NHC · National Healthcare Corp · Shareholders & Ownership

$236.01 -7.06 (-2.90%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.70B

15.66M

Volume · Oct 23 192.99K Avg daily vol (3M) 109.17K

Every disclosed holder of NHC 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 NHC

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	261	10,249,384	65.44%	Yes
Insiders (Forms 3, 4, 5)	16	2,788,615	17.81%	Yes
13D/G-only blocks	1	795,771	5.08%	Yes
Remaining	—	1,827,625	11.67%	Rest
Registered funds (N-PORT, not summed)	271	6,084,037	38.85%	No

Shares outstanding: 15,661,395, the issuer's latest cover-page count restated onto today's split basis.

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 NHC

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	1,975,785	12.62%	+80,535	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	752,952	4.81%	+7,948	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	333,531	2.13%	+22,661	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	112,293	0.72%	+5,287	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	84,945	0.54%	-23,743	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	36,114	0.23%	—	Jun 30, 2026	iShares Trust, not summed
2	NATIONAL HEALTH CORP Insider CIK 719730 · Dec 31, 2024 Insider, issuer-wide	1,030,887	6.58%	-25,729	Dec 31, 2024	Insider, issuer-wide
3	Morgan Stanley Institutional Investment Advisors LLC 13F CIK 2026079 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,028,534	6.57%	-10,270	Jun 30, 2026	carried, not yet filed for the newest quarter
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	929,692	5.94%	-17,285	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	193,388	1.23%	-10,267	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	128,627	0.82%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	93,924	0.60%	-108	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	92,566	0.59%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	74,683	0.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	809,224	5.17%	+19,803	Jun 30, 2026	carried, not yet filed for the newest quarter
6	First Trust Portfolios L.P. 13G CIK 1184765 · Unknown · Jun 30, 2026 Rule 13d-1(b), qualified institution	795,771	5.08%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution
7	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	730,573	4.66%	+200,271	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	50,173	0.32%	+12,253	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
7.2	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	41,524	0.27%	+5,022	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
7.3	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	20,636	0.13%	-1,101	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
7.4	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	5,787	0.04%	+1,094	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
7.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,763	0.02%	+357	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
8	ADAMS W ANDREW Insider CIK 1012853 · May 2, 2025 Director, issuer-wide	704,908	4.50%	+7,500	May 2, 2025	Director, issuer-wide
9	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	636,492	4.06%	+143,735	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	552,136	3.53%	+2,588	Jun 30, 2026	carried, not yet filed for the newest quarter
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	526,732	3.36%	+35,157	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	115,008	0.73%	+2,900	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	71,880	0.46%	+6,364	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	11,794	0.08%	+3,541	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,441	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	3,397	0.02%	-5,545	Jun 30, 2026	SPDR SERIES TRUST, not summed
12	ADAMS ROBERT G Insider CIK 1012855 · Jun 8, 2026 Director, issuer-wide	443,920	2.83%	0	Jun 8, 2026	Director, issuer-wide
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	396,172	2.53%	-1,686	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	380,934	2.43%	+57,667	Jun 30, 2026	carried, not yet filed for the newest quarter
15	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	299,717	1.91%	-35,800	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	286,336	1.83%	+3	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	LAROCHE RICHARD F JR Insider CIK 1012859 · May 21, 2026 Director, issuer-wide	205,760	1.31%	-7,500	May 21, 2026	Director, issuer-wide
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	181,535	1.16%	-1,002	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	175,290	1.12%	+25,094	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	111,575	0.71%	+22,669	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.2	Invesco Dorsey Wright Healthcare Momentum ETF Fund S000013104 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	11,635	0.07%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	10,751	0.07%	-1,836	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	10,080	0.06%	+890	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.5	Invesco S&P SmallCap Health Care ETF Fund S000028299 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	8,694	0.06%	-1,638	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	174,335	1.11%	-4,263	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	59,390	0.38%	-882	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	42,616	0.27%	-13,311	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	31,504	0.20%	+3,592	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	10,733	0.07%	-592	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	7,478	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21	Ussery Robert Michael Insider CIK 1313364 · Dec 31, 2025 President & COO, issuer-wide	158,460	1.01%	-2,063	Dec 31, 2025	President & COO, issuer-wide
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	145,179	0.93%	+8,468	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,552	0.04%	+725	Jun 30, 2026	Northern Funds, not summed
22.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,606	0.04%	0	Jun 30, 2026	Northern Funds, not summed
22.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,590	0.02%	-74	Jun 30, 2026	Northern Funds, not summed
22.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,106	0.01%	-1,000	Jul 31, 2026	FlexShares Trust, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	143,030	0.91%	+4,803	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	122,320	0.78%	+2,367	Jun 30, 2026	carried, not yet filed for the newest quarter
25	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	109,086	0.70%	-7,162	Jun 30, 2026	carried, not yet filed for the newest quarter
26	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	107,248	0.68%	+107,248	Jun 30, 2026	carried, not yet filed for the newest quarter
27	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	96,550	0.62%	+21,293	Jun 30, 2026	carried, not yet filed for the newest quarter
28	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	93,536	0.60%	-14,276	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	42	0.00%	+38	Jul 31, 2026	E Trade Trust, not summed
29	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	92,933	0.59%	+3,317	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ALPS ADVISORS INC 13F CIK 1376113 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	87,660	0.56%	-70,180	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	ALPS \| OShares U.S. Small-Cap Quality Dividend ETF Fund S000075798 · Registered fund · May 31, 2026 ALPS ETF TRUST, not summed	153,397	0.98%	-8,281	May 31, 2026	ALPS ETF TRUST, not summed
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	84,971	0.54%	+4,802	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	80,653	0.52%	+24,779	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	23,896	0.15%	+6,205	Jun 30, 2026	Manager Directed Portfolios, not summed
33	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	78,191	0.50%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
34	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	70,684	0.45%	+876	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	67,906	0.43%	+817	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,208	0.06%	-549	Jul 31, 2026	Principal Funds, Inc, not summed
35.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	7,213	0.05%	+472	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
35.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	594	0.00%	+183	Jul 31, 2026	Principal Funds, Inc, not summed
35.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	328	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
36	HASSAN EMIL E Insider CIK 1288063 · Jun 22, 2026 Director, issuer-wide	65,595	0.42%	-5,937	Jun 22, 2026	Director, issuer-wide
37	Flatt Stephen Fowler Insider CIK 1330766 · Aug 19, 2026 Director, CEO, issuer-wide	65,487	0.42%	-1,500	Aug 19, 2026	Director, CEO, issuer-wide
38	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	65,249	0.42%	+2,314	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
39	Manatuck Hill Partners, LLC 13F CIK 1467902 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,428	0.38%	-972	Jun 30, 2026	carried, not yet filed for the newest quarter
40	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	51,492	0.33%	-46,856	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,255	0.05%	+96	May 31, 2026	Goldman Sachs ETF Trust, not summed
40.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	966	0.01%	-1,073	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
41	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	50,727	0.32%	+6,319	Jun 30, 2026	carried, not yet filed for the newest quarter
42	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	49,663	0.32%	+21,293	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	47,924	0.31%	-268	May 31, 2026	American Century ETF Trust, not summed
44	Vest Financial, LLC 13F CIK 1709632 · Registered investment adviser · Sep 30, 2026	44,986	0.29%	-5,102	Sep 30, 2026
45	ABERNATHY JAMES PAUL Insider CIK 1261687 · May 7, 2026 Director, issuer-wide	43,302	0.28%	0	May 7, 2026	Director, issuer-wide
46	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	42,941	0.27%	+440	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
47	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	40,887	0.26%	-8,648	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	36,195	0.23%	+1,932	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
48	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	40,851	0.26%	-190	Jun 30, 2026	WisdomTree Trust, not summed
49	VANGUARD HEALTH CARE INDEX FUND Fund S000004450 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	39,517	0.25%	+5	May 31, 2026	VANGUARD WORLD FUND, not summed
50	BROWN BROTHERS HARRIMAN & CO 13F CIK 14661 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	37,546	0.24%	0	Jun 30, 2026	carried, not yet filed for the newest quarter

40 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 1047335 CUSIP 635906100 13F (30d) 51 filings 51 filers Visit website Investor relations