speb/financial-data huggingface dataset:
Holder of NEGG: Innovator ETFs Trust-Innovator U.S. Small Cap Managed Floor ETF
Shares held as of 2026-01-31: 564 (value 9960; 0.00% of shares outstanding; change 0.41)
Holder of NEGG: Amplify ETF Trust-Amplify Online Retail ETF
Shares held as of 2026-03-31: 10526 (value 148627; 0.00% of shares outstanding; change -0.10)
Holder of NEGG: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 5 (value 70; 0.00% of shares outstanding; change 0.00)
Holder of NEGG: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 229 (value 3233; 0.00% of shares outstanding; change 0.00)
Holder of NEGG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12190 (value 211374; 0.00% of shares outstanding; change 0.00)
Holder of NEGG: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2026-03-31: 6108 (value 86244; 0.00% of shares outstanding; change 0.00)
Holder of NEGG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 3105 (value 53840; 0.00% of shares outstanding; change -0.01)
Holder of NEGG: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 5667 (value 98265; 0.00% of shares outstanding; change 0.04)
Holder of NEGG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 12446 (value 219796; 0.00% of shares outstanding; change 0.02)
Holder of NEGG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 3125 (value 55187; 0.00% of shares outstanding; change 0.01)
Holder of NEGG: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 5698 (value 100626; 0.00% of shares outstanding; change 0.01)
Holder of NEGG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 12446 (value 175737; 0.00% of shares outstanding; change 0.00)
Holder of NEGG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 3085 (value 43560; 0.00% of shares outstanding; change -0.01)
Holder of NEGG: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 5729 (value 80893; 0.00% of shares outstanding; change 0.01)
Holder of NEM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 27519170 (value 3021879990; 0.03% of shares outstanding; change 0.02)
Holder of NEM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 34292601 (value 3765670432; 0.03% of shares outstanding; change -0.01)
Holder of NEM: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 4820074 (value 490683547; 0.00% of shares outstanding; change -0.23)
Holder of NEM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 13936268 (value 1530341555; 0.01% of shares outstanding; change 0.00)
Holder of NEM: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 5194748 (value 570435265; 0.00% of shares outstanding; change -0.15)
Holder of NEM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 27731011 (value 2584252982; 0.03% of shares outstanding; change 0.01)
Holder of NEM: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11747036 (value 1094706313; 0.01% of shares outstanding; change -0.51)
Holder of NEM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 34546737 (value 3219410505; 0.03% of shares outstanding; change 0.01)
Holder of NEM: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 10061954 (value 937673517; 0.01% of shares outstanding; change 0.00)
Holder of NEM: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 6153232 (value 573419705; 0.01% of shares outstanding; change -0.02)
Holder of NEM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 13984376 (value 1423609519; 0.01% of shares outstanding; change 0.00)
Holder of NEM: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-04-30: 4881223 (value 489244997; 0.00% of shares outstanding; change 0.10)
Holder of NEM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 13053862 (value 1308388632; 0.01% of shares outstanding; change 0.03)
Holder of NEM: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 28009035 (value 2760010334; 0.03% of shares outstanding; change 0.00)
Holder of NEM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 14115031 (value 1436910198; 0.01% of shares outstanding; change 0.01)
Holder of NEM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 13964919 (value 1301390835; 0.01% of shares outstanding; change 0.00)
Holder of NEM: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-05-31: 4794251 (value 454542925; 0.00% of shares outstanding; change -0.02)
Holder of NEM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 13181298 (value 1249718831; 0.01% of shares outstanding; change 0.01)
Holder of NEM: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 27659056 (value 2577547496; 0.03% of shares outstanding; change -0.01)
Holder of NEM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 14377475 (value 1339836930; 0.01% of shares outstanding; change 0.02)
Holder of NEM: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-06-30: 5113837 (value 476558482; 0.00% of shares outstanding; change 0.07)
Holder of NEM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 12903098 (value 1202439734; 0.01% of shares outstanding; change -0.02)
Holder of NEM.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 535174 (value 35963691; 0.00% of shares outstanding; change 0.02)
Holder of NEM.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 195375 (value 13129199; 0.00% of shares outstanding; change 0.00)
Holder of NEM.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 830497 (value 55809395; 0.01% of shares outstanding; change 0.01)
Holder of NEM.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 154021 (value 8586670; 0.00% of shares outstanding; change -0.73)
Holder of NEM.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 212432 (value 14275429; 0.00% of shares outstanding; change 0.01)
Holder of NEM.DE: NEW ECONOMY FUND
Shares held as of 2026-03-31: 677249 (value 38704781; 0.01% of shares outstanding; change 0.00)
Holder of NEM.DE: SIX CIRCLES TRUST-Six Circles International Unconstrained Equity Fund
Shares held as of 2026-03-31: 150459 (value 8598732; 0.00% of shares outstanding; change 0.05)
Holder of NEM.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 150321 (value 8590845; 0.00% of shares outstanding; change -0.56)
Holder of NEM.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 551213 (value 31501823; 0.00% of shares outstanding; change 0.03)
Holder of NEM.DE: Aristotle Fund Series Trust-Aristotle International Equity Fund
Shares held as of 2026-04-30: 155900 (value 10476479; 0.00% of shares outstanding; change 0.00)
Holder of NEM.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 195375 (value 11165681; 0.00% of shares outstanding; change 0.00)
Holder of NEM.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 193506 (value 11058868; 0.00% of shares outstanding; change 0.64)
Holder of NEM.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 830794 (value 47479878; 0.01% of shares outstanding; change 0.00)
Holder of NEM.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 416326 (value 27977105; 0.00% of shares outstanding; change 0.01)
Holder of NEM.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 198094 (value 13311916; 0.00% of shares outstanding; change 0.00)
Holder of NEM.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 217216 (value 12413894; 0.00% of shares outstanding; change 0.01)
Holder of NEM.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 419686 (value 23985055; 0.00% of shares outstanding; change 0.01)
Holder of NEM.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 204677 (value 11697290; 0.00% of shares outstanding; change 0.03)
Holder of NEO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1387971 (value 14601455; 0.01% of shares outstanding; change 0.02)
Holder of NEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1653939 (value 17399439; 0.01% of shares outstanding; change -0.04)
Holder of NEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2940453 (value 30933566; 0.02% of shares outstanding; change -0.04)
Holder of NEO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4073695 (value 42855273; 0.03% of shares outstanding; change 0.01)
Holder of NEO: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 2819635 (value 39164731; 0.02% of shares outstanding; change -0.16)
Holder of NEO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1264179 (value 14158804; 0.01% of shares outstanding; change 0.01)
Holder of NEO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1442892 (value 20041770; 0.01% of shares outstanding; change 0.04)
Holder of NEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1678566 (value 23315282; 0.01% of shares outstanding; change 0.01)
Holder of NEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2998358 (value 41647193; 0.02% of shares outstanding; change 0.02)
Holder of NEO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4074635 (value 56596681; 0.03% of shares outstanding; change 0.00)
Holder of NEO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3157344 (value 33215260; 0.02% of shares outstanding; change 0.00)
Holder of NEO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1276462 (value 17730057; 0.01% of shares outstanding; change 0.01)
Holder of NEO: First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd.
Shares held as of 2026-04-30: 9784225 (value 106648048; 0.08% of shares outstanding; change 0.60)
Holder of NEO: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1176887 (value 13098752; 0.01% of shares outstanding; change -0.01)
Holder of NEO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7894639 (value 87867332; 0.06% of shares outstanding; change 0.02)
Holder of NEO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3033856 (value 33979186; 0.02% of shares outstanding; change -0.04)
Holder of NEO: First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd.
Shares held as of 2026-05-31: 10045135 (value 139526928; 0.08% of shares outstanding; change 0.03)
Holder of NEO: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 1187578 (value 17493023; 0.01% of shares outstanding; change 0.01)
Holder of NEO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7841458 (value 108917854; 0.06% of shares outstanding; change -0.01)
Holder of NEO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3062688 (value 42540737; 0.02% of shares outstanding; change 0.01)
Holder of NEO: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 1196091 (value 16613704; 0.01% of shares outstanding; change 0.01)
Holder of NEO.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 233456 (value 7463588; 0.01% of shares outstanding; change 0.22)
Holder of NEO.TO: AMERICAN BEACON SELECT FUNDS-American Beacon GLG Natural Resources ETF
Shares held as of 2026-01-31: 155794 (value 5465253; 0.00% of shares outstanding; change 1.00)
Holder of NEO.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 94058 (value 3299554; 0.00% of shares outstanding; change 0.47)
Holder of NEO.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 169853 (value 5958443; 0.00% of shares outstanding; change 0.43)
Holder of NEO.TO: Franklin Strategic Series-FRANKLIN NATURAL RESOURCES FUND
Shares held as of 2026-01-31: 160400 (value 5626832; 0.00% of shares outstanding; change 0.23)
Holder of NEO.TO: Harbor Funds II-Embark Small Cap Equity Fund
Shares held as of 2026-01-31: 124116 (value 4353989; 0.00% of shares outstanding; change 0.04)
Holder of NEO.TO: Brighthouse Funds Trust II-VanEck Global Natural Resources Portfolio
Shares held as of 2026-03-31: 393284 (value 15023449; 0.01% of shares outstanding; change 0.32)
Holder of NEO.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 179423 (value 6853958; 0.00% of shares outstanding; change -0.23)
Holder of NEO.TO: VanEck Funds-Global Resources Fund
Shares held as of 2026-03-31: 389286 (value 14870725; 0.01% of shares outstanding; change 0.53)
Holder of NEO.TO: VanEck VIP Trust-VanEck VIP Global Resources Fund
Shares held as of 2026-03-31: 230810 (value 8816942; 0.01% of shares outstanding; change 0.65)
Holder of NEO.TO: AMERICAN BEACON SELECT FUNDS-American Beacon GLG Natural Resources ETF
Shares held as of 2026-04-30: 231194 (value 8831610; 0.01% of shares outstanding; change 0.48)
Holder of NEO.TO: Baird Funds Inc-Baird Equity Opportunity Fund
Shares held as of 2026-04-30: 95889 (value 3363786; 0.00% of shares outstanding; change 0.19)
Holder of NEO.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 139268 (value 5320037; 0.00% of shares outstanding; change 1.03)
Holder of NEO.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 120076 (value 4586903; 0.00% of shares outstanding; change 0.38)
Holder of NEO.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 132578 (value 5064479; 0.00% of shares outstanding; change 0.93)
Holder of NEO.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 169853 (value 6488384; 0.00% of shares outstanding; change 0.00)
Holder of NEO.TO: Franklin Strategic Series-FRANKLIN NATURAL RESOURCES FUND
Shares held as of 2026-04-30: 159300 (value 6085260; 0.00% of shares outstanding; change -0.01)
Holder of NEOG: ALPS SERIES TRUST-Clarkston Partners Fund
Shares held as of 2025-12-31: 4135000 (value 37090951; 0.02% of shares outstanding; change 0.00)
Holder of NEOG: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 2520125 (value 22605521; 0.01% of shares outstanding; change 1.00)
Holder of NEOG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2358030 (value 21151529; 0.01% of shares outstanding; change 0.00)
Holder of NEOG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4938272 (value 44296301; 0.02% of shares outstanding; change -0.04)
Holder of NEOG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3179400 (value 28519218; 0.01% of shares outstanding; change -0.04)
Holder of NEOG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6826778 (value 61236200; 0.03% of shares outstanding; change 0.00)
Holder of NEOG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2140658 (value 19094669; 0.01% of shares outstanding; change 0.01)
Holder of NEOG: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 5000000 (value 46999998; 0.02% of shares outstanding; change -0.09)
Holder of NEOG: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 3688997 (value 37886000; 0.02% of shares outstanding; change 0.74)
Holder of NEOG: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2667794 (value 25077262; 0.01% of shares outstanding; change 0.06)
Holder of NEOG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2425549 (value 22800159; 0.01% of shares outstanding; change 0.03)
Holder of NEOG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5010369 (value 47097466; 0.02% of shares outstanding; change 0.01)
Holder of NEOG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3193572 (value 30019575; 0.01% of shares outstanding; change 0.00)
Holder of NEOG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6902608 (value 64884512; 0.03% of shares outstanding; change 0.01)
Holder of NEOG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 5345553 (value 47949611; 0.02% of shares outstanding; change 0.01)
Holder of NEOG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2532593 (value 23806373; 0.01% of shares outstanding; change 0.42)
Holder of NEOG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 13262205 (value 123471134; 0.06% of shares outstanding; change 0.02)
Holder of NEOG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5136486 (value 45817455; 0.02% of shares outstanding; change -0.04)
Holder of NEOG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 13184335 (value 123932743; 0.06% of shares outstanding; change -0.01)
Holder of NEOG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5211729 (value 48990250; 0.02% of shares outstanding; change 0.01)
Holder of NEOG: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 7787502 (value 73202515; 0.04% of shares outstanding; change 1.11)
Holder of NEON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 134812 (value 230528; 0.01% of shares outstanding; change 0.00)
Holder of NEON: VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio
Shares held as of 2025-12-31: 105388 (value 180213; 0.01% of shares outstanding; change 1.00)
Holder of NEON: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 26356 (value 26883; 0.00% of shares outstanding; change 0.00)
Holder of NEON: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 122707 (value 125161; 0.01% of shares outstanding; change 0.00)
Holder of NEON: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 61449 (value 47659; 0.00% of shares outstanding; change 0.10)
Holder of NEON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 83190 (value 139759; 0.01% of shares outstanding; change 0.18)
Holder of NEON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 134812 (value 104560; 0.01% of shares outstanding; change 0.00)
Holder of NEON: VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio
Shares held as of 2026-03-31: 105388 (value 81738; 0.01% of shares outstanding; change 0.00)
Holder of NEON: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-03-31: 27125 (value 46383; 0.00% of shares outstanding; change 0.01)
Holder of NEON: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 32238 (value 54159; 0.00% of shares outstanding; change -0.01)
Holder of NEON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 267317 (value 457112; 0.02% of shares outstanding; change 0.02)
Holder of NEON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 82887 (value 84544; 0.00% of shares outstanding; change 0.00)
Holder of NEON: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 122375 (value 94914; 0.01% of shares outstanding; change 0.00)
Holder of NEON: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 26356 (value 20441; 0.00% of shares outstanding; change 0.00)
Holder of NEON: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-04-30: 27359 (value 27906; 0.00% of shares outstanding; change 0.01)
Holder of NEON: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 32450 (value 33098; 0.00% of shares outstanding; change 0.01)
Holder of NEON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 256875 (value 262012; 0.02% of shares outstanding; change -0.04)
Holder of NEON: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 118567 (value 120938; 0.01% of shares outstanding; change 0.00)
Holder of NEON: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 78520 (value 60900; 0.00% of shares outstanding; change -0.05)
Holder of NEON: iShares Trust-iShares Core S&P Total U.S. Stock Market ETF
Shares held as of 2026-05-31: 27417 (value 21264; 0.00% of shares outstanding; change 0.00)
Holder of NEON: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 32026 (value 24839; 0.00% of shares outstanding; change -0.01)
Holder of NEON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 259313 (value 201123; 0.02% of shares outstanding; change 0.01)
Holder of NEON: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 117343 (value 91011; 0.01% of shares outstanding; change -0.01)
Holder of NEOV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 312760 (value 609882; 0.01% of shares outstanding; change 0.00)
Holder of NEOV: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 12964 (value 25279; 0.00% of shares outstanding; change 0.00)
Holder of NEOV: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 3024 (value 5896; 0.00% of shares outstanding; change 0.01)
Holder of NEOV: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 5948 (value 11598; 0.00% of shares outstanding; change 0.00)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 175658 (value 344289; 0.01% of shares outstanding; change 0.12)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 21739 (value 42608; 0.00% of shares outstanding; change 0.00)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 49898 (value 97800; 0.00% of shares outstanding; change 0.18)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 54077 (value 105990; 0.00% of shares outstanding; change 0.00)
Holder of NEOV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 375417 (value 807146; 0.02% of shares outstanding; change 0.20)
Holder of NEOV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1263100 (value 2715665; 0.06% of shares outstanding; change 1.00)
Holder of NEOV: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 25063 (value 53885; 0.00% of shares outstanding; change 1.00)
Holder of NEOV: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 22341 (value 48033; 0.00% of shares outstanding; change 1.00)
Holder of NEOV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 82825 (value 162337; 0.00% of shares outstanding; change 0.05)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 175019 (value 414795; 0.01% of shares outstanding; change 0.00)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 26577 (value 62987; 0.00% of shares outstanding; change 0.22)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 49898 (value 118258; 0.00% of shares outstanding; change 0.00)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 54077 (value 128162; 0.00% of shares outstanding; change 0.00)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-04-30: 16578 (value 39289; 0.00% of shares outstanding; change 1.00)
Holder of NEOV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 83370 (value 197586; 0.00% of shares outstanding; change 0.01)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 173216 (value 372414; 0.01% of shares outstanding; change -0.01)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 26577 (value 57140; 0.00% of shares outstanding; change 0.00)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 49898 (value 107280; 0.00% of shares outstanding; change 0.00)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 54077 (value 116265; 0.00% of shares outstanding; change 0.00)
Holder of NEOV: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-05-31: 16578 (value 35642; 0.00% of shares outstanding; change 0.00)
Holder of NEOV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 82280 (value 176902; 0.00% of shares outstanding; change -0.01)
Holder of NEPH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 67742 (value 247935; 0.01% of shares outstanding; change -0.41)
Holder of NEPH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 129001 (value 472143; 0.02% of shares outstanding; change 0.00)
Holder of NEPH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 2333 (value 7605; 0.00% of shares outstanding; change 1.00)
Holder of NEPH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 2725 (value 8883; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Sustainability Core 1 PORT.
Shares held as of 2026-01-31: 3337 (value 10878; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-01-31: 2462 (value 8026; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 35211 (value 120421; 0.00% of shares outstanding; change 0.15)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3085 (value 10550; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 9528 (value 32585; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11571 (value 39572; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 67742 (value 246580; 0.01% of shares outstanding; change 0.00)
Holder of NEPH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 130901 (value 476479; 0.02% of shares outstanding; change 0.01)
Holder of NEPH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 2725 (value 9919; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Sustainability Core 1 PORT.
Shares held as of 2026-04-30: 3337 (value 12146; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-04-30: 2462 (value 8961; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 4811 (value 17512; 0.00% of shares outstanding; change 1.00)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 35083 (value 114370; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3085 (value 10057; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 9528 (value 31061; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11571 (value 37721; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 33707 (value 122693; 0.00% of shares outstanding; change -0.04)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3085 (value 11229; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9528 (value 34681; 0.00% of shares outstanding; change 0.00)
Holder of NEPH: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11571 (value 42118; 0.00% of shares outstanding; change 0.00)
Holder of NERV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 51013 (value 250473; 0.00% of shares outstanding; change 0.00)
Holder of NERV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 172045 (value 844740; 0.00% of shares outstanding; change 0.00)
Holder of NERV: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-01-31: 3236786 (value 14468432; 0.07% of shares outstanding; change 2.56)
Holder of NERV: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 2247590 (value 10046726; 0.05% of shares outstanding; change 1.93)
Holder of NERV: Federated Hermes Insurance Series-Federated Hermes Kaufmann Fund II
Shares held as of 2026-03-31: 88141 (value 356089; 0.00% of shares outstanding; change 2.32)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 64840 (value 321606; 0.00% of shares outstanding; change 2.76)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 27931 (value 138537; 0.00% of shares outstanding; change 2.09)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 65680 (value 325772; 0.00% of shares outstanding; change 8.75)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 81021 (value 401864; 0.00% of shares outstanding; change 3.08)
Holder of NERV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 485108 (value 1959836; 0.01% of shares outstanding; change 8.51)
Holder of NERV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1319143 (value 5329337; 0.03% of shares outstanding; change 6.67)
Holder of NERV: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 23025 (value 102921; 0.00% of shares outstanding; change 1.00)
Holder of NERV: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-04-30: 2812508 (value 11362532; 0.06% of shares outstanding; change -0.13)
Holder of NERV: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 1982975 (value 8011218; 0.04% of shares outstanding; change -0.12)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 144190 (value 644529; 0.00% of shares outstanding; change 1.22)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 27931 (value 124851; 0.00% of shares outstanding; change 0.00)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 65680 (value 293589; 0.00% of shares outstanding; change 0.00)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 81021 (value 362163; 0.00% of shares outstanding; change 0.00)
Holder of NERV: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 31000 (value 125239; 0.00% of shares outstanding; change 1.00)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 152543 (value 616273; 0.00% of shares outstanding; change 0.06)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 27931 (value 112841; 0.00% of shares outstanding; change 0.00)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 65680 (value 265347; 0.00% of shares outstanding; change 0.00)
Holder of NERV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 81021 (value 327324; 0.00% of shares outstanding; change 0.00)
Holder of NESN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 23903947 (value 1861400418; 0.01% of shares outstanding; change 0.02)
Holder of NESN.SW: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 16228414 (value 1296812622; 0.01% of shares outstanding; change -0.06)
Holder of NESN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 37004675 (value 2957043714; 0.01% of shares outstanding; change 0.01)
Holder of NESN.SW: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 10716321 (value 864485595; 0.00% of shares outstanding; change 0.62)
Holder of NESN.SW: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 9433683 (value 761015190; 0.00% of shares outstanding; change -0.05)
Holder of NESN.SW: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 10178887 (value 870803813; 0.00% of shares outstanding; change -0.06)
Holder of NESN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 9478583 (value 738097284; 0.00% of shares outstanding; change 0.01)
Holder of NESN.SW: Income Fund of America
Shares held as of 2026-03-31: 10291244 (value 822373345; 0.00% of shares outstanding; change -0.15)
Holder of NESN.SW: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 11631122 (value 968988745; 0.00% of shares outstanding; change -0.04)
Holder of NESN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 24902717 (value 2008902134; 0.01% of shares outstanding; change 0.04)
Holder of NESN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 9591666 (value 766470065; 0.00% of shares outstanding; change 0.01)
Holder of NESN.SW: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 16760571 (value 1352075231; 0.01% of shares outstanding; change 0.03)
Holder of NESN.SW: Income Fund of America
Shares held as of 2026-04-30: 9381551 (value 756809701; 0.00% of shares outstanding; change -0.09)
Holder of NESN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 37664652 (value 3038407407; 0.01% of shares outstanding; change 0.02)
Holder of NESN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 18378190 (value 1468601230; 0.01% of shares outstanding; change 0.01)
Holder of NESN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 9692555 (value 781898394; 0.00% of shares outstanding; change 0.01)
Holder of NESN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 18854321 (value 1520978040; 0.01% of shares outstanding; change 0.03)
Holder of NESN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 9199747 (value 742143573; 0.00% of shares outstanding; change 0.03)
Holder of NESN.SW: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 9235068 (value 744992918; 0.00% of shares outstanding; change 0.09)
Holder of NESR: Dodge & Cox Funds-Dodge & Cox Emerging Markets Stock Fund
Shares held as of 2025-12-31: 1849230 (value 45028751; 0.02% of shares outstanding; change -0.14)
Holder of NESR: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 448982 (value 10932711; 0.00% of shares outstanding; change 0.34)
Holder of NESR: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 1350599 (value 37303545; 0.01% of shares outstanding; change 1.00)
Holder of NESR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 596254 (value 14942124; 0.01% of shares outstanding; change 0.01)
Holder of NESR: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-02-28: 400702 (value 9757093; 0.00% of shares outstanding; change 0.00)
Holder of NESR: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 578486 (value 15977783; 0.01% of shares outstanding; change 5.95)
Holder of NESR: Dodge & Cox Funds-Dodge & Cox Emerging Markets Stock Fund
Shares held as of 2026-03-31: 1542730 (value 42610203; 0.02% of shares outstanding; change -0.17)
Holder of NESR: Fidelity Select Portfolios-Select Energy Portfolio
Shares held as of 2026-03-31: 6982491 (value 170023658; 0.07% of shares outstanding; change 0.10)
Holder of NESR: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 596582 (value 16477595; 0.01% of shares outstanding; change 5.07)
Holder of NESR: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 1221300 (value 33732307; 0.01% of shares outstanding; change 5.74)
Holder of NESR: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-03-31: 433940 (value 10566439; 0.00% of shares outstanding; change 0.69)
Holder of NESR: Variable Insurance Products Fund IV-VIP Energy Portfolio
Shares held as of 2026-03-31: 1231555 (value 29988364; 0.01% of shares outstanding; change 0.06)
Holder of NESR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1640077 (value 39935875; 0.02% of shares outstanding; change 0.10)
Holder of NESR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 515589 (value 12554592; 0.01% of shares outstanding; change 0.09)
Holder of NESR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 665266 (value 18374647; 0.01% of shares outstanding; change 0.12)
Holder of NESR: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 1363530 (value 37660699; 0.01% of shares outstanding; change 1.00)
Holder of NESR: Fidelity Select Portfolios-Select Energy Portfolio
Shares held as of 2026-04-30: 6826297 (value 171066999; 0.07% of shares outstanding; change -0.02)
Holder of NESR: Variable Insurance Products Fund IV-VIP Energy Portfolio
Shares held as of 2026-04-30: 1231555 (value 30862767; 0.01% of shares outstanding; change 0.00)
Holder of NESR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1585900 (value 39742653; 0.02% of shares outstanding; change -0.03)
Holder of NESR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 515150 (value 12909658; 0.01% of shares outstanding; change 0.00)
Holder of NESR: Fidelity Select Portfolios-Select Energy Portfolio
Shares held as of 2026-05-31: 5159991 (value 142518955; 0.05% of shares outstanding; change -0.24)
Holder of NESR: Variable Insurance Products Fund IV-VIP Energy Portfolio
Shares held as of 2026-05-31: 931055 (value 25715739; 0.01% of shares outstanding; change -0.24)
Holder of NESR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1610908 (value 44493280; 0.02% of shares outstanding; change 0.02)
Holder of NESR.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 23903947 (value 2065540147; 0.01% of shares outstanding; change 0.02)
Holder of NESR.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 16228414 (value 1402297313; 0.01% of shares outstanding; change -0.06)
Holder of NESR.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 37004675 (value 3197574102; 0.01% of shares outstanding; change 0.01)
Holder of NESR.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 10716321 (value 934570344; 0.00% of shares outstanding; change 0.62)
Holder of NESR.DE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 9433683 (value 822711485; 0.00% of shares outstanding; change -0.05)
Holder of NESR.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 10178887 (value 941038072; 0.00% of shares outstanding; change -0.06)
Holder of NESR.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 9478583 (value 819044391; 0.00% of shares outstanding; change 0.01)
Holder of NESR.DE: Income Fund of America
Shares held as of 2026-03-31: 10291244 (value 889266431; 0.00% of shares outstanding; change -0.15)
Holder of NESR.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 11631122 (value 1005045294; 0.00% of shares outstanding; change -0.04)
Holder of NESR.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 24902717 (value 2171765926; 0.01% of shares outstanding; change 0.04)
Holder of NESR.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 16760571 (value 1461689381; 0.01% of shares outstanding; change 0.03)
Holder of NESR.DE: Income Fund of America
Shares held as of 2026-04-30: 9381551 (value 818165054; 0.00% of shares outstanding; change -0.09)
Holder of NESR.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 37664652 (value 3284734266; 0.01% of shares outstanding; change 0.02)
Holder of NESR.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 18378190 (value 1588059465; 0.01% of shares outstanding; change 0.01)
Holder of NESR.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 9692555 (value 845287712; 0.00% of shares outstanding; change 0.01)
Holder of NESR.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 18854321 (value 1644285317; 0.01% of shares outstanding; change 0.03)
Holder of NESR.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 9199747 (value 802309927; 0.00% of shares outstanding; change 0.03)
Holder of NESR.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 9235068 (value 805390271; 0.00% of shares outstanding; change 0.09)
Holder of NET: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2025-12-31: 5479183 (value 1324976073; 0.02% of shares outstanding; change 0.26)
Holder of NET: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3397413 (value 821562436; 0.01% of shares outstanding; change 0.01)
Holder of NET: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 3464293 (value 837735358; 0.01% of shares outstanding; change -0.04)
Holder of NET: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9416483 (value 2277093988; 0.03% of shares outstanding; change 0.01)
Holder of NET: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2415060 (value 633107964; 0.01% of shares outstanding; change 0.03)
Holder of NET: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 3089901 (value 810017528; 0.01% of shares outstanding; change 0.10)
Holder of NET: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 3633722 (value 1008939263; 0.01% of shares outstanding; change -0.08)
Holder of NET: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 2428613 (value 607420398; 0.01% of shares outstanding; change 0.00)
Holder of NET: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 15156241 (value 3973208485; 0.05% of shares outstanding; change -0.12)
Holder of NET: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 5350785 (value 1475746437; 0.02% of shares outstanding; change 0.08)
Holder of NET: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3541852 (value 928496480; 0.01% of shares outstanding; change 0.04)
Holder of NET: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 3451598 (value 904836394; 0.01% of shares outstanding; change 0.00)
Holder of NET: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 2294738 (value 601565552; 0.01% of shares outstanding; change -0.08)
Holder of NET: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6515570 (value 1708056635; 0.02% of shares outstanding; change 0.00)
Holder of NET: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9582204 (value 2511974720; 0.03% of shares outstanding; change 0.02)
Holder of NET: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 3603033 (value 944535078; 0.01% of shares outstanding; change -0.01)
Holder of NET: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 5744708 (value 1505975167; 0.02% of shares outstanding; change 0.07)
Holder of NEU: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 211871 (value 163899171; 0.02% of shares outstanding; change -0.06)
Holder of NEU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 84006 (value 64985362; 0.01% of shares outstanding; change 0.01)
Holder of NEU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 102372 (value 79192933; 0.01% of shares outstanding; change -0.03)
Holder of NEU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 181322 (value 140267075; 0.02% of shares outstanding; change -0.04)
Holder of NEU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 251751 (value 194749542; 0.03% of shares outstanding; change 0.00)
Holder of NEU: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 151405 (value 126170331; 0.02% of shares outstanding; change 0.35)
Holder of NEU: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 190117 (value 148163884; 0.02% of shares outstanding; change -0.10)
Holder of NEU: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 76630 (value 59720059; 0.01% of shares outstanding; change 0.75)