CUSIP: 64128C106 | US | Financial Services · Asset Management | Micro Cap | 247 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 |
|---|---|---|---|---|---|
| 13G/AFirst Trust Portfolios L.P. | 5,034,824 | 19.4% | −269,462 | Sep 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 880,503 | $4.8M | 0.4% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 445,060 | $2.4M | 1.6% | Yield | Medium | New York, NY | 2026-10-29 | |
| 340,000 | $1.8M | 0.7% | Value | Medium | Portland, OR | 2026-10-29 | |
| 247,750 | $1.3M | 0.3% | Value | Very Low | Janesville, WI | 2026-10-20 | |
| 216,395 | $1.2M | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 182,421 | $988.7K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 78,392 | $424.9K | 0.1% | Yield | High | Arlington, VA | 2026-10-14 | |
| 63,400 | $343.6K | 0.3% | Core | Medium | Ponte Vedra Beach, FL | 2026-10-23 | |
| 48,202 | $261.3K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 44,838 | $243.0K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 43,800 | $237.4K | 0.2% | ETF | Very Low | Cedar Rapids, IA | 2026-10-30 | |
| 43,000 | $233.1K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 33,297 | $180.5K | 0.0% | Yield | High | Chicago, IL | 2026-11-05 | |
| 22,533 | $122.1K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 21,000 | $113.8K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 19,236 | $104.3K | 0.0% | ETF | Medium | Parsippany, NJ | 2026-10-07 | |
| 19,092 | $103.5K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 16,519 | $89.5K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 15,130 | $82.6K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 13,725 | $74 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 10,839 | $58.7K | 0.0% | Growth | Medium | Foster City, CA | 2026-10-13 | |
| 3,696 | $20.0K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 1,500 | $8.1K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 1,117 | $6.1K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 470 | $2.5K | 0.0% | Growth | Low | Newport, VT | 2026-10-15 | |
| 341 | $1.8K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 169 | $916 | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 |