Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

NICOLET BANKSHARES INC

CIK 0001174850NIC· quarter ending 2026-06-30

Shares outstanding

20,957,513

as of 2026-07-30 · 10-Q cover page, filed 2026-07-31

Held by 13F filers

13,186,436

62.9% of shares outstanding

Holders

254

+14 vs 2026-03-31 · 49 new, 35 exited

Value

$2.2B

shares +17.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-07-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	NIC · NYSE	20,957,513	13,186,436	62.9%	254	65406E102

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	65406E102	COM	254	13,186,436	20,957,513	62.9%	$2.2B	3 call / 0 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 254 · 65406E102)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	3,027,246	14.44%	$500.7M	+1,402,419 (+86.3%)
2	STATE STREET CORP	1,174,560	5.60%	$194.2M	+463,199 (+65.1%)
3	DIMENSIONAL FUND ADVISORS LP	823,902	3.93%	$136.3M	+4,628 (+0.6%)
4	VANGUARD CAPITAL MANAGEMENT LLC	818,051	3.90%	$135.3M	-1,759 (-0.2%)
5	GEODE CAPITAL MANAGEMENT, LLC	504,741	2.41%	$83.5M	+47,764 (+10.5%)
6	WESTWOOD HOLDINGS GROUP INC	450,659	2.15%	$74.5M	-36,092 (-7.4%)
7	GOLDMAN SACHS GROUP INC	392,808	1.87%	$65.0M	+113,124 (+40.4%)
8	AMERICAN CENTURY COMPANIES INC	361,263	1.72%	$59.7M	+36,645 (+11.3%)
9	VANGUARD PORTFOLIO MANAGEMENT LLC	358,093	1.71%	$59.2M	+211,407 (+144.1%)
10	Boston Partners	311,319	1.49%	$51.5M	+5,883 (+1.9%)
11	ALLIANCEBERNSTEIN L.P.	307,207	1.47%	$45.7M	+52,017 (+20.4%)
12	FJ Capital Management LLC	277,243	1.32%	$45.9M	-29,138 (-9.5%)
13	NORTHERN TRUST CORP	240,562	1.15%	$39.8M	+36,995 (+18.2%)
14	Invesco Ltd.	215,666	1.03%	$35.7M	+11,655 (+5.7%)
15	SILVERCREST ASSET MANAGEMENT GROUP LLC	198,353	0.95%	$32.8M	-13,099 (-6.2%)
16	MANUFACTURERS LIFE INSURANCE COMPANY, THE	186,808	0.89%	$30.9M	-17,428 (-8.5%)
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	176,441	0.84%	$29.2M	+18,689 (+11.8%)
18	JENNISON ASSOCIATES LLC	172,925	0.83%	$28.6M	-41,002 (-19.2%)
19	MORGAN STANLEY	159,708	0.76%	$26.4M	+79,877 (+100.1%)
20	FIRST TRUST ADVISORS LP	144,116	0.69%	$23.8M	-118,008 (-45.0%)
21	Bank of New York Mellon Corp	139,427	0.67%	$23.1M	+53,319 (+61.9%)
22	VANGUARD FIDUCIARY TRUST CO	132,405	0.63%	$21.9M	+5,406 (+4.3%)
23	PRINCIPAL FINANCIAL GROUP INC	124,379	0.59%	$20.6M	+96,387 (+344.3%)
24	Champlain Investment Partners, LLC	103,783	0.50%	$17.2M	-21,729 (-17.3%)
25	OBERWEIS ASSET MANAGEMENT INC/	83,200	0.40%	$13.8M	+8,400 (+11.2%)
26	Jupiter Topco LLC	72,728	0.35%	$12.0M	NEW
27	Public Sector Pension Investment Board	67,153	0.32%	$11.1M	NEW
28	MALTESE CAPITAL MANAGEMENT LLC	60,000	0.29%	$9.9M	+1,352 (+2.3%)
29	Stieven Capital Advisors, L.P.	55,967	0.27%	$9.3M	+3,162 (+6.0%)
30	HEARTLAND ADVISORS INC	55,758	0.27%	$9.2M	—
31	Nuveen, LLC	52,521	0.25%	$8.7M	+6,271 (+13.6%)
32	RHUMBLINE ADVISERS	47,649	0.23%	$7.9M	+22,519 (+89.6%)
33	JPMORGAN CHASE & CO	46,927	0.22%	$7.8M	-32,333 (-40.8%)
34	Merit Financial Group, LLC	46,857	0.22%	$7.7M	-175 (-0.4%)
35	Legal & General Group Plc	46,176	0.22%	$7.6M	+31,709 (+219.2%)
36	Curi Capital, LLC	42,832	0.20%	$7.1M	-29,998 (-41.2%)
37	ANCHOR CAPITAL ADVISORS LLC	41,762	0.20%	$6.9M	+20,545 (+96.8%)
38	MENDON CAPITAL ADVISORS CORP	40,000	0.19%	$6.6M	-34,988 (-46.7%)
39	Swiss National Bank	39,700	0.19%	$6.6M	-600 (-1.5%)
40	Creative Planning	39,691	0.19%	$6.6M	-1,695 (-4.1%)
41	STATE OF WISCONSIN INVESTMENT BOARD	38,761	0.18%	$6.4M	+1,503 (+4.0%)
42	N.E.W. Advisory Services LLC	38,566	0.18%	$6.4M	-509 (-1.3%)
43	SEI INVESTMENTS CO	37,878	0.18%	$6.3M	-6,571 (-14.8%)
44	NORTH STAR ASSET MANAGEMENT INC	37,675	0.18%	$6.2M	-595 (-1.6%)
45	UBS Group AG	36,486	0.17%	$6.0M	-31,110 (-46.0%)
46	PRUDENTIAL FINANCIAL INC	36,302	0.17%	$6.0M	-53,059 (-59.4%)
47	FRANKLIN RESOURCES INC	35,779	0.17%	$5.9M	-1,005 (-2.7%)
48	ADVISORY RESEARCH INC	35,434	0.17%	$5.9M	-729 (-2.0%)
49	HSBC HOLDINGS PLC	32,830	0.16%	$5.4M	NEW
50	PEREGRINE CAPITAL MANAGEMENT LLC	30,565	0.15%	$5.1M	-2,665 (-8.0%)
51	DARK FOREST CAPITAL MANAGEMENT LP	30,280	0.14%	$5.0M	-9,875 (-24.6%)
52	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	30,162	0.14%	$5.0M	-368 (-1.2%)
53	AMERIPRISE FINANCIAL INC	29,947	0.14%	$5.0M	+28,575 (+2082.7%)
54	BARCLAYS PLC	29,408	0.14%	$4.9M	-19,325 (-39.7%)
55	BANK OF AMERICA CORP /DE/	29,075	0.14%	$4.8M	-2,345 (-7.5%)
56	PRICE T ROWE ASSOCIATES INC /MD/	27,696	0.13%	$4.6M	+5,201 (+23.1%)
57	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	27,277	0.13%	$4.5M	+6,526 (+31.4%)
58	CITIGROUP INC	24,882	0.12%	$4.1M	+9,103 (+57.7%)
59	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	24,743	0.12%	$4.1M	-601 (-2.4%)
60	BANK OF MONTREAL /CAN/	24,371	0.12%	$4.0M	+1,440 (+6.3%)
61	BESSEMER GROUP INC	24,278	0.12%	$4.0M	-1,200 (-4.7%)
62	VOLORIDGE INVESTMENT MANAGEMENT, LLC	22,863	0.11%	$3.8M	-11,253 (-33.0%)
63	WELLS FARGO & COMPANY/MN	22,633	0.11%	$3.7M	+10,151 (+81.3%)
64	ROYAL BANK OF CANADA	22,296	0.11%	$3.7M	+99 (+0.4%)
65	DEUTSCHE BANK AG\	21,049	0.10%	$3.5M	+4,442 (+26.7%)
66	Odyssean, LLC	20,012	0.10%	$3.3M	+10,056 (+101.0%)
67	STIFEL FINANCIAL CORP	19,162	0.09%	$3.2M	-69 (-0.4%)
68	Legacy Private Trust Co.	18,857	0.09%	$3.1M	-125 (-0.7%)
69	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	18,704	0.09%	$3.1M	+93 (+0.5%)
70	Quantinno Capital Management LP	18,338	0.09%	$3.0M	-10,378 (-36.1%)
71	Squarepoint Ops LLC	16,960	0.08%	$2.8M	+119 (+0.7%)
72	OSAIC HOLDINGS, INC.	16,806	0.08%	$2.8M	+3,122 (+22.8%)
73	AQR CAPITAL MANAGEMENT LLC	16,762	0.08%	$2.8M	-1,867 (-10.0%)
74	CANADA LIFE ASSURANCE Co	15,838	0.08%	$2.6M	+13,694 (+638.7%)
75	Rafferty Asset Management, LLC	15,079	0.07%	$2.5M	+1,426 (+10.4%)
76	FIRST NATIONAL BANK OF OMAHA	14,676	0.07%	$2.4M	+2,289 (+18.5%)
77	Sugar Maple Asset Management, LLC	14,457	0.07%	$2.4M	+545 (+3.9%)
78	VANGUARD ASSET MANAGEMENT, Ltd	14,361	0.07%	$2.4M	—
79	First National Advisers, LLC	13,215	0.06%	$2.2M	+2,303 (+21.1%)
80	Thrivent Financial for Lutherans	12,839	0.06%	$2.1M	NEW
81	Caldwell Trust Co	12,578	0.06%	$2.1M	—
82	Atom Investors LP	12,448	0.06%	$2.1M	-7,455 (-37.5%)
83	FMR LLC	12,225	0.06%	$2.0M	-36,189 (-74.7%)
84	Jump Financial, LLC	12,203	0.06%	$2.0M	NEW
85	MetLife Investment Management, LLC	11,631	0.06%	$1.9M	+1,542 (+15.3%)
86	MERCER GLOBAL ADVISORS INC /ADV	11,597	0.06%	$1.9M	+2,130 (+22.5%)
87	TWO SIGMA INVESTMENTS, LP	11,115	0.05%	$1.8M	NEW
88	Associated Banc-Corp	10,312	0.05%	$1.7M	—
89	Dana Investment Advisors, Inc.	10,000	0.05%	$1.7M	—
90	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9,975	0.05%	$1.6M	-866 (-8.0%)
91	D. E. Shaw & Co., Inc.	9,664	0.05%	$1.6M	-62,909 (-86.7%)
92	Russell Investments Group, Ltd.	9,641	0.05%	$1.6M	+7,595 (+371.2%)
93	State of Alaska, Department of Revenue	9,473	0.05%	$1.6M	+6,439 (+212.2%)
94	Cresset Asset Management, LLC	9,330	0.04%	$1.5M	-11 (-0.1%)
95	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,204	0.04%	$1.5M	+554 (+6.4%)
96	XTX Topco Ltd	9,167	0.04%	$1.5M	-1,950 (-17.5%)
97	PNC Financial Services Group, Inc.	9,084	0.04%	$1.5M	-403 (-4.2%)
98	STEPH & CO	8,840	0.04%	$1.5M	—
99	Louisiana State Employees Retirement System	8,600	0.04%	$1.4M	NEW
100	VICTORY CAPITAL MANAGEMENT INC	8,385	0.04%	$1.4M	+6,150 (+275.2%)
101	CHOREO, LLC	8,255	0.04%	$1.4M	-119 (-1.4%)
102	State of New Jersey Common Pension Fund D	8,095	0.04%	$1.3M	-6,079 (-42.9%)
103	SG Americas Securities, LLC	7,833	0.04%	$1.3M	-867 (-10.0%)
104	VARCOV Co.	7,810	0.04%	$1.3M	-1,744 (-18.3%)
105	BNP PARIBAS FINANCIAL MARKETS	7,625	0.04%	$1.3M	-9,132 (-54.5%)
106	Johnson Financial Group, Inc.	7,500	0.04%	$1.2M	—
107	Sequoia Financial Advisors, LLC	7,355	0.04%	$1.2M	+55 (+0.8%)
108	Vanguard Global Advisers, LLC	7,341	0.04%	$1.2M	-296 (-3.9%)
109	NEW YORK STATE COMMON RETIREMENT FUND	7,058	0.03%	$1.2M	+1,100 (+18.5%)
110	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	6,971	0.03%	$1.2M	+3,286 (+89.2%)
111	Ellsworth Advisors, LLC	6,471	0.03%	$1.1M	+94 (+1.5%)
112	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	6,379	0.03%	$1.1M	—
113	J.M. Arbour, LLC	5,986	0.03%	$990K	NEW
114	Police & Firemen's Retirement System of New Jersey	5,895	0.03%	$975K	+765 (+14.9%)
115	ENVESTNET ASSET MANAGEMENT INC	5,885	0.03%	$973K	-2,187 (-27.1%)
116	Old Mission Investment Co LLC	5,839	0.03%	$966K	—
117	Universal- Beteiligungs- und Servicegesellschaft mbH	5,569	0.03%	$921K	+166 (+3.1%)
118	ARIZONA STATE RETIREMENT SYSTEM	5,450	0.03%	$901K	-148 (-2.6%)
119	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	5,376	0.03%	$889K	NEW
120	AMALGAMATED BANK	5,264	0.03%	$871K	NEW
121	YOUSIF CAPITAL MANAGEMENT, LLC	5,186	0.02%	$858K	NEW
122	HighTower Advisors, LLC	5,173	0.02%	$856K	-92 (-1.7%)
123	Triasima Portfolio Management inc.	5,117	0.02%	$846K	+1,340 (+35.5%)
124	Vanguard Investments Australia, Ltd.	5,044	0.02%	$834K	—
125	LPL Financial LLC	4,811	0.02%	$796K	+578 (+13.7%)
126	Zurcher Kantonalbank (Zurich Cantonalbank)	4,786	0.02%	$792K	+1,433 (+42.7%)
127	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	4,636	0.02%	$767K	NEW
128	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	4,500	0.02%	$744K	NEW
129	KLP KAPITALFORVALTNING AS	4,500	0.02%	$744K	—
130	HARBOUR INVESTMENTS, INC.	4,423	0.02%	$732K	+4 (+0.1%)
131	Handelsbanken Fonder AB	4,400	0.02%	$728K	NEW
132	Baird Financial Group, Inc.	4,227	0.02%	$699K	—
133	McGlone Suttner Wealth Management, Inc.	4,120	0.02%	$681K	-339 (-7.6%)
134	FIFTH THIRD BANCORP	4,096	0.02%	$678K	+3,963 (+2979.7%)
135	DRW Securities, LLC	3,907	0.02%	$646K	+2,485 (+174.8%)
136	VOYA INVESTMENT MANAGEMENT LLC	3,765	0.02%	$623K	+486 (+14.8%)
137	Clearstead Advisors, LLC	3,686	0.02%	$610K	NEW
138	Tidal Investments LLC	3,671	0.02%	$607K	NEW
139	MARSHALL WACE, LLP	3,600	0.02%	$595K	-20,072 (-84.8%)
140	Sippican Capital Advisors	3,502	0.02%	$579K	-225 (-6.0%)
141	INTECH INVESTMENT MANAGEMENT LLC	3,428	0.02%	$567K	-669 (-16.3%)
142	ALPS ADVISORS INC	3,357	0.02%	$555K	+40 (+1.2%)
143	COMMONWEALTH EQUITY SERVICES, LLC	3,168	0.02%	$524K	-1 (-0.0%)
144	DIVERSIFIED TRUST CO	3,081	0.01%	$510K	-223 (-6.7%)
145	HUNTINGTON NATIONAL BANK	3,000	0.01%	$496K	—
146	Pictet Asset Management Holding SA	2,996	0.01%	$496K	—
147	MAI Capital Management	2,946	0.01%	$487K	+46 (+1.6%)
148	Foundations Investment Advisors, LLC	2,930	0.01%	$485K	—
149	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	2,872	0.01%	$475K	NEW
150	Maryland State Retirement & Pension System	2,862	0.01%	$473K	NEW
151	ProShare Advisors LLC	2,845	0.01%	$471K	+169 (+6.3%)
152	KEYBANK NATIONAL ASSOCIATION/OH	2,830	0.01%	$468K	+496 (+21.3%)
153	NorthRock Partners, LLC	2,803	0.01%	$464K	-1,727 (-38.1%)
154	Brevan Howard Capital Management LP	2,758	0.01%	$456K	-1,371 (-33.2%)
155	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,458	0.01%	$407K	-65,308 (-96.4%)
156	EVERGREEN CAPITAL MANAGEMENT LLC	2,438	0.01%	$403K	+23 (+1.0%)
157	PRINCETON CAPITAL MANAGEMENT LLC	2,400	0.01%	$397K	—
158	Calamos Wealth Management LLC	2,287	0.01%	$378K	NEW
159	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	2,239	0.01%	$370K	NEW
160	QUADRANT CAPITAL GROUP LLC	2,238	0.01%	$370K	-6 (-0.3%)
161	EntryPoint Capital, LLC	2,110	0.01%	$349K	-1,494 (-41.5%)
162	Angel Oak Capital Advisors, LLC	2,000	0.01%	$331K	-1,000 (-33.3%)
163	Heck Capital Advisors, LLC	2,000	0.01%	$331K	—
164	Magnus Financial Group LLC	1,992	0.01%	$330K	+5 (+0.3%)
165	XPONANCE LLC	1,986	0.01%	$328K	+244 (+14.0%)
166	Connor, Clark & Lunn Investment Management Ltd.	1,949	0.01%	$322K	-3,690 (-65.4%)
167	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	1,936	0.01%	$320K	—
168	BLAIR WILLIAM & CO/IL	1,916	0.01%	$317K	-1,092 (-36.3%)
169	OCCUDO QUANTITATIVE STRATEGIES LP	1,895	0.01%	$313K	-371 (-16.4%)
170	Ballentine Partners, LLC	1,882	0.01%	$311K	—
171	Ameritas Investment Partners, Inc.	1,814	0.01%	$300K	+250 (+16.0%)
172	Balyasny Asset Management L.P.	1,799	0.01%	$298K	+233 (+14.9%)
173	ZWJ INVESTMENT COUNSEL INC	1,728	0.01%	$286K	-2 (-0.1%)
174	PROFUND ADVISORS LLC	1,711	0.01%	$283K	NEW
175	Cerity Partners LLC	1,665	0.01%	$275K	-8,519 (-83.7%)
176	Massar Capital Management, LP	1,654	0.01%	$274K	-1,758 (-51.5%)
177	Eurizon Capital SGR S.p.A.	1,555	0.01%	$254K	—
178	Clarkston Capital Partners, LLC	1,555	0.01%	$257K	—
179	CANADA PENSION PLAN INVESTMENT BOARD	1,508	0.01%	$249K	-1,492 (-49.7%)
180	KLCM Advisors, Inc.	1,500	0.01%	$248K	—
181	WoodTrust Financial Corp	1,340	0.01%	$222K	NEW
182	GREAT VALLEY ADVISOR GROUP, INC.	1,333	0.01%	$220K	NEW
183	VIRGINIA RETIREMENT SYSTEMS ET Al	1,300	0.01%	$215K	NEW
184	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	1,289	0.01%	$213K	NEW
185	Schonfeld Strategic Advisors LLC	1,281	0.01%	$212K	NEW
186	RAYMOND JAMES FINANCIAL INC	1,273	0.01%	$211K	-14,549 (-92.0%)
187	Abel Hall, LLC	1,272	0.01%	$210K	NEW
188	CIBC Asset Management Inc	1,246	0.01%	$206K	NEW
189	Tower Research Capital LLC (TRC)	1,246	0.01%	$206K	+401 (+47.5%)
190	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	1,243	0.01%	$206K	-500 (-28.7%)
191	Madison Wealth Partners, Inc	1,241	0.01%	$205K	NEW
192	TWO SIGMA SECURITIES, LLC	1,239	0.01%	$205K	NEW
193	Hills Bank & Trust Co	1,132	0.01%	$187K	—
194	Arax Advisory Partners	1,051	0.01%	$174K	+935 (+806.0%)
195	IAG Wealth Partners, LLC	1,017	0.00%	$168K	—
196	UMB Bank, n.a.	878	0.00%	$145K	+38 (+4.5%)
197	Nykredit A/S	863	0.00%	$143K	NEW
198	ROTHSCHILD INVESTMENT LLC	842	0.00%	$139K	—
199	KBC Group NV	842	0.00%	$139K	—
200	Parkside Financial Bank & Trust	832	0.00%	$138K	-21 (-2.5%)
201	SIGNATUREFD, LLC	819	0.00%	$135K	-144 (-15.0%)
202	CALDWELL SUTTER CAPITAL, INC.	720	0.00%	$119K	—
203	FEDERATED HERMES, INC.	667	0.00%	$110K	-747 (-52.8%)
204	Winch Advisory Services, LLC	515	0.00%	$85K	+1 (+0.2%)
205	Parallel Advisors, LLC	506	0.00%	$84K	-101 (-16.6%)
206	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	500	0.00%	$83K	NEW
207	JONES FINANCIAL COMPANIES LLLP	331	0.00%	$54K	-71 (-17.7%)
208	Sterling Capital Management LLC	300	0.00%	$50K	-211 (-41.3%)
209	US BANCORP \DE\	284	0.00%	$47K	-10 (-3.4%)
210	Pinnacle Wealth Planning Services, Inc.	260	0.00%	$43K	+161 (+162.6%)
211	Steward Partners Investment Advisory, LLC	214	0.00%	$35K	NEW
212	Versant Capital Management, Inc	194	0.00%	$32K	+24 (+14.1%)
213	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	187	0.00%	$31K	-2,692 (-93.5%)
214	NISA INVESTMENT ADVISORS, LLC	172	0.00%	$28K	+3 (+1.8%)
215	Optiver Holding B.V.	142	0.00%	$23K	+64 (+82.1%)
216	Kemnay Advisory Services Inc.	133	0.00%	$22K	+20 (+17.7%)
217	Salomon & Ludwin, LLC	130	0.00%	$22K	NEW
218	Smartleaf Asset Management LLC	129	0.00%	$21K	—
219	GAMMA Investing LLC	125	0.00%	$21K	+27 (+27.6%)
220	EverSource Wealth Advisors, LLC	122	0.00%	$20K	-508 (-80.6%)
221	HARBOR CAPITAL ADVISORS, INC.	122	0.00%	$20K	—
222	Farther Finance Advisors, LLC	104	0.00%	$17K	-95 (-47.7%)
223	Private Wealth Asset Management, LLC	95	0.00%	$16K	—
224	Larson Financial Group LLC	76	0.00%	$13K	+2 (+2.7%)
225	Covestor Ltd	55	0.00%	$9K	+52 (+1733.3%)
226	Rockefeller Capital Management L.P.	40	0.00%	$7K	+1 (+2.6%)
227	LOS ANGELES CAPITAL MANAGEMENT LLC	38	0.00%	$6K	-14,228 (-99.7%)
228	Keating Financial Advisory Services, Inc.	20	0.00%	$3K	+17 (+566.7%)
229	WHITTIER TRUST CO OF NEVADA INC	16	0.00%	$3K	—
230	Ares Financial Consulting, LLC	12	0.00%	$2K	—
231	Bruce G. Allen Investments, LLC	9	0.00%	$1K	—
232	Physician Wealth Advisors, Inc.	8	0.00%	$1K	—
233	FIDUCIARY FINANCIAL ADVISORS	7	0.00%	$1K	NEW
234	Quarry LP	7	0.00%	$1K	NEW
235	FARMERS & MERCHANTS INVESTMENTS INC	6	0.00%	$992	NEW
236	Institute for Wealth Management, LLC.	6	0.00%	$1K	NEW
237	JFS WEALTH ADVISORS, LLC	5	0.00%	$827	NEW
238	MassMutual Private Wealth & Trust, FSB	5	0.00%	$827	—
239	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	5	0.00%	$827	-1 (-16.7%)
240	Silver Grove Financial Group, Inc.	4	0.00%	$662	NEW
241	CVA Family Office, LLC	4	0.00%	$662	NEW
242	Essential Partners LLC	3	0.00%	$496	—
243	Trust Co	3	0.00%	$496	—
244	Bare Financial Services, Inc	3	0.00%	$496	—
245	Hughes Financial Services, LLC	3	0.00%	$496	NEW
246	SHP Wealth Management	2	0.00%	$331	NEW
247	GILPIN WEALTH MANAGEMENT, LLC	2	0.00%	$331	NEW
248	Creative Capital Management Investments LLC	2	0.00%	$331	NEW
249	Plante Moran Financial Advisors, LLC	2	0.00%	$331	NEW
250	Rialto Wealth Management, LLC	1	0.00%	$166	NEW

Exited since 2026-03-31 (35 filers; largest 25 shown)

JANUS HENDERSON GROUP PLC	−104,081
WELLINGTON MANAGEMENT GROUP LLP	−94,723
JANE STREET GROUP, LLC	−28,130
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−23,840
JUPITER ASSET MANAGEMENT LTD	−16,080
ZACKS INVESTMENT MANAGEMENT	−15,649
CITADEL ADVISORS LLC	−15,258
Vest Financial, LLC	−12,890
Jackson Creek Investment Advisors LLC	−12,817
Steele Capital Management, Inc.	−11,747
LAZARD ASSET MANAGEMENT LLC	−11,376
Integrated Quantitative Investments LLC	−6,036
Legato Capital Management LLC	−4,604
CWM, LLC	−4,317
Midwest Professional Planners, LTD.	−3,810
Aquatic Capital Management LLC	−3,657
Apella Capital, LLC	−2,926
Susquehanna Portfolio Strategies, LLC	−2,575
GAMCO INVESTORS, INC. ET AL	−2,500
Smith Group Asset Management, LLC	−2,230
Swiss Life Asset Management Ltd	−2,214
Jain Global LLC	−2,103
Jefferies Financial Group Inc.	−1,799
Entropy Technologies, LP	−1,600
Tributary Capital Management, LLC	−1,550

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
STATE STREET CORPORATION	SCHEDULE 13G	2026-08-07	2026-06-30	1,174,566	5.5%
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-08	2026-06-30	2,771,625	13%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.