CIA · Company research
Citizens, Inc. (CIA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15090 | 1057356 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caerus Investment Advisors, LLC | 1862682 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9866 | 691311 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TOTH FINANCIAL ADVISORY CORP | 866780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27080 | 1897496 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4989 | 349579 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1309640 | 91766472 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30478 | 2135593 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9032 | 632872 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7796 | 546266 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 284 | 19869 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| COUNTRY TRUST BANK | 1209324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 1121 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 379213 | 26571455 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92420 | 6475869 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TEALWOOD ASSET MANAGEMENT INC | 1164062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25974 | 1820 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2896 | 202923 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17151 | 1201771 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Trust Asset Management LLC | 1608376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4823 | 337948 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3644081 | 255486519 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199 | 13917 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 756 | 52973 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Leonteq Securities AG | 1535950 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 264 | 18498 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 164 | 11492 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1734398 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104511 | 7323086 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19177 | 1343732 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4052 | 23258 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DECISION INVESTMENTS, INC | 2111652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4320 | 302702 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| LAWOOD & CO | 2109484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10620 | 769298 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34500 | 2417415 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 408897 | 28651451 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AEGON ASSET MANAGEMENT UK Plc | 1539994 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1235858 | 86596570 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Investment Research Partners LLC | 2069274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2982 | 208949 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7447 | 521811 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161298 | 11302209 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Fund Advisors of America Inc/FL | 2116327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5555 | 389240 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19453 | 1363099 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147278 | 305636865 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nvest Wealth Strategies, Inc. | 2106942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 841 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8425 | 590340 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 2081 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 264 | 18499 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 836601 | 58620632 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91805 | 6433 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Gulf International Bank (UK) Ltd | 1598697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 653 | 1358 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| X ADVISORS, LLC | 2139999 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18073 | 452547 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1621802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84054 | 5889664 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VISTA INVESTMENT PARTNERS LLC | 2023386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69722 | 4885834 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26439 | 1852581 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106805 | 7483825 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2114795 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 35035 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102721 | 7197664 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108893 | 7630133 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PFA Pension, Forsikringsaktieselskab | 1730073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1125142 | 78838699 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CRA Financial Services, LLC | 1765594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4505 | 315665 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16641 | 1166035 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Community Financial Services Group, LLC | 1537319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 14364 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| GoalVest Advisory LLC | 1839307 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 680 | 47648 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 516 | 36156 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 827885 | 58009812 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1680 | 3495727 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ariadne Wealth Management, LP | 2034793 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3187 | 223313 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 3100 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nilsine Partners, LLC | 1913043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31597 | 2214002 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 680625 | 47691394 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84064 | 5890364 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113901 | 7981043 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| PERSONAL CFO SOLUTIONS, LLC | 1677501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4609 | 322960 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SIG BROKERAGE, LP | 1094429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10786 | 755775 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 424 | 29710 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Balefire, LLC | 1750924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4989 | 349586 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Elevated Capital Advisors, LLC | 1802387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8287 | 580684 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Curi Capital, LLC | 1332905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20920 | 1465849 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 944042 | 66149023 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 817 | 57247 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Bison Wealth, LLC | 1845251 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4811 | 346921 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144 | 10090 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 721 | 50554 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 448 | 31391 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84759 | 5939063 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56284 | 3943834 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Phoenix Financial Ltd. | 1679543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33075 | 2338837 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Snowden Capital Advisors LLC | 1903055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3398 | 238072 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.