| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.08M (7.88%) | 55.93K Increased by +5.20% | Sep 30, 24 |
| 2 | Nicolet Bankshares Inc | 869.75K (6.38%) | -15.30K Decreased by -1.76% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 739.10K (5.42%) | 18.48K Increased by +2.50% | Sep 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 619.92K (4.55%) | 32.43K Increased by +5.23% | Sep 30, 24 |
| 5 | FMR Inc | 589.77K (4.32%) | 2.65K Increased by +0.45% | Sep 30, 24 |
| 6 | State Street Corp | 381.75K (2.80%) | 13.77K Increased by +3.61% | Sep 30, 24 |
| 7 | State Street Corporation | 364.46K (2.67%) | 20.57K Increased by +5.64% | Mar 31, 24 |
| 8 | AllianceBernstein L.P. | 352.50K (2.58%) | 19.76K Increased by +5.61% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 303.39K (2.22%) | 4.91K Increased by +1.62% | Sep 30, 24 |
| 10 | Manufacturers Life Insurance Co | 234.98K (1.72%) | -6.10K Decreased by -2.60% | Sep 30, 24 |
| 11 | HHG PLC | 171.52K (1.26%) | -63.82K Decreased by -37.21% | Sep 30, 24 |
| 12 | Northern Trust Corp | 133.15K (0.98%) | -248.00 Decreased by -0.19% | Sep 30, 24 |
| 13 | Charles Schwab Investment Management Inc | 116.41K (0.85%) | 3.65K Increased by +3.14% | Sep 30, 24 |
| 14 | Goldman Sachs Group Inc | 79.57K (0.58%) | 23.93K Increased by +30.08% | Sep 30, 24 |
| 15 | Bank of New York Mellon Corp | 57.30K (0.42%) | -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 (0.39%) | 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 (0.33%) | 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 | Vanguard Total Stock Mkt Idx Inv | 389.55K (2.86%) | -17.00 Decreased by -0.00% | Dec 31, 24 |
| 2 | iShares Russell 2000 ETF | 385.99K (2.83%) | -1.48K Decreased by -0.38% | Dec 31, 24 |
| 3 | Fidelity Low-Priced Stock | 215.12K (1.58%) | -1.72K Decreased by -0.80% | Oct 31, 24 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 203.02K (1.49%) | -2.54K Decreased by -1.25% | Dec 31, 24 |
| 5 | Fidelity® Low-Priced Stock | 199.84K (1.47%) | -208.00 Decreased by -0.10% | Oct 31, 23 |
| 6 | Janus Henderson Small Cap Value L | 165.61K (1.21%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 7 | Fidelity Global Value Growth Eq MF | 147.20K (1.08%) | 9.70K Increased by +6.59% | Feb 20, 24 |
| 8 | Fidelity Global Bargain Growth Stocks MF | 137.50K (1.01%) | 78.20K Increased by +56.87% | Aug 21, 23 |
| 9 | Fidelity Small Cap Index | 136.29K (1.00%) | 1.01K Increased by +0.74% | Oct 31, 24 |
| 10 | Fidelity® Small Cap Index | 124.02K (0.91%) | 3.32K Increased by +2.68% | Oct 31, 23 |
| 11 | JHancock Regional Bank A | 118.03K (0.87%) | -2.36K Decreased by -2.00% | Nov 30, 24 |
| 12 | DFA US Targeted Value I | 103.99K (0.76%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 13 | iShares Russell 2000 Value ETF | 101.83K (0.75%) | -2.86K Decreased by -2.80% | Dec 31, 24 |
| 14 | JH Financial Opportunities | 89.09K (0.65%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 84.49K (0.62%) | -1.70K Decreased by -2.01% | Dec 31, 24 |
| 16 | Fidelity® Series Intrinsic Opps | 79.80K (0.59%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | AB Small Cap Value Advisor | 76.17K (0.56%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 18 | Fidelity Extended Market Index | 72.74K (0.53%) | -480.00 Decreased by -0.66% | Nov 30, 24 |
| 19 | SPDR® S&P Regional Banking ETF | 71.77K (0.53%) | 172.00 Increased by +0.24% | Dec 31, 24 |
| 20 | Dimensional US Targeted Value ETF | 70.44K (0.52%) | 0.00 Increased by 0.00% | Dec 31, 24 |