| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 989.86K (7.44%) | -28.34K Decreased by -2.86% | Mar 31, 24 |
| 2 | Nicolet Bankshares Inc | 900.74K (6.77%) | -8.74K Decreased by -0.97% | Mar 31, 24 |
| 3 | Vanguard Group Inc | 705.94K (5.31%) | 8.21K Increased by +1.16% | Mar 31, 24 |
| 4 | FMR Inc | 587.15K (4.42%) | 28.64K Increased by +4.88% | Mar 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 570.54K (4.29%) | 28.45K Increased by +4.99% | Mar 31, 24 |
| 6 | State Street Corporation | 364.46K (2.74%) | 20.57K Increased by +5.64% | Mar 31, 24 |
| 7 | AllianceBernstein L.P. | 332.96K (2.50%) | 30.57K Increased by +9.18% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 285.52K (2.15%) | 10.01K Increased by +3.51% | Mar 31, 24 |
| 9 | Manufacturers Life Insurance Co | 256.16K (1.93%) | -18.20K Decreased by -7.10% | Mar 31, 24 |
| 10 | HHG PLC | 163.92K (1.23%) | 157.57K Increased by +96.12% | Mar 31, 24 |
| 11 | Northern Trust Corp | 137.26K (1.03%) | 329.00 Increased by +0.24% | Mar 31, 24 |
| 12 | Charles Schwab Investment Management Inc | 112.76K (0.85%) | 11.10K Increased by +9.84% | Mar 31, 24 |
| 13 | Empowered Funds, LLC | 67.37K (0.51%) | 36.13K Increased by +53.64% | Mar 31, 24 |
| 14 | Bank of New York Mellon Corp | 61.98K (0.47%) | -3.48K Decreased by -5.62% | Mar 31, 24 |
| 15 | N.E.W. Advisory Services LLC | 56.16K (0.42%) | -17.39K Decreased by -30.98% | Mar 31, 24 |
| 16 | Bridgeway Capital Management, LLC | 51.85K (0.39%) | 2.45K Increased by +4.72% | Mar 31, 24 |
| 17 | Goldman Sachs Group Inc | 51.19K (0.38%) | -52.86K Decreased by -103.27% | Mar 31, 24 |
| 18 | Wealth Enhancement Advisory Services, LLC | 45.36K (0.34%) | 3.90K Increased by +8.61% | Mar 31, 24 |
| 19 | NorthStar Asset Management, Inc. | 44.62K (0.34%) | 1.59K Increased by +3.56% | Mar 31, 24 |
| 20 | Advisory Research Inc | 43.94K (0.33%) | 1.68K Increased by +3.81% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 394.39K (2.97%) | 0.00 Increased by 0.00% | May 31, 24 |
| 2 | iShares Russell 2000 ETF | 330.04K (2.48%) | 18.48K Increased by +5.60% | Jun 28, 24 |
| 3 | Janus Henderson Small Cap Value L | 221.61K (1.67%) | 68.75K Increased by +31.02% | Apr 30, 24 |
| 4 | Fidelity® Low-Priced Stock | 199.84K (1.50%) | -208.00 Decreased by -0.10% | Oct 31, 23 |
| 5 | Fidelity Low-Priced Stock | 196.56K (1.48%) | -1.41K Decreased by -0.71% | Apr 30, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 194.17K (1.46%) | 4.08K Increased by +2.10% | May 31, 24 |
| 7 | Fidelity Global Value Growth Eq MF | 147.20K (1.11%) | 9.70K Increased by +6.59% | Feb 20, 24 |
| 8 | Fidelity Global Bargain Growth Stocks MF | 137.50K (1.03%) | 78.20K Increased by +56.87% | Aug 21, 23 |
| 9 | Fidelity Small Cap Index | 130.27K (0.98%) | -53.00 Decreased by -0.04% | Apr 30, 24 |
| 10 | JHancock Regional Bank A | 126.35K (0.95%) | -2.90K Decreased by -2.30% | May 31, 24 |
| 11 | Fidelity® Small Cap Index | 124.02K (0.93%) | 3.32K Increased by +2.68% | Oct 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 101.10K (0.76%) | -15.39K Decreased by -15.22% | Jun 28, 24 |
| 13 | DFA US Targeted Value I | 101.05K (0.76%) | 1.03K Increased by +1.02% | May 31, 24 |
| 14 | JH Financial Opportunities | 89.09K (0.67%) | 0.00 Increased by 0.00% | May 31, 24 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 82.99K (0.62%) | 2.50K Increased by +3.01% | Jun 30, 24 |
| 16 | Fidelity Series Intrinsic Opps | 79.80K (0.60%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | Fidelity® Series Intrinsic Opps | 79.80K (0.60%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | Strategic Advisers Fidelity US TtlStk | 76.60K (0.58%) | 0.00 Increased by 0.00% | May 31, 24 |
| 19 | Fidelity Extended Market Index | 73.22K (0.55%) | -206.00 Decreased by -0.28% | May 31, 24 |
| 20 | Fidelity® Extended Market Index | 69.55K (0.52%) | 1.66K Increased by +2.38% | Nov 30, 23 |