FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.860.16%
STOXX50E5,860.32-0.39%
XLF51.830.04%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV1.5
Feels35.3°C
Humidity59%
Wind10.8 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time5:34 PM
13F QoQ Ownership Changes

NBHC Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 7 new · 24 added · 51 reduced · 8 exited

New Positions(7)

ManagerSharesΔ SharesValueΔ Value% Δ
Sanctuary Advisors, LLC15,212+15,212$405.1K+$405.1K
AdviceOne Advisory Services, LLC6,516+6,516$218.5K+$218.5K
MINDSET WEALTH MANAGEMENT, LLC6,464+6,464$216.7K+$216.7K
Marotta Asset Management6,422+6,422$215.3K+$215.3K
IFP Advisors, Inc18+18$579+$579
Allworth Financial LP3+3$101+$101
MAI Capital Management2+2$68+$68

Added To(24)

ManagerSharesΔ SharesValueΔ Value% Δ
Fourthstone LLC226,138+97,641$7.6M+$3.8M76.0%
BlackRock, Inc.439,125+6,745$14.7M+$2.0M1.6%
RBF Capital, LLC100,000+50,000$3.4M+$1.9M100.0%
VANGUARD GROUP INC338,070+3,553$11.3M+$1.5M1.1%
BRANDES INVESTMENT PARTNERS, LP244,505+12,698$8.2M+$1.4M5.5%
GEODE CAPITAL MANAGEMENT, LLC153,310+533$5.1M+$644.6K0.3%
DIMENSIONAL FUND ADVISORS LP125,956+3,901$4.2M+$630.0K3.2%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC27,853+9,803$933.9K+$402.5K54.3%
STATE STREET CORP82,364+1,364$2.8M+$377.0K1.7%
MORGAN STANLEY25,730+1,645$862.7K+$153.7K6.8%
BANK OF AMERICA CORP /DE/11,370+2,435$381.2K+$118.2K27.3%
RENAISSANCE TECHNOLOGIES LLC24,670+200$827.2K+$106.8K0.8%
WELLS FARGO & COMPANY/MN11,953+1,776$400.8K+$101.2K17.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,735+138$253.9K+$33.6K1.8%
Larson Financial Group LLC4,195+12$140.7K+$17.5K0.3%
State of Wyoming1,965+302$65.9K+$16.9K18.1%
Farther Finance Advisors, LLC343+250$11.5K+$8.8K268.8%
FMR LLC339+227$11.4K+$8.1K202.7%
CITIGROUP INC317+148$10.6K+$5.7K87.6%
BARCLAYS PLC10,372+953$282.1K+$4.8K10.1%
COMERICA BANK418+41$14.0K+$2.9K10.9%
EverSource Wealth Advisors, LLC11+4$369+$16357.1%
AMALGAMATED BANK196+1$7+$10.5%
Covestor Ltd12+3$0$033.3%

Reduced(51)

ManagerSharesΔ SharesValueΔ Value% Δ
CIBC WORLD MARKET INC.195,0000$6.5M+$797.5K0.0%
Rhino Investment Partners, Inc114,0070$3.8M+$466.3K0.0%
UBS Group AG2,624-14,760$88.0K-$423.8K-84.9%
Royal Bank of Canada4,305-10,118$144.0K-$246.0K-70.2%
LPL Financial LLC50,636-81$1.7M+$204.7K-0.1%
Partners in Financial Planning21,4310$718.6K+$87.7K0.0%
Bank of New York Mellon Corp18,613-5,472$624.1K-$85.0K-22.7%
CAPTRUST FINANCIAL ADVISORS25,648-844$860.0K+$80.1K-3.2%
NORTHERN TRUST CORP45,031-3,702$1.5M+$75.2K-7.6%
Taylor Hoffman Capital Management LLC18,1500$608.6K+$74.2K0.0%
JPMORGAN CHASE & CO4,312-2,181$144.6K-$46.6K-33.6%
Nuveen, LLC11,0330$369.9K+$45.1K0.0%
Carson Advisory Inc.10,0000$335.3K+$40.9K0.0%
Integrated Wealth Concepts LLC9,183-1$307.9K+$37.5K-0.0%
Kingsview Wealth Management, LLC9,091-54$304.8K+$35.6K-0.6%
GOLDMAN SACHS GROUP INC14,670-3,106$491.9K-$31.4K-17.5%
PRIVATE TRUST CO NA7,5000$251.5K+$30.7K0.0%
Cerity Partners LLC7,170-1,957$240.4K-$28.3K-21.4%
AQR CAPITAL MANAGEMENT LLC6,704-135$224.8K+$23.4K-2.0%
Geneos Wealth Management Inc.5,3340$178.8K+$21.8K0.0%
D.A. DAVIDSON & CO.9,945-700$333.5K+$20.1K-6.6%
MetLife Investment Management, LLC3,4410$115.4K+$14.1K0.0%
BNP PARIBAS FINANCIAL MARKETS1,419-648$47.6K-$13.3K-31.3%
NEW YORK STATE COMMON RETIREMENT FUND3,1480$105.6K+$12.9K0.0%
Aspect Partners, LLC3,1040$104.1K+$12.7K0.0%
Carnegie Investment Counsel6,555-500$219.8K+$12.1K-7.1%
PNC Financial Services Group, Inc.2,820-5$94.6K+$11.4K-0.2%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,897-20$97.1K+$11.3K-0.7%
RHUMBLINE ADVISERS4,492-936$150.6K-$9.2K-17.2%
Bogart Wealth, LLC2,0020$67.1K+$8.2K0.0%
Police & Firemen's Retirement System of New Jersey1,2980$43.5K+$5.3K0.0%
NISA INVESTMENT ADVISORS, LLC6950$23.3K+$2.8K0.0%
Legal & General Group Plc5630$18.9K+$2.3K0.0%
Rockefeller Capital Management L.P.5000$16.8K+$2.0K0.0%
Ameritas Investment Partners, Inc.4770$16.0K+$2.0K0.0%
Atlantic Union Bankshares Corp2000$6.7K+$8180.0%
Sterling Capital Management LLC359-71$12.0K-$622-16.5%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM383-35$12.8K+$536-8.4%
Optiver Holding B.V.920$3.1K+$3770.0%
Glen Eagle Advisors, LLC500$1.7K+$2050.0%
ACADIAN ASSET MANAGEMENT LLC41,691-276$1.4K+$162-0.7%
Tower Research Capital LLC (TRC)368-46$12.3K+$151-11.1%
OSAIC HOLDINGS, INC.680$2.3K+$1490.0%
SBI Securities Co., Ltd.1-4$34-$113-80.0%
GAMMA Investing LLC85-8$2.9K+$112-8.6%
Russell Investments Group, Ltd.645-87$21.6K+$76-11.9%
PRICE T ROWE ASSOCIATES INC /MD/10,0270$337+$410.0%
True Wealth Design, LLC1-1$34-$25-50.0%
Sunbelt Securities, Inc.10$34+$50.0%
HARBOR CAPITAL ADVISORS, INC.45-1$2+$1-2.2%
CWM, LLC304-51$10$0-14.4%

Sold Out(8)

ManagerSharesΔ SharesValueΔ Value% Δ
CITADEL ADVISORS LLC0-25,445$0-$749.1K
JANE STREET GROUP, LLC0-7,088$0-$208.7K
Invesco Ltd.0-7,049$0-$207.5K
Cascade Wealth Advisors, Inc0-6,679$0-$200.0K
DEUTSCHE BANK AG\0-5,607$0-$165.1K
Arax Advisory Partners0-111$0-$3.3K
Clearstead Advisors, LLC0-2$0-$59
CANADA LIFE ASSURANCE Co0-473$0-$14