NKX — Institutional owners (13F)

84 filers · $115.6M 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
MORGAN STANLEY $41,575,887 3,318,107 35.95% Shares
GUGGENHEIM CAPITAL LLC $13,984,821 1,116,107 12.09% Shares
Advisors Asset Management, Inc. $12,003,244 964,891 10.38% Shares
WELLS FARGO & COMPANY/MN $6,634,262 529,470 5.74% Shares
LPL Financial LLC $3,828,307 305,531 3.31% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,713,015 296,330 3.21% Shares
UBS Group AG $2,916,408 232,754 2.52% Shares
DKM Wealth Management, Inc. $2,663,778 212,592 2.30% Shares
MAI Capital Management $1,661,309 132,000 1.44% Shares
RAYMOND JAMES FINANCIAL INC $1,401,310 111,837 1.21% Shares
BANK OF AMERICA CORP /DE/ $1,348,300 107,606 1.17% Shares
AMERIPRISE FINANCIAL INC $1,281,602 102,283 1.11% Shares
Integrated Wealth Concepts LLC $1,211,060 96,653 1.05% Shares
JANE STREET GROUP, LLC $936,116 74,710 0.81% Shares
Private Advisor Group, LLC $922,135 73,594 0.80% Shares
Allianz Asset Management GmbH $878,353 70,100 0.76% Shares
J.W. COLE ADVISORS, INC. $826,980 66,000 0.72% Shares
D.A. DAVIDSON & CO. $812,458 64,841 0.70% Shares
NAPA WEALTH MANAGEMENT $700,005 55,249 0.61% Shares
Rareview Capital LLC $693,120 58,889 0.60% Shares
DWR WEALTH MANAGEMENT, LLC $674,556 54,138 0.58% Shares
Bridgewealth Advisory Group, LLC $667,358 53,261 0.58% Shares
ROYAL BANK OF CANADA $623,000 49,686 0.54% Shares
XTX Topco Ltd $622,754 49,701 0.54% Shares
MATHER GROUP, LLC. $594,649 47,458 0.51% Shares
Apriem Advisors $569,314 45,436 0.49% Shares
Blue Zone Wealth Advisors, LLC $547,599 43,703 0.47% Shares
PNC Financial Services Group, Inc. $508,944 40,618 0.44% Shares
Mariner, LLC $440,279 35,138 0.38% Shares
Diligent Investors, LLC $439,506 35,076 0.38% Shares
STIFEL FINANCIAL CORP $435,148 34,728 0.38% Shares
Western Wealth Management, LLC $407,589 32,529 0.35% Shares
LAZARI CAPITAL MANAGEMENT, INC. $360,375 28,761 0.31% Shares
Van Hulzen Asset Management, LLC $355,504 28,372 0.31% Shares
Pacific Wealth Strategies Group, Inc. $350,840 28,000 0.30% Shares
CITADEL ADVISORS LLC $337,170 26,909 0.29% Shares
COMMONWEALTH EQUITY SERVICES, LLC $316,720 25,277 0.27% Shares
Castle Rock Wealth Management, LLC $303,851 24,192 0.26% Shares
EHRLICH FINANCIAL GROUP $299,442 23,898 0.26% Shares
FIFTH THIRD BANCORP $299,003 23,863 0.26% Shares
Cetera Investment Advisers $294,146 23,475 0.25% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $289,800 23,000 0.25% Shares
READYSTATE ASSET MANAGEMENT LP $287,676 22,959 0.25% Shares
Creative Planning $287,543 22,948 0.25% Shares
COMERICA BANK $276,255 22,207 0.24% Shares
Modern Wealth Management, LLC $265,448 21,185 0.23% Shares
ENVESTNET ASSET MANAGEMENT INC $260,511 20,791 0.23% Shares
Peak Retirement Planning, Inc. $259,658 20,723 0.22% Shares
Tortuga Wealth Management, Inc $258,118 20,600 0.22% Shares
Strait & Sound Wealth Management LLC $247,067 19,718 0.21% Shares
OSAIC HOLDINGS, INC. $235,268 18,776 0.20% Shares
Core Wealth Partners LLC $230,865 18,425 0.20% Shares
Focus Partners Wealth $226,280 18,059 0.20% Shares
Steward Partners Investment Advisory, LLC $225,540 18,000 0.20% Shares
FLC Capital Advisors $223,661 17,850 0.19% Shares
MKT Advisors LLC $222,425 17,709 0.19% Shares
Pure Financial Advisors, LLC $214,188 17,094 0.19% Shares
Perigon Wealth Management, LLC $212,384 16,950 0.18% Shares
MML INVESTORS SERVICES, LLC $192,781 15,386 0.17% Shares
McGowan Group Asset Management, Inc. $183,984 14,683 0.16% Shares
Snowden Capital Advisors LLC $181,325 14,462 0.16% Shares
Farther Finance Advisors, LLC $172,456 13,823 0.15% Shares
LYELL WEALTH MANAGEMENT, LP $171,836 13,714 0.15% Shares
Maia Wealth LLC $160,985 12,848 0.14% Shares
Mutual Advisors, LLC $154,670 12,344 0.13% Shares
Tamar Securities, LLC $137,830 11,000 0.12% Shares
GREAT VALLEY ADVISOR GROUP, INC. $131,565 10,500 0.11% Shares
INDEPENDENT FINANCIAL GROUP, LLC $125,300 10,000 0.11% Shares
PRIVATE TRUST CO NA $112,770 9,000 0.10% Shares
Rockefeller Capital Management L.P. $75,719 6,043 0.07% Shares
HOLLENCREST CAPITAL MANAGEMENT $72,950 5,822 0.06% Shares
PETERSON WEALTH MANAGEMENT $33,775 2,696 0.03% Shares
Golden State Wealth Management, LLC $25,862 2,064 0.02% Shares
WOLFF WIESE MAGANA LLC $18,795 1,500 0.02% Shares
LifeSteps Financial, Inc. $9,398 750 0.01% Shares
1620 INVESTMENT ADVISORS, INC. $6,716 536 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $6,566 524 0.01% Shares
Daytona Street Capital LLC $3,925 308 0.00% Shares
WHITTIER TRUST CO $2,518 200 0.00% Shares
WEDBUSH SECURITIES INC $997 79,581 0.00% Shares
Janney Montgomery Scott LLC $152 12,100 0.00% Shares
Penserra Capital Management LLC $43 3,450 0.00% Shares
CITIGROUP INC $38 3 0.00% Shares
FNY Investment Advisers, LLC $11 900 0.00% Shares