CUSIP: 647551100 | NYSE | Financial Services · Asset Management | Small Cap | 699 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/AKlinsky Steven B with Steven B. Klinsky 2024 Revocable Trust (2024 Trust 1), Steven B. Klinsky 2024 Revocable Trust (2024 Trust 2), Steven B. Klinsky 2008 Long Term Trust, +3 more | 12,330,154 | 12.5% | +1,175,273 | Mar 10, 2026 | 3906d ahead of 13F (3,421,575 sh) · +8,908,579 |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 878,605 | $6.1M | 2.0% | Yield | Very Low | New York, NY | 2026-10-22 | |
| 688,578 | $4.8M | 0.0% | Index | Very Low | Chiyoda-Ku, Tokyo, Mexico | 2026-10-29 | |
| 389,692 | $2.7M | 0.1% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 387,410 | $2.7M | 1.8% | Yield | Medium | New York, NY | 2026-10-29 | |
| 290,807 | $2.0M | 0.7% | Core | Low | Brentwood, TN | 2026-10-20 | |
| 283,303 | $2.0M | 0.0% | Value | Medium | St. Louis, MO | 2026-10-01 | |
| 147,836 | $1.0M | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 93,868 | $650 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 49,728 | $344 | 0.0% | Core | Medium | Kobenhavn, Greece | 2026-10-22 | |
| 48,784 | $337.6K | 0.0% | Value | High | Cheyenne, WY | 2026-10-28 | |
| 46,433 | $321.3K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 45,600 | $315.6K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 41,800 | $289.3K | 0.0% | Core | Low | Radnor, PA | 2026-11-05 | |
| 33,511 | $231.9K | 0.0% | Core | Medium | Toronto Ontario, Australia | 2026-11-02 | |
| 30,992 | $214.5K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 29,135 | $201.6K | 0.0% | Core | N/A | Colorado Springs, CO | 2026-10-21 | |
| 25,251 | $181.1K | 0.0% | Core | Low | Prague, Bahrain | 2026-10-15 | |
| 25,169 | $174.2K | 0.7% | Yield | Medium | Fort Worth, TX | 2026-10-29 | |
| 25,169 | $174.2K | 0.0% | ETF | Very Low | San Juan, PR | 2026-11-02 | |
| 24,400 | $169.2K | 0.0% | Agg Growth | Very High | Chicago, IL | 2026-10-09 | |
| 21,121 | $148.5K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 20,141 | $139.4K | 0.0% | ETF | Medium | Auburn, NY | 2026-10-20 | |
| 19,481 | $134.8K | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 | |
| 17,525 | $118.1K | 0.0% | ETF | Very Low | West Hartford, CT | 2026-10-08 | |
| 17,500 | $121.1K | 0.0% | Growth | Very Low | Louisville, KY | 2026-10-28 | |
| 17,367 | $120.2K | 0.1% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 16,375 | $114.3K | 0.0% | GARP | Low | Houston, TX | 2026-10-14 | |
| 15,235 | $109.0K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 14,330 | $99.2K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 | |
| 13,858 | $95.9K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 10,000 | $69.2K | 0.0% | Yield | Low | Beaufort, SC | 2026-10-23 | |
| 9,165 | $63.4K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 | |
| 6,000 | $41.5K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 5,193 | $5.7M | 0.1% | Growth | Medium | Geneva 1, Switzerland | 2026-11-04 | |
| 3,950 | $27 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 3,238 | $22.4K | 0.0% | Core | Very High | New York, NY | 2026-11-05 | |
| 1,039 | $7.2K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 1,000 | $6.9K | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 500 | $3.5K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 422 | $2.9K | 0.0% | Value | Very Low | Litchfield, IL | 2026-10-07 | |
| 308 | $2.1K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 300 | $2.1K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 293 | $2.0K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 200 | $1.4K | 0.0% | Growth | Low | Newport, VT | 2026-10-15 | |
| 104 | $720 | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 63 | $436 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 5 | $35 | 0.0% | Core | Medium | New York, NY | 2026-11-04 |