CIA · Citizens, Inc.

$3.93 +0.04 (+1.03%) At close · Aug 26

Market Cap

$197.00M

50.64M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 77

Total Value: $88,921,647

Total Shares: 15,491,585

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 77 13F filers · Δ vs Mar 31, 2026

Top Holder

23.1%

+0.1 pts

Top 5

67.9%

+0.9 pts

Top 10

83.7%

+0.1 pts

HHI

1,169

Broadly held−30

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +4

Institutional value: +24.7%

Shares held: +9.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega UBS Group AG	+542,281	1,188,654
Mega BlackRock, Inc.	+311,270	3,578,569
Small CONTINENTAL GENERAL INSURANCE CO	+96,269	2,647,918
Mega GEODE CAPITAL MANAGEMENT, LLC	+68,437	1,120,660
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	+47,302	307,505

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BARCLAYS PLC	−95,180	45,841
Mega GOLDMAN SACHS GROUP INC	−56,547	77,429
Large HighTower Advisors, LLC	−13,413	62,500
Large RENAISSANCE TECHNOLOGIES LLC	−10,100	162,394
Mega DEUTSCHE BANK AG\	−8,114	39,029

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	82,600	$474,124
Mid Merit Financial Group, LLC	42,872	$246,084
Mid OCCUDO QUANTITATIVE STRATEGIES LP	17,958	$103,078
Large VOYA INVESTMENT MANAGEMENT LLC	11,059	$63,478
Mid UMB Bank, n.a.	156	$895

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	2,447	$12,308
Large MAI Capital Management	1,160	$5,834
Large CWM, LLC	260	$1,307
Mid GAMMA Investing LLC	65	$326
Small Root Financial Partners, LLC	3	$15

Filter: New 10 Increased 33 Reduced 17 Sold out 6 Unchanged 17

Showing 79 of 79

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$20,540,984

23.10%

3,578,569

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	26,364	$151,329	0.7%	Sole
BlackRock Investment Management, LLC	155,575	$893,000	4.3%	Sole
BLACKROCK ADVISORS LLC	97,907	$561,986	2.7%	Sole
BlackRock Fund Advisors	1,885,987	$10,825,565	52.7%	Sole
BlackRock Institutional Trust Company, N.A.	1,410,676	$8,097,280	39.4%	Sole
Aperio Group, LLC	2,060	$11,824	0.1%	Sole

CONTINENTAL GENERAL INSURANCE CO

$15,199,049

17.09%

2,647,918

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Continental Insurance Group, Ltd. joint	2,647,918	$15,199,049	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$11,394,755

12.81%

1,985,149

UBS Group AG

$6,822,873

7.67%

1,188,654

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	233,590	$1,340,806	19.7%	Defined
UBS AG	955,064	$5,482,067	80.3%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$6,432,588

7.23%

1,120,660

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	173,269	$994,564	15.5%	Defined
Held directly	947,391	$5,438,024	84.5%	Defined

STATE STREET CORP

$3,832,632

4.31%

667,706

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	667,706	$3,832,632	100.0%	Defined

First Eagle Investment Management, LLC

$3,352,447

3.77%

584,050

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$2,942,943

3.31%

512,708

NORTHERN TRUST CORP

$2,166,952

2.44%

377,518

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	370,317	$2,125,619	98.1%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	7,201	$41,333	1.9%	Other

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,765,078

1.98%

307,505

VANGUARD FIDUCIARY TRUST CO

$1,749,586

1.97%

304,806

DIMENSIONAL FUND ADVISORS LP

$1,528,940

1.72%

266,366

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DFA Australia Ltd.	6,319	$36,271	2.4%	Defined
Dimensional Ireland Ltd	5,511	$31,633	2.1%	Defined
Held directly	254,536	$1,461,036	95.6%	Sole

Empowered Funds, LLC

$1,473,899

1.66%

256,777

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	256,777	$1,473,899	100.0%	Other

RENAISSANCE TECHNOLOGIES LLC

$932,141

1.05%

162,394

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$753,392

0.85%

131,253

Bank of New York Mellon Corp

$717,211

0.81%

124,950

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	55,458	$318,328	44.4%	Defined
The Bank of New York Mellon	69,491	$398,878	55.6%	Defined
Held directly	1	$5	0.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$519,860

0.58%

90,568

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	90,568	$519,860	100.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$511,428

0.58%

89,099

GOLDMAN SACHS GROUP INC

$444,442

0.50%

77,429

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	77,429	$444,442	100.0%	Defined

CITADEL ADVISORS LLC

$410,410

0.46%

71,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	71,500	$410,410	100.0%	Defined

Squarepoint Ops LLC

$381,457

0.43%

66,456

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	66,456	$381,457	100.0%	Defined

HighTower Advisors, LLC

$358,750

0.40%

62,500

Nuveen, LLC

$351,196

0.39%

61,184

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS ADVISORS, LLC joint	61,184	$351,196	100.0%	Defined

BARCLAYS PLC

$263,126

0.30%

45,841

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	44,529	$255,596	97.1%	Defined
BARCLAYS CAPITAL INC.	1,312	$7,530	2.9%	Defined

Merit Financial Group, LLC

$246,084

0.28%

42,872

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AQR Capital Management	114	$654	0.3%	Other
Held directly	42,758	$245,430	99.7%	Sole

DEUTSCHE BANK AG\

$224,026

0.25%

39,029

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	39,029	$224,026	100.0%	Defined

WELLS FARGO & COMPANY/MN

$221,001

0.25%

38,502

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	37,550	$215,537	97.5%	Defined
Wells Fargo Securities, LLC	952	$5,464	2.5%	Defined

RHUMBLINE ADVISERS

$209,050

0.24%

36,420

BANK OF AMERICA CORP /DE/

$200,280

0.23%

34,892

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	34,892	$200,280	100.0%	Defined

GSA CAPITAL PARTNERS LLP

$186,429

0.21%

32,479

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$181,958

0.20%

31,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	31,700	$181,958	100.0%	Other

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$156,702

0.18%

27,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	27,300	$156,702	100.0%	Other

Invesco Ltd.

$153,733

0.17%

26,783

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	5,588	$32,075	20.9%	Defined
Invesco Trust Co joint	17,143	$98,400	64.0%	Defined
Invesco Capital Management LLC	4,052	$23,258	15.1%	Defined

Russell Investments Group, Ltd.

$151,276

0.17%

26,355

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	26,355	$151,276	100.0%	Defined

MetLife Investment Management, LLC

$147,064

0.17%

25,621

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	25,621	$147,064	100.0%	Defined

Metis Global Partners, LLC

$138,293

0.16%

24,093

Marietta Wealth Management, LLC

$136,577

0.15%

23,794

CITIGROUP INC

$121,636

0.14%

21,191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	21,191	$121,636	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$121,527

0.14%

21,172

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	21,172	$121,527	100.0%	Defined

JPMORGAN CHASE & CO

$109,754

0.12%

19,121

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	19,060	$109,404	99.7%	Defined
J.P. Morgan Investment Management Inc.	61	$350	0.3%	Defined

MORGAN STANLEY

$108,885

0.12%

18,970

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	168	$964	0.9%	Defined
MORGAN STANLEY & CO. LLC	13,458	$77,248	70.9%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	1,586	$9,103	8.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3,758	$21,570	19.8%	Defined

OCCUDO QUANTITATIVE STRATEGIES LP

$103,078

0.12%

17,958

FRANKLIN RESOURCES INC

$100,335

0.11%

17,480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brandywine Global Investment Management, LLC	17,480	$100,335	100.0%	Defined

Police & Firemen's Retirement System of New Jersey

$98,016

0.11%

17,076

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	17,076	$98,016	100.0%	Defined

LPL Financial LLC

$94,067

0.11%

16,388

Vanguard Global Advisers, LLC

$89,647

0.10%

15,618

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

$87,047

0.10%

15,165

AMERICAN CENTURY COMPANIES INC

$78,810

0.09%

13,730

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	13,730	$78,810	100.0%	Defined

ALLIANCEBERNSTEIN L.P.

$73,472

0.08%

12,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	12,800	$73,472	100.0%	Defined

CITADEL ADVISORS LLC

$63,714

0.07%

11,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	11,100	$63,714	100.0%	Defined

INTECH INVESTMENT MANAGEMENT LLC

$63,501

0.07%

11,063

VOYA INVESTMENT MANAGEMENT LLC

$63,478

0.07%

11,059

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	11,059	$63,478	100.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$60,390

0.07%

10,521

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$59,914

0.07%

10,438

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	10,438	$59,914	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$56,826

0.06%

9,900

BNP PARIBAS ARBITRAGE, SA

$37,378

0.04%

6,512

Tower Research Capital LLC (TRC)

$36,414

0.04%

6,344

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	6,344	$36,414	100.0%	Defined

Ameritas Investment Partners, Inc.

$26,501

0.03%

4,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	4,617	$26,501	100.0%	Other

Legal & General Group Plc

$23,499

0.03%

4,094

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	4,094	$23,499	100.0%	Defined

ROYAL BANK OF CANADA

$15,817

0.02%

2,756

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	1,389	$7,972	50.4%	Defined
RBC Capital Markets, LLC	1,366	$7,840	49.6%	Defined
Held directly	1	$5	0.0%	Sole

Activest Wealth Management

$11,089

0.01%

1,932

Sterling Capital Management LLC

$5,320

0.01%

927

FMR LLC

$3,214

0.00%

560

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	560	$3,214	100.0%	Defined

Farther Finance Advisors, LLC

$2,399

0.00%

418

Rockefeller Capital Management L.P.

$2,151

0.00%

375

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	159	$912	42.4%	Defined
ROCKEFELLER TRUST COMPANY, N.A.	216	$1,239	57.6%	Defined

OSAIC HOLDINGS, INC.

$1,687

0.00%

294

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	294	$1,687	100.0%	Defined

UMB Bank, n.a.

$895

0.00%

156

Financial Management Professionals, Inc.

$820

0.00%

143

Arax Advisory Partners

$665

0.00%

116

PNC FINANCIAL SERVICES GROUP, INC.

$596

0.00%

104

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	104	$596	100.0%	Defined

Essential Partners LLC

$97

0.00%

Covestor Ltd

$80

0.00%

EverSource Wealth Advisors, LLC

$79

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	5	$28	35.4%	Sole
Held directly	9	$51	64.6%	Sole

IFP Advisors, Inc

$74

0.00%

Integrated Wealth Concepts LLC

$51

0.00%

Allworth Financial LP

$45

0.00%

Clearstead Advisors, LLC

$34

0.00%

Caitong International Asset Management Co., Ltd

$28

0.00%

ROTHSCHILD INVESTMENT LLC

0.00%

Key facts CIK 24090 CUSIP 174740100 13F (30d) 70 filings 70 filers Visit website Investor relations