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Primerica Inc (PRI)

CUSIP: 74164M108 | NYSE | Financial Services · Insurance - Life | Mid Cap | 1353 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Geode Capital Management, LLC897,053
0.0% of portfolio›$244.4M
Dimensional Fund Advisors LP673,003
0.0% of portfolio›$183.3M
AGF Management LTD400,841
0.4% of portfolio›$109.2M
Bank of New York Mellon Corp278,603
0.0% of portfolio›$75.9M
Academy Capital Management128,590
4.7% of portfolio›$35.0M
PhiloSmith Capital Corp117,600
8.9% of portfolio›$32.0M
Eulav Asset Management97,956
1.0% of portfolio›$26.7M
MacKenzie Financial Corp94,876
0.0% of portfolio›$25.8M
ProShare Advisors LLC87,677
0.0% of portfolio›$23.9M
Arbejdsmarkedets Tillaegspension85,720
0.6% of portfolio›$23.3M
Copeland Capital Management, LLC83,761
0.5% of portfolio›$22.8M
BI Asset Management Fondsmaeglerselskab A/S72,057
0.0% of portfolio›$19.6K
Principal Financial Group Inc70,684
0.0% of portfolio›$19.3M
Alps Advisors Inc55,255
0.1% of portfolio›$15.1M
Barclays PLC47,050
0.0% of portfolio›$12.8M
Running Oak Capital LLC40,071
1.8% of portfolio›$10.9M
Regions Financial Corp35,177
0.1% of portfolio›$9.6M
Russell Investments Group, Ltd.32,171
0.0% of portfolio›$8.8M
Retirement Systems of Alabama31,745
0.0% of portfolio›$8.6M
Vest Financial, LLC28,878
0.1% of portfolio›$7.9M
State of Alaska, Department of Revenue27,685
0.0% of portfolio›$7.5K
KBC Group NV24,608
0.0% of portfolio›$6.7K
Crossmark Global Holdings, Inc.21,078
0.1% of portfolio›$5.7M
Mutual of America Capital Management LLC19,978
0.1% of portfolio›$5.4M
Artemis Investment Management LLP17,776
0.0% of portfolio›$4.8M
Prescott Group Capital Management, L.L.C.17,743
0.4% of portfolio›$4.8M
Marks Group Wealth Management, Inc17,492
0.4% of portfolio›$4.8M
JLB & Associates Inc17,314
0.7% of portfolio›$4.9M
B. Metzler seel. Sohn & Co. AG16,607
0.0% of portfolio›$4.5M
Vista Investment Partners LLC16,360
1.2% of portfolio›$4.5M
Creative Planning14,994
0.0% of portfolio›$4.1M
Illinois Municipal Retirement Fund14,851
0.0% of portfolio›$4.0M
Virginia Retirement Systems ET Al14,334
0.0% of portfolio›$3.9M
Fifth Third Bancorp14,098
0.0% of portfolio›$3.8M
Amalgamated Bank13,846
0.0% of portfolio›$3.8K
Ritholtz Wealth Management13,660
0.1% of portfolio›$3.7M
New York State Teachers Retirement System10,552
0.0% of portfolio›$2.9K
LPL Financial LLC10,551
0.0% of portfolio›$2.9M
Y-Intercept (Hong Kong) Ltd10,207
0.1% of portfolio›$2.8M
Citigroup Inc10,041
0.0% of portfolio›$2.7M
Atria Investments, Inc9,977
0.0% of portfolio›$2.7M
State of New Jersey Common Pension Fund D9,525
0.0% of portfolio›$2.6M
Vista Investment Partners II, LLC9,482
1.0% of portfolio›$2.6M
Louisiana State Employees Retirement System9,100
0.0% of portfolio›$2.5M
Arizona State Retirement System8,781
0.0% of portfolio›$2.4M
Robeco Institutional Asset Management B.V.8,722
0.0% of portfolio›$2.4M
Yousif Capital Management, LLC8,305
0.0% of portfolio›$2.3M
Davenport & Co LLC8,234
0.0% of portfolio›$2.2M
Wealth Enhancement Advisory Services, LLC7,754
0.0% of portfolio›$2.1M
TD Waterhouse Canada Inc.7,725
0.0% of portfolio›$2.1M
Lanark Financial, Inc.7,641
0.1% of portfolio›$2.1M
Ausbil Investment Management Ltd7,381
1.0% of portfolio›$2.0M
PFA Pension, Forsikringsaktieselskab7,371
0.0% of portfolio›$2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,346
0.0% of portfolio›$2.0M
State of Michigan Retirement System7,219
0.0% of portfolio›$2.0M
Allen Investment Management, LLC6,916
0.0% of portfolio›$1.9M
Truist Financial Corp6,805
0.0% of portfolio›$1.9M
New Mexico Educational Retirement Board6,800
0.0% of portfolio›$1.9K
PensionDanmark Pensionsforsikringsaktieselskab6,790
0.0% of portfolio›$1.8M
Thrivent Financial for Lutherans6,744
0.0% of portfolio›$1.8K
Diversified Management Inc6,533
0.3% of portfolio›$1.8M
Oregon Public Employees Retirement Fund6,375
0.0% of portfolio›$1.7M
Deutsche Bank Ag\6,248
0.0% of portfolio›$1.7M
State of Wyoming6,100
0.1% of portfolio›$1.7M
Nisa Investment Advisors, LLC5,744
0.0% of portfolio›$1.6M
DekaBank Deutsche Girozentrale5,524
0.0% of portfolio›$1.5K
Gamma Investing LLC5,315
0.0% of portfolio›$1.4M
SVB Wealth LLC5,186
0.1% of portfolio›$1.4M
Vise Technologies, Inc.5,169
0.0% of portfolio›$1.4M
Pictet Asset Management Holding SA4,953
0.0% of portfolio›$1.3M
PNC Financial Services Group, Inc.4,902
0.0% of portfolio›$1.3M
Dixon Fnancial Services, Inc.4,857
0.5% of portfolio›$1.3M
New York Life Investment Management LLC4,596
0.0% of portfolio›$1.3M
CenterBook Partners LP4,528
0.1% of portfolio›$1.2M
Great Lakes Advisors, LLC4,464
0.0% of portfolio›$1.2M
Quantum Private Wealth, LLC4,456
0.3% of portfolio›$1.2M
James Investment Research, Inc.4,108
0.1% of portfolio›$1.1M
Impact Capital Partners LLC4,029
0.3% of portfolio›$1.1M
Elco Management Co., LLC4,000
0.5% of portfolio›$1.1M
Assetmark, Inc3,991
0.0% of portfolio›$1.1M
Sendero Wealth Management, LLC3,921
0.1% of portfolio›$1.1M
Daiwa Securities Group Inc.3,775
0.0% of portfolio›$1.0M
Natixis3,725
0.0% of portfolio›$1.0M
Xponance LLC3,650
0.0% of portfolio›$994.2K
Curated Wealth Partners LLC3,490
0.1% of portfolio›$950.6K
Quadrant Capital Group LLC3,056
0.0% of portfolio›$847.6K
Swiss Life Asset Management Ltd3,014
0.0% of portfolio›$821.0K
Exchange Traded Concepts, LLC2,875
0.0% of portfolio›$783.1K
Oppenheimer Asset Management Inc.2,812
0.0% of portfolio›$766.0K
HB Wealth Management, LLC2,785
0.0% of portfolio›$751.0K
D.A. Davidson & Co.2,781
0.0% of portfolio›$757.5K
MGO One Seven LLC2,762
0.0% of portfolio›$752.3K
Harbor Capital Advisors, Inc.2,648
0.0% of portfolio›$721
Ethic Inc.2,617
0.0% of portfolio›$712.9K
Commonwealth Equity Services, LLC2,609
0.0% of portfolio›$710.7K
WBI Investments, LLC2,358
0.2% of portfolio›$642.3K
Everhart Financial Group, Inc.2,318
0.0% of portfolio›$631.4K
Kestra Private Wealth Services, LLC2,311
0.0% of portfolio›$629.4K
First Citizens Bank & Trust Co2,306
0.0% of portfolio›$628.1K
Baker Ellis Asset Management LLC2,281
0.1% of portfolio›$621.3K
Securian Asset Management, Inc2,278
0.0% of portfolio›$620.5K
Oak Thistle LLC2,249
0.1% of portfolio›$612.6K
iA Global Asset Management Inc.2,245
0.0% of portfolio›$612
Evergreen Capital Management LLC2,242
0.0% of portfolio›$610.7K
Svrn Asset Management, LLC2,235
0.3% of portfolio›$608.8K
Fifth Third Wealth Advisors LLC2,172
0.0% of portfolio›$591.6K
MQS Management LLC2,147
0.3% of portfolio›$584.8K
Achmea Investment Management B.V.2,130
0.0% of portfolio›$580.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,068
0.0% of portfolio›$563.3K
Sylvest Advisors, LLC2,000
0.2% of portfolio›$544.8K
Chicago Partners Investment Group LLC1,935
0.0% of portfolio›$531.1K
Maryland State Retirement & Pension System1,933
0.0% of portfolio›$526.5K
Apollon Wealth Management, LLC1,795
0.0% of portfolio›$489.0K
Inspire Investing, LLC1,652
0.0% of portfolio›$450.0K
Radnor Capital Management, LLC1,600
0.1% of portfolio›$435.8K
Certuity, LLC1,543
0.0% of portfolio›$420.3K
Crestwood Advisors Group, LLC1,512
0.0% of portfolio›$411.9K
Ashton Thomas Private Wealth, LLC1,510
0.0% of portfolio›$411.3K
Cambridge Investment Research Advisors, Inc.1,502
0.0% of portfolio›$409
Childress Capital Advisors, LLC1,472
0.1% of portfolio›$401.0K
Amundi1,389
0.0% of portfolio›$378.4K
Stackstone Wealth, LLC1,344
0.0% of portfolio›$366.1K
Allspring Global Investments Holdings, LLC1,293
0.0% of portfolio›$357.7K
HUB Investment Partners, LLC1,293
0.0% of portfolio›$352.2K
Riverwater Partners LLC1,281
0.1% of portfolio›$348.9K
Aaron Wealth Advisors LLC1,266
0.0% of portfolio›$344.8K
PFW Advisors LLC1,263
0.1% of portfolio›$344.0K
Nykredit A/S1,252
0.0% of portfolio›$341.0K
Petros Family Wealth, LLC1,183
0.2% of portfolio›$322.2K
Compound Planning, Inc.1,164
0.0% of portfolio›$317.1K
AlphaCore Capital LLC1,155
0.0% of portfolio›$314.6K
Tannin Capital LLC1,152
0.2% of portfolio›$313.8K
Sumitomo Mitsui Trust Group, Inc.1,140
0.0% of portfolio›$310.5K
Parkside Financial Bank & Trust1,124
0.0% of portfolio›$306.2K
Savant Capital, LLC1,121
0.0% of portfolio›$305.4K
Baker Avenue Asset Management, LP1,114
0.0% of portfolio›$303.4K
Olympiad Research LP1,070
0.4% of portfolio›$291.5K
Ifrah Financial Services, Inc.1,001
0.1% of portfolio›$272.6K
CIBC Asset Management Inc979
0.0% of portfolio›$266.7K
Marin Bay Wealth Advisors, LLC975
0.1% of portfolio›$265.6K
Argos Wealth Advisors, LLC967
0.1% of portfolio›$263.4K
North Dakota State Investment Board958
0.0% of portfolio›$261.0K
Merit Financial Group, LLC953
0.0% of portfolio›$259.5K
Kathmere Capital Management, LLC945
0.0% of portfolio›$257.3K
IFP Advisors, Inc920
0.0% of portfolio›$250.6K
Robertson Stephens Wealth Management, LLC916
0.0% of portfolio›$249.4K
Blue Square Asset Management, LLC913
0.1% of portfolio›$248.7K
Institute for Wealth Management, Llc.912
0.0% of portfolio›$248.4K
Citizens Financial Group Inc911
0.0% of portfolio›$248.1K
Elevation Point Wealth Partners, LLC910
0.0% of portfolio›$247.9K
Kestra Advisory Services, LLC906
0.0% of portfolio›$246.7K
Sterling Capital Management LLC905
0.0% of portfolio›$246.5K
US Bancorp \de\897
0.0% of portfolio›$244.3K
Praxis Investment Management Inc888
0.0% of portfolio›$242
Grey Ledge Advisors, LLC884
0.0% of portfolio›$240.8K
Trust Point Inc.848
0.0% of portfolio›$231.0K
StoneX Group Inc.823
0.0% of portfolio›$254.8K
Granite Investment Partners, LLC787
0.0% of portfolio›$214.4K
B. Riley Wealth Advisors, Inc.775
0.0% of portfolio›$211.1K
Clark Asset Management, LLC769
0.0% of portfolio›$209.5K
Ascent Group, LLC767
0.0% of portfolio›$208.9K
Forthright Family Wealth Advisory LLC763
0.1% of portfolio›$207.8K
Axxcess Wealth Management, LLC758
0.0% of portfolio›$206.5K
Mayfair Advisory Group, LLC740
0.1% of portfolio›$201.6K
Eurizon Capital SGR S.p.A.728
0.0% of portfolio›$201.2K
Signaturefd, LLC722
0.0% of portfolio›$196.7K
TD Private Client Wealth LLC634
0.0% of portfolio›$172.7K
United Community Bank630
0.1% of portfolio›$171.6K
Wilmington Savings Fund Society, FSB579
0.0% of portfolio›$157.7K
Larson Financial Group LLC573
0.0% of portfolio›$156.0K
Oakworth Capital, Inc.549
0.0% of portfolio›$149.5K
UMB Bank, n.a.509
0.0% of portfolio›$138.6K
Blue Trust, Inc.497
0.0% of portfolio›$135.4K
Farther Finance Advisors, LLC471
0.0% of portfolio›$128.2K
Parallel Advisors, LLC445
0.0% of portfolio›$121.2K
Strs Ohio430
0.0% of portfolio›$117.1K
Allworth Financial LP422
0.0% of portfolio›$119.9K
Versant Capital Management, Inc405
0.0% of portfolio›$110.3K
Mitsubishi UFJ Asset Management Co., Ltd.387
0.0% of portfolio›$106.0K
Steph & Co364
0.0% of portfolio›$99.2K
City State Bank307
0.0% of portfolio›$83.6K
SJS Investment Consulting Inc.267
0.0% of portfolio›$72.7K
Compass Wealth Management LLC256
0.0% of portfolio›$69.7K
Root Financial Partners, LLC239
0.0% of portfolio›$65.1K
Davis Capital Management238
0.0% of portfolio›$64.8K
Elyxium Wealth, LLC229
0.0% of portfolio›$62.4K
EverSource Wealth Advisors, LLC219
0.0% of portfolio›$59.7K
CX Institutional189
0.0% of portfolio›$51
Pension & Wealth Management Advisors, Inc.158
0.0% of portfolio›$43.0K
Ashurst Perkins Coie Trust Co154
0.0% of portfolio›$41.9K
Bokf, NA150
0.0% of portfolio›$40.9K
Cullen T Bankers, Inc.142
0.0% of portfolio›$38.7K
V-Square Quantitative Management LLC127
0.0% of portfolio›$34.6K
True Wealth Design, LLC125
0.0% of portfolio›$34.0K
Private Trust Co NA123
0.0% of portfolio›$33.5K
Align Financial, LLC119
0.0% of portfolio›$32.4K
Hilltop National Bank113
0.0% of portfolio›$30.8K
Essential Partners LLC107
0.0% of portfolio›$29.1K
Physician Wealth Advisors, Inc.99
0.0% of portfolio›$27.0K
Mcdonald Partners LLC85
0.0% of portfolio›$23.2K
Elevation Wealth Partners, LLC69
0.0% of portfolio›$18.8K
Clearstead Trust, LLC53
0.0% of portfolio›$14.4K
Clearstead Advisors, LLC52
0.0% of portfolio›$14.2K
New England Capital Financial Advisors LLC50
0.0% of portfolio›$13.6K
Highline Wealth Partners LLC47
0.0% of portfolio›$12.8K
Golden State Wealth Management, LLC46
0.0% of portfolio›$12.7K
MassMutual Private Wealth & Trust, FSB45
0.0% of portfolio›$12.3K
JFS Wealth Advisors, LLC44
0.0% of portfolio›$12.0K
Bullock Wealth Management Group40
0.0% of portfolio›$11.0K
Capital Advisors, Ltd. LLC38
0.0% of portfolio›$10
SRH Advisors, LLC38
0.0% of portfolio›$10.4K
Rossby Financial, LCC38
0.0% of portfolio›$10.4K
Fortitude Family Office, LLC37
0.0% of portfolio›$10.1K
Rothwell Investment Advisors, LLC37
0.0% of portfolio›$10.0K
Covestor Ltd31
0.0% of portfolio›$9
GK Wealth Management LLC30
0.0% of portfolio›$8.2K
Caitong International Asset Management Co., Ltd29
0.0% of portfolio›$7.9K
Farmers & Merchants Investments Inc27
0.0% of portfolio›$7.4K
Entrust Financial LLC25
0.0% of portfolio›$6.8K
First Command Advisory Services, Inc.24
0.0% of portfolio›$6.5K
Acumen Wealth Advisors, LLC23
0.0% of portfolio›$6.3K
Cedar Mountain Advisors, LLC20
0.0% of portfolio›$5.4K
Hughes Financial Services, LLC18
0.0% of portfolio›$5.1K
High Note Wealth, LLC16
0.0% of portfolio›$4.4K
Proathlete Wealth Management LLC16
0.0% of portfolio›$4.4K
Valued Wealth Advisors LLC15
0.0% of portfolio›$4.1K
Owl Creek Wealth Partners LLC15
0.0% of portfolio›$4.1K
WPG Advisers, LLC14
0.0% of portfolio›$3.8K
Mather Group, Llc.13
0.0% of portfolio›$3.5K
Creative Capital Management Investments LLC13
0.0% of portfolio›$3.5K
Bell Investment Advisors, Inc11
0.0% of portfolio›$3.0K
Marquette Asset Management, LLC10
0.0% of portfolio›$2.7K
Bay Harbor Wealth Management, LLC10
0.0% of portfolio›$2.7K
Provenance Wealth Advisors, LLC10
0.0% of portfolio›$2.7K
DiNuzzo Private Wealth, Inc.10
0.0% of portfolio›$2.7K
SBI Securities Co., Ltd.9
0.0% of portfolio›$2.5K
Bare Financial Services, Inc9
0.0% of portfolio›$2.5K
Financial Management Professionals, Inc.9
0.0% of portfolio›$2.5K
Zions Bancorporation, National Association8
0.0% of portfolio›$2.2K
Jacobi Capital Management LLC8
0.0% of portfolio›$2.2K
First Horizon Corp7
0.0% of portfolio›$1.9K
First Pacific Financial7
0.0% of portfolio›$1.9K
Cromwell Holdings LLC6
0.0% of portfolio›$1.6K
Wealth Enhancement Trust Services, Inc.5
0.0% of portfolio›$1.4K
Valley National Advisers Inc5
0.0% of portfolio›$1.4K
Manchester Capital Management LLC4
0.0% of portfolio›$1.1K
Fairway Wealth LLC4
0.0% of portfolio›$1.1K
Silver Grove Financial Group, Inc.3
0.0% of portfolio›$817
Compass Financial Management LLC3
0.0% of portfolio›$817
DecisionPoint Financial, LLC3
0.0% of portfolio›$825
Asset Dedication, LLC3
0.0% of portfolio›$860
Central Trust Co3
0.0% of portfolio›$818
Financial Consulate, Inc3
0.0% of portfolio›$818
Pinnacle Wealth Planning Services, Inc.3
0.0% of portfolio›$817
Creative Financial Designs Inc3
0.0% of portfolio›$817
Meriwether Wealth & Planning, LLC2
0.0% of portfolio›$545
CoreCap Advisors, LLC1
0.0% of portfolio›$272
Signature Equity Partners, LLC1
0.0% of portfolio›$272
Salomon & Ludwin, LLC1
0.0% of portfolio›$272
StyleTurnoverLocationFiled
Geode Capital Management, LLC
897,053$244.4M0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
673,003$183.3M0.0%IndexLowAustin, TX2026-11-04
AGF Management LTD
400,841$109.2M0.4%GrowthHighToronto, Australia2026-11-03
Bank of New York Mellon Corp
278,603$75.9M0.0%CoreLowNew York, NY2026-11-05
Academy Capital Management
128,590$35.0M4.7%CoreLowWaco, TX2026-11-05
PhiloSmith Capital Corp
117,600$32.0M8.9%Deep ValueVery LowStamford, CT2026-10-23
Eulav Asset Management
97,956$26.7M1.0%GrowthMediumSarasota, FL2026-10-23
MacKenzie Financial Corp
94,876$25.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
ProShare Advisors LLC
87,677$23.9M0.0%GrowthLowBethesda, MD2026-10-29
Arbejdsmarkedets Tillaegspension
85,720$23.3M0.6%ValueHighHilleroed, Greece2026-10-30
Copeland Capital Management, LLC
83,761$22.8M0.5%ValueMediumConshohocken, PA2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
72,057$19.6K0.0%CoreMediumKobenhavn, Greece2026-10-22
Principal Financial Group Inc
70,684$19.3M0.0%CoreLowDes Moines, IA2026-11-02
Alps Advisors Inc
55,255$15.1M0.1%YieldLowDenver, CO2026-11-03
Barclays PLC
47,050$12.8M0.0%CoreMediumLondon, United Kingdom2026-11-06
Running Oak Capital LLC
40,071$10.9M1.8%ValueLowEdina, MN2026-11-04
Regions Financial Corp
35,177$9.6M0.1%CoreLowBirmingham, AL2026-11-05
Russell Investments Group, Ltd.
32,171$8.8M0.0%CoreLowSeattle, WA2026-11-06
Retirement Systems of Alabama
31,745$8.6M0.0%IndexLowMontgomery, AL2026-11-04
Vest Financial, LLC
28,878$7.9M0.1%ValueMediumMclean, VA2026-10-21
State of Alaska, Department of Revenue
27,685$7.5K0.0%CoreVery LowJuneau, AK2026-10-15
KBC Group NV
24,608$6.7K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Crossmark Global Holdings, Inc.
21,078$5.7M0.1%GARPMediumHouston, TX2026-10-21
Mutual of America Capital Management LLC
19,978$5.4M0.1%IndexLowNew York, NY2026-10-23
Artemis Investment Management LLP
17,776$4.8M0.0%GARPHighEdinburgh, United Kingdom2026-10-08
Prescott Group Capital Management, L.L.C.
17,743$4.8M0.4%Deep ValueMediumTulsa, OK2026-10-30
Marks Group Wealth Management, Inc
17,492$4.8M0.4%CoreMediumMinnetonka, MN2026-11-05
JLB & Associates Inc
17,314$4.9M0.7%CoreLowPlymouth, MI2026-10-27
B. Metzler seel. Sohn & Co. AG
16,607$4.5M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Vista Investment Partners LLC
16,360$4.5M1.2%MomentumMediumOklahoma City, OK2026-10-08
Creative Planning
14,994$4.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Illinois Municipal Retirement Fund
14,851$4.0M0.0%CoreMediumOak Brook, IL2026-11-05
Virginia Retirement Systems ET Al
14,334$3.9M0.0%CoreMediumRichmond, VA2026-10-28
Fifth Third Bancorp
14,098$3.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Amalgamated Bank
13,846$3.8K0.0%CoreVery LowNew York, NY2026-10-23
Ritholtz Wealth Management
13,660$3.7M0.1%IndexLowNew York, NY2026-11-05
New York State Teachers Retirement System
10,552$2.9K0.0%CoreVery LowAlbany, NY2026-10-22
LPL Financial LLC
10,551$2.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Y-Intercept (Hong Kong) Ltd
10,207$2.8M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Citigroup Inc
10,041$2.7M0.0%CoreMediumNew York, NY2026-11-04
Atria Investments, Inc
9,977$2.7M0.0%CoreMediumCharlotte, NC2026-10-15
State of New Jersey Common Pension Fund D
9,525$2.6M0.0%CoreLowTrenton, NJ2026-11-05
Vista Investment Partners II, LLC
9,482$2.6M1.0%CoreMediumRichmond, IN2026-10-15
Louisiana State Employees Retirement System
9,100$2.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
8,781$2.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Robeco Institutional Asset Management B.V.
8,722$2.4M0.0%CoreMediumRotterdam, Philippines2026-10-20
Yousif Capital Management, LLC
8,305$2.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Davenport & Co LLC
8,234$2.2M0.0%CoreMediumRichmond, VA2026-10-14
Wealth Enhancement Advisory Services, LLC
7,754$2.1M0.0%CoreLowPlymouth, MN2026-10-13
TD Waterhouse Canada Inc.
7,725$2.1M0.0%CoreLowToronto, Australia2026-10-16
Lanark Financial, Inc.
7,641$2.1M0.1%CoreMediumBirmingham, AL2026-10-26
Ausbil Investment Management Ltd
7,381$2.0M1.0%ValueMediumSydney, China2026-10-08
PFA Pension, Forsikringsaktieselskab
7,371$2.0M0.0%CoreLowCopenhagen, Greece2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
7,346$2.0M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
7,219$2.0M0.0%IndexLowEast Lansing, MI2026-10-27
Allen Investment Management, LLC
6,916$1.9M0.0%MomentumMediumNew York, NY2026-11-03
Truist Financial Corp
6,805$1.9M0.0%CoreLowCharlotte, NC2026-10-30
New Mexico Educational Retirement Board
6,800$1.9K0.0%IndexVery LowSanta Fe, NM2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
6,790$1.8M0.0%IndexLowCopenhagen O, Greece2026-10-19
Thrivent Financial for Lutherans
6,744$1.8K0.0%GARPMediumMinneapolis, MN2026-11-05
Diversified Management Inc
6,533$1.8M0.3%CoreVery LowMilwaukee, WI2026-10-08
Oregon Public Employees Retirement Fund
6,375$1.7M0.0%IndexVery LowTigard, OR2026-10-30
Deutsche Bank Ag\
6,248$1.7M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
State of Wyoming
6,100$1.7M0.1%ValueHighCheyenne, WY2026-10-28
Nisa Investment Advisors, LLC
5,744$1.6M0.0%IndexVery LowSt. Louis, MO2026-10-20
DekaBank Deutsche Girozentrale
5,524$1.5K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Gamma Investing LLC
5,315$1.4M0.0%IndexVery LowFoster City, CA2026-10-08
SVB Wealth LLC
5,186$1.4M0.1%CoreLowBoston, MA2026-11-06
Vise Technologies, Inc.
5,169$1.4M0.0%IndexLowNew York, NY2026-10-29
Pictet Asset Management Holding SA
4,953$1.3M0.0%GrowthMediumCarouge, Switzerland2026-11-03
PNC Financial Services Group, Inc.
4,902$1.3M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Dixon Fnancial Services, Inc.
4,857$1.3M0.5%ETFVery LowLafayette, CA2026-10-23
New York Life Investment Management LLC
4,596$1.3M0.0%GrowthLowNew York, NY2026-11-04
CenterBook Partners LP
4,528$1.2M0.1%ValueVery HighGreenwich, CT2026-11-02
Great Lakes Advisors, LLC
4,464$1.2M0.0%CoreMediumChicago, IL2026-11-06
Quantum Private Wealth, LLC
4,456$1.2M0.3%GrowthLowTampa, FL2026-10-20
James Investment Research, Inc.
4,108$1.1M0.1%CoreLowAlpha, OH2026-10-22
Impact Capital Partners LLC
4,029$1.1M0.3%GrowthLowGreenwood Village, CO2026-10-22
Elco Management Co., LLC
4,000$1.1M0.5%CoreLowNew York, NY2026-10-14
Assetmark, Inc
3,991$1.1M0.0%ETFLowConcord, CA2026-10-21
Sendero Wealth Management, LLC
3,921$1.1M0.1%GARPLowSan Antonio, TX2026-10-14
Daiwa Securities Group Inc.
3,775$1.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Natixis
3,725$1.0M0.0%GARPHighParis, India2026-11-06
Xponance LLC
3,650$994.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Curated Wealth Partners LLC
3,490$950.6K0.1%GARPLowEl Segundo, CA2026-10-15
Quadrant Capital Group LLC
3,056$847.6K0.0%CoreLowCincinnati, OH2026-10-20
Swiss Life Asset Management Ltd
3,014$821.0K0.0%CoreLowZurich, Switzerland2026-11-03
Exchange Traded Concepts, LLC
2,875$783.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Oppenheimer Asset Management Inc.
2,812$766.0K0.0%CoreMediumNew York, NY2026-10-27
HB Wealth Management, LLC
2,785$751.0K0.0%IndexVery LowAtlanta, GA2026-10-23
D.A. Davidson & Co.
2,781$757.5K0.0%CoreLowGreat Falls, MT2026-10-28
MGO One Seven LLC
2,762$752.3K0.0%GrowthLowBeachwood, OH2026-10-28
Harbor Capital Advisors, Inc.
2,648$7210.0%ValueHighChicago, IL2026-10-22
Ethic Inc.
2,617$712.9K0.0%CoreLowNew York, NY2026-11-03
Commonwealth Equity Services, LLC
2,609$710.7K0.0%ETFLowWaltham, MA2026-11-02
WBI Investments, LLC
2,358$642.3K0.2%ValueVery HighRed Bank, NJ2026-11-05
Everhart Financial Group, Inc.
2,318$631.4K0.0%ETFLowDublin, OH2026-10-08
Kestra Private Wealth Services, LLC
2,311$629.4K0.0%GrowthLowAustin, TX2026-11-06
First Citizens Bank & Trust Co
2,306$628.1K0.0%CoreMediumRaleigh, NC2026-10-14
Baker Ellis Asset Management LLC
2,281$621.3K0.1%GARPVery LowVancouver, WA2026-10-14
Securian Asset Management, Inc
2,278$620.5K0.0%IndexLowSt Paul, MN2026-11-06
Oak Thistle LLC
2,249$612.6K0.1%ValueVery HighNew York, NY2026-10-21
iA Global Asset Management Inc.
2,245$6120.0%GrowthMediumQuebec, Austria2026-10-29
Evergreen Capital Management LLC
2,242$610.7K0.0%GARPMediumBellevue, WA2026-10-23
Svrn Asset Management, LLC
2,235$608.8K0.3%ETFVery LowAustin, TX2026-11-02
Fifth Third Wealth Advisors LLC
2,172$591.6K0.0%IndexVery LowCincinnati, OH2026-10-22
MQS Management LLC
2,147$584.8K0.3%Deep ValueVery HighNew York, NY2026-11-06
Achmea Investment Management B.V.
2,130$580.7K0.0%CoreMediumZeist, Philippines2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,068$563.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Sylvest Advisors, LLC
2,000$544.8K0.2%ETFMediumDallas, TX2026-10-26
Chicago Partners Investment Group LLC
1,935$531.1K0.0%GARPLowChicago, IL2026-10-27
Maryland State Retirement & Pension System
1,933$526.5K0.0%IndexVery LowBaltimore, MD2026-11-05
Apollon Wealth Management, LLC
1,795$489.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Inspire Investing, LLC
1,652$450.0K0.0%GARPHighMeridian, ID2026-10-22
Radnor Capital Management, LLC
1,600$435.8K0.1%CoreLowWayne, PA2026-10-23
Certuity, LLC
1,543$420.3K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Crestwood Advisors Group, LLC
1,512$411.9K0.0%GrowthLowBoston, MA2026-10-27
Ashton Thomas Private Wealth, LLC
1,510$411.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
1,502$4090.0%ETFLowFairfield, IA2026-11-02
Childress Capital Advisors, LLC
1,472$401.0K0.1%GARPMediumHouston, TX2026-10-28
Amundi
1,389$378.4K0.0%CoreMediumParis, India2026-11-06
Stackstone Wealth, LLC
1,344$366.1K0.0%CoreN/ADubuque, IA2026-10-19
Allspring Global Investments Holdings, LLC
1,293$357.7K0.0%CoreMediumCharlotte, NC2026-11-04
HUB Investment Partners, LLC
1,293$352.2K0.0%GrowthLowAustin, TX2026-11-03
Riverwater Partners LLC
1,281$348.9K0.1%ValueMediumMilwaukee, WI2026-11-03
Aaron Wealth Advisors LLC
1,266$344.8K0.0%GrowthMediumChicago, IL2026-10-13
PFW Advisors LLC
1,263$344.0K0.1%CoreLowAtlanta, GA2026-10-07
Nykredit A/S
1,252$341.0K0.0%CoreN/ANordhavn, Greece2026-11-06
Petros Family Wealth, LLC
1,183$322.2K0.2%GrowthMediumBloomington, MN2026-10-28
Compound Planning, Inc.
1,164$317.1K0.0%CoreLowNew York, NY2026-11-05
AlphaCore Capital LLC
1,155$314.6K0.0%ETFLowLa Jolla, CA2026-11-04
Tannin Capital LLC
1,152$313.8K0.2%CoreMediumCharlotte, NC2026-11-05
Sumitomo Mitsui Trust Group, Inc.
1,140$310.5K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Parkside Financial Bank & Trust
1,124$306.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Savant Capital, LLC
1,121$305.4K0.0%IndexVery LowRockford, IL2026-11-06
Baker Avenue Asset Management, LP
1,114$303.4K0.0%GrowthLowSan Francisco, CA2026-11-06
Olympiad Research LP
1,070$291.5K0.4%Deep ValueVery HighStamford, CT2026-11-04
Ifrah Financial Services, Inc.
1,001$272.6K0.1%ETFLowLittle Rock, AR2026-10-13
CIBC Asset Management Inc
979$266.7K0.0%GARPLowToronto, South Africa2026-11-05
Marin Bay Wealth Advisors, LLC
975$265.6K0.1%GrowthLowSan Anselmo, CA2026-10-28
Argos Wealth Advisors, LLC
967$263.4K0.1%GrowthLowSacramento, CA2026-11-02
North Dakota State Investment Board
958$261.0K0.0%GrowthMediumBismarck, ND2026-10-27
Merit Financial Group, LLC
953$259.5K0.0%ETFLowAlpharetta, GA2026-11-06
Kathmere Capital Management, LLC
945$257.3K0.0%ETFLowWayne, PA2026-10-20
IFP Advisors, Inc
920$250.6K0.0%GrowthLowTampa, FL2026-10-16
Robertson Stephens Wealth Management, LLC
916$249.4K0.0%ETFMediumSan Francisco, CA2026-10-16
Blue Square Asset Management, LLC
913$248.7K0.1%MomentumMediumNew York, NY2026-11-02
Institute for Wealth Management, Llc.
912$248.4K0.0%GrowthLowDenver, CO2026-11-06
Citizens Financial Group Inc
911$248.1K0.0%GrowthLowProvidence, RI2026-10-23
Elevation Point Wealth Partners, LLC
910$247.9K0.0%CoreHighDenver, CO2026-11-05
Kestra Advisory Services, LLC
906$246.7K0.0%CoreLowAustin, TX2026-11-02
Sterling Capital Management LLC
905$246.5K0.0%GARPMediumCharlotte, NC2026-10-22
US Bancorp \de\
897$244.3K0.0%IndexLowMinneapolis, MN2026-11-05
Praxis Investment Management Inc
888$2420.0%CoreLowGoshen, IN2026-11-03
Grey Ledge Advisors, LLC
884$240.8K0.0%CoreLowGuilford, CT2026-11-02
Trust Point Inc.
848$231.0K0.0%CoreMediumLa Crosse, WI2026-10-27
StoneX Group Inc.
823$254.8K0.0%ETFMediumNew York, NY2026-11-03
Granite Investment Partners, LLC
787$214.4K0.0%CoreMediumEl Segundo, CA2026-11-04
B. Riley Wealth Advisors, Inc.
775$211.1K0.0%GrowthLowMemphis, TN2026-10-13
Clark Asset Management, LLC
769$209.5K0.0%ETFVery LowStratham, NH2026-10-19
Ascent Group, LLC
767$208.9K0.0%CoreLowVirginia Beach, VA2026-10-30
Forthright Family Wealth Advisory LLC
763$207.8K0.1%ETFHighHouston, TX2026-11-03
Axxcess Wealth Management, LLC
758$206.5K0.0%CoreLowCarlsbad, CA2026-10-21
Mayfair Advisory Group, LLC
740$201.6K0.1%ETFLowBirmingham, AL2026-10-20
Eurizon Capital SGR S.p.A.
728$201.2K0.0%CoreMediumMilan, Latvia2026-11-06
Signaturefd, LLC
722$196.7K0.0%IndexLowAtlanta, GA2026-10-23
TD Private Client Wealth LLC
634$172.7K0.0%ETFLowNew York, NY2026-10-28
United Community Bank
630$171.6K0.1%CoreLowGreenville, SC2026-10-28
Wilmington Savings Fund Society, FSB
579$157.7K0.0%CoreLowWilmington, DE2026-10-23
Larson Financial Group LLC
573$156.0K0.0%GrowthLowSt Louis, MO2026-11-05
Oakworth Capital, Inc.
549$149.5K0.0%ETFLowBirmingham, AL2026-10-26
UMB Bank, n.a.
509$138.6K0.0%CoreLowKansas City, MO2026-11-06
Blue Trust, Inc.
497$135.4K0.0%ETFLowBrentwood, TN2026-10-15
Farther Finance Advisors, LLC
471$128.2K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
445$121.2K0.0%IndexLowSan Francisco, CA2026-11-03
Strs Ohio
430$117.1K0.0%CoreMediumColumbus, OH2026-10-30
Allworth Financial LP
422$119.9K0.0%IndexLowFolsom, CA2026-11-06
Versant Capital Management, Inc
405$110.3K0.0%GARPLowPhoenix, AZ2026-10-02
Mitsubishi UFJ Asset Management Co., Ltd.
387$106.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Steph & Co
364$99.2K0.0%ETFLowMarinette, WI2026-10-07
City State Bank
307$83.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
SJS Investment Consulting Inc.
267$72.7K0.0%ETFVery LowSylvania, OH2026-10-26
Compass Wealth Management LLC
256$69.7K0.0%GARPLowGuilford, CT2026-10-22
Root Financial Partners, LLC
239$65.1K0.0%ETFMediumEncinitas, CA2026-10-21
Davis Capital Management
238$64.8K0.0%CoreLowJacksonville, FL2026-10-08
Elyxium Wealth, LLC
229$62.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
EverSource Wealth Advisors, LLC
219$59.7K0.0%CoreMediumBirmingham, AL2026-11-04
CX Institutional
189$510.0%CoreMediumAuburn, IN2026-10-02
Pension & Wealth Management Advisors, Inc.
158$43.0K0.0%ETFLowWaltham, MA2026-10-16
Ashurst Perkins Coie Trust Co
154$41.9K0.0%CoreVery LowSeattle, WA2026-10-15
Bokf, NA
150$40.9K0.0%CoreLowTulsa, OK2026-10-27
Cullen T Bankers, Inc.
142$38.7K0.0%GrowthLowSan Antonio, TX2026-10-28
V-Square Quantitative Management LLC
127$34.6K0.0%CoreLowChicago, IL2026-10-15
True Wealth Design, LLC
125$34.0K0.0%ETFMediumAkron, OH2026-10-13
Private Trust Co NA
123$33.5K0.0%CoreLowCleveland, OH2026-10-20
Align Financial, LLC
119$32.4K0.0%ETFVery LowHermantown, MN2026-10-16
Hilltop National Bank
113$30.8K0.0%CoreLowCasper, WY2026-10-14
Essential Partners LLC
107$29.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Physician Wealth Advisors, Inc.
99$27.0K0.0%ETFMediumMidvale, UT2026-10-20
Mcdonald Partners LLC
85$23.2K0.0%CoreLowCleveland, OH2026-11-03
Elevation Wealth Partners, LLC
69$18.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Clearstead Trust, LLC
53$14.4K0.0%GrowthLowPortland, ME2026-11-06
Clearstead Advisors, LLC
52$14.2K0.0%ETFLowCleveland, OH2026-11-06
New England Capital Financial Advisors LLC
50$13.6K0.0%ETFLowMeriden, CT2026-11-03
Highline Wealth Partners LLC
47$12.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Golden State Wealth Management, LLC
46$12.7K0.0%ETFMediumSanta Ana, CA2026-11-02
MassMutual Private Wealth & Trust, FSB
45$12.3K0.0%CoreLowSpringfield, MA2026-10-05
JFS Wealth Advisors, LLC
44$12.0K0.0%ETFVery LowHermitage, PA2026-11-03
Bullock Wealth Management Group
40$11.0K0.0%GrowthLowBloomington, IN2026-10-09
Capital Advisors, Ltd. LLC
38$100.0%ETFLowShaker Heights, OH2026-10-27
SRH Advisors, LLC
38$10.4K0.0%ETFVery LowSalina, KS2026-10-22
Rossby Financial, LCC
38$10.4K0.0%ETFMediumMelbourne, FL2026-11-05
Fortitude Family Office, LLC
37$10.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Rothwell Investment Advisors, LLC
37$10.0K0.0%N/AN/ASalem, MA2026-11-06
Covestor Ltd
31$90.0%ValueHighLondon, United Kingdom2026-10-30
GK Wealth Management LLC
30$8.2K0.0%GARPVery HighReno, NV2026-10-09
Caitong International Asset Management Co., Ltd
29$7.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Farmers & Merchants Investments Inc
27$7.4K0.0%CoreVery LowLincoln, NE2026-10-22
Entrust Financial LLC
25$6.8K0.0%ETFLowWayne, PA2026-11-04
First Command Advisory Services, Inc.
24$6.5K0.0%IndexLowFort Worth, TX2026-11-05
Acumen Wealth Advisors, LLC
23$6.3K0.0%GrowthHighChattanooga, TN2026-11-05
Cedar Mountain Advisors, LLC
20$5.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Hughes Financial Services, LLC
18$5.1K0.0%ETFLowHerndon, VA2026-10-30
High Note Wealth, LLC
16$4.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Proathlete Wealth Management LLC
16$4.4K0.0%ETFVery LowBoca Raton, FL2026-10-15
Valued Wealth Advisors LLC
15$4.1K0.0%IndexVery LowHolladay, UT2026-11-05
Owl Creek Wealth Partners LLC
15$4.1K0.0%IndexLowGreenwood Village, CO2026-10-20
WPG Advisers, LLC
14$3.8K0.0%CoreLowBaltimore, MD2026-10-27
Mather Group, Llc.
13$3.5K0.0%ETFMediumChicago, IL2026-10-14
Creative Capital Management Investments LLC
13$3.5K0.0%ETFLowSan Diego, CA2026-10-28
Bell Investment Advisors, Inc
11$3.0K0.0%ETFVery LowOrinda, CA2026-10-29
Marquette Asset Management, LLC
10$2.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
Bay Harbor Wealth Management, LLC
10$2.7K0.0%ETFMediumHunt Valley, MD2026-11-03
Provenance Wealth Advisors, LLC
10$2.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
DiNuzzo Private Wealth, Inc.
10$2.7K0.0%ETFLowBeaver, PA2026-10-16
SBI Securities Co., Ltd.
9$2.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bare Financial Services, Inc
9$2.5K0.0%ETFVery LowGap, PA2026-11-04
Financial Management Professionals, Inc.
9$2.5K0.0%ETFMediumAustin, TX2026-10-23
Zions Bancorporation, National Association
8$2.2K0.0%CoreMediumSalt Lake City, UT2026-11-06
Jacobi Capital Management LLC
8$2.2K0.0%CoreLowPittston, PA2026-11-05
First Horizon Corp
7$1.9K0.0%CoreLowMemphis, TN2026-10-26
First Pacific Financial
7$1.9K0.0%ETFLowVancouver, WA2026-10-14
Cromwell Holdings LLC
6$1.6K0.0%IndexLowJackson, WY2026-10-28
Wealth Enhancement Trust Services, Inc.
5$1.4K0.0%GrowthMediumSioux Falls, SD2026-10-07
Valley National Advisers Inc
5$1.4K0.0%ETFLowBethlehem, PA2026-10-23
Manchester Capital Management LLC
4$1.1K0.0%CoreLowManchester, VT2026-10-22
Fairway Wealth LLC
4$1.1K0.0%ETFLowIndependence, OH2026-10-30
Silver Grove Financial Group, Inc.
3$8170.0%CoreMediumOrchard Park, NY2026-11-05
Compass Financial Management LLC
3$8170.0%CoreN/ATampa, FL2026-10-30
DecisionPoint Financial, LLC
3$8250.0%ETFVery LowMesa, AZ2026-10-27
Asset Dedication, LLC
3$8600.0%ETFLowSan Francisco, CA2026-11-03
Central Trust Co
3$8180.0%CoreLowJefferson City, MO2026-11-05
Financial Consulate, Inc
3$8180.0%ETFLowHunt Valley, MD2026-10-23
Pinnacle Wealth Planning Services, Inc.
3$8170.0%GARPLowMansfield, OH2026-10-27
Creative Financial Designs Inc
3$8170.0%ETFMediumKokomo, IN2026-11-04
Meriwether Wealth & Planning, LLC
2$5450.0%ETFMediumMinden, LA2026-10-13
CoreCap Advisors, LLC
1$2720.0%ETFMediumSouthfield, MI2026-10-08
Signature Equity Partners, LLC
1$2720.0%GrowthMediumColumbus, OH2026-10-29
Salomon & Ludwin, LLC
1$2720.0%ETFVery LowRichmond, VA2026-10-29