| 4.286% |
| 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 376K | $8.8M | +8.5% | 3.901% | 0.00% |
| 5 | Boston Partners | 282K | $6.6M | +20.0% | 2.920% | 0.01% |
| 6 | GENDELL JEFFREY L | 248K | $5.8M | 0.0% | 2.575% | 0.05% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 231K | $5.4M | +13.0% | 2.392% | 0.00% |
| 8 | BANC FUNDS CO LLC | 195K | $4.6M | -5.3% | 2.022% | 0.75% |
| 9 | TWO SIGMA INVESTMENTS, LP | 159K | $3.7M | +113.8% | 1.649% | 0.00% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 158K | $3.7M | -1.4% | 1.639% | 0.06% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 148K | $3.5M | 0.0% | 1.530% | 0.00% |
| 12 | Rhino Investment Partners, Inc | 144K | $3.4M | -11.3% | 1.494% | 1.02% |
| 13 | STATE STREET CORP | 134K | $3.1M | +7.9% | 1.393% | 0.00% |
| 14 | MACKENZIE FINANCIAL CORP | 112K | $2.6M | — | 1.162% | 0.00% |
| 15 | Daytona Street Capital LLC | 110K | $2.5M | -27.3% | 1.140% | 1.83% |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 107K | $2.5M | +100.8% | 1.112% | 0.00% |
| 17 | RFG - Bristol Wealth Advisors, LLC | 104K | $2.4M | +0.6% | 1.081% | 0.59% |
| 18 | ALLIANCEBERNSTEIN L.P. | 111K | $2.2M | -24.9% | 1.148% | 0.00% |
| 19 | Pinnacle Holdings, LLC | 91K | $2.1M | -0.1% | 0.946% | 0.66% |
| 20 | NORTHERN TRUST CORP | 74K | $1.7M | -11.8% | 0.769% | 0.00% |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 72K | $1.7M | +29.2% | 0.745% | 0.01% |
| 22 | Empowered Funds, LLC | 71K | $1.7M | +3.9% | 0.739% | 0.01% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 64K | $1.5M | +6.3% | 0.665% | 0.00% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 62K | $1.5M | +15.6% | 0.645% | 0.00% |
| 25 | HSBC HOLDINGS PLC | 54K | $1.2M | -9.7% | 0.555% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CZWI — a direct measure of their conviction.
| 55.26% |
| 0.10 pp |
| $78M |
| 12% |
| Q4 2024 | 51 | +28% | 55.36% | +2.44 pp | $89M | +19% |
| Q3 2024 | 40 | — | 52.92% | — | $75M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
14 institutions opened new positions in CZWI during Q2 2026, while 7 fully exited. 68 added to existing positions and 10 trimmed.
CZWI institutional ownership fell by 1.75 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 58.9% of all reported 13F value in CZWI, and the top 25 account for 85.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Citizens Community Bancorp, Inc. (CZWI) Institutional Ownership