NICOLET BANKSHARES INC (NIC) — Institutional Holders, Q2 2026 (page 3)
256 institutional investment managers reported a NIC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 256. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NIC 13F holders ranked 201–256 of 256
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | CALDWELL SUTTER CAPITAL#201 · 720 sh | 720 | $119.1K | 0.04% | 0.0% |
| 202 | FEDERATED HERMES#202 · 667 sh | 667 | $110.3K | <0.01% | -52.8% |
| 203 | Winch Advisory Services#203 · 515 sh | 515 | $85.2K | 0.02% | +0.2% |
| 204 | Parallel Advisors#204 · 506 sh | 506 | $83.7K | <0.01% | -16.6% |
| 205 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#205 · 500 sh | 500 | $83.0K | — | New |
| 206 | JONES FINANCIAL COMPANIES LLLP#206 · 331 sh | 331 | $54.0K | 0.00% | -17.7% |
| 207 | Sterling Capital Management#207 · 300 sh | 300 | $49.6K | — | -41.3% |
| 208 | US BANCORP \DE\#208 · 284 sh | 284 | $47.0K | <0.01% | -3.4% |
| 209 | Pinnacle Wealth Planning Services#209 · 260 sh | 260 | $43.0K | <0.01% | +162.6% |
| 210 | Steward Partners Investment Advisory#210 · 214 sh | 214 | $35.4K | <0.01% | New |
| 211 | Versant Capital Management#211 · 194 sh | 194 | $32.1K | — | +14.1% |
| 212 | BNP Paribas Asset Management Holding S.A.#212 · 187 sh | 187 | $30.9K | 0.00% | -93.5% |
| 213 | NISA INVESTMENT ADVISORS#213 · 172 sh | 172 | $28.4K | — | +1.8% |
| 214 | Optiver Holding B.V.#214 · 142 sh | 142 | $23.5K | 0.00% | +82.1% |
| 215 | Kemnay Advisory Services#215 · 133 sh | 133 | $22.0K | <0.01% | +17.7% |
| 216 | Salomon & Ludwin#216 · 130 sh | 130 | $21.9K | <0.01% | New |
| 217 | Smartleaf Asset Management#217 · 129 sh | 129 | $21.0K | <0.01% | 0.0% |
| 218 | GAMMA Investing#218 · 125 sh | 125 | $20.7K | — | +27.6% |
| 219 | Allworth Financial#219 · 124 sh | 124 | $20.5K | <0.01% | -20.0% |
| 220 | EverSource Wealth Advisors#220 · 122 sh | 122 | $20.2K | <0.01% | -97.3% |
| 221 | HARBOR CAPITAL ADVISORS#221 · 122 sh | 122 | $20.0K | — | 0.0% |
| 222 | Farther Finance Advisors#222 · 104 sh | 104 | $17.2K | — | -47.7% |
| 223 | Private Wealth Asset Management#223 · 95 sh | 95 | $15.7K | <0.01% | 0.0% |
| 224 | Larson Financial Group#224 · 76 sh | 76 | $12.6K | <0.01% | +2.7% |
| 225 | Integrated Wealth Concepts#225 · 59 sh | 59 | $9.8K | 0.00% | New |
| 226 | Covestor Ltd#226 · 55 sh | 55 | $9.0K | <0.01% | +1733.3% |
| 227 | Rockefeller Capital Management L.P.#227 · 40 sh | 40 | $6.6K | 0.00% | +2.6% |
| 228 | LOS ANGELES CAPITAL MANAGEMENT#228 · 38 sh | 38 | $6.3K | 0.00% | -99.7% |
| 229 | Keating Financial Advisory Services#229 · 20 sh | 20 | $3.3K | <0.01% | +566.7% |
| 230 | WHITTIER OF NEVADA#230 · 16 sh | 16 | $2.6K | 0.00% | 0.0% |
| 231 | Ares Financial Consulting#231 · 12 sh | 12 | $2.0K | — | 0.0% |
| 232 | Bruce G. Allen Investments#232 · 9 sh | 9 | $1.5K | <0.01% | 0.0% |
| 233 | Physician Wealth Advisors#233 · 8 sh | 8 | $1.3K | — | 0.0% |
| 234 | Quarry#234 · 7 sh | 7 | $1.2K | <0.01% | New |
| 235 | ACTION POINT FINANCIAL PLANNING#235 · 7 sh | 7 | $1.2K | <0.01% | New |
| 236 | Institute for Wealth Management#236 · 6 sh | 6 | $1.1K | <0.01% | New |
| 237 | FARMERS & MERCHANTS INVESTMENTS#237 · 6 sh | 6 | $992.00 | — | New |
| 238 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#238 · 5 sh | 5 | $827.00 | 0.00% | -16.7% |
| 239 | MassMutual Private Wealth & , FSB#239 · 5 sh | 5 | $827.00 | — | 0.0% |
| 240 | JFS WEALTH ADVISORS#240 · 5 sh | 5 | $827.00 | 0.00% | New |
| 241 | CVA Family Office#241 · 4 sh | 4 | $662.00 | <0.01% | New |
| 242 | Silver Grove Financial Group#242 · 4 sh | 4 | $662.00 | <0.01% | New |
| 243 | Trust Co#243 · 3 sh | 3 | $496.00 | — | 0.0% |
| 244 | Bare Financial Services#244 · 3 sh | 3 | $496.00 | <0.01% | 0.0% |
| 245 | Hughes Financial Services#245 · 3 sh | 3 | $496.00 | <0.01% | New |
| 246 | Essential Partners#246 · 3 sh | 3 | $496.00 | — | 0.0% |
| 247 | Plante Moran Financial Advisors#247 · 2 sh | 2 | $331.00 | 0.00% | New |
| 248 | SHP Wealth Management#248 · 2 sh | 2 | $331.00 | 0.00% | New |
| 249 | Creative Capital Management Investments#249 · 2 sh | 2 | $331.00 | <0.01% | New |
| 250 | GILPIN WEALTH MANAGEMENT#250 · 2 sh | 2 | $331.00 | — | New |
| 251 | Rialto Wealth Management#251 · 1 sh | 1 | $166.00 | 0.00% | New |
| 252 | TD PRIVATE CLIENT WEALTH#252 · 1 sh | 1 | $165.00 | 0.00% | 0.0% |
| 253 | Davis Capital Management#253 · 1 sh | 1 | $165.00 | — | New |
| 254 | Ankerstar Wealth#254 · 1 sh | 1 | $165.00 | <0.01% | New |
| 255 | CULLEN/FROST BANKERS#255 · 0 sh | 0 | $2.00 | 0.00% | -100.0% |
| 256 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#256 · 24,743 sh | 24,743 | — | — | -2.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.