speb/financial-data huggingface dataset:
Holder of NAMS: Fidelity Contrafund
Shares held as of 2026-03-31: 1269492 (value 42756490; 0.01% of shares outstanding; change 0.07)
Holder of NAMS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1779190 (value 56080069; 0.02% of shares outstanding; change 16.75)
Holder of NAMS: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 562500 (value 17730000; 0.00% of shares outstanding; change 0.00)
Holder of NAMS: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 670000 (value 22565600; 0.01% of shares outstanding; change 0.00)
Holder of NAMS: NEW ECONOMY FUND
Shares held as of 2026-03-31: 957477 (value 28379617; 0.01% of shares outstanding; change 0.00)
Holder of NAMS: SmallCap World Fund Inc
Shares held as of 2026-03-31: 8396080 (value 248859806; 0.07% of shares outstanding; change -0.02)
Holder of NAMS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 537784 (value 18112565; 0.00% of shares outstanding; change -0.05)
Holder of NAMS: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 586400 (value 18072847; 0.01% of shares outstanding; change 0.00)
Holder of NAMS: Fidelity Contrafund
Shares held as of 2026-04-30: 1584627 (value 48838203; 0.01% of shares outstanding; change 0.25)
Holder of NAMS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2000390 (value 61652019; 0.02% of shares outstanding; change 0.12)
Holder of NAMS: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 523700 (value 16140433; 0.00% of shares outstanding; change -0.07)
Holder of NAMS: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 670000 (value 20649399; 0.01% of shares outstanding; change 0.00)
Holder of NAMS: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 3425823 (value 101541391; 0.03% of shares outstanding; change -0.13)
Holder of NAMS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 535317 (value 16498469; 0.00% of shares outstanding; change 0.00)
Holder of NAMS: -Capital Group U.S. Small and Mid Cap ETF
Shares held as of 2026-05-31: 608660 (value 18040682; 0.01% of shares outstanding; change 1.97)
Holder of NAMS: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 586400 (value 17380895; 0.01% of shares outstanding; change 0.00)
Holder of NAMS: Fidelity Contrafund
Shares held as of 2026-05-31: 1584627 (value 46968343; 0.01% of shares outstanding; change 0.00)
Holder of NAMS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2014790 (value 59718374; 0.02% of shares outstanding; change 0.01)
Holder of NAMS: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 523700 (value 16590816; 0.00% of shares outstanding; change 0.00)
Holder of NAMS: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 690000 (value 20451599; 0.01% of shares outstanding; change 0.03)
Holder of NAMS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 532240 (value 15775593; 0.00% of shares outstanding; change -0.01)
Holder of NAN: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2024-12-31: 331 (value 3829; 0.00% of shares outstanding; change -0.50)
Holder of NAN.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2393135 (value 7801620; 0.01% of shares outstanding; change 0.03)
Holder of NAN.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 874619 (value 2842511; 0.00% of shares outstanding; change 0.02)
Holder of NAN.AX: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 668934 (value 2174035; 0.00% of shares outstanding; change 0.00)
Holder of NAN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 927413 (value 3014092; 0.00% of shares outstanding; change 0.02)
Holder of NAN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd.
Shares held as of 2026-01-31: 314370 (value 1021702; 0.00% of shares outstanding; change 0.00)
Holder of NAN.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3652011 (value 11869035; 0.01% of shares outstanding; change 0.00)
Holder of NAN.AX: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 540781 (value 1611527; 0.00% of shares outstanding; change -0.01)
Holder of NAN.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2393135 (value 7131542; 0.01% of shares outstanding; change 0.00)
Holder of NAN.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 1132881 (value 3375985; 0.00% of shares outstanding; change 0.30)
Holder of NAN.AX: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 668934 (value 1993423; 0.00% of shares outstanding; change 0.00)
Holder of NAN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 960981 (value 2863723; 0.00% of shares outstanding; change 0.04)
Holder of NAN.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3652011 (value 10882992; 0.01% of shares outstanding; change 0.00)
Holder of NAN.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1798380 (value 5844735; 0.01% of shares outstanding; change 0.01)
Holder of NAN.AX: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 552743 (value 1647174; 0.00% of shares outstanding; change 0.00)
Holder of NAN.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1034055 (value 3360678; 0.00% of shares outstanding; change 0.00)
Holder of NAN.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1813245 (value 5403470; 0.01% of shares outstanding; change 0.01)
Holder of NAN.AX: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 323372 (value 963648; 0.00% of shares outstanding; change 0.15)
Holder of NAN.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 1034055 (value 3081483; 0.00% of shares outstanding; change 0.00)
Holder of NANO.L: Tanaka Growth Fund
Shares held as of 2024-08-31: 417334 (value 1064201; 0.00% of shares outstanding; change -0.49)
Holder of NANO.TO: U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund
Shares held as of 2026-03-31: 395000 (value 268600; 0.00% of shares outstanding; change -0.21)
Holder of NANO.TO: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 2760500 (value 1877140; 0.02% of shares outstanding; change -0.04)
Holder of NAQ.DE: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 11630346 (value 944384059; 0.02% of shares outstanding; change 0.03)
Holder of NAQ.DE: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 14589649 (value 1184679454; 0.03% of shares outstanding; change -0.10)
Holder of NAQ.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5734979 (value 462812787; 0.01% of shares outstanding; change 0.00)
Holder of NAQ.DE: Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND
Shares held as of 2026-03-31: 5860000 (value 475831982; 0.01% of shares outstanding; change -0.09)
Holder of NAQ.DE: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 6335486 (value 514441443; 0.01% of shares outstanding; change 0.43)
Holder of NAQ.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11412514 (value 926696101; 0.02% of shares outstanding; change 0.00)
Holder of NAQ.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11048497 (value 897137922; 0.02% of shares outstanding; change -0.01)
Holder of NAQ.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16249720 (value 1319477214; 0.03% of shares outstanding; change 0.01)
Holder of NAQ.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5350621 (value 431795098; 0.01% of shares outstanding; change 0.03)
Holder of NAQ.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5808536 (value 468748837; 0.01% of shares outstanding; change 0.01)
Holder of NAQ.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5746777 (value 466638274; 0.01% of shares outstanding; change 0.00)
Holder of NAQ.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5916480 (value 480418157; 0.01% of shares outstanding; change 0.02)
Holder of NAQ.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5399909 (value 438472594; 0.01% of shares outstanding; change 0.00)
Holder of NAT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 2855677 (value 17733754; 0.01% of shares outstanding; change 0.00)
Holder of NAT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 1552309 (value 9639838; 0.01% of shares outstanding; change 0.00)
Holder of NAT: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 1419869 (value 8817386; 0.01% of shares outstanding; change 0.01)
Holder of NAT: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 1256943 (value 7805616; 0.01% of shares outstanding; change 0.13)
Holder of NAT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2015207 (value 12514435; 0.01% of shares outstanding; change 0.00)
Holder of NAT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 1015923 (value 5648531; 0.00% of shares outstanding; change 0.01)
Holder of NAT: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1757761 (value 11337558; 0.01% of shares outstanding; change 1.00)
Holder of NAT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4986598 (value 25680980; 0.02% of shares outstanding; change 0.02)
Holder of NAT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1767184 (value 9100997; 0.01% of shares outstanding; change 0.00)
Holder of NAT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2565697 (value 13829106; 0.01% of shares outstanding; change -0.27)
Holder of NAT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2855677 (value 18419116; 0.01% of shares outstanding; change 0.00)
Holder of NAT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 1559416 (value 10058232; 0.01% of shares outstanding; change 0.00)
Holder of NAT: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 1420864 (value 9164572; 0.01% of shares outstanding; change 0.00)
Holder of NAT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2035141 (value 13126659; 0.01% of shares outstanding; change 0.01)
Holder of NAT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 2712445 (value 15081194; 0.01% of shares outstanding; change 0.00)
Holder of NAT: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 1505100 (value 9707894; 0.01% of shares outstanding; change 1.00)
Holder of NAT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4791605 (value 29755867; 0.02% of shares outstanding; change -0.04)
Holder of NAT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1747009 (value 10848925; 0.01% of shares outstanding; change -0.01)
Holder of NAT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2241239 (value 13918094; 0.01% of shares outstanding; change -0.13)
Holder of NAT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 2735713 (value 16551064; 0.01% of shares outstanding; change 0.01)
Holder of NAT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4943429 (value 31885116; 0.02% of shares outstanding; change 0.03)
Holder of NAT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1789706 (value 11543603; 0.01% of shares outstanding; change 0.02)
Holder of NAT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1268912 (value 8184482; 0.01% of shares outstanding; change -0.43)
Holder of NAT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 2674489 (value 17250453; 0.01% of shares outstanding; change -0.02)
Holder of NATH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 27586 (value 2783427; 0.01% of shares outstanding; change -0.01)
Holder of NATH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 73133 (value 7379119; 0.02% of shares outstanding; change 0.02)
Holder of NATH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 31172 (value 3142761; 0.01% of shares outstanding; change -0.12)
Holder of NATH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 49064 (value 4946632; 0.01% of shares outstanding; change 0.00)
Holder of NATH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 28022 (value 2825178; 0.01% of shares outstanding; change 0.01)
Holder of NATH: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 205000 (value 20126900; 0.05% of shares outstanding; change 0.00)
Holder of NATH: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 155200 (value 15647263; 0.04% of shares outstanding; change 0.00)
Holder of NATH: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 21425 (value 2160068; 0.01% of shares outstanding; change -0.53)
Holder of NATH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 29414 (value 2887866; 0.01% of shares outstanding; change 0.07)
Holder of NATH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 83975 (value 8244665; 0.02% of shares outstanding; change 0.15)
Holder of NATH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 66797 (value 6739817; 0.02% of shares outstanding; change -0.05)
Holder of NATH: 1290 Funds-1290 GAMCO Small/Mid Cap Value Fund
Shares held as of 2026-04-30: 20000 (value 1963600; 0.00% of shares outstanding; change 0.00)
Holder of NATH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 22609 (value 2219751; 0.01% of shares outstanding; change -0.54)
Holder of NATH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 27759 (value 2725378; 0.01% of shares outstanding; change -0.01)
Holder of NATH: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 20345 (value 1954137; 0.01% of shares outstanding; change 0.00)
Holder of NATH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 64164 (value 6469014; 0.02% of shares outstanding; change -0.04)
Holder of NATH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 21425 (value 2160068; 0.01% of shares outstanding; change 0.00)
Holder of NATH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 64575 (value 6339973; 0.02% of shares outstanding; change 0.01)
Holder of NATH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 21201 (value 2081514; 0.01% of shares outstanding; change -0.01)
Holder of NATH: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 148200 (value 14550276; 0.04% of shares outstanding; change -0.05)
Holder of NATH: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 20250 (value 1988145; 0.00% of shares outstanding; change 0.00)
Holder of NATL: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 1754381 (value 78245389; 0.02% of shares outstanding; change -0.10)
Holder of NATL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 797498 (value 35568409; 0.01% of shares outstanding; change 0.01)
Holder of NATL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1675704 (value 74736395; 0.02% of shares outstanding; change -0.04)
Holder of NATL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1081334 (value 48227494; 0.01% of shares outstanding; change -0.03)
Holder of NATL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2322951 (value 103603611; 0.03% of shares outstanding; change 0.01)
Holder of NATL: MFS SERIES TRUST XIII-MFS New Discovery Value Fund
Shares held as of 2026-02-28: 863873 (value 41249935; 0.01% of shares outstanding; change -0.05)
Holder of NATL: SmallCap World Fund Inc
Shares held as of 2026-03-31: 978077 (value 46703176; 0.01% of shares outstanding; change 0.43)
Holder of NATL: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 1679481 (value 80195217; 0.02% of shares outstanding; change -0.04)
Holder of NATL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 824318 (value 39361184; 0.01% of shares outstanding; change 0.03)
Holder of NATL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1703827 (value 81357739; 0.02% of shares outstanding; change 0.02)
Holder of NATL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1085140 (value 51815435; 0.01% of shares outstanding; change 0.00)
Holder of NATL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2349897 (value 112207581; 0.03% of shares outstanding; change 0.01)
Holder of NATL: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 1165000 (value 55628750; 0.02% of shares outstanding; change -0.36)
Holder of NATL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1801992 (value 80368840; 0.02% of shares outstanding; change 0.00)
Holder of NATL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4529018 (value 197601060; 0.06% of shares outstanding; change 0.02)
Holder of NATL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1737079 (value 75684531; 0.02% of shares outstanding; change -0.04)
Holder of NATL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4487396 (value 214273159; 0.06% of shares outstanding; change -0.01)
Holder of NATL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1764944 (value 84276076; 0.02% of shares outstanding; change 0.02)
Holder of NATR: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 106880 (value 2192108; 0.01% of shares outstanding; change 0.24)
Holder of NATR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 156171 (value 3323318; 0.01% of shares outstanding; change -0.01)
Holder of NATR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 421191 (value 8962944; 0.02% of shares outstanding; change 0.00)
Holder of NATR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 124802 (value 2545960; 0.01% of shares outstanding; change -0.06)
Holder of NATR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 123554 (value 2520501; 0.01% of shares outstanding; change 0.00)
Holder of NATR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 160729 (value 3278871; 0.01% of shares outstanding; change 0.01)
Holder of NATR: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-02-28: 157316 (value 3347684; 0.01% of shares outstanding; change 0.00)
Holder of NATR: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 134977 (value 2753530; 0.01% of shares outstanding; change 0.26)
Holder of NATR: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 157316 (value 3209246; 0.01% of shares outstanding; change 0.00)
Holder of NATR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 163120 (value 3327647; 0.01% of shares outstanding; change 0.04)
Holder of NATR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 421191 (value 8592296; 0.02% of shares outstanding; change 0.00)
Holder of NATR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 411386 (value 8754294; 0.02% of shares outstanding; change 0.02)
Holder of NATR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 104566 (value 2225164; 0.01% of shares outstanding; change -0.04)
Holder of NATR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 541429 (value 10714880; 0.03% of shares outstanding; change 0.11)
Holder of NATR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 120262 (value 2453344; 0.01% of shares outstanding; change -0.04)
Holder of NATR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 127387 (value 2598694; 0.01% of shares outstanding; change 0.03)
Holder of NATR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 163088 (value 3326995; 0.01% of shares outstanding; change 0.01)
Holder of NATR: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-04-30: 156072 (value 3183868; 0.01% of shares outstanding; change -0.01)
Holder of NATR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 395269 (value 8063487; 0.02% of shares outstanding; change -0.04)
Holder of NATR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 108281 (value 2208932; 0.01% of shares outstanding; change 0.04)
Holder of NATR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 584678 (value 11927430; 0.03% of shares outstanding; change 0.08)
Holder of NATR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 399032 (value 8140252; 0.02% of shares outstanding; change 0.01)
Holder of NATR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 109194 (value 2227557; 0.01% of shares outstanding; change 0.01)
Holder of NATR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 617124 (value 12589329; 0.04% of shares outstanding; change 0.06)
Holder of NAUT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 485890 (value 1331338; 0.00% of shares outstanding; change 0.06)
Holder of NAUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1702932 (value 4666033; 0.01% of shares outstanding; change 0.00)
Holder of NAUT: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 50505 (value 138383; 0.00% of shares outstanding; change 1.00)
Holder of NAUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 65776 (value 151942; 0.00% of shares outstanding; change 1.00)
Holder of NAUT: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 71084 (value 164204; 0.00% of shares outstanding; change 0.00)
Holder of NAUT: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 130000 (value 219700; 0.00% of shares outstanding; change 0.00)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 265769 (value 635187; 0.00% of shares outstanding; change 0.07)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 76105 (value 181890; 0.00% of shares outstanding; change 0.00)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 73585 (value 175868; 0.00% of shares outstanding; change 0.08)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 81814 (value 195535; 0.00% of shares outstanding; change 0.00)
Holder of NAUT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 527719 (value 891845; 0.00% of shares outstanding; change 0.09)
Holder of NAUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1930610 (value 3262731; 0.02% of shares outstanding; change 0.13)
Holder of NAUT: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 50505 (value 116666; 0.00% of shares outstanding; change 0.00)
Holder of NAUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 84067 (value 142073; 0.00% of shares outstanding; change 0.28)
Holder of NAUT: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 67544 (value 114149; 0.00% of shares outstanding; change 0.68)
Holder of NAUT: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 71084 (value 120131; 0.00% of shares outstanding; change 0.00)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 264802 (value 611692; 0.00% of shares outstanding; change 0.00)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 79086 (value 182688; 0.00% of shares outstanding; change 0.04)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 73585 (value 169981; 0.00% of shares outstanding; change 0.00)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 91529 (value 211431; 0.00% of shares outstanding; change 0.12)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 250996 (value 424183; 0.00% of shares outstanding; change -0.05)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 79086 (value 133655; 0.00% of shares outstanding; change 0.00)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 73585 (value 124358; 0.00% of shares outstanding; change 0.00)
Holder of NAUT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 91529 (value 154684; 0.00% of shares outstanding; change 0.00)
Holder of NAVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1440324 (value 12329174; 0.02% of shares outstanding; change -0.06)
Holder of NAVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 927380 (value 7938373; 0.01% of shares outstanding; change -0.05)
Holder of NAVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2028039 (value 17360014; 0.02% of shares outstanding; change 0.00)
Holder of NAVI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 731829 (value 6264456; 0.01% of shares outstanding; change 0.00)
Holder of NAVI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1916175 (value 15501856; 0.02% of shares outstanding; change -0.05)
Holder of NAVI: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 767354 (value 6207893; 0.01% of shares outstanding; change -0.19)
Holder of NAVI: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1533048 (value 12616984; 0.02% of shares outstanding; change 0.40)
Holder of NAVI: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 834607 (value 6868815; 0.01% of shares outstanding; change 0.25)
Holder of NAVI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 746564 (value 6144221; 0.01% of shares outstanding; change 0.03)
Holder of NAVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1419142 (value 11679538; 0.02% of shares outstanding; change -0.01)
Holder of NAVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 907791 (value 7471119; 0.01% of shares outstanding; change -0.02)
Holder of NAVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2028039 (value 16690760; 0.02% of shares outstanding; change 0.00)
Holder of NAVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1721478 (value 14735852; 0.02% of shares outstanding; change -0.03)
Holder of NAVI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1712291 (value 13372992; 0.02% of shares outstanding; change -0.01)
Holder of NAVI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1869162 (value 15383202; 0.02% of shares outstanding; change -0.02)
Holder of NAVI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4056598 (value 32817878; 0.04% of shares outstanding; change 0.02)
Holder of NAVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1654059 (value 13381337; 0.02% of shares outstanding; change -0.04)
Holder of NAVI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1706779 (value 13807842; 0.02% of shares outstanding; change 0.00)
Holder of NAVI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4017944 (value 33067677; 0.04% of shares outstanding; change -0.01)
Holder of NAVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1669800 (value 13742453; 0.02% of shares outstanding; change 0.01)
Holder of NAVI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1697699 (value 13972061; 0.02% of shares outstanding; change -0.01)
Holder of NAVN: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 750750 (value 15915900; 0.00% of shares outstanding; change 1.00)
Holder of NAVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 794080 (value 16969490; 0.00% of shares outstanding; change 1.00)
Holder of NAVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 511234 (value 10925071; 0.00% of shares outstanding; change 1.00)
Holder of NAVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1096894 (value 23440625; 0.00% of shares outstanding; change 1.00)
Holder of NAVN: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 522612 (value 11450428; 0.00% of shares outstanding; change 1.48)
Holder of NAVN: Prudential Jennison Mid-Cap Growth Fd., Inc.-PGIM JENNISON MID-CAP GRO
Shares held as of 2026-02-28: 415853 (value 8287950; 0.00% of shares outstanding; change 0.00)
Holder of NAVN: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 2225611 (value 51634176; 0.01% of shares outstanding; change 0.03)
Holder of NAVN: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 1550500 (value 32870601; 0.01% of shares outstanding; change 1.00)
Holder of NAVN: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3783338 (value 87773444; 0.02% of shares outstanding; change 0.55)
Holder of NAVN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 428541 (value 9389333; 0.00% of shares outstanding; change 0.06)
Holder of NAVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 802072 (value 18608071; 0.00% of shares outstanding; change 0.01)
Holder of NAVN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 513154 (value 11905173; 0.00% of shares outstanding; change 0.00)
Holder of NAVN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1096894 (value 25447941; 0.00% of shares outstanding; change 0.00)
Holder of NAVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 933336 (value 19945391; 0.00% of shares outstanding; change 0.02)
Holder of NAVN: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 1560700 (value 36208241; 0.01% of shares outstanding; change 0.01)
Holder of NAVN: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 560849 (value 13011697; 0.00% of shares outstanding; change 0.07)
Holder of NAVN: LORD ABBETT DEVELOPING GROWTH Fd., INC.-Lord Abbett Developing Growth 
Shares held as of 2026-04-30: 1381876 (value 32059524; 0.01% of shares outstanding; change 1.00)
Holder of NAVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 896789 (value 19648646; 0.00% of shares outstanding; change -0.04)
Holder of NAVN: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 460573 (value 10091154; 0.00% of shares outstanding; change 1.00)
Holder of NAVN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 905322 (value 21003471; 0.00% of shares outstanding; change 0.01)
Holder of NAVN: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 623064 (value 14455085; 0.00% of shares outstanding; change 0.35)
Holder of NAZ: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2024-12-31: 11000 (value 137060; 0.00% of shares outstanding; change -0.92)
Holder of NB: NORTHERN LIGHTS FUND TRUST III-Counterpoint Quantitative Equity ETF
Shares held as of 2025-12-31: 554109 (value 3197208; 0.00% of shares outstanding; change 1.00)
Holder of NB: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 326053 (value 1881325; 0.00% of shares outstanding; change 1.00)
Holder of NB: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 270133 (value 1434406; 0.00% of shares outstanding; change 0.56)
Holder of NB: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 485700 (value 2579066; 0.00% of shares outstanding; change 1.00)
Holder of NB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1051566 (value 5583815; 0.01% of shares outstanding; change 0.01)
Holder of NB: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 531460 (value 2200244; 0.00% of shares outstanding; change 0.56)
Holder of NB: VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF
Shares held as of 2026-02-28: 314533 (value 1302166; 0.00% of shares outstanding; change 0.16)
Holder of NB: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 583898 (value 2417337; 0.00% of shares outstanding; change 0.79)
Holder of NB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 296334 (value 1520193; 0.00% of shares outstanding; change 0.05)
Holder of NB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2849178 (value 16439757; 0.02% of shares outstanding; change 0.10)
Holder of NB: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-04-30: 202760 (value 1094904; 0.00% of shares outstanding; change -0.03)
Holder of NB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1164334 (value 4820342; 0.01% of shares outstanding; change 0.11)
Holder of NB: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 258268 (value 1069229; 0.00% of shares outstanding; change -0.04)
Holder of NB: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-04-30: 194867 (value 806749; 0.00% of shares outstanding; change 0.02)
Holder of NB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 300913 (value 1597848; 0.00% of shares outstanding; change 0.02)
Holder of NB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2782436 (value 14774735; 0.02% of shares outstanding; change -0.02)
Holder of NB: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 960508 (value 5100297; 0.01% of shares outstanding; change 0.00)
Holder of NB: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-05-31: 211776 (value 902165; 0.00% of shares outstanding; change 0.04)
Holder of NB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 302444 (value 1252118; 0.00% of shares outstanding; change 0.01)
Holder of NB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2808883 (value 11628775; 0.02% of shares outstanding; change 0.01)
Holder of NB: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 950604 (value 3935500; 0.01% of shares outstanding; change -0.01)
Holder of NB: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 288595 (value 1194783; 0.00% of shares outstanding; change 0.36)
Holder of NBB: SIT MUTUAL FUNDS INC-Sit Balanced Fund
Shares held as of 2026-03-31: 11667 (value 177338; 0.00% of shares outstanding; change 0.00)
Holder of NBB: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 19328 (value 293785; 0.00% of shares outstanding; change 1.00)
Holder of NBB: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 46056 (value 721697; 0.00% of shares outstanding; change 0.00)
Holder of NBB: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 13279 (value 208081; 0.00% of shares outstanding; change 0.06)
Holder of NBB: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 280185 (value 4421319; 0.01% of shares outstanding; change 0.03)
Holder of NBB: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 46056 (value 718934; 0.00% of shares outstanding; change 0.00)
Holder of NBB: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 13279 (value 204496; 0.00% of shares outstanding; change 0.00)
Holder of NBB: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 272218 (value 4192157; 0.01% of shares outstanding; change -0.03)
Holder of NBB: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 50506 (value 767691; 0.00% of shares outstanding; change 0.10)
Holder of NBB: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 8440 (value 128287; 0.00% of shares outstanding; change -0.36)
Holder of NBB: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 271615 (value 4128547; 0.01% of shares outstanding; change 0.00)
Holder of NBBK: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 290764 (value 5995553; 0.01% of shares outstanding; change 3.96)
Holder of NBBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 418809 (value 8388744; 0.01% of shares outstanding; change 0.15)
Holder of NBBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1194645 (value 23928740; 0.03% of shares outstanding; change 0.20)
Holder of NBBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 387604 (value 7802468; 0.01% of shares outstanding; change 0.02)
Holder of NBBK: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 197815 (value 4436990; 0.00% of shares outstanding; change -0.01)
Holder of NBBK: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 415690 (value 9323926; 0.01% of shares outstanding; change 0.43)
Holder of NBBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 209191 (value 4169176; 0.00% of shares outstanding; change 0.02)
Holder of NBBK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 432019 (value 9690186; 0.01% of shares outstanding; change 0.03)
Holder of NBBK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1229005 (value 27566582; 0.03% of shares outstanding; change 0.03)
Holder of NBBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 960806 (value 19244944; 0.02% of shares outstanding; change 0.02)
Holder of NBBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 342366 (value 6857591; 0.01% of shares outstanding; change 0.00)
Holder of NBBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 208430 (value 4195695; 0.00% of shares outstanding; change 0.00)
Holder of NBBK: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 354225 (value 7304119; 0.01% of shares outstanding; change 0.04)
Holder of NBBK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 391919 (value 8790743; 0.01% of shares outstanding; change 0.01)
Holder of NBBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 373829 (value 7708354; 0.01% of shares outstanding; change 0.06)
Holder of NBBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 923124 (value 18582485; 0.02% of shares outstanding; change -0.04)
Holder of NBBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 338451 (value 6813018; 0.01% of shares outstanding; change -0.01)
Holder of NBBK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 202538 (value 4542927; 0.00% of shares outstanding; change -0.03)
Holder of NBBK: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 368721 (value 7422353; 0.01% of shares outstanding; change 0.04)
Holder of NBBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 345312 (value 7255005; 0.01% of shares outstanding; change -0.08)
Holder of NBBK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 931922 (value 20903010; 0.02% of shares outstanding; change 0.01)
Holder of NBBK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 341322 (value 7655852; 0.01% of shares outstanding; change 0.01)
Holder of NBBK: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 379380 (value 8509493; 0.01% of shares outstanding; change 0.03)
Holder of NBBK: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 481374 (value 10797218; 0.01% of shares outstanding; change 0.39)
Holder of NBH: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 152982 (value 1591777; 0.01% of shares outstanding; change 0.00)
Holder of NBH: Collaborative Investment Series TRT-RAREVIEW TAX ADVANTAGED INCOME ETF
Shares held as of 2025-12-31: 222819 (value 2318431; 0.01% of shares outstanding; change 0.22)
Holder of NBH: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 327513 (value 3407772; 0.01% of shares outstanding; change 0.14)
Holder of NBH: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 116806 (value 1215366; 0.00% of shares outstanding; change 0.00)
Holder of NBH: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 135149 (value 1406225; 0.00% of shares outstanding; change 0.33)
Holder of NBH: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 182344 (value 1897289; 0.01% of shares outstanding; change 0.07)
Holder of NBH: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 152982 (value 1571125; 0.01% of shares outstanding; change 0.00)
Holder of NBH: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 228133 (value 2342926; 0.01% of shares outstanding; change 0.21)
Holder of NBH: Collaborative Investment Series TRT-RAREVIEW TAX ADVANTAGED INCOME ETF
Shares held as of 2026-03-31: 228093 (value 2342515; 0.01% of shares outstanding; change 0.02)
Holder of NBH: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 408637 (value 4196702; 0.01% of shares outstanding; change 0.68)
Holder of NBH: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 327513 (value 3363558; 0.01% of shares outstanding; change 0.00)
Holder of NBH: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 116806 (value 1199597; 0.00% of shares outstanding; change 0.00)
Holder of NBH: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 135149 (value 1387980; 0.00% of shares outstanding; change 0.00)
Holder of NBH: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 182344 (value 1872672; 0.01% of shares outstanding; change 0.00)
Holder of NBH: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 135900 (value 1395693; 0.00% of shares outstanding; change 0.00)
Holder of NBH: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 282085 (value 2882908; 0.01% of shares outstanding; change 0.01)
Holder of NBH: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 290282 (value 3010224; 0.01% of shares outstanding; change 0.03)
Holder of NBH: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 281107 (value 2886969; 0.01% of shares outstanding; change -0.03)
Holder of NBHC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 617352 (value 26046080; 0.01% of shares outstanding; change -0.09)
Holder of NBHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 859513 (value 35953430; 0.02% of shares outstanding; change -0.05)
Holder of NBHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 553380 (value 23147886; 0.01% of shares outstanding; change -0.04)
Holder of NBHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1194557 (value 49968321; 0.03% of shares outstanding; change 0.01)
Holder of NBHC: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 552072 (value 23639722; 0.01% of shares outstanding; change -0.11)
Holder of NBHC: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 617540 (value 26758009; 0.01% of shares outstanding; change 0.00)
Holder of NBHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 501937 (value 21748931; 0.01% of shares outstanding; change 0.23)
Holder of NBHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 933363 (value 40442620; 0.02% of shares outstanding; change 0.09)
Holder of NBHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 594990 (value 25780917; 0.01% of shares outstanding; change 0.08)