speb/financial-data huggingface dataset:
Holder of NCMI: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 725292 (value 2436981; 0.01% of shares outstanding; change 0.00)
Holder of NCMI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 653033 (value 2194190; 0.01% of shares outstanding; change 0.00)
Holder of NCMI: VANGUARD SCOTTSDALE FUNDS-Vanguard Explorer Value Fund
Shares held as of 2026-02-28: 939683 (value 3542604; 0.01% of shares outstanding; change 0.24)
Holder of NCMI: HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Small Cap Value Fund
Shares held as of 2026-03-31: 1883800 (value 7101925; 0.02% of shares outstanding; change 0.57)
Holder of NCMI: HOTCHKIS & WILEY Fd.S/DE/-Hotchkis & Wiley Small Cap Diversified Value
Shares held as of 2026-03-31: 553100 (value 2085186; 0.01% of shares outstanding; change 0.00)
Holder of NCMI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1024581 (value 3862670; 0.01% of shares outstanding; change -0.01)
Holder of NCMI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2141674 (value 8074110; 0.02% of shares outstanding; change 0.00)
Holder of NCMI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1634251 (value 5131548; 0.02% of shares outstanding; change 0.02)
Holder of NCMI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 576412 (value 1809933; 0.01% of shares outstanding; change 0.00)
Holder of NCMI: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 1865064 (value 7031291; 0.02% of shares outstanding; change 0.54)
Holder of NCMI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 668391 (value 2519834; 0.01% of shares outstanding; change 0.02)
Holder of NCMI: HARTFORD MUTUAL FUNDS INC/CT-HARTFORD SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 611850 (value 2306674; 0.01% of shares outstanding; change 0.14)
Holder of NCMI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1570237 (value 5275996; 0.02% of shares outstanding; change -0.04)
Holder of NCMI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 569827 (value 1914618; 0.01% of shares outstanding; change -0.01)
Holder of NCMI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1585183 (value 5976139; 0.02% of shares outstanding; change 0.01)
Holder of NCMI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 574656 (value 2166453; 0.01% of shares outstanding; change 0.01)
Holder of NCNA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2025-03-31: 751 (value 968; 0.00% of shares outstanding; change 0.00)
Holder of NCNO: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 1537250 (value 24718979; 0.01% of shares outstanding; change 0.20)
Holder of NCNO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1138814 (value 18312129; 0.01% of shares outstanding; change 0.01)
Holder of NCNO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1332401 (value 21425007; 0.01% of shares outstanding; change -0.04)
Holder of NCNO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2362922 (value 37995785; 0.02% of shares outstanding; change -0.04)
Holder of NCNO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3308512 (value 53200872; 0.03% of shares outstanding; change -0.01)
Holder of NCNO: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2025-12-31: 2414171 (value 38819869; 0.02% of shares outstanding; change -0.32)
Holder of NCNO: VANGUARD WHITEHALL FUNDS-Vanguard Mid-Cap Growth Fund
Shares held as of 2026-01-31: 2835357 (value 41367859; 0.03% of shares outstanding; change 0.57)
Holder of NCNO: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2616297 (value 43325876; 0.02% of shares outstanding; change 0.03)
Holder of NCNO: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 1550000 (value 25667999; 0.01% of shares outstanding; change -0.03)
Holder of NCNO: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 1381450 (value 22876811; 0.01% of shares outstanding; change -0.10)
Holder of NCNO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1166118 (value 19310913; 0.01% of shares outstanding; change 0.02)
Holder of NCNO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1329833 (value 22022033; 0.01% of shares outstanding; change 0.00)
Holder of NCNO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2378911 (value 39394764; 0.02% of shares outstanding; change 0.01)
Holder of NCNO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3354200 (value 55545550; 0.03% of shares outstanding; change 0.01)
Holder of NCNO: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2026-03-31: 1909171 (value 31615870; 0.02% of shares outstanding; change -0.21)
Holder of NCNO: Manager Directed Portfolios-Spyglass Growth Fund
Shares held as of 2026-04-30: 1814147 (value 30042273; 0.02% of shares outstanding; change 0.00)
Holder of NCNO: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1168129 (value 19344215; 0.01% of shares outstanding; change 0.53)
Holder of NCPL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 20590 (value 22649; 0.00% of shares outstanding; change 0.00)
Holder of NCPL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 61450 (value 57271; 0.01% of shares outstanding; change 0.55)
Holder of NCPL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3175 (value 2959; 0.00% of shares outstanding; change 0.00)
Holder of NCPL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4646 (value 4330; 0.00% of shares outstanding; change 0.00)
Holder of NCPL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 20590 (value 8254; 0.00% of shares outstanding; change 0.00)
Holder of NCPL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 61450 (value 38406; 0.01% of shares outstanding; change 0.00)
Holder of NCPL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3175 (value 1984; 0.00% of shares outstanding; change 0.00)
Holder of NCPL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4646 (value 2903; 0.00% of shares outstanding; change 0.00)
Holder of NCPL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 61450 (value 24635; 0.01% of shares outstanding; change 0.00)
Holder of NCPL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3175 (value 1272; 0.00% of shares outstanding; change 0.00)
Holder of NCPL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4646 (value 1862; 0.00% of shares outstanding; change 0.00)
Holder of NCRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 71682 (value 15913; 0.00% of shares outstanding; change 0.00)
Holder of NCRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 131061 (value 20982; 0.01% of shares outstanding; change 1.93)
Holder of NCRA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 11663 (value 1867; 0.00% of shares outstanding; change 0.00)
Holder of NCRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2389 (value 3296; 0.00% of shares outstanding; change 0.00)
Holder of NCRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 131061 (value 13761; 0.01% of shares outstanding; change 0.00)
Holder of NCRA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 11663 (value 1224; 0.00% of shares outstanding; change 0.00)
Holder of NCRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 4369 (value 6029; 0.00% of shares outstanding; change 0.00)
Holder of NCRA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 389 (value 536; 0.00% of shares outstanding; change 0.00)
Holder of NCSM: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 19843 (value 1031836; 0.01% of shares outstanding; change 0.05)
Holder of NCSM: Meridian Fund Inc-Meridian Small Cap Growth Fund
Shares held as of 2025-12-31: 35932 (value 1868464; 0.01% of shares outstanding; change 0.00)
Holder of NCSM: Tidal Trust II-Even Herd Long Short ETF
Shares held as of 2025-12-31: 2710 (value 114849; 0.00% of shares outstanding; change 1.44)
Holder of NCSM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 8333 (value 353152; 0.00% of shares outstanding; change 0.00)
Holder of NCSM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7045 (value 298567; 0.00% of shares outstanding; change 0.00)
Holder of NCSM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 3224 (value 159426; 0.00% of shares outstanding; change 0.37)
Holder of NCSM: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 3360 (value 166152; 0.00% of shares outstanding; change 1.33)
Holder of NCSM: Nationwide Mutual Funds-Nationwide Bailard Cognitive Value Fund
Shares held as of 2026-01-31: 8687 (value 429572; 0.00% of shares outstanding; change 0.00)
Holder of NCSM: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 10000 (value 472299; 0.00% of shares outstanding; change 0.00)
Holder of NCSM: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 19853 (value 937657; 0.01% of shares outstanding; change 0.00)
Holder of NCSM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 4003 (value 208156; 0.00% of shares outstanding; change -0.08)
Holder of NCSM: Meridian Fund Inc-Meridian Small Cap Growth Fund
Shares held as of 2026-03-31: 27330 (value 1290795; 0.01% of shares outstanding; change -0.24)
Holder of NCSM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 8333 (value 393567; 0.00% of shares outstanding; change 0.00)
Holder of NCSM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8929 (value 421716; 0.00% of shares outstanding; change 0.27)
Holder of NCSM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 1968 (value 102336; 0.00% of shares outstanding; change -0.08)
Holder of NCSM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 3536 (value 167005; 0.00% of shares outstanding; change 0.10)
Holder of NCSM: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 6894 (value 325603; 0.00% of shares outstanding; change 1.05)
Holder of NCSM: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 2032 (value 95971; 0.00% of shares outstanding; change 0.10)
Holder of NCSM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 4124 (value 203931; 0.00% of shares outstanding; change 0.03)
Holder of NCSM: Nationwide Mutual Funds-Nationwide Bailard Small Cap Value Fund
Shares held as of 2026-04-30: 8687 (value 410287; 0.00% of shares outstanding; change 0.00)
Holder of NCSM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 1981 (value 97960; 0.00% of shares outstanding; change 0.01)
Holder of NCSM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 4124 (value 194776; 0.00% of shares outstanding; change 0.00)
Holder of NCTY: -Grayscale Bitcoin Miners ETF
Shares held as of 2025-12-31: 6214 (value 32685; 0.00% of shares outstanding; change 0.13)
Holder of NCTY: -Grayscale Bitcoin Miners ETF
Shares held as of 2026-03-31: 10182 (value 32684; 0.00% of shares outstanding; change 0.64)
Holder of NCTY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4242 (value 19894; 0.00% of shares outstanding; change 0.00)
Holder of NCTY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4242 (value 20997; 0.00% of shares outstanding; change 0.00)
Holder of NCTY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4242 (value 13616; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 602 (value 10312; 0.00% of shares outstanding; change 4.73)
Holder of NCV: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 602 (value 10541; 0.00% of shares outstanding; change 4.73)
Holder of NCV: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1355 (value 23726; 0.00% of shares outstanding; change 5.98)
Holder of NCV: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 5408 (value 94694; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 3393 (value 59411; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 1358 (value 23778; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 2675 (value 46839; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 1396 (value 24527; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 11067 (value 194447; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 206024 (value 3407637; 0.01% of shares outstanding; change 46.81)
Holder of NCV: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 377320 (value 6240873; 0.02% of shares outstanding; change -0.43)
Holder of NCV: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 430 (value 7112; 0.00% of shares outstanding; change -0.29)
Holder of NCV: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 1163 (value 19236; 0.00% of shares outstanding; change -0.14)
Holder of NCV: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 5408 (value 89448; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 3393 (value 56120; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 1358 (value 22461; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 2675 (value 44244; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 1396 (value 23089; 0.00% of shares outstanding; change 0.00)
Holder of NCV: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 11067 (value 183048; 0.00% of shares outstanding; change 0.00)
Holder of NCX.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 9110000 (value 25234699; 0.03% of shares outstanding; change -0.05)
Holder of NCX.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 10802545 (value 33163812; 0.03% of shares outstanding; change 0.19)
Holder of NCYT.L: Avantis International Equity Fund
Shares held as of 2024-05-31: 1610 (value 61180; 0.00% of shares outstanding; change 0.00)
Holder of NCYT.L: Avantis International Small Cap Value Fund
Shares held as of 2024-05-31: 19950 (value 758100; 0.00% of shares outstanding; change 0.00)
Holder of NCZ: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 93 (value 1425; 0.00% of shares outstanding; change -0.18)
Holder of NCZ: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 93 (value 1480; 0.00% of shares outstanding; change -0.18)
Holder of NCZ: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 209 (value 3327; 0.00% of shares outstanding; change -0.01)
Holder of NCZ: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 196734 (value 2984454; 0.01% of shares outstanding; change 1.00)
Holder of NCZ: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 336896 (value 5110712; 0.02% of shares outstanding; change -0.40)
Holder of NCZ: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 57 (value 864; 0.00% of shares outstanding; change -0.39)
Holder of NCZ: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 150 (value 2275; 0.00% of shares outstanding; change -0.28)
Holder of NDA.V: -Grayscale Bitcoin Miners ETF
Shares held as of 2025-12-31: 61391 (value 65688; 0.00% of shares outstanding; change 0.13)
Holder of NDA.V: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-04-30: 2490650 (value 2017426; 0.02% of shares outstanding; change 0.21)
Holder of NDA.V: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-05-31: 1361777 (value 789830; 0.01% of shares outstanding; change -0.45)
Holder of NDA.V: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-06-30: 1224048 (value 624264; 0.01% of shares outstanding; change -0.10)
Holder of NDAQ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11372891 (value 1052219837; 0.02% of shares outstanding; change 0.02)
Holder of NDAQ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 16147231 (value 1493941757; 0.03% of shares outstanding; change -0.01)
Holder of NDAQ: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 11630346 (value 1071038520; 0.02% of shares outstanding; change 0.03)
Holder of NDAQ: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 14589649 (value 1343560722; 0.03% of shares outstanding; change -0.10)
Holder of NDAQ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5734979 (value 530600237; 0.01% of shares outstanding; change 0.00)
Holder of NDAQ: Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND
Shares held as of 2026-03-31: 5860000 (value 539647378; 0.01% of shares outstanding; change -0.09)
Holder of NDAQ: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 6335486 (value 583434882; 0.01% of shares outstanding; change 0.43)
Holder of NDAQ: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11412514 (value 1050978372; 0.02% of shares outstanding; change 0.00)
Holder of NDAQ: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11048497 (value 1017456048; 0.02% of shares outstanding; change -0.01)
Holder of NDAQ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16249720 (value 1496436655; 0.03% of shares outstanding; change 0.01)
Holder of NDAQ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5754788 (value 475403040; 0.01% of shares outstanding; change 0.00)
Holder of NDAQ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5350621 (value 476098274; 0.01% of shares outstanding; change 0.03)
Holder of NDAQ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5808536 (value 479843162; 0.01% of shares outstanding; change 0.01)
Holder of NDAQ: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5746777 (value 529220672; 0.01% of shares outstanding; change 0.00)
Holder of NDAQ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5403082 (value 472877718; 0.01% of shares outstanding; change 0.01)
Holder of NDAQ: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5916480 (value 544848621; 0.01% of shares outstanding; change 0.02)
Holder of NDAQ: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5399909 (value 497277600; 0.01% of shares outstanding; change 0.00)
Holder of NDLS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 46291 (value 583266; 0.01% of shares outstanding; change 0.00)
Holder of NDLS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 184438 (value 2323918; 0.03% of shares outstanding; change 0.00)
Holder of NDLS: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 3650 (value 45990; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 3387 (value 42676; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-01-31: 23 (value 321; 0.00% of shares outstanding; change 0.10)
Holder of NDLS: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 30 (value 333; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 7044 (value 108195; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 27079 (value 333071; 0.00% of shares outstanding; change 0.15)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3263 (value 40134; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6539 (value 80429; 0.00% of shares outstanding; change 0.17)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7806 (value 96013; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 46290 (value 711014; 0.01% of shares outstanding; change 0.00)
Holder of NDLS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 184437 (value 2832952; 0.03% of shares outstanding; change 0.00)
Holder of NDLS: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 24 (value 368; 0.00% of shares outstanding; change 0.04)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 26980 (value 376640; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4393 (value 61326; 0.00% of shares outstanding; change 0.35)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6539 (value 91284; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7806 (value 108971; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 23429 (value 359869; 0.00% of shares outstanding; change -0.13)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4393 (value 67476; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6539 (value 100439; 0.00% of shares outstanding; change 0.00)
Holder of NDLS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7806 (value 119900; 0.00% of shares outstanding; change 0.00)
Holder of NDM.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 1091245 (value 3459246; 0.00% of shares outstanding; change -0.21)
Holder of NDM.TO: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-01-31: 8480331 (value 24932173; 0.02% of shares outstanding; change 0.00)
Holder of NDM.TO: -Sarmaya Thematic ETF
Shares held as of 2026-02-28: 127205 (value 361262; 0.00% of shares outstanding; change 1.33)
Holder of NDM.TO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 403052 (value 894775; 0.00% of shares outstanding; change 1.00)
Holder of NDM.TO: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-03-31: 297338 (value 942561; 0.00% of shares outstanding; change 1.00)
Holder of NDM.TO: STATE STREET Inst. INVESTMENT TRT-State Street Global All Cap Eqy. ex-
Shares held as of 2026-03-31: 168100 (value 373182; 0.00% of shares outstanding; change 1.00)
Holder of NDM.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 1369092 (value 3039384; 0.00% of shares outstanding; change 0.25)
Holder of NDM.TO: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-04-30: 8480331 (value 18826335; 0.02% of shares outstanding; change 0.00)
Holder of NDM.TO: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-04-30: 297338 (value 874173; 0.00% of shares outstanding; change 0.00)
Holder of NDM.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-04-30: 22061804 (value 62655521; 0.04% of shares outstanding; change 0.05)
Holder of NDM.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 429231 (value 1261939; 0.00% of shares outstanding; change 0.02)
Holder of NDM.TO: iShares Trust-iShares Copper and Metals Mining ETF
Shares held as of 2026-04-30: 673813 (value 1981010; 0.00% of shares outstanding; change 0.02)
Holder of NDM.TO: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 131131 (value 385525; 0.00% of shares outstanding; change 0.03)
Holder of NDM.TO: iShares, Inc.-iShares MSCI Global Metals & Mining Producers ETF
Shares held as of 2026-04-30: 637331 (value 1873753; 0.00% of shares outstanding; change -0.01)
Holder of NDM.TO: Fidelity Salem Street Trust-Fidelity Total International Index Fund
Shares held as of 2026-05-31: 297338 (value 660090; 0.00% of shares outstanding; change 0.00)
Holder of NDM.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 22450277 (value 51860138; 0.04% of shares outstanding; change 0.02)
Holder of NDM.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 420535 (value 933587; 0.00% of shares outstanding; change -0.02)
Holder of NDM.TO: iShares Trust-iShares Copper and Metals Mining ETF
Shares held as of 2026-05-31: 673813 (value 1495864; 0.00% of shares outstanding; change 0.00)
Holder of NDM.TO: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 132048 (value 326158; 0.00% of shares outstanding; change 0.01)
Holder of NDM.TO: iShares, Inc.-iShares MSCI Global Metals & Mining Producers ETF
Shares held as of 2026-05-31: 685835 (value 1522553; 0.00% of shares outstanding; change 0.08)
Holder of NDM.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 22876805 (value 50786507; 0.04% of shares outstanding; change 0.02)
Holder of NDM.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P North American Natural Re
Shares held as of 2026-06-30: 138400 (value 307248; 0.00% of shares outstanding; change 1.00)
Holder of NDMO: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 32196 (value 335160; 0.00% of shares outstanding; change 1.00)
Holder of NDMO: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 8848 (value 92107; 0.00% of shares outstanding; change 1.00)
Holder of NDMO: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 12385 (value 128927; 0.00% of shares outstanding; change 1.00)
Holder of NDMO: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 27518 (value 286462; 0.00% of shares outstanding; change 1.00)
Holder of NDMO: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 9271 (value 96511; 0.00% of shares outstanding; change 1.00)
Holder of NDMO: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 388120 (value 3985992; 0.01% of shares outstanding; change 0.01)
Holder of NDMO: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 399398 (value 4113799; 0.01% of shares outstanding; change 0.03)
Holder of NDMO: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 352107 (value 3538675; 0.01% of shares outstanding; change -0.12)
Holder of NDRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2816 (value 15488; 0.00% of shares outstanding; change 0.00)
Holder of NDRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 15808 (value 66867; 0.01% of shares outstanding; change 1.58)
Holder of NDRA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1597 (value 6755; 0.00% of shares outstanding; change 0.00)
Holder of NDRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2816 (value 13685; 0.00% of shares outstanding; change 0.00)
Holder of NDRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 15750 (value 81584; 0.01% of shares outstanding; change 0.00)
Holder of NDRA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1597 (value 8272; 0.00% of shares outstanding; change 0.00)
Holder of NDRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 14580 (value 70858; 0.01% of shares outstanding; change -0.07)
Holder of NDRA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1597 (value 7761; 0.00% of shares outstanding; change 0.00)
Holder of NDSN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1346488 (value 386886378; 0.02% of shares outstanding; change 0.02)
Holder of NDSN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 683161 (value 196292640; 0.01% of shares outstanding; change 0.02)
Holder of NDSN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1211325 (value 348049995; 0.02% of shares outstanding; change 0.01)
Holder of NDSN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1667681 (value 479174759; 0.03% of shares outstanding; change 0.05)
Holder of NDSN: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 687669 (value 203391852; 0.01% of shares outstanding; change -0.13)
Holder of NDSN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 675805 (value 194179041; 0.01% of shares outstanding; change -0.01)
Holder of NDSN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1345392 (value 397926577; 0.02% of shares outstanding; change 0.00)
Holder of NDSN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 683552 (value 202174167; 0.01% of shares outstanding; change 0.00)
Holder of NDSN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1221981 (value 361425306; 0.02% of shares outstanding; change 0.01)
Holder of NDSN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1678443 (value 496433067; 0.03% of shares outstanding; change 0.01)
Holder of NDSN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 678131 (value 200672534; 0.01% of shares outstanding; change 0.00)
Holder of NDSN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 616766 (value 177758123; 0.01% of shares outstanding; change -0.03)
Holder of NDSN: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-04-30: 579503 (value 163842889; 0.01% of shares outstanding; change -0.04)
Holder of NDSN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 638083 (value 183901895; 0.01% of shares outstanding; change 0.03)
Holder of NDSN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 683930 (value 202388574; 0.01% of shares outstanding; change 0.00)
Holder of NDSN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 677192 (value 200293070; 0.01% of shares outstanding; change 0.00)
Holder of NDSN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 613659 (value 177335184; 0.01% of shares outstanding; change -0.01)
Holder of NDSN: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-05-31: 573673 (value 169761321; 0.01% of shares outstanding; change -0.01)
Holder of NDSN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 644314 (value 184512197; 0.01% of shares outstanding; change 0.01)
Holder of NDSN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 696702 (value 206063542; 0.01% of shares outstanding; change 0.02)
Holder of NDSN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 653553 (value 193301363; 0.01% of shares outstanding; change 0.07)
Holder of NDSN: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 568859 (value 168251420; 0.01% of shares outstanding; change -0.01)
Holder of NDSN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 640649 (value 189484747; 0.01% of shares outstanding; change -0.01)
Holder of NE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1631180 (value 75817245; 0.01% of shares outstanding; change -0.03)
Holder of NE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2882588 (value 133982688; 0.02% of shares outstanding; change -0.04)
Holder of NE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4007672 (value 186276592; 0.03% of shares outstanding; change 0.01)
Holder of NE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1648573 (value 68712523; 0.01% of shares outstanding; change 0.23)
Holder of NE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 9907985 (value 412964817; 0.06% of shares outstanding; change 0.08)
Holder of NE: NEW ECONOMY FUND
Shares held as of 2026-03-31: 1689257 (value 73077254; 0.01% of shares outstanding; change 0.00)
Holder of NE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1641375 (value 71005879; 0.01% of shares outstanding; change 0.01)
Holder of NE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2936856 (value 127048385; 0.02% of shares outstanding; change 0.02)
Holder of NE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4050232 (value 175213029; 0.03% of shares outstanding; change 0.01)
Holder of NE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3086907 (value 143479435; 0.02% of shares outstanding; change 0.01)
Holder of NE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3327230 (value 151089513; 0.02% of shares outstanding; change 0.00)
Holder of NE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1653407 (value 71526384; 0.01% of shares outstanding; change 0.00)
Holder of NE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 9907985 (value 428619414; 0.06% of shares outstanding; change 0.00)
Holder of NE: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 2195051 (value 99677265; 0.01% of shares outstanding; change -0.01)
Holder of NE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7663491 (value 319414307; 0.05% of shares outstanding; change 0.01)
Holder of NE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2966143 (value 123628841; 0.02% of shares outstanding; change -0.04)
Holder of NE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3320322 (value 138391021; 0.02% of shares outstanding; change 0.00)
Holder of NE: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 2138670 (value 83194266; 0.01% of shares outstanding; change -0.03)
Holder of NE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7630190 (value 330082006; 0.05% of shares outstanding; change 0.00)
Holder of NE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3021035 (value 130689969; 0.02% of shares outstanding; change 0.02)
Holder of NE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3393122 (value 146786452; 0.02% of shares outstanding; change 0.02)
Holder of NE: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 2116495 (value 91559570; 0.01% of shares outstanding; change -0.01)
Holder of NEA: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 229711 (value 2650864; 0.00% of shares outstanding; change 0.00)
Holder of NEA: Clearwater Investment Trust-Clearwater Tax-Exempt Bond Fund
Shares held as of 2026-03-31: 42674 (value 479229; 0.00% of shares outstanding; change -0.45)
Holder of NEA: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 229711 (value 2579654; 0.00% of shares outstanding; change 0.00)
Holder of NEA: First TRT Exch-Trd Fd. VIII-First TRT Flexible Municipal High Income E
Shares held as of 2026-03-31: 14622 (value 168299; 0.00% of shares outstanding; change 0.00)
Holder of NEA: SIT MUTUAL FUNDS II INC-Sit Tax-Free Income Fund
Shares held as of 2026-03-31: 20612 (value 231472; 0.00% of shares outstanding; change -0.13)
Holder of NEA: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 1330441 (value 15300071; 0.00% of shares outstanding; change 0.01)
Holder of NEA: First TRT Exch-Trd Fd. VIII-First TRT Flexible Municipal High Income E
Shares held as of 2026-05-31: 14622 (value 164205; 0.00% of shares outstanding; change 0.00)
Holder of NEA: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 1369101 (value 15922644; 0.00% of shares outstanding; change 0.03)
Holder of NEA: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 1413670 (value 15875513; 0.00% of shares outstanding; change 0.03)
Holder of NECB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 79197 (value 1979925; 0.01% of shares outstanding; change 0.11)
Holder of NECB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 128345 (value 3111082; 0.01% of shares outstanding; change -0.07)
Holder of NECB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 367678 (value 8912514; 0.03% of shares outstanding; change 0.00)
Holder of NECB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 98424 (value 2554102; 0.01% of shares outstanding; change 0.00)
Holder of NECB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 123988 (value 3217488; 0.01% of shares outstanding; change 0.00)
Holder of NECB: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 61146 (value 1630152; 0.00% of shares outstanding; change 0.01)
Holder of NECB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 87022 (value 2320006; 0.01% of shares outstanding; change 0.10)
Holder of NECB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 62241 (value 1556025; 0.00% of shares outstanding; change -0.02)
Holder of NECB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 128345 (value 3421677; 0.01% of shares outstanding; change 0.00)
Holder of NECB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 367678 (value 9802295; 0.03% of shares outstanding; change 0.00)
Holder of NECB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 330518 (value 8011756; 0.02% of shares outstanding; change 0.02)
Holder of NECB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 107564 (value 2607351; 0.01% of shares outstanding; change 0.00)
Holder of NECB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 111805 (value 2980721; 0.01% of shares outstanding; change 0.14)
Holder of NECB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 62015 (value 1609289; 0.00% of shares outstanding; change 0.00)
Holder of NECB: Fidelity Covington Trust-Fidelity Small-Mid Multifactor ETF
Shares held as of 2026-04-30: 88585 (value 2214625; 0.01% of shares outstanding; change 0.02)
Holder of NECB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 124347 (value 3315091; 0.01% of shares outstanding; change 0.00)
Holder of NECB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 317579 (value 8241175; 0.02% of shares outstanding; change -0.04)
Holder of NECB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 106334 (value 2759367; 0.01% of shares outstanding; change -0.01)
Holder of NECB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 62015 (value 1653319; 0.00% of shares outstanding; change 0.00)
Holder of NECB: Fidelity Covington Trust-Fidelity Small-Mid Multifactor ETF
Shares held as of 2026-05-31: 89077 (value 2311548; 0.01% of shares outstanding; change 0.01)
Holder of NECB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 320600 (value 8547195; 0.02% of shares outstanding; change 0.01)
Holder of NECB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 107236 (value 2858911; 0.01% of shares outstanding; change 0.01)
Holder of NECB: Fidelity Covington Trust-Fidelity Small-Mid Multifactor ETF
Shares held as of 2026-06-30: 89699 (value 2391375; 0.01% of shares outstanding; change 0.01)
Holder of NEE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 52519375 (value 4569710930; 0.03% of shares outstanding; change 0.03)
Holder of NEE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 65466368 (value 5696228819; 0.03% of shares outstanding; change 0.00)
Holder of NEE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2025-12-31: 18165535 (value 1592209170; 0.01% of shares outstanding; change 0.03)
Holder of NEE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 11993454 (value 1040432134; 0.01% of shares outstanding; change 0.00)
Holder of NEE: VANGUARD WORLD FUND-Vanguard Utilities Index Fund
Shares held as of 2026-02-28: 14015253 (value 1258289397; 0.01% of shares outstanding; change 0.02)
Holder of NEE: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 16709353 (value 1449536372; 0.01% of shares outstanding; change 0.00)
Holder of NEE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 26596527 (value 2314163871; 0.01% of shares outstanding; change 0.00)
Holder of NEE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 52922471 (value 4751379381; 0.03% of shares outstanding; change 0.01)
Holder of NEE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 66164971 (value 5940291015; 0.03% of shares outstanding; change 0.01)
Holder of NEE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 18271707 (value 1640433832; 0.01% of shares outstanding; change 0.01)
Holder of NEE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 11742619 (value 1054252319; 0.01% of shares outstanding; change -0.02)
Holder of NEE: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 17332083 (value 1509624402; 0.01% of shares outstanding; change 0.04)
Holder of NEE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 26688350 (value 2315214362; 0.01% of shares outstanding; change 0.00)
Holder of NEE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 12664828 (value 1137048242; 0.01% of shares outstanding; change 0.06)
Holder of NEE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 34597943 (value 2975077044; 0.02% of shares outstanding; change -0.03)
Holder of NEE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 24870383 (value 2138604181; 0.01% of shares outstanding; change 0.03)
Holder of NEE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 26937713 (value 2336846602; 0.01% of shares outstanding; change 0.01)
Holder of NEE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 26651219 (value 2392746409; 0.01% of shares outstanding; change 0.00)
Holder of NEE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 33888782 (value 2951712860; 0.02% of shares outstanding; change -0.02)
Holder of NEE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 25113794 (value 2187411419; 0.01% of shares outstanding; change 0.01)
Holder of NEE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 27438705 (value 2463446901; 0.01% of shares outstanding; change 0.02)
Holder of NEE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 34069753 (value 3058782382; 0.02% of shares outstanding; change 0.01)
Holder of NEE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 25204054 (value 2262819937; 0.01% of shares outstanding; change 0.00)
Holder of NEGG: -Alpha Architect US Equity 2 ETF
Shares held as of 2025-12-31: 140 (value 2599; 0.00% of shares outstanding; change 1.00)
Holder of NEGG: Hussman Investment Trust-Hussman Strategic Allocation Fund
Shares held as of 2025-12-31: 1000 (value 18569; 0.00% of shares outstanding; change -0.50)
Holder of NEGG: Hussman Investment Trust-Hussman Strategic Market Cycle Fund
Shares held as of 2025-12-31: 20000 (value 371399; 0.00% of shares outstanding; change -0.50)
Holder of NEGG: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2025-12-31: 6108 (value 105912; 0.00% of shares outstanding; change -0.03)