| 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 | 887.28K (6.75%) | -1.06K Decreased by -0.12% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 748.95K (5.70%) | 3.68K Increased by +0.49% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 631.92K (4.81%) | -11.94K Decreased by -1.89% | Jun 30, 25 |
| 5 | First Trust Advisors L.P. | 519.01K (3.95%) | 174.36K Increased by +33.59% | Jun 30, 25 |
| 6 | FMR Inc | 487.21K (3.71%) | -22.81K Decreased by -4.68% | Mar 31, 25 |
| 7 | State Street Corp | 391.23K (2.98%) | -26.36K Decreased by -6.74% | Mar 31, 25 |
| 8 | State Street Corporation | 364.46K (2.77%) | 20.57K Increased by +5.64% | Mar 31, 24 |
| 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 | 224.70K (1.71%) | -9.83K Decreased by -4.37% | Jun 30, 25 |
| 12 | American Century Companies Inc | 184.28K (1.40%) | 152.82K Increased by +82.93% | Jun 30, 25 |
| 13 | HHG PLC | 163.31K (1.24%) | -3.12K Decreased by -1.91% | Jun 30, 25 |
| 14 | Boston Partners Global Investors, Inc | 139.08K (1.06%) | 139.08K Increased by +100.00% | Mar 31, 25 |
| 15 | Northern Trust Corp | 132.16K (1.01%) | -2.60K Decreased by -1.96% | Mar 31, 25 |
| 16 | Charles Schwab Investment Management Inc | 110.46K (0.84%) | -2.62K Decreased by -2.37% | Jun 30, 25 |
| 17 | JPMorgan Chase & Co | 76.39K (0.58%) | 10.75K Increased by +14.07% | Dec 31, 24 |
| 18 | Oberweis Asset Management Inc | 60.20K (0.46%) | 5.00K Increased by +8.31% | Jun 30, 25 |
| 19 | Bank of New York Mellon Corp | 58.06K (0.44%) | -183.00 Decreased by -0.32% | Mar 31, 25 |
| 20 | UBS Group AG | 57.96K (0.44%) | 40.45K Increased by +69.79% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 449.27K (3.42%) | -873.00 Decreased by -0.19% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 394.84K (3.00%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 390.99K (2.97%) | -8.21K Decreased by -2.10% | Jul 31, 25 |
| 4 | iShares Russell 2000 ETF | 319.39K (2.43%) | -6.09K Decreased by -1.91% | Jul 31, 25 |
| 5 | Fidelity® Low-Priced Stock | 199.84K (1.52%) | -208.00 Decreased by -0.10% | Oct 31, 23 |
| 6 | Janus Henderson Small Cap Value L | 149.24K (1.14%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 141.80K (1.08%) | -63.33K Decreased by -44.66% | Jul 31, 25 |
| 8 | Fidelity Small Cap Index | 138.21K (1.05%) | 652.00 Increased by +0.47% | May 31, 25 |
| 9 | Fidelity Global Bargain Growth Stocks MF | 137.50K (1.05%) | 78.20K Increased by +56.87% | Aug 21, 23 |
| 10 | Fidelity® Small Cap Index | 124.02K (0.94%) | 3.32K Increased by +2.68% | Oct 31, 23 |
| 11 | Fidelity Low-Priced Stock | 121.32K (0.92%) | -55.22K Decreased by -45.52% | May 31, 25 |
| 12 | JHancock Regional Bank A | 111.13K (0.85%) | -980.00 Decreased by -0.88% | Jun 30, 25 |
| 13 | DFA US Targeted Value I | 103.99K (0.79%) | 0.00 Increased by 0.00% | Jun 30, 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 | JH Financial Opportunities | 84.10K (0.64%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | iShares Russell 2000 Value ETF | 83.89K (0.64%) | 62.00 Increased by +0.07% | Jul 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 | 83.59K (0.64%) | 0.00 Increased by 0.00% | Jul 31, 25 |