How many institutions own FBIZ stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own FBIZ shares is 169, representing 70.14% of the company's common stock.

Who are the major shareholders selling First Business Financial Services, Inc. stock?

RHUMBLINE ADVISERS, in the last quarter, reduced its stake in FBIZ by -15.27% restricting it's holding to 9.71 thousand shares of worth nearly $527.09M. ADVISOR GROUP HOLDINGS, INC. also lessened -2.62% of the FBIZ shares from its portfolio, reducing its holding to 10.31 thousand shares of worth $559.67M. CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. also shunned FBIZ shares holding by -1.77% last quarter which brought its holding to 12.19 thousand shares worth $661.86K.

Investors who are buying FBIZ stock?

As per its latest 13F filing, PRINCIPAL FINANCIAL GROUP INC increased its stake in FBIZ by 42.48% in the last quarter. The institutional holder raised its holding to 11.38 thousand shares having worth more than $617.77K. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC also added 2.08% more shares of FBIZ to its portfolio, raising its holding to 14.64 thousand shares of worth $798.19K. BANK OF AMERICA CORP /DE/ also increased its FBIZ shares holding by 32.54% which brought its holding to 17.65 thousand shares worth $958.12M.

FBIZ's major insiders: who are they?

The insider with the most stakes in FBIZ is CHAMBAS COREY A , CEO at the company. Additionally, FBIZ stock is highly held by director Kilcoyne Gerald L and EVP MELOY MARK J among others.

Did an insider recently sell FBIZ stock?

Company executives, directors, and other insiders own 5.33% percent of First Business Financial Services, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which FBIZ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include OVOKAITYS DANIEL, SANDERS CAROL P, and LORENZ WILLIAM KENT.

Which insider recently purchased FBIZ stock?

There have been 1 transaction(s) during the past 6-months in which First Business Financial Services, Inc. insiders have bought stock, totalling 71 shares

How much of FBIZ does insiders own?

Around 1.89K First Business Financial Services, Inc. shares are held by insiders, which represents about 5.33% of FBIZ stock.

Who is the insider with the largest stake?

FBIZ CEO, CHAMBAS COREY A holds the largest portfolio of the company's shares. FBIZ shares owned by CHAMBAS total nearly 112.75 thousand.

Which institution holds the most shares in FBIZ?

RHUMBLINE ADVISERS is the largest institutional owner in FBIZ which holds 9.71 thousand shares worth $527.09M or 0.12% of the total FBIZ shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 10.31 thousand shares representing 0.13% of the FBIZ ownership. PRINCIPAL FINANCIAL GROUP INC is the third largest stakeholder with 11.38 thousand shares or 0.14% of the ownership worth more than $617.77K.

Is First Business Financial Services, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the FBIZ is concerned, it is a stock which is optionable.

Is there a short position on FBIZ's shares?

Number of FBIZ shares short is 64.15K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding FBIZ shares are there?

As of today, 8.32M shares of FBIZ are outstanding.

Is there many float in FBIZ stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, FBIZ has 7.81M shares in float.

FBIZ short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for FBIZ is 1.29.

First Business Financial Services (FBIZ) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.77

Short Percent Of Float0.91

Shares Outstanding8.32M

Shares Float7.81M

Shares Short64.15K

Short Ratio1.29

0.91%

Short % of Float

0.77%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

5.33% Percentage of Shares held by All Insiders

70.14% Percentage of Shares held by All Institutions

74.09% Percentage of Float held by Institutions

169

Number of Institutions Holding Shares

Institutional Ownership

About 70.14% of FBIZ shares are held by financial institutions. RHUMBLINE ADVISERS is the top corporate investor, holding 9.71K shares valued at $527.09M. A 0.12% stake in First Business Financial Services, Inc. is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 10.31K shares valued at $559.67M, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	RHUMBLINE ADVISERS	0.12%	9.71K	527.09M	-1.75K	-15.27%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	10.31K	559.67M	-277	-2.62%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.14%	11.38K	617.77K	3.39K	+42.48%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.15%	12.19K	661.86K	-220	-1.77%
Dec 31, 2025	JPMORGAN CHASE & CO	0.18%	14.58K	791.7K	-1.61K	-9.92%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	14.64K	798.19K	298	+2.08%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.22%	17.65K	958.12M	4.33K	+32.54%
Dec 31, 2025	US BANCORP \DE\	0.22%	17.88K	971.1K	0	0
Dec 31, 2025	FRANKLIN RESOURCES INC	0.22%	18.1K	982.67K	-4.12K	-18.53%
Dec 31, 2025	UBS GROUP AG	0.23%	18.37K	997.49M	8.69K	+89.69%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.24%	19.69K	1.07B	-26.52K	-57.39%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.28%	23.04K	1.25M	272	+1.19%
Dec 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.29%	23.97K	1.3M	165	+0.69%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.3%	24.68K	1.34M	2.51K	+11.32%
Dec 31, 2025	BARCLAYS PLC	0.35%	28.45K	1.55B	1.67K	+6.22%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.37%	30.21K	1.64M	18.08K	+149.11%
Dec 31, 2025		0.1%	8.51K	462.09M	8.51K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.38%	31.24K	1.7B	4.39K	+16.36%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.38%	31.31K	1.7M	-2.95K	-8.62%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.42%	34.19K	1.86B	-5.98K	-14.89%
Dec 31, 2025	UNCOMMON CENTS INVESTING LLC	0.43%	34.74K	1.89M	265	+0.77%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.47%	38.33K	2.08B	1.67K	+4.54%
Dec 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.55%	45K	2.44M	0	0
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.58%	47.17K	2.56M	1.26K	+2.75%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.64%	52.6K	2.86B	3.28K	+6.66%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.9%	73.73K	4B	1.67K	+2.31%
Dec 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	1.02%	83.07K	4.51M	-900	-1.07%
Dec 31, 2025	DE LISLE PARTNERS LLP	1.18%	96.81K	5.26M	3.17K	+3.39%
Dec 31, 2025	FEDERATED HERMES, INC.	1.28%	104.76K	5.69M	32.9K	+45.78%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.3%	105.95K	5.75M	22.33K	+26.71%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.57%	128.27K	6.96B	-13.3K	-9.39%
Dec 31, 2025	LSV ASSET MANAGEMENT	1.64%	134.13K	7.28M	9.74K	+7.83%
Dec 31, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	1.72%	140.46K	7.63M	-4.17K	-2.88%
Dec 31, 2025	STATE STREET CORP	1.94%	158.06K	8.58M	-906	-0.57%
Dec 31, 2025	IEQ CAPITAL, LLC	0.1%	8K	434.29K	873	+12.25%
Dec 31, 2025	MATTERN WEALTH MANAGEMENT LLC	0.1%	8K	434.4K	0	0
Dec 31, 2025	BANC FUNDS CO LLC	2.04%	166.22K	9.03M	-27.3K	-14.11%
Dec 31, 2025	1834 INVESTMENT ADVISORS CO	0.08%	6.73K	365.45K	36	+0.54%
Dec 31, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.1%	8.4K	456.34K	8.4K	+100.00%
Dec 31, 2025	NUVEEN, LLC	0.23%	18.9K	1.03B	0	0
Dec 31, 2025	MORGAN STANLEY	0.62%	50.92K	2.77B	10.35K	+25.52%
Dec 31, 2025	POEHLING CAPITAL MANAGEMENT, INC.	0.64%	52.33K	2.84M	-6K	-10.29%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.11%	499.38K	27.12M	-6.2K	-1.23%
Dec 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.09%	7K	380.32K	0	0
Dec 31, 2025	DEUTSCHE BANK AG\	0.09%	7.14K	387.65K	0	0
Dec 31, 2025	R SQUARED LTD	0.09%	7.17K	389.22K	7.17K	+100.00%
Dec 31, 2025	BLACKROCK, INC.	10.66%	869.79K	47.23B	-12.48K	-1.41%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.88%	235.05K	12.77B	6.35K	+2.78%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.04%	248.44K	13.49M	-6.38K	-2.51%
Dec 31, 2025	FIRST BUSINESS FINANCIAL SERVICES, INC.	4.43%	361.31K	19.62M	-12.92K	-3.45%
Dec 31, 2025	VANGUARD GROUP INC	5.89%	480.48K	26.09B	-1.2K	-0.25%
Dec 31, 2025	ALPS ADVISORS INC	0.11%	8.88K	482.08K	78	+0.89%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.11%	9K	488.4K	2.87K	+46.95%
Dec 31, 2025	INTEGRATED QUANTITATIVE INVESTMENTS LLC	0.11%	9.18K	498.58K	9.18K	+100.00%
Dec 31, 2025	QUEST PARTNERS LLC	0.11%	9.18K	498.58K	9.18K	+459,000.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	9.2K	499.56M	0	0
Sep 30, 2025	JUMP FINANCIAL, LLC	0.07%	5.38K	275.98K	-138	-2.50%
Sep 30, 2025	THOMPSON INVESTMENT MANAGEMENT, INC.	0.07%	6.02K	308.59K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.07%	6.09K	312.02K	727	+13.56%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	6.12K	313.76K	981	+19.09%
Sep 30, 2025	1834 INVESTMENT ADVISORS CO	0.08%	6.69K	343.13K	38	+0.57%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.09%	7K	359.03M	-390	-5.27%
Sep 30, 2025	DEUTSCHE BANK AG\	0.09%	7.14K	365.95K	1.7K	+31.33%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.1%	7.79K	399.32K	40	+0.52%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.1%	7.99K	409.31K	7.99K	+100.00%
Sep 30, 2025	MATTERN WEALTH MANAGEMENT LLC	0.1%	8K	410.08K	0	0
Sep 30, 2025	ALPS ADVISORS INC	0.11%	8.8K	451.09K	8.8K	+100.00%
Sep 30, 2025	INVESCO LTD.	0.11%	9.37K	480.15K	-48.8K	-83.90%
Sep 30, 2025	HSBC HOLDINGS PLC	0.12%	9.96K	506.42K	-3.68K	-27.00%
Sep 30, 2025	UBS GROUP AG	0.12%	9.68K	496.4K	3.81K	+64.83%
Sep 30, 2025	CENTERBOOK PARTNERS LP	0.13%	10.39K	532.59K	10.39K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.14%	11.46K	587.22K	-226	-1.93%
Sep 30, 2025	BANC FUNDS CO LLC	2.37%	193.52K	9.92M	-70.95K	-26.83%
Sep 30, 2025	DE LISLE PARTNERS LLP	1.15%	93.64K	4.8M	5K	+5.64%
Sep 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	1.77%	144.62K	7.41M	-3.32K	-2.24%
Sep 30, 2025	CUTLER CAPITAL MANAGEMENT, LLC	1.91%	155.49K	7.97M	-306	-0.20%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.61%	49.31K	2.53M	16.01K	+48.06%
Sep 30, 2025	POEHLING CAPITAL MANAGEMENT, INC.	0.72%	58.33K	2.99M	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.03%	83.62K	4.29M	58.97K	+239.29%
Sep 30, 2025	CREATIVE PLANNING	0.16%	13.13K	672.79K	1.14K	+9.53%
Sep 30, 2025	US BANCORP \DE\	0.22%	17.88K	916.73K	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.42%	34.58K	1.77M	12.71K	+58.10%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.15%	12.13K	622K	12.13K	+100.00%
Sep 30, 2025	FOURTHSTONE LLC	0.15%	12.13K	621.84K	12.13K	+100.00%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.15%	12.41K	636.09K	-880	-6.62%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.81%	228.7K	11.73M	43.34K	+23.38%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.13%	254.82K	13.06M	-5.27K	-2.03%
Sep 30, 2025	FIRST BUSINESS FINANCIAL SERVICES, INC.	4.59%	374.23K	19.18M	-20.26K	-5.14%
Sep 30, 2025	VANGUARD GROUP INC	5.91%	481.68K	24.69M	30.5K	+6.76%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.2%	505.58K	25.92M	-3.81K	-0.75%
Sep 30, 2025	BLACKROCK, INC.	10.83%	882.27K	45.23M	-64.5K	-6.81%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.27%	22.21K	1.14M	239	+1.09%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.28%	22.76K	1.17M	22.76K	+100.00%
Sep 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.29%	23.8K	1.22M	150	+0.63%
Sep 30, 2025	BARCLAYS PLC	0.33%	26.79K	1.37M	-3.06K	-10.26%
Sep 30, 2025	UNCOMMON CENTS INVESTING LLC	0.42%	34.48K	1.77M	255	+0.75%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.49%	40.17K	2.06M	11.26K	+38.95%
Sep 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.55%	45K	2.31M	0	0
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.56%	45.9K	2.35M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.16%	13.31K	682.42K	6.47K	+94.55%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	14.34K	719K	1.25K	+9.58%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.19%	15.1K	774.03K	-800	-5.03%
Sep 30, 2025	JPMORGAN CHASE & CO	0.2%	16.19K	829.64K	5.79K	+55.74%
Sep 30, 2025	MORGAN STANLEY	0.5%	40.57K	2.08M	-7.37K	-15.37%
Sep 30, 2025	VISTA INVESTMENT MANAGEMENT	0.64%	52.33K	2.68M	-1.12K	-2.10%
Sep 30, 2025	M3F, INC.	0.82%	66.48K	3.41M	-30.08K	-31.16%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.88%	71.33K	3.66M	-500	-0.70%
Sep 30, 2025	FEDERATED HERMES, INC.	0.88%	71.87K	3.68M	611	+0.86%
Sep 30, 2025	LSV ASSET MANAGEMENT	1.53%	124.39K	6.38M	38.36K	+44.60%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.74%	141.57K	7.26M	-9.1K	-6.04%
Sep 30, 2025	STATE STREET CORP	1.95%	158.96K	8.15M	3.25K	+2.09%
Sep 30, 2025	ROYAL BANK OF CANADA	0.33%	26.85K	1.38M	880	+3.39%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.37%	30.26K	1.55M	24.95K	+469.94%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.42%	34.27K	1.76M	808	+2.42%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.45%	36.66K	1.88M	156	+0.43%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.57%	46.21K	2.37M	5.93K	+14.73%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.61%	49.51K	2.54M	4.76K	+10.64%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.88%	72.06K	3.69M	-9.84K	-12.02%
Sep 30, 2025	NORTHERN TRUST CORP	1.02%	82.99K	4.25M	2.73K	+3.40%
Sep 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	1.03%	83.97K	4.3M	-20.1K	-19.31%
Sep 30, 2025	NUVEEN, LLC	0.23%	18.9K	968.66K	0	0
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.24%	19.53K	1M	19.53K	+100.00%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.26%	21.24K	1.09M	0	0
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	22.17K	1.14M	-690	-3.02%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.43%	198.25K	10.16M	26.76K	+15.60%
Jun 30, 2025	ENTRYPOINT CAPITAL, LLC	0.07%	5.5K	278.38K	93	+1.72%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.41%	33.46K	1.69M	1.03K	+3.19%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.29%	23.65K	1.2M	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	9.6K	486.39K	-932	-8.85%
Jun 30, 2025	LSV ASSET MANAGEMENT	1.06%	86.03K	4.36M	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.88%	71.83K	3.64B	-18.98K	-20.90%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.1%	7.89K	399.66K	3.55K	+81.94%
Jun 30, 2025	MAN GROUP PLC	0.1%	7.78K	394.03K	-1.36K	-14.86%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.09%	7.39K	374.58K	-507	-6.42%
Jun 30, 2025	1834 INVESTMENT ADVISORS CO	0.08%	6.66K	337.22K	39	+0.59%
Jun 30, 2025	THOMPSON INVESTMENT MANAGEMENT, INC.	0.07%	6.02K	304.97K	0	0
Jun 30, 2025	JUMP FINANCIAL, LLC	0.07%	5.52K	279.75K	1.22K	+28.42%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.06%	5.12K	259.13K	5.12K	+100.00%
Jun 30, 2025	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.06%	4.75K	240.64K	0	0
Jun 30, 2025	ERN FINANCIAL, LLC	0.06%	4.62K	233.8K	0	0
Jun 30, 2025	SEMANTEON CAPITAL MANAGEMENT, LP	0.06%	4.58K	232.02K	4.58K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	4.35K	220.37K	-361	-7.66%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.04%	2.89K	146.56K	2.89K	+100.00%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.04%	2.88K	146K	288	+11.10%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	1.98K	100.21M	108	+5.78%
Jun 30, 2025	NORTHERN TRUST CORP	0.98%	80.27K	4.07M	-7.1K	-8.12%
Jun 30, 2025	FEDERATED HERMES, INC.	0.87%	71.25K	3.61M	975	+1.39%
Jun 30, 2025	POEHLING CAPITAL MANAGEMENT, INC.	0.72%	58.33K	2.95M	0	0
Jun 30, 2025	INVESCO LTD.	0.71%	58.17K	2.95M	400	+0.69%
Jun 30, 2025	VISTA INVESTMENT MANAGEMENT	0.66%	53.45K	2.71M	-285	-0.53%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.56%	45.9K	2.32M	-3.31K	-6.73%
Jun 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.55%	45K	2.28M	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.55%	44.75K	2.27M	20.56K	+84.98%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.49%	40.27K	2.04M	16.87K	+72.07%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.45%	36.51K	1.85M	-5.07K	-12.19%
Jun 30, 2025	UNCOMMON CENTS INVESTING LLC	0.42%	34.22K	1.73M	-660	-1.89%
Jun 30, 2025	BARCLAYS PLC	0.37%	29.85K	1.51M	4.28K	+16.75%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.35%	28.91K	1.46M	9.63K	+49.90%
Jun 30, 2025	ROYAL BANK OF CANADA	0.32%	25.97K	1.32M	12.3K	+89.90%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	22.86K	1.16M	689	+3.11%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.27%	21.97K	1.11M	-19.25K	-46.69%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.27%	21.87K	1.11M	8.9K	+68.67%
Jun 30, 2025	US BANCORP \DE\	0.22%	17.88K	906K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	13.08K	715.56K	-142	-1.07%
Jun 30, 2025	CREATIVE PLANNING	0.15%	11.98K	607.06K	-130	-1.07%
Jun 30, 2025	RHUMBLINE ADVISERS	0.14%	11.68K	591.8K	199	+1.73%
Jun 30, 2025	JPMORGAN CHASE & CO	0.13%	10.39K	526.46K	-11.7K	-52.97%
Jun 30, 2025	VANGUARD GROUP INC	5.54%	451.18K	22.86M	1.9K	+0.42%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.19%	260.09K	13.18M	-5.59K	-2.10%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.27%	185.36K	9.39M	7.8K	+4.39%
Jun 30, 2025	STATE STREET CORP	1.91%	155.71K	7.89M	10.71K	+7.39%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.85%	150.67K	7.63M	8.4K	+5.90%
Jun 30, 2025	M3F, INC.	1.18%	96.56K	4.89M	2.94K	+3.14%
Jun 30, 2025	DE LISLE PARTNERS LLP	1.09%	88.64K	4.49M	14K	+18.76%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1%	81.91K	4.15M	-5.07K	-5.82%
Jun 30, 2025	BLACKROCK, INC.	11.62%	946.77K	47.96M	-58.34K	-5.80%
Jun 30, 2025	BANC FUNDS CO LLC	3.25%	264.48K	13.4M	-9.8K	-3.57%
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	223	11.3K	0	0
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	202	10.23K	72	+55.38%
Jun 30, 2025	COVESTOR LTD	0%	28	1K	-11	-28.21%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	15	760	15	+100.00%
Jun 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	14	710	0	0
Jun 30, 2025	ASSETMARK, INC	0%	8	405	8	+100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-236	-100.00%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0%	0	-	-4.44K	-100.00%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0%	0	-	-2.8K	-100.00%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0%	0	-	-7.89K	-100.00%
Jun 30, 2025	JOHNSON FINANCIAL GROUP, INC.	0%	0	-	-6.2K	-100.00%
Jun 30, 2025	SIMPLEX TRADING, LLC	0%	0	-	-105	-100.00%
Jun 30, 2025	FIRST BUSINESS FINANCIAL SERVICES, INC.	4.84%	394.49K	19.98M	672	+0.17%
Jun 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	1.28%	104.07K	5.27M	23.8K	+29.65%
Jun 30, 2025	POINT72 (DIFC) LTD	0%	385	19.5K	385	+100.00%
Jun 30, 2025	GAMMA INVESTING LLC	0%	285	14.44K	88	+44.67%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	234	11.84K	2	+0.86%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.1%	171.49K	8.69M	25.26K	+17.27%
Jun 30, 2025	CUTLER CAPITAL MANAGEMENT, LLC	1.91%	155.8K	7.89M	400	+0.26%
Jun 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	1.82%	147.94K	7.49M	-2.18K	-1.45%
Jun 30, 2025		0.23%	18.9K	957.32K	-4.11K	-17.85%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	9.2K	466.07K	0	0
Jun 30, 2025	MATTERN WEALTH MANAGEMENT LLC	0.1%	8K	405.28K	0	0
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	1.29K	65.4K	1.29K	+32,175.00%
Jun 30, 2025	FMR LLC	0.01%	642	32.52M	-15	-2.28%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	611	30.95M	406	+198.05%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.25%	509.38K	25.81M	-6.07K	-1.18%
Jun 30, 2025	MORGAN STANLEY	0.59%	47.94K	2.43B	8.53K	+21.66%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.41%	33.31K	1.69B	-13.66K	-29.08%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.3%	24.65K	1.25B	15.01K	+155.79%
Jun 30, 2025	CITADEL ADVISORS LLC	0.15%	12.61K	638.87M	12.61K	+100.00%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.2%	15.9K	805.49K	600	+3.92%
Jun 30, 2025	HSBC HOLDINGS PLC	0.17%	13.64K	695.61K	-957	-6.56%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.12%	9.73K	492.77K	-210	-2.11%
Jun 30, 2025	NUVEEN, LLC	0.23%	18.9K	957.32K	-4.11K	-17.85%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	10.58K	536.18K	-54	-0.51%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.26%	21.24K	1.08M	0	0
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.17%	13.96K	707.06K	7.97K	+133.12%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.16%	13.29K	673.22K	-3.29K	-19.83%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.15%	12.41K	628K	-728	-5.54%
Mar 31, 2025	CUTLER CAPITAL MANAGEMENT, LLC	1.91%	155.4K	7.33M	2.2K	+1.44%
Mar 31, 2025	BANC FUNDS CO LLC	3.37%	274.28K	12.93M	-59.17K	-17.74%
Mar 31, 2025	FIRST BUSINESS FINANCIAL SERVICES, INC.	4.84%	393.82K	18.57M	17.73K	+4.71%
Mar 31, 2025	VANGUARD GROUP INC	5.53%	449.28K	21.18M	49.25K	+12.31%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.34%	515.45K	24.3M	-23.35K	-4.33%
Mar 31, 2025	CREATIVE PLANNING	0.15%	12.11K	571.13K	5.16K	+74.21%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	13.23K	623.63K	1.05K	+8.60%
Mar 31, 2025	ROYAL BANK OF CANADA	0.17%	13.68K	645K	431	+3.25%
Mar 31, 2025	US BANCORP \DE\	0.22%	17.88K	843.23K	-41	-0.23%
Mar 31, 2025	JPMORGAN CHASE & CO	0.27%	22.1K	1.04M	-27.92K	-55.82%
Mar 31, 2025		0.28%	23K	1.08M	23K	+100.00%
Mar 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.29%	23.65K	1.12M	0	0
Mar 31, 2025	FRANKLIN RESOURCES INC	0.51%	41.22K	1.94M	-16.61K	-28.72%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.75%	142.27K	6.71M	-5.6K	-3.79%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.8%	146.23K	6.89M	34.25K	+30.59%
Mar 31, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	1.85%	150.12K	7.08M	-7.64K	-4.84%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.18%	177.56K	8.37M	5.99K	+3.49%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.3%	24.19K	1.14M	-2.8K	-10.38%
Mar 31, 2025	NORTHERN TRUST CORP	1.07%	87.36K	4.12M	-2.56K	-2.84%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.12%	90.81K	4.28M	-7.5K	-7.63%
Mar 31, 2025	M3F, INC.	1.15%	93.62K	4.41M	-3.53K	-3.64%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	12.97K	611.39K	4.21K	+48.14%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.24%	19.29K	909.43K	6.26K	+48.08%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.26%	21.24K	1M	0	0
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.19%	15.3K	721.4K	900	+6.25%
Mar 31, 2025	HSBC HOLDINGS PLC	0.18%	14.6K	689.22K	556	+3.96%
Mar 31, 2025	MORGAN STANLEY	0.48%	39.4K	1.86M	-3.32K	-7.78%
Mar 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.55%	45K	2.12M	0	0
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	23.41K	1.1M	4.33K	+22.69%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	22.17K	1.05M	642	+2.98%
Mar 31, 2025	BLACKROCK, INC.	12.36%	1.01M	47.39M	136.02K	+15.65%
Mar 31, 2025	VISTA INVESTMENT MANAGEMENT	0.66%	53.74K	2.53M	-1.63K	-2.94%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.2%	16.58K	781.56K	178	+1.09%
Mar 31, 2025	INVESCO LTD.	0.71%	57.77K	2.72M	-26.85K	-31.73%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.51%	41.57K	1.96M	-3.45K	-7.66%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.4%	32.42K	1.53M	-685	-2.07%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.16%	13.14K	619K	6.35K	+93.60%
Mar 31, 2025	BARCLAYS PLC	0.31%	25.57K	1.21M	-4.41K	-14.71%
Mar 31, 2025	EAM INVESTORS, LLC	0.22%	17.62K	830.97K	17.62K	+100.00%
Mar 31, 2025	POEHLING CAPITAL MANAGEMENT, INC.	0.72%	58.33K	2.75M	0	0
Mar 31, 2025	FEDERATED HERMES, INC.	0.86%	70.28K	3.31M	401	+0.57%
Mar 31, 2025	DE LISLE PARTNERS LLP	0.92%	74.64K	3.52M	3.77K	+5.33%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.99%	80.27K	3.78M	27.63K	+52.48%
Mar 31, 2025	LSV ASSET MANAGEMENT	1.06%	86.03K	4.06M	-8.2K	-8.70%
Mar 31, 2025	UNCOMMON CENTS INVESTING LLC	0.43%	34.88K	1.64M	-1.34K	-3.69%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.58%	46.96K	2.21M	-7.68K	-14.06%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.61%	49.21K	2.32M	-11.43K	-18.84%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.07%	86.97K	4.1M	-3.45K	-3.82%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.27%	265.68K	12.53M	1.98K	+0.75%
Mar 31, 2025	STATE STREET CORP	1.78%	145K	6.84M	2.39K	+1.67%
Mar 31, 2024	VISTA INVESTMENT MANAGEMENT	0.69%	56.13K	2.11M	3.72K	+7.11%
Mar 31, 2024	M3F, INC.	2.72%	220.67K	8.28M	1.33K	+0.61%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.42%	277.01K	10.39M	-10.59K	-3.68%
Mar 31, 2024	FIRST BUSINESS FINANCIAL SERVICES, INC.	4.32%	350.19K	13.13M	668	+0.19%
Mar 31, 2024	VANGUARD GROUP INC	4.45%	361.07K	13.54M	7.5K	+2.12%
Mar 31, 2024	BANC FUNDS CO LLC	5.65%	457.73K	17.17M	-969	-0.21%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	6.54%	529.94K	19.87M	4.25K	+0.81%
Mar 31, 2024	GLOBEFLEX CAPITAL L P	0.1%	7.93K	297.34K	-2.87K	-26.56%
Mar 31, 2024	MATTERN WEALTH MANAGEMENT LLC	0.1%	8K	300K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.11%	9.2K	345K	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.11%	9.24K	346.5K	-1K	-9.77%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.12%	9.68K	363K	334	+3.57%
Mar 31, 2024	RHUMBLINE ADVISERS	0.14%	11.37K	426.37K	-7	-0.06%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.15%	11.81K	442.8K	0	0
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	12.82K	480.9K	0	0
Mar 31, 2024	HSBC HOLDINGS PLC	0.17%	13.84K	518.81K	276	+2.04%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.17%	14.12K	529.35K	5.35K	+60.94%
Mar 31, 2024	RIVERWATER PARTNERS LLC	0.18%	14.28K	535.31K	-215	-1.48%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.18%	14.52K	544.58K	0	0
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.23%	18.95K	711K	524	+2.84%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	20.7K	776.21K	0	0
Mar 31, 2024	BARCLAYS PLC	0.27%	22.19K	832K	-6.01K	-21.31%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.28%	23K	862.65K	0	0
Mar 31, 2024	GATOR CAPITAL MANAGEMENT, LLC	0.29%	23.85K	894.38K	0	0
Mar 31, 2024	MORGAN STANLEY	0.32%	26.09K	978.3K	-4.81K	-15.58%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.39%	31.52K	1.18M	-39	-0.12%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.44%	35.89K	1.35M	-1.79K	-4.75%
Mar 31, 2024	UNCOMMON CENTS INVESTING LLC	0.45%	36.38K	1.36M	125	+0.34%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.51%	41.1K	1.54M	2.98K	+7.80%
Mar 31, 2024	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.56%	45K	1.69M	0	0
Mar 31, 2024	DE LISLE PARTNERS LLP	0.57%	46.59K	1.74M	46.59K	+100.00%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.65%	52.4K	1.96M	0	0
Mar 31, 2024	POEHLING CAPITAL MANAGEMENT, INC.	0.72%	58.33K	2.19M	0	0
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.82%	66.7K	2.5M	586	+0.89%
Mar 31, 2024	FEDERATED HERMES, INC.	0.82%	66.72K	2.5M	1.24K	+1.89%
Mar 31, 2024	NORTHERN TRUST CORP	1.17%	94.74K	3.55M	-7.2K	-7.07%
Mar 31, 2024	LSV ASSET MANAGEMENT	1.35%	109.23K	4.1M	0	0
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	1.45%	117.36K	4.4M	230	+0.20%
Mar 31, 2024	STATE STREET CORP	1.55%	125.45K	4.7M	7.77K	+6.61%
Mar 31, 2024	FRANKLIN RESOURCES INC	1.66%	134.53K	5.04M	3.7K	+2.83%
Mar 31, 2024	ROYAL BANK OF CANADA	0.15%	12.41K	466K	-2.1K	-14.44%
Mar 31, 2024	CUTLER CAPITAL MANAGEMENT, LLC	1.89%	152.86K	5.73M	349	+0.23%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.89%	153.47K	5.76M	1.39K	+0.91%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.02%	163.47K	6.13M	7.74K	+4.97%
Mar 31, 2024	PACIFIC RIDGE CAPITAL PARTNERS, LLC	2.1%	169.9K	6.37M	2.89K	+1.73%
Mar 31, 2024	JPMORGAN CHASE & CO	0.2%	15.95K	598.13K	8.07K	+102.46%
Mar 31, 2024	INVESCO LTD.	0.21%	16.91K	634.01K	-1.82K	-9.73%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.01%	81.57K	3.06M	-1.3K	-1.57%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.07%	86.5K	3.24M	2.98K	+3.56%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.03%	2.76K	104K	-1.52K	-35.49%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	2.77K	103.99K	357	+14.78%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.04%	3.47K	130.01K	0	0
Mar 31, 2024	US BANCORP \DE\	0.05%	3.8K	142.5K	0	0
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.05%	3.87K	145K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	3.87K	145.24K	-33	-0.84%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.05%	3.93K	147.38K	1.66K	+73.05%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	4.27K	160.24K	0	0
Mar 31, 2024	THOMPSON INVESTMENT MANAGEMENT, INC.	0.07%	6.02K	225.75K	0	0
Mar 31, 2024	1834 INVESTMENT ADVISORS CO	0.08%	6.46K	242.3K	42	+0.65%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.08%	6.67K	247.01K	6.67K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.1%	7.79K	292.24K	-929	-10.65%
Mar 31, 2024	BLACKROCK INC.	8.2%	664.57K	24.92M	-24.52K	-3.56%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.82%	66.12K	2.65M	21	+0.03%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.02%	82.87K	3.32M	-3K	-3.49%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.03%	83.53K	3.35M	3.37K	+4.20%
Dec 31, 2023	NORTHERN TRUST CORP	1.26%	101.94K	4.09M	1.92K	+1.92%
Dec 31, 2023	LSV ASSET MANAGEMENT	1.35%	109.23K	4.38M	0	0
Dec 31, 2023	UNCOMMON CENTS INVESTING LLC	0.45%	36.26K	1.45M	1.49K	+4.27%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.28%	23K	922.46K	4.41K	+23.68%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	20.7K	830.03K	16	+0.08%
Dec 31, 2023	INVESCO LTD.	0.23%	18.73K	751.03K	4.7K	+33.52%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.23%	18.42K	739K	182	+1.00%
Dec 31, 2023	EAM INVESTORS, LLC	0.23%	18.27K	732.79K	18.27K	+100.00%
Dec 31, 2023	MARTINGALE ASSET MANAGEMENT L P	0.18%	14.52K	582.33K	-101	-0.69%
Dec 31, 2023	ROYAL BANK OF CANADA	0.18%	14.51K	582K	952	+7.02%
Dec 31, 2023	RIVERWATER PARTNERS LLC	0.18%	14.49K	581.05K	382	+2.71%
Dec 31, 2023	HSBC HOLDINGS PLC	0.17%	13.56K	555.92K	-728	-5.10%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	12.82K	514.24K	8	+0.06%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.15%	11.81K	473.5K	962	+8.87%
Dec 31, 2023	RHUMBLINE ADVISERS	0.14%	11.38K	456.21K	-147	-1.28%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.13%	10.83K	434.08K	2.67K	+32.81%
Dec 31, 2023	GLOBEFLEX CAPITAL L P	0.13%	10.8K	432.88K	0	0
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.13%	10.24K	410.62K	-160	-1.54%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.12%	9.35K	375K	9.35K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.11%	9.2K	368.92K	0	0
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.11%	8.77K	351.72K	-2.47K	-22.00%
Dec 31, 2023	UBS GROUP AG	0.11%	8.72K	349.75K	4.38K	+101.01%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.44%	117.13K	4.7M	-10.07K	-7.92%
Dec 31, 2023	BLACKROCK INC.	8.5%	689.09K	27.63M	50.9K	+7.98%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	6.48%	525.68K	21.08M	-406	-0.08%
Dec 31, 2023	BANC FUNDS CO LLC	5.66%	458.69K	18.39M	0	0
Dec 31, 2023	VANGUARD GROUP INC	4.36%	353.57K	14.18M	3.56K	+1.02%
Dec 31, 2023	FIRST BUSINESS FINANCIAL SERVICES, INC.	4.31%	349.52K	14.02M	-6.03K	-1.70%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.55%	287.6K	11.53M	-11.64K	-3.89%
Dec 31, 2023	M3F, INC.	2.71%	219.34K	8.8M	-35.96K	-14.08%
Dec 31, 2023	PACIFIC RIDGE CAPITAL PARTNERS, LLC	2.06%	167.01K	6.7M	-2.13K	-1.26%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.92%	155.73K	6.25M	3.45K	+2.27%
Dec 31, 2023	CUTLER CAPITAL MANAGEMENT, LLC	1.88%	152.51K	6.12M	344	+0.23%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.88%	152.08K	6.1M	-888	-0.58%
Dec 31, 2023	FRANKLIN RESOURCES INC	1.61%	130.82K	5.25M	36	+0.03%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.39%	31.56K	1.27M	-3.82K	-10.81%
Dec 31, 2023	MORGAN STANLEY	0.38%	30.9K	1.24M	11.25K	+57.24%
Dec 31, 2023	BARCLAYS PLC	0.35%	28.2K	1.13M	8.48K	+42.96%
Dec 31, 2023	GATOR CAPITAL MANAGEMENT, LLC	0.29%	23.85K	956.39K	0	0
Dec 31, 2023	STATE STREET CORP	1.45%	117.67K	4.72M	1.6K	+1.38%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.46%	37.68K	1.51M	-551	-1.44%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.47%	38.13K	1.53B	3.37K	+9.69%
Dec 31, 2023	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.56%	45K	1.8M	0	0
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.65%	52.4K	2.1M	0	0
Dec 31, 2023	VISTA INVESTMENT MANAGEMENT	0.65%	52.41K	2.1M	301	+0.58%
Dec 31, 2023	POEHLING CAPITAL MANAGEMENT, INC.	0.72%	58.33K	2.34M	58.33K	+100.00%
Dec 31, 2023	FEDERATED HERMES, INC.	0.81%	65.48K	2.63M	2.44K	+3.88%

Insiders

Among the FBIZ insiders holding of 5.33% of the stake in company, CHAMBAS COREY A, CEO, holds the largest shares of 112.75K. KILCOYNE GERALD L, director, is the second largest FBIZ insider with ownership of 59.71K shares. MELOY MARK J, EVP, stands third with possession of 53.61K shares of that stake.

Insiders	Designation	Shares Held
CHAMBAS COREY A	CEO	112.75K
KILCOYNE GERALD L	director	59.71K
MELOY MARK J	EVP	53.61K
KAUTEN RALPH R.	director	29.76K
LOSENEGGER MICHAEL J	Chief Credit Officer	28.92K
CONLEY BARBARA MCCARTY	General Counsel	27K
OLSZEWSKI DANIEL P.		23.89K
BATSON CHARLES H	President and CEO of FBCC*	22.58K
CHANDLER JODI A	Chief Human Resources Officer	17.85K
EDDY JAN A	director	17.06K
SEILER DAVID R.	Chief Operating Officer	15.3K
SLOANE EDWARD G JR	Chief Financial Officer	13.9K
HARRIS JOHN J	director	12.44K
VOEKS DEAN W	director	11.43K
LORENZ WILLIAM KENT	director	8.34K
OVOKAITYS DANIEL	Chief Information Officer	7.72K
KEANE TIMOTHY J	director	7.58K
BUGHER MARK D	director	6.87K
CHAVARRIA CARLA C	director	4.7K
GRAHAM JASON R	director	3.22K
CRAMPTON KEVIN D	Chief Accounting Officer	1.89K
HARTLIEB JAMES EDWARD	Pres&CEO First Business Bank	0
SANDERS CAROL P	director	0
SMITH JEROME J	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 07, 2025	CRAMPTON KEVIN D	PURCHASE	51.40	71	3.65K	1.89K
Jul 30, 2025	KAUTEN RALPH R.	PURCHASE	47.80	10K	478K	29.76K
Jul 30, 2025	GRAHAM JASON R	PURCHASE	47.87	1K	47.87K	3.22K
Feb 07, 2025	OVOKAITYS DANIEL	SALE	54.55	4.83K	263.37K	7.72K
Dec 13, 2024	SANDERS CAROL P	SALE	48.86	670	32.74K	0
Nov 19, 2024	LORENZ WILLIAM KENT	SALE	49.00	1K	49K	8.34K
Nov 07, 2024	CHAMBAS COREY A	SALE	48.81	40K	1.95M	112.75K
Oct 31, 2024	HARTLIEB JAMES EDWARD	SALE	43.15	6.34K	273.73K	0
Oct 30, 2024	SANDERS CAROL P	PURCHASE	44.70	102	4.56K	11.1K
Aug 23, 2024	OVOKAITYS DANIEL	SALE	42.38	1.13K	47.89K	12.55K
Aug 19, 2024	LORENZ WILLIAM KENT	SALE	42.79	1.15K	49.21K	9.34K
Aug 12, 2024	MELOY MARK J	SALE	40.05	5K	200.27K	53.61K
Jul 30, 2024	SANDERS CAROL P	PURCHASE	45.85	129	5.91K	11K
May 21, 2024	CRAMPTON KEVIN D	PURCHASE	34.15	154	5.26K	1.26K
May 13, 2024	LORENZ WILLIAM KENT	SALE	34.51	1.35K	46.42K	9.84K
May 10, 2024	LORENZ WILLIAM KENT	SALE	35.00	80	2.8K	11.18K
May 01, 2024	SANDERS CAROL P	PURCHASE	34.35	100	3.44K	10.14K
Jan 30, 2024	SANDERS CAROL P	PURCHASE	38.35	115	4.41K	10K
Oct 31, 2023	SANDERS CAROL P	PURCHASE	31.08	192	5.97K	9.89K
Aug 30, 2023	CHANDLER JODI A	SALE	31.41	1.6K	50.13K	17.85K
Aug 29, 2023	CHANDLER JODI A	SALE	31.83	6.6K	210.23K	19.45K
Aug 01, 2023	SANDERS CAROL P	PURCHASE	33.90	177	6K	9.69K
Jun 15, 2023	KILCOYNE GERALD L	PURCHASE	30.75	1K	30.75K	59.71K
May 05, 2023	CHAVARRIA CARLA C	PURCHASE	26.02	73	1.9K	4.7K
Mar 23, 2023	HARRIS JOHN J	PURCHASE	30.73	1K	30.73K	12.44K
Dec 12, 2022	CONLEY BARBARA MCCARTY	SALE	37.50	3.01K	112.69K	27K
Aug 04, 2022	KILCOYNE GERALD L	PURCHASE	32.99	5K	164.97K	57.5K
Aug 04, 2022	SANDERS CAROL P	PURCHASE	33.00	181	5.97K	7.77K
Aug 04, 2022	OLSZEWSKI DANIEL P.	PURCHASE	33.00	181	5.97K	23.89K
May 05, 2022	SANDERS CAROL P	PURCHASE	34.85	171	5.96K	7.29K
May 05, 2022	OLSZEWSKI DANIEL P.	PURCHASE	34.85	171	5.96K	23.42K
Apr 14, 2022	CHAVARRIA CARLA C	PURCHASE	33.27	755	25.12K	3.97K
Mar 09, 2022	SANDERS CAROL P	PURCHASE	31.85	190	6.05K	7.12K
Mar 09, 2022	OLSZEWSKI DANIEL P.	PURCHASE	31.85	190	6.05K	23.24K
Nov 02, 2021	SANDERS CAROL P	PURCHASE	30.12	260	7.83K	6.93K
Nov 02, 2021	OLSZEWSKI DANIEL P.	PURCHASE	30.12	260	7.83K	23.05K
Aug 03, 2021	OLSZEWSKI DANIEL P.	PURCHASE	27.35	219	5.99K	22.79K
Aug 03, 2021	SANDERS CAROL P	PURCHASE	27.35	219	5.99K	6.67K
Jun 21, 2021	CHAVARRIA CARLA C	PURCHASE	26.68	300	8K	2.2K
May 04, 2021	SANDERS CAROL P	PURCHASE	27.25	250	6.81K	6.07K
May 04, 2021	OLSZEWSKI DANIEL P.	PURCHASE	27.25	220	6K	22.19K
Feb 02, 2021	SANDERS CAROL P	PURCHASE	20.14	315	6.35K	5.82K
Feb 02, 2021	OLSZEWSKI DANIEL P.	PURCHASE	20.14	300	6.04K	21.97K
Nov 13, 2020	SANDERS CAROL P	PURCHASE	18.90	1.38K	25.98K	5.5K
Oct 27, 2020	SANDERS CAROL P	PURCHASE	16.90	356	6.02K	4.13K
Oct 27, 2020	OLSZEWSKI DANIEL P.	PURCHASE	16.90	356	6.02K	21.67K
Aug 06, 2020	SLOANE EDWARD G JR	PURCHASE	16.01	3.12K	49.97K	13.9K
Aug 04, 2020	KAUTEN RALPH R.	PURCHASE	14.80	3.3K	48.84K	16.6K
Jul 29, 2020	SEILER DAVID R.	PURCHASE	14.67	4K	58.68K	15.3K
Jul 28, 2020	KILCOYNE GERALD L	PURCHASE	14.75	6.8K	100.3K	51.83K
Jul 28, 2020	SANDERS CAROL P	PURCHASE	14.75	413	6.09K	3.77K
Jul 28, 2020	OLSZEWSKI DANIEL P.	PURCHASE	14.75	413	6.09K	21.31K
Apr 28, 2020	OLSZEWSKI DANIEL P.	PURCHASE	16.75	358	6K	20.51K
Apr 28, 2020	SANDERS CAROL P	PURCHASE	16.75	358	6K	2.97K
Mar 10, 2020	CHAVARRIA CARLA C	PURCHASE	20.00	750	15K	1.12K
Mar 02, 2020	SANDERS CAROL P	PURCHASE	23.96	460	11.02K	2.61K
Jan 28, 2020	CHAVARRIA CARLA C	PURCHASE	26.84	373	10.01K	373
Jan 28, 2020	OLSZEWSKI DANIEL P.	PURCHASE	26.58	225	5.98K	20.15K
Jan 28, 2020	SANDERS CAROL P	PURCHASE	26.58	563	14.96K	2.15K
Dec 03, 2019	CONLEY BARBARA MCCARTY	SALE	24.22	2.12K	51.23K	28.42K
Oct 29, 2019	OLSZEWSKI DANIEL P.	PURCHASE	24.50	245	6K	19.93K
Oct 29, 2019	SANDERS CAROL P	PURCHASE	24.50	245	6K	1.59K
Aug 21, 2019	LOSENEGGER MICHAEL J	SALE	24.01	1K	24.01K	28.92K
Aug 20, 2019	LOSENEGGER MICHAEL J	SALE	24.05	500	12.03K	29.92K
Jul 30, 2019	SANDERS CAROL P	PURCHASE	24.10	249	6K	1.34K
Jul 30, 2019	OLSZEWSKI DANIEL P.	PURCHASE	24.10	249	6K	19.68K
Jun 10, 2019	LORENZ WILLIAM KENT	SALE	23.10	2K	46.21K	8.99K
Apr 30, 2019	CONLEY BARBARA MCCARTY	SALE	23.19	5K	115.97K	31.16K
Apr 30, 2019	OLSZEWSKI DANIEL P.	PURCHASE	23.28	258	6.01K	19.43K
Apr 30, 2019	SANDERS CAROL P	PURCHASE	23.28	258	6.01K	1.1K
Apr 30, 2019	KEANE TIMOTHY J	PURCHASE	23.28	420	9.78K	7.58K
Feb 01, 2019	OLSZEWSKI DANIEL P.	PURCHASE	20.70	2.5K	51.75K	19.18K
Jan 30, 2019	LORENZ WILLIAM KENT	SALE	20.45	2.5K	51.13K	10.99K
Dec 24, 2018	KEANE TIMOTHY J	PURCHASE	19.95	288	5.75K	7.12K
Dec 24, 2018	OLSZEWSKI DANIEL P.	PURCHASE	19.95	183	3.65K	16.68K
Dec 24, 2018	EDDY JAN A	PURCHASE	19.98	1K	19.98K	17.06K
Dec 20, 2018	KILCOYNE GERALD L	PURCHASE	19.99	5K	99.95K	44.64K
Oct 30, 2018	SANDERS CAROL P	PURCHASE	20.75	240	4.98K	837
Aug 24, 2018	OVOKAITYS DANIEL	SALE	21.86	1.38K	30.14K	4.27K
Aug 01, 2018	SANDERS CAROL P	PURCHASE	24.93	200	4.99K	597
May 09, 2018	BATSON CHARLES H	SALE	25.99	1.5K	38.91K	22.58K
May 08, 2018	BATSON CHARLES H	SALE	25.99	403	10.47K	24.08K
May 07, 2018	VOEKS DEAN W	PURCHASE	26.26	23	603.98	11.43K
May 07, 2018	SANDERS CAROL P	PURCHASE	26.26	192	5.04K	397
Mar 19, 2018	CHANDLER JODI A	SALE	25.25	1.25K	31.66K	19.72K
Feb 12, 2018	BATSON CHARLES H	SALE	24.04	2.05K	49.28K	24.48K
Feb 01, 2018	SANDERS CAROL P	PURCHASE	24.34	205	4.99K	205
Feb 01, 2018	VOEKS DEAN W	PURCHASE	24.34	25	608.53	11.41K
Jan 31, 2018	OVOKAITYS DANIEL	SALE	24.18	1.08K	26.04K	5.36K
Nov 08, 2017	BATSON CHARLES H	SALE	21.10	2.3K	48.53K	27.53K
Nov 02, 2017	HARRIS JOHN J	PURCHASE	22.52	2K	45.04K	10K
Oct 31, 2017	SANDERS CAROL P	PURCHASE	22.24	225	5K	670
Oct 31, 2017	VOEKS DEAN W	PURCHASE	22.24	27	600.53	11.38K
Sep 06, 2017	SMITH JEROME J	SALE	21.17	1.25K	26.46K	0
Aug 08, 2017	BUGHER MARK D	PURCHASE	21.34	141	3.01K	6.87K
Aug 08, 2017	VOEKS DEAN W	PURCHASE	21.34	28	597.6	11.35K
Aug 08, 2017	SANDERS CAROL P	PURCHASE	21.34	231	4.93K	445
Aug 04, 2017	BATSON CHARLES H	SALE	21.25	2.3K	48.88K	26.91K
Aug 02, 2017	SMITH JEROME J	SALE	21.40	1.48K	31.57K	34.83K
May 18, 2017	SANDERS CAROL P	PURCHASE	23.58	214	5.05K	214
May 18, 2017	VOEKS DEAN W	PURCHASE	23.58	32	754.5	11.33K
May 18, 2017	BUGHER MARK D	PURCHASE	23.58	196	4.62K	6.73K
May 12, 2017	LOSENEGGER MICHAEL J	SALE	23.92	2.59K	61.88K	26.78K
May 11, 2017	LOSENEGGER MICHAEL J	SALE	23.78	2.41K	57.38K	29.37K
May 02, 2017	SMITH JEROME J	SALE	26.04	34	885.36	36.3K
May 02, 2017	CHAMBAS COREY A	SALE	25.43	5K	127.17K	118.66K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE711

SALES00

NET SHARES711

SHARES HELD1.89K1

% NET SHARES-96.25%0%

Frequently Asked Questions