| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.16M (8.86%) | 69.99K Increased by +6.01% | Mar 31, 25 |
| 2 | Nicolet Bankshares Inc | 888.34K (6.76%) | 45.95K Increased by +5.17% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 745.27K (5.67%) | 8.15K Increased by +1.09% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 643.86K (4.90%) | 2.12K Increased by +0.33% | Mar 31, 25 |
| 5 | FMR Inc | 487.21K (3.71%) | -22.81K Decreased by -4.68% | Mar 31, 25 |
| 6 | State Street Corp | 391.23K (2.98%) | -26.36K Decreased by -6.74% | Mar 31, 25 |
| 7 | State Street Corporation | 364.46K (2.77%) | 20.57K Increased by +5.64% | Mar 31, 24 |
| 8 | First Trust Advisors L.P. | 344.65K (2.62%) | 320.99K Increased by +93.14% | Mar 31, 25 |
| 9 | Geode Capital Management, LLC | 329.20K (2.50%) | 25.45K Increased by +7.73% | Mar 31, 25 |
| 10 | AllianceBernstein L.P. | 319.51K (2.43%) | -31.18K Decreased by -9.76% | Mar 31, 25 |
| 11 | Manufacturers Life Insurance Co | 234.52K (1.78%) | 2.03K Increased by +0.87% | Mar 31, 25 |
| 12 | HHG PLC | 166.43K (1.27%) | -13.79K Decreased by -8.28% | Mar 31, 25 |
| 13 | Boston Partners Global Investors, Inc | 139.08K (1.06%) | 139.08K Increased by +100.00% | Mar 31, 25 |
| 14 | Northern Trust Corp | 132.16K (1.01%) | -2.60K Decreased by -1.96% | Mar 31, 25 |
| 15 | Charles Schwab Investment Management Inc | 113.07K (0.86%) | -14.85K Decreased by -13.13% | Mar 31, 25 |
| 16 | JPMorgan Chase & Co | 76.39K (0.58%) | 10.75K Increased by +14.07% | Dec 31, 24 |
| 17 | Goldman Sachs Group Inc | 73.78K (0.56%) | -25.73K Decreased by -34.87% | Mar 31, 25 |
| 18 | Bank of New York Mellon Corp | 58.06K (0.44%) | -183.00 Decreased by -0.32% | Mar 31, 25 |
| 19 | UBS Group AG | 57.96K (0.44%) | 40.45K Increased by +69.79% | Mar 31, 25 |
| 20 | Oberweis Asset Management Inc | 55.20K (0.42%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 449.76K (3.42%) | 873.00 Increased by +0.19% | Jun 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 396.75K (3.02%) | 494.00 Increased by +0.12% | May 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 394.84K (3.00%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 341.44K (2.60%) | 2.38K Increased by +0.70% | Jun 30, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 210.54K (1.60%) | 1.52K Increased by +0.72% | May 31, 25 |
| 6 | Fidelity® Low-Priced Stock | 199.84K (1.52%) | -208.00 Decreased by -0.10% | Oct 31, 23 |
| 7 | Fidelity Low-Priced Stock | 176.54K (1.34%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 8 | Janus Henderson Small Cap Value L | 149.24K (1.14%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 9 | Fidelity Small Cap Index | 137.56K (1.05%) | 1.20K Increased by +0.87% | Apr 30, 25 |
| 10 | Fidelity Global Bargain Growth Stocks MF | 137.50K (1.05%) | 78.20K Increased by +56.87% | Aug 21, 23 |
| 11 | Fidelity® Small Cap Index | 124.02K (0.94%) | 3.32K Increased by +2.68% | Oct 31, 23 |
| 12 | JHancock Regional Bank A | 112.11K (0.85%) | -950.00 Decreased by -0.85% | May 31, 25 |
| 13 | DFA US Targeted Value I | 103.99K (0.79%) | 0.00 Increased by 0.00% | May 31, 25 |
| 14 | American Century Small Cap Value Inv | 100.00K (0.76%) | 100.00K Increased by +100.00% | Jun 30, 25 |
| 15 | American Century U.S. Small Cap Value | 100.00K (0.76%) | 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 | 86.49K (0.66%) | 1.18K Increased by +1.37% | Jun 30, 25 |
| 18 | JH Financial Opportunities | 84.10K (0.64%) | -2.16K Decreased by -2.57% | May 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 | 83.04K (0.63%) | 0.00 Increased by 0.00% | Jun 30, 25 |