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 | |
|---|---|---|---|---|---|
| 101 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 15,869 | 4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 102 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 15,394 | 3.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 103 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 14,882 | 3.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 104 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 14,844 | 3.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 105 | iShares U.S. Insurance ETF iShares Trust | 14,206 | 3.6M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 106 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 13,408 | 3.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 107 | JNL Multi-Manager Alternative Fund JNL Series Trust | 13,192 | 3.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 108 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 12,933 | 3.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 109 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 12,858 | 3.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 110 | T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 12,757 | 3.2M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 111 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 12,581 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 112 | iShares Russell 2500 ETF iShares Trust | 12,469 | 3.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 113 | Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 12,289 | 3.5M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| 114 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 12,250 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 115 | MidCap S&P 400 Index Fund Principal Funds, Inc | 12,209 | 3.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 116 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 12,031 | 3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 117 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,895 | 3.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 118 | NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 11,777 | 2.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 119 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 11,337 | 2.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 120 | Columbia Research Enhanced Core ETF Columbia ETF Trust I | 11,285 | 3.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 121 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 11,212 | 3.2M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 122 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,184 | 2.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 123 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 11,132 | 3.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 124 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 11,042 | 2.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 125 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 11,030 | 2.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 126 | iShares Core S&P U.S. Value ETF iShares Trust | 10,989 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 127 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 10,947 | 3.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 128 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,872 | 3.1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 129 | MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 10,832 | 2.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 130 | LS OPPORTUNITY FUND Valued Advisers Trust | 10,700 | 2.7M $ | 2.86 % | as of Feb 28, 2026 · Original filing |
| 131 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 10,435 | 2.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 132 | VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 10,385 | 2.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 133 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 10,227 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 134 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 9,728 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 135 | First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 9,659 | 2.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 136 | Virtus KAR Global Small-Cap Fund Virtus Investment Trust | 9,640 | 2.4M $ | 7.06 % | as of Mar 31, 2026 · Original filing |
| 137 | BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 9,462 | 2.4M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 138 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 9,408 | 2.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 139 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,330 | 2.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 140 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 9,073 | 2.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 141 | iShares Russell 3000 ETF iShares Trust | 8,990 | 2.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 142 | Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust | 8,930 | 2.2M $ | 4.49 % | as of Mar 31, 2026 · Original filing |
| 143 | MOA SMALL CAP GROWTH FUND MoA Funds Corp | 8,757 | 2.2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 144 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 8,621 | 2.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 145 | Sovereign's Capital Flourish Fund Elevation Series Trust | 8,561 | 2.4M $ | 2.56 % | as of Apr 30, 2026 · Original filing |
| 146 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 8,537 | 20.4M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 147 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 8,471 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 148 | Fidelity Advisor Value Fund Fidelity Advisor Series I | 8,091 | 2.3M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 149 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 8,016 | 2.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 150 | EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 7,769 | 1.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 151 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,741 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 152 | Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 7,578 | 1.9M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 153 | Institutionella Aktiefonden Stabil Nordea Funds Ab | 7,495 | 17.7M SEK | 0.87 % | as of Mar 31, 2026 · Original filing |
| 154 | Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 7,368 | 1.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 155 | THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 7,191 | 1.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 156 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 7,096 | 1.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 157 | Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 7,000 | 2M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 158 | Copeland SMID Cap Dividend Growth Fund Copeland Trust | 6,979 | 1.8M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| 159 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 6,871 | 1.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 160 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,745 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 161 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,409 | 1.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 162 | GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 6,300 | 1.8M $ | 2.18 % | as of Apr 30, 2026 · Original filing |
| 163 | Victory Small Cap Stock Fund Victory Portfolios III | 6,290 | 1.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 164 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 6,172 | 1.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 165 | VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 6,083 | 1.5M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 166 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 6,068 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 167 | Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust | 6,017 | 1.5M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 168 | WisdomTree U.S. Multifactor Fund WisdomTree Trust | 5,965 | 1.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 169 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 5,929 | 1.5M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 170 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 5,900 | 1.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 171 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 5,880 | 1.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 172 | JNL/Mellon Financial Sector Fund JNL Series Trust | 5,842 | 1.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 173 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 5,770 | 1.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 174 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,703 | 1.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 175 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 5,531 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 176 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 5,482 | 1.5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 177 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 5,406 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 178 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,348 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 179 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 5,050 | 1.3M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 180 | AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 5,033 | 1.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 181 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,929 | 1.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 182 | AQR Style Premia Alternative Fund AQR Funds | 4,908 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 183 | Systematic Core Fund VALIC Co I | 4,895 | 1.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 184 | SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,860 | 1.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 185 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,797 | 1.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 186 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 4,767 | 1.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 187 | Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 4,733 | 1.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 188 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 4,730 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 189 | Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 4,694 | 1.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 190 | GuideMark Large Cap Core Fund GPS Funds I | 4,670 | 1.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 191 | Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 4,646 | 1.3M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| 192 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 4,632 | 1.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 193 | Longview Advantage ETF RBB Fund Trust | 4,485 | 1.1M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 194 | Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 4,311 | 1.1M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 195 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,299 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 196 | MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 4,227 | 1.1M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 197 | Avantis U.S. Large Cap Value Fund American Century ETF Trust | 4,220 | 1.1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 198 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,203 | 1.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 199 | NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 4,192 | 1.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 200 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 4,040 | 1.1M $ | 0.05 % | as of Apr 30, 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 |