Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 1.09M (8.08%) | 19.28K Increased by +1.76% | Dec 31, 24 |
2 | Nicolet Bankshares Inc | 842.38K (6.22%) | -27.37K Decreased by -3.25% | Dec 31, 24 |
3 | Vanguard Group Inc | 737.12K (5.44%) | -1.98K Decreased by -0.27% | Dec 31, 24 |
4 | Dimensional Fund Advisors, Inc. | 641.74K (4.74%) | 21.82K Increased by +3.40% | Dec 31, 24 |
5 | FMR Inc | 510.02K (3.77%) | -79.75K Decreased by -15.64% | Dec 31, 24 |
6 | State Street Corp | 417.60K (3.08%) | 35.84K Increased by +8.58% | Dec 31, 24 |
7 | State Street Corporation | 364.46K (2.69%) | 20.57K Increased by +5.64% | Mar 31, 24 |
8 | AllianceBernstein L.P. | 350.69K (2.59%) | -1.81K Decreased by -0.52% | Dec 31, 24 |
9 | Geode Capital Management, LLC | 303.75K (2.24%) | 357.00 Increased by +0.12% | Dec 31, 24 |
10 | Manufacturers Life Insurance Co | 232.49K (1.72%) | -2.49K Decreased by -1.07% | Dec 31, 24 |
11 | HHG PLC | 180.22K (1.33%) | 8.70K Increased by +4.83% | Dec 31, 24 |
12 | Northern Trust Corp | 134.75K (0.99%) | 1.61K Increased by +1.19% | Dec 31, 24 |
13 | Charles Schwab Investment Management Inc | 127.92K (0.94%) | 11.52K Increased by +9.00% | Dec 31, 24 |
14 | Goldman Sachs Group Inc | 99.51K (0.73%) | 19.94K Increased by +20.04% | Dec 31, 24 |
15 | JPMorgan Chase & Co | 76.39K (0.56%) | 10.75K Increased by +14.07% | Dec 31, 24 |
16 | Bank of New York Mellon Corp | 58.25K (0.43%) | 950.00 Increased by +1.63% | Dec 31, 24 |
17 | Morgan Stanley - Brokerage Accounts | 57.37K (0.42%) | 3.54K Increased by +6.17% | Dec 31, 24 |
18 | Oberweis Asset Management Inc | 55.20K (0.41%) | 8.80K Increased by +15.94% | Dec 31, 24 |
19 | Bridgeway Capital Management, LLC | 54.37K (0.40%) | 2.52K Increased by +4.63% | Jun 30, 24 |
20 | NorthStar Asset Management, Inc. | 46.09K (0.34%) | 548.00 Increased by +1.19% | Dec 31, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard US Total Market Shares ETF | 394.84K (2.92%) | 0.00 Increased by 0.00% | Sep 30, 24 |
2 | Vanguard Total Stock Mkt Idx Inv | 391.84K (2.89%) | 516.00 Increased by +0.13% | Feb 28, 25 |
3 | iShares Russell 2000 ETF | 366.44K (2.71%) | -3.19K Decreased by -0.87% | Mar 31, 25 |
4 | First Trust SMID Cp Rising Div Achv ETF | 307.33K (2.27%) | 66.00 Increased by +0.02% | Mar 31, 25 |
5 | Vanguard Institutional Extnd Mkt Idx Tr | 203.41K (1.50%) | 320.00 Increased by +0.16% | Feb 28, 25 |
6 | Fidelity® Low-Priced Stock | 199.84K (1.48%) | -208.00 Decreased by -0.10% | Oct 31, 23 |
7 | Fidelity Low-Priced Stock | 177.13K (1.31%) | 0.00 Increased by 0.00% | Jan 31, 25 |
8 | Janus Henderson Small Cap Value L | 165.61K (1.22%) | 0.00 Increased by 0.00% | Jan 31, 25 |
9 | Fidelity Global Value Growth Eq MF | 147.20K (1.09%) | 9.70K Increased by +6.59% | Feb 20, 24 |
10 | Fidelity Global Bargain Growth Stocks MF | 137.50K (1.02%) | 78.20K Increased by +56.87% | Aug 21, 23 |
11 | Fidelity Small Cap Index | 132.33K (0.98%) | -2.48K Decreased by -1.87% | Jan 31, 25 |
12 | Fidelity® Small Cap Index | 124.02K (0.92%) | 3.32K Increased by +2.68% | Oct 31, 23 |
13 | JHancock Regional Bank A | 115.81K (0.86%) | 0.00 Increased by 0.00% | Feb 28, 25 |
14 | DFA US Targeted Value I | 103.99K (0.77%) | 0.00 Increased by 0.00% | Feb 28, 25 |
15 | iShares Russell 2000 Value ETF | 96.51K (0.71%) | 0.00 Increased by 0.00% | Mar 31, 25 |
16 | JH Financial Opportunities | 89.09K (0.66%) | 0.00 Increased by 0.00% | Feb 28, 25 |
17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 84.49K (0.62%) | 0.00 Increased by 0.00% | Feb 28, 25 |
18 | Dimensional US Targeted Value ETF | 80.41K (0.59%) | 0.00 Increased by 0.00% | Mar 31, 25 |
19 | Fidelity® Series Intrinsic Opps | 79.80K (0.59%) | 0.00 Increased by 0.00% | Oct 31, 23 |
20 | State St Russell Sm/Mid Cp® Indx SL Cl I | 78.89K (0.58%) | -5.60K Decreased by -7.10% | Mar 31, 25 |