speb/financial-data huggingface dataset:
Holder of NBHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1301457 (value 56392134; 0.03% of shares outstanding; change 0.09)
Holder of NBHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 927958 (value 38816484; 0.02% of shares outstanding; change -0.04)
Holder of NBHC: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 505784 (value 21915621; 0.01% of shares outstanding; change -0.08)
Holder of NBHC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 413162 (value 17282567; 0.01% of shares outstanding; change 0.02)
Holder of NBHC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 578661 (value 25310633; 0.01% of shares outstanding; change 0.05)
Holder of NBHC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2746929 (value 117623498; 0.06% of shares outstanding; change 0.21)
Holder of NBHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 924140 (value 39571674; 0.02% of shares outstanding; change 0.00)
Holder of NBHC: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 419356 (value 17956823; 0.01% of shares outstanding; change 0.15)
Holder of NBHC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 534379 (value 23523363; 0.01% of shares outstanding; change -0.08)
Holder of NBHC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2730627 (value 118318072; 0.06% of shares outstanding; change -0.01)
Holder of NBHC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 932938 (value 40424205; 0.02% of shares outstanding; change 0.01)
Holder of NBHC: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 431448 (value 18694642; 0.01% of shares outstanding; change 0.03)
Holder of NBHC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 615588 (value 26673429; 0.01% of shares outstanding; change 0.15)
Holder of NBIS: ALGER FUNDS II-Alger Spectra Fund
Shares held as of 2026-01-31: 1498693 (value 429660299; 0.01% of shares outstanding; change -0.04)
Holder of NBIS: ALGER FUNDS-Alger Capital Appreciation Fund
Shares held as of 2026-01-31: 873820 (value 250515457; 0.00% of shares outstanding; change -0.01)
Holder of NBIS: ALGER INSTITUTIONAL FUNDS-Alger Focus Equity Fund
Shares held as of 2026-01-31: 2313894 (value 663370276; 0.01% of shares outstanding; change 0.49)
Holder of NBIS: ALGER Inst. Fd.S-Alger Capital Appreciation Inst. Fd.
Shares held as of 2026-01-31: 1110188 (value 318279800; 0.01% of shares outstanding; change 0.02)
Holder of NBIS: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 2259803 (value 401589606; 0.01% of shares outstanding; change 0.17)
Holder of NBIS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 785320 (value 181479595; 0.00% of shares outstanding; change 0.02)
Holder of NBIS: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 754159 (value 174278600; 0.00% of shares outstanding; change -0.01)
Holder of NBIS: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-03-31: 1917854 (value 360115453; 0.01% of shares outstanding; change 0.24)
Holder of NBIS: JANUS INVESTMENT Fd.-Janus Henderson Global Technology and Innovation 
Shares held as of 2026-03-31: 869840 (value 163329860; 0.00% of shares outstanding; change -0.01)
Holder of NBIS: ALGER FUNDS II-Alger Spectra Fund
Shares held as of 2026-04-30: 1261495 (value 236870921; 0.01% of shares outstanding; change -0.16)
Holder of NBIS: ALGER FUNDS-Alger Capital Appreciation Fund
Shares held as of 2026-04-30: 746679 (value 132692330; 0.00% of shares outstanding; change -0.15)
Holder of NBIS: ALGER INSTITUTIONAL FUNDS-Alger Focus Equity Fund
Shares held as of 2026-04-30: 1654713 (value 310705467; 0.01% of shares outstanding; change -0.28)
Holder of NBIS: ALGER Inst. Fd.S-Alger Capital Appreciation Inst. Fd.
Shares held as of 2026-04-30: 914137 (value 171647508; 0.00% of shares outstanding; change -0.18)
Holder of NBIS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 794649 (value 227817923; 0.00% of shares outstanding; change 0.01)
Holder of NBIS: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 776801 (value 222701080; 0.00% of shares outstanding; change 0.03)
Holder of NBIS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1518718 (value 435401267; 0.01% of shares outstanding; change 0.01)
Holder of NBIS: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 803031 (value 150785134; 0.00% of shares outstanding; change 0.01)
Holder of NBIS: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 780402 (value 146536086; 0.00% of shares outstanding; change 0.00)
Holder of NBIS: JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund
Shares held as of 2026-05-31: 1322538 (value 379158422; 0.01% of shares outstanding; change -0.31)
Holder of NBIS: JANUS INVESTMENT Fd.-Janus Henderson Global Technology and Innovation 
Shares held as of 2026-05-31: 1004032 (value 287845936; 0.00% of shares outstanding; change 0.15)
Holder of NBIS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1491718 (value 280099895; 0.01% of shares outstanding; change -0.02)
Holder of NBIS: Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF
Shares held as of 2026-06-30: 966677 (value 181512944; 0.00% of shares outstanding; change 1.00)
Holder of NBIS: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 4678601 (value 878500929; 0.02% of shares outstanding; change 1.00)
Holder of NBIX: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 3964000 (value 627501212; 0.04% of shares outstanding; change 0.00)
Holder of NBIX: J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd.
Shares held as of 2025-12-31: 1220482 (value 193202304; 0.01% of shares outstanding; change 0.13)
Holder of NBIX: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2025-12-31: 1075041 (value 170178993; 0.01% of shares outstanding; change -0.02)
Holder of NBIX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1074156 (value 170038898; 0.01% of shares outstanding; change 0.01)
Holder of NBIX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1277198 (value 202180447; 0.01% of shares outstanding; change -0.03)
Holder of NBIX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2262609 (value 358171011; 0.02% of shares outstanding; change -0.04)
Holder of NBIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3128817 (value 495291740; 0.03% of shares outstanding; change 0.00)
Holder of NBIX: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 925683 (value 146526355; 0.01% of shares outstanding; change -0.04)
Holder of NBIX: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 3964000 (value 696752296; 0.04% of shares outstanding; change 0.00)
Holder of NBIX: J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd.
Shares held as of 2026-03-31: 1323361 (value 232607168; 0.01% of shares outstanding; change 0.08)
Holder of NBIX: JPMorgan Trust II-JPMorgan Mid Cap Growth Fund
Shares held as of 2026-03-31: 1207253 (value 212198864; 0.01% of shares outstanding; change 0.12)
Holder of NBIX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1120418 (value 196935876; 0.01% of shares outstanding; change 0.04)
Holder of NBIX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1294810 (value 227588759; 0.01% of shares outstanding; change 0.01)
Holder of NBIX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2314127 (value 406754112; 0.02% of shares outstanding; change 0.02)
Holder of NBIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3196296 (value 561812961; 0.03% of shares outstanding; change 0.02)
Holder of NBIX: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 759300 (value 121305763; 0.01% of shares outstanding; change 0.00)
Holder of NBIX: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3390159 (value 536628245; 0.03% of shares outstanding; change 0.02)
Holder of NBIX: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 751883 (value 135752477; 0.01% of shares outstanding; change -0.01)
Holder of NBIX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 723860 (value 130692925; 0.01% of shares outstanding; change -0.01)
Holder of NBIX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 719705 (value 126502550; 0.01% of shares outstanding; change -0.01)
Holder of NBIX: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3404810 (value 598463468; 0.03% of shares outstanding; change 0.00)
Holder of NBIX: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 773648 (value 135984112; 0.01% of shares outstanding; change 0.03)
Holder of NBN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 78765 (value 9903910; 0.01% of shares outstanding; change 0.00)
Holder of NBN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 215269 (value 27067923; 0.02% of shares outstanding; change 0.04)
Holder of NBN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 63970 (value 8188799; 0.01% of shares outstanding; change 0.00)
Holder of NBN: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 244328 (value 31276425; 0.03% of shares outstanding; change -0.05)
Holder of NBN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 72709 (value 9307478; 0.01% of shares outstanding; change 0.01)
Holder of NBN: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-02-28: 73527 (value 9245284; 0.01% of shares outstanding; change 0.00)
Holder of NBN: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 120000 (value 15088799; 0.01% of shares outstanding; change 0.35)
Holder of NBN: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 120000 (value 15508800; 0.01% of shares outstanding; change 0.35)
Holder of NBN: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 73527 (value 9412190; 0.01% of shares outstanding; change 0.00)
Holder of NBN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 82451 (value 10655967; 0.01% of shares outstanding; change 0.05)
Holder of NBN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 215269 (value 27821366; 0.02% of shares outstanding; change 0.00)
Holder of NBN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 182683 (value 22970560; 0.02% of shares outstanding; change 0.00)
Holder of NBN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 212758 (value 25379902; 0.02% of shares outstanding; change 0.02)
Holder of NBN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 65706 (value 8491843; 0.01% of shares outstanding; change 0.03)
Holder of NBN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 73258 (value 9467864; 0.01% of shares outstanding; change 0.01)
Holder of NBN: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 243297 (value 31443705; 0.03% of shares outstanding; change 0.00)
Holder of NBN: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-04-30: 72946 (value 9427541; 0.01% of shares outstanding; change -0.01)
Holder of NBN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 149614 (value 19437850; 0.02% of shares outstanding; change 0.05)
Holder of NBN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 175555 (value 22472794; 0.02% of shares outstanding; change -0.04)
Holder of NBN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 223982 (value 28671934; 0.02% of shares outstanding; change 0.05)
Holder of NBN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 138748 (value 18131587; 0.02% of shares outstanding; change -0.07)
Holder of NBN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 177136 (value 22893057; 0.02% of shares outstanding; change 0.01)
Holder of NBN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 234929 (value 30362225; 0.03% of shares outstanding; change 0.05)
Holder of NBN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 173357 (value 22404659; 0.02% of shares outstanding; change 0.25)
Holder of NBP: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 20035 (value 30653; 0.00% of shares outstanding; change 0.24)
Holder of NBP: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-01-31: 23312 (value 35667; 0.00% of shares outstanding; change 0.23)
Holder of NBP: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 14442 (value 22096; 0.00% of shares outstanding; change 0.00)
Holder of NBP: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-01-31: 48055 (value 73524; 0.00% of shares outstanding; change 0.32)
Holder of NBP: ALPS ETF TRUST-Barrons 400 ETF
Shares held as of 2026-02-28: 119062 (value 210739; 0.00% of shares outstanding; change 0.08)
Holder of NBP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 68849 (value 113256; 0.00% of shares outstanding; change 0.21)
Holder of NBP: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 539518 (value 992713; 0.00% of shares outstanding; change -0.04)
Holder of NBP: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 20035 (value 35461; 0.00% of shares outstanding; change 0.00)
Holder of NBP: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Social Core Eqy. 
Shares held as of 2026-04-30: 23312 (value 41262; 0.00% of shares outstanding; change 0.00)
Holder of NBP: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 21130 (value 37400; 0.00% of shares outstanding; change 0.46)
Holder of NBP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 68849 (value 105338; 0.00% of shares outstanding; change 0.00)
Holder of NBP: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-04-30: 22311 (value 33466; 0.00% of shares outstanding; change 0.03)
Holder of NBP: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 303465 (value 455197; 0.00% of shares outstanding; change 0.00)
Holder of NBP: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 48319 (value 71995; 0.00% of shares outstanding; change -0.07)
Holder of NBP: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 531664 (value 813445; 0.00% of shares outstanding; change -0.01)
Holder of NBP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 68849 (value 121862; 0.00% of shares outstanding; change 0.00)
Holder of NBP: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-05-31: 23427 (value 41700; 0.00% of shares outstanding; change 0.05)
Holder of NBP: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-05-31: 14210 (value 25293; 0.00% of shares outstanding; change 0.00)
Holder of NBP: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 303465 (value 540167; 0.00% of shares outstanding; change 0.00)
Holder of NBP: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 48319 (value 85524; 0.00% of shares outstanding; change 0.00)
Holder of NBP: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 527176 (value 933101; 0.00% of shares outstanding; change -0.01)
Holder of NBP: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 57197 (value 101238; 0.00% of shares outstanding; change 1.44)
Holder of NBP: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-06-30: 14210 (value 25151; 0.00% of shares outstanding; change 0.00)
Holder of NBP: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 297847 (value 527189; 0.00% of shares outstanding; change -0.02)
Holder of NBR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 158367 (value 14669534; 0.01% of shares outstanding; change -0.05)
Holder of NBR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 411785 (value 38143643; 0.03% of shares outstanding; change 0.07)
Holder of NBR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 138531 (value 12060508; 0.01% of shares outstanding; change 0.01)
Holder of NBR: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 305299 (value 25452778; 0.02% of shares outstanding; change 0.28)
Holder of NBR: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 101765 (value 9426491; 0.01% of shares outstanding; change 0.05)
Holder of NBR: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 103849 (value 8657891; 0.01% of shares outstanding; change 1.00)
Holder of NBR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 164045 (value 13676432; 0.01% of shares outstanding; change 0.04)
Holder of NBR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 451285 (value 37623631; 0.03% of shares outstanding; change 0.10)
Holder of NBR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 350404 (value 32457921; 0.02% of shares outstanding; change 0.01)
Holder of NBR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 121708 (value 11273811; 0.01% of shares outstanding; change -0.01)
Holder of NBR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 458711 (value 44004146; 0.03% of shares outstanding; change 0.07)
Holder of NBR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 139854 (value 11659628; 0.01% of shares outstanding; change 0.01)
Holder of NBR: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Equipment & Services E
Shares held as of 2026-04-30: 164205 (value 16688153; 0.01% of shares outstanding; change 0.16)
Holder of NBR: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-04-30: 242378 (value 23251321; 0.02% of shares outstanding; change -0.01)
Holder of NBR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 336784 (value 29320414; 0.02% of shares outstanding; change -0.04)
Holder of NBR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 120313 (value 10474449; 0.01% of shares outstanding; change -0.01)
Holder of NBR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 488465 (value 42525761; 0.03% of shares outstanding; change 0.06)
Holder of NBR: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Equipment & Services E
Shares held as of 2026-05-31: 177084 (value 14536824; 0.01% of shares outstanding; change 0.08)
Holder of NBR: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-05-31: 236157 (value 19386127; 0.02% of shares outstanding; change -0.03)
Holder of NBR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 339964 (value 28342799; 0.02% of shares outstanding; change 0.01)
Holder of NBR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 122732 (value 10232167; 0.01% of shares outstanding; change 0.02)
Holder of NBR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 523062 (value 43607680; 0.04% of shares outstanding; change 0.07)
Holder of NBR: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Equipment & Services E
Shares held as of 2026-06-30: 142825 (value 11907320; 0.01% of shares outstanding; change -0.19)
Holder of NBR: VanEck ETF Trust-VanEck Oil Services ETF
Shares held as of 2026-06-30: 288863 (value 24082509; 0.02% of shares outstanding; change 0.22)
Holder of NBRG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3912 (value 38957; 0.00% of shares outstanding; change 1.00)
Holder of NBRG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3912 (value 39041; 0.00% of shares outstanding; change 0.00)
Holder of NBRG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3912 (value 39041; 0.00% of shares outstanding; change 0.00)
Holder of NBTB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 566633 (value 26201110; 0.01% of shares outstanding; change 0.01)
Holder of NBTB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1125981 (value 52065363; 0.02% of shares outstanding; change -0.05)
Holder of NBTB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 727188 (value 33625174; 0.01% of shares outstanding; change -0.04)
Holder of NBTB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1551839 (value 71757037; 0.03% of shares outstanding; change -0.02)
Holder of NBTB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 502392 (value 23758118; 0.01% of shares outstanding; change 0.01)
Holder of NBTB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 582519 (value 30512345; 0.01% of shares outstanding; change 0.03)
Holder of NBTB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1145403 (value 59996210; 0.02% of shares outstanding; change 0.02)
Holder of NBTB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 729673 (value 38220272; 0.01% of shares outstanding; change 0.00)
Holder of NBTB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1585684 (value 83058129; 0.03% of shares outstanding; change 0.02)
Holder of NBTB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1261860 (value 58348408; 0.02% of shares outstanding; change 0.01)
Holder of NBTB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 411166 (value 19012316; 0.01% of shares outstanding; change 0.00)
Holder of NBTB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 508352 (value 26627478; 0.01% of shares outstanding; change 0.01)
Holder of NBTB: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 478867 (value 22353511; 0.01% of shares outstanding; change 0.01)
Holder of NBTB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3189183 (value 148871063; 0.06% of shares outstanding; change 0.02)
Holder of NBTB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1212510 (value 57339599; 0.02% of shares outstanding; change -0.04)
Holder of NBTB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 406471 (value 19222013; 0.01% of shares outstanding; change -0.01)
Holder of NBTB: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 487200 (value 22742496; 0.01% of shares outstanding; change -0.05)
Holder of NBTB: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 483183 (value 24134991; 0.01% of shares outstanding; change 0.01)
Holder of NBTB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3170935 (value 166093578; 0.06% of shares outstanding; change -0.01)
Holder of NBTB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1224236 (value 64125482; 0.02% of shares outstanding; change 0.01)
Holder of NBTB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 412983 (value 20628501; 0.01% of shares outstanding; change 0.02)
Holder of NBTB: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 501823 (value 26285489; 0.01% of shares outstanding; change 0.03)
Holder of NBTB: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 478508 (value 25064249; 0.01% of shares outstanding; change -0.01)
Holder of NBTB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 413078 (value 21637026; 0.01% of shares outstanding; change 0.48)
Holder of NBTX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4489 (value 159179; 0.00% of shares outstanding; change 0.00)
Holder of NBTX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4489 (value 158147; 0.00% of shares outstanding; change 0.00)
Holder of NBTX: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-04-30: 1048 (value 41605; 0.00% of shares outstanding; change 1.00)
Holder of NBTX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4489 (value 178213; 0.00% of shares outstanding; change 0.00)
Holder of NBXG: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 17928 (value 299218; 0.00% of shares outstanding; change 0.00)
Holder of NBXG: HC Capital Trust-The Institutional International Equity Portfolio
Shares held as of 2025-12-31: 20773 (value 346701; 0.00% of shares outstanding; change 1.00)
Holder of NBXG: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1338 (value 21287; 0.00% of shares outstanding; change -0.16)
Holder of NBXG: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 3011 (value 50253; 0.00% of shares outstanding; change 0.02)
Holder of NBXG: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 657960 (value 10468143; 0.01% of shares outstanding; change 0.03)
Holder of NBXG: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 160944 (value 2736048; 0.00% of shares outstanding; change 0.00)
Holder of NBXG: -NovaTide Flexible Allocation ETF
Shares held as of 2026-02-28: 52855 (value 787010; 0.00% of shares outstanding; change 1.77)
Holder of NBXG: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 741785 (value 11074850; 0.01% of shares outstanding; change 0.00)
Holder of NBXG: High Income Securities Fund
Shares held as of 2026-02-28: 429020 (value 6405268; 0.01% of shares outstanding; change 0.00)
Holder of NBXG: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 516957 (value 7718168; 0.01% of shares outstanding; change 0.11)
Holder of NBXG: HC Capital Trust-The Institutional International Equity Portfolio
Shares held as of 2026-03-31: 147005 (value 2194784; 0.00% of shares outstanding; change 6.08)
Holder of NBXG: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 985 (value 14706; 0.00% of shares outstanding; change -0.26)
Holder of NBXG: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 2665 (value 39788; 0.00% of shares outstanding; change -0.11)
Holder of NBXG: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 657960 (value 9823343; 0.01% of shares outstanding; change 0.00)
Holder of NBXG: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 129790 (value 1937764; 0.00% of shares outstanding; change 0.00)
Holder of NBXG: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 160944 (value 2402893; 0.00% of shares outstanding; change 0.00)
Holder of NBXG: -NovaTide Flexible Allocation ETF
Shares held as of 2026-05-31: 33219 (value 495959; 0.00% of shares outstanding; change -0.37)
Holder of NC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 42797 (value 2277228; 0.01% of shares outstanding; change 0.00)
Holder of NC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 45418 (value 2298150; 0.01% of shares outstanding; change 0.09)
Holder of NC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 118304 (value 5986182; 0.02% of shares outstanding; change 0.00)
Holder of NC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 38693 (value 1953609; 0.01% of shares outstanding; change -0.02)
Holder of NC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 38337 (value 1935635; 0.01% of shares outstanding; change 0.00)
Holder of NC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 116217 (value 5867796; 0.02% of shares outstanding; change 0.00)
Holder of NC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 48745 (value 2461135; 0.01% of shares outstanding; change -0.02)
Holder of NC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 39088 (value 1973553; 0.01% of shares outstanding; change 0.01)
Holder of NC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 42797 (value 2003327; 0.01% of shares outstanding; change 0.00)
Holder of NC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 47883 (value 2241403; 0.01% of shares outstanding; change 0.05)
Holder of NC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 118304 (value 5537810; 0.02% of shares outstanding; change 0.00)
Holder of NC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 90734 (value 4591140; 0.02% of shares outstanding; change 0.02)
Holder of NC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 35345 (value 1880707; 0.01% of shares outstanding; change -0.01)
Holder of NC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 37615 (value 1760758; 0.01% of shares outstanding; change -0.03)
Holder of NC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 38337 (value 1794555; 0.01% of shares outstanding; change 0.00)
Holder of NC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 116217 (value 5440117; 0.02% of shares outstanding; change 0.00)
Holder of NC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 48745 (value 2281753; 0.01% of shares outstanding; change 0.00)
Holder of NC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 39487 (value 1848386; 0.01% of shares outstanding; change 0.01)
Holder of NC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 87102 (value 4397780; 0.01% of shares outstanding; change -0.04)
Holder of NC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 35345 (value 1784569; 0.01% of shares outstanding; change 0.00)
Holder of NC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 87950 (value 4116939; 0.01% of shares outstanding; change 0.01)
Holder of NC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 35345 (value 1654499; 0.01% of shares outstanding; change 0.00)
Holder of NC1.AX: DFA Asia Pacific Small Company Series
Shares held as of 2022-01-31: 129866 (value 14934; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: DFA International Core Equity Portfolio
Shares held as of 2022-01-31: 34926 (value 4016; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: DFA International Small Cap Value Portfolio
Shares held as of 2022-01-31: 1070 (value 123; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: DFA International Sustainability Core 1 Portfolio
Shares held as of 2022-01-31: 1021 (value 117; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: DFA International Vector Equity Port
Shares held as of 2022-01-31: 6601 (value 759; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: DFA Investment Dimensions-DFA International Small Cap Growth Port
Shares held as of 2022-01-31: 1001 (value 115; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: DFA Investment Dimensions-DFA International Social Core Equity Port
Shares held as of 2022-01-31: 5130 (value 589; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: DFA Investment Dimensions-DFA Va International Small
Shares held as of 2022-01-31: 3314 (value 381; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: DFA Investment Dimensions-DFA World Ex U.S. Targeted Value Port
Shares held as of 2022-01-31: 3879 (value 446; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: DFA Investment Dimensions-World Ex U.S. Core Equity Port
Shares held as of 2022-01-31: 5353 (value 615; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: Dimensional ETF Tr-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2022-01-31: 6449 (value 741; 0.00% of shares outstanding; change 1.00)
Holder of NC1.AX: John Hancock Fds II-International Small Company Fund
Shares held as of 2022-02-28: 5051 (value 580; 0.00% of shares outstanding; change 1.00)
Holder of NCA: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-06-30: 368 (value 3426; 0.00% of shares outstanding; change 0.03)
Holder of NCAU.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 14120000 (value 7271799; 0.05% of shares outstanding; change 0.00)
Holder of NCAU.V: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-01-31: 8216000 (value 4231239; 0.03% of shares outstanding; change 0.00)
Holder of NCAU.V: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 7040000 (value 2076799; 0.02% of shares outstanding; change 0.00)
Holder of NCAU.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 600000 (value 176999; 0.00% of shares outstanding; change 0.00)
Holder of NCAU.V: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 18000002 (value 5310000; 0.06% of shares outstanding; change 0.00)
Holder of NCAU.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 15520000 (value 4578399; 0.05% of shares outstanding; change 0.10)
Holder of NCAU.V: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-04-30: 9216000 (value 2718719; 0.03% of shares outstanding; change 0.12)
Holder of NCB.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 36205544 (value 1603362510; 0.01% of shares outstanding; change -0.03)
Holder of NCB.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 84740011 (value 3752711374; 0.01% of shares outstanding; change -0.01)
Holder of NCB.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 162389024 (value 8866440462; 0.02% of shares outstanding; change 0.00)
Holder of NCB.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 197518780 (value 10784525086; 0.03% of shares outstanding; change -0.01)
Holder of NCB.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 56890623 (value 3106227928; 0.01% of shares outstanding; change -0.03)
Holder of NCB.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 36033874 (value 1967449465; 0.01% of shares outstanding; change -0.07)
Holder of NCB.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 62357897 (value 2761519459; 0.01% of shares outstanding; change 0.07)
Holder of NCB.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 46416004 (value 2055532730; 0.01% of shares outstanding; change 0.03)
Holder of NCB.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 79324245 (value 3512874177; 0.01% of shares outstanding; change 0.03)
Holder of NCB.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 36685526 (value 2003029663; 0.01% of shares outstanding; change 0.01)
Holder of NCB.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 85826987 (value 3800848106; 0.01% of shares outstanding; change 0.01)
Holder of NCB.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 84914236 (value 4636317156; 0.01% of shares outstanding; change 0.00)
Holder of NCB.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 87422663 (value 4773277266; 0.01% of shares outstanding; change 0.02)
Holder of NCB.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 44448584 (value 2426892618; 0.01% of shares outstanding; change 0.00)
Holder of NCB.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 78858362 (value 4305666444; 0.01% of shares outstanding; change -0.01)
Holder of NCB.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 64040882 (value 3496632059; 0.01% of shares outstanding; change 0.00)
Holder of NCDL: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 94838 (value 1211081; 0.00% of shares outstanding; change 1.00)
Holder of NCDL: Virtus Alternative Solutions TRT-Virtus AlphaSimplex Global Alternativ
Shares held as of 2025-12-31: 2594 (value 33877; 0.00% of shares outstanding; change -0.10)
Holder of NCDL: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 28038 (value 342904; 0.00% of shares outstanding; change 0.02)
Holder of NCDL: -FT Confluence BDC & Specialty Finance Income ETF
Shares held as of 2026-02-28: 50859 (value 645400; 0.00% of shares outstanding; change -0.03)
Holder of NCDL: High Income Securities Fund
Shares held as of 2026-02-28: 79482 (value 964116; 0.00% of shares outstanding; change 2.23)
Holder of NCDL: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 175377 (value 2127323; 0.00% of shares outstanding; change -0.10)
Holder of NCDL: Mercer Funds-Mercer Opportunistic Fixed Income Fund
Shares held as of 2026-03-31: 36565 (value 443533; 0.00% of shares outstanding; change 0.26)
Holder of NCDL: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 115776 (value 1404362; 0.00% of shares outstanding; change 0.22)
Holder of NCDL: Virtus Alternative Solutions TRT-Virtus AlphaSimplex Global Alternativ
Shares held as of 2026-03-31: 2587 (value 31380; 0.00% of shares outstanding; change 0.00)
Holder of NCDL: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 24246 (value 294103; 0.00% of shares outstanding; change -0.14)
Holder of NCDL: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-04-30: 850994 (value 10867193; 0.02% of shares outstanding; change 0.00)
Holder of NCDL: Invesco Exchange-Traded Fund Trust-Invesco BuyBack Achievers ETF
Shares held as of 2026-04-30: 41115 (value 525038; 0.00% of shares outstanding; change 0.00)
Holder of NCDL: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-04-30: 591200 (value 7549624; 0.01% of shares outstanding; change 0.15)
Holder of NCDL: -FT Confluence BDC & Specialty Finance Income ETF
Shares held as of 2026-05-31: 52154 (value 632628; 0.00% of shares outstanding; change 0.03)
Holder of NCDL: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-05-31: 858271 (value 10891458; 0.02% of shares outstanding; change 0.01)
Holder of NCDL: Invesco Exchange-Traded Fund Trust-Invesco BuyBack Achievers ETF
Shares held as of 2026-05-31: 43166 (value 547776; 0.00% of shares outstanding; change 0.05)
Holder of NCDL: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-05-31: 596408 (value 7538597; 0.01% of shares outstanding; change 0.01)
Holder of NCDL: Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 
Shares held as of 2026-06-30: 848064 (value 10287016; 0.02% of shares outstanding; change -0.01)
Holder of NCDL: Invesco Exchange-Traded Fund Trust-Invesco BuyBack Achievers ETF
Shares held as of 2026-06-30: 42907 (value 520461; 0.00% of shares outstanding; change -0.01)
Holder of NCDL: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-06-30: 767952 (value 9315257; 0.02% of shares outstanding; change 0.29)
Holder of NCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1270 (value 13017; 0.00% of shares outstanding; change 1.00)
Holder of NCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1270 (value 14477; 0.00% of shares outstanding; change 0.00)
Holder of NCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1270 (value 14884; 0.00% of shares outstanding; change 0.00)
Holder of NCL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 45539 (value 7632; 0.00% of shares outstanding; change 0.00)
Holder of NCL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 232078 (value 36575; 0.00% of shares outstanding; change 1.78)
Holder of NCL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8279 (value 1304; 0.00% of shares outstanding; change 0.00)
Holder of NCL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4714 (value 742; 0.00% of shares outstanding; change 0.00)
Holder of NCL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 45539 (value 7240; 0.00% of shares outstanding; change 0.00)
Holder of NCL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 231233 (value 38615; 0.00% of shares outstanding; change 0.00)
Holder of NCL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8279 (value 1382; 0.00% of shares outstanding; change 0.00)
Holder of NCL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4714 (value 787; 0.00% of shares outstanding; change 0.00)
Holder of NCL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 231233 (value 36766; 0.00% of shares outstanding; change 0.00)
Holder of NCL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8279 (value 1316; 0.00% of shares outstanding; change 0.00)
Holder of NCL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4714 (value 749; 0.00% of shares outstanding; change 0.00)
Holder of NCLH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11480953 (value 210560679; 0.03% of shares outstanding; change 0.03)
Holder of NCLH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 5830630 (value 106933755; 0.01% of shares outstanding; change -0.03)
Holder of NCLH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 10330702 (value 189465076; 0.02% of shares outstanding; change -0.04)
Holder of NCLH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 14271144 (value 261732783; 0.03% of shares outstanding; change 0.00)
Holder of NCLH: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 15409313 (value 298478405; 0.03% of shares outstanding; change 0.00)
Holder of NCLH: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 6383458 (value 117072620; 0.01% of shares outstanding; change 0.05)
Holder of NCLH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5814006 (value 106628870; 0.01% of shares outstanding; change 0.00)
Holder of NCLH: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 6568234 (value 127226698; 0.01% of shares outstanding; change 0.00)
Holder of NCLH: SmallCap World Fund Inc
Shares held as of 2026-03-31: 5558251 (value 107996818; 0.01% of shares outstanding; change 0.21)
Holder of NCLH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11569645 (value 224104033; 0.03% of shares outstanding; change 0.01)
Holder of NCLH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 5878424 (value 113865077; 0.01% of shares outstanding; change 0.01)
Holder of NCLH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 10497141 (value 203329629; 0.02% of shares outstanding; change 0.02)
Holder of NCLH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 14489188 (value 280655583; 0.03% of shares outstanding; change 0.02)
Holder of NCLH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5834153 (value 116916431; 0.01% of shares outstanding; change 0.00)
Holder of NCLH: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 8250661 (value 160310345; 0.02% of shares outstanding; change -0.03)
Holder of NCLH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5881599 (value 117867249; 0.01% of shares outstanding; change 0.00)
Holder of NCLH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5825963 (value 112848908; 0.01% of shares outstanding; change 0.00)
Holder of NCLH: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 8212636 (value 159817889; 0.02% of shares outstanding; change 0.00)
Holder of NCLH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5559524 (value 109856195; 0.01% of shares outstanding; change 0.01)
Holder of NCLH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5990779 (value 116041394; 0.01% of shares outstanding; change 0.02)
Holder of NCLH: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 10157096 (value 196742958; 0.02% of shares outstanding; change 0.24)
Holder of NCLH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5587710 (value 108233947; 0.01% of shares outstanding; change 0.01)
Holder of NCMI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1031671 (value 3239447; 0.01% of shares outstanding; change -0.03)
Holder of NCMI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2141674 (value 6724856; 0.02% of shares outstanding; change -0.02)
Holder of NCMI: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 1212464 (value 4073878; 0.01% of shares outstanding; change -0.05)