New Positions
14 managers initiated
Top five by reported value
- Legato Capital Management LLC$647.4K
- Emergent Wealth Advisors, LLC$353.3K
- LPL Financial LLC$309.1K
- MARTINGALE ASSET MANAGEMENT L P$294.9K
- AMERICAN CENTURY COMPANIES INC$217.7K
Citizens Inc NEW YORK STOCK EXCHANGE, INC.:CIA
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
14 new37 added41 reduced10 exited
Total Institutional Holders
92
as of 2025-12-31
Top Holder
BlackRock, Inc.
$24.0M
Largest QoQ Increase
VANGUARD GROUP INC
+61,890 sh
Largest QoQ Decrease
IFS Group,LLC
-82,984 sh
New Positions(14)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 32,096 | +32,096 | $647.4K | +$647.4K | — |
| Emergent Wealth Advisors, LLC | 15,750 | +15,750 | $353.3K | +$353.3K | — |
| LPL Financial LLC | 15,324 | +15,324 | $309.1K | +$309.1K | — |
| MARTINGALE ASSET MANAGEMENT L P | 14,619 | +14,619 | $294.9K | +$294.9K | — |
| AMERICAN CENTURY COMPANIES INC | 10,793 | +10,793 | $217.7K | +$217.7K | — |
| Innova Wealth Partners | 10,067 | +10,067 | $203.1K | +$203.1K | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 5,400 | +5,400 | $108.9K | +$108.9K | — |
| MAI Capital Management | 3,523 | +3,523 | $71.1K | +$71.1K | — |
| IFP Advisors, Inc | 434 | +434 | $8.7K | +$8.7K | — |
| UBS ASSET MANAGEMENT AMERICAS INC | 163 | +163 | $3.3K | +$3.3K | — |
| Allworth Financial LP | 103 | +103 | $2.1K | +$2.1K | — |
| Farther Finance Advisors, LLC | 31 | +31 | $625 | +$625 | — |
| Kilter Group LLC | 7 | +7 | $142 | +$142 | — |
| State of Alaska, Department of Revenue | 956 | +956 | $19 | +$19 | — |
Added To(37)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 884,949 | +61,890 | $17.8M | +$1.5M | 7.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 416,153 | +50,343 | $8.4M | +$1.1M | 13.8% |
| Bank of New York Mellon Corp | 114,788 | +53,399 | $2.3M | +$1.1M | 87.0% |
| ALLIANCEBERNSTEIN L.P. | 62,777 | +46,315 | $1.3M | +$940.1K | 281.3% |
| CITIZENS & NORTHERN CORP | 361,412 | +40,323 | $7.3M | +$928.9K | 12.6% |
| DIMENSIONAL FUND ADVISORS LP | 604,257 | +18,510 | $12.2M | +$584.6K | 3.2% |
| BlackRock, Inc. | 1,191,528 | +2,329 | $24.0M | +$475.1K | 0.2% |
| CITADEL ADVISORS LLC | 35,097 | +20,916 | $707.9K | +$427.0K | 147.5% |
| GOLDMAN SACHS GROUP INC | 42,179 | +14,627 | $850.8K | +$304.9K | 53.1% |
| STATE STREET CORP | 322,819 | +4,806 | $6.5M | +$211.4K | 1.5% |
| AQR CAPITAL MANAGEMENT LLC | 48,147 | +6,970 | $971.1K | +$155.4K | 16.9% |
| Quantinno Capital Management LP | 21,935 | +6,703 | $442.4K | +$140.7K | 44.0% |
| BANK OF AMERICA CORP /DE/ | 18,036 | +6,401 | $363.8K | +$133.3K | 55.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 49,949 | +5,517 | $1.0M | +$127.3K | 12.4% |
| WELLS FARGO & COMPANY/MN | 20,632 | +4,896 | $416.2K | +$104.4K | 31.1% |
| NORTHERN TRUST CORP | 128,361 | +2,257 | $2.6M | +$90.9K | 1.8% |
| RENAISSANCE TECHNOLOGIES LLC | 52,855 | +3,514 | $1.1M | +$88.6K | 7.1% |
| Invesco Ltd. | 15,192 | +3,916 | $306.4K | +$83.0K | 34.7% |
| DEUTSCHE BANK AG\ | 9,797 | +3,404 | $197.6K | +$71.0K | 53.2% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 31,933 | +1,605 | $644.1K | +$43.3K | 5.3% |
| Empowered Funds, LLC | 16,433 | +1,605 | $331.5K | +$37.7K | 10.8% |
| MetLife Investment Management, LLC | 9,156 | +1,457 | $184.7K | +$32.2K | 18.9% |
| ADVISOR GROUP HOLDINGS, INC. | 11,436 | +933 | $230.7K | +$23.2K | 8.9% |
| JANE STREET GROUP, LLC | 25,127 | +673 | $506.8K | +$22.4K | 2.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,988 | +954 | $161.1K | +$21.8K | 13.6% |
| Cetera Investment Advisers | 45,261 | +95 | $912.9K | +$18.2K | 0.2% |
| Squarepoint Ops LLC | 34,713 | +208 | $700.2K | +$16.6K | 0.6% |
| BNP PARIBAS ARBITRAGE, SNC | 4,136 | +532 | $83.4K | +$12.0K | 14.8% |
| CITIGROUP INC | 1,861 | +484 | $37.5K | +$10.3K | 35.1% |
| FRANKLIN RESOURCES INC | 11,228 | +192 | $226.5K | +$7.8K | 1.7% |
| Rockefeller Capital Management L.P. | 3,530 | +19 | $71.2K | +$1.6K | 0.5% |
| GAMMA Investing LLC | 185 | +67 | $3.7K | +$1.4K | 56.8% |
| ROTHSCHILD INVESTMENT LLC | 21 | +9 | $424 | +$186 | 75.0% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 1,798 | +749 | $36 | +$15 | 71.4% |
| CWM, LLC | 3,766 | +192 | $76 | +$5 | 5.4% |
| Covestor Ltd | 2 | +1 | $0 | $0 | 100.0% |
| AMALGAMATED BANK | 542 | +10 | $11 | $0 | 1.9% |
Reduced(41)
Sold Out(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Focus Partners Wealth | 0 | -5,873 | $0 | -$3.4M | — |
| IFS Group,LLC | 0 | -82,984 | $0 | -$1.6M | — |
| STIFEL FINANCIAL CORP | 0 | -48,676 | $0 | -$964.3K | — |
| MARSHALL WACE, LLP | 0 | -38,863 | $0 | -$769.9K | — |
| MILLENNIUM MANAGEMENT LLC | 0 | -22,320 | $0 | -$442.2K | — |
| ALEXANDER LABRUNERIE & CO., INC. | 0 | -10,308 | $0 | -$204.2K | — |
| BRYN MAWR TRUST Co | 0 | -1,900 | $0 | -$37.6K | — |
| Strategic Wealth Partners, Ltd. | 0 | -820 | $0 | -$16.2K | — |
| ESL Trust Services, LLC | 0 | -300 | $0 | -$5.9K | — |
| SIMPLEX TRADING, LLC | 0 | -107 | $0 | -$2 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| BlackRock, Inc. | 1,191,528 | $24.0M | +2,329 | 0.2% |
| VANGUARD GROUP INC | 884,949 | $17.8M | +61,890 | 7.5% |
| DIMENSIONAL FUND ADVISORS LP | 604,257 | $12.2M | +18,510 | 3.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 416,153 | $8.4M | +50,343 | 13.8% |
| CITIZENS & NORTHERN CORP | 361,412 | $7.3M | +40,323 | 12.6% |
| STATE STREET CORP | 322,819 | $6.5M | +4,806 | 1.5% |
| NORTHERN TRUST CORP | 128,361 | $2.6M | +2,257 | 1.8% |
| Bank of New York Mellon Corp | 114,788 | $2.3M | +53,399 | 87.0% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 100,726 | $2.0M | -1,663 | -1.6% |
| PNC Financial Services Group, Inc. | 73,474 | $1.5M | -50 | -0.1% |
| Stone House Investment Management, LLC | 63,716 | $1.3M | -12,879 | -16.8% |
| ALLIANCEBERNSTEIN L.P. | 62,777 | $1.3M | +46,315 | 281.3% |
| LOGAN CAPITAL MANAGEMENT INC | 60,260 | $1.2M | 0 | 0.0% |
| IVC Wealth Advisors LLC | 58,189 | $1.2M | -3,775 | -6.1% |
| RENAISSANCE TECHNOLOGIES LLC | 52,855 | $1.1M | +3,514 | 7.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 49,949 | $1.0M | +5,517 | 12.4% |
| AQR CAPITAL MANAGEMENT LLC | 48,147 | $971.1K | +6,970 | 16.9% |
| Cetera Investment Advisers | 45,261 | $912.9K | +95 | 0.2% |
| Hudock, Inc. | 43,741 | $882.3K | -635 | -1.4% |
| Minerva Advisors LLC | 42,900 | $865.3K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
10 managers exited
Top five by prior-quarter value
- Focus Partners Wealth$3.4M
- IFS Group,LLC$1.6M
- STIFEL FINANCIAL CORP$964.3K
- MARSHALL WACE, LLP$769.9K
- MILLENNIUM MANAGEMENT LLC$442.2K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for CIA against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.