| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 703.01K (7.89%) | -26.41K Decreased by -3.76% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 581.91K (6.53%) | 63.57K Increased by +10.92% | Mar 31, 25 |
| 3 | State Street Corp | 243.26K (2.73%) | -2.01K Decreased by -0.83% | Mar 31, 25 |
| 4 | Geode Capital Management, LLC | 226.11K (2.54%) | 7.55K Increased by +3.34% | Mar 31, 25 |
| 5 | State Street Corporation | 222.19K (2.49%) | 13.63K Increased by +6.13% | Mar 31, 24 |
| 6 | Associated Banc-Corp | 180.96K (2.03%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | Merit Financial Group, LLC | 163.26K (1.83%) | -16.55K Decreased by -10.14% | Mar 31, 25 |
| 8 | BMO Capital Markets Corp. | 103.69K (1.16%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Bank of Montreal | 103.69K (1.16%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Northern Trust Corp | 91.83K (1.03%) | -3.81K Decreased by -4.15% | Mar 31, 25 |
| 11 | American Century Companies Inc | 82.42K (0.92%) | 19.13K Increased by +23.21% | Mar 31, 25 |
| 12 | Charles Schwab Investment Management Inc | 74.71K (0.84%) | -857.00 Decreased by -1.15% | Mar 31, 25 |
| 13 | NICOLET ADVISORY SERVICES, LLC | 72.83K (0.82%) | 128.00 Increased by +0.18% | Mar 31, 25 |
| 14 | Synovus Financial Corp | 59.45K (0.67%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Creative Planning Inc | 54.99K (0.62%) | 2.25K Increased by +4.08% | Mar 31, 25 |
| 16 | Stifel Financial Corp | 45.02K (0.51%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Dimensional Fund Advisors, Inc. | 42.29K (0.47%) | 12.05K Increased by +28.48% | Mar 31, 25 |
| 18 | Bank of New York Mellon Corp | 39.86K (0.45%) | -115.00 Decreased by -0.29% | Mar 31, 25 |
| 19 | JPMorgan Chase & Co | 32.88K (0.37%) | -15.62K Decreased by -47.51% | Mar 31, 25 |
| 20 | Goldman Sachs Group Inc | 31.82K (0.36%) | 5.76K Increased by +18.10% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 299.94K (3.36%) | 521.00 Increased by +0.17% | May 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 291.75K (3.27%) | 490.00 Increased by +0.17% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 240.59K (2.70%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 145.12K (1.63%) | 1.28K Increased by +0.88% | May 31, 25 |
| 5 | Fidelity Small Cap Index | 96.24K (1.08%) | 2.32K Increased by +2.41% | Mar 31, 25 |
| 6 | Fidelity® Small Cap Index | 87.33K (0.98%) | 1.01K Increased by +1.15% | Sep 30, 23 |
| 7 | iShares Russell 2000 Value ETF | 87.16K (0.98%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | State St Russell Sm/Mid Cp® Indx SL Cl I | 56.71K (0.64%) | 500.00 Increased by +0.88% | May 31, 25 |
| 9 | State St Russell Sm/Mid Cp® Indx NL Cl C | 56.21K (0.63%) | 247.00 Increased by +0.44% | Apr 30, 25 |
| 10 | Avantis US Small Cap Value ETF | 51.17K (0.57%) | 0.00 Increased by 0.00% | May 31, 25 |
| 11 | Fidelity Extended Market Index | 50.50K (0.57%) | 806.00 Increased by +1.60% | Apr 30, 25 |
| 12 | Vanguard Russell 2000 ETF | 48.95K (0.55%) | 424.00 Increased by +0.87% | May 31, 25 |
| 13 | Vanguard Dividend Appreciation ETF | 48.21K (0.54%) | 36.00 Increased by +0.07% | May 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™ | 42.48K (0.48%) | -111.00 Decreased by -0.26% | May 31, 25 |
| 16 | State St Russell Sm Cap® Indx SL Cl I | 32.94K (0.37%) | 0.00 Increased by 0.00% | May 31, 25 |
| 17 | Schwab Small Cap Index | 24.35K (0.27%) | 266.00 Increased by +1.09% | May 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 | Avantis US Small Cap Equity ETF | 20.40K (0.23%) | 22.00 Increased by +0.11% | May 31, 25 |