NREF — Institutional owners (13F)

84 filers · $203.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
NEXPOINT ASSET MANAGEMENT, L.P. $146,314,343 9,439,635 71.83% Shares
BlackRock, Inc. $9,676,265 624,275 4.75% Shares
VANGUARD GROUP INC $5,592,210 397,174 2.75% Shares
VANGUARD CAPITAL MANAGEMENT LLC $5,368,007 346,323 2.64% Shares
RAYMOND JAMES FINANCIAL INC $4,539,223 292,853 2.23% Shares
INDEPENDENT FINANCIAL GROUP, LLC $4,355,655 281,010 2.14% Shares
MORGAN STANLEY $3,023,545 195,067 1.48% Shares
GEODE CAPITAL MANAGEMENT, LLC $2,832,448 182,678 1.39% Shares
STATE STREET CORP $2,687,111 173,362 1.32% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $2,407,584 155,328 1.18% Shares
Copley Financial Group, Inc. $1,714,094 110,587 0.84% Shares
RITHOLTZ WEALTH MANAGEMENT $1,621,576 104,618 0.80% Shares
1776 Wealth LLC $1,122,185 72,399 0.55% Shares
NORTHERN TRUST CORP $885,686 57,141 0.43% Shares
GOLDMAN SACHS GROUP INC $799,568 51,585 0.39% Shares
LPL Financial LLC $780,150 50,332 0.38% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $749,177 48,334 0.37% Shares
Cetera Investment Advisers $646,699 41,722 0.32% Shares
VANGUARD FIDUCIARY TRUST CO $638,197 41,174 0.31% Shares
Morey & Quinn Wealth Partners, LLC $566,712 36,562 0.28% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $517,498 33,387 0.25% Shares
HighTower Advisors, LLC $502,402 32,413 0.25% Shares
Russell Investments Group, Ltd. $497,162 32,075 0.24% Shares
Oak Grove Capital LLC $418,500 27,000 0.21% Shares
Concorde Asset Management, LLC $402,225 25,950 0.20% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $366,110 23,620 0.18% Shares
BANK OF AMERICA CORP /DE/ $363,398 23,445 0.18% Shares
Navis Wealth Advisors, LLC $322,688 20,819 0.16% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $285,200 18,400 0.14% Shares
Bank of New York Mellon Corp $271,080 17,489 0.13% Shares
OPPENHEIMER & CO INC $269,034 17,357 0.13% Shares
OSAIC HOLDINGS, INC. $230,640 14,880 0.11% Shares
CITADEL ADVISORS LLC $213,900 13,800 0.11% Call option
ALLIANCEBERNSTEIN L.P. $207,977 15,440 0.10% Shares
Nuveen, LLC $197,099 12,716 0.10% Shares
Callan Family Office, LLC $189,379 12,218 0.09% Shares
BARCLAYS PLC $185,831 11,989 0.09% Shares
Invesco Ltd. $165,758 10,694 0.08% Shares
Atria Wealth Solutions, Inc. $160,984 11,674 0.08% Shares
AMERIPRISE FINANCIAL INC $157,186 10,141 0.08% Shares
AQR CAPITAL MANAGEMENT LLC $156,371 10,088 0.08% Shares
RHUMBLINE ADVISERS $156,127 10,073 0.08% Shares
UBS Group AG $124,915 8,059 0.06% Shares
Daytona Street Capital LLC $112,420 7,000 0.06% Shares
DEUTSCHE BANK AG\ $108,516 7,001 0.05% Shares
WELLS FARGO & COMPANY/MN $104,769 6,759 0.05% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $90,210 5,820 0.04% Shares
NEW YORK STATE COMMON RETIREMENT FUND $84,754 5,468 0.04% Shares
BNP PARIBAS FINANCIAL MARKETS $75,361 4,862 0.04% Shares
CITIGROUP INC $58,094 3,748 0.03% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $51,228 3,305 0.03% Shares
Vanguard Global Advisers, LLC $51,011 3,291 0.03% Shares
JPMORGAN CHASE & CO $49,373 3,169 0.02% Shares
Police & Firemen's Retirement System of New Jersey $28,613 1,846 0.01% Shares
STRS OHIO $26,350 1,700 0.01% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $25,391 1,885 0.01% Shares
ROYAL BANK OF CANADA $25,000 1,591 0.01% Shares
Legacy Investment Solutions, LLC $24,464 1,774 0.01% Shares
NISA INVESTMENT ADVISORS, LLC $16,074 1,037 0.01% Shares
Tower Research Capital LLC (TRC) $12,694 819 0.01% Shares
Legal & General Group Plc $11,114 717 0.01% Shares
Ameritas Investment Partners, Inc. $9,114 588 0.00% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $7,645 500 0.00% Shares
FMR LLC $7,411 478 0.00% Shares
CWM, LLC $4,782 355 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $4,614 300 0.00% Shares
GAMMA Investing LLC $3,751 242 0.00% Shares
Arax Advisory Partners $3,069 198 0.00% Shares
EverSource Wealth Advisors, LLC $1,938 125 0.00% Shares
Sterling Capital Management LLC $1,938 125 0.00% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,457 94 0.00% Shares
Penserra Capital Management LLC $1,251 80,732 0.00% Shares
MassMutual Private Wealth & Trust, FSB $992 64 0.00% Shares
WEDBUSH SECURITIES INC $932 60,117 0.00% Shares
PNC Financial Services Group, Inc. $620 40 0.00% Shares
Essential Partners LLC $264 17 0.00% Shares
Allworth Financial LP $140 9 0.00% Shares
IFP Advisors, Inc $108 7 0.00% Shares
ROTHSCHILD INVESTMENT LLC $62 4 0.00% Shares
Farther Finance Advisors, LLC $62 4 0.00% Shares
True Wealth Design, LLC $62 4 0.00% Shares
Sunbelt Securities, Inc. $13 1 0.00% Shares
HARBOR CAPITAL ADVISORS, INC. $4 228 0.00% Shares
Covestor Ltd $2 137 0.00% Shares