Funds holding Primerica Inc
382 funds declare a position · 112 ETFs and 270 other funds · 3.5B $· 38.1M SEK· 61.4K € · US74164M1080
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF iShares Trust | 1,056,733 | 264.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,014,827 | 254.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 735,930 | 184.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 4 | BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 144.3M $ | 5.52 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 468,626 | 117.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 465,408 | 130.9M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 7 | Virtus KAR Small-Cap Core Fund Virtus Equity Trust | 426,287 | 106.8M $ | 5.93 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 356,207 | 89.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 9 | FMI Common Stock Fund FMI Funds Inc | 335,000 | 83.9M $ | 4.78 % | as of Mar 31, 2026 · Original filing |
| 10 | Fidelity Small Cap Value Fund Fidelity Securities Fund | 332,591 | 93.5M $ | 1.84 % | as of Apr 30, 2026 · Original filing |
| 11 | First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 330,165 | 82.7M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 12 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 304,693 | 76.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 13 | Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 258,622 | 72.7M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| 14 | VIP Mid Cap Portfolio Variable Insurance Products Fund III | 245,447 | 61.5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 15 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 213,972 | 54.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 16 | Fidelity Value Fund Fidelity Capital Trust | 206,643 | 58.1M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 17 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 179,231 | 50.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 18 | Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 173,541 | 48.8M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| 19 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 166,670 | 42.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 20 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 155,879 | 39M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 21 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 154,949 | 39.3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 22 | LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 139,790 | 35M $ | 5.49 % | as of Mar 31, 2026 · Original filing |
| 23 | First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 135,687 | 34M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 24 | Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 129,400 | 36.4M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 25 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 125,450 | 35.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 26 | iShares Russell Mid-Cap ETF iShares Trust | 122,242 | 30.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 27 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 117,788 | 33.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 28 | iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 112,810 | 28.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 29 | Virtus KAR Small-Cap Value Fund Virtus Equity Trust | 108,596 | 27.2M $ | 4.52 % | as of Mar 31, 2026 · Original filing |
| 30 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 105,315 | 29.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 31 | ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 98,340 | 24.9M $ | 1.41 % | as of Feb 28, 2026 · Original filing |
| 32 | Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 97,700 | 24.8M $ | 1.12 % | as of Feb 28, 2026 · Original filing |
| 33 | Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 97,475 | 27.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 34 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 95,409 | 23.9M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 35 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 94,382 | 23.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 36 | T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 92,911 | 23.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 37 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 89,187 | 22.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 38 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 86,181 | 21.9M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 39 | Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 83,753 | 23.6M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 40 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 83,477 | 23.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 41 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 80,765 | 20.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 42 | Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 80,400 | 22.6M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| 43 | Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 77,256 | 19.4M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| 44 | LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust | 76,954 | 19.5M $ | 1.70 % | as of Feb 28, 2026 · Original filing |
| 45 | iShares Russell 1000 Value ETF iShares Trust | 73,883 | 18.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 46 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 68,041 | 17.3M $ | 1.84 % | as of Feb 28, 2026 · Original filing |
| 47 | iShares S&P Mid-Cap 400 Value ETF iShares Trust | 68,013 | 17M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 48 | Select Insurance Portfolio Fidelity Select Portfolios | 65,361 | 16.6M $ | 2.47 % | as of Feb 28, 2026 · Original filing |
| 49 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 63,883 | 18M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 50 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 59,726 | 15.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 51 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 58,363 | 16.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 52 | iShares Core Dividend Growth ETF iShares Trust | 55,194 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 53 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 55,100 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 54 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 54,097 | 13.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 55 | Opus Small Cap Value ETF ETF Series Solutions | 51,989 | 14.6M $ | 2.14 % | as of Apr 30, 2026 · Original filing |
| 56 | Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 50,258 | 12.6M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 57 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 48,577 | 12.3M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 58 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 47,341 | 12M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 59 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 46,633 | 11.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 60 | iShares Russell Mid-Cap Value ETF iShares Trust | 45,679 | 11.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 61 | Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 45,496 | 12.8M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 62 | WisdomTree U.S. Value Fund WisdomTree Trust | 44,653 | 11.2M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 63 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 43,636 | 10.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 64 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 41,437 | 10.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 65 | Victory RS Partners Fund Victory Portfolios | 41,293 | 10.3M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| 66 | VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 39,798 | 10M $ | 4.52 % | as of Mar 31, 2026 · Original filing |
| 67 | Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 35,736 | 10.1M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| 68 | JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 32,975 | 9.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 69 | Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 32,877 | 8.3M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| 70 | JNL Mid Cap Index Fund JNL Series Trust | 32,204 | 8.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 71 | State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 30,887 | 7.7M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| 72 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 30,794 | 8.7M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 73 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 30,781 | 7.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 74 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 29,592 | 8.3M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 75 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 28,183 | 7.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 76 | Nuveen Equity Index Fund TIAA-CREF Funds | 28,181 | 7.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 77 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 27,581 | 7.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 78 | Running Oak Efficient Growth ETF Strategic Trust | 27,085 | 6.9M $ | 1.78 % | as of Feb 28, 2026 · Original filing |
| 79 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 26,161 | 6.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 80 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 25,451 | 7.2M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 81 | FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 25,403 | 7.1M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| 82 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 25,287 | 6.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 83 | Mid Cap Index Fund VALIC Co I | 24,973 | 6.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 84 | JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 24,759 | 6.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 85 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 23,535 | 6M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 86 | iShares Russell 1000 ETF iShares Trust | 23,511 | 5.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 87 | Avantis U.S. Equity ETF American Century ETF Trust | 23,380 | 5.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 88 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 20,644 | 5.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 89 | Mid Cap Index Fund Northern Funds | 20,199 | 5.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 90 | Large Cap Index Master Portfolio Master Investment Portfolio | 19,539 | 4.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 91 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 18,988 | 5.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 92 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 18,500 | 4.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 93 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 18,425 | 4.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 94 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 17,961 | 4.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 95 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,830 | 5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 96 | iShares U.S. Financials ETF iShares Trust | 17,530 | 4.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 97 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 17,484 | 4.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 98 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 16,895 | 4.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 99 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 16,563 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 100 | iShares Core S&P U.S. Growth ETF iShares Trust | 15,910 | 4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
494 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,071,590 | 769.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,994,602 | 750.1M $ | as of Mar 31, 2026 |
| FMR LLC | 2,827,218 | 708.2M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 1,257,398 | 315M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,003,384 | 251.3M $ | as of Mar 31, 2026 |
| Brave Warrior Advisors, LLC | 879,323 | 220.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 870,269 | 218M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 860,026 | 215.4M $ | as of Mar 31, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | 692,022 | 173.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 650,578 | 162.9M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 529,207 | 132.6M $ | as of Mar 31, 2026 |
| LYRICAL ASSET MANAGEMENT LP | 506,040 | 126.8M $ | as of Mar 31, 2026 |
| AGF MANAGEMENT LTD | 430,753 | 107.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 357,615 | 89.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 326,524 | 81.8M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 319,301 | 80M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 314,134 | 78.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 292,285 | 73.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 280,126 | 70.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 264,769 | 66.1M $ | as of Mar 31, 2026 |
| Quantum Capital Management, LLC / NJ | 250,901 | 62.8M $ | as of Mar 31, 2026 |
| Life Cycle Investment Partners Ltd | 245,193 | 61.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 214,699 | 53.8M $ | as of Mar 31, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | 216,463 | 53.1M $ | as of Mar 31, 2026 |
| FIL Ltd | 182,415 | 45.7M $ | as of Mar 31, 2026 |