CUSIP: 67066Y105 | US | Financial Services · Asset Management | Small Cap | 444 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 575,568 | $5.9M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 565,870 | $5.8M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 493,787 | $5.1M | 0.7% | Core | Low | San Clemente, CA | 2026-10-14 | |
| 242,401 | $2.5M | 1.6% | Yield | Very Low | Stockton, CA | 2026-10-09 | |
| 185,940 | $1.9M | 0.3% | ETF | Low | Wildwood, MO | 2026-10-14 | |
| 139,262 | $1.4M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 117,152 | $1.4M | 0.0% | Index | Low | Folsom, CA | 2026-11-06 | |
| 102,462 | $1.1K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 98,703 | $1.0M | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 96,309 | $987.2K | 0.8% | ETF | N/A | Walnut Creek, CA | 2026-10-14 | |
| 88,328 | $905.4K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 78,401 | $803.6K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 72,906 | $747 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 66,396 | $680.6K | 0.3% | Yield | Medium | Las Vegas, NV | 2026-11-05 | |
| 65,188 | $668.2K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 60,882 | $624.0K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 59,626 | $611.2K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 55,942 | $573.4K | 0.1% | Growth | High | Beaverton, OR | 2026-10-19 | |
| 47,975 | $491.7K | 0.3% | ETF | Medium | Santa Barbara, CA | 2026-11-02 | |
| 47,385 | $485.7K | 0.3% | Core | Low | Calabasas, CA | 2026-10-22 | |
| 47,016 | $481.9K | 0.0% | ETF | Low | Overland Park, KS | 2026-10-20 | |
| 46,000 | $471.5K | 0.0% | Core | Very Low | Los Angeles, CA | 2026-10-28 | |
| 44,445 | $455.6K | 0.3% | Core | Low | Torrance, CA | 2026-10-27 | |
| 41,956 | $430.0K | 0.0% | ETF | Low | Alpharetta, GA | 2026-11-06 | |
| 41,921 | $429.7K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 41,600 | $427.2K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 40,316 | $413.2K | 0.2% | Yield | Low | Westborough, MA | 2026-11-06 | |
| 37,584 | $385.2K | 0.1% | ETF | Medium | Long Beach, CA | 2026-10-13 | |
| 35,860 | $367.6K | 0.0% | ETF | Low | Santa Monica, CA | 2026-10-29 | |
| 33,546 | $343.9K | 0.0% | Growth | Medium | Irvine, CA | 2026-10-07 | |
| 32,739 | $335.6K | 0.0% | Core | Low | Plano, TX | 2026-11-06 | |
| 29,782 | $305.3K | 0.0% | Core | Low | North Little Rock, AR | 2026-10-23 | |
| 29,699 | $304.4K | 0.1% | Growth | Low | Santa Rosa, CA | 2026-11-02 | |
| 28,880 | $296.0K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 27,962 | $286.6K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 27,856 | $285.5K | 0.1% | ETF | Medium | San Francisco, CA | 2026-10-13 | |
| 25,025 | $256.5K | 0.0% | ETF | Very Low | Fullerton, CA | 2026-10-09 | |
| 24,347 | $249.6K | 0.0% | Core | Low | Palm Beach, FL | 2026-11-03 | |
| 23,033 | $236.1K | 0.0% | ETF | N/A | Dallas, TX | 2026-10-27 | |
| 21,541 | $220.8K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 21,075 | $212.0K | 0.0% | Growth | Medium | Walnut Creek, CA | 2026-10-09 | |
| 21,000 | $216.7K | 0.0% | Growth | Low | New York, NY | 2026-10-28 | |
| 17,046 | $174.7K | 0.0% | Core | Low | Chicago, IL | 2026-11-05 | |
| 15,271 | $156.5K | 0.0% | Growth | Medium | Clearwater, FL | 2026-10-26 | |
| 15,168 | $155.5K | 0.0% | Growth | Low | San Francisco, CA | 2026-10-22 | |
| 13,891 | $142.4K | 0.1% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 12,418 | $124.2K | 0.0% | ETF | Low | Carlsbad, CA | 2026-10-20 | |
| 11,901 | $122.0K | 0.1% | ETF | Medium | Canton, CT | 2026-10-16 | |
| 11,855 | $121.5K | 0.0% | Core | Low | Carlsbad, CA | 2026-10-21 | |
| 11,500 | $117.9K | 0.0% | ETF | Low | Sonoma, CA | 2026-10-13 | |
| 10,790 | $110.6K | 0.0% | ETF | Low | El Segundo, CA | 2026-10-23 | |
| 10,400 | $106.6K | 0.4% | Growth | Low | Sacramento, CA | 2026-11-03 | |
| 10,375 | $104.4K | 0.0% | ETF | Low | Palm Desert, CA | 2026-10-21 | |
| 10,000 | $102.5K | 0.1% | Core | Low | Los Angeles, CA | 2026-10-23 | |
| 10,000 | $102.5K | 0.0% | GARP | Low | Houston, TX | 2026-10-14 | |
| 4,923 | $50.5K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 2,670 | $27.4K | 0.0% | ETF | Medium | Sparks, NV | 2026-11-06 | |
| 2,000 | $20 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 1,500 | $15.4K | 0.0% | Growth | Low | Carslbad, CA | 2026-10-15 | |
| 1,330 | $13.6K | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 | |
| 960 | $9.8K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 540 | $5.5K | 0.0% | Core | Low | Irvine, CA | 2026-10-30 | |
| 492 | $5.0K | 0.0% | ETF | N/A | Grass Valley, CA | 2026-10-19 | |
| 442 | $4.5K | 0.0% | ETF | Very Low | Southfield, MI | 2026-11-04 | |
| 250 | $2.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |