NRC Health (NRC): Institutional investors report up to 9.0% ownership stakes

Rhea-AI Filing Summary

NRC Health received an amended Schedule 13G (Amendment No. 13) reporting institutional ownership of its common stock. Kayne Anderson Rudnick Investment Management, LLC reports beneficial ownership of 2,030,492 shares, representing 9.0% of the common stock, with both sole and shared voting and dispositive powers across these shares. Virtus Investment Advisers, LLC reports 979,451 shares, or 4.3%, all with shared voting and dispositive power. Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund reports 922,881 shares, or 4.1%, also with shared voting and dispositive power. The Virtus-related share amounts are stated to be included within the totals reported by the related upstream entities.

Key Figures

Kayne Anderson Rudnick shares: 2,030,492 shares Kayne Anderson Rudnick ownership percentage: 9.0% Virtus Investment Advisers shares: 979,451 shares +5 more

8 metrics

Kayne Anderson Rudnick shares 2,030,492 shares Beneficially owned NRC Health common stock; 9.0% of class

Kayne Anderson Rudnick ownership percentage 9.0% Percent of NRC Health common stock class beneficially owned

Virtus Investment Advisers shares 979,451 shares Beneficially owned NRC Health common stock; 4.3% of class

Virtus Investment Advisers ownership percentage 4.3% Percent of NRC Health common stock class beneficially owned

Virtus KAR Small-Cap Growth Fund shares 922,881 shares Beneficially owned NRC Health common stock; 4.1% of class

Virtus KAR Small-Cap Growth Fund ownership percentage 4.1% Percent of NRC Health common stock class beneficially owned

Sole voting power (Kayne Anderson Rudnick) 709,471 shares NRC Health shares with sole voting power reported

Shared voting power (Kayne Anderson Rudnick) 1,290,801 shares NRC Health shares with shared voting power reported

Key Terms

beneficially owned, sole voting power, shared dispositive power, percent of class, +2 more

6 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned:"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole voting power financial

"5 | Sole Voting Power 709,471.00 6 | Shared Voting Power"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

shared dispositive power financial

"8 | Shared Dispositive Power 1,290,801.00"

percent of class financial

"(b) | Percent of class: (1)Kayne Anderson Rudnick"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

Schedule 13G regulatory

"Ownership of 5 percent or less of a class Item 6"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

investment company financial

"A listing of the shareholders of an investment company registered"

FAQ

What ownership stake in NRC (NRC Health) does Kayne Anderson Rudnick report?

Kayne Anderson Rudnick Investment Management, LLC reports beneficial ownership of 2,030,492 shares of NRC Health common stock, representing 9.0% of the class, with a mix of sole and shared voting and dispositive powers over these shares.

How many NRC (NRC Health) shares does Virtus Investment Advisers, LLC hold?

Virtus Investment Advisers, LLC reports beneficial ownership of 979,451 shares of NRC Health common stock, representing 4.3% of the class, all held with shared voting and shared dispositive power according to the Schedule 13G/A filing.

What is the NRC (NRC Health) position of Virtus KAR Small-Cap Growth Fund?

Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund reports beneficial ownership of 922,881 shares of NRC Health common stock, or 4.1% of the class, with shared voting and shared dispositive power over these shares.

Do the Virtus-related NRC (NRC Health) share amounts overlap in this 13G/A?

Yes. The filing states that the share amounts reported for Virtus Investment Advisers, LLC and Virtus Equity Trust are also included in the amounts reported by their related upstream reporting entities, avoiding double counting of the same positions.

What voting powers are reported over NRC (NRC Health) shares in this filing?

Kayne Anderson Rudnick reports 709,471 shares with sole voting power and 1,290,801 with shared voting power. Virtus Investment Advisers and Virtus Equity Trust each report only shared voting power over their respective NRC Health share positions.

Does any other person have rights to NRC (NRC Health) dividends or sale proceeds?

The filing explains that, for securities owned by registered investment companies, only the custodian has the right to receive dividends and sale proceeds, while shareholders of such funds participate proportionately in dividends and distributions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/13/2026 - 04:07 PM Accepted by SEC EDGAR 08/13/2026 - 04:05 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 13)

NRC Health

(Name of Issuer)

Common Stock

(Title of Class of Securities)

637372202

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 637372202

1

Names of Reporting Persons

Kayne Anderson Rudnick Investment Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 709,471.00
6	Shared Voting Power 1,290,801.00
7	Sole Dispositive Power 739,691.00
8	Shared Dispositive Power 1,290,801.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,030,492.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.0 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 637372202

1

Names of Reporting Persons

Virtus Investment Advisers, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MASSACHUSETTS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 979,451.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 979,451.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

979,451.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.3 %

12

Type of Reporting Person (See Instructions)

IA

Comment for Type of Reporting Person: The amounts reported on this page are also included in the amounts reported by Kayne Anderson Rudnick Investment Management, LLC on this Schedule 13G.

SCHEDULE 13G

CUSIP Number(s): 637372202

1

Names of Reporting Persons

Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 922,881.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 922,881.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

922,881.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.1 %

12

Type of Reporting Person (See Instructions)

IV

Comment for Type of Reporting Person: The amounts reported on this page are also included in the amounts reported by Virtus Investment Advisers, LLC on this Schedule 13G.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: NRC Health
(b)	Address of issuer's principal executive offices: 1245 Q STREET, LINCOLN, NE, 68508
Item 2.
(a)	Name of person filing: (1) Kayne Anderson Rudnick Investment Management, LLC (2) Virtus Investment Advisers, LLC (3) Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund
(b)	Address or principal business office or, if none, residence: (1) Kayne Anderson Rudnick Investment Management, LLC - 2000 Avenue of the Stars, Suite 1110, Los Angeles, CA 90067, United States (2) Virtus Investment Advisers, LLC - One Financial Plaza, Hartford, CT 06103, United States (3) Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund - 101 Munson Street, Greenfield, MA 01301, United States
(c)	Citizenship: (1) Kayne Anderson Rudnick Investment Management, LLC - CALIFORNIA (2) Virtus Investment Advisers, LLC - MASSACHUSETTS (3) Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund- DELAWARE
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 637372202
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: (1)Kayne Anderson Rudnick Investment Management,LLC:2,030,492 (2)Virtus Investment Advisers,LLC:979,451 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:922,881
(b)	Percent of class: (1)Kayne Anderson Rudnick Investment Management,LLC:9.0 (2)Virtus Investment Advisers,LLC:4.3 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:4.1
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: (1)Kayne Anderson Rudnick Investment Management,LLC:709,471 (2)Virtus Investment Advisers,LLC:0 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:0
	(ii) Shared power to vote or to direct the vote: (1)Kayne Anderson Rudnick Investment Management,LLC:1,290,801 (2)Virtus Investment Advisers,LLC:979,451 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:922,881
	(iii) Sole power to dispose or to direct the disposition of: (1)Kayne Anderson Rudnick Investment Management,LLC:739,691 (2)Virtus Investment Advisers,LLC:0 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:0
	(iv) Shared power to dispose or to direct the disposition of: (1)Kayne Anderson Rudnick Investment Management,LLC:1,290,801 (2)Virtus Investment Advisers,LLC:979,451 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:922,881
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. With respect to securities owned by a registered investment company included in this filing, only the custodian for such investment company, has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. No other person is known to have such right, except that the shareholders of such investment company participate proportionately in any dividends and distributions so paid.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Kayne Anderson Rudnick Investment Management, LLC

Signature:	/s/Michael Shoemaker
Name/Title:	Chief Compliance Officer
Date:	08/13/2026

Virtus Investment Advisers, LLC

Signature:	/s/James Sena
Name/Title:	Chief Compliance Officer
Date:	08/13/2026

Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund

Signature:	/s/Daphne Chisolm
Name/Title:	Vice President, Counsel and Assistant Secretary
Date:	08/13/2026