NH Spartan 500 Index - Balanced Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2017 to Q4 2025

Type / Class
Equity / Balanced
Price per share
$69.38
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
32,127
Total reported value
$2,228,943
% of total 13F portfolios
0%
Share change
+32,127
Value change
+$2,228,943
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 1 institutional investors reported holding 32,127 shares of NH Spartan 500 Index - Balanced.

Institutional Holders of NH Spartan 500 Index - Balanced across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 32,127 $2,228,943 +$2,228,943 $69.38 1
2023 Q1 0 $0 -$367,000 $69.38 0
2022 Q4 9,828 $367,000 -$24,497 $37.34 1
2022 Q3 10,484 $365,000 $34.82 1
2022 Q2 10,484 $383,000 $36.53 1
2022 Q1 10,484 $457,000 $43.59 1
2021 Q4 10,484 $479,000 $45.69 1
2021 Q3 10,484 $432,000 $41.21 1
2021 Q2 10,484 $429,000 $40.92 1
2021 Q1 10,484 $396,000 $37.77 1
2020 Q4 10,484 $373,000 -$32,945 $35.58 1
2020 Q3 11,410 $362,000 $31.73 1
2020 Q2 11,410 $332,000 $29.10 1
2020 Q1 11,410 $276,000 -$4,000 $24.19 1
2019 Q4 11,534 $347,000 +$343,000 $31.16 2
2019 Q2 124 $3,000 $24.19 1
2019 Q1 124 $3,000 $24.19 1
2018 Q4 124 $3,000 $24.19 1
2017 Q3 0 $0 -$217,000 $69.38 0
2017 Q2 10,104 $217,000 +$4,575 $21.48 1
2017 Q1 9,891 $206,000 +$206,000 $20.83 1