How many institutions own NB stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own NB shares is 129, representing 23.41% of the company's common stock.

Who are the major shareholders selling NioCorp Developments Ltd. stock?

CAPTION MANAGEMENT, LLC, in the last quarter, reduced its stake in NB by -54.92% restricting it's holding to 160 thousand shares of worth nearly $848.00K. HITE HEDGE ASSET MANAGEMENT LLC also lessened -56.59% of the NB shares from its portfolio, reducing its holding to 634.91 thousand shares of worth $3.37M. TWO SIGMA INVESTMENTS, LP also shunned NB shares holding by -54.84% last quarter which brought its holding to 118.59 thousand shares worth $628.55K.

Investors who are buying NB stock?

As per its latest 13F filing, UBS ASSET MANAGEMENT AMERICAS INC increased its stake in NB by 100% in the last quarter. The institutional holder raised its holding to 140.2 thousand shares having worth more than $743.06K. BLACKROCK, INC. also added 74.74% more shares of NB to its portfolio, raising its holding to 6.38 million shares of worth $33.82M. CHARLES SCHWAB INVESTMENT MANAGEMENT INC also increased its NB shares holding by 52.23% which brought its holding to 264 thousand shares worth $1.40M.

NB's major insiders: who are they?

The insider with the most stakes in NB is Smith Mark A. , President & CEO at the company. Additionally, NB stock is highly held by director Kehler Dean C and N/A N/A among others.

Did an insider recently sell NB stock?

Company executives, directors, and other insiders own 4.17% percent of NioCorp Developments Ltd.'s stock. Within the last six months, there have been 0 transaction(s) in which NB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased NB stock?

There have been 0 transaction(s) during the past 6-months in which NioCorp Developments Ltd. insiders have bought stock, totalling 0 shares

How much of NB does insiders own?

Around 0 NioCorp Developments Ltd. shares are held by insiders, which represents about 4.17% of NB stock.

Who is the insider with the largest stake?

NB President & CEO, Smith Mark A. holds the largest portfolio of the company's shares. NB shares owned by Smith total nearly 91.71 thousand.

Which institution holds the most shares in NB?

CAPTION MANAGEMENT, LLC is the largest institutional owner in NB which holds 160 thousand shares worth $848.00K or 0.14% of the total NB shares outstanding followed by UBS ASSET MANAGEMENT AMERICAS INC with ownership of 140.2 thousand shares representing 0.12% of the NB ownership. BLACKROCK, INC. is the third largest stakeholder with 6.38 million shares or 5.46% of the ownership worth more than $33.82M.

Is NioCorp Developments Ltd. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the NB is concerned, it is a stock which is optionable.

Is there a short position on NB's shares?

Number of NB shares short is 4.22M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding NB shares are there?

As of today, 72.65M shares of NB are outstanding.

Is there many float in NB stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, NB has 50.24M shares in float.

NB short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for NB is 1.76.

NioCorp Developments (NB) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares5.82

Short Percent Of Float6.12

Shares Outstanding72.65M

Shares Float50.24M

Shares Short4.22M

Short Ratio1.76

6.12%

Short % of Float

5.82%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

4.17% Percentage of Shares held by All Insiders

23.41% Percentage of Shares held by All Institutions

24.43% Percentage of Float held by Institutions

129

Number of Institutions Holding Shares

Institutional Ownership

About 23.41% of NB shares are held by financial institutions. CAPTION MANAGEMENT, LLC is the top corporate investor, holding 160K shares valued at $848.00K. A 0.14% stake in NioCorp Developments Ltd. is owned by the company. UBS ASSET MANAGEMENT AMERICAS INC owns 140.2K shares valued at $743.06K, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CAPTION MANAGEMENT, LLC	0.14%	160K	848K	-194.9K	-54.92%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.12%	140.2K	743.06K	140.2K	+100.00%
Dec 31, 2025	BLACKROCK, INC.	5.46%	6.38M	33.82M	2.73M	+74.74%
Dec 31, 2025	HITE HEDGE ASSET MANAGEMENT LLC	0.54%	634.91K	3.37M	-827.7K	-56.59%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.23%	264K	1.4M	90.57K	+52.23%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.11%	123.36K	653.81K	78.04K	+172.18%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.1%	118.59K	628.55K	-144.01K	-54.84%
Dec 31, 2025	VICTORY FINANCIAL GROUP, LLC	0.1%	75.13K	398.16K	-11.79K	-13.56%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.09%	103.72K	549.71K	96.13K	+1,267.59%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	90.13K	477.7K	90.13K	+100.00%
Dec 31, 2025	AXQ CAPITAL, LP	0.07%	55.43K	293.77K	22.07K	+66.18%
Dec 31, 2025	RHUMBLINE ADVISERS	0.07%	84.19K	446.21M	14.57K	+20.93%
Dec 31, 2025	JPMORGAN CHASE & CO	0.06%	43.04K	228.13K	14.21K	+49.30%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.12%	1.31M	6.92M	443.01K	+51.32%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	1.02%	1.19M	6.32M	616.13K	+107.04%
Dec 31, 2025	VANGUARD GROUP INC	0.94%	1.1M	5.82M	295.85K	+36.89%
Dec 31, 2025	NUVEEN, LLC	0.75%	879.03K	4.66M	779.71K	+785.02%
Dec 31, 2025	MORGAN STANLEY	0.66%	766.55K	4.06M	123.12K	+19.13%
Dec 31, 2025	JANE STREET GROUP, LLC	0.62%	721.54K	3.82M	13.17K	+1.86%
Dec 31, 2025	HARFST & ASSOCIATES, INC.	0.16%	184.62K	978.49K	79.81K	+76.15%
Dec 31, 2025	LPL FINANCIAL LLC	0.16%	181.14K	960.05K	124.99K	+222.59%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	115.91K	614K	84.66K	+270.88%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	171.34K	908.11K	28.35K	+19.83%
Dec 31, 2025	RATHBONES GROUP PLC	0.05%	54.05K	286.47K	10K	+22.70%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.05%	54.6K	289.39K	54.6K	+100.00%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.05%	55.69K	295.16K	37.29K	+202.67%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	60.84K	322.45K	23.36K	+62.32%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.05%	61.9K	328.07K	61.9K	+100.00%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.05%	63.19K	502.99K	63.19K	+100.00%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.06%	42.42K	224.83K	-21.38K	-33.51%
Dec 31, 2025	KINGDON CAPITAL MANAGEMENT, L.L.C.	0.27%	314.47K	1.67M	0	0
Dec 31, 2025	UBS GROUP AG	0.2%	237.52K	1.26M	200.04K	+533.83%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	246.77K	1.31M	228.53K	+1,253.33%
Dec 31, 2025	DEUTSCHE BANK AG\	0.13%	95.85K	508.03K	33.76K	+54.36%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	171.14K	907.02K	26.51K	+18.33%
Dec 31, 2025	CITADEL ADVISORS LLC	0.17%	199.31K	1.06M	-7.72M	-97.48%
Dec 31, 2025	ALPS ADVISORS INC	0.28%	326.05K	1.73M	326.05K	+100.00%
Dec 31, 2025	AROSA CAPITAL MANAGEMENT LP	0.17%	200K	1.06M	200K	+100.00%
Dec 31, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.18%	210K	1.11M	210K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.18%	213.09K	1.13M	176.54K	+483.01%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.19%	216.63K	1.15M	75.8K	+53.83%
Dec 31, 2025	BARCLAYS PLC	0.19%	217.28K	1.15M	84.21K	+63.29%
Dec 31, 2025	SWISS NATIONAL BANK	0.19%	221.2K	1.17M	221.2K	+100.00%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.23%	270.35K	1.43M	270.35K	+100.00%
Dec 31, 2025	PFG ADVISORS	0.26%	196.68K	1.04M	13.37K	+7.29%
Dec 31, 2025	COUNTERPOINT MUTUAL FUNDS LLC	0.52%	610.06K	3.23M	535.36K	+716.60%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.78%	914.99K	4.85M	585.32K	+177.54%
Dec 31, 2025	NORTHERN TRUST CORP	0.89%	1.04M	5.49M	191.98K	+22.77%
Dec 31, 2025		0.92%	1.07M	5.68M	1.07M	+100.00%
Dec 31, 2025	STATE STREET CORP	1.51%	1.77M	9.37M	715.29K	+67.92%
Dec 31, 2025	GILDER GAGNON HOWE & CO LLC	0.3%	345.41K	1.83M	126.17K	+57.55%
Dec 31, 2025	FOURSIXTHREE CAPITAL LP	0.3%	352.06K	1.87M	352.06K	+100.00%
Dec 31, 2025	SOVIERO ASSET MANAGEMENT, LP	0.33%	380K	2.01M	380K	+100.00%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.38%	443.9K	2.35M	-65.5K	-12.86%
Dec 31, 2025	BRIDGEWATER ASSOCIATES, LP	0.55%	645.89K	3.42M	645.89K	+100.00%
Dec 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	1.37%	1.6M	8.48M	-1.2M	-42.88%
Dec 31, 2025	PRIVATE MANAGEMENT GROUP INC	1.84%	2.15M	11.37M	46.8K	+2.23%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	29.65K	157.15K	800	+2.77%
Dec 31, 2025	MARINER, LLC	0.04%	47.11K	249.66K	24.8K	+111.21%
Dec 31, 2025	ARIZONA STATE RETIREMENT SYSTEM	0.04%	31.12K	164.95K	31.12K	+100.00%
Dec 31, 2025	FOSTER GROUP, INC.	0.04%	31.88K	168.97K	31.88K	+100.00%
Dec 31, 2025	GREENBERG FINANCIAL GROUP	0.05%	35.23K	186.69M	35.23K	+100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.14%	168.94K	895.37K	22.47K	+15.34%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.12%	88K	459.36K	0	0
Dec 31, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.1%	78.33K	415.13K	78.33K	+100.00%
Dec 31, 2025	WEXFORD CAPITAL LP	0.09%	104.19K	552.22K	-52.24K	-33.40%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.09%	103.64K	549.27K	17.33K	+20.07%
Dec 31, 2025	PEAK6 LLC	0.09%	100K	530K	100K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	142.99K	955.18K	49.28K	+52.59%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.18%	88K	587.84K	0	0
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.21%	100K	668K	100K	+100.00%
Sep 30, 2025	COUNTERPOINT MUTUAL FUNDS LLC	0.16%	74.71K	499.05K	74.71K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.79%	863.15K	5.77M	218.97K	+33.99%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	206.1K	1.38M	179.2K	+666.17%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.29%	140.83K	940.71K	37.58K	+36.39%
Sep 30, 2025	IMC-CHICAGO, LLC	0.11%	52.57K	351.19K	52.57K	+100.00%
Sep 30, 2025	WORTH VENTURE PARTNERS, LLC	0.1%	49.78K	332.52K	17.28K	+53.16%
Sep 30, 2025	RHUMBLINE ADVISERS	0.14%	69.62K	465.04K	22.33K	+47.22%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.09%	45.32K	302.76K	18.53K	+69.15%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.09%	44.91K	299.99K	11.49K	+34.40%
Sep 30, 2025	MARSHALL WACE, LLP	2.4%	1.16M	7.72M	996.27K	+623.49%
Sep 30, 2025	RATHBONES GROUP PLC	0.09%	44.05K	294.25K	44.05K	+100.00%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.08%	37.48K	250.37K	2.62K	+7.51%
Sep 30, 2025	UBS GROUP AG	0.08%	37.47K	250.32K	4.36K	+13.18%
Sep 30, 2025	AXQ CAPITAL, LP	0.07%	33.36K	222.81K	33.36K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	31.25K	209K	17.62K	+129.16%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.06%	31.18K	208.3K	31.18K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	28.85K	192.72K	12.93K	+81.16%
Sep 30, 2025	JPMORGAN CHASE & CO	0.06%	28.83K	192.59K	4.3K	+17.52%
Sep 30, 2025	INVESCO LTD.	0.06%	28.74K	191.98K	1.51K	+5.54%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	27.95K	187K	8.32K	+42.40%
Sep 30, 2025	OPPENHEIMER & CO INC	0.05%	26.3K	175.68K	26.3K	+100.00%
Sep 30, 2025	FIDELIS CAPITAL PARTNERS, LLC	0.05%	24.18K	161.54K	24.18K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	18.97K	126.75K	3.56K	+23.10%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.04%	18.4K	122.91K	18.4K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.04%	18.3K	122.26K	5.6K	+44.03%
Sep 30, 2025	ALLEN CAPITAL GROUP, LLC	0.03%	16.14K	107.8K	0	0
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.03%	15.18K	101.42K	-11.46K	-43.02%
Sep 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.03%	15.09K	100.8K	0	0
Sep 30, 2025	ADVISORY ALPHA, LLC	0.03%	14.98K	101.23K	14.98K	+100.00%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	14.2K	94.86K	-22.3K	-61.10%
Sep 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.03%	13.47K	89.97K	13.47K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	13.44K	89.79K	9.03K	+204.99%
Sep 30, 2025	ETHIC INC.	0.03%	13.24K	88.41K	13.24K	+100.00%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.03%	13K	86.84K	0	0
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	5.82%	2.8M	18.71M	1.12M	+67.01%
Sep 30, 2025	PRIVATE MANAGEMENT GROUP INC	4.36%	2.1M	14.02M	0	0
Sep 30, 2025	HITE HEDGE ASSET MANAGEMENT LLC	3.04%	1.46M	9.77M	1.46M	+100.00%
Sep 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	3.02%	1.45M	9.69M	1.45M	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	1.75%	843.29K	5.63M	-65.21K	-7.18%
Sep 30, 2025	JANE STREET GROUP, LLC	1.57%	708.37K	4.73M	690.67K	+3,902.08%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.69%	329.68K	2.2M	329.68K	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.63%	285.5K	1.91M	285.5K	+100.00%
Sep 30, 2025	PFG ADVISORS	0.38%	183.3K	1.22M	183.3K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.36%	173.42K	1.16M	43.16K	+33.13%
Sep 30, 2025	GILDER GAGNON HOWE & CO LLC	0.46%	219.23K	1.46M	219.23K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.51%	243.2K	1.62M	211.7K	+672.06%
Sep 30, 2025	BLACKROCK, INC.	7.59%	3.65M	24.4M	1.08M	+41.79%
Sep 30, 2025	STATE STREET CORP	2.19%	1.05M	7.03M	676.01K	+179.29%
Sep 30, 2025	MORGAN STANLEY	1.34%	643.43K	4.3M	481.56K	+297.49%
Sep 30, 2025	PEAK6 LLC	1.21%	581K	3.88M	581K	+100.00%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.55%	262.6K	1.75M	228.53K	+670.74%
Sep 30, 2025	WEXFORD CAPITAL LP	0.33%	156.44K	1.05M	156.44K	+100.00%
Sep 30, 2025	DLD ASSET MANAGEMENT, LP	0.31%	147.6K	985.23K	147.6K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	144.62K	720.39K	113.22K	+360.45%
Sep 30, 2025	BARCLAYS PLC	0.28%	133.07K	888.87K	-4.61K	-3.35%
Sep 30, 2025	HARFST & ASSOCIATES, INC.	0.23%	104.81K	700.13K	104.81K	+100.00%
Sep 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.21%	100K	668K	100K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.21%	99.32K	663.48K	32.42K	+48.45%
Sep 30, 2025	DEUTSCHE BANK AG\	0.13%	62.1K	414.82K	13.09K	+26.70%
Sep 30, 2025	VICTORY FINANCIAL GROUP, LLC	0.18%	86.91K	600.6K	86.91K	+100.00%
Sep 30, 2025	VANGUARD GROUP INC	1.67%	801.89K	5.36M	-1.29M	-61.65%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.2%	575.59K	3.84M	524.09K	+1,017.70%
Sep 30, 2025	CAPTION MANAGEMENT, LLC	0.74%	354.9K	2.37M	354.9K	+100.00%
Sep 30, 2025	KINGDON CAPITAL MANAGEMENT, L.L.C.	0.65%	314.47K	2.1M	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.3%	146.47K	978.42K	128.52K	+715.76%
Sep 30, 2025	CONCENTRIC CAPITAL STRATEGIES, LP	0.18%	85.65K	572.12K	85.65K	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.17%	82.74K	360.38K	54.42K	+192.14%
Sep 30, 2025	LPL FINANCIAL LLC	0.17%	82K	547.76K	82K	+100.00%
Sep 30, 2025	IONIC CAPITAL MANAGEMENT LLC	0.1%	50K	334K	50K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	60.59K	404.74K	60.59K	+100.00%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.12%	58K	387.42K	33.64K	+138.15%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.42%	203.67K	1.36M	203.67K	+100.00%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.18%	86.31K	576.55K	-12.29K	-12.47%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.13%	63.8K	426.18K	63.8K	+100.00%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.06%	26.1K	61K	26.1K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	6.26%	2.58M	6M	2.49M	+2,806.16%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	4.07%	1.68M	3.91M	1.68M	+100.00%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.05%	21K	48.93K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	19.62K	46K	1.3K	+7.09%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	3.1K	7.68K	1.3K	+72.30%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	2K	4.66K	1K	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	1.71K	3.99K	1.71K	+100.00%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0%	1.6K	3.48K	0	0
Jun 30, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	0%	1.45K	3.38K	0	0
Jun 30, 2025	TRUST CO	0%	1K	2.33K	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	667	1.55K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	200	466	0	0
Jun 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	136	317	136	+100.00%
Jun 30, 2025	CITIGROUP INC	0.04%	18.42K	42.92K	18.42K	+100.00%
Jun 30, 2025	STONERIDGE INVESTMENT PARTNERS LLC	0.07%	27.22K	63K	0	0
Jun 30, 2025	BELLWETHER ADVISORS, LLC	0%	462	1.08K	462	+100.00%
Jun 30, 2025	PFLUG KOORY, LLC	0%	250	583	0	0
Jun 30, 2025	NORTHERN TRUST CORP	2.21%	908.5K	2.12M	316.8K	+53.54%
Jun 30, 2025	RHUMBLINE ADVISERS	0.11%	47.29K	110.18K	47.29K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.08%	33.11K	77.15K	33.06K	+66,120.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.07%	28.32K	65.99K	28.32K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	26.9K	62.68K	15.5K	+135.96%
Jun 30, 2025	MARSHALL WACE, LLP	0.39%	159.79K	372.31K	84.18K	+111.32%
Jun 30, 2025		0.16%	66.91K	155.89K	66.91K	+100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.08%	33.41K	77.86K	0	0
Jun 30, 2025	MARINER, LLC	0.04%	16.49K	38.42K	150	+0.92%
Jun 30, 2025	ALLEN CAPITAL GROUP, LLC	0.04%	16.14K	37.6K	708	+4.59%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	15.41K	35.92K	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.04%	15.4K	35.88M	15.4K	+100.00%
Jun 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.04%	15.09K	35.16K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	11.31K	27.25K	11.31K	+100.00%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.03%	10.6K	24.69K	0	0
Jun 30, 2025	KPP ADVISORY SERVICES LLC	0.03%	10.58K	24.64K	10.58K	+100.00%
Jun 30, 2025	INSCRIPTION CAPITAL, LLC	0.02%	10K	23.3K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	5.9K	14K	2.11K	+55.55%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	4.41K	10.27M	4.37K	+11,810.81%
Jun 30, 2025	PITTENGER & ANDERSON INC	0.01%	4.39K	10.23K	0	0
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	3.23K	7.53M	3.23K	+100.00%
Jun 30, 2025	ARCHER INVESTMENT CORP	0%	2K	4.66K	2K	+100.00%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	565	1.32K	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	510	1.19K	0	0
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0%	500	1.17K	500	+100.00%
Jun 30, 2025	STONE HOUSE INVESTMENT MANAGEMENT, LLC	0%	380	885	380	+100.00%
Jun 30, 2025	PRIVATE MANAGEMENT GROUP INC	5.1%	2.1M	4.89M	2.1M	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.56%	644.18K	1.5M	618.17K	+2,376.48%
Jun 30, 2025	STATE STREET CORP	0.92%	377.05K	878.54K	377.05K	+100.00%
Jun 30, 2025	CABLE CAR CAPITAL LLC	0.42%	173.96K	405.34K	0	0
Jun 30, 2025	BARCLAYS PLC	0.33%	137.67K	321K	90.92K	+194.49%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.32%	130.26K	303.51K	130.26K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.25%	103.25K	240.57K	103.25K	+100.00%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.24%	98.6K	229.75K	68.62K	+228.86%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.09%	36.5K	85.05K	36.5K	+100.00%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.08%	34.86K	81.23K	34.86K	+100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.08%	34.07K	79.39K	34.07K	+100.00%
Jun 30, 2025	INVESCO LTD.	0.07%	27.23K	63.45K	27.23K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.06%	24.53K	57.16K	24.48K	+48,003.92%
Jun 30, 2025	CREATIVE PLANNING	0.06%	24.38K	56.81K	24.38K	+100.00%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.06%	24.35K	56.74K	24.35K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	31.41K	73.18K	-17.23K	-35.43%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	20.05K	46.72K	-23.24K	-53.68%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.05%	19.94K	46.46K	19.94K	+100.00%
Jun 30, 2025	KINGDON CAPITAL MANAGEMENT, L.L.C.	0.76%	314.47K	732.7K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	93.71K	218.35K	59.86K	+176.85%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.13%	51.5K	119.99K	51.5K	+100.00%
Jun 30, 2025	WORTH VENTURE PARTNERS, LLC	0.08%	32.5K	75.73K	32.5K	+100.00%
Jun 30, 2025	XTX TOPCO LTD	0.08%	32.29K	75.23K	32.29K	+100.00%
Jun 30, 2025	DEUTSCHE BANK AG\	0.12%	49.01K	114.19K	49.01K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	26.8K	62.43K	26.78K	+133,875.00%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.06%	26.64K	62.08K	26.64K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	25.84K	60.21K	25.84K	+100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.04%	17.96K	41.84K	6.92K	+62.71%
Jun 30, 2025	DRW SECURITIES, LLC	0.05%	19.76K	46.04K	19.76K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	5.08%	2.09M	4.87M	1.03M	+97.35%
Jun 30, 2025	MORGAN STANLEY	0.39%	161.87K	377.16M	115.34K	+247.89%
Jun 30, 2025	CITADEL ADVISORS LLC	0.08%	31.5K	73.4M	22.4K	+246.15%
Jun 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.21%	88K	205.04K	88K	+100.00%
Jun 30, 2025	NUVEEN, LLC	0.16%	66.91K	155.89K	66.91K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.11%	46.53K	91.67K	-4.95K	-9.61%
Mar 31, 2025	PITTENGER & ANDERSON INC	0.01%	4.39K	8.65K	-166	-3.64%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.03%	13K	25.61K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	14.17K	27.92K	2.4K	+20.39%
Mar 31, 2025	MARINER, LLC	0.04%	16.34K	32.19K	0	0
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.02%	7.15K	14.08K	4.9K	+218.26%
Mar 31, 2025	CWM, LLC	0.02%	7.72K	15K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	11.4K	22.46K	1.4K	+14.00%
Mar 31, 2025	GREENSPRING ADVISORS, LLC	0.03%	11.9K	23.44K	0	0
Mar 31, 2025	CYPRESS WEALTH SERVICES, LLC	0.04%	15.09K	29.73K	1K	+7.10%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.05%	21K	41.37K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.06%	26.01K	51.24K	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.06%	26.15K	51.52K	-19.47K	-42.67%
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.1%	39.56K	78K	39.56K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	43.29K	85.28K	-10.14K	-18.97%
Mar 31, 2025	KINGDON CAPITAL MANAGEMENT, L.L.C.	0.76%	314.47K	619.5K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	1.44%	591.7K	1.17M	-40.7K	-6.44%
Mar 31, 2025	VANGUARD GROUP INC	2.57%	1.06M	2.09M	123.54K	+13.20%
Mar 31, 2025	QUADRATURE CAPITAL LTD	0.04%	16.17K	32.01K	16.17K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	18.32K	36K	8.15K	+80.11%
Mar 31, 2025	STONERIDGE INVESTMENT PARTNERS LLC	0.07%	27.22K	54K	0	0
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0%	1.6K	3.14K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	1.8K	3.72K	-2	-0.11%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.07%	29.43K	58K	-4.93K	-14.35%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.07%	29.98K	59.07K	12.95K	+75.99%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	10.65K	20.98K	7.22K	+210.29%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.03%	11.04K	21.74K	-400	-3.50%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.08%	33.41K	65.83K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	33.85K	66.68K	33.85K	+100.00%
Mar 31, 2025	HSBC HOLDINGS PLC	0.09%	37.46K	74.17K	0	0
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0%	1.05K	2.07K	1.05K	+100.00%
Mar 31, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	0%	1.45K	2.86K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	3.8K	7K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0%	1.9K	3.74K	1.9K	+100.00%
Mar 31, 2025	ARMISTICE CAPITAL, LLC	3.17%	1.31M	2.57M	1.31M	+100.00%
Mar 31, 2025	CREDIT AGRICOLE S A	0.02%	9.64K	18.99K	0	0
Mar 31, 2025	INSCRIPTION CAPITAL, LLC	0.02%	10K	27.2K	10K	+100.00%
Mar 31, 2025	ENGINEERS GATE MANAGER LP	0.03%	10.6K	20.88K	10.6K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	48.64K	95.83K	15.46K	+46.58%
Mar 31, 2025	MARSHALL WACE, LLP	0.18%	75.61K	148.96K	75.61K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.22%	88.63K	174.6K	-13.73K	-13.41%
Mar 31, 2025	UBS GROUP AG	0.39%	160.5K	316.19K	160.5K	+100.00%
Mar 31, 2025	CABLE CAR CAPITAL LLC	0.42%	173.96K	342.71K	0	0
Mar 31, 2025	PFG ADVISORS	0.44%	181.17K	356.9K	143.75K	+384.17%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	15.41K	30.37K	0	0
Mar 31, 2025	BARCLAYS PLC	0.11%	46.75K	92K	0	0
Mar 31, 2025	ALLEN CAPITAL GROUP, LLC	0.04%	15.43K	30.4K	3.64K	+30.84%

Insiders

Among the NB insiders holding of 4.17% of the stake in company, SMITH MARK A., President & CEO, holds the largest shares of 91.71K. KEHLER DEAN C, director, is the second largest NB insider with ownership of 28.29K shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
SMITH MARK A.	President & CEO	91.71K
KEHLER DEAN C	director	28.29K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 13, 2024	SMITH MARK A.	PURCHASE	2.07	91.71K	189.84K	91.71K
Nov 13, 2024	KEHLER DEAN C	PURCHASE	2.07	28.29K	58.56K	28.29K

Frequently Asked Questions