| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 703.01K (7.96%) | -26.41K Decreased by -3.76% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 585.90K (6.63%) | 3.99K Increased by +0.68% | Jun 30, 25 |
| 3 | State Street Corp | 243.26K (2.75%) | -2.01K Decreased by -0.83% | Mar 31, 25 |
| 4 | Geode Capital Management, LLC | 226.11K (2.56%) | 7.55K Increased by +3.34% | Mar 31, 25 |
| 5 | State Street Corporation | 222.19K (2.52%) | 13.63K Increased by +6.13% | Mar 31, 24 |
| 6 | Associated Banc-Corp | 180.96K (2.05%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | Merit Financial Group, LLC | 177.98K (2.01%) | 14.72K Increased by +8.27% | Jun 30, 25 |
| 8 | BMO Capital Markets Corp. | 103.69K (1.17%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Bank of Montreal | 103.69K (1.17%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Northern Trust Corp | 91.83K (1.04%) | -3.81K Decreased by -4.15% | Mar 31, 25 |
| 11 | American Century Companies Inc | 84.04K (0.95%) | 1.62K Increased by +1.93% | Jun 30, 25 |
| 12 | Dimensional Fund Advisors, Inc. | 75.52K (0.85%) | 33.22K Increased by +43.99% | Jun 30, 25 |
| 13 | Charles Schwab Investment Management Inc | 75.18K (0.85%) | 477.00 Increased by +0.63% | Jun 30, 25 |
| 14 | NICOLET ADVISORY SERVICES, LLC | 72.83K (0.82%) | 128.00 Increased by +0.18% | Mar 31, 25 |
| 15 | Synovus Financial Corp | 59.45K (0.67%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Creative Planning Inc | 57.16K (0.65%) | 2.17K Increased by +3.79% | Jun 30, 25 |
| 17 | Stifel Financial Corp | 44.52K (0.50%) | -500.00 Decreased by -1.12% | Jun 30, 25 |
| 18 | Bank of New York Mellon Corp | 39.86K (0.45%) | -115.00 Decreased by -0.29% | Mar 31, 25 |
| 19 | Wealthcare Advisory Partners LLC | 37.97K (0.43%) | 14.73K Increased by +38.80% | Jun 30, 25 |
| 20 | JPMorgan Chase & Co | 32.88K (0.37%) | -15.62K Decreased by -47.51% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 296.08K (3.35%) | -6.17K Decreased by -2.08% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 291.75K (3.30%) | 490.00 Increased by +0.17% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 220.55K (2.50%) | -2.46K Decreased by -1.11% | Aug 29, 25 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 96.51K (1.09%) | -43.30K Decreased by -44.86% | Jul 31, 25 |
| 5 | Fidelity Small Cap Index | 91.51K (1.04%) | -6.18K Decreased by -6.75% | Jun 30, 25 |
| 6 | Fidelity® Small Cap Index | 87.33K (0.99%) | 1.01K Increased by +1.15% | Sep 30, 23 |
| 7 | iShares Russell 2000 Value ETF | 67.58K (0.77%) | -150.00 Decreased by -0.22% | Aug 29, 25 |
| 8 | State St Russell Sm/Mid Cp® Indx SL Cl I | 57.61K (0.65%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | State St Russell Sm/Mid Cp® Indx NL Cl C | 56.21K (0.64%) | 247.00 Increased by +0.44% | Apr 30, 25 |
| 10 | Avantis US Small Cap Value ETF | 50.29K (0.57%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 11 | Fidelity Extended Market Index | 48.24K (0.55%) | 2.05K Increased by +4.24% | Jul 31, 25 |
| 12 | Vanguard Dividend Appreciation ETF | 47.97K (0.54%) | 96.00 Increased by +0.20% | Jul 31, 25 |
| 13 | Fidelity® Extended Market Index | 44.93K (0.51%) | 735.00 Increased by +1.64% | Oct 31, 23 |
| 14 | Vanguard Russell 2000 ETF | 43.71K (0.49%) | -3.04K Decreased by -6.95% | Jul 31, 25 |
| 15 | Schwab US Small-Cap ETF™ | 42.44K (0.48%) | 105.00 Increased by +0.25% | Aug 30, 25 |
| 16 | State St Russell Sm Cap® Indx SL Cl I | 32.94K (0.37%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | NT R2000 Value Index Fund - NL | 23.51K (0.27%) | -558.00 Decreased by -2.37% | Dec 31, 24 |
| 18 | Schwab Small Cap Index | 23.40K (0.26%) | 270.00 Increased by +1.15% | Jul 31, 25 |
| 19 | Avantis US Small Cap Equity ETF | 23.21K (0.26%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 20 | NT R2000 Index Fund - NL | 22.22K (0.25%) | -1.15K Decreased by -5.19% | Jun 30, 25 |