| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.07M (8.21%) | -91.88K Decreased by -8.57% | Jun 30, 25 |
| 2 | Nicolet Bankshares Inc | 887.28K (6.80%) | -1.06K Decreased by -0.12% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 748.95K (5.74%) | 3.68K Increased by +0.49% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 631.92K (4.84%) | -11.94K Decreased by -1.89% | Jun 30, 25 |
| 5 | First Trust Advisors L.P. | 519.01K (3.98%) | 174.36K Increased by +33.59% | Jun 30, 25 |
| 6 | State Street Corp | 402.09K (3.08%) | 10.85K Increased by +2.70% | Jun 30, 25 |
| 7 | State Street Corporation | 364.46K (2.79%) | 20.57K Increased by +5.64% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 329.21K (2.52%) | 11.00 Increased by +0.00% | Jun 30, 25 |
| 9 | AllianceBernstein L.P. | 282.37K (2.16%) | -37.14K Decreased by -13.15% | Jun 30, 25 |
| 10 | FMR Inc | 269.75K (2.07%) | -217.47K Decreased by -80.62% | Jun 30, 25 |
| 11 | Manufacturers Life Insurance Co | 224.70K (1.72%) | -9.83K Decreased by -4.37% | Jun 30, 25 |
| 12 | American Century Companies Inc | 184.28K (1.41%) | 152.82K Increased by +82.93% | Jun 30, 25 |
| 13 | HHG PLC | 163.31K (1.25%) | -3.12K Decreased by -1.91% | Jun 30, 25 |
| 14 | Boston Partners Global Investors, Inc | 141.86K (1.09%) | 2.78K Increased by +1.96% | Jun 30, 25 |
| 15 | Northern Trust Corp | 133.14K (1.02%) | 979.00 Increased by +0.74% | Jun 30, 25 |
| 16 | Charles Schwab Investment Management Inc | 110.46K (0.85%) | -2.62K Decreased by -2.37% | Jun 30, 25 |
| 17 | JPMorgan Chase & Co | 76.39K (0.59%) | 10.75K Increased by +14.07% | Dec 31, 24 |
| 18 | Oberweis Asset Management Inc | 60.20K (0.46%) | 5.00K Increased by +8.31% | Jun 30, 25 |
| 19 | Bank of New York Mellon Corp | 60.00K (0.46%) | 1.94K Increased by +3.23% | Jun 30, 25 |
| 20 | Bridgeway Capital Management, LLC | 54.37K (0.42%) | 2.52K Increased by +4.63% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 456.45K (3.50%) | 485.00 Increased by +0.11% | Aug 28, 25 |
| 2 | Vanguard US Total Market Shares ETF | 394.84K (3.02%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 390.99K (2.99%) | -8.21K Decreased by -2.10% | Jul 31, 25 |
| 4 | iShares Russell 2000 ETF | 326.41K (2.50%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | Fidelity® Low-Priced Stock | 199.84K (1.53%) | -208.00 Decreased by -0.10% | Oct 31, 23 |
| 6 | Janus Henderson Small Cap Value L | 149.24K (1.14%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 141.80K (1.09%) | -63.33K Decreased by -44.66% | Jul 31, 25 |
| 8 | Fidelity Global Bargain Growth Stocks MF | 137.50K (1.05%) | 78.20K Increased by +56.87% | Aug 21, 23 |
| 9 | Fidelity Small Cap Index | 134.86K (1.03%) | -3.35K Decreased by -2.48% | Jun 30, 25 |
| 10 | Fidelity® Small Cap Index | 124.02K (0.95%) | 3.32K Increased by +2.68% | Oct 31, 23 |
| 11 | Fidelity Low-Priced Stock | 121.00K (0.93%) | -324.00 Decreased by -0.27% | Jun 30, 25 |
| 12 | JHancock Regional Bank A | 111.13K (0.85%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | DFA US Targeted Value I | 103.99K (0.80%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 14 | American Century Small Cap Value Inv | 100.00K (0.77%) | 100.00K Increased by +100.00% | Jun 30, 25 |
| 15 | American Century U.S. Small Cap Value | 100.00K (0.77%) | 100.00K Increased by +100.00% | Jun 30, 25 |
| 16 | John Hancock Financial Opportunities Fund | 89.09K (0.68%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | iShares Russell 2000 Value ETF | 85.25K (0.65%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | JH Financial Opportunities | 84.10K (0.64%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Fidelity Global Value Growth Eq MF | 83.70K (0.64%) | -16.60K Decreased by -19.83% | Feb 20, 25 |
| 20 | Dimensional US Targeted Value ETF | 83.57K (0.64%) | 0.00 Increased by 0.00% | Aug 29, 25 |