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 | |
|---|---|---|---|---|---|
| 301 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 801 | 200.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 302 | JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS | 800 | 200.4K $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 303 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 789 | 197.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 304 | Xtrackers Russell US Multifactor ETF DBX ETF Trust | 787 | 199.6K $ | 0.09 % | as of Feb 27, 2026 · Original filing |
| 305 | Voya Balanced Income Portfolio Voya Investors Trust | 775 | 194.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 306 | Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 747 | 187.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 307 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 746 | 186.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 308 | Unusual Whales Subversive Republican Trading ETF Tidal Trust I | 745 | 186.6K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 309 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 731 | 183.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 310 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 730 | 182.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 311 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 720 | 180.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 312 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 690 | 175K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 313 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 683 | 173.2K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 314 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 682 | 170.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 315 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 662 | 165.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 316 | Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 643 | 180.9K $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 317 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 631 | 177.5K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 318 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 609 | 152.5K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 319 | First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III | 598 | 168.2K $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 320 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 581 | 145.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 321 | Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 529 | 148.8K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 322 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 515 | 129K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 323 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 513 | 128.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 324 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 512 | 128.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 325 | M Large Cap Value Fund M FUND INC | 500 | 125.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 326 | VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust | 496 | 125.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 327 | First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 481 | 122K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 328 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 468 | 131.6K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 329 | Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 461 | 115.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 330 | SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 453 | 113.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 331 | LargeCap Value Fund III Principal Funds, Inc | 443 | 124.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 332 | MidCap Value Fund I Principal Funds, Inc | 442 | 124.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 333 | Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 441 | 111.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 334 | SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 435 | 109K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 335 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 423 | 107.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 336 | Avantis U.S. Quality ETF American Century ETF Trust | 415 | 105.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 337 | Voya VACS Series MCV Fund Voya Equity Trust | 363 | 92.1K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 338 | Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 362 | 91.8K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 339 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 342 | 85.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 340 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 323 | 90.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 341 | New Covenant Growth Fund NEW COVENANT FUNDS | 323 | 80.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 342 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 320 | 80.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 343 | Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 265 | 74.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 344 | The Institutional U.S. Equity Portfolio HC Capital Trust | 257 | 64.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 345 | ULTRA MID CAP PROFUND ProFunds | 256 | 72K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 346 | Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 245 | 61.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 347 | Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 225 | 56.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 348 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 200 | 50.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 349 | BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 200 | 50.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 350 | SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 198 | 49.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 351 | Avantis Total Equity Markets ETF American Century ETF Trust | 193 | 49K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 352 | ProShares UltraPro MidCap400 ProShares Trust | 190 | 48.2K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 353 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 185 | 46.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 354 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 183 | 45.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 355 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 177 | 49.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 356 | PROFUND VP MIDCAP GROWTH ProFunds | 175 | 43.8K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 357 | Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 171 | 48.1K $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 358 | AMT Diversified Equity Fund ADVISER MANAGED TRUST | 157 | 44.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 359 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 143 | 35.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 360 | PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 130 | 36.6K $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 361 | AQR Trend Total Return Fund AQR Funds | 124 | 31.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 362 | AQR MS Fusion HV Fund AQR Funds | 111 | 27.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 363 | Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 90 | 22.5K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 364 | PROFUND VP MIDCAP VALUE ProFunds | 84 | 21K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 365 | PROFUND VP ULTRAMID CAP ProFunds | 66 | 16.5K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 366 | MID-CAP PROFUND ProFunds | 61 | 17.2K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 367 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 61 | 15.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 368 | AQR CVX Fusion Fund AQR Funds | 61 | 15.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 369 | Avantis Inflation Focused Equity ETF American Century ETF Trust | 60 | 15.2K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 370 | WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 60 | 15K $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 371 | KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 58 | 14.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 372 | Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 56 | 14.2K $ | 0.36 % | as of Feb 27, 2026 · Original filing |
| 373 | Value Equity Index Fund GuideStone Funds | 56 | 14K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 374 | Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 54 | 15.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 375 | MID-CAP GROWTH PROFUND ProFunds | 52 | 14.6K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 376 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 30 | 8.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 377 | Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 27 | 6.8K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 378 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 24 | 6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 379 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 23 | 5.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 380 | SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 21 | 5.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 381 | MID-CAP VALUE PROFUND ProFunds | 18 | 5.1K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 382 | COMPROMISO MEDIOLANUM, FI MEDIOLANUM GESTION, S.G.I.I.C., S.A. | 61.4K € | 0.15 % | as of Dec 31, 2025 · 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 |