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Citizens Financial Services (CZFS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citizens & Northern Corp
INCREASED
Shares118,860 from 117,063
Change+1,797 (+2%)
Value$9.3M (+$863.5K)
Filed 2026-11-06
Geode Capital Management, LLC
DECREASED
Shares117,116 from 119,810
Change-2,694 (-2%)
Value$9.2M (+$527.7K)
Filed 2026-11-06
Hudock, Inc.
INCREASED
Shares79,603 from 78,092
Change+1,511 (+2%)
Value$6.3M (+$600.6K)
Filed 2026-10-14
Dimensional Fund Advisors LP
INCREASED
Shares45,450 from 31,639
Change+13,811 (+44%)
Value$3.6M (+$1.3M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares17,741 from 16,376
Change+1,365 (+8%)
Value$1.4M (+$208.4K)
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
DECREASED
Shares16,273 from 16,381
Change-108 (-1%)
Value$1.3M (+$92.6K)
Filed 2026-10-16
Strs Ohio
INCREASED
Shares11,300 from 9,800
Change+1,500 (+15%)
Value$888.3K (+$178.4K)
Filed 2026-10-30
Lawood & Co
UNCHANGED
Shares10,726 from 10,726
Change0 (0%)
Value$843.2K (+$66.2K)
Filed 2026-10-09
Russell Investments Group, Ltd.
INCREASED
Shares9,978 from 2,436
Change+7,542 (+310%)
Value$784.4K (+$607.9K)
Filed 2026-11-06
Great Lakes Advisors, LLC
DECREASED
Shares7,751 from 7,797
Change-46 (-1%)
Value$609.3K (+$44.5K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares5,313 from 5,105
Change+208 (+4%)
Value$418.0K (+$48.0K)
Filed 2026-11-02
BankChampaign, National Association
NEW
Shares5,074
Change+5,074
Value$398.9K
Filed 2026-10-19
Creative Planning
NEW
Shares4,390
Change+4,390
Value$345.1K
Filed 2026-11-02
Deutsche Bank Ag\
DECREASED
Shares3,963 from 4,510
Change-547 (-12%)
Value$311.5K (-$15.2K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
UNCHANGED
Shares3,642 from 3,642
Change0 (0%)
Value$286.3K (+$22.5K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares3,578 from 3,579
Change-1 (0%)
Value$281.3K (+$22.0K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares2,185 from 2,155
Change+30 (+1%)
Value$171.7K (+$15.7K)
Filed 2026-10-08
Barclays PLC
DECREASED
Shares1,919 from 2,731
Change-812 (-30%)
Value$150.9K (-$47.0K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares1,506 from 2,240
Change-734 (-33%)
Value$118.4K (-$43.9K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares889 from 168
Change+721 (+429%)
Value$69.9K (+$57.7K)
Filed 2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$56.3K (+$4.4K)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$18.9K (+$1.5K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares162 from 111
Change+51 (+46%)
Value$12.7K (+$4.7K)
Filed 2026-10-08
Versant Capital Management, Inc
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$7.6K (+$598)
Filed 2026-10-02
Sterling Capital Management LLC
INCREASED
Shares96 from 87
Change+9 (+10%)
Value$7.5K (+$1.2K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$7 (-$6.0K)
Filed 2026-10-27
US Bancorp \de\
NEW
Shares82
Change+82
Value$6.4K
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares61 from 25
Change+36 (+144%)
Value$4.8K (+$3.0K)
Filed 2026-11-05
Lynch Investment Planning, LLC
NEW
Shares51
Change+51
Value$4.0K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.0K ($0)
Filed 2026-11-06
Bare Financial Services, Inc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.0K (+$234)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
NEW
Shares33
Change+33
Value$2.6K
Filed 2026-10-16
Fortitude Family Office, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.5K (+$198)
Filed 2026-10-14
SJS Investment Consulting Inc.
NEW
Shares27
Change+27
Value$2.1K
Filed 2026-10-26
Assetmark, Inc
NEW
Shares19
Change+19
Value$1.5K
Filed 2026-10-21
Essential Partners LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.3K (+$105)
Filed 2026-10-14
Covestor Ltd
INCREASED
Shares15 from 8
Change+7 (+88%)
Value$1 ($0)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares9
Change+9
Value$707
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares5 from 3
Change+2 (+67%)
Value$393 (+$176)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
DECREASED
Shares3 from 17
Change-14 (-82%)
Value$236 (-$995)
Filed 2026-11-05
True Wealth Design, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$158 (+$13)
Filed 2026-10-13
Bailard, Inc.
CLOSED
Shares0 from 5,869
Change-5,869 (-100%)
Value$0 (-$425.2K)
Filed 2026-10-13
Weatherly Asset Management L. P.
CLOSED
Shares0 from 4,924
Change-4,924 (-100%)
Value$0 (-$356.7K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 496
Change-496 (-100%)
Value$0 (-$35.9K)
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 354,551
Change-354,551 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 200,789
Change-200,789 (-100%)
Value—
State Street Corp
N/A
Shares— from 92,835
Change-92,835 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 44,108
Change-44,108 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 38,696
Change-38,696 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 37,370
Change-37,370 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 32,192
Change-32,192 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 31,314
Change-31,314 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 20,701
Change-20,701 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 20,519
Change-20,519 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,396
Change-20,396 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,982
Change-11,982 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 9,643
Change-9,643 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,108
Change-9,108 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,153
Change-8,153 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,703
Change-7,703 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,254
Change-7,254 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 6,396
Change-6,396 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,221
Change-6,221 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 933
Change-933 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 707
Change-707 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 530
Change-530 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 483
Change-483 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 364
Change-364 (-100%)
Value—
FMR LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 158
Change-158 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Quarry LP
N/A
Shares— from 69
Change-69 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 64
Change-64 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 26
Change-26 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Citizens & Northern Corp
INCREASED118,860117,063+1,797+2%$8.5M$9.3M+$863.5K2026-11-06
Geode Capital Management, LLC
DECREASED117,116119,810-2,694-2%$8.7M$9.2M+$527.7K2026-11-06
Hudock, Inc.
INCREASED79,60378,092+1,511+2%$5.7M$6.3M+$600.6K2026-10-14
Dimensional Fund Advisors LP
INCREASED45,45031,639+13,811+44%$2.3M$3.6M+$1.3M2026-11-04
Bank of New York Mellon Corp
INCREASED17,74116,376+1,365+8%$1.2M$1.4M+$208.4K2026-11-05
Cyndeo Wealth Partners, LLC
DECREASED16,27316,381-108-1%$1.2M$1.3M+$92.6K2026-10-16
Strs Ohio
INCREASED11,3009,800+1,500+15%$709.9K$888.3K+$178.4K2026-10-30
Lawood & Co
UNCHANGED10,72610,72600%$777.0K$843.2K+$66.2K2026-10-09
Russell Investments Group, Ltd.
INCREASED9,9782,436+7,542+310%$176.5K$784.4K+$607.9K2026-11-06
Great Lakes Advisors, LLC
DECREASED7,7517,797-46-1%$564.8K$609.3K+$44.5K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED5,3135,105+208+4%$370.0K$418.0K+$48.0K2026-11-02
BankChampaign, National Association
NEW5,074—+5,074——$398.9K—2026-10-19
Creative Planning
NEW4,390—+4,390——$345.1K—2026-11-02
Deutsche Bank Ag\
DECREASED3,9634,510-547-12%$326.7K$311.5K-$15.2K2026-11-06
Commonwealth Equity Services, LLC
UNCHANGED3,6423,64200%$263.8K$286.3K+$22.5K2026-11-02
PNC Financial Services Group, Inc.
DECREASED3,5783,579-10%$259.3K$281.3K+$22.0K2026-11-06
Farther Finance Advisors, LLC
INCREASED2,1852,155+30+1%$156.1K$171.7K+$15.7K2026-10-08
Barclays PLC
DECREASED1,9192,731-812-30%$197.8K$150.9K-$47.0K2026-11-06
Citigroup Inc
DECREASED1,5062,240-734-33%$162.3K$118.4K-$43.9K2026-11-04
IFP Advisors, Inc
INCREASED889168+721+429%$12.2K$69.9K+$57.7K2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED71671600%$51.9K$56.3K+$4.4K2026-10-20
Fifth Third Bancorp
UNCHANGED24024000%$17.4K$18.9K+$1.5K2026-11-05
Gamma Investing LLC
INCREASED162111+51+46%$8.0K$12.7K+$4.7K2026-10-08
Versant Capital Management, Inc
UNCHANGED979700%$7.0K$7.6K+$5982026-10-02
Sterling Capital Management LLC
INCREASED9687+9+10%$6.3K$7.5K+$1.2K2026-10-22
Capital Advisors, Ltd. LLC
UNCHANGED838300%$6.0K$7-$6.0K2026-10-27
US Bancorp \de\
NEW82—+82——$6.4K—2026-11-05
Larson Financial Group LLC
INCREASED6125+36+144%$1.8K$4.8K+$3.0K2026-11-05
Lynch Investment Planning, LLC
NEW51—+51——$4.0K—2026-10-27
Allworth Financial LP
UNCHANGED414100%$3.0K$3.0K$02026-11-06
Bare Financial Services, Inc
UNCHANGED383800%$2.8K$3.0K+$2342026-11-04
Pension & Wealth Management Advisors, Inc.
NEW33—+33——$2.6K—2026-10-16
Fortitude Family Office, LLC
UNCHANGED323200%$2.3K$2.5K+$1982026-10-14
SJS Investment Consulting Inc.
NEW27—+27——$2.1K—2026-10-26
Assetmark, Inc
NEW19—+19——$1.5K—2026-10-21
Essential Partners LLC
UNCHANGED171700%$1.2K$1.3K+$1052026-10-14
Covestor Ltd
INCREASED158+7+88%$1$1$02026-10-30
Root Financial Partners, LLC
NEW9—+9——$707—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED53+2+67%$217$393+$1762026-11-04
Silver Grove Financial Group, Inc.
DECREASED317-14-82%$1.2K$236-$9952026-11-05
True Wealth Design, LLC
UNCHANGED2200%$145$158+$132026-10-13
Bailard, Inc.
CLOSED05,869-5,869-100%$425.2K$0-$425.2K2026-10-13
Weatherly Asset Management L. P.
CLOSED04,924-4,924-100%$356.7K$0-$356.7K2026-10-20
Stone House Investment Management, LLC
CLOSED0496-496-100%$35.9K$0-$35.9K2026-10-23
BlackRock, Inc.
N/A—354,551-354,551-100%$25.7M———
Vanguard Capital Management LLC
N/A—200,789-200,789-100%$14.5M———
State Street Corp
N/A—92,835-92,835-100%$6.7M———
American Century Companies Inc
N/A—44,108-44,108-100%$3.2M———
Charles Schwab Investment Management Inc
N/A—38,696-38,696-100%$2.8M———
Northern Trust Corp
N/A—37,370-37,370-100%$2.7M———
Vanguard Fiduciary Trust Co
N/A—32,192-32,192-100%$2.3M———
Vanguard Portfolio Management LLC
N/A—31,314-31,314-100%$2.3M———
Segall Bryant & Hamill, LLC
N/A—20,701-20,701-100%$1.5M———
De Lisle Partners LLP
N/A—20,519-20,519-100%$1.5M———
Quantinno Capital Management LP
N/A—20,396-20,396-100%$1.5M———
Goldman Sachs Group Inc
N/A—11,982-11,982-100%$868.0K———
Trexquant Investment LP
N/A—9,643-9,643-100%$698.5K———
AQR Capital Management LLC
N/A—9,400-9,400-100%$680.9K———
Marshall Wace, LLP
N/A—9,108-9,108-100%$659.8K———
Wells Fargo & Company
N/A—8,153-8,153-100%$590.6K———
Nuveen, LLC
N/A—7,703-7,703-100%$558.0K———
Citadel Advisors LLC
N/A—7,254-7,254-100%$525.5K———
Bank of America Corp
N/A—6,828-6,828-100%$494.6K———
Squarepoint Ops LLC
N/A—6,560-6,560-100%$475.2K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—6,396-6,396-100%$463.3K———
Raymond James Financial Inc
N/A—6,221-6,221-100%$450.7K———
Morgan Stanley
N/A—6,166-6,166-100%$446.7K———
Rhumbline Advisers
N/A—5,749-5,749-100%$416.9K———
Bridgeway Capital Management, LLC
N/A—5,192-5,192-100%$376.1K———
Invesco Ltd.
N/A—4,846-4,846-100%$351.0K———
Price T Rowe Associates Inc
N/A—3,850-3,850-100%$279.0K———
Millennium Management LLC
N/A—3,609-3,609-100%$261.4K———
UBS Group AG
N/A—2,684-2,684-100%$194.4K———
MetLife Investment Management, LLC
N/A—2,658-2,658-100%$192.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,131-2,131-100%$154.4K———
JPMorgan Chase & Co
N/A—2,062-2,062-100%$147.5K———
New York State Common Retirement Fund
N/A—1,868-1,868-100%$135.3K———
Vanguard Global Advisers, LLC
N/A—1,793-1,793-100%$129.9K———
Police & Firemen's Retirement System of New Jersey
N/A—1,448-1,448-100%$104.9K———
Royal Bank of Canada
N/A—1,348-1,348-100%$98.0K———
BNP Paribas Financial Markets
N/A—933-933-100%$67.6K———
Federation des caisses Desjardins du Quebec
N/A—707-707-100%$50.7K———
Tower Research Capital LLC (TRC)
N/A—530-530-100%$38.4K———
Legal & General Group Plc
N/A—483-483-100%$35.0K———
Ameritas Investment Partners, Inc.
N/A—364-364-100%$26.4K———
FMR LLC
N/A—360-360-100%$26.1K———
Arax Advisory Partners
N/A—158-158-100%$11.4K———
Osaic Holdings, Inc.
N/A—70-70-100%$5.1K———
Quarry LP
N/A—69-69-100%$5.0K———
California State Teachers Retirement System
N/A—64-64-100%$4.6K———
UBS Asset Management Americas LLC
N/A—55-55-100%$4.0K———
Brown Brothers Harriman & Co
N/A—26-26-100%$1.9K———
Optiver Holding B.V.
N/A—16-16-100%$1.2K———
Smartleaf Asset Management LLC
N/A—11-11-100%$818———
Rothschild Investment LLC
N/A—6-6-100%$435———
Showing 95 of 95 institutions