Citizens Community Bancorp Inc. - CZWI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 No change 632,627 14,797 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 480,842 11,246 0.01% 0.01% 2 0 0.0% Q2 2026 Sep 09, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 413,376 9,668 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 408,041 8,613 0.0% 0.0% 4 +31,779 8.45% Q3 2026 Nov 04, 2026
Boston Partners History No change 281,634 6,587 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 04, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 281,294 6,567 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
GENDELL JEFFREY L History No change 248,319 5,808 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 230,737 5,398 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
BANC FUNDS CO LLC History No change 195,055 4,562 0.75% 0.75% 9 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 159,050 3,720 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 158,017 3,696 0.06% 0.06% 11 0 0.0% 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 No change 144,034 3,368 1.02% 1.02% 13 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 134,310 3,141 0.0% 0.0% 14 0 0.0% Q2 2026 Sep 22, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 107,200 2,507 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 110,737 2,192 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 102,195 2,157 0.51% 0.59% 17 -2,095 -2.01% Q3 2026 Oct 09, 2026
Pinnacle Holdings, LLC History No change 91,262 2,134 0.66% 0.66% 18 0 0.0% Q2 2026 Aug 12, 2026
Daytona Street Capital LLC History Reduced 84,911 1,822 1.3% 1.83% 19 -25,000 -22.75% Q3 2026 Oct 15, 2026
NORTHERN TRUST CORP History No change 74,164 1,734 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 71,842 1,680 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 71,318 1,668 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 64,184 1,501 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 62,236 1,455 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 53,522 1,245 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 52,624 1,230 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 52,107 1,218 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 44,925 1,050 0.0% 0.0% 28 0 0.0% Q2 2026 Sep 02, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 41,800 977 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 36,501 853 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 34,909 816 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 32,783 766 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 32,258 754 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 06, 2026
AMERIPRISE FINANCIAL INC History No change 31,505 736 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 30,693 717 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 32,500 686 0.0% 0.0% 36 +11,100 51.87% Q3 2026 Oct 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 29,880 630 0.0% 0.0% 37 0 0.0% Q3 2026 Nov 02, 2026
BARCLAYS PLC History No change 26,854 628 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 22,119 517 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 19,877 464 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 19,691 460 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 19,491 455 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 19,020 444 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 17,335 405 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 17,157 401 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 18,808 397 0.02% 0.03% 46 -2 -0.01% Q3 2026 Oct 23, 2026
MILLENNIUM MANAGEMENT LLC History No change 15,727 367 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 13,895 325 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 12,745 298 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 12,232 286 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 11,200 261 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Reduced 12,285 259 0.0% 0.0% 52 -99,770 -89.04% Q3 2026 Nov 02, 2026
Cetera Investment Advisers History No change 9,916 231 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
Centiva Capital, LP History No change 9,853 230 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 9,673 207 0.0% — 55 +9,673 New Q3 2026 Oct 13, 2026
DEUTSCHE BANK AG\ History No change 7,981 186 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 7,718 180 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 7,533 176 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 6,140 143 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 06, 2026
MetLife Investment Management, LLC History No change 5,605 131 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 4,400 102 0.0% 0.0% 61 0 0.0% Q2 2026 Jul 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 4,244 99 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 3,918 91 0.0% 0.0% 63 0 0.0% 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 No change 1,458 34 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 1,371 32 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 1,079 25 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 1,054 22 0.0% 0.0% 69 -3,190 -75.16% Q3 2026 Nov 04, 2026
Ameritas Investment Partners, Inc. History No change 980 22 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
Center for Financial Planning, Inc. History No change 1,000 21 0.0% 0.0% 71 0 0.0% Q3 2026 Oct 26, 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 No change 452 10 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History New 388 8 0.0% — 74 +388 New Q3 2026 Oct 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 317 7 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 287 6 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 232 5 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History Added to 203 4 0.0% 0.0% 79 +160 372.09% Q3 2026 Oct 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 213 4 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 144 3 0.0% 0.0% 81 +20 16.13% Q3 2026 Oct 08, 2026
Sterling Capital Management LLC History Reduced 159 3 0.0% 0.0% 80 -15 -8.62% Q3 2026 Oct 22, 2026
Parkside Financial Bank & Trust History New 135 2 0.0% — 85 +135 New Q3 2026 Oct 27, 2026
Clearstead Advisors, LLC History No change 107 2 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 127 2 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 24, 2026
Allworth Financial LP History No change 128 2 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 11, 2026
SJS Investment Consulting Inc. History Added to 77 1 0.0% — 88 +73 1825.0% Q3 2026 Oct 26, 2026
EverSource Wealth Advisors, LLC History Added to 49 1 0.0% — 87 +10 25.64% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History Added to 63 1 0.0% 0.0% 86 +8 14.55% Q3 2026 Oct 16, 2026
Root Financial Partners, LLC History New 17 0 — — — +17 New Q3 2026 Oct 21, 2026
GK Wealth Management LLC History New 6 0 — — — +6 New Q3 2026 Oct 09, 2026
Provenance Wealth Advisors, LLC History New 5 0 — — — +5 New Q3 2026 Oct 30, 2026
True Wealth Design, LLC History Added to 11 0 — — — +3 37.5% Q3 2026 Oct 13, 2026
Essential Partners LLC History Reduced 23 0 — — — -3 -11.54% Q3 2026 Oct 14, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 32 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 24 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
Fortitude Family Office, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
JPL Wealth Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026