NCNO · nCino, Inc. · Shareholders & Ownership

$21.60 +1.25 (+6.14%)

Russell 2000 member Rebalance outlook locked

Market Cap

$2.15B

105.74M

Volume · Oct 20 1.49M Avg daily vol (3M) 2.29M

Every disclosed holder of NCNO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns NCNO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	292	128,145,153	121.19%	Yes
Insiders (Forms 3, 4, 5)	17	8,604,548	8.14%	Yes
13D/G-only blocks	4	17,116,404	16.19%	Yes
Remaining	—	48,129,931	-45.52%	Negative
Registered funds (N-PORT, not summed)	262	41,631,412	39.37%	No

Shares outstanding: 105,736,174, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of NCNO

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,020,898	8.53%	+3,380,716	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,865,744	8.38%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,783,796	2.63%	—	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	930,374	0.88%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	505,607	0.48%	+39,189	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	201,000	0.19%	—	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,826,876	7.40%	+868,196	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,958,374	7.53%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	Senvest Management, LLC 13F CIK 1328785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,326,196	6.93%	+2,017,728	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Senvest Management, LLC 13G CIK 1328785 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	7,326,196	6.93%	+1,835,228	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
4	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,102,050	6.72%	+4,650,098	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,102,050	6.72%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	187,058	0.18%	—	Jun 30, 2026	AQR Funds, not summed
4.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	117,374	0.11%	—	Jun 30, 2026	AQR Funds, not summed
4.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	29,098	0.03%	-123,645	Jun 30, 2026	AQR Funds, not summed
4.5	AQR Global Fund Fund S000024170 · Registered fund · Jun 30, 2026 AQR Funds, not summed	21,211	0.02%	—	Jun 30, 2026	AQR Funds, not summed
5	WASATCH ADVISORS LP 13G CIK 814133 · Registered investment adviser · Dec 31, 2024 Rule 13d-1(b), qualified institution	6,177,783	5.84%	—	Dec 31, 2024	Rule 13d-1(b), qualified institution
6	Capital International Investors 13G CIK 1562230 · Investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	5,857,423	5.54%	—	Jun 30, 2025	Rule 13d-1(b), qualified institution
7	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,157,098	4.88%	+4,163,297	Jun 30, 2026	carried, not yet filed for the newest quarter
8	AMERICAN CAPITAL MANAGEMENT INC 13F CIK 1320168 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,107,539	4.83%	+2,732,143	Jun 30, 2026	carried, not yet filed for the newest quarter
9	HMI Capital Management, L.P. 13F CIK 1469026 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,990,713	4.72%	-1,787,315	Jun 30, 2026	carried, not yet filed for the newest quarter
10	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,710,565	4.46%	+3,044,243	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Dragoneer Investment Group, LLC 13G CIK 1602189 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	4,625,246	4.37%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
12	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,462,308	4.22%	-257,628	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Insight Holdings Group, LLC Insider CIK 1305473 · Dec 10, 2024 10% Owner, issuer-wide	4,053,379	3.83%	+1,836,839	Dec 10, 2024	10% Owner, issuer-wide
14	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,913,634	3.70%	+1,799,930	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Lead Edge Capital Management, LLC 13F CIK 1802797 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,662,570	3.46%	+1,975,090	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Long Path Partners LP 13F CIK 1905112 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,639,442	3.44%	-780,503	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,122,085	2.95%	-232,115	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,014,228	2.85%	+3,014,228	Jun 30, 2026	carried, not yet filed for the newest quarter
19	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,906,920	2.75%	+845,554	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	190,617	0.18%	+3,542	Jun 30, 2026	SPDR SERIES TRUST, not summed
19.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	40,800	0.04%	-2,500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
19.3	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	36,008	0.03%	-929	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
19.4	State Street(R) SPDR(R) FactSet Innovative Technology ETF Fund S000051577 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	25,630	0.02%	-183	Jun 30, 2026	SPDR SERIES TRUST, not summed
19.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	18,844	0.02%	+3,848	Jun 30, 2026	SPDR SERIES TRUST, not summed
20	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,709,930	2.56%	+791,409	Jun 30, 2026	carried, not yet filed for the newest quarter
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,700,449	2.55%	+351,643	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	874,460	0.83%	+434,006	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	529,738	0.50%	+138,281	Jul 31, 2026	Dimensional ETF Trust, not summed
21.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	516,664	0.49%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	248,535	0.24%	-124,341	Jul 31, 2026	Dimensional ETF Trust, not summed
21.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	47,913	0.05%	-132,237	Jul 31, 2026	Dimensional ETF Trust, not summed
22	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,625,726	2.48%	+9,429	May 31, 2026	VANGUARD WORLD FUND, not summed
23	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	2,540,529	2.40%	+1,372,400	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
24	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,521,806	2.39%	-2,618,850	Jun 30, 2026	carried, not yet filed for the newest quarter
25	ALGEBRIS (UK) LTD 13F CIK 1700286 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,414,440	2.28%	+335,054	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,259,130	2.14%	-119,781	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,120,465	2.01%	-603,889	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	912,040	0.86%	-469,410	Jun 30, 2026	Conestoga Funds, not summed
27.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	227,540	0.22%	-17,270	Jun 30, 2026	Conestoga Funds, not summed
27.3	CONESTOGA DISCOVERY FUND Fund S000074583 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	6,675	0.01%	—	Jun 30, 2026	Conestoga Funds, not summed
28	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,867,719	1.77%	-182,354	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	1,550,000	1.47%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,670,309	1.58%	+1,056,539	Jun 30, 2026	carried, not yet filed for the newest quarter
30	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,621,103	1.53%	+1,621,103	Jun 30, 2026	carried, not yet filed for the newest quarter
31	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,465,666	1.39%	-90,297	Jun 30, 2026	carried, not yet filed for the newest quarter
32	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,342,453	1.27%	+159,313	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	1,150,651	1.09%	+105,601	Jul 31, 2026	Franklin Strategic Series, not summed
33	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,297,087	1.23%	-32,746	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,275,574	1.21%	+1,153,591	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	701,134	0.66%	—	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
34.2	Multi-Manager Large Cap Growth Strategies Fund Fund S000091548 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	148,985	0.14%	—	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
34.3	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	126,866	0.12%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
34.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	202	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
35	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,265,637	1.20%	+957,343	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Desmond Sean Insider CIK 1815194 · Oct 9, 2026 Director, CEO & President, issuer-wide	1,231,080	1.16%	0	Oct 9, 2026	Director, CEO & President, issuer-wide
37	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,210,961	1.15%	+396,653	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Gotham Absolute Return Fund Fund S000038174 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	101,311	0.10%	—	Jun 30, 2026	FundVantage Trust, not summed
37.2	Gotham Enhanced Return Fund Fund S000040832 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	22,259	0.02%	—	Jun 30, 2026	FundVantage Trust, not summed
37.3	Gotham Neutral Fund Fund S000041944 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	15,602	0.01%	—	Jun 30, 2026	FundVantage Trust, not summed
38	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,190,067	1.13%	+385,944	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	99,690	0.09%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
38.2	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,572	0.01%	-525	May 31, 2026	Goldman Sachs ETF Trust, not summed
38.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	4,600	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
38.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,105	0.00%	-72	May 31, 2026	Goldman Sachs ETF Trust, not summed
38.5	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	264	0.00%	+16	May 31, 2026	Goldman Sachs ETF Trust, not summed
39	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,140,641	1.08%	-25,477	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	Naude Pierre Insider CIK 1455186 · Aug 4, 2026 Director, issuer-wide	1,116,707	1.06%	-4,677	Aug 4, 2026	Director, issuer-wide
41	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,101,641	1.04%	+1,101,641	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Tensile Capital Management LP 13F CIK 1598843 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,056,592	1.00%	+51,450	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,010,478	0.96%	+418,028	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	54,029	0.05%	—	Jun 30, 2026	Northern Funds, not summed
43.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,588	0.01%	-302	Jun 30, 2026	Northern Funds, not summed
43.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	158	0.00%	-4,308	Jul 31, 2026	FlexShares Trust, not summed
44	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	978,122	0.93%	+111,523	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Ranger Investment Management, L.P. 13F CIK 1319691 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	975,055	0.92%	-81,905	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Ranger Small Cap Fund Fund S000033849 · Registered fund · Jul 31, 2026 SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed	10,400	0.01%	-3,315	Jul 31, 2026	SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed
45.2	Ranger Micro Cap Fund Fund S000033850 · Registered fund · Jul 31, 2026 SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed	9,895	0.01%	0	Jul 31, 2026	SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed
46	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	948,733	0.90%	-476,921	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	82	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
47	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	862,440	0.82%	+262,742	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	502,201	0.48%	-11,078	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	261,157	0.25%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
47.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	63,858	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
47.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	50,173	0.05%	-12,017	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
48	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	848,813	0.80%	+48,508	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Virtus KAR Small-Cap Growth Fund Fund S000021170 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	833,486	0.79%	-1,075,685	Jun 30, 2026	Virtus Equity Trust, not summed
50	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	833,007	0.79%	+546,941	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	291,700	0.28%	+153,700	Jul 31, 2026	TIAA-CREF Funds, not summed
50.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	236,400	0.22%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
50.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	142,588	0.13%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
50.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	75,454	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
50.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	2,329	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed

28 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1902733 CUSIP 63947X101 13F (30d) 27 filings 27 filers Visit website Investor relations