Citizens Community Bancorp Inc/WI

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
Covestor Ltd	$0	33	0.00%
BNP Paribas Asset Management Holding S.A.	$8	502	0.01%
SBI Securities Co., Ltd.	$15	1	0.00%
Fortitude Family Office, LLC	$15	1	0.00%
NATIONAL BANK OF CANADA /FI	$30	2	0.00%
AMALGAMATED BANK	$31	2,027	0.02%
CWM, LLC	$41	2,452	0.03%
BESSEMER GROUP INC	$97	9,280	0.10%
SG Americas Securities, LLC	$107	10,172	0.11%
GSA CAPITAL PARTNERS LLP	$141	13,419	0.14%
HARBOR CAPITAL ADVISORS, INC.	$335	26,022	0.27%
T. Rowe Price Associates, Inc.	$457	30,254	0.31%
Parkside Financial Bank & Trust	$528	35	0.00%
Torren Management, LLC	$558	37	0.00%
True Wealth Design, LLC	$632	40	0.00%
NATIXIS ADVISORS, LLC	$645	61,560	0.64%
Vancity Investment Management Ltd	$665	44,118	0.46%
IFP Advisors, Inc	$743	44	0.00%
MAI Capital Management	$861	51	0.00%
Allworth Financial LP	$1.0K	57	0.00%
SJS Investment Consulting Inc.	$1.1K	69	0.00%
WPG Advisers, LLC	$1.1K	72	0.00%
Steward Partners Investment Advisory, LLC	$1.2K	77	0.00%
Smartleaf Asset Management LLC	$1.2K	81	0.00%
ROTHSCHILD INVESTMENT LLC	$1.3K	85	0.00%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	$1.6K	151,970	1.57%
LOS ANGELES CAPITAL MANAGEMENT LLC	$2.0K	195	0.00%
Global Retirement Partners, LLC	$2.4K	157	0.00%
Rachor Investment Advisory Services, LLC	$2.5K	164	0.00%
ACADIAN ASSET MANAGEMENT LLC	$2.7K	151,098	1.57%
EverSource Wealth Advisors, LLC	$2.7K	174	0.00%
Fourth Dimension Wealth, LLC	$3.0K	200	0.00%
CIBC Private Wealth Group LLC	$3.2K	213	0.00%
PRIVATE TRUST CO NA	$3.6K	347	0.00%
Arax Advisory Partners	$4.5K	296	0.00%
Aster Capital Management (DIFC) Ltd	$4.6K	302	0.00%
Optiver Holding B.V.	$5.6K	374	0.00%
HUNTINGTON NATIONAL BANK	$6.8K	451	0.00%
GAMMA Investing LLC	$7.0K	462	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$7.6K	506	0.01%
QUADRANT CAPITAL GROUP LLC	$8.2K	542	0.01%
Versant Capital Management, Inc	$8.6K	568	0.01%
Farther Finance Advisors, LLC	$8.7K	506	0.01%
HM PAYSON & CO	$10.0K	662	0.01%
NISA INVESTMENT ADVISORS, LLC	$12.8K	848	0.01%
JONES FINANCIAL COMPANIES LLLP	$14.0K	930	0.01%
Center for Financial Planning, Inc.	$17.8K	1,000	0.01%
Caldwell Trust Co	$18.1K	1,200	0.01%
Caitong International Asset Management Co., Ltd	$19.1K	1,268	0.01%
Sunbelt Securities, Inc.	$19.6K	1,301	0.01%