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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $15.0K–$50.0K

SELL · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$15K–$50K
Each 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 2026-10-01

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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · 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
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
255VANGUARD GROUP INC— value not disclosed1
256HARBOUR INVESTMENTS, INC.— value not disclosed1
257Brandywine Global Investment Management, LLC— value not disclosed1
258COMERICA BANK— value not disclosed1
259BURNEY CO/— value not disclosed1
260VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
261CIBC WORLD MARKETS CORP— value not disclosed1
262EASTERN BANK— value not disclosed1
263ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
264LAZARD ASSET MANAGEMENT LLC— value not disclosed1
265CIBC Private Wealth Group LLC— value not disclosed1
266Graham Capital Management, L.P.— value not disclosed1
267NORGES BANK— value not disclosed1
268OXFORD ASSET MANAGEMENT LLP— value not disclosed1
269DekaBank Deutsche Girozentrale— value not disclosed1
270TWO SIGMA ADVISERS, LP— value not disclosed1
271Voleon Capital Management LP— value not disclosed1
272MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
273BTG Pactual Asset Management US LLC— value not disclosed1
274Lighthouse Investment Partners, LLC— value not disclosed1
275Versor Investments LP— value not disclosed1
276Vest Financial, LLC— value not disclosed1
277Global Retirement Partners, LLC— value not disclosed1
278MQS Management LLC— value not disclosed1
279Y-Intercept (Hong Kong) Ltd— value not disclosed1
280Aquatic Capital Management LLC— value not disclosed1
281Kestra Advisory Services, LLC— value not disclosed1
282Optiver Holding B.V.— value not disclosed1
283Invst, LLC— value not disclosed1
284AlphaQuest LLC— value not disclosed1
285Forum Financial Management, LP— value not disclosed1
286SageView Advisory Group, LLC— value not disclosed1
287Nearwater Capital Markets, Ltd— value not disclosed1
288Dunhill Financial, LLC— value not disclosed1
289Caitong International Asset Management Co., Ltd— value not disclosed1
290Quarry LP— value not disclosed1
291True Wealth Design, LLC— value not disclosed1
292SAPIENT CAPITAL LLC— value not disclosed1
293Turning Point Benefit Group, Inc.— value not disclosed1
294Jain Global LLC— value not disclosed1
295OPTIMA CAPITAL LLC— value not disclosed1
296EVOLVE PRIVATE WEALTH, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 253 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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