| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.62M (8.25%) | 70.48K Increased by +4.34% | Mar 31, 26 |
| 2 | Nicolet Bankshares Inc | 883.16K (4.48%) | -3.88K Decreased by -0.44% | Dec 31, 25 |
| 3 | Vanguard Capital Management, LLC | 819.81K (4.16%) | 819.81K Increased by +100.00% | Mar 31, 26 |
| 4 | Dimensional Fund Advisors, Inc. | 819.27K (4.16%) | 4.50K Increased by +0.55% | Mar 31, 26 |
| 5 | Vanguard Group Inc | 737.58K (3.75%) | 22.47K Increased by +3.05% | Dec 31, 25 |
| 6 | State Street Corp | 711.36K (3.61%) | 88.75K Increased by +12.48% | Mar 31, 26 |
| 7 | Westwood Holdings Group Inc | 486.75K (2.47%) | 486.75K Increased by +100.00% | Mar 31, 26 |
| 8 | Geode Capital Management, LLC | 456.98K (2.32%) | 2.93K Increased by +0.64% | Mar 31, 26 |
| 9 | State Street Corporation | 364.46K (1.85%) | 20.57K Increased by +5.64% | Mar 31, 24 |
| 10 | American Century Companies Inc | 324.62K (1.65%) | 91.12K Increased by +28.07% | Mar 31, 26 |
| 11 | FJ Capital Management LLC | 306.38K (1.56%) | 32.65K Increased by +10.66% | Mar 31, 26 |
| 12 | Boston Partners Global Investors, Inc | 305.44K (1.55%) | 117.63K Increased by +38.51% | Mar 31, 26 |
| 13 | The Goldman Sachs Group Inc | 279.68K (1.42%) | -13.52K Decreased by -4.84% | Mar 31, 26 |
| 14 | First Trust Advisors L.P. | 262.12K (1.33%) | -128.99K Decreased by -49.21% | Mar 31, 26 |
| 15 | AllianceBernstein L.P. | 255.19K (1.30%) | -144.48K Decreased by -56.62% | Mar 31, 26 |
| 16 | Citadel Advisors Llc | 225.81K (1.15%) | 225.81K Increased by +100.00% | Dec 31, 25 |
| 17 | Jennison Associates LLC | 213.93K (1.09%) | 49.48K Increased by +23.13% | Mar 31, 26 |
| 18 | Silvercrest Asset Management Group LLC | 211.45K (1.07%) | 211.45K Increased by +100.00% | Mar 31, 26 |
| 19 | Manufacturers Life Insurance Co | 204.24K (1.04%) | 746.00 Increased by +0.37% | Mar 31, 26 |
| 20 | Amvescap Plc. | 204.01K (1.04%) | 173.21K Increased by +84.90% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.18M (5.97%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 575.33K (2.92%) | -5.00K Decreased by -0.87% | Jun 30, 26 |
| 3 | iShares Russell 2000 ETF | 507.74K (2.58%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 4 | Vanguard US Total Market Shares ETF | 394.84K (2.01%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | State Street® SPDR® S&PRgnllBkgETF | 265.78K (1.35%) | 5.46K Increased by +2.05% | Jun 30, 26 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 224.39K (1.14%) | 3.51K Increased by +1.57% | Jun 30, 26 |
| 7 | Fidelity® Low-Priced Stock | 199.84K (1.01%) | -208.00 Decreased by -0.10% | Oct 31, 23 |
| 8 | Fidelity Small Cap Index | 182.51K (0.93%) | 1.53K Increased by +0.84% | Apr 30, 26 |
| 9 | State Street SPDR Port S&P 600 Sm CpETF | 179.98K (0.91%) | -124.00 Decreased by -0.07% | Jun 30, 26 |
| 10 | American Century Small Cap Value Inv | 170.00K (0.86%) | 30.00K Increased by +17.65% | Jun 30, 26 |
| 11 | American Century U.S. Small Cap Value | 170.00K (0.86%) | 30.00K Increased by +17.65% | Jun 30, 26 |
| 12 | First Trust SMID Cp Rising Div Achv ETF | 165.08K (0.84%) | -416.00 Decreased by -0.25% | May 31, 26 |
| 13 | Fidelity Global Bargain Growth Stocks MF | 137.50K (0.70%) | 78.20K Increased by +56.87% | Aug 21, 23 |
| 14 | DFA US Targeted Value I | 135.86K (0.69%) | 0.00 Increased by 0.00% | May 31, 26 |
| 15 | iShares Russell 2000 Value ETF | 126.99K (0.64%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 16 | Bridge Builder Small/Mid Cap Value | 125.25K (0.64%) | 9.42K Increased by +7.52% | Jun 30, 26 |
| 17 | Fidelity® Small Cap Index | 124.02K (0.63%) | 3.32K Increased by +2.68% | Oct 31, 23 |
| 18 | Russell 2000 Equity Index Fund B | 117.21K (0.60%) | 3.66K Increased by +3.12% | Mar 31, 26 |
| 19 | Russell 2000 Index Non-Lendable Fund | 117.21K (0.60%) | -3.67K Decreased by -3.13% | Mar 31, 26 |
| 20 | Vanguard Russell 2000 ETF | 115.05K (0.58%) | 20.09K Increased by +17.46% | Jun 30, 26 |