Among active 13F managers last quarter, 7 opened and 17 added, while 16 reduced; the largest holder to move was Kayne Anderson Rudnick Investment Management LLC (−23%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
114 tracked 13F filers disclose a position in NRC as of the latest SEC 13F filings, a combined $190.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment Management LLC | 2.0M | $43.8M | ▼−23% Reduced · −606K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 1.1M | $22.9M | ▲+8.8% Added · +86K sh | Q2 2026 | |
| 3 | Morgan Stanley | 1.0M | $17.0M | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 667K | $14.4M | ▲+0.6% Added · +4K sh | Q2 2026 | |
| 5 | Dimensional Fund Advisors LP | 490K | $8.3M | ▼−1.0% Reduced · −5K sh | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 420K | $9.1M | ▲+6.7% Added · +26K sh | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 341K | $5.8M | ▼−2.9% Reduced · −10K sh | Q1 2026 | |
| 8 | Heartland Advisors Inc | 300K | $6.5M | ▲+27% Added · +63K sh | Q2 2026 | |
| 9 | State Street Corp | 298K | $6.5M | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 10 | Northern Trust Corp | 256K | $4.3M | ▲+14% Added · +32K sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | 251K | $4.3M | ▲+4.0% Added · +10K sh | Q1 2026 | |
| 12 | Willis Investment Counsel | 225K | $3.8M | ▲+23% Added · +41K sh | Q1 2026 | |
| 13 | Hotchkis & Wiley Capital Management LLC | 188K | $4.1M | ▼−34% Reduced · −99K sh | Q2 2026 | |
| 14 | AQR Capital Management LLC | 172K | $2.9M | ▼−21% Reduced · −45K sh | Q1 2026 | |
| 15 | Wells Fargo & Company | 117K | $2.0M | ▼−7.4% Reduced · −9K sh | Q1 2026 | |
| 16 | Bank Of America Corp | 112K | $1.9M | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 17 | Charles Schwab Investment Management Inc | 112K | $1.9M | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 18 | Northwest & Ethical Investments L.P. | 102K | $2.2M | ▼−21% Reduced · −27K sh | Q2 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 97K | $2.1M | ▲+4.3% Added · +4K sh | Q2 2026 | |
| 20 | Fifth Third Bancorp | 90K | $1.5M | ▲New +90K sh | Q1 2026 | |
| 21 | Goldman Sachs Group Inc | 83K | $1.4M | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 22 | Vanguard Portfolio Management LLC | 82K | $1.8M | ▲+16% Added · +11K sh | Q2 2026 | |
| 23 | Linden Thomas Advisory Services, LLC | 78K | $1.7M | ▲+182% Added · +50K sh | Q2 2026 | |
| 24 | Jane Street Group, LLC | 70K | $1.2M | ▼−31% Reduced · −31K sh | Q1 2026 | |
| 25 | Sei Investments Co | 67K | $1.1M | ▲+0.1% Added · +78 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in NRC and 17 added to an existing one, while 16 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 54 funds | $196.2B |
| Microsoft CorpMSFT | 54 funds | $120.6B |
| Apple IncAAPL | 53 funds | $139.3B |
| Alphabet Inc-CL AGOOGL | 53 funds | $83.4B |
| JPMorgan Chase & CoJPM | 53 funds | $27.1B |
| Amazon.com IncAMZN | 52 funds | $92.0B |
| Eli Lilly & CoLLY | 52 funds | $40.2B |
| Lam Research CorpLRCX | 52 funds | $23.4B |
| Unitedhealth Group IncUNH | 52 funds | $19.0B |
| Costco Wholesale CorpCOST | 52 funds | $16.8B |
| McDonald's CorpMCD | 52 funds | $8.7B |
| Meta Platforms Inc-Class AMETA | 51 funds | $49.5B |
Ranked by how many of NRC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NRC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 17, 2026 | Harrison Shane R | EVP & Chief Financial Officer | Buy (P) | 8K | $98K |
| Jul 31, 2025 | Freeman Jordan Nicole | Chief Accounting Officer | Buy (P) | 771 | $10K |
| May 12, 2025 | Beans Patrick E | 10% Owner | Buy (P) | 3K | $34K |
| Mar 1, 2024 | Common Property Trust | 10% Owner | Sell (S) | 599K | $24.3M |
| Jan 5, 2024 | Amandla MK Trust | 10% Owner | Sell (S) | 3K | $105K |
| Jan 4, 2024 | Amandla MK Trust | 10% Owner | Sell (S) | 5K | $190K |
| Jan 3, 2024 | Common Property Trust | 10% Owner | Sell (S) | 365K | $15.1M |
| Jan 3, 2024 | Amandla MK Trust | 10% Owner | Sell (S) | 120K | $5.0M |
| Jan 2, 2024 | Amandla MK Trust | 10% Owner | Sell (S) 2 lots, same day | 201K | $8.1M |
| Dec 14, 2023 | Amandla MK Trust | 10% Owner | Sell (S) | 600 | $25K |
| Dec 13, 2023 | Amandla MK Trust | 10% Owner | Sell (S) | 4K | $157K |
| Dec 12, 2023 | Amandla MK Trust | 10% Owner | Sell (S) | 22K | $909K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 36 | 42 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for NRC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NRC/capital-change-brief"
Use Arkolith's capital_change_brief for NRC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NRC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.