Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 1.02M (7.57%) | 29.28K Increased by +2.87% | Jun 30, 24 |
2 | Nicolet Bankshares Inc | 885.05K (6.57%) | -15.68K Decreased by -1.77% | Jun 30, 24 |
3 | Vanguard Group Inc | 720.62K (5.35%) | 14.69K Increased by +2.04% | Jun 30, 24 |
4 | Dimensional Fund Advisors, Inc. | 587.49K (4.36%) | 16.95K Increased by +2.89% | Jun 30, 24 |
5 | FMR Inc | 587.11K (4.36%) | -35.00 Decreased by -0.01% | Jun 30, 24 |
6 | State Street Corp | 367.98K (2.73%) | 3.52K Increased by +0.96% | Jun 30, 24 |
7 | State Street Corporation | 364.46K (2.71%) | 20.57K Increased by +5.64% | Mar 31, 24 |
8 | AllianceBernstein L.P. | 332.75K (2.47%) | -217.00 Decreased by -0.07% | Jun 30, 24 |
9 | Geode Capital Management, LLC | 298.48K (2.22%) | 12.96K Increased by +4.34% | Jun 30, 24 |
10 | Manufacturers Life Insurance Co | 241.09K (1.79%) | -15.08K Decreased by -6.25% | Jun 30, 24 |
11 | HHG PLC | 235.34K (1.75%) | 71.42K Increased by +30.35% | Jun 30, 24 |
12 | Northern Trust Corp | 133.40K (0.99%) | -3.86K Decreased by -2.90% | Jun 30, 24 |
13 | Charles Schwab Investment Management Inc | 112.76K (0.84%) | -2.00 Decreased by -0.00% | Jun 30, 24 |
14 | Empowered Funds, LLC | 67.37K (0.50%) | 36.13K Increased by +53.64% | Mar 31, 24 |
15 | Bank of New York Mellon Corp | 65.98K (0.49%) | 4.01K Increased by +6.07% | Jun 30, 24 |
16 | Goldman Sachs Group Inc | 55.63K (0.41%) | 4.45K Increased by +7.99% | Jun 30, 24 |
17 | Bridgeway Capital Management, LLC | 54.37K (0.40%) | 2.52K Increased by +4.63% | Jun 30, 24 |
18 | Morgan Stanley - Brokerage Accounts | 51.33K (0.38%) | -19.45K Decreased by -37.90% | Jun 30, 24 |
19 | NorthStar Asset Management, Inc. | 44.54K (0.33%) | -76.00 Decreased by -0.17% | Jun 30, 24 |
20 | Advisory Research Inc | 43.94K (0.33%) | -4.00 Decreased by -0.01% | Jun 30, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard Total Stock Mkt Idx Inv | 394.84K (2.93%) | 0.00 Increased by 0.00% | Sep 30, 24 |
2 | iShares Russell 2000 ETF | 368.44K (2.74%) | -826.00 Decreased by -0.22% | Oct 31, 24 |
3 | Fidelity Low-Priced Stock | 209.76K (1.56%) | 14.20K Increased by +6.77% | Aug 31, 24 |
4 | Vanguard Institutional Extnd Mkt Idx Tr | 206.07K (1.53%) | 3.17K Increased by +1.54% | Sep 30, 24 |
5 | Fidelity® Low-Priced Stock | 199.84K (1.48%) | -208.00 Decreased by -0.10% | Oct 31, 23 |
6 | Janus Henderson Small Cap Value L | 157.38K (1.17%) | 0.00 Increased by 0.00% | Sep 30, 24 |
7 | Fidelity Global Value Growth Eq MF | 147.20K (1.09%) | 9.70K Increased by +6.59% | Feb 20, 24 |
8 | Fidelity Global Bargain Growth Stocks MF | 137.50K (1.02%) | 78.20K Increased by +56.87% | Aug 21, 23 |
9 | Fidelity Small Cap Index | 135.77K (1.01%) | -4.01K Decreased by -2.95% | Aug 31, 24 |
10 | Fidelity® Small Cap Index | 124.02K (0.92%) | 3.32K Increased by +2.68% | Oct 31, 23 |
11 | JHancock Regional Bank A | 121.77K (0.90%) | -1.61K Decreased by -1.32% | Sep 30, 24 |
12 | DFA US Targeted Value I | 103.99K (0.77%) | 1.60K Increased by +1.54% | Sep 30, 24 |
13 | iShares Russell 2000 Value ETF | 97.97K (0.73%) | 0.00 Increased by 0.00% | Oct 31, 24 |
14 | JH Financial Opportunities | 89.09K (0.66%) | 0.00 Increased by 0.00% | Aug 31, 24 |
15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 86.19K (0.64%) | -2.90K Decreased by -3.36% | Oct 31, 24 |
16 | Fidelity Series Intrinsic Opps | 79.80K (0.59%) | 0.00 Increased by 0.00% | Aug 31, 24 |
17 | Fidelity® Series Intrinsic Opps | 79.80K (0.59%) | 0.00 Increased by 0.00% | Oct 31, 23 |
18 | Fidelity Extended Market Index | 76.78K (0.57%) | -1.01K Decreased by -1.32% | Sep 30, 24 |
19 | AB Small Cap Value Advisor | 75.16K (0.56%) | 3.63K Increased by +4.82% | Sep 30, 24 |
20 | Fidelity® Extended Market Index | 69.55K (0.52%) | 1.66K Increased by +2.38% | Nov 30, 23 |