CUSIP: 67074C103 | US | Financial Services · Asset Management | Small Cap | 328 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/AMorgan Stanley with Morgan Stanley Smith Barney LLC | 2,342,991 | 8.0% | New 5%+ stake | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,034,053 | $14.9M | 5.1% | GARP | Very Low | Columbia, MO | 2026-10-20 | |
| 120,240 | $1.7M | 0.1% | Growth | Low | Minneapolis, MN | 2026-11-05 | |
| 71,896 | $1.0M | 0.3% | ETF | Low | Denver, CO | 2026-10-13 | |
| 66,242 | $946.6K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 46,205 | $660.3K | 0.3% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 40,104 | $573.1K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 39,394 | $563.0K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 38,320 | $548 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 34,333 | $490.6K | 0.0% | ETF | Low | Franklin, TN | 2026-10-22 | |
| 30,144 | $430.8K | 0.2% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 26,854 | $383.8K | 0.0% | ETF | Low | Santa Monica, CA | 2026-10-29 | |
| 25,630 | $366.3K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 21,573 | $308.3K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 20,168 | $288.2K | 0.2% | ETF | N/A | Walnut Creek, CA | 2026-10-14 | |
| 18,002 | $257.2K | 0.0% | ETF | Low | Newburgh, NY | 2026-10-30 | |
| 14,512 | $207.4K | 0.1% | Core | Low | Chicago, IL | 2026-10-29 | |
| 11,055 | $158.0K | 0.1% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 10,850 | $155.0K | 0.0% | Core | Very Low | Metairie, LA | 2026-10-27 | |
| 4,787 | $68.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 4,718 | $67.4K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 1,000 | $14 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 292 | $4.2K | 0.0% | Growth | Low | Venice, FL | 2026-10-30 | |
| 198 | $2.8K | 0.0% | Core | Very Low | Danville, KY | 2026-10-15 | |
| 120 | $1.7K | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 |