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Institutional Ownership · SEC Form 13F

Who owns NRDY (NRDY)


Which tracked institutional funds hold NRDY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NRDY company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

90
Institutional holders
22,040,108
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on NRDY is one-sided between 2025-Q4 and 2026-Q1: 2 added or opened and 8 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

NRDY’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NRDY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in NRDY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 90 tracked filers holding NRDY, 48 increased or opened the position and 50 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in NRDY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • VANGUARD CAPITAL MANAGEMENT LLC$2M

Full exits 2

  • VANGUARD GROUP INC$3M
  • MILLENNIUM MANAGEMENT LLC$750K

Largest adds

  • AQR CAPITAL MANAGEMENT LLC$324K

Largest trims

  • BlackRock, Inc.$1M
  • Technology Crossover Management VIII, Ltd.$884K
  • FRANKLIN RESOURCES INC$768K
  • MORGAN STANLEY$378K
  • STATE STREET CORP$284K
  • GEODE CAPITAL MANAGEMENT, LLC$255K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed4,278,560$3M14.2%2026-Q1
Technology Crossover Management VIII, Ltd.3,949,791$3M13.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,541,565$2M8.5%2026-Q1
FRANKLIN RESOURCES INC trimmed2,307,449$2M7.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,671,838$1M5.6%2026-Q1
STATE STREET CORP added1,336,838$1M4.4%2026-Q1
GSA CAPITAL PARTNERS LLP added656,212$536K2.2%2026-Q1
NORTHERN TRUST CORP added502,424$410K1.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC added445,918$364K1.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new444,133$362K1.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed369,137$301K1.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new354,899$290K1.2%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added312,883$255K1.0%2026-Q1
JANE STREET GROUP, LLC trimmed252,570$206K0.8%2026-Q1
XTX Topco Ltd added214,511$175K0.7%2026-Q1
UBS Group AG added190,894$156K0.6%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed187,700$153K0.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed184,366$150K0.6%2026-Q1
Bank of New York Mellon Corp trimmed182,563$149K0.6%2026-Q1
Nuveen, LLC added182,350$149K0.6%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed137,750$143K0.6%2026-Q1
DEUTSCHE BANK AG\ added161,744$133K0.5%2026-Q1
THOMPSON DAVIS & CO., INC. trimmed81,000$66K0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added71,000$58K0.2%2026-Q1
IEQ CAPITAL, LLC new63,743$52K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed63,641$52K0.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed61,171$50K0.2%2026-Q1
EverSource Wealth Advisors, LLC trimmed265$45K0.2%2026-Q1
Crewe Advisors LLC added50,000$41K0.2%2026-Q1
RHUMBLINE ADVISERS added41,856$34K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/40,457$34K0.1%2026-Q1
STRS OHIO39,200$32K0.1%2026-Q1
Quinn Opportunity Partners LLC39,155$32K0.1%2026-Q1
CWM, LLC added31,169$25K0.1%2026-Q1
MORGAN STANLEY trimmed30,383$25K0.1%2026-Q1
Cerity Partners LLC new30,239$25K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added28,226$23K0.1%2026-Q1
NINE MASTS CAPITAL Ltd new27,877$23K0.1%2026-Q1
JPMORGAN CHASE & CO added26,548$21K0.1%2026-Q1
Vanguard Personalized Indexing Management, LLC added25,892$21K0.1%2026-Q1
CITIGROUP INC added24,795$20K0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC23,600$19K0.1%2026-Q1
Mariner, LLC new23,380$19K0.1%2026-Q1
Police & Firemen's Retirement System of New Jersey22,889$19K0.1%2026-Q1
Focus Partners Wealth added22,589$18K0.1%2026-Q1
Vanguard Global Advisers, LLC new22,498$18K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed21,862$18K0.1%2026-Q1
Invesco Ltd. trimmed20,477$17K0.1%2026-Q1
TWO SIGMA SECURITIES, LLC trimmed18,352$15K0.1%2026-Q1
Silver Rock Financial LP17,668$14K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new16,499$14K0.1%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC trimmed15,538$13K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed15,257$12K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added14,318$12K0.0%2026-Q1
IMC-Chicago, LLC new14,088$11K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed13,023$11K0.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed12,443$10K0.0%2026-Q1
AlTi Global, Inc. trimmed12,000$10K0.0%2026-Q1
VANGUARD GROUP INC trimmed3,328,262$3M14.1%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC trimmed720,706$750K3.1%2025-Q4 stale
RITHOLTZ WEALTH MANAGEMENT280,358$457K1.9%2025-Q2 stale
Dauntless Investment Group, LLC new332,141$345K1.4%2025-Q4 stale
HRT FINANCIAL LP trimmed130,267$212K0.9%2025-Q2 stale
Centiva Capital, LP added107,585$112K0.5%2025-Q4 stale
MARSHALL WACE, LLP trimmed87,973$111K0.5%2025-Q3 stale
BALYASNY ASSET MANAGEMENT L.P. trimmed60,793$86K0.4%2025-Q1 stale
Jefferies Financial Group Inc. added75,000$78K0.3%2025-Q4 stale
Abel Hall, LLC new64,494$67K0.3%2025-Q4 stale
BRIGHTON JONES LLC added49,292$62K0.3%2025-Q3 stale
Point72 Asset Management, L.P. new55,622$58K0.2%2025-Q4 stale
Corebridge Financial, Inc. added38,070$54K0.2%2025-Q1 stale
Verition Fund Management LLC trimmed44,710$46K0.2%2025-Q4 stale
ZACKS INVESTMENT MANAGEMENT new24,751$40K0.2%2025-Q2 stale
ENVESTNET ASSET MANAGEMENT INC new27,623$39K0.2%2025-Q1 stale
AM INVESTMENT STRATEGIES LLC31,140$39K0.2%2025-Q3 stale
MANUFACTURERS LIFE INSURANCE COMPANY, THE added26,359$37K0.2%2025-Q1 stale
Marotta Asset Management25,000$31K0.1%2025-Q3 stale
Graham Capital Management, L.P. trimmed23,765$30K0.1%2025-Q3 stale
VOYA INVESTMENT MANAGEMENT LLC trimmed20,942$30K0.1%2025-Q1 stale
Engineers Gate Manager LP added26,890$28K0.1%2025-Q4 stale
Jain Global LLC new16,500$27K0.1%2025-Q2 stale
Cambridge Investment Research Advisors, Inc. new18,000$26K0.1%2025-Q1 stale
SYMMETRY PEAK MANAGEMENT LLC new25,000$26K0.1%2025-Q4 stale
Moloney Securities Asset Management, LLC20,000$25K0.1%2025-Q3 stale
Virtu Financial LLC trimmed24,252$25K0.1%2025-Q4 stale
CIBC WORLD MARKETS CORP new17,243$24K0.1%2025-Q1 stale
PRUDENTIAL FINANCIAL INC new11,985$20K0.1%2025-Q2 stale
SG Americas Securities, LLC trimmed18,197$19K0.1%2025-Q4 stale
FourThought Financial Partners, LLC10,990$18K0.1%2025-Q2 stale
SIMPLEX TRADING, LLC added13,575$17K0.1%2025-Q3 stale
Cutter & CO Brokerage, Inc.11,000$16K0.1%2025-Q1 stale
Atom Investors LP trimmed10,300$15K0.1%2025-Q1 stale
AMERIPRISE FINANCIAL INC added10,278$15K0.1%2025-Q1 stale
SteelPeak Wealth, LLC10,000$14K0.1%2025-Q1 stale
Huntleigh Advisors, Inc.11,000$14K0.1%2025-Q3 stale
Brooklyn Investment Group new12,647$14K0.1%2025-Q4 stale
Sanctuary Advisors, LLC new12,885$13K0.1%2025-Q4 stale
MML INVESTORS SERVICES, LLC new10,000$13K0.1%2025-Q3 stale
ProShare Advisors LLC added10,860$11K0.0%2025-Q4 stale
GROUP ONE TRADING LLC added8,873$9K0.0%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership