| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 729.42K (8.13%) | -6.77K Decreased by -0.93% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 518.34K (5.78%) | 10.79K Increased by +2.08% | Dec 31, 24 |
| 3 | State Street Corp | 245.28K (2.73%) | 7.05K Increased by +2.87% | Dec 31, 24 |
| 4 | State Street Corporation | 222.19K (2.48%) | 13.63K Increased by +6.13% | Mar 31, 24 |
| 5 | Geode Capital Management, LLC | 218.56K (2.44%) | -3.64K Decreased by -1.67% | Dec 31, 24 |
| 6 | Associated Banc-Corp | 180.96K (2.02%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | Merit Financial Group, LLC | 163.26K (1.82%) | -16.55K Decreased by -10.14% | Mar 31, 25 |
| 8 | BMO Capital Markets Corp. | 103.69K (1.16%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Bank of Montreal | 103.69K (1.16%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Northern Trust Corp | 95.64K (1.07%) | 5.10K Increased by +5.33% | Dec 31, 24 |
| 11 | Charles Schwab Investment Management Inc | 75.56K (0.84%) | 693.00 Increased by +0.92% | Dec 31, 24 |
| 12 | NICOLET ADVISORY SERVICES, LLC | 72.70K (0.81%) | -1.97K Decreased by -2.72% | Dec 31, 24 |
| 13 | American Century Companies Inc | 63.29K (0.71%) | 18.86K Increased by +29.80% | Dec 31, 24 |
| 14 | Synovus Financial Corp | 59.45K (0.66%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | Creative Planning Inc | 52.75K (0.59%) | 52.75K Increased by +100.00% | Dec 31, 24 |
| 16 | JPMorgan Chase & Co | 48.50K (0.54%) | 770.00 Increased by +1.59% | Dec 31, 24 |
| 17 | Stifel Financial Corp | 45.02K (0.50%) | -2.81K Decreased by -6.25% | Dec 31, 24 |
| 18 | Bank of New York Mellon Corp | 39.98K (0.45%) | 1.34K Increased by +3.34% | Dec 31, 24 |
| 19 | Goldman Sachs Group Inc | 31.82K (0.35%) | 5.76K Increased by +18.10% | Dec 31, 24 |
| 20 | F/m investments, LLC | 31.00K (0.35%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 295.77K (3.30%) | 3.03K Increased by +1.02% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 291.75K (3.25%) | 490.00 Increased by +0.17% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 237.56K (2.65%) | 40.00 Increased by +0.02% | Apr 30, 25 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 143.50K (1.60%) | 4.86K Increased by +3.39% | Mar 31, 25 |
| 5 | Fidelity Small Cap Index | 93.92K (1.05%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | iShares Russell 2000 Value ETF | 90.33K (1.01%) | -305.00 Decreased by -0.34% | Apr 30, 25 |
| 7 | Fidelity® Small Cap Index | 87.33K (0.97%) | 1.01K Increased by +1.15% | Sep 30, 23 |
| 8 | State St Russell Sm/Mid Cp® Indx NL Cl C | 55.97K (0.62%) | -2.60K Decreased by -4.65% | Mar 31, 25 |
| 9 | State St Russell Sm/Mid Cp® Indx SL Cl I | 55.97K (0.62%) | -2.60K Decreased by -4.65% | Mar 31, 25 |
| 10 | Avantis US Small Cap Value ETF | 51.37K (0.57%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | Fidelity Extended Market Index | 49.69K (0.55%) | 578.00 Increased by +1.16% | Mar 31, 25 |
| 12 | Vanguard Dividend Appreciation ETF | 47.63K (0.53%) | 47.63K Increased by +100.00% | Mar 31, 25 |
| 13 | Vanguard Russell 2000 ETF | 45.27K (0.50%) | 650.00 Increased by +1.44% | Mar 31, 25 |
| 14 | Fidelity® Extended Market Index | 44.93K (0.50%) | 735.00 Increased by +1.64% | Oct 31, 23 |
| 15 | Schwab US Small-Cap ETF™ | 42.64K (0.48%) | -21.00 Decreased by -0.05% | Apr 30, 25 |
| 16 | State St Russell Sm Cap® Indx SL Cl I | 32.94K (0.37%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Schwab Small Cap Index | 23.56K (0.26%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | NT R2000 Value Index Fund - NL | 23.51K (0.26%) | -558.00 Decreased by -2.37% | Dec 31, 24 |
| 19 | NT R2000 Index Fund - NL | 23.37K (0.26%) | 113.00 Increased by +0.48% | Mar 31, 25 |
| 20 | iShares Micro-Cap ETF | 21.06K (0.23%) | 0.00 Increased by 0.00% | Apr 30, 25 |