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 | |
|---|---|---|---|---|---|
| 201 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 3,892 | 974.9K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 202 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,737 | 936K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 203 | VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds | 3,719 | 1M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 204 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 3,695 | 925.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 205 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,682 | 922.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 206 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,665 | 1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 207 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 3,664 | 1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 208 | Victory Extended Market Index Fund Victory Portfolios III | 3,601 | 1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 209 | SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 3,600 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 210 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,477 | 870.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 211 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 3,463 | 867.4K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 212 | AST Small-Cap Equity Portfolio Advanced Series Trust | 3,386 | 848.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 213 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 3,078 | 780.8K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 214 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 3,050 | 857.9K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 215 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 3,044 | 856.2K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 216 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,036 | 760.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 217 | Zacks Small/Mid Cap ETF Zacks Trust | 2,970 | 753.4K $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 218 | Gotham 1000 Value ETF Tidal Trust I | 2,958 | 740.9K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 219 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 2,902 | 726.9K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 220 | NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 2,864 | 717.4K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 221 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,853 | 723.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 222 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,788 | 698.3K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 223 | iShares MSCI World Small-Cap ETF iShares Trust | 2,750 | 697.6K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 224 | Steward Large Cap Value Fund Steward Funds Inc | 2,700 | 759.4K $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 225 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,672 | 669.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 226 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 2,630 | 739.7K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 227 | Embark Small Cap Equity Fund Harbor Funds II | 2,614 | 735.2K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 228 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,606 | 661K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 229 | MML Equity Fund MML Series Investment Fund II | 2,600 | 651.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 230 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 2,584 | 647.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 231 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,582 | 646.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 232 | iShares Morningstar Small-Cap Value ETF iShares Trust | 2,483 | 698.4K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 233 | Column Small Cap Fund Trust for Professional Managers | 2,476 | 628.1K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 234 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 2,436 | 610.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 235 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 2,430 | 616.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 236 | First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,423 | 681.5K $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 237 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,406 | 676.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 238 | iShares Core Dividend ETF iShares Trust | 2,401 | 675.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 239 | WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 2,384 | 597.1K $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 240 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,347 | 587.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 241 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 2,323 | 581.9K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 242 | Baron Financials ETF Baron ETF Trust | 2,312 | 579.1K $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 243 | WBI BullBear Yield 3000 ETF Absolute Shares Trust | 2,304 | 577.1K $ | 2.11 % | as of Mar 31, 2026 · Original filing |
| 244 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 2,243 | 561.8K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 245 | First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI | 2,230 | 558.6K $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 246 | Avantis U.S. Equity Fund American Century ETF Trust | 2,205 | 559.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 247 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 2,143 | 543.6K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 248 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,130 | 533.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 249 | WBI BullBear Value 3000 ETF Absolute Shares Trust | 2,105 | 527.3K $ | 2.28 % | as of Mar 31, 2026 · Original filing |
| 250 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,067 | 517.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 251 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,066 | 524.1K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 252 | DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust | 1,964 | 552.4K $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| 253 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,934 | 484.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 254 | AQR Managed Futures Strategy HV Fund AQR Funds | 1,932 | 483.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 255 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 1,922 | 481.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 256 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 1,823 | 462.4K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 257 | EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 1,647 | 412.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 258 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 1,645 | 417.3K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 259 | Small Company Value Trust John Hancock Variable Insurance Trust | 1,603 | 401.5K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 260 | Dunham Small Cap Value Fund Dunham Funds | 1,597 | 449.2K $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 261 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,588 | 397.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 262 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 1,586 | 402.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 263 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,582 | 401.3K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 264 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 1,561 | 396K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 265 | Copeland Dividend Growth Fund Copeland Trust | 1,550 | 393.2K $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| 266 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 1,527 | 382.5K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 267 | MOA ALL AMERICA FUND MoA Funds Corp | 1,505 | 377K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 268 | iShares Morningstar Small-Cap ETF iShares Trust | 1,465 | 412.1K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 269 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,444 | 366.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 270 | Inspire 500 ETF Northern Lights Fund Trust IV | 1,428 | 362.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 271 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,424 | 356.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 272 | iShares Dow Jones U.S. ETF iShares Trust | 1,416 | 398.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 273 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,414 | 354.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 274 | WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. | 1,349 | 342.2K $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| 275 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,296 | 364.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 276 | AQR Managed Futures Strategy Fund AQR Funds | 1,290 | 323.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 277 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,289 | 322.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 278 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,275 | 319.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 279 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,226 | 311K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 280 | NAA MID GROWTH FUND New Age Alpha Funds Trust | 1,212 | 303.6K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 281 | MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 1,200 | 300.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 282 | Columbia Research Enhanced Value ETF Columbia ETF Trust I | 1,161 | 326.6K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 283 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 1,132 | 283.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 284 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 1,099 | 278.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 285 | S&P MidCap Index Fund SHELTON FUNDS | 1,096 | 278K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 286 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,089 | 276.2K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 287 | ProShares Ultra MidCap400 ProShares Trust | 1,064 | 269.9K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 288 | Column Mid Cap Fund Trust for Professional Managers | 1,056 | 267.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 289 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 1,042 | 293.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 290 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,040 | 292.5K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 291 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 1,030 | 258K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 292 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,000 | 253.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 293 | Strategic Alternatives Fund GuideStone Funds | 984 | 246.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 294 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 977 | 244.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 295 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 971 | 273.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 296 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 963 | 241.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 297 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 950 | 238K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 298 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 879 | 247.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 299 | Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 853 | 213.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 300 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 829 | 207.6K $ | 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 |