CIA Citizens, Inc. Class A Common Stock ($1.00 Par)
$3.88
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$4–$7
11% of range
Analyst Rating
STRONG BUY
5 analysts
Price Target
$5
+29% upside
P/E (TTM)
—
ROE
6.3%
Net Profit Margin
5.7%
CIA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$3.88
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
$256M
Div Yield
—
ROE
6.3%
Debt/Equity
—
52W Range
$4 – $7
CIA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$256M
2019-12-31
→
2025-12-31
EPS
—
Free Cash Flow
$18M
2019-12-31
→
2025-12-31
Margins
5.7%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
CIA
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
CIA
Peer Median
Net Profit Margin
5.7%
5.0%
ROA
0.85%
0.52%
ROE
6.3%
8.8%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
CIA
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
CIA
Peer Median
Revenue YoY
4.3%
—
Revenue CAGR 3Y
3.2%
—
Revenue CAGR 5Y
1.4%
—
Net Income YoY
-2.1%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
CIA
Peer Median
CIA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
5 analysts
- Strong Buy 2 40.0%
- Buy 2 40.0%
- Hold 1 20.0%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
1 analysts · 2026-08-17
Low
$5.00
High
$5.00
Median target
$5.00
+29.0%
Mean target
$5.00
+29.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-0.01%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $-0.01 | $0.07 | -0.08% |
| March 31, 2026 | $0.03 | $0.05 | -0.02% |
| Dec. 31, 2025 | $0.14 | $0.08 | 0.06% |
| Sept. 30, 2025 | $0.04 | $0.06 | -0.02% |
| June 30, 2025 | $0.13 | $0.04 | 0.09% |
| March 31, 2025 | $-0.03 | $0.05 | -0.08% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CIA | — | — | 4.3% | 5.7% | 6.3% | — |
| BHF | — | — | — | — | — | — |
| MET | $51.73B | 16.8 | 8.6% | 4.4% | 12.1% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 6
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $256M | $245M | $241M | $233M | $251M | $239M | $251M | $244M | $253M | $245M | $236M | $230M | |
| Pretax Income | $17M | $15M | $26M | $27M | $31M | $-12M | $6M | $2M | $-3M | $5M | $-2M | $-2M | |
| Income Tax | $3M | $68.0K | $2M | $1M | $-42M | $-1M | $7M | $13M | $35M | $4M | $1M | $4M | |
| Net Income | $15M | $15M | $24M | $26M | $73M | $-11M | $-1M | $-11M | $-38M | $2M | $-3M | $-6M | |
| Shares (Basic) | · | · | 49,696,000 | 50,139,000 | 49,972,000 | 50,402,000 | 50,216,000 | 50,082,000 | 50,082,000 | 50,082,000 | 50,082,000 | 50,082,000 | |
| Shares (Diluted) | · | · | 50,681,000 | 50,867,000 | 50,645,000 | 50,940,000 | 50,349,000 | 50,141,000 | 50,082,000 | 50,082,000 | · | · |
Balance Sheet 14
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $23M | $29M | $27M | $23M | $27M | $34M | $46M | $45M | $46M | $36M | $83M | $51M | |
| Short-term Investments | · | · | · | $1M | $0 | · | · | · | · | · | · | · | |
| PP&E (Net) | $10M | $11M | $12M | $13M | $14M | $16M | $6M | $6M | $7M | $8M | $6M | $6M | |
| PP&E (Gross) | $19M | $19M | $22M | $23M | $23M | $25M | $14M | $13M | $15M | $23M | $21M | $21M | |
| Accum. Depreciation | $9M | $9M | $10M | $10M | $9M | $9M | $9M | $7M | $9M | $16M | $15M | $14M | |
| Goodwill | · | · | · | · | · | · | $13M | $13M | $13M | $17M | $17M | $17M | |
| Total Assets | $1.75B | $1.69B | $1.67B | $1.59B | $1.85B | $1.84B | $1.74B | $1.62B | $1.64B | $1.58B | $1.48B | $1.42B | |
| Deferred Tax | $6M | $3M | $1M | $4M | $15M | $10M | $12M | · | · | · | · | $-66M | |
| Total Liabilities | $1.52B | $1.47B | $1.50B | $1.46B | $1.53B | $1.54B | $1.49B | $1.43B | $1.42B | $1.33B | $1.23B | $1.16B | |
| Retained Earnings | $72M | $57M | $42M | $16M | $-46M | $-82M | $-71M | $-70M | $-54M | $-16M | $-18M | $-19M | |
| Treasury Stock | $24M | $24M | $24M | $23M | $20M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | |
| AOCI | $-88M | $-96M | $-118M | $-137M | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $235M | $210M | $172M | $128M | $100M | $301M | $260M | $188M | $224M | $249M | $247M | $262M | |
| Liabilities + Equity | $1.75B | $1.69B | $1.67B | $1.59B | $1.85B | $1.84B | $1.74B | $1.62B | $1.64B | $1.58B | $1.48B | $1.42B |
Cash Flow 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $1M | $-2M | $860.0K | $2M | $2M | $-402.0K | $2M | $63M | $-21M | $10M | $-4M | $79M | |
| Operating Cash Flow | $18M | $32M | $22M | $57M | $40M | $49M | $72M | $85M | $93M | $102M | $87M | $98M | |
| CapEx | $447.0K | $663.0K | $442.0K | $100.0K | $1M | $221.0K | $511.0K | $724.0K | $1M | $2M | $590.0K | $481.0K | |
| Investing Cash Flow | $-20M | $-27M | $-14M | $-61M | $-41M | $-62M | $-69M | $-85M | $-85M | $-152M | $-58M | $-104M | |
| Stock Issued | · | · | $0 | $2M | $2M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | · | · | $0 | $2M | $2M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-5M | $-2M | $-4M | $-499.0K | $-6M | $904.0K | $-2M | $-58.0K | $3M | $2M | $3M | $2M | |
| Net Change in Cash | $-6M | $2M | $4M | $-4M | $-7M | $-12M | $713.0K | $-572.0K | $11M | $-47M | $32M | $-4M | |
| Taxes Paid | $2M | $500.0K | $2M | $300.0K | $1M | $0 | $2M | $3M | $3M | $4M | $5M | $5M | |
| Free Cash Flow | $18M | $31M | $22M | $57M | $39M | $49M | $72M | $84M | $92M | $100M | $87M | $97M |
Profitability 4
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 5.7% | 6.1% | 10.2% | -2.9% | 14.7% | -4.6% | -0.55% | -4.5% | -15.1% | 0.80% | -1.5% | -2.8% | |
| Pretax Margin | 6.8% | 6.1% | 10.9% | -3.0% | -2.7% | -5.2% | 2.3% | 0.82% | -1.2% | 2.2% | -1.1% | -1.2% | |
| ROA | 0.85% | 0.87% | 1.5% | -0.39% | 2.0% | -0.61% | -0.08% | -0.68% | -2.4% | 0.13% | -0.25% | -0.49% | |
| ROE | 6.3% | 7.1% | 15.0% | -11.8% | 12.6% | -3.7% | -0.53% | -5.9% | -15.6% | 0.79% | -1.4% | -2.6% |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 |
Growth Rates 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.3% | 1.8% | 3.5% | -7.2% | 4.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.2% | -0.74% | 0.25% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -2.1% | -39.0% | -6.0% | -64.2% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -17.5% | -41.0% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $256M | $245M | $241M | $233M | $251M | $239M | $251M | $244M | $253M | $245M | $236M | $230M | |
| Net Income TTM | $15M | $15M | $24M | $26M | $73M | $-11M | $-1M | $-11M | $-38M | $2M | $-3M | $-6M |
Income Statement 4
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $60M | $60M | $72M | $63M | $65M | $56M | $63M | $62M | $62M | $58M | $67M | $59M | $59M | $56M | $67M | $56M | |
| Pretax Income | $-529.0K | $2M | $8M | $4M | $7M | $-2M | $4M | $3M | $3M | $5M | $9M | $5M | $6M | $7M | $11M | $5M | |
| Income Tax | $-104.0K | $106.0K | $526.0K | $2M | $455.0K | $-164.0K | $95.0K | $247.0K | $-657.0K | $383.0K | $-2M | $2M | $-82.0K | $2M | $-2M | $1M | |
| Net Income | $-425.0K | $2M | $7M | $2M | $6M | $-2M | $4M | $3M | $4M | $5M | $11M | $3M | $6M | $5M | $14M | $3M |
Balance Sheet 12
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17M | $19M | $23M | $23M | $23M | $18M | $29M | $32M | $26M | $23M | $27M | $17M | $21M | $19M | $23M | $21M | |
| PP&E (Net) | $9M | $10M | $10M | $10M | $10M | $10M | $11M | $11M | $11M | $11M | $12M | $12M | $12M | $13M | $13M | $13M | |
| PP&E (Gross) | · | · | $19M | · | · | · | $19M | · | · | · | $22M | · | · | · | $23M | · | |
| Accum. Depreciation | · | · | $9M | · | · | · | $9M | · | · | · | $10M | · | · | · | $10M | · | |
| Total Assets | $1.75B | $1.74B | $1.75B | $1.74B | $1.71B | $1.70B | $1.69B | $1.74B | $1.66B | $1.67B | $1.67B | $1.56B | $1.62B | $1.64B | $1.59B | $1.54B | |
| Deferred Tax | $5M | $6M | $6M | $5M | $5M | $4M | $3M | $2M | $2M | $4M | $1M | $2M | $5M | $6M | $4M | $0 | |
| Total Liabilities | $1.52B | $1.50B | $1.52B | $1.52B | $1.48B | $1.48B | $1.47B | $1.53B | $1.47B | $1.47B | $1.50B | $1.41B | $1.48B | $1.48B | $1.46B | $1.56B | |
| Retained Earnings | $73M | $74M | $72M | $64M | $62M | $55M | $57M | $53M | $51M | $47M | $42M | $31M | $27M | $21M | $16M | $-56M | |
| Treasury Stock | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $23M | $23M | $22M | |
| AOCI | $-91M | $-87M | $-88M | $-89M | $-84M | $-87M | $-96M | $-95M | $-108M | $-100M | $-118M | $-127M | $-128M | $-115M | $-137M | · | |
| Stockholders' Equity | $235M | $239M | $235M | $226M | $229M | $218M | $210M | $208M | $191M | $195M | $172M | $153M | $147M | $154M | $128M | $-14M | |
| Liabilities + Equity | $1.75B | $1.74B | $1.75B | $1.74B | $1.71B | $1.70B | $1.69B | $1.74B | $1.66B | $1.67B | $1.67B | $1.56B | $1.62B | $1.64B | $1.59B | $1.54B |
Cash Flow 8
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $2M | $-323.0K | $9M | $5M | $3M | $748.0K | $11M | $10M | $5M | $7M | $7M | $3M | $5M | $7M | $17M | $17M | |
| CapEx | $35.0K | $326.0K | $104.0K | $60.0K | $176.0K | $107.0K | $102.0K | $372.0K | $131.0K | $58.0K | $150.0K | $208.0K | $11.0K | $73.0K | $24.0K | $25.0K | |
| Investing Cash Flow | $-3M | $-3M | $-9M | $-5M | $5M | $-11M | $-14M | $-3M | $-735.0K | $-9M | $4M | $-7M | $-885.0K | $-11M | $-15M | $-18M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Financing Cash Flow | $-603.0K | $-705.0K | $-733.0K | $307.0K | $-4M | $-231.0K | $-98.0K | $-545.0K | $-751.0K | $-1M | $-375.0K | $-815.0K | $-2M | $-377.0K | $-586.0K | $-593.0K | |
| Net Change in Cash | $-2M | $-4M | $-147.0K | $452.0K | $4M | $-11M | $-3M | $6M | $3M | $-4M | $10M | $-4M | $2M | $-4M | $2M | $-1M | |
| Free Cash Flow | · | $-649.0K | · | · | · | $641.0K | · | · | · | $7M | · | · | · | $7M | · | · |
Profitability 4
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -0.70% | 3.8% | · | 3.9% | 9.9% | -2.9% | · | 4.5% | 6.4% | 7.9% | · | 4.5% | 10.5% | 8.7% | · | -9.1% | |
| Pretax Margin | -0.88% | 4.0% | · | 7.1% | 10.6% | -3.2% | · | 4.9% | 5.3% | 8.5% | · | 7.8% | 10.3% | 12.0% | · | -8.5% | |
| ROA | -0.02% | 0.13% | · | 0.14% | 0.38% | -0.10% | · | 0.17% | 0.24% | 0.27% | · | 0.17% | 0.38% | 0.29% | · | -0.30% | |
| ROE | -0.18% | 0.99% | · | 1.1% | 3.1% | -0.79% | · | 1.6% | 2.3% | 2.6% | · | 3.9% | 5.5% | 2.8% | · | -4.1% |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valuation (TTM) 2
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $255M | $260M | · | $247M | $246M | $243M | · | $248M | $246M | $242M | · | $241M | $238M | $233M | · | $235M | |
| Net Income TTM | $12M | $18M | · | $11M | $11M | $9M | · | $22M | $22M | $24M | · | $27M | $28M | $24M | · | $50M |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Revenue | $256M | $245M | — | — | — |
| Net Income | $15M | $15M | — | — | — |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $18M | $31M | — | — | — |
Latest News Recent headlines mentioning this company
My Metrics Your personal watchlist — selected rows from Full Fundamentals
📊
Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Institutional owners (13F) 85 filers · $59.5M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 19 (+9 vs prior Q) | 3 (-1 vs prior Q) | 29 (+8 vs prior Q) | 14 (-4 vs prior Q) | +3.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| CONTINENTAL GENERAL INSURANCE CO | $15,199,049 | 2,647,918 | 25.53% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $11,394,755 | 1,985,149 | 19.14% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $5,439,534 | 947,391 | 9.14% | Shares |
| STATE STREET CORP | $3,832,632 | 667,706 | 6.44% | Shares |
| First Eagle Investment Management, LLC | $3,352,447 | 584,050 | 5.63% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2,942,944 | 512,708 | 4.94% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,765,079 | 307,505 | 2.96% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $1,749,586 | 304,806 | 2.94% | Shares |
| Empowered Funds, LLC | $1,473,900 | 256,777 | 2.48% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $1,461,037 | 254,536 | 2.45% | Shares |
| VANGUARD GROUP INC | $1,396,512 | 289,133 | 2.35% | Shares |
| UBS Group AG | $1,340,807 | 233,590 | 2.25% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $932,142 | 162,394 | 1.57% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $753,392 | 131,253 | 1.27% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $511,428 | 89,099 | 0.86% | Shares |
| GOLDMAN SACHS GROUP INC | $444,442 | 77,429 | 0.75% | Shares |
| CITADEL ADVISORS LLC | $410,410 | 71,500 | 0.69% | Put option |
| Squarepoint Ops LLC | $381,457 | 66,456 | 0.64% | Shares |
| HighTower Advisors, LLC | $358,750 | 62,500 | 0.60% | Shares |
| Nuveen, LLC | $351,196 | 61,184 | 0.59% | Shares |
| Bank of New York Mellon Corp | $318,329 | 55,458 | 0.53% | Shares |
| BARCLAYS PLC | $255,597 | 44,529 | 0.43% | Shares |
| DEUTSCHE BANK AG\ | $224,026 | 39,029 | 0.38% | Shares |
| RHUMBLINE ADVISERS | $209,044 | 36,420 | 0.35% | Shares |
| BANK OF AMERICA CORP /DE/ | $200,280 | 34,892 | 0.34% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $181,958 | 31,700 | 0.31% | Call option |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $156,702 | 27,300 | 0.26% | Put option |
| BlackRock, Inc. | $151,329 | 26,364 | 0.25% | Shares |
| Russell Investments Group, Ltd. | $150,037 | 26,139 | 0.25% | Shares |
| MetLife Investment Management, LLC | $147,065 | 25,621 | 0.25% | Shares |
| Metis Global Partners, LLC | $138,294 | 24,093 | 0.23% | Shares |
| Marietta Wealth Management, LLC | $136,578 | 23,794 | 0.23% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $121,527 | 21,172 | 0.20% | Shares |
| JPMORGAN CHASE & CO | $117,791 | 19,060 | 0.20% | Shares |
| CITIGROUP INC | $106,408 | 18,538 | 0.18% | Shares |
| OCCUDO QUANTITATIVE STRATEGIES LP | $103,079 | 17,958 | 0.17% | Shares |
| FRANKLIN RESOURCES INC | $100,335 | 17,480 | 0.17% | Shares |
| Invesco Ltd. | $98,401 | 17,143 | 0.17% | Shares |
| Police & Firemen's Retirement System of New Jersey | $98,016 | 17,076 | 0.16% | Shares |
| LPL Financial LLC | $94,067 | 16,388 | 0.16% | Shares |
| Vanguard Global Advisers, LLC | $89,647 | 15,618 | 0.15% | Shares |
| Brandywine Global Investment Management, LLC | $84,428 | 17,480 | 0.14% | Shares |
| AMERICAN CENTURY COMPANIES INC | $78,810 | 13,730 | 0.13% | Shares |
| ALLIANCEBERNSTEIN L.P. | $64,384 | 12,800 | 0.11% | Shares |
| CITADEL ADVISORS LLC | $63,714 | 11,100 | 0.11% | Call option |
| INTECH INVESTMENT MANAGEMENT LLC | $63,502 | 11,063 | 0.11% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $63,479 | 11,059 | 0.11% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $60,391 | 10,521 | 0.10% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $59,914 | 10,438 | 0.10% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $56,826 | 9,900 | 0.10% | Shares |
| NORTHERN TRUST CORP | $41,334 | 7,201 | 0.07% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $37,379 | 6,512 | 0.06% | Shares |
| Tower Research Capital LLC (TRC) | $36,415 | 6,344 | 0.06% | Shares |
| Ameritas Investment Partners, Inc. | $26,502 | 4,617 | 0.04% | Shares |
| Legal & General Group Plc | $23,500 | 4,094 | 0.04% | Shares |
| MORGAN STANLEY | $21,571 | 3,758 | 0.04% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12,308 | 2,447 | 0.02% | Shares |
| Activest Wealth Management | $11,090 | 1,932 | 0.02% | Shares |
| ROYAL BANK OF CANADA | $8,000 | 1,389 | 0.01% | Shares |
| WELLS FARGO & COMPANY/MN | $5,464 | 952 | 0.01% | Shares |
| Sterling Capital Management LLC | $5,321 | 927 | 0.01% | Shares |
| FMR LLC | $3,214 | 560 | 0.01% | Shares |
| Farther Finance Advisors, LLC | $2,399 | 418 | 0.00% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $2,072 | 361 | 0.00% | Shares |
| OSAIC HOLDINGS, INC. | $1,687 | 294 | 0.00% | Shares |
| CWM, LLC | $1,308 | 260 | 0.00% | Shares |
| Rockefeller Capital Management L.P. | $913 | 159 | 0.00% | Shares |
| UMB Bank, n.a. | $895 | 156 | 0.00% | Shares |
| Financial Management Professionals, Inc. | $821 | 143 | 0.00% | Shares |
| Arax Advisory Partners | $665 | 116 | 0.00% | Shares |
| Merit Financial Group, LLC | $654 | 114 | 0.00% | Shares |
| PNC Financial Services Group, Inc. | $597 | 104 | 0.00% | Shares |
| PRICE T ROWE ASSOCIATES INC /MD/ | $520 | 90,568 | 0.00% | Shares |
| GSA CAPITAL PARTNERS LLP | $186 | 32,479 | 0.00% | Shares |
| Essential Partners LLC | $98 | 17 | 0.00% | Shares |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $87 | 15,165 | 0.00% | Shares |
| IFP Advisors, Inc | $75 | 13 | 0.00% | Shares |
| EverSource Wealth Advisors, LLC | $52 | 9 | 0.00% | Shares |
| Integrated Wealth Concepts LLC | $51 | 9 | 0.00% | Shares |
| Allworth Financial LP | $46 | 8 | 0.00% | Shares |
| Clearstead Advisors, LLC | $35 | 6 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $29 | 5 | 0.00% | Shares |
| ROTHSCHILD INVESTMENT LLC | $6 | 1 | 0.00% | Shares |
| Sunbelt Securities, Inc. | $5 | 1 | 0.00% | Shares |
| Covestor Ltd | $0 | 14 | 0.00% | Shares |
Company insiders 43 insiders · 20 officers · 21 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Geoffrey Martin Kolander | CEO | Aug. 5, 2020 M | 311,226 | 0 | 0 | $0 |
| Rick D Riley | Chairman & CEO | April 13, 2016 P | 535,864 | 0 | 0 | $0 |
| Jeffery P. Conklin | CFO & Treasurer | March 31, 2025 A | 169,467 | 0 | 0 | $0 |
| Kay E Osbourn | Chief Financial Officer | April 2, 2019 L | 9,135 | 0 | 0 | $0 |
| Thomas Frank Kopetic | VP, CFO & Treasurer | Sept. 29, 2008 S | 0 | 0 | 0 | $0 |
| OLIVER MARK A | President | Feb. 6, 2007 L | 22,160 | 0 | 0 | $0 |
| Terry B Festervand | VP, COO | Feb. 15, 2018 A | — | 0 | 0 | $0 |
| Paula L Guerrero | Chief Information Officer | Aug. 15, 2026 M | 20,204 | 0 | 0 | $0 |
| Bryon Matthew Lewis | Chief Operations Officer | Aug. 15, 2026 M | 12,767 | 0 | 0 | $0 |
| Harvey J. Waite | Chief Actuary | Dec. 26, 2025 L | 84,032 | 0 | 0 | $0 |
| Sheryl L Kinlaw | Chief Legal Officer | May 28, 2025 P | 69,289 | 0 | 0 | $0 |
| Robert M Mauldin III | VP, Chief Marketing Officer | March 31, 2025 M | 145,073 | 0 | 0 | $0 |
| James A. Eliasberg | Former VP, Chief Legal Officer | May 7, 2021 M | 46,939 | 0 | 0 | $0 |
| Chad M Mellon | VP, Chief Info. & Ser. Officer | Jan. 31, 2021 M | 326 | 0 | 0 | $0 |
| Amanda L Crews | Vice President, Operations | Aug. 5, 2019 L | 127 | 0 | 0 | $0 |
| Gregory S. Broer | Vice President, Chief Actuary | Feb. 15, 2018 A | — | 0 | 0 | $0 |
| David S Jorgensen | General Manager of Subsidiary | Nov. 2, 2017 P | 2,900 | 0 | 0 | $0 |
| Cheri D. Duncan | Corporate Secretary | Sept. 8, 2016 S | 0 | 0 | 0 | $0 |
| Randall H. Riley | VP, International Division | Sept. 25, 2015 S | 101,992 | 0 | 0 | $0 |
| Joshua G Arnold | Asst. VP/Investment Officer | Sept. 19, 2008 S | 0 | 0 | 0 | $0 |
| Sean Samuel Mclaughlin | Director | June 17, 2026 A | — | 0 | 0 | $0 |
| HARWOOD MICHAEL PHILIP | Director | June 17, 2026 A | 463 | 0 | 0 | $0 |
| Mary Taylor | Director | June 17, 2026 A | 60,831 | 0 | 0 | $0 |
| Cynthia H Davis | Director | June 17, 2026 A | 58,252 | 0 | 0 | $0 |
| Christopher W Claus | Director | June 17, 2026 A | 84,405 | 0 | 0 | $0 |
| Peter M Carlson | Director | June 17, 2026 A | 12,012 | 0 | 0 | $0 |
| Jerry Dodd Davis Jr. | Director | Jan. 30, 2026 L | 74,985 | 0 | 0 | $0 |
| James Keith Morgan | Director | June 18, 2025 M | 94,182 | 0 | 0 | $0 |
| Terry Sam Maness | Director | June 18, 2025 M | 48,164 | 0 | 0 | $0 |
| Gerald Shields | Director | March 31, 2025 M | 303,943 | 0 | 0 | $0 |
| Frank A Keating | Director | June 6, 2024 M | 42,130 | 0 | 0 | $0 |
| Robert B Sloan JR | Director | June 7, 2023 M | 62,542 | 0 | 0 | $0 |
| Errol Dean Gage | Director | June 2, 2022 M | 8,393 | 0 | 0 | $0 |
| Grant Garland Teaff | Director | Feb. 15, 2019 M | 21,668 | 0 | 0 | $0 |
| Steven F Shelton | Director | Feb. 15, 2018 A | — | 0 | 0 | $0 |
| Dottie S. Riley | Director | Jan. 13, 2017 G | 419,936 | 0 | 0 | $0 |
| Harold E Riley | Director | Jan. 13, 2017 G | 419,936 | 0 | 0 | $0 |
| Richard C Scott | Director | May 12, 2010 S | 2 | 0 | 0 | $0 |
| Seth Alan Hoxworth | — | Aug. 11, 2026 P | 11,194 | 1 | 0 | $20,590 |
| Jon Stenberg | — | Aug. 11, 2026 P | 389,574 | 2 | 0 | $243,300 |
| Constance K Weaver | — | June 1, 2021 M | 4,591 | 0 | 0 | $0 |
| Ray A Riley | — | Jan. 3, 2012 S | 151,798 | 0 | 0 | $0 |
| Larry E Carson | — | Nov. 15, 2011 S | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 7 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Galindo, Arias & Lopez S.S. or, Gala Trust and Management Services, Inc., formerly known as Gala Management Services, Inc. S.S. or, GAMASE Insureds Trust S.S. or, Regal Trust (BVI) Ltd. S.S. or, CICA Policyholders Trust S.S. or ×6 filings | Dec. 24, 2008 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 5, 2008 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Nov. 13, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Aug. 23, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | June 14, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 20, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Dec. 13, 2006 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 37 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| ISVL · iShares Trust | 0.15% | 196,788 SH | Aug. 8, 2026 | Daily |
| PICK · iShares, Inc. | 0.06% | 569,255 SH | Aug. 8, 2026 | Daily |
| PDN · Invesco Exchange-Traded Fund Trust … | 0.06% | 84,324 SH | Aug. 8, 2026 | Daily |
| IWC · iShares Trust | 0.05% | 156,897 SH | Aug. 8, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.03% | 1,569,736 SH | Aug. 8, 2026 | Daily |
| SCZ · iShares Trust | 0.03% | 1,500,076 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.02% | 44,788 NS | May 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 40,083 SH | Aug. 8, 2026 | Daily |
| ISCF · iShares Trust | 0.02% | 53,274 SH | Aug. 8, 2026 | Daily |
| IWN · iShares Trust | 0.01% | 464,307 SH | Aug. 8, 2026 | Daily |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 431,649 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 264,636 SH | Aug. 8, 2026 | Daily |
| IPAC · iShares Trust | 0.01% | 109,126 SH | Aug. 8, 2026 | Daily |
| WSML · iShares Trust | 0.01% | 23,099 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.01% | 19,589 NS | April 30, 2026 | N-PORT |
| IWM · iShares Trust | 0.01% | 1,233,004 SH | Aug. 8, 2026 | Daily |
| ITWO · ProShares Trust | 0.01% | 2,130 NS | May 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.01% | 4,052 SH | Aug. 8, 2026 | Daily |
| IDEV · iShares Trust | 0.01% | 648,847 SH | Aug. 8, 2026 | Daily |
| IEFA · iShares Trust | 0.00% | 2,918,514 SH | Aug. 8, 2026 | Daily |
| UWM · ProShares Trust | 0.00% | 1,664 NS | May 31, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.00% | 13,730 NS | May 31, 2026 | N-PORT |
| URTY · ProShares Trust | 0.00% | 1,684 NS | May 31, 2026 | N-PORT |
| IXUS · iShares Trust | 0.00% | 561,816 SH | Aug. 8, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.00% | 48,245 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.00% | 40,091 NS | April 30, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 42 NS | May 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 4,015 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 520,022 SH | Aug. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,418,858 SH | Aug. 8, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 6,000,164 SH | Aug. 8, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 335,486 SH | Aug. 8, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.00% | 4,082,714 SH | Aug. 8, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,786 SH | Aug. 8, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.00% | 24 NS | April 30, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 24 NS | April 30, 2026 | N-PORT |
| VSGX · VANGUARD WORLD FUND | 0.00% | 87,836 SH | Aug. 8, 2026 | Daily |