Public record / Tickers / CNO

CNO — CNO Financial Group, Inc.

Both disclosure regimes on one name: who in Congress filed about CNO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming CNO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
296
top-296 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $15.0K–$50.0K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every CNO row by the provable lower bound, never a point estimate.

No member disclosed CNO in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CNO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CNO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in CNO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed CNO in the trailing 12 months.

Congress ↔ notable managers · CNO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $1.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Cno Financial Group Inc - US

Merged timeline of congressional filings and notable-manager moves on CNO
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Ftrim−20,775 sh
2026-05-15Bridgewater Associates 13Ftrim−78,732 sh
2026-05-14Caxton Associates 13Fadd+1,362 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CNO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$536M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$277M1
3VANGUARD CAPITAL MANAGEMENT LLC$169M1
4STATE STREET CORP$165M1
5FRANKLIN RESOURCES INC$161M1
6FULLER & THALER ASSET MANAGEMENT, INC.$154M1
7AMERICAN CENTURY COMPANIES INC$147M1
8DIMENSIONAL FUND ADVISORS LP$139M1
9PZENA INVESTMENT MANAGEMENT LLC$101M1
10NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$77.6M1
11MORGAN STANLEY$71.0M1
12AQR CAPITAL MANAGEMENT LLC$62.0M1
13PRINCIPAL FINANCIAL GROUP INC$61.3M1
14NORTHERN TRUST CORP$61.2M1
15Allspring Global Investments Holdings, LLC$46.9M1
16Allianz Asset Management GmbH$44.1M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$43.6M1
18BANK OF AMERICA CORP /DE/$40.6M1
19FMR LLC$40.4M1
20Qube Research & Technologies Ltd$33.9M1
21Bragg Financial Advisors, Inc$30.1M1
22Man Group plc$29.1M1
23Nuveen, LLC$27.0M1
24VANGUARD FIDUCIARY TRUST CO$24.9M1
25VICTORY CAPITAL MANAGEMENT INC$24.1M1
26FEDERATED HERMES, INC.$21.4M1
27Invesco Ltd.$20.3M1
28TUDOR INVESTMENT CORP ET AL$18.5M1
29JACOBS LEVY EQUITY MANAGEMENT, INC$17.6M1
30Universal- Beteiligungs- und Servicegesellschaft mbH$16.6M1
31SEI INVESTMENTS CO$15.9M1
32CITADEL ADVISORS LLC$15.6M1
33Clark Capital Management Group, Inc.$14.8M1
34HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$13.7M1
35HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$13.1M1
36JANE STREET GROUP, LLC$12.4M1
37MILLENNIUM MANAGEMENT LLC$12.2M1
38BARCLAYS PLC$12.1M1
39Hudson Bay Capital Management LP$11.5M1
40Paradice Investment Management LLC$11.2M1
41Retirement Systems of Alabama$10.9M1
42UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.0M1
43BALYASNY ASSET MANAGEMENT L.P.$9.7M1
44D. E. Shaw & Co., Inc.$9.5M1
45Quantinno Capital Management LP$9.0M1
46Huber Capital Management LLC$9.0M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.1M1
48ALLIANCEBERNSTEIN L.P.$7.9M1
49Bridgewater Associates, LP$7.8M1
50Swiss National Bank$7.7M1
51TEACHER RETIREMENT SYSTEM OF TEXAS$7.7M1
52RBF Capital, LLC$7.6M1
53PANAGORA ASSET MANAGEMENT INC$6.7M1
54FJ Capital Management LLC$5.4M1
55Legal & General Group Plc$5.3M1
56Trexquant Investment LP$5.3M1
57EASTERLY INVESTMENT PARTNERS LLC$4.9M1
58DEUTSCHE BANK AG\$4.8M1
59Creative Planning$4.8M1
60MERCER GLOBAL ADVISORS INC /ADV$4.8M1
61TWO SIGMA INVESTMENTS, LP$4.7M1
62Boston Partners$4.3M1
63VOLORIDGE INVESTMENT MANAGEMENT, LLC$4.1M1
64Point72 Asset Management, L.P.$4.1M1
65ROYAL BANK OF CANADA$3.9M1
66STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.8M1
67XTX Topco Ltd$3.8M1
68CAPITOLIS LIQUID GLOBAL MARKETS LLC$3.7M1
69VANGUARD ASSET MANAGEMENT, Ltd$3.7M1
70MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.6M1
71CANADA PENSION PLAN INVESTMENT BOARD$3.4M1
72Engineers Gate Manager LP$3.3M1
73New Age Alpha Advisors, LLC$3.2M1
74STIFEL FINANCIAL CORP$3.2M1
75Assenagon Asset Management S.A.$3.2M1
76UBS Group AG$3.2M1
77JUPITER ASSET MANAGEMENT LTD$3.1M1
78HSBC HOLDINGS PLC$2.9M1
79FIFTH THIRD BANCORP$2.9M1
80FIRST TRUST ADVISORS LP$2.8M1
81ExodusPoint Capital Management, LP$2.7M1
82PRUDENTIAL FINANCIAL INC$2.4M1
83INTECH INVESTMENT MANAGEMENT LLC$2.2M1
84State of New Jersey Common Pension Fund D$2.2M1
85Vanguard Global Advisers, LLC$2.0M1
86Janus Henderson Group Ltd.$1.9M1
87MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
88Squarepoint Ops LLC$1.8M1
89RAYMOND JAMES FINANCIAL INC$1.8M1
90Corient Private Wealth LLC$1.8M1
91CITIGROUP INC$1.8M1
92Kiker Wealth Management, LLC$1.7M1
93LPL Financial LLC$1.7M1
94WELLS FARGO & COMPANY/MN$1.7M1
95Cerity Partners LLC$1.6M1
96ENVESTNET ASSET MANAGEMENT INC$1.6M1
97Cresset Asset Management, LLC$1.5M1
98MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
99Schonfeld Strategic Advisors LLC$1.5M1
100SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M1
101Pathstone Holdings, LLC$1.3M1
102Zurcher Kantonalbank (Zurich Cantonalbank)$1.3M1
103JENNISON ASSOCIATES LLC$1.3M1
104TWINBEECH CAPITAL LP$1.2M1
105Vanguard Personalized Indexing Management, LLC$1.1M1
106Weiss Asset Management LP$1.1M1
107Legacy Advisors, LLC$1.1M1
108Arizona State Retirement System$1.1M1
109Centiva Capital, LP$1.1M1
110CAXTON ASSOCIATES LLP$1.1M1
111Ameritas Investment Partners, Inc.$1.0M1
112OCCUDO QUANTITATIVE STRATEGIES LP$977K1
113Magnetar Financial LLC$975K1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$972K1
115Everhart Financial Group, Inc.$962K1
116Cetera Investment Advisers$962K1
117Vanguard Investments Australia, Ltd.$953K1
118O'SHAUGHNESSY ASSET MANAGEMENT, LLC$946K1
119STATE OF MICHIGAN RETIREMENT SYSTEM$934K1
120Uncommon Cents Investing LLC$874K1
121NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$869K1
122BANK OF MONTREAL /CAN/$858K1
123Callan Family Office, LLC$853K1
124iSAM Funds (UK) Ltd$846K1
125QRG CAPITAL MANAGEMENT, INC.$820K1
126Sequoia Financial Advisors, LLC$812K1
127OREGON PUBLIC EMPLOYEES RETIREMENT FUND$797K1
128HANCOCK WHITNEY CORP$790K1
129DONALDSON CAPITAL MANAGEMENT, LLC$768K1
130BAILARD, INC.$740K1
131Amundi$722K1
132Mariner, LLC$721K1
133ProShare Advisors LLC$717K1
134WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$691K1
135Brevan Howard Capital Management LP$690K1
136VOYA INVESTMENT MANAGEMENT LLC$673K1
137FOX RUN MANAGEMENT, L.L.C.$637K1
138NewEdge Wealth, LLC$630K1
139IEQ CAPITAL, LLC$618K1
140Pictet Asset Management Holding SA$609K1
141Elo Mutual Pension Insurance Co$609K1
142Diversified Trust Co$588K1
143MACKENZIE FINANCIAL CORP$575K1
144Empowered Funds, LLC$570K1
145XPONANCE LLC$554K1
146CSS LLC/IL$530K1
147EP Wealth Advisors, LLC$485K1
148HighTower Advisors, LLC$478K1
149CAPSTONE INVESTMENT ADVISORS, LLC$477K1
150R Squared Ltd$452K1
151Integrated Quantitative Investments LLC$445K1
152MML INVESTORS SERVICES, LLC$445K1
153State of Wyoming$436K1
154Vise Technologies, Inc.$420K1
155STATE OF WISCONSIN INVESTMENT BOARD$381K1
156CIBC Bancorp USA Inc.$379K1
157GLOBEFLEX CAPITAL L P$371K1
158CWM, LLC$362K1
159CHOREO, LLC$362K1
160Tower Research Capital LLC (TRC)$360K1
161GREENLEAF TRUST$356K1
162Tidal Investments LLC$354K1
163111 Capital$338K1
164EVERGREEN CAPITAL MANAGEMENT LLC$336K1
165AXQ CAPITAL, LP$330K1
166Odyssean, LLC$320K1
167denkapparat Operations GmbH$309K1
168Crossmark Global Holdings, Inc.$307K1
169Merit Financial Group, LLC$305K1
170Fieldview Capital Management, LLC$304K1
171Journey Advisory Group, LLC$300K1
172SECURIAN ASSET MANAGEMENT, INC$285K1
173BLAIR WILLIAM & CO/IL$276K1
174Ensign Peak Advisors, Inc$258K1
175Cambria Investment Management, L.P.$252K1
176Daiwa Securities Group Inc.$242K1
177US BANCORP \DE\$239K1
178UNITED CAPITAL FINANCIAL ADVISORS, LLC$236K1
179Verition Fund Management LLC$235K1
180Clark Asset Management, LLC$233K1
181DRW Securities, LLC$231K1
182PRINCIPAL SECURITIES, INC.$228K1
183Vident Advisory, LLC$226K1
184EntryPoint Capital, LLC$224K1
185Swiss Life Asset Management Ltd$217K1
186Baird Financial Group, Inc.$209K1
187JOURNEY STRATEGIC WEALTH LLC$204K1
188ASSETMARK, INC$170K1
189Rockefeller Capital Management L.P.$159K1
190Allworth Financial LP$150K1
191Blue Trust, Inc.$138K1
192BNP Paribas Asset Management Holding S.A.$121K1
193SIGNATUREFD, LLC$106K1
194EXCHANGE TRADED CONCEPTS, LLC$101K1
195Pinnacle Wealth Planning Services, Inc.$100K1
196Smartleaf Asset Management LLC$94.2K1
197MCF Advisors LLC$62.5K1
198NOMURA ASSET MANAGEMENT CO LTD$54.2K1
199OSAIC HOLDINGS, INC.$32.8K1
200UMB Bank, n.a.$32.7K1
201QUADRANT CAPITAL GROUP LLC$31.6K1
202Kemnay Advisory Services Inc.$25.2K1
203Mitsubishi UFJ Asset Management Co., Ltd.$22.7K1
204WealthCollab, LLC$20.9K1
205MAI Capital Management$17.1K1
206Larson Financial Group LLC$16.9K1
207MATHER GROUP, LLC.$15.0K1
208Tacita Capital Inc$12.4K1
209Federation des caisses Desjardins du Quebec$10.3K1
210Bell Investment Advisors, Inc$9.6K1
211Physician Wealth Advisors, Inc.$9.0K1
212Manchester Capital Management LLC$7.9K1
213Private Wealth Management Group, LLC$7.8K1
214Owl Creek Wealth Partners LLC$7.8K1
215Accent Capital Management, LLC$7.4K1
216Grove Bank & Trust$7.1K1
217Moisand Fitzgerald Tamayo, LLC$6.6K1
218HRT FINANCIAL LP$6.3K1
219DELTA ASSET MANAGEMENT LLC/TN$5.2K1
220Kilter Group LLC$4.5K1
221JFS WEALTH ADVISORS, LLC$3.8K1
222NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.7K1
223WPG Advisers, LLC$3.1K1
224THRIVENT FINANCIAL FOR LUTHERANS$2.9K1
225ALGERT GLOBAL LLC$2.6K1
226Parkside Financial Bank & Trust$2.5K1
227Sachetta, LLC$2.4K1
228CANADA LIFE ASSURANCE Co$2.3K1
229Marquette Asset Management, LLC$2.0K1
230Stone House Investment Management, LLC$1.8K1
231Geneos Wealth Management Inc.$1.6K1
232Godfrey Financial Associates, Inc.$1.4K1
233CVA Family Office, LLC$1.3K1
234S&T BANK/PA$1.3K1
235Nemes Rush Group LLC$1.2K1
236GSA CAPITAL PARTNERS LLP$1.0K1
237Clearstead Advisors, LLC$1.0K1
238DiNuzzo Private Wealth, Inc.$9041
239Transamerica Financial Advisors, LLC$8621
240Retirement Wealth Solutions LLC$8221
241Rialto Wealth Management, LLC$7811
242CENTRAL TRUST Co$6161
243SJS Investment Consulting Inc.$6161
244State of Alaska, Department of Revenue$5731
245NATIXIS ADVISORS, LLC$5631
246Hilltop National Bank$3701
247Vestcor Inc$3231
248Annis Gardner Whiting Capital Advisors, LLC$2471
249Keating Financial Advisory Services, Inc.$2051
250HFM Investment Advisors, LLC$1641
251KBC Group NV$1351
252Capital Advisors, Ltd. LLC$81
253Avion Wealth$41
254M&T BANK CORP$01
255VANGUARD GROUP INC$01
256HARBOUR INVESTMENTS, INC.$01
257Brandywine Global Investment Management, LLC$01
258COMERICA BANK$01
259BURNEY CO/$01
260VIRGINIA RETIREMENT SYSTEMS ET Al$01
261CIBC WORLD MARKETS CORP$01
262EASTERN BANK$01
263ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
264LAZARD ASSET MANAGEMENT LLC$01
265CIBC Private Wealth Group LLC$01
266Graham Capital Management, L.P.$01
267NORGES BANK$01
268OXFORD ASSET MANAGEMENT LLP$01
269DekaBank Deutsche Girozentrale$01
270TWO SIGMA ADVISERS, LP$01
271Voleon Capital Management LP$01
272MIRABELLA FINANCIAL SERVICES LLP$01
273BTG Pactual Asset Management US LLC$01
274Lighthouse Investment Partners, LLC$01
275Versor Investments LP$01
276Vest Financial, LLC$01
277Global Retirement Partners, LLC$01
278MQS Management LLC$01
279Y-Intercept (Hong Kong) Ltd$01
280Aquatic Capital Management LLC$01
281Kestra Advisory Services, LLC$01
282Optiver Holding B.V.$01
283Invst, LLC$01
284AlphaQuest LLC$01
285Forum Financial Management, LP$01
286SageView Advisory Group, LLC$01
287Nearwater Capital Markets, Ltd$01
288Dunhill Financial, LLC$01
289Caitong International Asset Management Co., Ltd$01
290Quarry LP$01
291True Wealth Design, LLC$01
292SAPIENT CAPITAL LLC$01
293Turning Point Benefit Group, Inc.$01
294Jain Global LLC$01
295OPTIMA CAPITAL LLC$01
296EVOLVE PRIVATE WEALTH, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 296 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CNO

RETAINED WINDOW · ACTIVE HITS

Zero hits on CNO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CNO · financials and macro

Financials — as filed PLANNED

CNO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CNO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing