CUSIP: 64031N108 | NYSE | Financial Services · Credit Services | Mid Cap | 636 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13D/ADunlap, Michael S. with Dunlap Holdings, LLC, Union Financial Services, Inc. | 13,387,235 | 37.8% | New 5%+ stake | Nov 10, 2025 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,851,041 | $227.8M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 1,172,478 | $144.3M | 3.5% | Core | Very Low | Lincoln, NE | 2026-10-22 | |
| 230,998 | $28.4M | 1.7% | Core | Low | New York, NY | 2026-11-02 | |
| 107,656 | $13.3M | 0.7% | Core | Low | Concord, NH | 2026-10-21 | |
| 88,377 | $10.9M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 64,841 | $8.0M | 2.2% | Value | Low | Omaha, NE | 2026-10-22 | |
| 53,067 | $6.5M | 3.3% | GARP | Medium | Peoria, IL | 2026-10-30 | |
| 24,826 | $3.1M | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 20,841 | $2.6M | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 17,203 | $2.1M | 0.2% | Deep Value | Medium | Tulsa, OK | 2026-10-30 | |
| 15,000 | $1.8M | 0.4% | ETF | Medium | Singapore, Turkey | 2026-10-29 | |
| 14,356 | $1.8M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 13,857 | $1.7M | 0.2% | Core | Low | Alpha, OH | 2026-10-22 | |
| 13,043 | $1.6M | 0.0% | Value | Medium | Boston, MA | 2026-11-05 | |
| 10,289 | $296.7K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 10,217 | $1.3M | 0.0% | Value | Medium | Charlotte, NC | 2026-10-13 | |
| 10,000 | $1.2M | 0.0% | Core | Low | Tulsa, OK | 2026-10-27 | |
| 7,934 | $999.4K | 0.0% | Growth | Low | Plymouth, MN | 2026-10-13 | |
| 5,429 | $668.2K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 5,144 | $633.1K | 0.0% | GARP | High | Meridian, ID | 2026-10-22 | |
| 4,350 | $535.4K | 0.0% | Growth | Low | Greenwich, CT | 2026-10-09 | |
| 4,223 | $519.8K | 0.4% | Value | Very Low | Tustin, CA | 2026-10-23 | |
| 3,743 | $460.7K | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 | |
| 2,102 | $258.7K | 0.0% | Growth | Medium | Carouge, Switzerland | 2026-11-03 | |
| 1,878 | $231.1K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 | |
| 1,852 | $227.9K | 0.0% | Core | N/A | Grevenmacher, Netherlands | 2026-10-22 | |
| 1,272 | $156.6K | 0.0% | Core | Low | Lincoln, NE | 2026-11-02 | |
| 960 | $118.2K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 747 | $92 | 0.0% | Core | Medium | Brussels, Czech Republic | 2026-10-22 | |
| 646 | $79.5K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 | |
| 633 | $77.9K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 | |
| 413 | $51 | 0.0% | Value | High | Chicago, IL | 2026-10-22 | |
| 375 | $46.2K | 0.0% | Agg Growth | Medium | Boca Raton, FL | 2026-10-15 | |
| 340 | $41.8K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 327 | $40.2K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 302 | $37.2K | 0.0% | ETF | Very Low | London, United Kingdom | 2026-10-27 | |
| 293 | $36.1K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 250 | $30.8K | 0.0% | Core | Very Low | Beatrice, NE | 2026-10-21 | |
| 227 | $27.9K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 204 | $25.1K | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 174 | $21 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 172 | $21.2K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 163 | $20.1K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 107 | $13.2K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 99 | $12.2K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 68 | $8.4K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 43 | $5.3K | 0.0% | ETF | Medium | San Diego, CA | 2026-10-29 | |
| 36 | $4.4K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 33 | $4.1K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 28 | $3.4K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 27 | $3.3K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 24 | $3.0K | 0.0% | ETF | Low | Princeton, NJ | 2026-10-19 | |
| 24 | $3.0K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 23 | $2.8K | 0.0% | Core | Low | Manchester, VT | 2026-10-22 | |
| 21 | $2.6K | 0.0% | ETF | Low | San Diego, CA | 2026-10-28 | |
| 20 | $2.5K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 20 | $2.5K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 19 | $2.3K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 18 | $2.2K | 0.0% | ETF | Low | New York, NY | 2026-10-28 | |
| 16 | $2.0K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 12 | $1.5K | 0.0% | ETF | Very Low | Orinda, CA | 2026-10-29 | |
| 11 | $1.4K | 0.0% | ETF | Very Low | Minneapolis, MN | 2026-10-09 | |
| 8 | $949 | 0.0% | Core | Low | Keene, NH | 2026-10-27 | |
| 7 | $862 | 0.0% | ETF | Medium | Hunt Valley, MD | 2026-11-03 | |
| 6 | $739 | 0.0% | ETF | Low | Beaver, PA | 2026-10-16 | |
| 4 | $492 | 0.0% | ETF | Very Low | Gap, PA | 2026-11-04 | |
| 4 | $448 | 0.0% | GARP | Very High | Reno, NV | 2026-10-09 | |
| 2 | $247 | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 | |
| 2 | $248 | 0.0% | ETF | Very Low | Mesa, AZ | 2026-10-27 | |
| 1 | $124 | 0.0% | ETF | Very Low | Boston, MA | 2026-10-26 |