Fund shareholders of Citizens Inc/TX
ISIN US1747401008 · United States · LEI 549300Z39SMLUE3VF522
- Fund shareholders
- 92
- Of which ETFs
- 15 77 other funds
- Value held
- 37.3M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,418,858 | 8.1M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,258,540 | 7.2M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 515,996 | 2.4M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 507,885 | 2.9M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 498,684 | 2.4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 468,948 | 2.7M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 236,644 | 1.2M $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 232,556 | 1.2M $ | 0.01 % | as of May 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 169,500 | 972.9K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 154,188 | 885K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 106,647 | 504.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 84,504 | 399.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 81,619 | 423.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 80,331 | 461.1K $ | 0.31 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 78,346 | 449.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 69,477 | 360.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 64,245 | 368.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 59,745 | 342.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 58,663 | 277.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 48,245 | 228.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 44,788 | 232.4K $ | 0.02 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 40,091 | 189.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 36,620 | 190.1K $ | 0.01 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 33,000 | 189.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 26,397 | 151.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 24,606 | 116.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 22,709 | 130.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 22,394 | 128.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 21,971 | 103.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 19,872 | 114.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,162 | 90.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 18,387 | 95.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 16,800 | 96.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 16,530 | 94.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 14,321 | 82.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 13,978 | 80.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 13,730 | 71.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 13,147 | 75.5K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,883 | 60.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 12,571 | 72.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 11,809 | 55.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 11,796 | 67.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 10,309 | 59.2K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 10,151 | 58.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 8,674 | 45K $ | 0.02 % | as of May 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 8,587 | 49.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 8,300 | 47.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 7,752 | 44.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 7,440 | 42.7K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 7,439 | 42.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,201 | 41.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,165 | 41.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 6,126 | 35.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,855 | 33.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 5,166 | 24.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,141 | 24.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,617 | 26.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,500 | 25.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,300 | 22.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 4,205 | 24.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,015 | 19K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,927 | 18.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,894 | 22.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,745 | 21.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,705 | 21.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 3,458 | 16.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,786 | 14.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,590 | 14.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,521 | 14.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 2,396 | 13.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,176 | 12.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,130 | 11.1K $ | 0.01 % | as of May 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,851 | 10.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,684 | 8.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,664 | 8.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,628 | 8.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,600 | 9.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,539 | 8.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,074 | 6.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 592 | 2.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 254 | 1.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 247 | 1.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 189 | 1.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 123 | 706 $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 114 | 654.4 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 68 | 390.3 $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 42 | 218 $ | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 39 | 184.5 $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 24 | 113.5 $ | as of Jul 31, 2026 ↗ | |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 24 | 113.5 $ | as of Jul 31, 2026 ↗ | |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 13 | 74.6 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 13 | 67.5 $ | 0.01 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.31 % | as of Jun 30, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 0.08 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.06 % | as of Jun 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 0.04 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 0.03 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.03 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 0.02 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 0.02 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 92 | 0 | 6,834,236 | +5.5 % |
| 2026Q2 | 92 | +1 | 6,476,544 | +0.1 % |
| 2026Q1 | 91 | 0 | 6,469,844 | +2.0 % |
| 2025Q4 | 91 | +18 | 6,345,758 | +6.1 % |
| 2025Q3 | 73 | +43 | 5,978,404 | +65.0 % |
| 2025Q2 | 30 | +1 | 3,622,487 | -0.9 % |
| 2025Q1 | 29 | 0 | 3,655,591 | +1.2 % |
| 2024Q4 | 29 | +1 | 3,612,998 | +1.0 % |
| 2024Q3 | 28 | -3 | 3,577,342 | -2.2 % |
| 2024Q2 | 31 | -3 | 3,655,971 | +0.8 % |
| 2024Q1 | 34 | +1 | 3,625,338 | +3.3 % |
| 2023Q4 | 33 | 3,511,198 |
Institutional managers
69 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,267,299 | 16.4M $ | as of Mar 31, 2026 |
| CONTINENTAL GENERAL INSURANCE CO | 2,551,649 | 12.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,052,223 | 5.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 668,458 | 3.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 646,373 | 3.3M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 582,750 | 2.9M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 494,418 | 2.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 344,479 | 1.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 266,366 | 1.3M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 238,487 | 1.2M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 172,494 | 867.6K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 141,021 | 709.3K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 133,976 | 673.9K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 124,416 | 625.8K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 113,136 | 569.1K $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 89,099 | 448.2K $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 75,913 | 381.8K $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 71,946 | 362 $ | as of Mar 31, 2026 |
| Nuveen, LLC | 61,184 | 307.8K $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 53,156 | 267.4K $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 47,143 | 237.1K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 42,405 | 213.3K $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 32,493 | 163.4K $ | as of Mar 31, 2026 |
| Invesco Ltd. | 31,434 | 158.1K $ | as of Mar 31, 2026 |
| Metis Global Partners, LLC | 24,093 | 121.2K $ | as of Mar 31, 2026 |
Declared shareholders of Citizens Inc/TX
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 7.10 % | 3,575,866 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Citizens Inc/TX". https://titelia.com/en/stocks/citizens-inc-tx-US1747401008