As of the latest SEC filings, CITIZENS FINANCIAL SERVICES INC (CZFS) is held by 127 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $8,561,794.95 in market value, representing a significant portion of its portfolio.
Funds holding CITIZENS FINANCIAL SERVICES INC (CZFS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CZFS
- CIK:
- 0000739421
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $8,561,794.95 | 140,013 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $7,180,233.00 | 117,420 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,400,673.80 | 55,612 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,860,200.60 | 45,285 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,207,943.05 | 36,107 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.01% | $1,795,133.34 | 29,889 | Feb 28, 2026 | Apr 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,547,866.32 | 25,772 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,403,422.02 | 23,367 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,346,545.20 | 22,420 | Feb 28, 2026 | Apr 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.06% | $704,448.00 | 11,520 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $626,231.40 | 9,915 | Apr 30, 2026 | Jun 25, 2026 |
|
SMLV
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
|
ETF | State Street (SPDR) | 0.21% | $565,209.45 | 9,243 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $507,026.52 | 8,442 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $461,804.80 | 7,552 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $416,456.04 | 6,934 | Feb 28, 2026 | Apr 24, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.02% | $416,155.74 | 6,929 | Feb 28, 2026 | Apr 29, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.01% | $374,791.44 | 5,934 | Apr 30, 2026 | Jun 24, 2026 |
|
NWHHX
Nationwide Bailard Small Cap Value Fund
|
MF | Independent / Boutique | 0.28% | $345,422.04 | 5,469 | Apr 30, 2026 | Jun 23, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.01% | $336,753.05 | 5,507 | Mar 31, 2026 | May 26, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.02% | $324,951.10 | 5,314 | Mar 31, 2026 | May 26, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $321,421.24 | 5,089 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $293,694.00 | 4,650 | Apr 30, 2026 | Jun 29, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $233,287.25 | 3,815 | Mar 31, 2026 | May 28, 2026 |
|
DHS
WisdomTree U.S. High Dividend Fund
|
ETF | WisdomTree | 0.02% | $215,248.00 | 3,520 | Mar 31, 2026 | Jun 1, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $212,912.70 | 3,545 | Feb 28, 2026 | Apr 24, 2026 |
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