CZFS / Citizens Financial Services, Inc. - Kepemilikan Institusional - Pembeli

Citizens Financial Services, Inc.
US ˙ NasdaqCM ˙ US1746151042

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Citizens Financial Services, Inc. meliputi O'shaughnessy Asset Management, Llc, SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF, Quantinno Capital Management LP, Raymond James Financial Inc, DFSTX - U.s. Small Cap Portfolio - Institutional Class, DCOR - Dimensional US Core Equity 1 ETF, DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares, DFSU - Dimensional US Sustainability Core 1 ETF, Versant Capital Management, Inc, dan IFP Advisors, Inc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-12 13F Charles Schwab Investment Management Inc 37,323 2.67 2,192 3.84
2025-08-13 13F New York State Common Retirement Fund 1,869 1.03 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 2,695 3.57 147 -8.18
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 1,186 13.71 70 15.00
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 53 3
2025-07-30 13F Citizens & Northern Corp 117,081 1.00 6,875 2.17
2025-08-06 13F Stone House Investment Management, LLC 1,176 82.04 69 86.49
2025-08-12 13F Proequities, Inc. 0 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2,236 15.98 131 18.02
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 3,306 7.27 194 8.99
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65,581 5.37 3,851 6.59
2025-08-14 13F Raymond James Financial Inc 2,106 124
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 188 0.53 11 10.00
2025-08-13 13F De Lisle Partners LLP 16,936 5.49 999 6.62
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 151 8
2025-08-05 13F Bank of New York Mellon Corp 13,553 4.96 796 6.14
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,596 0.63 270 1.51
2025-08-14 13F UBS Group AG 4,757 2.48 279 3.72
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 3,362 0.99 197 2.07
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 1,423 22.78 84 23.88
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 942 13.22 55 14.58
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,068 7.39 180 9.09
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 514 2.59 28 -10.00
2025-08-12 13F Segall Bryant & Hamill, Llc 27,534 141.84 1,617 144.85
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 413 17.66 24 20.00
2025-08-14 13F State Street Corp 99,484 8.24 5,842 9.48
2025-07-11 13F Farther Finance Advisors, LLC 10 1
2025-08-08 13F Hudock, Inc. 41,118 1.21 2,414 2.37
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 7,552 0.99 443 2.07
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 2,005 2.40 118 3.54
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 222 0.91 13 8.33
2025-08-13 13F EverSource Wealth Advisors, LLC 279 9,200.00 16
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,275 7.91 384 9.12
2025-08-14 13F Royal Bank Of Canada 3,141 2.95 184 3.95
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 2,263 194.66 123 161.70
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 102 0.99 6 0.00
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 1,533 0.99 90 2.27
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 726 0.97 43 2.44
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,316 0.61 1,487 1.71
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 859 208.99 47 170.59
2025-08-11 13F Covestor Ltd 13 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 11,965 703
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 756 10.36 44 12.82
2025-08-12 13F Dimensional Fund Advisors Lp 22,923 32.50 1,346 34.06
2025-08-11 13F Great Lakes Advisors, Llc 10,935 0.05 642 1.26
2025-08-15 13F Morgan Stanley 9,216 6.44 541 7.77
2025-08-08 13F/A Sterling Capital Management LLC 115 55.41 7 50.00
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 1,772 53.69 96 37.14
2025-08-14 13F Quantinno Capital Management LP 4,189 246
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,187 0.79 598 2.05
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45,807 0.89 2,493 -10.32
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 245 26.94 14 27.27
2025-08-12 13F Legal & General Group Plc 418 10.00 25 9.09
2025-08-12 13F Rhumbline Advisers 6,604 25.38 388 27.21
2025-08-14 13F Wells Fargo & Company/mn 7,146 3.73 420 5.01
2025-08-14 13F Bank Of America Corp /de/ 4,780 38.47 281 40.00
2025-07-23 13F Nbt Bank N A /ny 1,210 0.92 71 2.90
2025-08-14 13F Jane Street Group, Llc 5,880 37.03 345 38.55
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,068 0.99 180 2.27
2025-08-08 13F Larson Financial Group LLC 1 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 658 39.41 39 40.74
2025-07-31 13F Nisa Investment Advisors, Llc 716 0.99 42 2.44
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 3,027 0.97 178 1.72
2025-07-11 13F Weatherly Asset Management L. P. 9,850 1.00 578 2.12
2025-08-13 13F Minerva Advisors LLC 7,881 1.00 463 2.21
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 2,781 0.98 163 2.52
2025-08-14 13F California State Teachers Retirement System 330 0.92 19 5.56
2025-08-12 13F American Century Companies Inc 28,344 1.43 1,664 2.59
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 364 0.83 21 5.00
2025-08-11 13F Brown Brothers Harriman & Co 206 0.98 12 9.09
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,372 1.18 81 2.56
2025-08-11 13F Vanguard Group Inc 244,748 2.44 14,372 3.63
2025-08-14 13F/A Barclays Plc 7,500 60.63 0
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 646 31.57 38 32.14
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 703 216.67 38 192.31
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,308 429
2025-07-14 13F GAMMA Investing LLC 1,170 183.29 69 195.65
2025-08-12 13F MAI Capital Management 943 0.96 55 1.85
2025-08-12 13F SRS Capital Advisors, Inc. 99 230.00 6 400.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 1,214 1.00 71 2.90
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 133 10.83 8 16.67
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 679 0.89 40 0.00
2025-07-24 13F IFP Advisors, Inc 0 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 5,507 0.99 323 2.22
2025-08-06 13F Commonwealth Equity Services, Llc 4,151 3.70 0
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 2,472 0.98 145 2.11
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,021 26.71 429 28.06
2025-08-13 13F MetLife Investment Management, LLC 2,658 0.95 156 2.63
2025-07-28 NP VCSLX - Small Cap Index Fund 1,920 11.30 117 12.50
2025-07-28 NP HDG - ProShares Hedge Replication ETF 6 20.00 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 917 0.99 54 1.92
2025-08-12 13F Ameritas Investment Partners, Inc. 364 0.83 21 5.00
2025-07-07 13F Versant Capital Management, Inc 5 0
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,553 87.59 209 90.83
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 276 15
2025-08-06 13F Wsfs Capital Management, Llc 6,305 14.18 370 15.63
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,827 9.31 1,396 10.54
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,842 61.66 155 43.93
2025-08-14 13F Bridgeway Capital Management Inc 3,948 1.00 232 2.21
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 956 2.25 56 3.70
2025-08-08 13F Geode Capital Management, Llc 106,338 1.61 6,246 2.76
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 386 0.78 23 0.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 45 3
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 1,475 0.96 87 2.38
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 350 19
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 349 0.87 20 0.00
2025-08-14 13F Federation des caisses Desjardins du Quebec 707 1.00 42 2.50
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 933 23.25 51 8.70
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 143,546 1.00 8,429 2.17
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 18 5.88 1 -100.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 680 68.32 40 69.57
2025-08-04 13F Strs Ohio 5,500 7.84 323 8.78
2025-07-25 13F Cwm, Llc 92 5.75 0
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 306 1.32 17 -11.11
2025-08-04 13F Amalgamated Bank 148 0.68 0
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 326 0.93 19 5.56
2025-08-15 13F Tower Research Capital LLC (TRC) 1,332 537.32 78 550.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 902 0.89 53 1.96
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