Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

NLI HOLDINGS, INC.

CIK 0000072162NL· quarter ending 2026-06-30

Shares outstanding

48,898,734

as of 2026-07-31 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

5,534,062

11.3% of shares outstanding

Holders

+4 vs 2026-03-31 · 15 new, 11 exited

Value

$32.9M

shares +3.3% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	NL · NYSE	48,898,734	5,534,062	11.3%	79	629156407

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	629156407	COM NEW	79	5,534,062	48,898,734	11.3%	$32.9M	1 call / 2 put	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (79 of 79 · 629156407)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	DIMENSIONAL FUND ADVISORS LP	2,058,135	4.21%	$12.2M	-31,032 (-1.5%)
2	BlackRock, Inc.	540,104	1.10%	$3.2M	+10,395 (+2.0%)
3	VANGUARD CAPITAL MANAGEMENT LLC	324,989	0.66%	$1.9M	+3,797 (+1.2%)
4	Aristides Capital LLC	312,962	0.64%	$1.9M	-104,052 (-25.0%)
5	BRIDGEWAY CAPITAL MANAGEMENT, LLC	310,993	0.64%	$1.9M	-15,000 (-4.6%)
6	MILLENNIUM MANAGEMENT LLC	257,968	0.53%	$1.5M	+237,658 (+1170.2%)
7	GEODE CAPITAL MANAGEMENT, LLC	217,427	0.44%	$1.3M	-7,087 (-3.2%)
8	Empowered Funds, LLC	217,131	0.44%	$1.3M	-15,000 (-6.5%)
9	RENAISSANCE TECHNOLOGIES LLC	182,714	0.37%	$1.1M	+20,244 (+12.5%)
10	STATE STREET CORP	133,777	0.27%	$796K	+56 (+0.0%)
11	SEGALL BRYANT & HAMILL, LLC	93,209	0.19%	$555K	—
12	NORTHERN TRUST CORP	84,973	0.17%	$506K	+2,850 (+3.5%)
13	MORGAN STANLEY	82,921	0.17%	$493K	+11,765 (+16.5%)
14	Bank of New York Mellon Corp	66,514	0.14%	$396K	+1,762 (+2.7%)
15	GOLDMAN SACHS GROUP INC	59,730	0.12%	$355K	-10,848 (-15.4%)
16	Connor, Clark & Lunn Investment Management Ltd.	58,415	0.12%	$348K	+8,774 (+17.7%)
17	VANGUARD PORTFOLIO MANAGEMENT LLC	55,936	0.11%	$333K	+7,386 (+15.2%)
18	VANGUARD FIDUCIARY TRUST CO	50,850	0.10%	$303K	+585 (+1.2%)
19	Squarepoint Ops LLC	48,376	0.10%	$288K	+33,798 (+231.8%)
20	GSA CAPITAL PARTNERS LLP	40,245	0.08%	$239K	+1,059 (+2.7%)
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	27,824	0.06%	$166K	-5,237 (-15.8%)
22	PANAGORA ASSET MANAGEMENT INC	27,037	0.06%	$161K	NEW
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	25,335	0.05%	$151K	+87 (+0.3%)
24	Byrne Asset Management LLC	24,100	0.05%	$143K	NEW
25	MONEY CONCEPTS CAPITAL CORP	16,180	0.03%	$96K	+458 (+2.9%)
26	AQR CAPITAL MANAGEMENT LLC	16,122	0.03%	$96K	NEW
27	JANE STREET GROUP, LLC	15,809	0.03%	$94K	NEW
28	RHUMBLINE ADVISERS	14,063	0.03%	$84K	+299 (+2.2%)
29	BNP PARIBAS FINANCIAL MARKETS	12,849	0.03%	$76K	+11,091 (+630.9%)
30	RAYMOND JAMES FINANCIAL INC	12,500	0.03%	$74K	-90,560 (-87.9%)
31	LEVIN CAPITAL STRATEGIES, L.P.	11,803	0.02%	$70K	NEW
32	CITADEL ADVISORS LLC	11,717	0.02%	$70K	NEW
33	ALLIANCEBERNSTEIN L.P.	11,455	0.02%	$67K	+1,210 (+11.8%)
34	XTX Topco Ltd	11,395	0.02%	$68K	NEW
35	Nuveen, LLC	10,105	0.02%	$60K	—
36	DEUTSCHE BANK AG\	8,306	0.02%	$49K	NEW
37	WELLS FARGO & COMPANY/MN	7,124	0.01%	$42K	+3,941 (+123.8%)
38	Russell Investments Group, Ltd.	7,107	0.01%	$42K	+5,764 (+429.2%)
39	NEW YORK STATE COMMON RETIREMENT FUND	6,276	0.01%	$37K	—
40	CANADA LIFE ASSURANCE Co	5,788	0.01%	$34K	-436 (-7.0%)
41	UBS Group AG	5,632	0.01%	$34K	-3,417 (-37.8%)
42	Founders Capital Management	5,000	0.01%	$30K	—
43	FMR LLC	4,320	0.01%	$26K	+114 (+2.7%)
44	BARCLAYS PLC	4,104	0.01%	$24K	+1,510 (+58.2%)
45	CITIGROUP INC	3,939	0.01%	$23K	+3,547 (+904.8%)
46	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	3,916	0.01%	$23K	-376 (-8.8%)
47	JPMORGAN CHASE & CO	3,757	0.01%	$23K	-306 (-7.5%)
48	Vanguard Global Advisers, LLC	3,516	0.01%	$21K	—
49	Police & Firemen's Retirement System of New Jersey	3,263	0.01%	$19K	—
50	Tower Research Capital LLC (TRC)	3,151	0.01%	$19K	-1,816 (-36.6%)
51	ROYAL BANK OF CANADA	3,127	0.01%	$19K	+2,579 (+470.6%)
52	Institute for Wealth Management, LLC.	2,200	0.00%	$13K	NEW
53	IFP Advisors, Inc	1,782	0.00%	$11K	+16 (+0.9%)
54	PNC Financial Services Group, Inc.	1,467	0.00%	$9K	—
55	Global Retirement Partners, LLC	890	0.00%	$5K	NEW
56	Legal & General Group Plc	723	0.00%	$4K	—
57	Ameritas Investment Partners, Inc.	532	0.00%	$3K	—
58	Hilltop National Bank	473	0.00%	$3K	—
59	HARBOR CAPITAL ADVISORS, INC.	379	0.00%	$2K	+48 (+14.5%)
60	GAMMA Investing LLC	278	0.00%	$2K	+166 (+148.2%)
61	GROUP ONE TRADING LLC	200	0.00%	$1K	NEW
62	EverSource Wealth Advisors, LLC	195	0.00%	$1K	+1 (+0.5%)
63	SBI Securities Co., Ltd.	163	0.00%	$970	+8 (+5.2%)
64	Sterling Capital Management LLC	158	0.00%	$940	-121 (-43.4%)
65	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	117	0.00%	$696	-338 (-74.3%)
66	MARK SHEPTOFF FINANCIAL PLANNING, LLC	100	0.00%	$595	—
67	OSAIC HOLDINGS, INC.	73	0.00%	$434	+60 (+461.5%)
68	Smartleaf Asset Management LLC	73	0.00%	$456	—
69	Quarry LP	67	0.00%	$399	NEW
70	Allworth Financial LP	63	0.00%	$375	+51 (+425.0%)
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	44	0.00%	$262	—
72	Arax Advisory Partners	43	0.00%	$256	NEW
73	Essential Partners LLC	22	0.00%	$131	+8 (+57.1%)
74	ROTHSCHILD INVESTMENT LLC	17	0.00%	$101	+13 (+325.0%)
75	Optiver Holding B.V.	6	0.00%	$36	-72 (-92.3%)
76	Caitong International Asset Management Co., Ltd	4	0.00%	$24	NEW
77	Farther Finance Advisors, LLC	2	0.00%	$12	-164 (-98.8%)
78	SJS Investment Consulting Inc.	1	0.00%	$6	NEW
79	HUNTINGTON NATIONAL BANK	1	0.00%	$6	—

Exited since 2026-03-31 (11 filers; largest 11 shown)

PRELUDE CAPITAL MANAGEMENT, LLC	−10,829
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	−10,383
BANK OF AMERICA CORP /DE/	−10,102
ACADIAN ASSET MANAGEMENT LLC	−4,379
NewEdge Advisors, LLC	−1,168
CWM, LLC	−599
Covestor Ltd	−158
Caldwell Trust Co	−100
Root Financial Partners, LLC	−11
MAI Capital Management	−2
Sunbelt Securities, Inc.	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

No structured 13D/13G filings (XML filings began Dec 2024).

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.