CZWI · Citizens Community Bancorp Inc. · Shareholders & Ownership

$23.94 +0.21 (+0.86%)

Russell 2000 member Rebalance outlook locked

Market Cap

$229.00M

9.65M

Volume · Oct 28 19.75K Avg daily vol (3M) 44.72K

Every disclosed holder of CZWI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CZWI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	96	5,672,853	58.78%	Yes
Insiders (Forms 3, 4, 5)	9	373,082	3.87%	Yes
13D/G-only blocks	3	1,536,112	15.92%	Yes
Remaining	—	2,068,184	21.43%	Rest
Registered funds (N-PORT, not summed)	108	2,372,651	24.59%	No

Shares outstanding: 9,650,231, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CZWI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Andrew Schornack 13D CIK 2128672 · Unknown · Jul 27, 2026 Item 4 purpose: Control or board seats	878,472	9.10%	0	Jul 27, 2026
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	632,627	6.56%	+124,727	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	614,967	6.37%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	268,519	2.78%	+73,538	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	97,263	1.01%	+16,596	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	32,549	0.34%	+9,138	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	16,624	0.17%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	FJ Capital Management LLC 13G CIK 1599170 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(c), passive investor	489,611	5.07%	-159,248	Jun 30, 2025	Rule 13d-1(c), passive investor
4	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	480,842	4.98%	-3,346	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Manulife Investment Management (US) LLC 13G CIK 1086888 · Unknown · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	478,545	4.96%	-3,797	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	276,200	2.86%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	413,376	4.28%	-47,845	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	477,358	4.95%	-44,266	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	376,262	3.90%	+29,521	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	76,952	0.80%	+7,377	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	50,302	0.52%	+274	Jul 31, 2026	Dimensional ETF Trust, not summed
6.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	42,609	0.44%	+14,035	Jul 31, 2026	Dimensional ETF Trust, not summed
6.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	31,516	0.33%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
6.5	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	30,053	0.31%	+697	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	290,835	3.01%	-43,917	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	281,634	2.92%	+47,022	Jun 30, 2026	carried, not yet filed for the newest quarter
9	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	281,294	2.91%	+26,580	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GENDELL JEFFREY L 13F CIK 1056581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	248,319	2.57%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	230,737	2.39%	+26,474	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	195,055	2.02%	-11,000	Jun 30, 2026	carried, not yet filed for the newest quarter
13	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	169,116	1.75%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
14	Fourthstone LLC 13G CIK 1767803 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	168,029	1.74%	-357,010	Dec 31, 2025	Rule 13d-1(b), qualified institution
15	Boston Partners Small Cap Value Fund II Fund S000001094 · Registered fund · May 31, 2026 RBB Fund, Inc., not summed	166,175	1.72%	-1,200	May 31, 2026	RBB Fund, Inc., not summed
16	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	159,050	1.65%	+84,639	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	158,017	1.64%	-2,295	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	52,500	0.54%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
17.2	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	21,599	0.22%	-5,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
17.3	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	10,600	0.11%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,560	1.53%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Bianchi Stephen M Insider CIK 1497054 · Aug 10, 2026 Director, CEO and President, issuer-wide	147,084	1.52%	+1,000	Aug 10, 2026	Director, CEO and President, issuer-wide
20	Rhino Investment Partners, Inc 13F CIK 1828776 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	144,034	1.49%	-18,278	Jun 30, 2026	carried, not yet filed for the newest quarter
21	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	134,310	1.39%	+9,819	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,100	0.03%	-700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
21.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	220	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	112,122	1.16%	-2,695	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,055	1.16%	+112,055	Jun 30, 2026	carried, not yet filed for the newest quarter
24	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	110,737	1.15%	-36,821	Jun 30, 2026	carried, not yet filed for the newest quarter
25	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	107,200	1.11%	+53,800	Jun 30, 2026	carried, not yet filed for the newest quarter
26	RFG - Bristol Wealth Advisors, LLC 13F CIK 2055104 · Registered investment adviser · Sep 30, 2026	102,195	1.06%	-2,095	Sep 30, 2026
27	Pinnacle Holdings, LLC 13F CIK 1411784 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	91,262	0.95%	-85	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Daytona Street Capital LLC 13F CIK 2101936 · Unknown · Sep 30, 2026	84,911	0.88%	-25,000	Sep 30, 2026
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	74,164	0.77%	-9,888	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,870	0.05%	0	Jun 30, 2026	Northern Funds, not summed
30	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	71,842	0.74%	+16,247	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	71,318	0.74%	+2,705	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	71,318	0.74%	+2,705	Jun 30, 2026	EA Series Trust, not summed
32	BROUCEK JAMES S Insider CIK 1204872 · Jun 1, 2026 EVP/CFO/Treasurer/Secretary, issuer-wide	67,410	0.70%	+2,000	Jun 1, 2026	EVP/CFO/Treasurer/Secretary, issuer-wide
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	64,184	0.67%	+3,818	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	62,236	0.64%	+8,416	Jun 30, 2026	carried, not yet filed for the newest quarter
35	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	53,522	0.55%	-5,732	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FIRST MANHATTAN CO. LLC. 13F CIK 728083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	52,624	0.55%	-5,000	Jun 30, 2026	carried, not yet filed for the newest quarter
37	RITHOLTZ WEALTH MANAGEMENT 13F CIK 1698218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	52,107	0.54%	+4,917	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	47,845	0.50%	+1,085	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
39	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,925	0.47%	+44,925	Jun 30, 2026	carried, not yet filed for the newest quarter
40	MOLL JAMES D Insider CIK 1235998 · May 18, 2026 Director, issuer-wide	44,087	0.46%	-2,000	May 18, 2026	Director, issuer-wide
41	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,800	0.43%	+7,800	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Victory Integrity Discovery Fund Fund S000046401 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	23,800	0.25%	+7,450	Jun 30, 2026	Victory Portfolios, not summed
41.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	1,033	0.01%	+16	Jul 31, 2026	Victory Portfolios III, not summed
42	FELBER FRANCIS E Insider CIK 1717677 · Aug 10, 2026 Director, issuer-wide	38,485	0.40%	-3,345	Aug 10, 2026	Director, issuer-wide
43	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	36,501	0.38%	-14,218	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	15,252	0.16%	+1,935	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
44	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	34,909	0.36%	-1,553	Jun 30, 2026	carried, not yet filed for the newest quarter
45	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,783	0.34%	+9,964	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	32,258	0.33%	+1,340	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,505	0.33%	+1,091	Jun 30, 2026	carried, not yet filed for the newest quarter
48	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,693	0.32%	+2,862	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	22,384	0.23%	+2,862	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
48.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	8,309	0.09%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
49	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,880	0.31%	+1,000	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	26,854	0.28%	-2,033	Jun 30, 2026	carried, not yet filed for the newest quarter

18 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 167 holders

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Key facts CIK 1367859 CUSIP 174903104 13F (30d) 17 filings 17 filers Visit website Investor relations