Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 1.16M (8.71%) | 69.99K Increased by +6.01% | Mar 31, 25 |
2 | Nicolet Bankshares Inc | 888.34K (6.65%) | 45.95K Increased by +5.17% | Mar 31, 25 |
3 | Vanguard Group Inc | 745.27K (5.58%) | 8.15K Increased by +1.09% | Mar 31, 25 |
4 | Dimensional Fund Advisors, Inc. | 643.86K (4.82%) | 2.12K Increased by +0.33% | Mar 31, 25 |
5 | FMR Inc | 487.21K (3.65%) | -22.81K Decreased by -4.68% | Mar 31, 25 |
6 | State Street Corp | 391.23K (2.93%) | -26.36K Decreased by -6.74% | Mar 31, 25 |
7 | State Street Corporation | 364.46K (2.73%) | 20.57K Increased by +5.64% | Mar 31, 24 |
8 | AllianceBernstein L.P. | 350.69K (2.62%) | -1.81K Decreased by -0.52% | Dec 31, 24 |
9 | Geode Capital Management, LLC | 329.20K (2.46%) | 25.45K Increased by +7.73% | Mar 31, 25 |
10 | Manufacturers Life Insurance Co | 234.52K (1.75%) | 2.03K Increased by +0.87% | Mar 31, 25 |
11 | HHG PLC | 166.43K (1.25%) | -13.79K Decreased by -8.28% | Mar 31, 25 |
12 | Boston Partners Global Investors, Inc | 139.08K (1.04%) | 139.08K Increased by +100.00% | Mar 31, 25 |
13 | Northern Trust Corp | 134.75K (1.01%) | 1.61K Increased by +1.19% | Dec 31, 24 |
14 | Charles Schwab Investment Management Inc | 113.07K (0.85%) | -14.85K Decreased by -13.13% | Mar 31, 25 |
15 | JPMorgan Chase & Co | 76.39K (0.57%) | 10.75K Increased by +14.07% | Dec 31, 24 |
16 | Goldman Sachs Group Inc | 73.78K (0.55%) | -25.73K Decreased by -34.87% | Mar 31, 25 |
17 | Bank of New York Mellon Corp | 58.06K (0.43%) | -183.00 Decreased by -0.32% | Mar 31, 25 |
18 | Oberweis Asset Management Inc | 55.20K (0.41%) | 0.00 Increased by 0.00% | Mar 31, 25 |
19 | Bridgeway Capital Management, LLC | 54.37K (0.41%) | 2.52K Increased by +4.63% | Jun 30, 24 |
20 | NorthStar Asset Management, Inc. | 45.81K (0.34%) | -273.00 Decreased by -0.60% | Mar 31, 25 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard Total Stock Mkt Idx Inv | 396.26K (2.96%) | 1.96K Increased by +0.49% | Apr 30, 25 |
2 | Vanguard US Total Market Shares ETF | 394.84K (2.95%) | 0.00 Increased by 0.00% | Sep 30, 24 |
3 | iShares Russell 2000 ETF | 329.05K (2.46%) | 56.00 Increased by +0.02% | Apr 30, 25 |
4 | First Trust SMID Cp Rising Div Achv ETF | 305.49K (2.29%) | 264.00 Increased by +0.09% | Apr 30, 25 |
5 | Vanguard Institutional Extnd Mkt Idx Tr | 209.02K (1.56%) | 276.00 Increased by +0.13% | Apr 30, 25 |
6 | Fidelity® Low-Priced Stock | 199.84K (1.50%) | -208.00 Decreased by -0.10% | Oct 31, 23 |
7 | Fidelity Low-Priced Stock | 176.84K (1.32%) | -288.00 Decreased by -0.16% | Feb 28, 25 |
8 | Janus Henderson Small Cap Value L | 149.24K (1.12%) | -16.37K Decreased by -10.97% | Mar 31, 25 |
9 | Fidelity Global Value Growth Eq MF | 147.20K (1.10%) | 9.70K Increased by +6.59% | Feb 20, 24 |
10 | Fidelity Global Bargain Growth Stocks MF | 137.50K (1.03%) | 78.20K Increased by +56.87% | Aug 21, 23 |
11 | Fidelity Small Cap Index | 132.33K (0.99%) | 0.00 Increased by 0.00% | Feb 28, 25 |
12 | Fidelity® Small Cap Index | 124.02K (0.93%) | 3.32K Increased by +2.68% | Oct 31, 23 |
13 | JHancock Regional Bank A | 115.81K (0.87%) | 0.00 Increased by 0.00% | Mar 31, 25 |
14 | DFA US Targeted Value I | 103.99K (0.78%) | 0.00 Increased by 0.00% | Mar 31, 25 |
15 | iShares Russell 2000 Value ETF | 100.00K (0.75%) | -340.00 Decreased by -0.34% | Apr 30, 25 |
16 | JH Financial Opportunities | 89.09K (0.67%) | 0.00 Increased by 0.00% | Mar 31, 25 |
17 | John Hancock Financial Opportunities Fund | 89.09K (0.67%) | 0.00 Increased by 0.00% | Mar 31, 25 |
18 | Dimensional US Targeted Value ETF | 82.00K (0.61%) | 382.00 Increased by +0.47% | Apr 30, 25 |
19 | Fidelity® Series Intrinsic Opps | 79.80K (0.60%) | 0.00 Increased by 0.00% | Oct 31, 23 |
20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 79.26K (0.59%) | 370.00 Increased by +0.47% | Apr 30, 25 |