Titelia

Fund shareholders of National Research Corp

ISIN US6373722023 · United States · LEI 549300FQIORB6GZCYT15

Fund shareholders
146
Of which ETFs
31 115 other funds
Value held
81.7M $
FundSharesValueWeight in fund
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 1,708,00929M $3.51 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 498,2798.5M $0.00 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 295,7025M $0.01 %as of Mar 31, 2026 ↗
Heartland Value Fund HEARTLAND GROUP INC. 237,1474M $0.41 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 147,4092.5M $0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 128,6912.2M $0.11 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 119,6522M $0.03 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 118,2221.9M $0.01 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 100,5811.7M $0.01 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 98,7881.7M $0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 71,3401.2M $0.01 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 71,013952.3K $0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 65,443877.6K $0.00 %as of Feb 28, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 63,7491.1M $0.05 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 59,213974.6K $0.03 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 58,617786.1K $0.01 %as of Feb 28, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 55,800947.5K $0.11 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 51,600849.3K $0.07 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 49,338837.8K $0.23 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 41,300553.8K $0.05 %as of Feb 28, 2026 ↗
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 39,826534.1K $0.64 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 39,270526.6K $0.00 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,592635.2K $0.00 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 38,422515.2K $0.10 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 36,094484K $0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 35,521476.3K $0.02 %as of Feb 28, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 31,957542.6K $1.20 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 30,321514.9K $0.19 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 29,978509K $0.04 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 27,216365K $0.00 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 26,082429.3K $0.01 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 23,672402K $0.00 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 21,600366.8K $0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 21,260361K $0.02 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 20,267271.8K $0.00 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 17,485287.8K $0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 17,042289.4K $0.02 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 16,853277.4K $0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,406270K $0.01 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 15,722210.8K $0.02 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 15,197203.8K $0.00 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 14,984246.6K $0.01 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,876244.9K $0.00 %as of Apr 30, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 13,453180.4K $0.67 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 13,423220.9K $0.00 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 13,129216.1K $0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 13,039221.4K $0.04 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 11,577196.6K $0.01 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 11,133183.2K $0.33 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 11,000147.5K $0.00 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,807144.9K $0.01 %as of Feb 28, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 10,705181.8K $0.25 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 10,600180K $0.03 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 9,725165.1K $0.01 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 9,615158.3K $0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,481161K $0.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 9,035153.4K $0.01 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,737148.4K $0.01 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,636146.6K $0.00 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,513144.6K $0.00 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 7,042115.9K $0.00 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 5,948101K $0.01 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 5,48093.1K $0.00 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 5,21885.9K $0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 5,20588.4K $0.03 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,07486.2K $0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 4,99567K $0.01 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,95181.5K $0.00 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,39972.4K $0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,05554.4K $0.00 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,00067.9K $0.00 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,97767.5K $0.01 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 3,80764.6K $0.00 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,60161.1K $0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,21243.1K $0.00 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,14853.5K $0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,98750.7K $0.02 %as of Mar 31, 2026 ↗
Spectrum Fund Meeder Funds 2,88449K $0.02 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,58542.5K $0.00 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,47840.8K $0.00 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,45841.7K $0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,43532.7K $0.01 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 2,31839.4K $0.00 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,21937.7K $0.01 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,08035.3K $0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,06534K $0.00 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,04033.6K $0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,92131.6K $0.00 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,67928.5K $0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,65628.1K $0.00 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,64027.8K $0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,59827.1K $0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,51224.9K $0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,47924.3K $0.00 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,47725.1K $0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,27921.7K $0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,10918.3K $0.00 %as of Apr 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,07818.3K $0.04 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 99713.4K $0.00 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 99513.3K $0.00 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 3.51 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 1.20 %as of Mar 31, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 0.67 %as of Feb 28, 2026 ↗
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 0.64 %as of Feb 28, 2026 ↗
Heartland Value Fund HEARTLAND GROUP INC. 0.41 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 0.33 %as of Apr 30, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 0.25 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 0.23 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.19 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.11 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2146-44,950,582+3.4 %
2026Q1150+14,786,646-4.0 %
2025Q4149-64,986,312-6.9 %
2025Q3155+15,353,426-1.1 %
2025Q2154-15,413,628-0.5 %
2025Q115505,443,297+2.4 %
2024Q4155+65,314,240+3.3 %
2024Q3149-35,145,391-14.8 %
2024Q2152+46,041,813+6.1 %
2024Q1148-55,696,944-6.0 %
2023Q41536,062,314

Institutional managers

114 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,636,35544.8M $as of Mar 31, 2026
MORGAN STANLEY1,001,88017M $as of Mar 31, 2026
BlackRock, Inc.975,85516.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP489,7408.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC393,8476.7M $as of Mar 31, 2026
QV Investors Inc.381,3106.5K $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC340,7845.8M $as of Mar 31, 2026
STATE STREET CORP300,7485.2M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC286,8404.9M $as of Mar 31, 2026
NORTHERN TRUST CORP255,6014.3M $as of Mar 31, 2026
Bank of New York Mellon Corp250,7074.3M $as of Mar 31, 2026
HEARTLAND ADVISORS INC237,1474M $as of Mar 31, 2026
Willis Investment Counsel224,6383.8M $as of Mar 31, 2026
iA Global Asset Management Inc.187,5203.2K $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC171,8472.9M $as of Mar 31, 2026
Northwest & Ethical Investments L.P.129,2002.2M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN116,8962M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/112,4681.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC112,3741.9M $as of Mar 31, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO101,3641.7M $as of Mar 31, 2026
FIFTH THIRD BANCORP90,1821.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC82,6921.4M $as of Mar 31, 2026
JANE STREET GROUP, LLC70,4261.2M $as of Mar 31, 2026
SEI INVESTMENTS CO66,9481.1M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP63,8101.1M $as of Mar 31, 2026

Declared shareholders of National Research Corp

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Common Property Trust and 4 others45.70 %10,305,634as of Jun 10, 2026 · SCHEDULE 13D
Cite this page

Titelia. "Fund shareholders of National Research Corp". https://titelia.com/en/stocks/national-research-corp-US6373722023