Citizens Community Bancorp Inc. - CZWI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 632,627 | 14,797 | 0.0% | 0.0% | 1 | +124,727 | 24.56% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 480,842 | 11,246 | 0.01% | 0.01% | 2 | -3,346 | -0.69% | Q2 2026 | Sep 09, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 413,376 | 9,668 | 0.0% | 0.0% | 3 | -47,845 | -10.37% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 376,262 | 8,800 | 0.0% | 0.0% | 4 | +29,521 | 8.51% | Q2 2026 | Aug 11, 2026 |
| Boston Partners | History | Added to | 281,634 | 6,587 | 0.01% | 0.0% | 5 | +47,022 | 20.04% | Q2 2026 | Aug 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 281,294 | 6,567 | 0.01% | 0.01% | 6 | +26,580 | 10.44% | Q2 2026 | Aug 13, 2026 |
| GENDELL JEFFREY L | History | No change | 248,319 | 5,808 | 0.05% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 230,737 | 5,398 | 0.0% | 0.0% | 8 | +26,474 | 12.96% | Q2 2026 | Aug 12, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 195,055 | 4,562 | 0.75% | 0.76% | 9 | -11,000 | -5.34% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 159,050 | 3,720 | 0.0% | 0.0% | 10 | +84,639 | 113.75% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 158,017 | 3,696 | 0.06% | 0.06% | 11 | -2,295 | -1.43% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 147,560 | 3,451 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rhino Investment Partners, Inc | History | Reduced | 144,034 | 3,368 | 1.02% | 0.89% | 13 | -18,278 | -11.26% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 134,310 | 3,141 | 0.0% | 0.0% | 14 | +9,819 | 7.89% | Q2 2026 | Aug 07, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 112,055 | 2,620 | 0.0% | — | 15 | +112,055 | New | Q2 2026 | Aug 13, 2026 |
| Daytona Street Capital LLC | History | Reduced | 109,911 | 2,510 | 1.83% | 2.35% | 16 | -41,333 | -27.33% | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 107,200 | 2,507 | 0.0% | 0.0% | 17 | +53,800 | 100.75% | Q2 2026 | Aug 13, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 104,290 | 2,439 | 0.59% | 0.55% | 18 | +608 | 0.59% | Q2 2026 | Jul 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 110,737 | 2,192 | 0.0% | 0.0% | 19 | -36,821 | -24.95% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 91,262 | 2,134 | 0.66% | 0.58% | 20 | -85 | -0.09% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 74,164 | 1,734 | 0.0% | 0.0% | 21 | -9,888 | -11.76% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 71,842 | 1,680 | 0.01% | 0.01% | 22 | +16,247 | 29.22% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 71,318 | 1,668 | 0.01% | 0.01% | 23 | +2,705 | 3.94% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 64,184 | 1,501 | 0.0% | 0.0% | 24 | +3,818 | 6.32% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 62,236 | 1,455 | 0.0% | 0.0% | 25 | +8,416 | 15.64% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 53,522 | 1,245 | 0.0% | 0.0% | 26 | -5,732 | -9.67% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 52,624 | 1,230 | 0.0% | 0.0% | 27 | -5,000 | -8.68% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 52,107 | 1,218 | 0.02% | 0.02% | 28 | +4,917 | 10.42% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 44,925 | 1,050 | 0.0% | — | 29 | +44,925 | New | Q2 2026 | Sep 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 41,800 | 977 | 0.0% | 0.0% | 30 | +7,800 | 22.94% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 36,501 | 853 | 0.0% | 0.0% | 31 | -14,218 | -28.03% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 34,909 | 816 | 0.0% | 0.0% | 32 | -1,553 | -4.26% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,783 | 766 | 0.0% | 0.0% | 33 | +9,964 | 43.67% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 32,258 | 754 | 0.0% | 0.0% | 34 | +1,340 | 4.33% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 31,505 | 736 | 0.0% | 0.0% | 35 | +1,091 | 3.59% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 30,693 | 717 | 0.0% | 0.0% | 36 | +2,862 | 10.28% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,880 | 698 | 0.0% | 0.0% | 37 | +1,000 | 3.46% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | Reduced | 26,854 | 628 | 0.0% | 0.0% | 38 | -2,033 | -7.04% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | New | 22,119 | 517 | 0.0% | — | 39 | +22,119 | New | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 21,400 | 500 | 0.0% | 0.0% | 40 | +3,900 | 22.29% | Q2 2026 | Jul 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 19,877 | 464 | 0.0% | 0.0% | 41 | +9,700 | 95.31% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 19,691 | 460 | 0.0% | 0.0% | 42 | +5,398 | 37.77% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,491 | 455 | 0.0% | 0.0% | 43 | +1,500 | 8.34% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 19,020 | 444 | 0.02% | — | 44 | +19,020 | New | Q2 2026 | Aug 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 18,810 | 439 | 0.03% | 0.02% | 45 | +16 | 0.09% | Q2 2026 | Jul 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 17,335 | 405 | 0.0% | 0.0% | 46 | +1,300 | 8.11% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 17,157 | 401 | 0.0% | 0.0% | 47 | -116,518 | -87.17% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 15,727 | 367 | 0.0% | — | 48 | +15,727 | New | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 13,895 | 325 | 0.0% | — | 49 | +13,895 | New | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | New | 12,745 | 298 | 0.0% | — | 50 | +12,745 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 12,232 | 286 | 0.0% | 0.0% | 51 | -1,472 | -10.74% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 11,200 | 261 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | New | 9,916 | 231 | 0.0% | — | 53 | +9,916 | New | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | New | 9,853 | 230 | 0.0% | — | 54 | +9,853 | New | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,981 | 186 | 0.0% | 0.0% | 55 | +262 | 3.39% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,718 | 180 | 0.0% | 0.0% | 56 | +4,212 | 120.14% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 7,533 | 176 | 0.0% | 0.0% | 57 | +508 | 7.23% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,140 | 143 | 0.0% | 0.0% | 58 | +5,026 | 451.17% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,605 | 131 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,400 | 102 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Added to | 4,244 | 99 | 0.0% | 0.0% | 61 | +3,813 | 884.69% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,244 | 99 | 0.0% | 0.0% | 62 | -271 | -6.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,918 | 91 | 0.0% | 0.0% | 63 | +87 | 2.27% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,615 | 84 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,172 | 50 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,458 | 34 | 0.0% | 0.0% | 66 | -809 | -35.69% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,371 | 32 | 0.0% | 0.0% | 67 | +231 | 20.26% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 1,590 | 31 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,079 | 25 | 0.0% | 0.0% | 69 | +1,039 | 2597.5% | Q2 2026 | Aug 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,000 | 23 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 980 | 22 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 862 | 20 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 452 | 10 | 0.0% | 0.0% | 73 | +38 | 9.18% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 317 | 7 | 0.0% | — | 74 | +317 | New | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 287 | 6 | 0.0% | — | 75 | +277 | 2770.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 232 | 5 | 0.0% | — | 76 | +197 | 562.86% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 174 | 4 | 0.0% | 0.0% | 78 | -140 | -44.59% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 213 | 4 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 127 | 2 | 0.0% | 0.0% | 79 | -386 | -75.24% | Q2 2026 | Aug 24, 2026 |
| Clearstead Advisors, LLC | History | New | 107 | 2 | 0.0% | — | 82 | +107 | New | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 128 | 2 | 0.0% | 0.0% | 80 | +58 | 82.86% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 124 | 2 | 0.0% | 0.0% | 81 | -44 | -26.19% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | Added to | 55 | 1 | 0.0% | — | 83 | +26 | 89.66% | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | No change | 43 | 1 | 0.0% | — | 84 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -593,996 | -100.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -415 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -125 | -82.78% | Q2 2026 | Aug 10, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 24 | 0 | — | — | — | +24 | New | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 32 | 0 | — | — | — | +14 | 77.78% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 11 | 0 | — | — | — | +3 | 37.5% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q2 2026 | Jul 16, 2026 |
| Fortitude Family Office, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 39 | 0 | — | — | — | +1 | 2.63% | Q2 2026 | Jul 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |