Public record / Tickers / PRI

PRI — Primerica, Inc.†

Both disclosure regimes on one name: who in Congress filed about PRI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming PRI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
13F holders
455
top-455 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $15.0K–$50.0K

SELL · traded 2025-05-12 → filed 2025-06-22. Ranked over every PRI row by the provable lower bound, never a point estimate.

No member disclosed PRI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PRI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PRI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$15K–$50K
2025-03-09Jefferson Shreve R–IN-6SELL partial (partial sale)Traded 02-24 +13d$15K–$50K
2018-12-06Thomas MacArthur R–NJ-3SELL partial · JT (partial sale, jointly owned)Traded 10-31 +36d$1K–$15K
2018-12-06Thomas MacArthur R–NJ-3SELL partial · JT (partial sale, jointly owned)Traded 10-24 +43d$1K–$15K
2018-12-06Thomas MacArthur R–NJ-3SELL partial · JT (partial sale, jointly owned)Traded 10-23 +44d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in PRI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed PRI in the trailing 12 months.

Congress ↔ notable managers · PRI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $12.9M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PRIMERICA INC

Merged timeline of congressional filings and notable-manager moves on PRI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+12,913 sh
2026-05-15Bridgewater Associates 13FTRIM−12,091 sh
2026-05-14Caxton Associates 13FADD+1,632 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PRI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$750M1
2FMR LLC$708M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$459M1
4VANGUARD CAPITAL MANAGEMENT LLC$359M1
5BANK OF MONTREAL /CAN/$315M1
6STATE STREET CORP$251M1
7Brave Warrior Advisors, LLC$220M1
8GEODE CAPITAL MANAGEMENT, LLC$218M1
9BAMCO INC /NY/$215M1
10FIDUCIARY MANAGEMENT INC /WI/$173M1
11DIMENSIONAL FUND ADVISORS LP$163M1
12FIRST TRUST ADVISORS LP$133M1
13LYRICAL ASSET MANAGEMENT LP$127M1
14AGF MANAGEMENT LTD$108M1
15Invesco Ltd.$89.6M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$81.8M1
17FULLER & THALER ASSET MANAGEMENT, INC.$80.0M1
18Bank of New York Mellon Corp$78.7M1
19NORTHERN TRUST CORP$73.2M1
20WELLS FARGO & COMPANY/MN$70.2M1
21AQR CAPITAL MANAGEMENT LLC$66.1M1
22Quantum Capital Management, LLC / NJ$62.8M1
23Life Cycle Investment Partners Ltd$61.4M1
24MORGAN STANLEY$53.8M1
25NORDEA INVESTMENT MANAGEMENT AB$53.1M1
26VANGUARD FIDUCIARY TRUST CO$49.6M1
27FIL Ltd$45.7M1
28MILLENNIUM MANAGEMENT LLC$43.3M1
29ROYAL LONDON ASSET MANAGEMENT LTD$39.5M1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$35.4M1
31AMERICAN CENTURY COMPANIES INC$34.7M1
32RAYMOND JAMES FINANCIAL INC$33.8M1
33ACADEMY CAPITAL MANAGEMENT$32.5M1
34Quantinno Capital Management LP$30.8M1
35PhiloSmith Capital Corp$29.6M1
36Nuveen, LLC$27.8M1
37Arbejdsmarkedets Tillaegspension$25.3M1
38ProShare Advisors LLC$24.8M1
39ENVESTNET ASSET MANAGEMENT INC$22.9M1
40Copeland Capital Management, LLC$22.7M1
41EULAV Asset Management$19.4M1
42Man Group plc$19.3M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.2M1
44UBS Group AG$18.6M1
45D. E. Shaw & Co., Inc.$18.0M1
46PRINCIPAL FINANCIAL GROUP INC$17.8M1
47ALPS ADVISORS INC$16.6M1
48SEI INVESTMENTS CO$16.3M1
49Swiss National Bank$15.8M1
50AMERIPRISE FINANCIAL INC$15.5M1
51VICTORY CAPITAL MANAGEMENT INC$15.4M1
52WCM INVESTMENT MANAGEMENT, LLC$15.3M1
53Running Oak Capital LLC$14.2M1
54Gator Capital Management, LLC$14.2M1
55ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$13.6M1
56RENAISSANCE TECHNOLOGIES LLC$13.2M1
57Aptus Capital Advisors, LLC$13.1M1
58Bridgewater Associates, LP$12.9M1
59MACKENZIE FINANCIAL CORP$12.7M1
60PUBLIC SECTOR PENSION INVESTMENT BOARD$12.6M1
61Gotham Asset Management, LLC$12.4M1
62DANSKE BANK A/S$11.5M1
63BANK OF AMERICA CORP /DE/$11.3M1
64ALLIANCEBERNSTEIN L.P.$11.2M1
65Legal & General Group Plc$10.6M1
66ROYAL BANK OF CANADA$10.5M1
67FRANKLIN RESOURCES INC$10.5M1
68Artemis Investment Management LLP$10.3M1
69REGIONS FINANCIAL CORP$9.9M1
70Retirement Systems of Alabama$9.8M1
71TWO SIGMA INVESTMENTS, LP$9.0M1
72Qube Research & Technologies Ltd$9.0M1
73STIFEL FINANCIAL CORP$8.6M1
74VOLORIDGE INVESTMENT MANAGEMENT, LLC$8.3M1
75Callan Family Office, LLC$7.9M1
76Amundi$7.8M1
77VOYA INVESTMENT MANAGEMENT LLC$7.8M1
78TEACHER RETIREMENT SYSTEM OF TEXAS$7.5M1
79VANGUARD ASSET MANAGEMENT, Ltd$7.3M1
80Vest Financial, LLC$6.6M1
81Marks Group Wealth Management, Inc$6.5M1
82Callahan Advisors, LLC$6.3M1
83CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.1M1
84Mitsubishi UFJ Trust & Banking Corp$6.0M1
85PRUDENTIAL FINANCIAL INC$5.8M1
86MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.7M1
87Corient Private Wealth LLC$5.7M1
88O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.6M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.4M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.3M1
91Prana Capital Management, LP$4.9M1
92BARCLAYS PLC$4.9M1
93PANAGORA ASSET MANAGEMENT INC$4.9M1
94&PARTNERS$4.8M1
95Squarepoint Ops LLC$4.7M1
96NEW YORK STATE COMMON RETIREMENT FUND$4.5M1
97PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$4.4M1
98JLB & ASSOCIATES INC$4.4M1
99XTX Topco Ltd$4.3M1
100B. Metzler seel. Sohn & Co. AG$4.2M1
101Sovereign's Capital Management, LLC$4.1M1
102FIFTH THIRD BANCORP$4.1M1
103ZACKS INVESTMENT MANAGEMENT$4.1M1
104SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4.0M1
105MetLife Investment Management, LLC$3.9M1
106Woodline Partners LP$3.9M1
107JANE STREET GROUP, LLC$3.8M1
108NewEdge Wealth, LLC$3.8M1
109Vestmark Advisory Solutions, Inc.$3.8M1
110Illinois Municipal Retirement Fund$3.8M1
111Janus Henderson Group Ltd.$3.5M1
112RITHOLTZ WEALTH MANAGEMENT$3.5M1
113Universal- Beteiligungs- und Servicegesellschaft mbH$3.3M1
114Vanguard Global Advisers, LLC$3.2M1
115Livforsakringsbolaget Skandia, Omsesidigt$3.2M1
116LPL Financial LLC$3.1M1
117Oxbow Advisors, LLC$3.1M1
118Robeco Institutional Asset Management B.V.$3.0M1
119STATE OF WISCONSIN INVESTMENT BOARD$3.0M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
121BLAIR WILLIAM & CO/IL$2.9M1
122Boston Partners$2.9M1
123Pathstone Holdings, LLC$2.8M1
124VISTA INVESTMENT PARTNERS LLC$2.7M1
125WBI INVESTMENTS, LLC$2.7M1
126Ellsworth Advisors, LLC$2.5M1
127Creative Planning$2.5M1
128YOUSIF CAPITAL MANAGEMENT, LLC$2.4M1
129ALPINE WOODS CAPITAL INVESTORS, LLC$2.4M1
130State of New Jersey Common Pension Fund D$2.4M1
131PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$2.3M1
132KLP KAPITALFORVALTNING AS$2.3M1
133CITIGROUP INC$2.3M1
134Atria Investments, Inc$2.3M1
135Arizona State Retirement System$2.2M1
136Oak Thistle LLC$2.2M1
137DAVENPORT & Co LLC$2.2M1
138World Investment Advisors$2.2M1
139CAXTON ASSOCIATES LLP$2.1M1
140CITADEL ADVISORS LLC$2.1M1
141Vanguard Investments Australia, Ltd.$2.0M1
142TD Waterhouse Canada Inc.$2.0M1
143COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
144STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
145WORLDQUANT MILLENNIUM ADVISORS LLC$1.9M1
146DIVERSIFIED MANAGEMENT INC$1.9M1
147Summit Trail Advisors, LLC$1.9M1
148Engineers Gate Manager LP$1.9M1
149PFA Pension, Forsikringsaktieselskab$1.9M1
150TD ASSET MANAGEMENT INC$1.8M1
151SCHRODER INVESTMENT MANAGEMENT GROUP$1.8M1
152ExodusPoint Capital Management, LP$1.8M1
153Focus Partners Wealth$1.8M1
154NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
155TRUIST FINANCIAL CORP$1.8M1
156OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
157VISTA INVESTMENT PARTNERS II, LLC$1.6M1
158Tidal Investments LLC$1.6M1
159Cresset Asset Management, LLC$1.6M1
160HighTower Advisors, LLC$1.6M1
161Ameritas Investment Partners, Inc.$1.5M1
162MONETA GROUP INVESTMENT ADVISORS LLC$1.4M1
163Kingsview Wealth Management, LLC$1.4M1
164Envestnet Portfolio Solutions, Inc.$1.4M1
165INTECH INVESTMENT MANAGEMENT LLC$1.4M1
166OneDigital Investment Advisors LLC$1.4M1
167Caprock Group, LLC$1.3M1
168Crossmark Global Holdings, Inc.$1.3M1
169TOWNSQUARE CAPITAL LLC$1.3M1
170Vise Technologies, Inc.$1.3M1
171FIRST CITIZENS BANK & TRUST CO$1.3M1
172Pictet Asset Management Holding SA$1.3M1
173NISA INVESTMENT ADVISORS, LLC$1.3M1
174OCCUDO QUANTITATIVE STRATEGIES LP$1.2M1
175DIXON FNANCIAL SERVICES, INC.$1.2M1
176Sendero Wealth Management, LLC$1.1M1
177WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
178JAMES INVESTMENT RESEARCH, INC.$1.1M1
179GREAT LAKES ADVISORS, LLC$1.1M1
180Quantum Private Wealth, LLC$1.1M1
181MERCER GLOBAL ADVISORS INC /ADV$1.1M1
182New Age Alpha Advisors, LLC$1.0M1
183Vanguard Personalized Indexing Management, LLC$1.0M1
184ELCO Management Co., LLC$1.0M1
185Impact Capital Partners LLC$996K1
186Schonfeld Strategic Advisors LLC$995K1
187NEW YORK LIFE INVESTMENT MANAGEMENT LLC$992K1
188Allen Investment Management, LLC$992K1
189Curated Wealth Partners LLC$991K1
190XPONANCE LLC$983K1
191Dana Investment Advisors, Inc.$968K1
192DEUTSCHE BANK AG\$965K1
193Orion Porfolio Solutions, LLC$960K1
194Brevan Howard Capital Management LP$939K1
195Avior Wealth Management, LLC$913K1
196Apollon Wealth Management, LLC$808K1
197CONNABLE OFFICE INC$805K1
198Ausbil Investment Management Ltd$787K1
199Freestone Grove Partners LP$770K1
200FEDERATED HERMES, INC.$764K1
201QUADRANT CAPITAL GROUP LLC$752K1
202NATIONAL BANK OF CANADA /FI/$735K1
203OPPENHEIMER ASSET MANAGEMENT INC.$729K1
204Ethic Inc.$727K1
205Sanctuary Advisors, LLC$703K1
206BTC Capital Management, Inc.$701K1
207D.A. DAVIDSON & CO.$698K1
208Daiwa Securities Group Inc.$696K1
209M&T BANK CORP$679K1
210Meeder Advisory Services, Inc.$668K1
211COMMONWEALTH EQUITY SERVICES, LLC$660K1
212MGO ONE SEVEN LLC$647K1
213EntryPoint Capital, LLC$634K1
214ASSETMARK, INC$627K1
215Mutual Advisors, LLC$612K1
216Maridea Wealth Management LLC$612K1
217Everhart Financial Group, Inc.$593K1
218HB Wealth Management, LLC$585K1
219OSAIC HOLDINGS, INC.$585K1
220SECURIAN ASSET MANAGEMENT, INC$582K1
221COLDSTREAM CAPITAL MANAGEMENT INC$580K1
222KESTRA PRIVATE WEALTH SERVICES, LLC$578K1
223CWM, LLC$574K1
224Kera Capital Partners, Inc.$572K1
225Baker Ellis Asset Management LLC$571K1
226CenterBook Partners LP$566K1
227BROWN ADVISORY INC$550K1
228Federation des caisses Desjardins du Quebec$534K1
229Cerity Partners LLC$522K1
230Sylvest Advisors, LLC$501K1
231Argos Wealth Advisors, LLC$492K1
232Swiss Life Asset Management Ltd$468K1
233CAPSTONE INVESTMENT ADVISORS, LLC$467K1
234Dynamic Technology Lab Private Ltd$464K1
235Steward Partners Investment Advisory, LLC$464K1
236NewEdge Advisors, LLC$458K1
237GREAT VALLEY ADVISOR GROUP, INC.$451K1
238Quantbot Technologies LP$450K1
239Ashton Thomas Private Wealth, LLC$449K1
240HSBC HOLDINGS PLC$448K1
241LECAP ASSET MANAGEMENT LTD$435K1
242Koshinski Asset Management, Inc.$429K1
243Utah Retirement Systems$423K1
244Ensign Peak Advisors, Inc$405K1
245Radnor Capital Management, LLC$401K1
246BECKER CAPITAL MANAGEMENT INC$398K1
247Maryland State Retirement & Pension System$394K1
248MIRABELLA FINANCIAL SERVICES LLP$391K1
249PFW Advisors LLC$381K1
250BENJAMIN EDWARDS INC$380K1
251Brooklyn Investment Group$379K1
252INTRUST BANK NA$379K1
253Riverwater Partners LLC$373K1
254BOOTHBAY FUND MANAGEMENT, LLC$369K1
255Vident Advisory, LLC$357K1
256Advisory Alpha, LLC$357K1
257SEEDS INVESTOR LLC$355K1
258Petros Family Wealth, LLC$352K1
259Rockefeller Capital Management L.P.$341K1
260Cetera Investment Advisers$338K1
261STEPHENS INC /AR/$337K1
262BRIDGES INVESTMENT MANAGEMENT INC$333K1
263CHILDRESS CAPITAL ADVISORS, LLC$331K1
264EVERGREEN CAPITAL MANAGEMENT LLC$328K1
265Voleon Capital Management LP$317K1
266FIDUCIARY FINANCIAL GROUP, LLC$314K1
267Parkside Financial Bank & Trust$313K1
268FORA Capital, LLC$307K1
269QRG CAPITAL MANAGEMENT, INC.$307K1
270Calamos Advisors LLC$303K1
271Calamos Wealth Management LLC$303K1
272State of Wyoming$298K1
273FLPUTNAM INVESTMENT MANAGEMENT CO$297K1
274nVerses Capital, LLC$297K1
275Frec Markets, Inc.$288K1
276Chicago Partners Investment Group LLC$287K1
277DnB Asset Management AS$286K1
278CIBC Asset Management Inc$283K1
279Tower Research Capital LLC (TRC)$280K1
280WEALTH ALLIANCE, LLC$280K1
281PRINCIPAL SECURITIES, INC.$278K1
282Avidian Wealth Enterprises, LLC$278K1
283Snowden Capital Advisors LLC$273K1
284Brookstone Capital Management$273K1
285Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$267K1
286Sterling Capital Management LLC$267K1
287Sumitomo Mitsui Trust Group, Inc.$263K1
288SHELTON CAPITAL MANAGEMENT$259K1
289Ifrah Financial Services, Inc.$254K1
290Marin Bay Wealth Advisors, LLC$244K1
291US BANCORP \DE\$244K1
292Tannin Capital LLC$243K1
293Institute for Wealth Management, LLC.$241K1
294HUB Investment Partners, LLC$236K1
295North Dakota State Investment Board$236K1
296Ballentine Partners, LLC$226K1
297MML INVESTORS SERVICES, LLC$225K1
298Robertson Stephens Wealth Management, LLC$225K1
299LEAVELL INVESTMENT MANAGEMENT, INC.$223K1
300IFC Advisors LLC$221K1
301Allspring Global Investments Holdings, LLC$221K1
302Laird Norton Wetherby Trust Company, LLC$216K1
303Granite Investment Partners, LLC$212K1
304denkapparat Operations GmbH$208K1
305Aaron Wealth Advisors LLC$207K1
3061832 Asset Management L.P.$201K1
307Eurizon Capital SGR S.p.A.$190K1
308Advisors Asset Management, Inc.$185K1
309Blue Trust, Inc.$162K1
310Wilmington Savings Fund Society, FSB$146K1
311BNP Paribas Asset Management Holding S.A.$145K1
312SIGNATUREFD, LLC$131K1
313UMB Bank, n.a.$110K1
314Vanguard National Trust Co$100K1
315DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$94.4K1
316Allworth Financial LP$91.9K1
317Arax Advisory Partners$89.8K1
318Larson Financial Group LLC$88.7K1
319Quarry LP$78.2K1
320Ancora Advisors LLC$74.1K1
321HM PAYSON & CO$66.4K1
322Smartleaf Asset Management LLC$49.2K1
323STEPH & CO$49.1K1
324NOMURA ASSET MANAGEMENT CO LTD$47.6K1
325MAI Capital Management$41.6K1
326Mitsubishi UFJ Asset Management Co., Ltd.$39.3K1
327SJS Investment Consulting Inc.$29.1K1
328Hilltop National Bank$28.3K1
329Physician Wealth Advisors, Inc.$25.8K1
330C M BIDWELL & ASSOCIATES LTD$25.8K1
331INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$23.1K1
332NATIXIS ADVISORS, LLC$20.3K1
333True Wealth Design, LLC$19.0K1
334BARTLETT & CO. WEALTH MANAGEMENT LLC$18.4K1
335Atlantic Union Bankshares Corp$17.8K1
336NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.8K1
337CONTRAVISORY INVESTMENT MANAGEMENT, INC.$13.8K1
338CVA Family Office, LLC$13.5K1
339New England Capital Financial Advisors LLC$12.5K1
340JONES FINANCIAL COMPANIES LLLP$11.0K1
341JFS WEALTH ADVISORS, LLC$10.8K1
342PRIVATE TRUST CO NA$9.8K1
343Acumen Wealth Advisors, LLC$8.5K1
344State of Alaska, Department of Revenue$7.7K1
345VAN ECK ASSOCIATES CORP$7.6K1
346FARMERS & MERCHANTS INVESTMENTS INC$7.3K1
347ALGERT GLOBAL LLC$6.9K1
348S&T BANK/PA$6.3K1
349ENTRUST FINANCIAL LLC$6.3K1
350KBC Group NV$6.1K1
351Keating Financial Advisory Services, Inc.$5.3K1
352Dogwood Wealth Management LLC$4.8K1
353CANADA LIFE ASSURANCE Co$4.6K1
354TD Capital Management LLC$4.1K1
355Owl Creek Wealth Partners LLC$3.8K1
356AMALGAMATED BANK$3.6K1
357Treasurer of the State of North Carolina$3.4K1
358WPG Advisers, LLC$3.3K1
359Rialto Wealth Management, LLC$3.0K1
360Valued Wealth Advisors LLC$2.8K1
361Bell Investment Advisors, Inc$2.8K1
362DiNuzzo Private Wealth, Inc.$2.8K1
363NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.6K1
364TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.6K1
365Clearstead Advisors, LLC$2.5K1
366Transamerica Financial Advisors, LLC$2.3K1
367United Financial Planning Group LLC$2.3K1
368ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.0K1
369Marquette Asset Management, LLC$2.0K1
370ELEVATION WEALTH PARTNERS, LLC$2.0K1
371SkyView Investment Advisors, LLC$1.8K1
372THRIVENT FINANCIAL FOR LUTHERANS$1.8K1
373First Pacific Financial$1.8K1
374Kilter Group LLC$1.5K1
375Sachetta, LLC$1.3K1
376JPL Wealth Management, LLC$1.3K1
377Wealth Enhancement Trust Services, Inc.$1.3K1
378Glen Eagle Advisors, LLC$1.0K1
379Manchester Capital Management LLC$1.0K1
380Cromwell Holdings LLC$1.0K1
381CENTRAL TRUST Co$7521
382Pinnacle Wealth Planning Services, Inc.$7511
383Vermillion Wealth Management, Inc.$7511
384Intentional Wealth Strategies, LLC$7511
385HARBOR CAPITAL ADVISORS, INC.$6581
386Breakwater Investment Management$5011
387HFM Investment Advisors, LLC$5011
388DekaBank Deutsche Girozentrale$4921
389PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4291
390Virtu Financial LLC$4221
391Vestcor Inc$3441
392Salomon & Ludwin, LLC$2541
393DecisionPoint Financial, LLC$2511
394SBI Securities Co., Ltd.$2501
395Signature Equity Partners, LLC$2501
396CX Institutional$521
397Centerpoint Advisors, LLC$171
398Capital Advisors, Ltd. LLC$91
399Raleigh Capital Management Inc.$91
400Avion Wealth$01
401Jefferies Financial Group Inc.— value not disclosed1
402VANGUARD GROUP INC— value not disclosed1
403CITIZENS FINANCIAL GROUP INC/RI— value not disclosed1
404HARBOUR INVESTMENTS, INC.— value not disclosed1
405Brandywine Global Investment Management, LLC— value not disclosed1
406COMERICA BANK— value not disclosed1
407VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
408COMMERCE BANK— value not disclosed1
409PROSPECTOR PARTNERS LLC— value not disclosed1
410LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
411AVIVA PLC— value not disclosed1
412WESTFIELD CAPITAL MANAGEMENT CO LP— value not disclosed1
413BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
414CIBC Private Wealth Group LLC— value not disclosed1
415GSA CAPITAL PARTNERS LLP— value not disclosed1
416NORGES BANK— value not disclosed1
417Walleye Trading LLC— value not disclosed1
418CIBC WORLD MARKET INC.— value not disclosed1
419Legato Capital Management LLC— value not disclosed1
420SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
421B. Riley Wealth Advisors, Inc.— value not disclosed1
422HRT FINANCIAL LP— value not disclosed1
423TWO SIGMA ADVISERS, LP— value not disclosed1
424SRH ADVISORS, LLC— value not disclosed1
425Edgestream Partners, L.P.— value not disclosed1
426PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
427Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
428Sequoia Financial Advisors, LLC— value not disclosed1
429Lighthouse Investment Partners, LLC— value not disclosed1
430Point72 Asset Management, L.P.— value not disclosed1
431Trexquant Investment LP— value not disclosed1
432Lido Advisors, LLC— value not disclosed1
433McIlrath & Eck, LLC— value not disclosed1
434AlphaCore Capital LLC— value not disclosed1
435Redwood Investment Management, LLC— value not disclosed1
436Quaker Wealth Management, LLC— value not disclosed1
437Global Retirement Partners, LLC— value not disclosed1
438MQS Management LLC— value not disclosed1
439TWINBEECH CAPITAL LP— value not disclosed1
440Aquatic Capital Management LLC— value not disclosed1
441Kestra Advisory Services, LLC— value not disclosed1
442Jackson Creek Investment Advisors LLC— value not disclosed1
443Optiver Holding B.V.— value not disclosed1
444AlphaQuest LLC— value not disclosed1
445Forum Financial Management, LP— value not disclosed1
446SageView Advisory Group, LLC— value not disclosed1
447AXQ CAPITAL, LP— value not disclosed1
448Dunhill Financial, LLC— value not disclosed1
449Caitong International Asset Management Co., Ltd— value not disclosed1
450Moran Wealth Management, LLC— value not disclosed1
451Financiere des Professionnels - Fonds d'investissement inc.— value not disclosed1
452Turning Point Benefit Group, Inc.— value not disclosed1
453QSV Equity Investors LLC— value not disclosed1
454MGB Wealth Management, LLC— value not disclosed1
455Wealth Watch Advisors, INC— value not disclosed1
Truncated by Public Filings. Every one of the 400 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PRI

RETAINED WINDOW · ACTIVE HITS

Zero hits on PRI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PRI · financials and macro

Financials — as filed PLANNED

PRI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PRI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing