speb/financial-data huggingface dataset:
Holder of NHI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1026563 (value 75236803; 0.02% of shares outstanding; change -0.04)
Holder of NHI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 662178 (value 48531026; 0.01% of shares outstanding; change -0.03)
Holder of NHI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1419092 (value 104005253; 0.03% of shares outstanding; change -0.01)
Holder of NHI: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 841545 (value 59716032; 0.02% of shares outstanding; change 0.00)
Holder of NHI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1772151 (value 125751833; 0.04% of shares outstanding; change 0.02)
Holder of NHI: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 574954 (value 46306795; 0.01% of shares outstanding; change -0.07)
Holder of NHI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 463225 (value 32870445; 0.01% of shares outstanding; change 0.01)
Holder of NHI: SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
Shares held as of 2026-02-28: 329752 (value 23224433; 0.01% of shares outstanding; change 0.07)
Holder of NHI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 531135 (value 42777613; 0.01% of shares outstanding; change 0.04)
Holder of NHI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1059765 (value 85353474; 0.02% of shares outstanding; change 0.03)
Holder of NHI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 675025 (value 54366514; 0.01% of shares outstanding; change 0.02)
Holder of NHI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1473760 (value 118696631; 0.03% of shares outstanding; change 0.04)
Holder of NHI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1155060 (value 84654348; 0.02% of shares outstanding; change 0.02)
Holder of NHI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 467808 (value 37677256; 0.01% of shares outstanding; change 0.01)
Holder of NHI: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 821316 (value 66148791; 0.02% of shares outstanding; change -0.02)
Holder of NHI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1768674 (value 142449005; 0.04% of shares outstanding; change 0.00)
Holder of NHI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1109887 (value 78757580; 0.02% of shares outstanding; change -0.04)
Holder of NHI: BNY Mellon ETF Trust-BNY Mellon Global Infrastructure Income ETF
Shares held as of 2026-05-31: 430470 (value 30546150; 0.01% of shares outstanding; change 1.00)
Holder of NHI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1123837 (value 90513833; 0.02% of shares outstanding; change 0.01)
Holder of NHI: BNY Mellon ETF Trust-BNY Mellon Global Infrastructure Income ETF
Shares held as of 2026-06-30: 458432 (value 36922113; 0.01% of shares outstanding; change 0.07)
Holder of NHIC: Driehaus Mutual Funds-Driehaus Event Driven Fund
Shares held as of 2025-12-31: 104923 (value 1185629; 0.01% of shares outstanding; change 0.00)
Holder of NHIC: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 45000 (value 501749; 0.00% of shares outstanding; change 0.00)
Holder of NHIC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 768067 (value 8679157; 0.04% of shares outstanding; change 0.00)
Holder of NHIC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 22412 (value 249893; 0.00% of shares outstanding; change 0.00)
Holder of NHIC: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 408082 (value 4550114; 0.02% of shares outstanding; change 0.00)
Holder of NHIC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1114999; 0.00% of shares outstanding; change 1.00)
Holder of NHIC: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 100000 (value 1114999; 0.00% of shares outstanding; change 0.00)
Holder of NHIC: Brinker Capital Destinations TRT-Destinations Multi Strategy Alternati
Shares held as of 2026-02-28: 265063 (value 2833523; 0.01% of shares outstanding; change 0.00)
Holder of NHIC: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 45000 (value 486450; 0.00% of shares outstanding; change 0.00)
Holder of NHIC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 768067 (value 8302804; 0.04% of shares outstanding; change 0.00)
Holder of NHIC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 156973 (value 1696878; 0.01% of shares outstanding; change 0.00)
Holder of NHIC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 22412 (value 242273; 0.00% of shares outstanding; change 0.00)
Holder of NHIC: Listed Funds Trust-Horizon Kinetics SPAC Active ETF
Shares held as of 2026-03-31: 23308 (value 251959; 0.00% of shares outstanding; change 0.00)
Holder of NHIC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 408082 (value 4411366; 0.02% of shares outstanding; change 0.00)
Holder of NHIC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1081000; 0.00% of shares outstanding; change 0.00)
Holder of NHIC: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 100000 (value 1081000; 0.00% of shares outstanding; change 0.00)
Holder of NHIC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 6928 (value 74891; 0.00% of shares outstanding; change 0.00)
Holder of NHIC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6525 (value 70535; 0.00% of shares outstanding; change 0.00)
Holder of NHP: AB BOND FUND, INC.-AB All Market Real Return Portfolio
Shares held as of 2026-04-30: 154386 (value 2206175; 0.00% of shares outstanding; change 1.00)
Holder of NHP: AB EQUITY INCOME FUND INC
Shares held as of 2026-04-30: 351418 (value 5021763; 0.01% of shares outstanding; change 1.00)
Holder of NHP: AB TRUST-AB Large Cap Value Fund
Shares held as of 2026-04-30: 317835 (value 4541862; 0.01% of shares outstanding; change 1.00)
Holder of NHP: Fidelity Advisor Series I-Fidelity Advisor Stock Selector Mid Cap Fund
Shares held as of 2026-04-30: 88400 (value 1263235; 0.00% of shares outstanding; change 1.00)
Holder of NHP: Fidelity Devonshire Trust-Fidelity Series All-Sector Equity Fund
Shares held as of 2026-04-30: 63200 (value 903127; 0.00% of shares outstanding; change 1.00)
Holder of NHP: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-04-30: 482500 (value 6894924; 0.01% of shares outstanding; change 1.00)
Holder of NHP: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-04-30: 420000 (value 6001799; 0.01% of shares outstanding; change 1.00)
Holder of NHP: Goldman Sachs TRT II-Goldman Sachs Multi-Manager Real Assets Strategy 
Shares held as of 2026-04-30: 292559 (value 4680944; 0.01% of shares outstanding; change 1.00)
Holder of NHP: Nuveen Real Estate Income Fund
Shares held as of 2026-04-30: 66855 (value 948003; 0.00% of shares outstanding; change 1.00)
Holder of NHP: Principal Exch-Trd Fd.s-Principal Real Estate Active Opportunities ETF
Shares held as of 2026-04-30: 10425 (value 152517; 0.00% of shares outstanding; change 1.00)
Holder of NHP: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 2776639 (value 44426224; 0.06% of shares outstanding; change 1.00)
Holder of NHP: Prudential Investment Portfolios 12-PGIM GLOBAL REAL ESTATE FUND
Shares held as of 2026-04-30: 319023 (value 5104368; 0.01% of shares outstanding; change 1.00)
Holder of NHP: Prudential Investment Portfolios 9-PGIM Select Real Estate Fund
Shares held as of 2026-04-30: 226991 (value 3631856; 0.01% of shares outstanding; change 1.00)
Holder of NHP: AB BOND FUND, INC.-AB All Market Real Return Portfolio
Shares held as of 2026-05-31: 154386 (value 2448561; 0.00% of shares outstanding; change 0.00)
Holder of NHP: AB EQUITY INCOME FUND INC
Shares held as of 2026-05-31: 351418 (value 5622688; 0.01% of shares outstanding; change 0.00)
Holder of NHP: AB TRUST-AB Large Cap Value Fund
Shares held as of 2026-05-31: 325680 (value 5210880; 0.01% of shares outstanding; change 0.02)
Holder of NHP: Fidelity Advisor Series I-Fidelity Advisor Stock Selector Mid Cap Fund
Shares held as of 2026-05-31: 221300 (value 3540800; 0.01% of shares outstanding; change 1.50)
Holder of NHP: Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio
Shares held as of 2026-05-31: 507500 (value 8120000; 0.01% of shares outstanding; change 0.05)
Holder of NHP: Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund
Shares held as of 2026-05-31: 461500 (value 7384000; 0.01% of shares outstanding; change 0.10)
Holder of NHP: James Alpha Funds Trust-Easterly Global Real Estate Fund
Shares held as of 2026-05-31: 215630 (value 3450080; 0.00% of shares outstanding; change 1.00)
Holder of NHP: Nuveen Real Estate Income Fund
Shares held as of 2026-05-31: 66385 (value 948641; 0.00% of shares outstanding; change -0.01)
Holder of NHP: Principal Exch-Trd Fd.s-Principal Real Estate Active Opportunities ETF
Shares held as of 2026-05-31: 10425 (value 148973; 0.00% of shares outstanding; change 0.00)
Holder of NHPAP: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-02-28: 364800 (value 8153280; 0.00% of shares outstanding; change 0.00)
Holder of NHPAP: Fidelity Securities Fund-Fidelity Series Real Estate Income Fund
Shares held as of 2026-02-28: 33000 (value 737550; 0.00% of shares outstanding; change 0.00)
Holder of NHPAP: Fidelity Salem Street Trust-Fidelity Strategic Real Return Fund
Shares held as of 2026-03-31: 4200 (value 93870; 0.00% of shares outstanding; change 0.00)
Holder of NHPBP: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 549012 (value 12078264; 0.17% of shares outstanding; change 0.01)
Holder of NHPBP: Fidelity Securities Fund-Fidelity Real Estate Income Fund
Shares held as of 2026-02-28: 190000 (value 4180000; 0.06% of shares outstanding; change 0.00)
Holder of NHPBP: Fidelity Securities Fund-Fidelity Series Real Estate Income Fund
Shares held as of 2026-02-28: 40300 (value 886600; 0.01% of shares outstanding; change 0.00)
Holder of NHPBP: Fidelity Salem Street Trust-Fidelity Strategic Real Return Fund
Shares held as of 2026-03-31: 2000 (value 44000; 0.00% of shares outstanding; change 0.00)
Holder of NHS: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 3 (value 18; 0.00% of shares outstanding; change 1.00)
Holder of NHS: ALLSPRING FUNDS TRUST-Allspring Diversified Income Builder Fund
Shares held as of 2026-03-31: 5806 (value 36577; 0.00% of shares outstanding; change 1.00)
Holder of NHS: Allspring Global Dividend Opportunity Fund
Shares held as of 2026-03-31: 2058 (value 12965; 0.00% of shares outstanding; change 1.00)
Holder of NHS: Allspring Utilities & High Income Fund
Shares held as of 2026-03-31: 1511 (value 9519; 0.00% of shares outstanding; change 1.00)
Holder of NHS: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 341497 (value 2052397; 0.01% of shares outstanding; change -0.10)
Holder of NHS: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-03-31: 92114 (value 572027; 0.00% of shares outstanding; change 0.00)
Holder of NHS: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 235390 (value 1490018; 0.01% of shares outstanding; change -0.07)
Holder of NHS: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 1137 (value 6969; 0.00% of shares outstanding; change 1.00)
Holder of NHS: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 228741 (value 1397607; 0.01% of shares outstanding; change -0.03)
Holder of NHS: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 9251 (value 55598; 0.00% of shares outstanding; change 7.14)
Holder of NHS: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 228237 (value 1371704; 0.01% of shares outstanding; change 0.00)
Holder of NHS: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-06-30: 122818 (value 738136; 0.00% of shares outstanding; change 0.33)
Holder of NHTC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 76604 (value 210661; 0.01% of shares outstanding; change 0.00)
Holder of NHTC: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 4329 (value 7229; 0.00% of shares outstanding; change -0.59)
Holder of NHTC: Dimensional ETF Trust-Dimensional US Equity Market ETF
Shares held as of 2026-01-31: 1816 (value 3032; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 6750 (value 11272; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 22600 (value 40679; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 56352 (value 134681; 0.01% of shares outstanding; change 0.25)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4971 (value 11880; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12372 (value 29569; 0.00% of shares outstanding; change 0.08)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 15122 (value 36141; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 76604 (value 137887; 0.01% of shares outstanding; change 0.00)
Holder of NHTC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 19173 (value 45823; 0.00% of shares outstanding; change -0.01)
Holder of NHTC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 3504 (value 6307; 0.00% of shares outstanding; change 1.00)
Holder of NHTC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 3409 (value 6136; 0.00% of shares outstanding; change 1.00)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 56147 (value 93765; 0.01% of shares outstanding; change 0.00)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4971 (value 8301; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12372 (value 20661; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 15122 (value 25253; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 6750 (value 12149; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 19299 (value 32229; 0.00% of shares outstanding; change 0.01)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 56147 (value 101064; 0.01% of shares outstanding; change 0.00)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4971 (value 8947; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12372 (value 22269; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 15122 (value 27219; 0.00% of shares outstanding; change 0.00)
Holder of NHTC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 19047 (value 34284; 0.00% of shares outstanding; change -0.01)
Holder of NHY.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 12201563 (value 1415991423; 0.01% of shares outstanding; change 0.02)
Holder of NHY.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 3222192 (value 299083860; 0.00% of shares outstanding; change 0.01)
Holder of NHY.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 2855876 (value 265082409; 0.00% of shares outstanding; change 0.02)
Holder of NHY.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 18939365 (value 1757951853; 0.01% of shares outstanding; change 0.01)
Holder of NHY.OL: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 2816174 (value 326817001; 0.00% of shares outstanding; change 0.06)
Holder of NHY.OL: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 3378295 (value 286614535; 0.00% of shares outstanding; change 0.68)
Holder of NHY.OL: Bernstein Fund Inc-International Strategic Equities Portfolio
Shares held as of 2026-03-31: 14953722 (value 1268673719; 0.01% of shares outstanding; change 1.00)
Holder of NHY.OL: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 4744505 (value 402523786; 0.00% of shares outstanding; change -0.24)
Holder of NHY.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 12477002 (value 1058548803; 0.01% of shares outstanding; change 0.02)
Holder of NHY.OL: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 5154933 (value 478480879; 0.00% of shares outstanding; change 0.01)
Holder of NHY.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 3140978 (value 266480562; 0.00% of shares outstanding; change -0.03)
Holder of NHY.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 2974599 (value 252364968; 0.00% of shares outstanding; change 0.04)
Holder of NHY.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 18926392 (value 1605715027; 0.01% of shares outstanding; change 0.00)
Holder of NHY.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 9809889 (value 910553893; 0.01% of shares outstanding; change 0.00)
Holder of NHY.OL: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 4822670 (value 447640227; 0.00% of shares outstanding; change 0.01)
Holder of NHY.OL: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 5209562 (value 441979221; 0.00% of shares outstanding; change 0.01)
Holder of NHY.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 9635296 (value 817458477; 0.00% of shares outstanding; change -0.02)
Holder of NHY.OL: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 4822670 (value 409155305; 0.00% of shares outstanding; change 0.00)
Holder of NI: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2025-12-31: 31353238 (value 1449146698; 0.07% of shares outstanding; change 0.15)
Holder of NI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 12036693 (value 556335965; 0.03% of shares outstanding; change 0.04)
Holder of NI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5414937 (value 250278394; 0.01% of shares outstanding; change -0.03)
Holder of NI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 15003546 (value 693463914; 0.03% of shares outstanding; change 0.01)
Holder of NI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6111269 (value 282462860; 0.01% of shares outstanding; change 0.01)
Holder of NI: Franklin Custodian Funds-FRANKLIN UTILITIES FUND
Shares held as of 2026-03-31: 5700000 (value 266076001; 0.01% of shares outstanding; change -0.02)
Holder of NI: JNL Series Trust-JNL/T. Rowe Price Capital Appreciation Fund
Shares held as of 2026-03-31: 6709099 (value 313180743; 0.01% of shares outstanding; change -0.02)
Holder of NI: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 29877416 (value 1394677787; 0.06% of shares outstanding; change -0.05)
Holder of NI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 12158801 (value 567572834; 0.03% of shares outstanding; change 0.01)
Holder of NI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5517049 (value 257535849; 0.01% of shares outstanding; change 0.02)
Holder of NI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15218482 (value 710398744; 0.03% of shares outstanding; change 0.01)
Holder of NI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6132338 (value 292083265; 0.01% of shares outstanding; change 0.00)
Holder of NI: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 7949758 (value 375308067; 0.02% of shares outstanding; change -0.03)
Holder of NI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5693121 (value 268772237; 0.01% of shares outstanding; change 0.03)
Holder of NI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6189604 (value 294810845; 0.01% of shares outstanding; change 0.01)
Holder of NI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6123818 (value 285859826; 0.01% of shares outstanding; change 0.00)
Holder of NI: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 7786722 (value 363328447; 0.02% of shares outstanding; change -0.02)
Holder of NI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5748999 (value 268248292; 0.01% of shares outstanding; change 0.01)
Holder of NI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6304552 (value 294296489; 0.01% of shares outstanding; change 0.02)
Holder of NI: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 7832972 (value 365643135; 0.02% of shares outstanding; change 0.01)
Holder of NI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5778189 (value 269725864; 0.01% of shares outstanding; change 0.01)
Holder of NIC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 142720 (value 20019335; 0.01% of shares outstanding; change 0.00)
Holder of NIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 376686 (value 52837746; 0.02% of shares outstanding; change 0.06)
Holder of NIC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 180736 (value 27336320; 0.01% of shares outstanding; change 0.41)
Holder of NIC: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 140000 (value 19637800; 0.01% of shares outstanding; change 0.33)
Holder of NIC: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 140000 (value 23749599; 0.01% of shares outstanding; change 0.33)
Holder of NIC: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 112972 (value 17087015; 0.01% of shares outstanding; change 4.70)
Holder of NIC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 104677 (value 14370058; 0.00% of shares outstanding; change 0.01)
Holder of NIC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 217170 (value 36840718; 0.01% of shares outstanding; change 0.52)
Holder of NIC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 581856 (value 98706051; 0.03% of shares outstanding; change 0.54)
Holder of NIC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 451652 (value 63353227; 0.02% of shares outstanding; change 0.01)
Holder of NIC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 125776 (value 17642600; 0.01% of shares outstanding; change -0.01)
Holder of NIC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 135860 (value 23047290; 0.01% of shares outstanding; change 0.31)
Holder of NIC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 104296 (value 15774770; 0.00% of shares outstanding; change 0.00)
Holder of NIC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 182507 (value 30960487; 0.01% of shares outstanding; change 0.01)
Holder of NIC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 163369 (value 24268465; 0.01% of shares outstanding; change 0.01)
Holder of NIC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 169871 (value 25234337; 0.01% of shares outstanding; change 0.05)
Holder of NIC: Ultimus Managers Trust-Westwood Quality SmallCap Fund
Shares held as of 2026-04-30: 127589 (value 21644197; 0.01% of shares outstanding; change 1.00)
Holder of NIC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 433946 (value 65634332; 0.02% of shares outstanding; change -0.04)
Holder of NIC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 124336 (value 18805820; 0.01% of shares outstanding; change -0.01)
Holder of NIC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 165084 (value 28026311; 0.01% of shares outstanding; change 0.01)
Holder of NIC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 156858 (value 25596087; 0.01% of shares outstanding; change -0.08)
Holder of NIC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 439788 (value 74605636; 0.02% of shares outstanding; change 0.01)
Holder of NIC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 126507 (value 21460647; 0.01% of shares outstanding; change 0.02)
Holder of NIC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 180008 (value 30536557; 0.01% of shares outstanding; change 1.00)
Holder of NIC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 284264 (value 48222544; 0.01% of shares outstanding; change 0.81)
Holder of NIC.AX: SPROTT FUNDS TRUST-Sprott Nickel Miners ETF
Shares held as of 2025-12-31: 5824200 (value 6173651; 0.00% of shares outstanding; change 0.75)
Holder of NIC.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 18003193 (value 19083383; 0.00% of shares outstanding; change 0.02)
Holder of NIC.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 19506316 (value 18238405; 0.00% of shares outstanding; change 0.00)
Holder of NIC.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 4888221 (value 4800232; 0.00% of shares outstanding; change -0.29)
Holder of NIC.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 8937834 (value 8356874; 0.00% of shares outstanding; change 0.17)
Holder of NIC.AX: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 6655470 (value 6222864; 0.00% of shares outstanding; change 0.01)
Holder of NIC.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 7104809 (value 6642996; 0.00% of shares outstanding; change 0.01)
Holder of NIC.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 27840833 (value 26031178; 0.01% of shares outstanding; change 0.00)
Holder of NIC.AX: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 12446701 (value 10392995; 0.00% of shares outstanding; change 7.65)
Holder of NIC.AX: SPROTT FUNDS TRUST-Sprott Nickel Miners ETF
Shares held as of 2026-03-31: 12522388 (value 10456193; 0.00% of shares outstanding; change 1.15)
Holder of NIC.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 18589136 (value 15521928; 0.00% of shares outstanding; change 0.03)
Holder of NIC.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 19506316 (value 16287773; 0.00% of shares outstanding; change 0.00)
Holder of NIC.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 12077096 (value 10084374; 0.00% of shares outstanding; change 0.35)
Holder of NIC.AX: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 6862715 (value 5730366; 0.00% of shares outstanding; change 0.03)
Holder of NIC.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 7047857 (value 5884960; 0.00% of shares outstanding; change -0.01)
Holder of NIC.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 28238872 (value 23579457; 0.01% of shares outstanding; change 0.01)
Holder of NIC.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 14201244 (value 13278163; 0.00% of shares outstanding; change 0.01)
Holder of NIC.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 8558011 (value 8001740; 0.00% of shares outstanding; change 0.00)
Holder of NIC.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 14318304 (value 11955783; 0.00% of shares outstanding; change 0.01)
Holder of NIC.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 8783727 (value 7334411; 0.00% of shares outstanding; change 0.03)
Holder of NICE: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 751131 (value 69599801; 0.01% of shares outstanding; change 0.18)
Holder of NICE: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-01-31: 876956 (value 73725690; 0.02% of shares outstanding; change -0.10)
Holder of NICE: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-01-31: 607218 (value 51048817; 0.01% of shares outstanding; change 1.00)
Holder of NICE: AB TRUST-AB Discovery Value Fund
Shares held as of 2026-03-31: 141600 (value 12561335; 0.00% of shares outstanding; change 0.12)
Holder of NICE: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 714692 (value 64508101; 0.01% of shares outstanding; change -0.05)
Holder of NICE: Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND
Shares held as of 2026-03-31: 234888 (value 21200991; 0.00% of shares outstanding; change 0.59)
Holder of NICE: Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND
Shares held as of 2026-03-31: 191851 (value 17316471; 0.00% of shares outstanding; change 3.46)
Holder of NICE: Parnassus Funds-Parnassus Value Equity Fund
Shares held as of 2026-03-31: 540590 (value 54140089; 0.01% of shares outstanding; change 0.03)
Holder of NICE: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-04-30: 849292 (value 76657097; 0.01% of shares outstanding; change -0.03)
Holder of NICE: Principal Exchange-Traded Funds-Principal International Equity ETF
Shares held as of 2026-04-30: 274062 (value 24287375; 0.00% of shares outstanding; change 0.18)
Holder of NICE: Principal Funds, Inc-International Equity Fund
Shares held as of 2026-04-30: 1103181 (value 99573119; 0.02% of shares outstanding; change 0.82)
Holder of NICE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 448354 (value 37693120; 0.01% of shares outstanding; change 0.01)
Holder of NICE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 219204 (value 18428480; 0.00% of shares outstanding; change 0.00)
Holder of NICE: iShares, Inc.-iShares MSCI Israel ETF
Shares held as of 2026-04-30: 139270 (value 11708428; 0.00% of shares outstanding; change -0.02)
Holder of NICE: AB TRUST-AB Discovery Value Fund
Shares held as of 2026-05-31: 136729 (value 12341159; 0.00% of shares outstanding; change -0.01)
Holder of NICE: Principal Exchange-Traded Funds-Principal International Equity ETF
Shares held as of 2026-05-31: 243437 (value 23822744; 0.00% of shares outstanding; change -0.11)
Holder of NICE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 451639 (value 40764937; 0.01% of shares outstanding; change 1.00)
Holder of NICE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 227130 (value 20500754; 0.00% of shares outstanding; change 1.00)
Holder of NICE: Fidelity Covington Trust-Fidelity Enhanced International ETF
Shares held as of 2026-06-30: 139734 (value 12612391; 0.00% of shares outstanding; change 0.06)
Holder of NICE: Parnassus Funds-Parnassus Value Equity Fund
Shares held as of 2026-06-30: 562421 (value 50764120; 0.01% of shares outstanding; change 0.04)
Holder of NIE: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 4526 (value 121885; 0.00% of shares outstanding; change 0.00)
Holder of NIE: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 2846 (value 76642; 0.00% of shares outstanding; change 0.00)
Holder of NIE: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 1132 (value 30484; 0.00% of shares outstanding; change 0.00)
Holder of NIE: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 2300 (value 61939; 0.00% of shares outstanding; change 0.00)
Holder of NIE: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 44468 (value 1175733; 0.00% of shares outstanding; change 0.84)
Holder of NIE: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 1168 (value 30881; 0.00% of shares outstanding; change 0.00)
Holder of NIE: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 9286 (value 245521; 0.00% of shares outstanding; change 0.00)
Holder of NIE: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 240544 (value 6230089; 0.01% of shares outstanding; change 0.30)
Holder of NIE: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 4754 (value 123128; 0.00% of shares outstanding; change 0.05)
Holder of NIE: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 2970 (value 76922; 0.00% of shares outstanding; change 0.04)
Holder of NIE: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 1299 (value 33644; 0.00% of shares outstanding; change 0.15)
Holder of NIE: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 2357 (value 61046; 0.00% of shares outstanding; change 0.02)
Holder of NIE: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 49028 (value 1269825; 0.00% of shares outstanding; change 0.10)
Holder of NIE: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 28502 (value 752452; 0.00% of shares outstanding; change 0.05)
Holder of NIE: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 1573 (value 40740; 0.00% of shares outstanding; change 0.35)
Holder of NIE: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 11852 (value 306966; 0.00% of shares outstanding; change 0.28)
Holder of NIE: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 28502 (value 753592; 0.00% of shares outstanding; change 0.00)
Holder of NIE: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 29679 (value 768686; 0.00% of shares outstanding; change 0.04)
Holder of NILI.V: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2025-12-31: 277688 (value 208266; 0.00% of shares outstanding; change 1.00)
Holder of NILI.V: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2026-03-31: 312762 (value 187657; 0.00% of shares outstanding; change 0.13)
Holder of NIM: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 139 (value 1303; 0.00% of shares outstanding; change -0.18)
Holder of NIM: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 139 (value 1298; 0.00% of shares outstanding; change -0.18)
Holder of NIM: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 313 (value 2923; 0.00% of shares outstanding; change 0.00)
Holder of NINE: American Century Investment Trust-High Income Fund
Shares held as of 2026-03-31: 80212 (value 995430; 0.01% of shares outstanding; change 1.00)
Holder of NINE: NEW YORK LIFE INVESTMENTS VP Fd.S TRT-NYLI VP MacKay High Yield Corpor
Shares held as of 2026-03-31: 363862 (value 4515527; 0.03% of shares outstanding; change 1.00)
Holder of NINE: Northern Funds-MULTI-MANAGER HIGH YIELD OPPORTUNITY FUND
Shares held as of 2026-03-31: 2325 (value 28853; 0.00% of shares outstanding; change 1.00)
Holder of NINE: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay Short Duration High Inc
Shares held as of 2026-04-30: 348750 (value 4327987; 0.03% of shares outstanding; change 1.00)
Holder of NINE: NEW YORK LIFE INVESTMENTS Fd.S-NYLI MacKay High Yield Corporate Bond F
Shares held as of 2026-04-30: 1404300 (value 17427362; 0.10% of shares outstanding; change 1.00)
Holder of NINE: PACE SELECT ADVISORS TRUST-PACE High Yield Investments
Shares held as of 2026-04-30: 6975 (value 86559; 0.00% of shares outstanding; change 1.00)
Holder of NIO: Amplify ETF Trust-Amplify Lithium & Battery Technology ETF
Shares held as of 2026-03-31: 342266 (value 1536774; 0.00% of shares outstanding; change 0.93)
Holder of NIO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 1017761 (value 5302534; 0.00% of shares outstanding; change -0.06)
Holder of NIO: GLOBAL X FUNDS-Global X Autonomous & Electric Vehicles ETF
Shares held as of 2026-04-30: 836991 (value 4360723; 0.00% of shares outstanding; change -0.01)
Holder of NIO: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Emerging Markets ETF
Shares held as of 2026-04-30: 475771 (value 2388370; 0.00% of shares outstanding; change 0.00)
Holder of NIO: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-04-30: 334489 (value 1679134; 0.00% of shares outstanding; change 0.00)
Holder of NIO: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 939012 (value 4892252; 0.00% of shares outstanding; change 0.01)
Holder of NIO: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 953893 (value 4969782; 0.00% of shares outstanding; change -0.19)
Holder of NIO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 2175281 (value 10919910; 0.00% of shares outstanding; change 0.00)
Holder of NIO: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 1052559 (value 5483832; 0.00% of shares outstanding; change 0.00)
Holder of NIO: VanEck ETF Trust-VanEck Low Carbon Energy ETF
Shares held as of 2026-04-30: 501544 (value 2688275; 0.00% of shares outstanding; change 0.03)
Holder of NIO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 1029236 (value 5197641; 0.00% of shares outstanding; change 0.01)
Holder of NIO: GLOBAL X FUNDS-Global X Autonomous & Electric Vehicles ETF
Shares held as of 2026-05-31: 894077 (value 4363095; 0.00% of shares outstanding; change 0.07)
Holder of NIO: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Emerging Markets ETF
Shares held as of 2026-05-31: 477594 (value 2330658; 0.00% of shares outstanding; change 0.00)
Holder of NIO: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-05-31: 349501 (value 1705564; 0.00% of shares outstanding; change 0.04)
Holder of NIO: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 882148 (value 4304882; 0.00% of shares outstanding; change -0.06)
Holder of NIO: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 1097333 (value 5354985; 0.00% of shares outstanding; change 0.15)
Holder of NIO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 2175281 (value 10615371; 0.00% of shares outstanding; change 0.00)
Holder of NIO: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 1037843 (value 4960889; 0.00% of shares outstanding; change -0.01)
Holder of NIO: VanEck ETF Trust-VanEck Low Carbon Energy ETF
Shares held as of 2026-05-31: 496766 (value 2424218; 0.00% of shares outstanding; change -0.01)
Holder of NIO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 1050160 (value 4715218; 0.00% of shares outstanding; change 0.02)
Holder of NIO: GLOBAL X FUNDS-Global X Autonomous & Electric Vehicles ETF
Shares held as of 2026-06-30: 888603 (value 3989827; 0.00% of shares outstanding; change -0.01)
Holder of NIO: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Emerging Markets ETF
Shares held as of 2026-06-30: 443185 (value 1989900; 0.00% of shares outstanding; change -0.07)
Holder of NIO: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-06-30: 331027 (value 1486311; 0.00% of shares outstanding; change -0.05)
Holder of NIO: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 695681 (value 3123607; 0.00% of shares outstanding; change -0.21)
Holder of NIO: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 1397793 (value 6276090; 0.00% of shares outstanding; change 0.27)
Holder of NIO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 2141641 (value 9615967; 0.00% of shares outstanding; change -0.02)
Holder of NIO: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 1663873 (value 7470789; 0.00% of shares outstanding; change 0.60)
Holder of NIO: VanEck ETF Trust-VanEck Low Carbon Energy ETF
Shares held as of 2026-06-30: 492784 (value 2212600; 0.00% of shares outstanding; change -0.01)
Holder of NIPG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4526 (value 1756; 0.00% of shares outstanding; change 0.00)
Holder of NIPG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4526 (value 1222; 0.00% of shares outstanding; change 0.00)
Holder of NIPG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 151 (value 2340; 0.00% of shares outstanding; change 0.00)
Holder of NIQ: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2025-12-31: 1232928 (value 10282619; 0.00% of shares outstanding; change 0.42)
Holder of NIQ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 543903 (value 4536151; 0.00% of shares outstanding; change 0.01)
Holder of NIQ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 565722 (value 4718121; 0.00% of shares outstanding; change 0.92)
Holder of NIQ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1005593 (value 8386645; 0.00% of shares outstanding; change -0.04)
Holder of NIQ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1386687 (value 11564969; 0.00% of shares outstanding; change 0.00)
Holder of NIQ: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-01-31: 444892 (value 3568034; 0.00% of shares outstanding; change -0.04)
Holder of NIQ: HARBOR FUNDS-Harbor Small Cap Growth Fund
Shares held as of 2026-01-31: 691819 (value 5548388; 0.00% of shares outstanding; change -0.38)
Holder of NIQ: NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund
Shares held as of 2026-01-31: 561767 (value 4505371; 0.00% of shares outstanding; change -0.07)
Holder of NIQ: Principal Funds, Inc-SmallCap Growth Fund I
Shares held as of 2026-01-31: 414024 (value 3320472; 0.00% of shares outstanding; change -0.07)
Holder of NIQ: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 901761 (value 7529704; 0.00% of shares outstanding; change -0.59)
Holder of NIQ: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2026-03-31: 1232928 (value 13253976; 0.00% of shares outstanding; change 0.00)
Holder of NIQ: Thrivent ETF Trust-Thrivent Small-Mid Cap Equity ETF
Shares held as of 2026-03-31: 800596 (value 8606407; 0.00% of shares outstanding; change 1.00)
Holder of NIQ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 568387 (value 6110160; 0.00% of shares outstanding; change 0.05)
Holder of NIQ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1146019 (value 12319704; 0.00% of shares outstanding; change 1.03)
Holder of NIQ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2045105 (value 21984878; 0.01% of shares outstanding; change 1.03)
Holder of NIQ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2843787 (value 30570710; 0.01% of shares outstanding; change 1.05)
Holder of NIQ: Principal Funds, Inc-LargeCap Growth Fund I
Shares held as of 2026-04-30: 296975 (value 3192481; 0.00% of shares outstanding; change 754.66)
Holder of NIQ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 263632 (value 2834044; 0.00% of shares outstanding; change -0.05)
Holder of NIQ: First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd.
Shares held as of 2026-05-31: 357364 (value 3931004; 0.00% of shares outstanding; change 0.01)
Holder of NIQ: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 272895 (value 2933621; 0.00% of shares outstanding; change 0.01)
Holder of NIQ: First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd.
Shares held as of 2026-06-30: 565856 (value 6082952; 0.00% of shares outstanding; change 0.58)
Holder of NIU: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 239522 (value 491020; 0.00% of shares outstanding; change 0.09)
Holder of NIU: DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series
Shares held as of 2026-01-31: 47641 (value 97664; 0.00% of shares outstanding; change 1.06)
Holder of NIU: Dimensional ETF Trust-Dimensional Emerging Core Equity Market ETF
Shares held as of 2026-01-31: 46438 (value 95197; 0.00% of shares outstanding; change 0.21)