CZWI Citizens Community Bancorp, Inc.
Citizens Community Bancorp, Inc. (CZWI) Institutional Ownership
What the institutions did with CZWI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 408.0K | 25.4% |
| ACADIAN ASSET MANAGEMENT LLC | 267.0K | 16.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 213.5K | 13.3% |
| BANC FUNDS CO LLC | 180.3K | 11.2% |
| RFG - Bristol Wealth Advisors, LLC | 102.2K | 6.4% |
| Daytona Street Capital LLC | 84.9K | 5.3% |
| VICTORY CAPITAL MANAGEMENT INC | 59.2K | 3.7% |
| RITHOLTZ WEALTH MANAGEMENT | 50.1K | 3.1% |
| Bank of New York Mellon Corp | 33.8K | 2.1% |
| STRS OHIO | 32.5K | 2.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 29.9K | 1.9% |
| BARCLAYS PLC | 29.8K | 1.9% |
| Nuveen, LLC | 22.1K | 1.4% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 18.8K | 1.2% |
| SEI INVESTMENTS CO | 15.8K | 1.0% |
| MACKENZIE FINANCIAL CORP | 12.3K | 0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.7K | 0.6% |
| DEUTSCHE BANK AG\ | 7.0K | 0.4% |
| RHUMBLINE ADVISERS | 6.6K | 0.4% |
| Russell Investments Group, Ltd. | 6.3K | 0.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 6.3K | 0.4% |
| UBS Group AG | 2.7K | 0.2% |
| Police & Firemen's Retirement System of New Jersey | 2.2K | 0.1% |
| CITIGROUP INC | 1.1K | 0.1% |
| Winch Advisory Services, LLC | 1.0K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MACKENZIE FINANCIAL CORP | Reduced | 112.1K | 12.3K | -99.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 376.3K | 408.0K | +31.8K |
| Daytona Street Capital LLC | Reduced | 109.9K | 84.9K | -25.0K |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 41.8K | 59.2K | +17.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 230.7K | 213.5K | -17.2K |
| BANC FUNDS CO LLC | Reduced | 195.1K | 180.3K | -14.7K |
| UBS Group AG | Reduced | 17.2K | 2.7K | -14.4K |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | 281.3K | 267.0K | -14.3K |
| STRS OHIO | Increased | 21.4K | 32.5K | +11.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 9.7K | +9.7K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | 13.9K | 6.3K | -7.6K |
| SEI INVESTMENTS CO | Reduced | 19.9K | 15.8K | -4.1K |
| CITIGROUP INC | Reduced | 4.2K | 1.1K | -3.2K |
| BARCLAYS PLC | Increased | 26.9K | 29.8K | +3.0K |
| RFG - Bristol Wealth Advisors, LLC | Reduced | 104.3K | 102.2K | -2.1K |
| RITHOLTZ WEALTH MANAGEMENT | Reduced | 52.1K | 50.1K | -2.0K |
| Bank of New York Mellon Corp | Increased | 32.3K | 33.8K | +1.6K |
| Winch Advisory Services, LLC | New | 0 | 1.0K | +1.0K |
| DEUTSCHE BANK AG\ | Reduced | 8.0K | 7.0K | -982 |
| RHUMBLINE ADVISERS | Reduced | 7.5K | 6.6K | -907 |
| Employees Retirement System of Texas | New | 0 | 838 | +838 |
| State of Wyoming | New | 0 | 388 | +388 |
| Russell Investments Group, Ltd. | Increased | 6.1K | 6.3K | +197 |
| GAMMA Investing LLC | Increased | 43 | 203 | +160 |
| Parkside Financial Bank & Trust | New | 0 | 135 | +135 |
| FMR LLC | Increased | 452 | 582 | +130 |
| SJS Investment Consulting Inc. | Increased | 4 | 77 | +73 |
| Clearstead Advisors, LLC | Increased | 107 | 145 | +38 |
| PNC Financial Services Group, Inc. | Increased | 232 | 265 | +33 |
| Farther Finance Advisors, LLC | Increased | 124 | 144 | +20 |
| Root Financial Partners, LLC | New | 0 | 17 | +17 |
| Sterling Capital Management LLC | Reduced | 174 | 159 | -15 |
| EverSource Wealth Advisors, LLC | Increased | 39 | 49 | +10 |
| IFP Advisors, Inc | Increased | 55 | 63 | +8 |
| GK Wealth Management LLC | New | 0 | 6 | +6 |
| Provenance Wealth Advisors, LLC | New | 0 | 5 | +5 |
| ROTHSCHILD INVESTMENT LLC | Increased | 32 | 36 | +4 |
| True Wealth Design, LLC | Increased | 8 | 11 | +3 |
| Essential Partners LLC | Reduced | 26 | 23 | -3 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 2 | 0 | -2 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | Reduced | 18.8K | 18.8K | -2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.