Filing Research | CNO - CNO FINL GROUP INC Institutional Holdings

Snapshot holdings

50 / 69 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	795.2KSH	$40.5M
2	CONGRESS ASSET MANAGEMENT CO	Shares	178.5KSH	$9.1M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	101.6KSH	$5.2M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	32.1KSH	$1.7M
5	Police & Firemen's Retirement System of New Jersey	Shares	27.7KSH	$1.4M
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.6KSH	$1.4M
7	Louisiana State Employees Retirement System	Shares	27.3KSH	$1.4M
8	EASTERLY INVESTMENT PARTNERS LLC	Shares	27.2KSH	$1.4M
9	Legacy Advisors, LLC	Shares	24.5KSH	$1.2M
10	QRG CAPITAL MANAGEMENT, INC.	Shares	22.4KSH	$1.1M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	22.3KSH	$1.1M
12	Everhart Financial Group, Inc.	Shares	21.8KSH	$1.1M
13	Uncommon Cents Investing LLC	Shares	21.1KSH	$1.1M
14	First Financial Bank - Trust Division	Shares	20.3KSH	$1.0M
15	Sequoia Financial Advisors, LLC	Shares	18.7KSH	$953.3K
16	Y-Intercept (Hong Kong) Ltd	Shares	15.7KSH	$802.3K
17	Diversified Trust Co	Shares	14.3KSH	$727.1K
18	Merit Financial Group, LLC	Shares	12.9KSH	$657.0K
19	GREENLEAF TRUST	Shares	8.7KSH	$441.2K
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.2KSH	$417.0K
21	Crossmark Global Holdings, Inc.	Shares	7.5KSH	$381.6K
22	SECURIAN ASSET MANAGEMENT, INC	Shares	6.8KSH	$367.0K
23	Clark Asset Management, LLC	Shares	5.7KSH	$289.5K
24	Sivia Capital Partners, LLC	Shares	5.1KSH	$260.0K
25	Composition Wealth, LLC	Shares	4.6KSH	$235.7K
26	GAMMA Investing LLC	Shares	4.5KSH	$227.3K
27	Fifth Third Wealth Advisors LLC	Shares	4.3KSH	$221.7K
28	Blue Trust, Inc.	Shares	3.3KSH	$170.3K
29	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.9KSH	$148.8K
30	SIGNATUREFD, LLC	Shares	2.6KSH	$131.7K
31	FIRST HORIZON CORP	Shares	1.2KSH	$61.1K
32	Versant Capital Management, Inc	Shares	1.1KSH	$57.7K
33	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$53.8K
34	IFP Advisors, Inc	Shares	713SH	$36.3K
35	MassMutual Private Wealth & Trust, FSB	Shares	662SH	$33.7K
36	Farther Finance Advisors, LLC	Shares	554SH	$28.4K
37	LRI Investments, LLC	Shares	552SH	$28.1K
38	Ares Financial Consulting, LLC	Shares	472SH	$24.1K
39	Physician Wealth Advisors, Inc.	Shares	312SH	$15.9K
40	SJS Investment Consulting Inc.	Shares	190SH	$9.7K
41	Fortitude Family Office, LLC	Shares	188SH	$9.6K
42	Valued Wealth Advisors LLC	Shares	181SH	$9.2K
43	Grove Bank & Trust	Shares	173SH	$8.8K
44	Moisand Fitzgerald Tamayo, LLC	Shares	160SH	$8.2K
45	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	110.5KSH	$5.6K
46	JFS WEALTH ADVISORS, LLC	Shares	93SH	$4.7K
47	FARMERS & MERCHANTS INVESTMENTS INC	Shares	83SH	$4.2K
48	Activest Wealth Management	Shares	60SH	$3.1K
49	Sachetta, LLC	Shares	58SH	$3.0K
50	True Wealth Design, LLC	Shares	52SH	$2.7K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 70 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+717.7K	+$37.4M	$40.5M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+1.9K	+$1.8M	$9.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.4K	+$979.6K	$1.7M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+15.7K	+$802.3K	$802.3K
5	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-8.9K	+$642.6K	$5.2M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+3.1K	+$400.4K	$1.4M
7	Merit Financial Group, LLC added	Shares	+5.5K	+$351.7K	$657.0K
8	First Financial Bank - Trust Division added	Shares	+3.6K	+$348.5K	$1.0M
9	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.4K	+$322.4K	$1.1M
10	Louisiana State Employees Retirement System trimmed	Shares	-100	+$266.7K	$1.4M
11	Sivia Capital Partners, LLC new	Shares	+5.1K	+$260.0K	$260.0K
12	Composition Wealth, LLC new	Shares	+4.6K	+$235.7K	$235.7K
13	Fifth Third Wealth Advisors LLC new	Shares	+4.3K	+$221.7K	$221.7K
14	Uncommon Cents Investing LLC trimmed	Shares	-160	+$203.0K	$1.1M
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.1K	+$189.6K	$1.4M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.3K	+$167.1K	$1.1M
17	Legacy Advisors, LLC trimmed	Shares	-1.9K	+$165.6K	$1.2M
18	Everhart Financial Group, Inc. trimmed	Shares	-1.6K	+$149.5K	$1.1M
19	Sequoia Financial Advisors, LLC trimmed	Shares	-1.1K	+$141.1K	$953.3K
20	Diversified Trust Co trimmed	Shares	-55	+$139.2K	$727.1K
21	GREENLEAF TRUST trimmed	Shares	-18	+$85.1K	$441.2K
22	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-100	+$81.7K	$367.0K
23	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-11	+$80.7K	$417.0K
24	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$74.3K	$381.6K
25	Clark Asset Management, LLC unchanged	Shares	0	+$56.3K	$289.5K
26	GAMMA Investing LLC added	Shares	+177	+$51.5K	$227.3K
27	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+456	+$47.7K	$148.8K
28	Blue Trust, Inc. trimmed	Shares	-29	+$32.0K	$170.3K
29	Versant Capital Management, Inc added	Shares	+474	+$30.7K	$57.7K
30	SIGNATUREFD, LLC unchanged	Shares	0	+$25.6K	$131.7K
31	FIRST HORIZON CORP added	Shares	+85	+$15.4K	$61.1K
32	IFP Advisors, Inc added	Shares	+198	+$15.2K	$36.3K
33	Valued Wealth Advisors LLC new	Shares	+181	+$9.2K	$9.2K
34	SJS Investment Consulting Inc. added	Shares	+175	+$9.1K	$9.7K
35	Physician Wealth Advisors, Inc. added	Shares	+92	+$6.9K	$15.9K
36	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$6.6K	$33.7K
37	LRI Investments, LLC unchanged	Shares	0	+$5.5K	$28.1K
38	Ares Financial Consulting, LLC unchanged	Shares	0	+$4.7K	$24.1K
39	Activest Wealth Management new	Shares	+60	+$3.1K	$3.1K
40	True Wealth Design, LLC new	Shares	+52	+$2.7K	$2.7K
41	Wealth Enhancement Trust Services, Inc. new	Shares	+51	+$2.6K	$2.6K
42	Fortitude Family Office, LLC unchanged	Shares	0	+$1.9K	$9.6K
43	Grove Bank & Trust unchanged	Shares	0	+$1.7K	$8.8K
44	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$1.6K	$8.2K
45	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+921	+$1.1K	$5.6K
46	Retirement Wealth Solutions LLC added	Shares	+18	+$1.1K	$1.9K
47	Mosley Wealth Management new	Shares	+20	+$1.0K	$1.0K
48	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$923	$4.7K
49	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-2	+$741	$4.2K
50	Sachetta, LLC unchanged	Shares	0	+$575	$3.0K

Scroll to load more