Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 1.02M (7.57%) | 29.28K Increased by +2.87% | Jun 30, 24 |
2 | Nicolet Bankshares Inc | 869.75K (6.46%) | -15.30K Decreased by -1.76% | Sep 30, 24 |
3 | Vanguard Group Inc | 739.10K (5.49%) | 18.48K Increased by +2.50% | Sep 30, 24 |
4 | Dimensional Fund Advisors, Inc. | 619.92K (4.60%) | 32.43K Increased by +5.23% | Sep 30, 24 |
5 | FMR Inc | 589.77K (4.38%) | 2.65K Increased by +0.45% | Sep 30, 24 |
6 | State Street Corp | 381.75K (2.84%) | 13.77K Increased by +3.61% | Sep 30, 24 |
7 | State Street Corporation | 364.46K (2.71%) | 20.57K Increased by +5.64% | Mar 31, 24 |
8 | AllianceBernstein L.P. | 352.50K (2.62%) | 19.76K Increased by +5.61% | Sep 30, 24 |
9 | Geode Capital Management, LLC | 303.39K (2.25%) | 4.91K Increased by +1.62% | Sep 30, 24 |
10 | Manufacturers Life Insurance Co | 234.98K (1.75%) | -6.10K Decreased by -2.60% | Sep 30, 24 |
11 | HHG PLC | 171.52K (1.27%) | -63.82K Decreased by -37.21% | Sep 30, 24 |
12 | Northern Trust Corp | 133.15K (0.99%) | -248.00 Decreased by -0.19% | Sep 30, 24 |
13 | Charles Schwab Investment Management Inc | 116.41K (0.86%) | 3.65K Increased by +3.14% | Sep 30, 24 |
14 | Goldman Sachs Group Inc | 79.57K (0.59%) | 23.93K Increased by +30.08% | Sep 30, 24 |
15 | Bank of New York Mellon Corp | 57.30K (0.43%) | -8.69K Decreased by -15.16% | Sep 30, 24 |
16 | Bridgeway Capital Management, LLC | 54.37K (0.40%) | 2.52K Increased by +4.63% | Jun 30, 24 |
17 | Morgan Stanley - Brokerage Accounts | 53.84K (0.40%) | 2.50K Increased by +4.65% | Sep 30, 24 |
18 | Oberweis Asset Management Inc | 46.40K (0.34%) | 46.40K Increased by +100.00% | Sep 30, 24 |
19 | NorthStar Asset Management, Inc. | 45.54K (0.34%) | 997.00 Increased by +2.19% | Sep 30, 24 |
20 | Advisory Research Inc | 44.57K (0.33%) | 633.00 Increased by +1.42% | Sep 30, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | iShares Russell 2000 ETF | 405.85K (3.01%) | 0.00 Increased by 0.00% | Nov 30, 24 |
2 | Vanguard Total Stock Mkt Idx Inv | 395.46K (2.94%) | 619.00 Increased by +0.16% | Oct 31, 24 |
3 | Fidelity Low-Priced Stock | 216.84K (1.61%) | 7.08K Increased by +3.26% | Sep 30, 24 |
4 | Vanguard Institutional Extnd Mkt Idx Tr | 204.42K (1.52%) | -1.65K Decreased by -0.81% | Oct 31, 24 |
5 | Fidelity® Low-Priced Stock | 199.84K (1.48%) | -208.00 Decreased by -0.10% | Oct 31, 23 |
6 | Janus Henderson Small Cap Value L | 157.38K (1.17%) | 0.00 Increased by 0.00% | Sep 30, 24 |
7 | Fidelity Global Value Growth Eq MF | 147.20K (1.09%) | 9.70K Increased by +6.59% | Feb 20, 24 |
8 | Fidelity Global Bargain Growth Stocks MF | 137.50K (1.02%) | 78.20K Increased by +56.87% | Aug 21, 23 |
9 | Fidelity Small Cap Index | 135.29K (1.00%) | -481.00 Decreased by -0.36% | Sep 30, 24 |
10 | Fidelity® Small Cap Index | 124.02K (0.92%) | 3.32K Increased by +2.68% | Oct 31, 23 |
11 | JHancock Regional Bank A | 120.38K (0.89%) | -1.39K Decreased by -1.16% | Oct 31, 24 |
12 | iShares Russell 2000 Value ETF | 106.36K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 24 |
13 | DFA US Targeted Value I | 103.99K (0.77%) | 0.00 Increased by 0.00% | Oct 31, 24 |
14 | JH Financial Opportunities | 89.09K (0.66%) | 0.00 Increased by 0.00% | Oct 31, 24 |
15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 86.19K (0.64%) | 0.00 Increased by 0.00% | Nov 30, 24 |
16 | Fidelity® Series Intrinsic Opps | 79.80K (0.59%) | 0.00 Increased by 0.00% | Oct 31, 23 |
17 | Strategic Advisers Fidelity US TtlStk | 76.30K (0.57%) | 7.10K Increased by +9.31% | Oct 31, 24 |
18 | AB Small Cap Value Advisor | 76.17K (0.57%) | 1.01K Increased by +1.33% | Oct 31, 24 |
19 | Fidelity Extended Market Index | 73.22K (0.54%) | -3.56K Decreased by -4.86% | Oct 31, 24 |
20 | Dimensional US Targeted Value ETF | 69.59K (0.52%) | 94.00 Increased by +0.14% | Nov 29, 24 |