 2,512 | $714K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.6% | 2,381 | $677K |
| Evergreen Capital Management LLC | 0.01% | Add +80.8% | 2,370 | $674K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 2,309 | $656K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -3.0% | 2,296 | $653K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.9% | 2,294 | $652K |
| Baker Ellis Asset Management LLC | 0.07% | No change | 2,281 | $648K |
| Oak Thistle LLC | 0.06% | Reduce -74.0% | 2,280 | $648K |
| SVRN Asset Management, LLC | 0.33% | New | 2,235 | $635K |
| Kera Capital Partners, Inc. | 0.06% | Reduce -3.6% | 2,200 | $625K |
| Erste Asset Management GmbH | 0.00% | No change | 2,100 | $603K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +74.5% | 2,061 | $586K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +84.0% | 2,054 | $584K |
| Arax Advisory Partners | 0.00% | Add +499.1% | 2,049 | $582K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -37.0% | 2,031 | $577K |
| Sylvest Advisors, LLC | 0.26% | No change | 2,000 | $568K |
| Employees Retirement System of Texas | 0.01% | New | 2,000 | $568K |
| Brown Advisory Inc. | 0.00% | Reduce -10.7% | 1,961 | $557K |
| Aster Capital Management (DIFC) Ltd | 0.12% | New | 1,934 | $550K |
| Freestone Grove Partners LP | 0.00% | Reduce -37.5% | 1,921 | $546K |
| Chicago Partners Investment Group LLC | 0.01% | Add +69.6% | 1,728 | $533K |
| Impact Partnership Wealth, LLC | 0.05% | New | 1,796 | $510K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.0% | 1,796 | $510K |
| Syon Capital LLC | 0.02% | Add +47.6% | 1,760 | $500K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,714 | $487K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,960 | $482K |
| Axq Capital, LP | 0.05% | New | 1,684 | $479K |
| Inspire Investing, LLC | 0.02% | New | 1,662 | $472K |
| Utah Retirement Systems | 0.00% | Reduce -3.3% | 1,633 | $464K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,617 | $460K |
| Aaron Wealth Advisors LLC | 0.02% | Add +94.0% | 1,606 | $456K |
| Radnor Capital Management, LLC | 0.06% | No change | 1,600 | $455K |
| Becker Capital Management Inc. | 0.01% | No change | 1,590 | $452K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,574 | $447K |
| Two Sigma Securities, LLC | 0.04% | New | 1,570 | $446K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -12.9% | 1,567 | $445K |
| Amundi | 0.00% | Reduce -95.0% | 1,565 | $445K |
| Crestwood Advisors Group, LLC | 0.01% | Add +14.6% | 1,539 | $437K |
| PFW Advisors LLC | 0.13% | No change | 1,521 | $432K |
| Intrust Bank NA | 0.03% | No change | 1,513 | $430K |
| HSBC Holdings PLC | 0.00% | Reduce -16.6% | 1,491 | $424K |
| Gsa Capital Partners LLP | 0.03% | New | 1,478 | $420K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -18.5% | 1,462 | $416K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.8% | 1,440 | $409K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.6% | 1,438 | $409K |
| Argent Trust Co | 0.01% | Add +22.1% | 1,431 | $407K |
| Advisors Preferred, LLC | 0.06% | New | 1,368 | $406K |
| DNB Asset Management AS | 0.00% | Add +24.4% | 1,422 | $404K |
| Certuity, LLC | 0.02% | Add +16.6% | 1,397 | $397K |
| Global Retirement Partners, LLC | 0.01% | — | 1,389 | $395K |
| Seeds Investor LLC | 0.04% | Add +4.4% | 1,385 | $394K |
| HUB Investment Partners, LLC | 0.01% | Add +45.8% | 1,375 | $391K |
| Vestcor Inc | 0.01% | No change | 1,373 | $390K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 1,369 | $389K |
| Bridges Investment Management Inc. | 0.00% | No change | 1,330 | $378K |
| Vident Advisory, LLC | 0.00% | Reduce -6.8% | 1,329 | $378K |
| Hantz Financial Services, Inc. | 0.01% | Add +38.4% | 1,319 | $375K |
| Childress Capital Advisors, LLC | 0.06% | Reduce -0.7% | 1,311 | $373K |
| Advisory Alpha, LLC | 0.01% | Reduce -8.8% | 1,300 | $370K |
| Riverwater Partners LLC | 0.11% | Reduce -14.0% | 1,280 | $364K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.3% | 1,252 | $356K |
| Nykredit A/S | 0.00% | — | 1,252 | $356K |
| QRG Capital Management, Inc. | 0.00% | Add +1.6% | 1,244 | $354K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +14.2% | 1,218 | $346K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +36.9% | 1,181 | $336K |
| Argos Wealth Advisors, LLC | 0.09% | Reduce -40.2% | 1,174 | $334K |
| Petros Family Wealth, LLC | 0.20% | Reduce -17.7% | 1,156 | $329K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +8.6% | 1,140 | $324K |
| Wealth Alliance, LLC | 0.03% | Add +1.5% | 1,133 | $322K |
| R Squared Ltd | 0.17% | New | 1,122 | $319K |
| Lido Advisors, LLC | 0.00% | New | 1,102 | $313K |
| Marshall Wace, LLP | 0.00% | New | 1,080 | $307K |
| Ballentine Partners, LLC | 0.00% | Add +19.3% | 1,076 | $306K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +18.2% | 1,032 | $303K |
| Maridea Wealth Management LLC | 0.03% | Reduce -57.0% | 1,051 | $299K |
| iSAM Funds (UK) Ltd | 0.21% | New | 1,040 | $296K |
| Shelton Capital Management | 0.01% | No change | 1,033 | $294K |
| Compound Planning, Inc. | 0.01% | New | 1,029 | $292K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -0.2% | 1,013 | $288K |
| MML Investors Services, LLC | 0.00% | Add +12.6% | 1,012 | $288K |
| Baker Avenue Asset Management, LP | 0.01% | New | 993 | $282K |
| Tannin Capital LLC | 0.18% | Add +1.1% | 981 | $279K |
| CIBC Asset Management Inc | 0.00% | Reduce -13.3% | 979 | $278K |
| Marin Bay Wealth Advisors, LLC | 0.15% | No change | 975 | $277K |
| Graham Capital Management, L.P. | 0.01% | New | 957 | $272K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 955 | $271K |
| Praxis Investment Management Inc. | 0.01% | No change | 950 | $270K |
| North Dakota State Investment Board | 0.01% | Add +0.3% | 946 | $269K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.7% | 942 | $268K |
| IFP Advisors, Inc | 0.00% | Reduce -1.5% | 938 | $267K |
| Magnetar Financial LLC | 0.00% | New | 938 | $267K |
| Kathmere Capital Management, LLC | 0.01% | New | 937 | $266K |
| Susquehanna International Group, LLP | 0.00% | New | 915 | $260K |
| Blue Square Asset Management, LLC | 0.11% | No change | 913 | $259K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -5.2% | 912 | $259K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 899 | $256K |
| Principal Securities, Inc. | 0.00% | Reduce -19.7% | 890 | $253K |
| Grey Ledge Advisors, LLC | 0.05% | New | 884 | $251K |
| IFC Advisors LLC | 0.03% | Reduce -0.9% | 876 | $249K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +2.9% | 860 | $244K |
| CIBC Bancorp USA Inc. | 0.00% | New | 858 | $244K |
| Flputnam Investment Management Co. | 0.00% | Reduce -28.8% | 845 | $240K |
| Mayfair Advisory Group, LLC | 0.07% | New | 749 | $236K |
| iA Global Asset Management Inc. | 0.00% | New | 809 | $230K |
| 1832 Asset Management L.P. | 0.00% | No change | 802 | $228K |
| Granite Investment Partners, LLC | 0.01% | Reduce -7.0% | 789 | $224K |
| Diametric Capital, LP | 0.02% | New | 788 | $224K |
| Clark Asset Management, LLC | 0.02% | New | 769 | $219K |
| Commerce Bank | 0.00% | New | 767 | $218K |
| Ascent Group, LLC | 0.01% | New | 766 | $218K |
| Advisors Asset Management, Inc. | 0.00% | Add +3.8% | 766 | $218K |
| Forthright Family Wealth Advisory LLC | 0.12% | New | 763 | $217K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +100.0% | 754 | $214K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -2.7% | 745 | $214K |
| X-Square Capital, LLC | 0.05% | New | 735 | $209K |
| Trust Point Inc. | 0.02% | New | 727 | $207K |
| Mosaic Family Wealth Partners, LLC | 0.01% | New | 727 | $207K |
| Modern Wealth Management, LLC | 0.00% | New | 724 | $206K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 722 | $205K |
| Payne Capital Management, LLC | 0.05% | New | 720 | $205K |
| Kestra Advisory Services, LLC | 0.00% | New | 712 | $202K |
| Blue Trust, Inc. | 0.00% | Add +4.5% | 677 | $192K |
| STRS Ohio | 0.00% | Reduce -13.3% | 660 | $188K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 659 | $187K |
| TD Private Client Wealth LLC | 0.00% | Add +22.6% | 629 | $179K |
| Summit Securities Group LLC | 0.03% | New | 620 | $176K |
| United Community Bank | 0.05% | No change | 599 | $170K |
| Hamilton Capital Partners Inc. | 0.00% | Reduce -15.7% | 596 | $169K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.7% | 580 | $165K |
| Signaturefd, LLC | 0.00% | Add +9.3% | 573 | $163K |
| Oakworth Capital, Inc. | 0.01% | No change | 549 | $160K |
| Larson Financial Group LLC | 0.00% | Add +41.0% | 499 | $142K |
| UMB Bank, n.a. | 0.00% | Add +12.6% | 493 | $140K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -16.8% | 482 | $137K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 435 | $132K |
| Huntington National Bank | 0.00% | Reduce -3.9% | 442 | $126K |
| Parallel Advisors, LLC | 0.00% | Add +4.6% | 430 | $122K |
| Allworth Financial LP | 0.00% | Add +9.3% | 401 | $114K |
| Versant Capital Management, Inc | 0.01% | Add +1.4% | 360 | $102K |
| Whittier Trust Co. | 0.00% | No change | 341 | $102K |
| Farther Finance Advisors, LLC | 0.00% | Add +14.0% | 358 | $102K |
| IFG Advisory, LLC | 0.00% | New | 350 | $99K |
| Steph & Co. | 0.02% | Add +76.5% | 346 | $98K |
| City State Bank | 0.02% | No change | 294 | $84K |
| HM Payson & Co. | 0.00% | No change | 265 | $75K |
| SJS Investment Consulting Inc. | 0.01% | Add +124.1% | 260 | $74K |
| Davis Capital Management | 0.04% | New | 238 | $68K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +44.6% | 227 | $65K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -30.3% | 205 | $58K |
| Smartleaf Asset Management LLC | 0.00% | No change | 199 | $57K |
| NewEdge Advisors, LLC | 0.00% | Reduce -89.2% | 198 | $56K |
| CX Institutional | 0.00% | Reduce -9.6% | 188 | $53K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +49.5% | 166 | $47K |
| Bokf, NA | 0.00% | Reduce -25.0% | 150 | $43K |
| True Wealth Design, LLC | 0.01% | Add +67.1% | 127 | $36K |
| V-Square Quantitative Management LLC | 0.00% | Add +9.5% | 127 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -36.8% | 120 | $34K |
| Align Financial, LLC | 0.02% | No change | 119 | $34K |
| Hilltop National Bank | 0.01% | No change | 113 | $32K |
| Essential Partners LLC | 0.01% | Add +5150.0% | 105 | $30K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 103 | $29K |
| Quent Capital, LLC | 0.00% | Add +17.1% | 103 | $29K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -1.9% | 101 | $29K |
| International Assets Investment Management, LLC | 0.00% | No change | 91 | $27K |
| Ameritas Advisory Services, LLC | 0.00% | New | 90 | $26K |
| Quarry LP | 0.00% | Reduce -72.4% | 86 | $24K |
| McDonald Partners LLC | 0.01% | New | 85 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.8% | 83 | $24K |
| LRI Investments, LLC | 0.00% | Add +48.0% | 74 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 68 | $19K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -1.5% | 66 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 65 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.2% | 65 | $18K |
| CVA Family Office, LLC | 0.00% | Add +14.8% | 62 | $18K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 58 | $16K |
| Elevation Wealth Partners, LLC | 0.00% | Add +550.0% | 52 | $15K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $14K |
| Golden State Wealth Management, LLC | 0.00% | No change | 46 | $13K |
| Clearstead Advisors, LLC | 0.00% | Add +360.0% | 46 | $13K |
| Persistent Asset Partners Ltd | 0.00% | New | 44 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.3% | 44 | $13K |
| Bullock Wealth Management Group | 0.01% | No change | 40 | $12K |
| Rossby Financial, LCC | 0.00% | Add +18.2% | 39 | $11K |
| Private Trust Co. NA | 0.00% | No change | 39 | $11K |
| Rothschild Investment LLC | 0.00% | Add +116.7% | 39 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 38 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 34 | $10K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -95.8% | 35 | $10K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 34 | $10K |
| Highline Wealth Partners LLC | 0.00% | No change | 34 | $10K |
| S&T Bank | 0.00% | Add +32.0% | 33 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +3.2% | 32 | $9K |
| Covestor Ltd | 0.01% | No change | 32 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 30 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 27 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.9% | 27 | $8K |
| Entrust Financial LLC | 0.00% | No change | 25 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 25 | $7K |
| Bogart Wealth, LLC | 0.00% | Reduce -7.4% | 25 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +14.3% | 24 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 24 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 20 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 20 | $6K |
| Dogwood Wealth Management LLC | 0.00% | No change | 19 | $5K |
| Hughes Financial Services, LLC | 0.00% | Add +157.1% | 18 | $5K |
| TD Capital Management LLC | 0.00% | No change | 16 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 16 | $5K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 15 | $4K |
| WPG Advisers, LLC | 0.00% | Add +7.7% | 14 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 14 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +16.7% | 14 | $4K |
| Valued Wealth Advisors LLC | 0.00% | Add +9.1% | 12 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 12 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 11 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -9.1% | 10 | $3K |
| United Financial Planning Group LLC | 0.00% | No change | 9 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +50.0% | 9 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 9 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 8 | $2K |
| Zions Bancorporation, National Association | 0.00% | No change | 8 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 7 | $2K |
| First Pacific Financial | 0.00% | No change | 7 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +250.0% | 7 | $2K |
| Bellevue Asset Management, LLC | 0.00% | New | 7 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $2K |
| First Horizon Corp. | 0.00% | No change | 7 | $2K |
| CoreCap Advisors, LLC | 0.00% | Add +600.0% | 7 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 6 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +50.0% | 6 | $2K |
| Ameriflex Group, Inc. | 0.00% | New | 6 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -44.4% | 5 | $1K |
| Kilter Group LLC | 0.00% | Reduce -16.7% | 5 | $1K |
| JPL Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 5 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -60.0% | 4 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 3 | $853 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $853 |
| Creative Financial Designs Inc. | 0.00% | No change | 3 | $853 |
| DecisionPoint Financial, LLC | 0.00% | Add +100.0% | 2 | $584 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 2 | $568 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $292 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $284 |
| Signature Equity Partners, LLC | 0.00% | No change | 1 | $284 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $284 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $284 |
| Avion Wealth | 0.00% | No change | 3 | $0 |
| Navigoe, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is PRI's weight in each manager's 13F, not the share of Primerica Inc. the manager owns.