CITIZENS, INC. - CIA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,578,569 | 20,540 | 0.0% | 0.0% | 1 | +311,270 | 9.53% | Q2 2026 | Aug 07, 2026 |
| CONTINENTAL GENERAL INSURANCE CO | History | Added to | 2,647,918 | 15,199 | 3.17% | 1.85% | 2 | +96,269 | 3.77% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,985,149 | 11,394 | 0.0% | 0.0% | 3 | +30,026 | 1.54% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 1,188,654 | 6,822 | 0.0% | 0.0% | 4 | +542,281 | 83.9% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,120,660 | 6,434 | 0.0% | 0.0% | 5 | +68,437 | 6.5% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Reduced | 667,706 | 3,832 | 0.0% | 0.0% | 6 | -752 | -0.11% | Q2 2026 | Sep 22, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 584,050 | 3,352 | 0.01% | 0.0% | 7 | +1,300 | 0.22% | Q2 2026 | Aug 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 512,708 | 2,942 | 0.05% | 0.05% | 8 | +18,290 | 3.7% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 377,518 | 2,166 | 0.0% | 0.0% | 9 | +33,039 | 9.59% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 307,505 | 1,765 | 0.0% | 0.0% | 10 | +47,302 | 18.18% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 304,806 | 1,749 | 0.0% | 0.0% | 11 | +15,991 | 5.54% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 266,366 | 1,528 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | Added to | 256,777 | 1,473 | 0.01% | 0.01% | 13 | +18,290 | 7.67% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 162,394 | 932 | 0.0% | 0.0% | 14 | -10,100 | -5.86% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 131,253 | 753 | 0.0% | 0.0% | 15 | +6,837 | 5.5% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 124,950 | 717 | 0.0% | 0.0% | 16 | +11,814 | 10.44% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 90,568 | 520 | 0.0% | 0.0% | 17 | +18,622 | 25.88% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 89,099 | 511 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 82,600 | 474 | 0.0% | — | 19 | +82,600 | New | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 77,429 | 444 | 0.0% | 0.0% | 20 | -56,547 | -42.21% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 66,456 | 381 | 0.0% | 0.0% | 21 | +13,300 | 25.02% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 62,500 | 358 | 0.0% | 0.0% | 22 | -13,413 | -17.67% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | No change | 61,184 | 351 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,000 | 338 | 0.0% | 0.0% | 24 | +43,084 | 270.7% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 45,841 | 263 | 0.0% | 0.0% | 25 | -95,180 | -67.49% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | New | 42,872 | 246 | 0.0% | — | 26 | +42,872 | New | Q2 2026 | Jul 20, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 39,029 | 224 | 0.0% | 0.0% | 27 | -8,114 | -17.21% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 38,502 | 221 | 0.0% | 0.0% | 28 | +21,413 | 125.3% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 36,420 | 209 | 0.0% | 0.0% | 29 | +3,927 | 12.09% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 34,892 | 200 | 0.0% | 0.0% | 30 | -7,513 | -17.72% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 32,479 | 186 | 0.01% | 0.0% | 31 | +18,128 | 126.32% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | Reduced | 26,783 | 153 | 0.0% | 0.0% | 32 | -4,651 | -14.8% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 26,355 | 151 | 0.0% | 0.0% | 33 | +22,495 | 582.77% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | Added to | 25,621 | 147 | 0.0% | 0.0% | 34 | +6,423 | 33.46% | Q2 2026 | Aug 13, 2026 |
| Metis Global Partners, LLC | History | No change | 24,093 | 138 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marietta Wealth Management, LLC | History | No change | 23,794 | 136 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITIGROUP INC | History | Added to | 21,191 | 121 | 0.0% | 0.0% | 37 | +15,524 | 273.94% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 21,172 | 121 | 0.0% | 0.0% | 38 | -342 | -1.59% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,121 | 118 | 0.0% | 0.0% | 39 | +738 | 4.01% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 18,970 | 108 | 0.0% | 0.0% | 40 | -5,070 | -21.09% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 17,958 | 103 | 0.01% | — | 41 | +17,958 | New | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 17,480 | 100 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 17,076 | 98 | 0.0% | 0.0% | 43 | +7,645 | 81.06% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | Added to | 16,388 | 94 | 0.0% | 0.0% | 44 | +361 | 2.25% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 15,618 | 89 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,165 | 87 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 13,730 | 78 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 12,800 | 64 | 0.0% | 0.0% | 48 | +2,000 | 18.52% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 11,059 | 63 | 0.0% | — | 49 | +11,059 | New | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,063 | 63 | 0.0% | 0.0% | 50 | -690 | -5.87% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,521 | 60 | 0.0% | 0.0% | 51 | -1,702 | -13.92% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,438 | 59 | 0.0% | 0.0% | 52 | -1,026 | -8.95% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,900 | 56 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,512 | 37 | 0.0% | 0.0% | 54 | -3,226 | -33.13% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,344 | 36 | 0.0% | 0.0% | 55 | -2,115 | -25.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,617 | 26 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 4,094 | 23 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,756 | 16 | 0.0% | 0.0% | 58 | +1,965 | 248.42% | Q2 2026 | Aug 14, 2026 |
| Activest Wealth Management | History | No change | 1,932 | 11 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sterling Capital Management LLC | History | Reduced | 927 | 5 | 0.0% | 0.0% | 60 | -570 | -38.08% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 633 | 3 | 0.0% | 0.0% | 62 | -1,814 | -74.13% | Q2 2026 | Aug 24, 2026 |
| FMR LLC | History | Added to | 560 | 3 | 0.0% | 0.0% | 61 | +285 | 103.64% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 375 | 2 | 0.0% | 0.0% | 63 | -418 | -52.71% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 418 | 2 | 0.0% | 0.0% | 64 | +106 | 33.97% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 294 | 1 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,160 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | New | 156 | 0 | — | — | — | +156 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 116 | 0 | — | — | — | +116 | New | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -65 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Covestor Ltd | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 13 | 0 | — | — | — | +11 | 550.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 14 | 0 | — | — | — | +11 | 366.67% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Added to | 17 | 0 | — | — | — | +10 | 142.86% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Added to | 8 | 0 | — | — | — | +7 | 700.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 04, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 104 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 143 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |