CUSIP: 670682103 | US | Financial Services · Asset Management | Small Cap | 532 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 2,345,860 | $21.0M | 0.6% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 1,048,402 | $9.4M | 0.2% | Index | Low | Tampa, FL | 2026-11-05 | |
| 976,404 | $8.7M | 3.4% | ETF | Medium | Auburn Hills, MI | 2026-10-16 | |
| 341,226 | $3.1M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 245,044 | $2.2M | 0.3% | Core | Very Low | Locust Valley, NY | 2026-11-02 | |
| 197,134 | $1.8M | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 177,644 | $1.6M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 156,943 | $1.4M | 0.3% | ETF | Very Low | Naples, FL | 2026-10-26 | |
| 151,931 | $1.4M | 0.2% | ETF | Low | Berwyn, PA | 2026-10-21 | |
| 139,027 | $1.2M | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 129,079 | $1.2M | 0.3% | Value | Medium | Englewood, CO | 2026-11-05 | |
| 124,386 | $1.1K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 111,971 | $1.0M | 0.1% | ETF | Low | Paramus, NJ | 2026-10-09 | |
| 103,272 | $925.3K | 0.0% | Core | Low | Sylvania, OH | 2026-10-07 | |
| 101,622 | $910.5K | 0.5% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 83,231 | $745.7K | 0.0% | ETF | Low | Detroit, MI | 2026-10-13 | |
| 77,231 | $691.2K | 0.1% | ETF | Low | Upper Arlington, OH | 2026-10-14 | |
| 72,603 | $650.5K | 0.3% | ETF | High | Orinda, CA | 2026-10-26 | |
| 69,703 | $624.5K | 0.1% | Growth | Medium | Troy, MI | 2026-10-19 | |
| 68,857 | $617.0K | 0.5% | Growth | Low | Worthington, OH | 2026-10-13 | |
| 67,000 | $600.3K | 0.1% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 64,779 | $580.4K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 50,487 | $452.4K | 0.3% | ETF | Low | Thousand Oaks, CA | 2026-10-14 | |
| 49,888 | $447.0K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 48,670 | $436.1K | 0.0% | ETF | Low | West Chester, PA | 2026-10-21 | |
| 44,636 | $399.9K | 0.2% | Growth | Low | Santa Rosa, CA | 2026-11-02 | |
| 44,019 | $394.4K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 43,829 | $392.7K | 0.1% | ETF | N/A | Paoli, PA | 2026-10-23 | |
| 42,825 | $383.7K | 0.0% | ETF | Medium | Omaha, NE | 2026-10-13 | |
| 39,956 | $358.0K | 0.0% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 39,137 | $350.7K | 0.3% | ETF | Very Low | Johnstown, PA | 2026-10-21 | |
| 38,832 | $347.9K | 0.1% | ETF | Medium | Campbell, CA | 2026-10-09 | |
| 38,418 | $344.2K | 0.0% | ETF | Low | Minneapolis, MN | 2026-10-14 | |
| 37,928 | $339.8K | 0.0% | Growth | Low | Malvern, PA | 2026-10-29 | |
| 37,898 | $339.6K | 0.1% | Growth | Low | Boston, MA | 2026-10-23 | |
| 37,575 | $355.6K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 34,637 | $310.4K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 32,789 | $293.8K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 31,182 | $281.4K | 0.0% | ETF | Low | Montclair, NJ | 2026-10-22 | |
| 31,122 | $278.9K | 0.1% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 29,389 | $263.3K | 0.1% | Growth | Medium | San Antonio, TX | 2026-10-19 | |
| 28,971 | $259.6K | 0.0% | Core | Low | Naples, FL | 2026-10-29 | |
| 28,334 | $253.9K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 28,300 | $253.6K | 0.0% | Core | Medium | Scottsdale, AZ | 2026-11-03 | |
| 27,400 | $245.5K | 0.1% | ETF | Very Low | York, PA | 2026-11-03 | |
| 26,129 | $234.1K | 0.1% | ETF | Low | Plainsboro, NJ | 2026-10-13 | |
| 24,563 | $220.1K | 0.0% | ETF | Very Low | Parsippany, NJ | 2026-10-13 | |
| 23,536 | $210.9K | 0.0% | Core | Low | Hurst, TX | 2026-10-26 | |
| 23,026 | $206.3K | 0.0% | ETF | Low | Bethesda, MD | 2026-10-29 | |
| 22,900 | $205.2K | 0.0% | Growth | Low | St. Louis, MO | 2026-10-27 | |
| 22,384 | $201.7K | 0.0% | Growth | Low | St. Louis, MO | 2026-10-13 | |
| 19,700 | $179.9K | 0.0% | Core | Very Low | Lakeland, FL | 2026-10-22 | |
| 18,291 | $161.5K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 17,983 | $161.1K | 0.0% | ETF | Low | Overland Park, KS | 2026-10-19 | |
| 17,958 | $160.9K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 17,608 | $157.8K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 16,139 | $144.6K | 0.0% | ETF | Medium | Shenandoah, TX | 2026-10-28 | |
| 16,009 | $143.4K | 0.0% | Core | Low | New York, NY | 2026-10-20 | |
| 15,833 | $141.9K | 0.0% | ETF | Low | Phoenix, AZ | 2026-10-13 | |
| 15,508 | $139.0K | 0.1% | Growth | Low | University Park, FL | 2026-10-09 | |
| 15,000 | $134.4K | 0.0% | Core | Very Low | Sanibel, FL | 2026-11-05 | |
| 15,000 | $136.7K | 0.0% | Growth | Medium | Sandy, UT | 2026-10-20 | |
| 15,000 | $136.7K | 0.0% | Growth | Low | Sandy, UT | 2026-10-20 | |
| 14,845 | $133.0K | 0.0% | Growth | Low | Red Bank, NJ | 2026-10-23 | |
| 14,400 | $129.0K | 0.0% | Growth | Medium | St Francisville, LA | 2026-10-23 | |
| 14,038 | $125.8K | 0.1% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 13,924 | $124.8K | 0.1% | ETF | Medium | Montville, NJ | 2026-10-08 | |
| 13,211 | $118.4K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 12,530 | $112 | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 12,462 | $111.7K | 0.1% | Core | Very Low | Springfield, MO | 2026-10-13 | |
| 12,419 | $111.3K | 0.1% | ETF | High | Brookfield, WI | 2026-10-20 | |
| 12,280 | $110.0K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 12,016 | $107.7K | 0.1% | ETF | High | New York, NY | 2026-10-13 | |
| 11,839 | $106.1K | 0.1% | ETF | Low | Exeter, NH | 2026-10-15 | |
| 11,265 | $100.9K | 0.0% | Growth | Medium | Clearwater, FL | 2026-10-26 | |
| 11,263 | $100.9K | 0.0% | ETF | Low | Manhattan Beach, CA | 2026-10-21 | |
| 11,194 | $100.3K | 0.0% | Value | Medium | Fairfield, NJ | 2026-10-19 | |
| 11,000 | $98.6K | 0.0% | Core | Very Low | Madison, CT | 2026-11-02 | |
| 10,957 | $98.2K | 0.0% | ETF | Medium | Maplewood, NJ | 2026-10-16 | |
| 10,063 | $90.2K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 10,041 | $90.0K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 7,706 | $69.0K | 0.0% | Growth | Low | Wellesley, MA | 2026-10-22 | |
| 5,879 | $53 | 0.0% | GARP | Low | Chambersburg, PA | 2026-10-14 | |
| 5,354 | $48.0K | 0.0% | ETF | Very Low | Red Bank, NJ | 2026-10-30 | |
| 4,444 | $39.8K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 3,342 | $29.9K | 0.0% | Core | Low | Feasterville, PA | 2026-10-30 | |
| 2,868 | $25.7K | 0.0% | ETF | Low | West Chester, PA | 2026-11-02 | |
| 2,532 | $22.7K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 2,494 | $22.3K | 0.0% | Growth | Low | Princeton, NJ | 2026-10-21 | |
| 2,410 | $21.6K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 2,262 | $20.3K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 | |
| 2,173 | $19.5K | 0.0% | ETF | Very Low | Gap, PA | 2026-11-04 | |
| 2,000 | $17.9K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 1,812 | $15.9K | 0.0% | Deep Value | Medium | Saint Louis, MO | 2026-10-15 | |
| 1,587 | $14.2K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 1,173 | $10.5K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 1,000 | $9.0K | 0.0% | Growth | Very Low | Holland, OH | 2026-10-16 | |
| 1,000 | $9.0K | 0.0% | Core | Low | Manchester, VT | 2026-10-22 | |
| 762 | $6.8K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 |