| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 989.86K (8.16%) | -28.34K Decreased by -2.86% | Mar 31, 24 |
| 2 | Nicolet Bankshares Inc | 900.74K (7.42%) | -8.74K Decreased by -0.97% | Mar 31, 24 |
| 3 | Vanguard Group Inc | 705.94K (5.82%) | 8.21K Increased by +1.16% | Mar 31, 24 |
| 4 | FMR Inc | 587.15K (4.84%) | 28.64K Increased by +4.88% | Mar 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 570.54K (4.70%) | 28.45K Increased by +4.99% | Mar 31, 24 |
| 6 | State Street Corporation | 364.46K (3.00%) | 20.57K Increased by +5.64% | Mar 31, 24 |
| 7 | AllianceBernstein L.P. | 332.96K (2.74%) | 30.57K Increased by +9.18% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 285.52K (2.35%) | 10.01K Increased by +3.51% | Mar 31, 24 |
| 9 | Manufacturers Life Insurance Co | 256.16K (2.11%) | -18.20K Decreased by -7.10% | Mar 31, 24 |
| 10 | HHG PLC | 163.92K (1.35%) | 157.57K Increased by +96.12% | Mar 31, 24 |
| 11 | Northern Trust Corp | 137.26K (1.13%) | 329.00 Increased by +0.24% | Mar 31, 24 |
| 12 | Charles Schwab Investment Management Inc | 112.76K (0.93%) | 11.10K Increased by +9.84% | Mar 31, 24 |
| 13 | Empowered Funds, LLC | 67.37K (0.56%) | 36.13K Increased by +53.64% | Mar 31, 24 |
| 14 | Bank of New York Mellon Corp | 61.98K (0.51%) | -3.48K Decreased by -5.62% | Mar 31, 24 |
| 15 | N.E.W. Advisory Services LLC | 56.16K (0.46%) | -17.39K Decreased by -30.98% | Mar 31, 24 |
| 16 | Bridgeway Capital Management, LLC | 51.85K (0.43%) | 2.45K Increased by +4.72% | Mar 31, 24 |
| 17 | Goldman Sachs Group Inc | 51.19K (0.42%) | -52.86K Decreased by -103.27% | Mar 31, 24 |
| 18 | Wealth Enhancement Advisory Services, LLC | 45.36K (0.37%) | 3.90K Increased by +8.61% | Mar 31, 24 |
| 19 | NorthStar Asset Management, Inc. | 44.62K (0.37%) | 1.59K Increased by +3.56% | Mar 31, 24 |
| 20 | Advisory Research Inc | 43.94K (0.36%) | 1.68K Increased by +3.81% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 394.39K (3.25%) | 0.00 Increased by 0.00% | May 31, 24 |
| 2 | iShares Russell 2000 ETF | 305.68K (2.52%) | 2.33K Increased by +0.76% | May 30, 24 |
| 3 | Janus Henderson Small Cap Value L | 221.61K (1.83%) | 68.75K Increased by +31.02% | Apr 30, 24 |
| 4 | Fidelity Low-Priced Stock | 197.96K (1.63%) | -604.00 Decreased by -0.31% | Mar 31, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 194.17K (1.60%) | 4.08K Increased by +2.10% | May 31, 24 |
| 6 | Fidelity Global Value Growth Eq MF | 147.20K (1.21%) | 9.70K Increased by +6.59% | Feb 20, 24 |
| 7 | Fidelity Small Cap Index | 130.32K (1.07%) | -1.82K Decreased by -1.40% | Mar 31, 24 |
| 8 | JHancock Regional Bank A | 129.25K (1.06%) | -3.53K Decreased by -2.73% | Apr 30, 24 |
| 9 | iShares Russell 2000 Value ETF | 119.65K (0.99%) | -158.00 Decreased by -0.13% | May 30, 24 |
| 10 | DFA US Targeted Value I | 100.02K (0.82%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 11 | JH Financial Opportunities | 89.09K (0.73%) | -1.29K Decreased by -1.45% | Apr 30, 24 |
| 12 | State St Russell Sm/Mid Cp® Indx NL Cl C | 80.49K (0.66%) | 1.10K Increased by +1.37% | May 31, 24 |
| 13 | Fidelity Series Intrinsic Opps | 79.80K (0.66%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 14 | Strategic Advisers Fidelity US TtlStk | 76.60K (0.63%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | Fidelity Extended Market Index | 73.42K (0.60%) | -665.00 Decreased by -0.91% | Apr 30, 24 |
| 16 | DFA US Small Cap I | 65.53K (0.54%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | AB Small Cap Value Advisor | 64.89K (0.53%) | 5.45K Increased by +8.40% | Apr 30, 24 |
| 18 | DFA US Micro Cap I | 64.17K (0.53%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | Dimensional US Targeted Value ETF | 61.27K (0.50%) | 0.00 Increased by 0.00% | May 31, 24 |
| 20 | Schwab US Small-Cap ETF™ | 61.08K (0.50%) | 0.00 Increased by 0.00% | May 31, 24 |