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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2025-03-09Jefferson Shreve R–IN-6Sale · partial (partial sale)Traded 02-24 +13d$15K–$50K
2018-12-06Thomas MacArthur R–NJ-3Sale · partial · JT (partial sale, jointly owned)Traded 10-31 +36d$1K–$15K
2018-12-06Thomas MacArthur R–NJ-3Sale · partial · JT (partial sale, jointly owned)Traded 10-24 +43d$1K–$15K
2018-12-06Thomas MacArthur R–NJ-3Sale · partial · JT (partial sale, jointly owned)Traded 10-23 +44d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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.$01
402VANGUARD GROUP INC$01
403CITIZENS FINANCIAL GROUP INC/RI$01
404HARBOUR INVESTMENTS, INC.$01
405Brandywine Global Investment Management, LLC$01
406COMERICA BANK$01
407VIRGINIA RETIREMENT SYSTEMS ET Al$01
408COMMERCE BANK$01
409PROSPECTOR PARTNERS LLC$01
410LOGAN CAPITAL MANAGEMENT INC$01
411AVIVA PLC$01
412WESTFIELD CAPITAL MANAGEMENT CO LP$01
413BALYASNY ASSET MANAGEMENT L.P.$01
414CIBC Private Wealth Group LLC$01
415GSA CAPITAL PARTNERS LLP$01
416NORGES BANK$01
417Walleye Trading LLC$01
418CIBC WORLD MARKET INC.$01
419Legato Capital Management LLC$01
420SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
421B. Riley Wealth Advisors, Inc.$01
422HRT FINANCIAL LP$01
423TWO SIGMA ADVISERS, LP$01
424SRH ADVISORS, LLC$01
425Edgestream Partners, L.P.$01
426PICTON MAHONEY ASSET MANAGEMENT$01
427Connor, Clark & Lunn Investment Management Ltd.$01
428Sequoia Financial Advisors, LLC$01
429Lighthouse Investment Partners, LLC$01
430Point72 Asset Management, L.P.$01
431Trexquant Investment LP$01
432Lido Advisors, LLC$01
433McIlrath & Eck, LLC$01
434AlphaCore Capital LLC$01
435Redwood Investment Management, LLC$01
436Quaker Wealth Management, LLC$01
437Global Retirement Partners, LLC$01
438MQS Management LLC$01
439TWINBEECH CAPITAL LP$01
440Aquatic Capital Management LLC$01
441Kestra Advisory Services, LLC$01
442Jackson Creek Investment Advisors LLC$01
443Optiver Holding B.V.$01
444AlphaQuest LLC$01
445Forum Financial Management, LP$01
446SageView Advisory Group, LLC$01
447AXQ CAPITAL, LP$01
448Dunhill Financial, LLC$01
449Caitong International Asset Management Co., Ltd$01
450Moran Wealth Management, LLC$01
451Financiere des Professionnels - Fonds d'investissement inc.$01
452Turning Point Benefit Group, Inc.$01
453QSV Equity Investors LLC$01
454MGB Wealth Management, LLC$01
455Wealth Watch Advisors, INC$01
Truncated by Public Filings. The published aggregate ranks the top 455 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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