As of the latest SEC filings, CITIZENS, INC. (CIA) is held by 102 institutional funds. The largest fund shareholder is Avantis International Small Cap Value ETF (AVDV), holding an estimated $38,932,889.16 in market value, representing 0.21% of its portfolio.
Funds holding CITIZENS, INC. (CIA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CIA
- CIK:
- 0000024090
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVDV
Avantis International Small Cap Value ETF
|
ETF | American Century | 0.21% | $38,932,889.16 | 10,205,727 | Feb 28, 2026 | Apr 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $7,136,855.74 | 1,418,858 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $5,715,845.53 | 1,136,351 | Mar 31, 2026 | May 28, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.12% | $2,776,194.00 | 514,110 | Apr 30, 2026 | Jun 25, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,487,294.76 | 494,492 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,414,901.60 | 447,204 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,019,786.44 | 401,548 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,285,591.48 | 237,194 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,219,039.30 | 224,915 | Feb 28, 2026 | Apr 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.06% | $1,199,589.61 | 238,487 | Mar 31, 2026 | Jun 1, 2026 |
|
AVDVX
Avantis International Small Cap Value Fund
|
MF | American Century | 0.18% | $1,190,357.43 | 312,036 | Feb 28, 2026 | Apr 29, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.07% | $852,585.00 | 169,500 | Mar 31, 2026 | May 21, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $573,661.44 | 114,048 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $538,974.00 | 99,810 | Apr 30, 2026 | Jun 25, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.00% | $506,701.87 | 132,825 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $456,321.60 | 84,504 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $442,374.98 | 81,619 | Feb 28, 2026 | Apr 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.33% | $404,064.93 | 80,331 | Mar 31, 2026 | May 21, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $394,080.38 | 78,346 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $353,888.06 | 65,293 | Feb 28, 2026 | Apr 24, 2026 |
|
BCSKX
BlackRock Commodity Strategies Fund
|
MF | BlackRock / iShares | 0.03% | $325,334.73 | 85,282 | Feb 27, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.01% | $316,780.20 | 58,663 | Apr 30, 2026 | Jun 24, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.02% | $282,736.30 | 56,210 | Mar 31, 2026 | May 26, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $260,523.00 | 48,245 | Apr 30, 2026 | Jun 29, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.01% | $242,783.01 | 48,267 | Mar 31, 2026 | May 26, 2026 |
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