CUSIP: 67072T108 | US | Financial Services · Asset Management | Small Cap | 582 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 3,633,513 | $27.0M | 7.1% | Value | Low | Saratoga Springs, NY | 2026-10-13 | |
| 1,695,275 | $12.6M | 0.6% | Core | Medium | St. Petersburg, FL | 2026-10-16 | |
| 380,762 | $2.8M | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 361,998 | $2.7M | 1.8% | Yield | Medium | New York, NY | 2026-10-29 | |
| 269,128 | $2.0M | 0.1% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 250,000 | $1.9M | 0.7% | Value | Medium | Portland, OR | 2026-10-29 | |
| 229,026 | $1.7M | 0.0% | ETF | Medium | Birmingham, AL | 2026-11-03 | |
| 215,442 | $1.6M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 209,198 | $1.6M | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 195,640 | $1.5M | 0.3% | Value | Medium | Houston, TX | 2026-10-26 | |
| 183,255 | $1.4M | 0.1% | Core | Low | Naples, FL | 2026-10-29 | |
| 176,656 | $1.3K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 135,617 | $1.0M | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 122,273 | $910 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 121,958 | $907.4K | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 | |
| 108,343 | $806 | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 104,233 | $775.5K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 75,743 | $563.5K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 71,073 | $528.8K | 0.4% | Core | N/A | West Chester, OH | 2026-10-13 | |
| 69,608 | $517.9K | 0.2% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 68,421 | $509.1K | 0.0% | Core | Very Low | Bethesda, MD | 2026-11-03 | |
| 64,390 | $479.1K | 0.2% | Growth | Medium | Schaumburg, IL | 2026-10-14 | |
| 60,367 | $449.1K | 0.1% | ETF | Low | Denver, CO | 2026-10-13 | |
| 60,030 | $446.6K | 0.2% | N/A | N/A | Leawood, KS | 2026-11-05 | |
| 52,431 | $390.1K | 0.0% | ETF | Very Low | Wellesley, MA | 2026-10-19 | |
| 51,768 | $385.2K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 49,635 | $369.3K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 46,186 | $343.6K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 45,808 | $341.0K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 45,664 | $339.7K | 0.2% | ETF | Very Low | Port Charlotte, FL | 2026-10-27 | |
| 43,050 | $320.3K | 0.0% | Core | Medium | Hartford, CT | 2026-10-27 | |
| 41,987 | $312.4K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 40,838 | $303.8K | 0.0% | ETF | Low | Decatur, IL | 2026-10-29 | |
| 40,571 | $301.8K | 0.2% | Value | Low | Appleton, WI | 2026-10-28 | |
| 40,349 | $300.2K | 0.0% | ETF | Very Low | Los Angeles, CA | 2026-10-06 | |
| 39,609 | $296.1K | 0.1% | Yield | High | Arlington, VA | 2026-10-14 | |
| 38,630 | $287.4K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 35,659 | $265.3K | 0.1% | ETF | Very Low | Houston, TX | 2026-10-13 | |
| 34,500 | $256.7K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 30,339 | $225.7K | 0.2% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 30,249 | $225.1K | 0.2% | ETF | Low | Exeter, NH | 2026-10-15 | |
| 26,981 | $198.6K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 26,010 | $193.5K | 0.0% | Core | Low | Winston-Salem, NC | 2026-10-16 | |
| 24,000 | $178.6K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 23,924 | $178.0K | 0.0% | ETF | Medium | Mclean, VA | 2026-10-13 | |
| 21,685 | $161.3K | 0.0% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 21,612 | $160.8K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 21,475 | $160.1K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 21,002 | $151.8K | 0.0% | ETF | Very Low | Lake Success, NY | 2026-10-09 | |
| 20,736 | $154.3K | 0.1% | ETF | Very Low | St. Cloud, MN | 2026-10-22 | |
| 20,000 | $148.8K | 0.0% | ETF | Low | Miami, FL | 2026-10-08 | |
| 19,440 | $144.6K | 0.1% | Growth | High | Naples, FL | 2026-10-22 | |
| 17,538 | $130.5K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 17,535 | $130.5K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 17,467 | $127 | 0.0% | ETF | High | Portland, OR | 2026-11-03 | |
| 16,534 | $123.0K | 0.1% | Yield | Medium | Grand Rapids, MI | 2026-11-05 | |
| 16,447 | $122.4K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 15,926 | $118.5K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 14,768 | $110 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 14,767 | $109.9K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 13,087 | $97.4K | 0.0% | ETF | Low | Frisco, TX | 2026-11-02 | |
| 13,070 | $97.2K | 0.0% | Core | Low | Dallas, TX | 2026-10-21 | |
| 12,375 | $92.1K | 0.0% | GARP | Low | El Segundo, CA | 2026-10-15 | |
| 11,741 | $87.4K | 0.0% | Core | Low | Wichita, KS | 2026-10-14 | |
| 11,411 | $81.5K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 11,130 | $82.8K | 0.0% | Core | Very Low | Princeton, NJ | 2026-10-28 | |
| 10,788 | $80.3K | 0.0% | Core | Low | San Antonio, TX | 2026-10-09 | |
| 10,646 | $79.2K | 0.0% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 10,130 | $75.4K | 0.0% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 7,020 | $52.2K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 3,641 | $27.1K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 2,950 | $22.0K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 2,866 | $21.3K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 2,376 | $17.7K | 0.0% | Core | Low | Tulsa, OK | 2026-10-27 | |
| 2,000 | $14.9K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 1,900 | $14.1K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 1,615 | $12.0K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 | |
| 1,451 | $10.8K | 0.0% | ETF | Low | Providence, RI | 2026-10-22 | |
| 1,200 | $8 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 800 | $6.0K | 0.0% | Growth | Medium | Indianapolis, IN | 2026-10-14 | |
| 550 | $4.1K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 500 | $3.7K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 159 | $1.2K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 0 | $2 | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 |