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CZFS · Citizens Financial Services Inc · Held by Funds

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$81.57 +1.07 (+1.33%) At close · Oct 21
Russell 2000 member Rebalance outlook locked
Market Cap
$392.34M
Shares
4.81M
Volume · Oct 21 42.15K Avg daily vol (3M) 36.88K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of CZFS by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.40% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.14% 151,133
Index ETFs 9.25% 445,077
Active ETFs 0.31% 14,974
Active funds 0.82% 39,332
Unclassified 0.90% 43,171
All registered funds 14.42% 693,687
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding CZFS

136 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 141,034 $10,216,503 0.00%
iShares Russell 2000 ETF 121,142 $8,775,526 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 55,418 $4,014,480 0.00%
Fidelity Small Cap Index Fund 51,075 $3,959,334 0.01%
iShares Russell 2000 Value ETF 43,649 $3,161,934 0.02%
Avantis U.S. Small Cap Value ETF 33,903 $2,204,712 0.01%
Fidelity Extended Market Index Fund 25,304 $1,645,519 0.00%
VANGUARD RUSSELL 2000 INDEX FUND 23,310 $1,515,849 0.01%
Schwab U.S. Small-Cap ETF 23,149 $1,505,379 0.01%
iShares Micro-Cap ETF 15,850 $1,148,174 0.08%
Schwab Small-Cap Index Fund 11,260 $872,875 0.01%
Master Small Cap Index Series 9,202 $666,593 0.01%
Fidelity Total Market Index Fund 8,442 $548,983 0.00%
Nuveen Small Cap Blend Index Fund 6,438 $499,074 0.01%
Fidelity Series Total Market Index Fund 7,369 $479,206 0.00%
Avantis U.S. Small Cap Equity ETF 6,811 $442,919 0.02%
Fidelity Small Cap Value Index Fund 6,095 $441,522 0.02%
U.S. SMALL CAP VALUE PORTFOLIO 5,276 $408,996 0.00%
EQ/2000 Managed Volatility Portfolio 5,461 $395,595 0.01%
Dimensional U.S. Small Cap ETF 5,052 $391,631 0.00%
Dimensional US Small Cap Value ETF 4,042 $313,336 0.00%
WisdomTree U.S. High Dividend Fund 3,546 $256,872 0.02%
iShares Russell 2000 Growth ETF 3,445 $249,556 0.00%
LVIP State Street Small-Cap Index Fund 3,362 $243,543 0.01%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 3,553 $231,052 0.02%
Fidelity Nasdaq Composite Index Fund 3,545 $230,531 0.00%
EA Bridgeway Omni Small-Cap Value ETF 2,720 $197,037 0.01%
Goldman Sachs Absolute Return Tracker Fund 2,618 $189,648 0.00%
Omni Small-Cap Value Fund 2,472 $179,072 0.01%
Small Cap Index Fund 2,438 $176,609 0.01%
Dimensional U.S. Targeted Value ETF 2,268 $175,815 0.00%
Global X Russell 2000 ETF 2,225 $172,482 0.01%
VANGUARD BALANCED INDEX FUND 2,317 $167,843 0.00%
U.S. Small Cap Equity Fund 2,136 $165,583 0.02%
Invesco RAFI US 1500 Small-Mid ETF 2,034 $157,676 0.01%
Schwab Total Stock Market Index Fund 2,033 $157,598 0.00%
Schwab U.S. Broad Market ETF 2,266 $147,358 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 2,020 $146,329 0.00%
Bridge Builder Small/Mid Cap Value Fund 1,954 $141,548 0.00%
WESTWOOD SMALLCAP GROWTH FUND 1,847 $130,167 0.50%
WisdomTree U.S. SmallCap Fund 1,754 $127,060 0.02%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 1,726 $125,031 0.00%
U.S. Targeted Value Portfolio 1,525 $118,218 0.00%
Small Cap Index Fund 1,771 $115,168 0.01%
U.S. SMALL CAP PORTFOLIO 1,484 $115,040 0.00%
MetLife Russell 2000 Index Portfolio 1,533 $111,051 0.01%
EQ/Small Company Index Portfolio 1,513 $109,602 0.01%
iShares Russell 3000 ETF 1,394 $100,981 0.00%
ATM Small Cap Managed Volatility Portfolio 1,266 $91,709 0.01%
Small-Cap Index Portfolio 1,214 $87,942 0.01%
Showing 1–50 of 136 positions
Key facts CIK 739421 CUSIP 174615104 13F (30d) 15 filings 15 filers Visit website Investor relations