Creative Planning

Position in CNO — CNO Financial Group, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CNO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,561,584

+$1,766,967 QoQ

Shares Held

128,709

+10.2% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#68

of 381 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $154,007,713 across 15 Insurance - Life names. CNO ranks #7 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	305,002	$35,761,483
2	MET	Metlife Inc	319,242	$27,011,065
3	MFC	Manulife Financial Corp	582,389	$23,592,577
4	UNM	Unum Group	204,086	$18,245,287
5	GL	Globe Life Inc.	83,207	$14,867,426
6	PRU	Prudential Financial Inc	115,560	$12,472,390
7	CNO	CNO Financial Group, Inc. This page	128,709	$6,561,584
8	PUK	Prudential PLC	209,476	$5,616,051

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,561,584	128,709	+10.2%	Shares	Defined	2026-08-13
2026-03-31	$4,794,617	116,771	-11.6%	Shares	Sole	2026-05-12
2025-12-31	$5,608,375	132,055	+179.2%	Shares	Sole	2026-02-17
2025-09-30	$1,870,595	47,297	+439.4%	Shares	Sole	2025-11-14
2025-06-30	$338,307	8,769	+10.4%	Shares	Sole	2025-08-08
2025-03-31	$330,950	7,946	-10.3%	Shares	Sole	2025-05-15
2024-12-31	$329,643	8,859	+1.0%	Shares	Defined	2025-02-14
2024-09-30	$307,932	8,773	-20.3%	Shares	Defined	2024-10-11
2024-06-30	$305,112	11,007	+7.2%	Shares	Defined	2024-08-15
2024-03-31	$282,081	10,265	-3.5%	Shares	Sole	2024-05-13
2023-12-31	$296,855	10,640	-1.1%	Shares	Defined	2024-02-14
2023-09-30	$255,286	10,758	-16.3%	Shares	Defined	2023-11-16
2023-06-30	$304,205	12,852	+13.2%	Shares	Defined	2023-07-21
2023-03-31	$251,989	11,356	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.