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CZWI · Citizens Community Bancorp Inc. · Held by Funds

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$23.73 +1.04 (+4.58%) At close · Oct 27
Russell 2000 member Rebalance outlook locked
Market Cap
$229.00M
Shares
9.65M
Volume · Oct 27 53.06K Avg daily vol (3M) 44.72K

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 CZWI by Fund Type

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

Index funds and index ETFs hold 12.03% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.90% 279,917
Index ETFs 9.13% 880,587
Active ETFs 2.15% 207,186
Active funds 8.07% 778,668
Unclassified 1.76% 170,105
All registered funds 24.00% 2,316,463
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 CZWI

108 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 290,835 $6,802,631 0.00%
iShares Russell 2000 ETF 268,519 $6,280,659 0.01%
Regional Bank Fund 276,200 $6,076,400 0.63%
John Hancock Financial Opportunities Fund 169,116 $3,955,623 0.49%
Boston Partners Small Cap Value Fund II 166,175 $3,389,970 0.42%
VANGUARD EXTENDED MARKET INDEX FUND 112,122 $2,622,534 0.00%
iShares Russell 2000 Value ETF 97,263 $2,274,982 0.02%
Fidelity Small Cap Index Fund 97,399 $2,142,778 0.01%
U.S. SMALL CAP VALUE PORTFOLIO 76,952 $1,692,944 0.01%
EA Bridgeway Omni Small-Cap Value ETF 71,318 $1,668,128 0.07%
Omni Small-Cap Value Fund 52,500 $1,227,975 0.09%
Dimensional U.S. Targeted Value ETF 50,302 $1,106,644 0.01%
Fidelity Extended Market Index Fund 48,218 $1,004,381 0.00%
VANGUARD RUSSELL 2000 INDEX FUND 47,845 $976,038 0.01%
Dimensional US Small Cap Value ETF 42,609 $937,398 0.01%
iShares Micro-Cap ETF 32,549 $761,321 0.05%
Dimensional U.S. Small Cap ETF 31,516 $693,352 0.00%
U.S. Targeted Value Portfolio 30,053 $661,166 0.00%
Victory Integrity Discovery Fund 23,800 $556,682 0.60%
Ultra-Small Company Fund 21,599 $505,201 0.51%
Schwab Small-Cap Index Fund 22,384 $492,448 0.01%
U.S. CORE EQUITY 2 PORTFOLIO 19,561 $430,342 0.00%
U.S. MICRO CAP PORTFOLIO 18,207 $400,554 0.01%
Master Small Cap Index Series 16,624 $388,835 0.01%
Fidelity Total Market Index Fund 16,609 $345,965 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 14,933 $328,526 0.00%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 15,252 $317,699 0.03%
Dimensional U.S. Core Equity 2 ETF 13,901 $305,822 0.00%
U.S. SMALL CAP PORTFOLIO 13,832 $304,304 0.00%
Fidelity Series Total Market Index Fund 14,062 $292,911 0.00%
Fidelity Small Cap Value Index Fund 12,373 $289,404 0.01%
PGIM Quant Solutions Small-Cap Value Fund 12,500 $275,000 0.06%
Nuveen Small Cap Blend Index Fund 12,419 $273,218 0.01%
EQ/2000 Managed Volatility Portfolio 11,280 $263,839 0.01%
Ultra-Small Company Market Fund 10,600 $247,934 0.17%
Dimensional U.S. Marketwide Value ETF 10,355 $227,810 0.00%
Schwab Total Stock Market Index Fund 8,309 $182,798 0.00%
LVIP State Street Small-Cap Index Fund 6,900 $161,391 0.01%
U.S. VECTOR EQUITY PORTFOLIO 7,225 $158,950 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 7,301 $148,940 0.01%
Fidelity Nasdaq Composite Index Fund 6,202 $129,188 0.00%
VANGUARD BALANCED INDEX FUND 5,485 $128,294 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 4,934 $115,406 0.00%
Small Cap Index Fund 4,870 $113,909 0.01%
Bridge Builder Small/Mid Cap Value Fund 4,235 $99,057 0.00%
Global X Russell 2000 ETF 4,385 $96,470 0.01%
U.S. Sustainability Core 1 Portfolio 4,179 $91,938 0.00%
WisdomTree U.S. SmallCap Quality Dividend Growth Fund 3,679 $86,052 0.02%
Small-Cap Index Portfolio 3,571 $83,526 0.01%
Small Cap Index Fund 3,902 $81,279 0.01%
Showing 1–50 of 108 positions
Key facts CIK 1367859 CUSIP 174903104 13F (30d) 17 filings 17 filers Visit website Investor relations