speb/financial-data huggingface dataset:
Holder of NPAC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 33678 (value 349914; 0.00% of shares outstanding; change -0.12)
Holder of NPAC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 50370 (value 523344; 0.00% of shares outstanding; change -0.12)
Holder of NPAC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 19110 (value 198170; 0.00% of shares outstanding; change 0.14)
Holder of NPAC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 19110 (value 198552; 0.00% of shares outstanding; change 0.00)
Holder of NPB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 789380 (value 13482610; 0.02% of shares outstanding; change 0.00)
Holder of NPB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 199563 (value 3608099; 0.01% of shares outstanding; change 0.02)
Holder of NPB: Goldman Sachs Trust-Goldman Sachs Small Cap Value Fund
Shares held as of 2026-02-28: 229538 (value 3945758; 0.01% of shares outstanding; change -0.06)
Holder of NPB: RBB Fund, Inc.-WPG Partners Select Small Cap Value Fund
Shares held as of 2026-02-28: 164518 (value 2809967; 0.00% of shares outstanding; change 0.26)
Holder of NPB: HOTCHKIS & WILEY Fd.S/DE/-Hotchkis & Wiley Small Cap Diversified Value
Shares held as of 2026-03-31: 187800 (value 3228282; 0.01% of shares outstanding; change 1.00)
Holder of NPB: RBB Fund, Inc.-WPG Partners Select Small Cap Value Fund
Shares held as of 2026-03-31: 164518 (value 2974485; 0.00% of shares outstanding; change 0.00)
Holder of NPB: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 245097 (value 4213217; 0.01% of shares outstanding; change 0.48)
Holder of NPB: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-03-31: 416693 (value 7675485; 0.01% of shares outstanding; change 0.00)
Holder of NPB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 789380 (value 13569442; 0.02% of shares outstanding; change 0.00)
Holder of NPB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 484913 (value 8282314; 0.01% of shares outstanding; change 0.10)
Holder of NPB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 180273 (value 3079062; 0.01% of shares outstanding; change 0.00)
Holder of NPB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 409271 (value 7141779; 0.01% of shares outstanding; change 0.12)
Holder of NPB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 200876 (value 3453058; 0.01% of shares outstanding; change 0.01)
Holder of NPB: RBB Fund, Inc.-WPG Partners Select Small Cap Value Fund
Shares held as of 2026-04-30: 164518 (value 2828064; 0.00% of shares outstanding; change 0.00)
Holder of NPB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 465845 (value 8422477; 0.01% of shares outstanding; change -0.04)
Holder of NPB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 178218 (value 3222181; 0.01% of shares outstanding; change -0.01)
Holder of NPB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 465033 (value 8407796; 0.01% of shares outstanding; change 0.14)
Holder of NPB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 484591 (value 8330119; 0.01% of shares outstanding; change 0.04)
Holder of NPB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 179725 (value 3089472; 0.01% of shares outstanding; change 0.01)
Holder of NPB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 524320 (value 9013061; 0.02% of shares outstanding; change 0.13)
Holder of NPB: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-06-30: 416693 (value 7162952; 0.01% of shares outstanding; change 0.00)
Holder of NPCE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 269145 (value 4451658; 0.01% of shares outstanding; change 0.22)
Holder of NPCE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 827569 (value 13687992; 0.02% of shares outstanding; change 0.00)
Holder of NPCE: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 229920 (value 3405115; 0.01% of shares outstanding; change -0.02)
Holder of NPCE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 247909 (value 3892171; 0.01% of shares outstanding; change 0.01)
Holder of NPCE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 361862 (value 5681233; 0.01% of shares outstanding; change -0.07)
Holder of NPCE: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 182812 (value 2870148; 0.01% of shares outstanding; change -0.07)
Holder of NPCE: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 126362 (value 1871421; 0.00% of shares outstanding; change 0.07)
Holder of NPCE: Driehaus Mutual Funds-Driehaus Micro Cap Growth Fund
Shares held as of 2026-03-31: 177004 (value 2621429; 0.01% of shares outstanding; change 0.01)
Holder of NPCE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 131223 (value 2065449; 0.00% of shares outstanding; change 0.03)
Holder of NPCE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 267595 (value 3963082; 0.01% of shares outstanding; change -0.01)
Holder of NPCE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 827569 (value 12256297; 0.02% of shares outstanding; change 0.00)
Holder of NPCE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 626036 (value 10354636; 0.02% of shares outstanding; change 0.02)
Holder of NPCE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 130745 (value 2052696; 0.00% of shares outstanding; change 0.00)
Holder of NPCE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 250571 (value 3710956; 0.01% of shares outstanding; change 0.01)
Holder of NPCE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 361862 (value 5359176; 0.01% of shares outstanding; change 0.00)
Holder of NPCE: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 182812 (value 2707445; 0.01% of shares outstanding; change 0.00)
Holder of NPCE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 601520 (value 9443863; 0.02% of shares outstanding; change -0.04)
Holder of NPCE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 209719 (value 3292588; 0.01% of shares outstanding; change 0.00)
Holder of NPCE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 607244 (value 8993283; 0.02% of shares outstanding; change 0.01)
Holder of NPCE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 207559 (value 3073948; 0.01% of shares outstanding; change -0.01)
Holder of NPCT: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 123 (value 1217; 0.00% of shares outstanding; change 2.24)
Holder of NPCT: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 123 (value 1244; 0.00% of shares outstanding; change 2.24)
Holder of NPCT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 278 (value 2813; 0.00% of shares outstanding; change 2.86)
Holder of NPCT: Amplify ETF Trust-Amplify CEF High Income ETF
Shares held as of 2026-03-31: 781289 (value 7586316; 0.03% of shares outstanding; change -0.08)
Holder of NPCT: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 121255 (value 1177386; 0.00% of shares outstanding; change -0.32)
Holder of NPCT: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 180 (value 1747; 0.00% of shares outstanding; change 0.46)
Holder of NPCT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 483 (value 4689; 0.00% of shares outstanding; change 0.74)
Holder of NPFD: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 83784 (value 1567598; 0.00% of shares outstanding; change 0.00)
Holder of NPFD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 228692 (value 4283401; 0.01% of shares outstanding; change 0.01)
Holder of NPFD: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 90029 (value 1698847; 0.00% of shares outstanding; change 0.07)
Holder of NPFD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 222140 (value 4105147; 0.01% of shares outstanding; change -0.03)
Holder of NPFD: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 88667 (value 1619059; 0.00% of shares outstanding; change -0.02)
Holder of NPFD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 221654 (value 4047402; 0.01% of shares outstanding; change 0.00)
Holder of NPI.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2472638 (value 57909182; 0.01% of shares outstanding; change 0.03)
Holder of NPI.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 2558184 (value 58070778; 0.01% of shares outstanding; change 0.22)
Holder of NPI.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 665387 (value 15104285; 0.00% of shares outstanding; change -0.37)
Holder of NPI.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 1379059 (value 31304640; 0.01% of shares outstanding; change 0.00)
Holder of NPI.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 736385 (value 16715940; 0.00% of shares outstanding; change 0.55)
Holder of NPI.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 1178614 (value 26754538; 0.00% of shares outstanding; change 0.26)
Holder of NPI.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 954384 (value 21664517; 0.00% of shares outstanding; change 0.02)
Holder of NPI.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3897652 (value 88476703; 0.01% of shares outstanding; change 0.02)
Holder of NPI.TO: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 555284 (value 12077427; 0.00% of shares outstanding; change -0.02)
Holder of NPI.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2507466 (value 54537385; 0.01% of shares outstanding; change 0.01)
Holder of NPI.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 2593684 (value 56412627; 0.01% of shares outstanding; change 0.01)
Holder of NPI.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 935654 (value 20350474; 0.00% of shares outstanding; change 0.41)
Holder of NPI.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 1379059 (value 29994533; 0.01% of shares outstanding; change 0.00)
Holder of NPI.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 768289 (value 16710285; 0.00% of shares outstanding; change 0.04)
Holder of NPI.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 1234641 (value 26853441; 0.00% of shares outstanding; change 0.05)
Holder of NPI.TO: First Trust Exchange-Traded Fund II-First Trust Global Wind Energy ETF
Shares held as of 2026-04-30: 938140 (value 21971238; 0.00% of shares outstanding; change 0.03)
Holder of NPI.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 969847 (value 21094172; 0.00% of shares outstanding; change 0.02)
Holder of NPI.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3905714 (value 84949279; 0.01% of shares outstanding; change 0.00)
Holder of NPI.TO: First Trust Exchange-Traded Fund II-First Trust Global Wind Energy ETF
Shares held as of 2026-05-31: 1095255 (value 23821796; 0.00% of shares outstanding; change 0.17)
Holder of NPK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 57813 (value 7317391; 0.01% of shares outstanding; change 0.01)
Holder of NPK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 171513 (value 21708400; 0.02% of shares outstanding; change 0.00)
Holder of NPK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 51455 (value 6489504; 0.01% of shares outstanding; change 0.00)
Holder of NPK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 50935 (value 6423922; 0.01% of shares outstanding; change 0.01)
Holder of NPK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 58721 (value 7304892; 0.01% of shares outstanding; change 0.02)
Holder of NPK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 150013 (value 18661617; 0.02% of shares outstanding; change -0.13)
Holder of NPK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 128244 (value 16231843; 0.02% of shares outstanding; change 0.02)
Holder of NPK: -iShares Defense Industrials Active ETF
Shares held as of 2026-04-30: 55086 (value 7262538; 0.01% of shares outstanding; change 0.06)
Holder of NPK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 51455 (value 6401002; 0.01% of shares outstanding; change 0.00)
Holder of NPK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 51431 (value 6398016; 0.01% of shares outstanding; change 0.01)
Holder of NPK: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-04-30: 70733 (value 9183972; 0.01% of shares outstanding; change 0.03)
Holder of NPK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 48585 (value 6405446; 0.01% of shares outstanding; change 0.00)
Holder of NPK: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 178481 (value 23173972; 0.02% of shares outstanding; change 0.00)
Holder of NPK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 323382 (value 42634681; 0.05% of shares outstanding; change 0.02)
Holder of NPK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 123250 (value 15544290; 0.02% of shares outstanding; change -0.04)
Holder of NPK: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 60802 (value 7668348; 0.01% of shares outstanding; change 0.01)
Holder of NPK: -iShares Defense Industrials Active ETF
Shares held as of 2026-05-31: 70434 (value 8554209; 0.01% of shares outstanding; change 0.28)
Holder of NPK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 49001 (value 6124145; 0.01% of shares outstanding; change 0.01)
Holder of NPK: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 176325 (value 22037099; 0.02% of shares outstanding; change -0.01)
Holder of NPK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 322850 (value 40162540; 0.05% of shares outstanding; change 0.00)
Holder of NPK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 124416 (value 15477350; 0.02% of shares outstanding; change 0.01)
Holder of NPK: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 58793 (value 7313849; 0.01% of shares outstanding; change -0.03)
Holder of NPK: -iShares Defense Industrials Active ETF
Shares held as of 2026-06-30: 79631 (value 9906096; 0.01% of shares outstanding; change 0.13)
Holder of NPK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 48545 (value 6038998; 0.01% of shares outstanding; change -0.01)
Holder of NPK: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 238991 (value 29730480; 0.03% of shares outstanding; change 0.36)
Holder of NPKI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 917744 (value 13325643; 0.01% of shares outstanding; change 0.02)
Holder of NPKI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2366215 (value 34357442; 0.03% of shares outstanding; change -0.03)
Holder of NPKI: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-01-31: 1157727 (value 18407858; 0.01% of shares outstanding; change 0.13)
Holder of NPKI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 799999 (value 12719983; 0.01% of shares outstanding; change 0.01)
Holder of NPKI: Thrivent ETF Trust-Thrivent Small-Mid Cap Equity ETF
Shares held as of 2026-03-31: 1179777 (value 16929800; 0.01% of shares outstanding; change 0.03)
Holder of NPKI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 939660 (value 13484121; 0.01% of shares outstanding; change 0.02)
Holder of NPKI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2402245 (value 34472216; 0.03% of shares outstanding; change 0.02)
Holder of NPKI: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 1366724 (value 19612489; 0.02% of shares outstanding; change 0.22)
Holder of NPKI: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 768538 (value 11028520; 0.01% of shares outstanding; change 0.29)
Holder of NPKI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2006190 (value 29129879; 0.02% of shares outstanding; change 0.00)
Holder of NPKI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 701940 (value 10192169; 0.01% of shares outstanding; change -0.01)
Holder of NPKI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2594571 (value 37050473; 0.03% of shares outstanding; change 0.04)
Holder of NPKI: CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund
Shares held as of 2026-04-30: 1112010 (value 15957343; 0.01% of shares outstanding; change -0.04)
Holder of NPKI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 809812 (value 11620802; 0.01% of shares outstanding; change 0.01)
Holder of NPKI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1927648 (value 30649602; 0.02% of shares outstanding; change -0.04)
Holder of NPKI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 703307 (value 11182581; 0.01% of shares outstanding; change 0.00)
Holder of NPKI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2589415 (value 41171697; 0.03% of shares outstanding; change 0.00)
Holder of NPKI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1962420 (value 28160727; 0.02% of shares outstanding; change 0.02)
Holder of NPKI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 709258 (value 10170759; 0.01% of shares outstanding; change 0.01)
Holder of NPKI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2582813 (value 37063367; 0.03% of shares outstanding; change 0.00)
Holder of NPKI: Invesco Exchange-Traded Fund Trust-Invesco Building & Construction ETF
Shares held as of 2026-06-30: 732435 (value 10510442; 0.01% of shares outstanding; change 1.00)
Holder of NPO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 226967 (value 69676597; 0.01% of shares outstanding; change 0.01)
Holder of NPO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 478019 (value 146747048; 0.02% of shares outstanding; change -0.04)
Holder of NPO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 308221 (value 94620761; 0.01% of shares outstanding; change -0.04)
Holder of NPO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 663910 (value 203813724; 0.03% of shares outstanding; change -0.01)
Holder of NPO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 350055 (value 132898378; 0.02% of shares outstanding; change -0.18)
Holder of NPO: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 270086 (value 102538148; 0.01% of shares outstanding; change 0.00)
Holder of NPO: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1254043 (value 418699882; 0.06% of shares outstanding; change -0.11)
Holder of NPO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 235234 (value 78539929; 0.01% of shares outstanding; change 0.04)
Holder of NPO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 489896 (value 163566478; 0.02% of shares outstanding; change 0.02)
Holder of NPO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 311986 (value 104165887; 0.01% of shares outstanding; change 0.01)
Holder of NPO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 671243 (value 224114616; 0.03% of shares outstanding; change 0.01)
Holder of NPO: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 314541 (value 105018950; 0.01% of shares outstanding; change -0.26)
Holder of NPO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 516567 (value 158580898; 0.02% of shares outstanding; change 0.01)
Holder of NPO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 329809 (value 110116630; 0.02% of shares outstanding; change -0.06)
Holder of NPO: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 294886 (value 98456539; 0.01% of shares outstanding; change 0.09)
Holder of NPO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1283650 (value 487337714; 0.06% of shares outstanding; change 0.01)
Holder of NPO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 497234 (value 188774885; 0.02% of shares outstanding; change -0.04)
Holder of NPO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1278076 (value 426724021; 0.06% of shares outstanding; change 0.00)
Holder of NPO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 505960 (value 168929927; 0.02% of shares outstanding; change 0.02)
Holder of NPT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11384 (value 14685; 0.00% of shares outstanding; change 0.00)
Holder of NPT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 13342 (value 33755; 0.00% of shares outstanding; change 0.17)
Holder of NPT: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 15874 (value 34446; 0.00% of shares outstanding; change 0.00)
Holder of NPT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 13342 (value 35556; 0.00% of shares outstanding; change 0.00)
Holder of NPT: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 13787 (value 34467; 0.00% of shares outstanding; change -0.13)
Holder of NPV: AQR Funds-AQR Diversified Arbitrage Fd
Shares held as of 2024-09-30: 6977 (value 76188; 0.00% of shares outstanding; change -0.49)
Holder of NPV: Investment Managers Ser Tr-Robinson Tax Advantaged Income Fd
Shares held as of 2024-09-30: 58483 (value 638634; 0.00% of shares outstanding; change -0.65)
Holder of NPW1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8017921 (value 101827595; 0.01% of shares outstanding; change -0.01)
Holder of NPW1.DE: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-01-31: 6834150 (value 86793703; 0.01% of shares outstanding; change -0.13)
Holder of NPW1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 12422137 (value 157761137; 0.01% of shares outstanding; change -0.02)
Holder of NPW1.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 7267332 (value 92295115; 0.01% of shares outstanding; change -0.10)
Holder of NPW1.DE: Amana Mutual Funds Trust-Amana Growth Fund
Shares held as of 2026-02-28: 6759770 (value 91932874; 0.01% of shares outstanding; change 0.00)
Holder of NPW1.DE: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 14856668 (value 200565018; 0.02% of shares outstanding; change -0.02)
Holder of NPW1.DE: MFS Series Trust X-MFS International Large Cap Value Fund
Shares held as of 2026-02-28: 5360935 (value 72372622; 0.01% of shares outstanding; change -0.06)
Holder of NPW1.DE: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 11213785 (value 151386097; 0.01% of shares outstanding; change 0.44)
Holder of NPW1.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 2970662 (value 37727406; 0.00% of shares outstanding; change 0.01)
Holder of NPW1.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 8202780 (value 110737530; 0.01% of shares outstanding; change 0.02)
Holder of NPW1.DE: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-04-30: 4159913 (value 56158825; 0.00% of shares outstanding; change -0.39)
Holder of NPW1.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 12417299 (value 167633536; 0.01% of shares outstanding; change 0.00)
Holder of NPW1.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-04-30: 7027492 (value 94871142; 0.01% of shares outstanding; change -0.03)
Holder of NPW1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 5793262 (value 73574426; 0.01% of shares outstanding; change 0.00)
Holder of NPW1.DE: Amana Mutual Funds Trust-Amana Growth Fund
Shares held as of 2026-05-31: 6759770 (value 91256895; 0.01% of shares outstanding; change 0.00)
Holder of NPW1.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 3037232 (value 41002632; 0.00% of shares outstanding; change 0.01)
Holder of NPW1.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 5833107 (value 78746944; 0.01% of shares outstanding; change 0.01)
Holder of NPWR: COHEN & STEERS INFRASTRUCTURE FUND INC
Shares held as of 2025-12-31: 731336 (value 1469985; 0.01% of shares outstanding; change 0.00)
Holder of NPWR: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 217659 (value 361313; 0.00% of shares outstanding; change 0.39)
Holder of NPWR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 403431 (value 810896; 0.00% of shares outstanding; change 0.00)
Holder of NPWR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1099992 (value 2210983; 0.01% of shares outstanding; change 0.21)
Holder of NPWR: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-01-31: 660793 (value 1209251; 0.01% of shares outstanding; change 0.00)
Holder of NPWR: -Bastion Energy ETF
Shares held as of 2026-02-28: 650946 (value 917833; 0.01% of shares outstanding; change 1.73)
Holder of NPWR: -Defiance AI & Power Infrastructure ETF
Shares held as of 2026-02-28: 397765 (value 560848; 0.00% of shares outstanding; change 0.25)
Holder of NPWR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 307783 (value 563242; 0.00% of shares outstanding; change 0.00)
Holder of NPWR: SHELTON FUNDS-Shelton Sustainable Equity Fund
Shares held as of 2026-02-28: 200000 (value 281999; 0.00% of shares outstanding; change 0.00)
Holder of NPWR: Cohen & Steers Infrastructure Fund Inc
Shares held as of 2026-03-31: 731336 (value 1031183; 0.01% of shares outstanding; change 0.00)
Holder of NPWR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 443712 (value 625633; 0.01% of shares outstanding; change 0.10)
Holder of NPWR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1099992 (value 1550988; 0.01% of shares outstanding; change 0.00)
Holder of NPWR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 903731 (value 1816499; 0.01% of shares outstanding; change 0.22)
Holder of NPWR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 328090 (value 659460; 0.00% of shares outstanding; change 0.00)
Holder of NPWR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 384981 (value 542823; 0.00% of shares outstanding; change 0.25)
Holder of NPWR: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-04-30: 672162 (value 947748; 0.01% of shares outstanding; change 0.02)
Holder of NPWR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 868319 (value 1589023; 0.01% of shares outstanding; change -0.04)
Holder of NPWR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 324340 (value 593542; 0.00% of shares outstanding; change -0.01)
Holder of NPWR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 876587 (value 1235987; 0.01% of shares outstanding; change 0.01)
Holder of NPWR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 327090 (value 461196; 0.00% of shares outstanding; change 0.01)
Holder of NRA.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 2572757 (value 288663327; 0.01% of shares outstanding; change 0.00)
Holder of NRA.DE: -Victory Pioneer Fund
Shares held as of 2026-03-31: 2825699 (value 354907790; 0.01% of shares outstanding; change 0.39)
Holder of NRA.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2712204 (value 304309280; 0.01% of shares outstanding; change 0.11)
Holder of NRA.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5396959 (value 677858042; 0.03% of shares outstanding; change 0.12)
Holder of NRA.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4896915 (value 615052516; 0.02% of shares outstanding; change 0.13)
Holder of NRA.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3118338 (value 391663248; 0.01% of shares outstanding; change 0.11)
Holder of NRA.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6744588 (value 847120242; 0.03% of shares outstanding; change 0.12)
Holder of NRA.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 2716774 (value 341226810; 0.01% of shares outstanding; change 0.06)
Holder of NRA.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 3528223 (value 395866609; 0.02% of shares outstanding; change -0.03)
Holder of NRA.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2542767 (value 285298449; 0.01% of shares outstanding; change 0.03)
Holder of NRA.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2746999 (value 308213279; 0.01% of shares outstanding; change 0.01)
Holder of NRA.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2717779 (value 341353038; 0.01% of shares outstanding; change 0.00)
Holder of NRA.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2798087 (value 351439722; 0.01% of shares outstanding; change 0.02)
Holder of NRA.DE: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 3447059 (value 432950605; 0.02% of shares outstanding; change 0.00)
Holder of NRA.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2549856 (value 320261909; 0.01% of shares outstanding; change -0.01)
Holder of NRC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 147409 (value 2878897; 0.01% of shares outstanding; change -0.06)
Holder of NRC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 498279 (value 9731389; 0.02% of shares outstanding; change -0.14)
Holder of NRC: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2025-12-31: 1708009 (value 33357416; 0.08% of shares outstanding; change -0.06)
Holder of NRC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 126814 (value 2351131; 0.01% of shares outstanding; change -0.12)
Holder of NRC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 99670 (value 1847881; 0.00% of shares outstanding; change 0.00)
Holder of NRC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 118295 (value 2193189; 0.01% of shares outstanding; change 0.02)
Holder of NRC: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 237147 (value 4989573; 0.01% of shares outstanding; change 3.74)
Holder of NRC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 147409 (value 3101485; 0.01% of shares outstanding; change 0.00)
Holder of NRC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 498279 (value 10483790; 0.02% of shares outstanding; change 0.00)
Holder of NRC: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2026-03-31: 1708009 (value 35936510; 0.08% of shares outstanding; change 0.00)
Holder of NRC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 295702 (value 5775060; 0.01% of shares outstanding; change 0.02)
Holder of NRC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 119652 (value 2517478; 0.01% of shares outstanding; change -0.06)
Holder of NRC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 100581 (value 2116224; 0.00% of shares outstanding; change 0.01)
Holder of NRC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 118222 (value 2487390; 0.01% of shares outstanding; change 0.00)
Holder of NRC: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 128691 (value 2802890; 0.01% of shares outstanding; change 0.00)
Holder of NRC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 284125 (value 5267677; 0.01% of shares outstanding; change -0.04)
Holder of NRC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 98915 (value 1833884; 0.00% of shares outstanding; change 0.00)
Holder of NRC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 286828 (value 6034861; 0.01% of shares outstanding; change 0.01)
Holder of NRC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 97899 (value 2059795; 0.00% of shares outstanding; change -0.01)
Holder of NRC: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 128096 (value 2695139; 0.01% of shares outstanding; change 0.00)
Holder of NRDS: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 241240 (value 2050540; 0.01% of shares outstanding; change 1.00)
Holder of NRDS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 375770 (value 3231622; 0.01% of shares outstanding; change -0.07)
Holder of NRDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 498251 (value 4284958; 0.01% of shares outstanding; change -0.11)
Holder of NRDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 885766 (value 7617587; 0.03% of shares outstanding; change -0.12)
Holder of NRDS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1224554 (value 10531164; 0.04% of shares outstanding; change -0.06)
Holder of NRDS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 419067 (value 3539020; 0.01% of shares outstanding; change 0.01)
Holder of NRDS: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 238001 (value 2113448; 0.01% of shares outstanding; change 6.30)
Holder of NRDS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 395161 (value 3509029; 0.01% of shares outstanding; change 0.05)
Holder of NRDS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 362621 (value 3220074; 0.01% of shares outstanding; change -0.59)
Holder of NRDS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 927254 (value 8234015; 0.03% of shares outstanding; change -0.24)
Holder of NRDS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1003690 (value 8631734; 0.03% of shares outstanding; change -0.06)
Holder of NRDS: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 436541 (value 3710598; 0.01% of shares outstanding; change 0.04)
Holder of NRDS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 391877 (value 3479867; 0.01% of shares outstanding; change -0.06)
Holder of NRDS: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-04-30: 284251 (value 2330858; 0.01% of shares outstanding; change 0.03)
Holder of NRDS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 964419 (value 8144518; 0.03% of shares outstanding; change -0.04)
Holder of NRDS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 328408 (value 2773405; 0.01% of shares outstanding; change 0.00)
Holder of NRDS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 228949 (value 1933474; 0.01% of shares outstanding; change 0.38)
Holder of NRDS: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 454430 (value 3837661; 0.01% of shares outstanding; change 0.04)
Holder of NRDS: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-05-31: 291948 (value 2465500; 0.01% of shares outstanding; change 0.03)
Holder of NRDS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 973588 (value 8645461; 0.03% of shares outstanding; change 0.01)
Holder of NRDS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 325024 (value 2886213; 0.01% of shares outstanding; change -0.01)
Holder of NRDS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 242399 (value 2152503; 0.01% of shares outstanding; change 0.06)
Holder of NRDS: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 564172 (value 5009847; 0.02% of shares outstanding; change 0.24)
Holder of NRDS: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-06-30: 300898 (value 2671974; 0.01% of shares outstanding; change 0.03)
Holder of NRDY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 746759 (value 614358; 0.01% of shares outstanding; change -0.15)
Holder of NRDY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1728690 (value 1422193; 0.01% of shares outstanding; change 0.00)
Holder of NRDY: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 2208757 (value 1930895; 0.02% of shares outstanding; change -0.30)
Holder of NRDY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 583834 (value 510387; 0.00% of shares outstanding; change 0.00)
Holder of NRDY: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 294503 (value 247853; 0.00% of shares outstanding; change 0.02)
Holder of NRDY: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 168000 (value 141388; 0.00% of shares outstanding; change 0.00)
Holder of NRDY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 463047 (value 381319; 0.00% of shares outstanding; change 0.33)
Holder of NRDY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 746759 (value 628472; 0.01% of shares outstanding; change 0.00)
Holder of NRDY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1728690 (value 1454865; 0.01% of shares outstanding; change 0.00)
Holder of NRDY: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 155130 (value 127749; 0.00% of shares outstanding; change -0.01)
Holder of NRDY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1546839 (value 1272584; 0.01% of shares outstanding; change 0.02)
Holder of NRDY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 461362 (value 403322; 0.00% of shares outstanding; change 0.00)
Holder of NRDY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 582256 (value 490026; 0.00% of shares outstanding; change 0.00)
Holder of NRDY: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 1988031 (value 1673126; 0.02% of shares outstanding; change -0.10)
Holder of NRDY: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 156151 (value 136507; 0.00% of shares outstanding; change 0.01)
Holder of NRDY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1486230 (value 1299262; 0.01% of shares outstanding; change -0.04)
Holder of NRDY: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 499455 (value 436623; 0.00% of shares outstanding; change 0.00)
Holder of NRDY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 417147 (value 351070; 0.00% of shares outstanding; change -0.10)
Holder of NRDY: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 154109 (value 129698; 0.00% of shares outstanding; change -0.01)
Holder of NRDY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1500381 (value 1262720; 0.01% of shares outstanding; change 0.01)
Holder of NRDY: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 494303 (value 416005; 0.00% of shares outstanding; change -0.01)
Holder of NREF: HIGHLAND GLOBAL ALLOCATION FUND
Shares held as of 2025-12-31: 901385 (value 14070619; 0.05% of shares outstanding; change 0.00)
Holder of NREF: Highland Opportunities and Income Fund
Shares held as of 2025-12-31: 4372286 (value 69650517; 0.23% of shares outstanding; change 0.00)
Holder of NREF: NEXPOINT REAL ESTATE STRATEGIES FUND
Shares held as of 2025-12-31: 281817 (value 4399163; 0.02% of shares outstanding; change 0.00)
Holder of NREF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 69881 (value 1090842; 0.00% of shares outstanding; change -0.23)
Holder of NREF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 235480 (value 3675842; 0.01% of shares outstanding; change 0.00)
Holder of NREF: ETF Series Solutions-Hoya Capital High Dividend Yield ETF
Shares held as of 2026-02-28: 80246 (value 1347330; 0.00% of shares outstanding; change 0.09)
Holder of NREF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 81703 (value 1214923; 0.00% of shares outstanding; change 0.00)
Holder of NREF: Highland Global Allocation Fund
Shares held as of 2026-03-31: 901385 (value 15134254; 0.05% of shares outstanding; change 0.00)
Holder of NREF: Highland Opportunities and Income Fund
Shares held as of 2026-03-31: 4372286 (value 73410685; 0.23% of shares outstanding; change 0.00)
Holder of NREF: Nexpoint Real Estate Strategies Fund
Shares held as of 2026-03-31: 281817 (value 4731707; 0.02% of shares outstanding; change 0.00)
Holder of NREF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 69881 (value 1173302; 0.00% of shares outstanding; change 0.00)
Holder of NREF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 235480 (value 3953709; 0.01% of shares outstanding; change 0.00)
Holder of NREF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 225691 (value 3523036; 0.01% of shares outstanding; change 0.02)
Holder of NREF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 69591 (value 1086315; 0.00% of shares outstanding; change 0.00)
Holder of NREF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 74160 (value 1245146; 0.00% of shares outstanding; change -0.09)
Holder of NREF: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 78928 (value 1173659; 0.00% of shares outstanding; change 0.00)
Holder of NREF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 216838 (value 3224381; 0.01% of shares outstanding; change -0.04)
Holder of NREF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 68796 (value 1022996; 0.00% of shares outstanding; change -0.01)
Holder of NREF: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 80260 (value 1347565; 0.00% of shares outstanding; change 0.02)
Holder of NREF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 218905 (value 3675415; 0.01% of shares outstanding; change 0.01)
Holder of NREF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 69379 (value 1164873; 0.00% of shares outstanding; change 0.01)
Holder of NRG: -Victory Pioneer Fund
Shares held as of 2025-12-31: 2037649 (value 273207981; 0.01% of shares outstanding; change 1.66)
Holder of NRG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 4830719 (value 647702812; 0.02% of shares outstanding; change 0.01)
Holder of NRG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4348670 (value 583069681; 0.02% of shares outstanding; change -0.05)
Holder of NRG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2803951 (value 375953755; 0.01% of shares outstanding; change -0.04)
Holder of NRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6023820 (value 807673796; 0.03% of shares outstanding; change -0.01)
Holder of NRG: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 2572757 (value 348685753; 0.01% of shares outstanding; change 0.00)
Holder of NRG: -Victory Pioneer Fund
Shares held as of 2026-03-31: 2825699 (value 398508326; 0.01% of shares outstanding; change 0.39)
Holder of NRG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2712204 (value 363652317; 0.01% of shares outstanding; change 0.11)
Holder of NRG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5396959 (value 761133121; 0.03% of shares outstanding; change 0.12)