Citizens Inc (CIA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

DECREASED

Shares242,673 from 266,366

Change-23,693 (-9%)

Value$837.2K (-$691.7K)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares128,979 from 124,950

Change+4,029 (+3%)

Value$445.0K (-$272.2K)

Filed 2026-11-05

Marietta Wealth Management, LLC

UNCHANGED

Shares23,794 from 23,794

Change0 (0%)

Value$80.2K (-$56.4K)

Filed 2026-10-22

Ritholtz Wealth Management

NEW

Shares21,724

Change+21,724

Value$74.9K

Filed 2026-11-05

Fortitude Family Office, LLC

NEW

Shares2,452

Change+2,452

Value$8.5K

Filed 2026-10-14

Citigroup Inc

DECREASED

Shares2,249 from 21,191

Change-18,942 (-89%)

Value$7.8K (-$113.9K)

Filed 2026-11-04

Activest Wealth Management

UNCHANGED

Shares1,932 from 1,932

Change0 (0%)

Value$6.7K (-$4.4K)

Filed 2026-10-15

GK Wealth Management LLC

NEW

Shares1,201

Change+1,201

Value$4.1K

Filed 2026-10-09

Sterling Capital Management LLC

DECREASED

Shares907 from 927

Change-20 (-2%)

Value$3.1K (-$2.2K)

Filed 2026-10-22

Farther Finance Advisors, LLC

DECREASED

Shares311 from 418

Change-107 (-26%)

Value$1.1K (-$1.3K)

Filed 2026-10-08

Financial Management Professionals, Inc.

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$493 (-$328)

Filed 2026-10-23

Covestor Ltd

INCREASED

Shares43 from 14

Change+29 (+207%)

Value$0 ($0)

Filed 2026-10-30

SJS Investment Consulting Inc.

NEW

Shares38

Change+38

Value$132

Filed 2026-10-26

Caitong International Asset Management Co., Ltd

INCREASED

Shares11 from 5

Change+6 (+120%)

Value$38 (+$9)

Filed 2026-10-29

IFP Advisors, Inc

DECREASED

Shares7 from 13

Change-6 (-46%)

Value$24 (-$51)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

DECREASED

Shares3 from 14

Change-11 (-79%)

Value$10 (-$71)

Filed 2026-11-04

Essential Partners LLC

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$98)

Filed 2026-10-14

BlackRock, Inc.

N/A

Shares— from 3,578,569

Change-3,578,569 (-100%)

Value—

Continental General Insurance Co

N/A

Shares— from 2,647,918

Change-2,647,918 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,985,149

Change-1,985,149 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,188,654

Change-1,188,654 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,120,660

Change-1,120,660 (-100%)

Value—

State Street Corp

N/A

Shares— from 667,706

Change-667,706 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 584,050

Change-584,050 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 512,708

Change-512,708 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 377,518

Change-377,518 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 307,505

Change-307,505 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 304,806

Change-304,806 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 256,777

Change-256,777 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 162,394

Change-162,394 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 131,253

Change-131,253 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 90,568

Change-90,568 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 89,099

Change-89,099 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 77,429

Change-77,429 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 66,456

Change-66,456 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 62,500

Change-62,500 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 61,184

Change-61,184 (-100%)

Value—

Barclays PLC

N/A

Shares— from 45,841

Change-45,841 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 42,872

Change-42,872 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 39,029

Change-39,029 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 38,502

Change-38,502 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 36,420

Change-36,420 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 34,892

Change-34,892 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 32,479

Change-32,479 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 26,783

Change-26,783 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 26,355

Change-26,355 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 25,621

Change-25,621 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 24,093

Change-24,093 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 21,172

Change-21,172 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 19,121

Change-19,121 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 18,970

Change-18,970 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 17,958

Change-17,958 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 17,480

Change-17,480 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 17,076

Change-17,076 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 16,388

Change-16,388 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 15,618

Change-15,618 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 15,165

Change-15,165 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 13,730

Change-13,730 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 12,800

Change-12,800 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 11,063

Change-11,063 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 11,059

Change-11,059 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 10,521

Change-10,521 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 10,438

Change-10,438 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,900

Change-9,900 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 6,512

Change-6,512 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6,344

Change-6,344 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,617

Change-4,617 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 4,094

Change-4,094 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,756

Change-2,756 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 633

Change-633 (-100%)

Value—

FMR LLC

N/A

Shares— from 560

Change-560 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 375

Change-375 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 294

Change-294 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 156

Change-156 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 116

Change-116 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 104

Change-104 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 8

Change-8 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	242,673	266,366	-23,693	-9%	$1.5M	$837.2K	-$691.7K	2026-11-04
Bank of New York Mellon Corp	INCREASED	128,979	124,950	+4,029	+3%	$717.2K	$445.0K	-$272.2K	2026-11-05
Marietta Wealth Management, LLC	UNCHANGED	23,794	23,794	0	0%	$136.6K	$80.2K	-$56.4K	2026-10-22
Ritholtz Wealth Management	NEW	21,724	—	+21,724	—	—	$74.9K	—	2026-11-05
Fortitude Family Office, LLC	NEW	2,452	—	+2,452	—	—	$8.5K	—	2026-10-14
Citigroup Inc	DECREASED	2,249	21,191	-18,942	-89%	$121.6K	$7.8K	-$113.9K	2026-11-04
Activest Wealth Management	UNCHANGED	1,932	1,932	0	0%	$11.1K	$6.7K	-$4.4K	2026-10-15
GK Wealth Management LLC	NEW	1,201	—	+1,201	—	—	$4.1K	—	2026-10-09
Sterling Capital Management LLC	DECREASED	907	927	-20	-2%	$5.3K	$3.1K	-$2.2K	2026-10-22
Farther Finance Advisors, LLC	DECREASED	311	418	-107	-26%	$2.4K	$1.1K	-$1.3K	2026-10-08
Financial Management Professionals, Inc.	UNCHANGED	143	143	0	0%	$821	$493	-$328	2026-10-23
Covestor Ltd	INCREASED	43	14	+29	+207%	$0	$0	$0	2026-10-30
SJS Investment Consulting Inc.	NEW	38	—	+38	—	—	$132	—	2026-10-26
Caitong International Asset Management Co., Ltd	INCREASED	11	5	+6	+120%	$29	$38	+$9	2026-10-29
IFP Advisors, Inc	DECREASED	7	13	-6	-46%	$75	$24	-$51	2026-10-16
EverSource Wealth Advisors, LLC	DECREASED	3	14	-11	-79%	$81	$10	-$71	2026-11-04
Essential Partners LLC	CLOSED	0	17	-17	-100%	$98	$0	-$98	2026-10-14
BlackRock, Inc.	N/A	—	3,578,569	-3,578,569	-100%	$20.5M	—	—	—
Continental General Insurance Co	N/A	—	2,647,918	-2,647,918	-100%	$15.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,985,149	-1,985,149	-100%	$11.4M	—	—	—
UBS Group AG	N/A	—	1,188,654	-1,188,654	-100%	$6.8M	—	—	—
Geode Capital Management, LLC	N/A	—	1,120,660	-1,120,660	-100%	$6.4M	—	—	—
State Street Corp	N/A	—	667,706	-667,706	-100%	$3.8M	—	—	—
First Eagle Investment Management, LLC	N/A	—	584,050	-584,050	-100%	$3.4M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	512,708	-512,708	-100%	$2.9M	—	—	—
Northern Trust Corp	N/A	—	377,518	-377,518	-100%	$2.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	307,505	-307,505	-100%	$1.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	304,806	-304,806	-100%	$1.7M	—	—	—
Empowered Funds, LLC	N/A	—	256,777	-256,777	-100%	$1.5M	—	—	—
Renaissance Technologies LLC	N/A	—	162,394	-162,394	-100%	$932.1K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	131,253	-131,253	-100%	$753.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	90,568	-90,568	-100%	$520.0K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	89,099	-89,099	-100%	$511.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	77,429	-77,429	-100%	$444.4K	—	—	—
Squarepoint Ops LLC	N/A	—	66,456	-66,456	-100%	$381.5K	—	—	—
HighTower Advisors, LLC	N/A	—	62,500	-62,500	-100%	$358.8K	—	—	—
Nuveen, LLC	N/A	—	61,184	-61,184	-100%	$351.2K	—	—	—
Barclays PLC	N/A	—	45,841	-45,841	-100%	$263.1K	—	—	—
Merit Financial Group, LLC	N/A	—	42,872	-42,872	-100%	$246.1K	—	—	—
Deutsche Bank Ag\	N/A	—	39,029	-39,029	-100%	$224.0K	—	—	—
Wells Fargo & Company	N/A	—	38,502	-38,502	-100%	$221.0K	—	—	—
Rhumbline Advisers	N/A	—	36,420	-36,420	-100%	$209.0K	—	—	—
Bank of America Corp	N/A	—	34,892	-34,892	-100%	$200.3K	—	—	—
GSA Capital Partners LLP	N/A	—	32,479	-32,479	-100%	$186.0K	—	—	—
Invesco Ltd.	N/A	—	26,783	-26,783	-100%	$153.7K	—	—	—
Russell Investments Group, Ltd.	N/A	—	26,355	-26,355	-100%	$151.3K	—	—	—
MetLife Investment Management, LLC	N/A	—	25,621	-25,621	-100%	$147.1K	—	—	—
Metis Global Partners, LLC	N/A	—	24,093	-24,093	-100%	$138.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	21,172	-21,172	-100%	$121.5K	—	—	—
JPMorgan Chase & Co	N/A	—	19,121	-19,121	-100%	$118.2K	—	—	—
Morgan Stanley	N/A	—	18,970	-18,970	-100%	$108.9K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	17,958	-17,958	-100%	$103.1K	—	—	—
Franklin Resources Inc	N/A	—	17,480	-17,480	-100%	$100.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	17,076	-17,076	-100%	$98.0K	—	—	—
LPL Financial LLC	N/A	—	16,388	-16,388	-100%	$94.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	15,618	-15,618	-100%	$89.6K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	15,165	-15,165	-100%	$87.0K	—	—	—
American Century Companies Inc	N/A	—	13,730	-13,730	-100%	$78.8K	—	—	—
Alliancebernstein L.P.	N/A	—	12,800	-12,800	-100%	$64.4K	—	—	—
Intech Investment Management LLC	N/A	—	11,063	-11,063	-100%	$63.5K	—	—	—
Voya Investment Management LLC	N/A	—	11,059	-11,059	-100%	$63.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	10,521	-10,521	-100%	$60.4K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	10,438	-10,438	-100%	$59.9K	—	—	—
New York State Common Retirement Fund	N/A	—	9,900	-9,900	-100%	$56.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	6,512	-6,512	-100%	$37.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6,344	-6,344	-100%	$36.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,617	-4,617	-100%	$26.5K	—	—	—
Legal & General Group Plc	N/A	—	4,094	-4,094	-100%	$23.5K	—	—	—
Royal Bank of Canada	N/A	—	2,756	-2,756	-100%	$16.0K	—	—	—
California State Teachers Retirement System	N/A	—	633	-633	-100%	$3.6K	—	—	—
FMR LLC	N/A	—	560	-560	-100%	$3.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	375	-375	-100%	$2.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	294	-294	-100%	$1.7K	—	—	—
UMB Bank, n.a.	N/A	—	156	-156	-100%	$895	—	—	—
Arax Advisory Partners	N/A	—	116	-116	-100%	$665	—	—	—
PNC Financial Services Group, Inc.	N/A	—	104	-104	-100%	$597	—	—	—
Allworth Financial LP	N/A	—	8	-8	-100%	$46	—	—	—
Clearstead Advisors, LLC	N/A	—	6	-6	-100%	$35	—	—	—
Rothschild Investment LLC	N/A	—	1	-1	-100%	$6	—	—	—

Showing 79 of 79 institutions