NFJ — 기관 투자자 (13F)

137개의 제출자 · $557.0M 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 가치 주식 % 추적된 13F 중 유형
MORGAN STANLEY $157,789,074 10,387,693 28.33% 주식
Saba Capital Management, L.P. $155,191,719 10,216,703 27.86% 주식
BANK OF AMERICA CORP /DE/ $37,850,411 2,491,798 6.80% 주식
Allspring Global Investments Holdings, LLC $26,415,152 1,738,983 4.74% 주식
STIFEL FINANCIAL CORP $18,983,497 1,249,735 3.41% 주식
Invesco Ltd. $17,418,434 1,146,704 3.13% 주식
Advisors Asset Management, Inc. $15,353,730 1,191,135 2.76% 주식
Focus Partners Wealth $14,091,332 927,671 2.53% 주식
LPL Financial LLC $11,326,638 745,664 2.03% 주식
Arete Wealth Advisors, LLC $8,021,474 528,076 1.44% 주식
ROYAL BANK OF CANADA $7,596,000 500,096 1.36% 주식
GUGGENHEIM CAPITAL LLC $7,058,261 464,665 1.27% 주식
RAYMOND JAMES FINANCIAL INC $6,648,200 437,670 1.19% 주식
WELLS FARGO & COMPANY/MN $5,769,737 379,838 1.04% 주식
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $4,342,270 285,864 0.78% 주식
UBS Group AG $4,106,252 270,326 0.74% 주식
CAPSTONE INVESTMENT ADVISORS, LLC $3,853,232 253,669 0.69% 주식
OSAIC HOLDINGS, INC. $2,917,187 192,037 0.52% 주식
Creative Planning $2,771,107 182,430 0.50% 주식
Advisor OS, LLC $2,539,769 167,200 0.46% 주식
EVOLVE PRIVATE WEALTH, LLC $2,482,866 163,454 0.45% 주식
Kestra Advisory Services, LLC $1,921,653 126,508 0.35% 주식
D.A. DAVIDSON & CO. $1,446,470 95,225 0.26% 주식
READYSTATE ASSET MANAGEMENT LP $1,411,698 92,936 0.25% 주식
Navis Wealth Advisors, LLC $1,382,290 91,000 0.25% 주식
NewEdge Advisors, LLC $1,358,965 89,464 0.24% 주식
North Ground Capital $1,357,789 89,387 0.24% 주식
Modern Wealth Management, LLC $1,341,701 88,328 0.24% 주식
CHOREO, LLC $1,081,364 71,189 0.19% 주식
Atlas Wealth LLC $1,045,406 68,822 0.19% 주식
Opal Wealth Advisors, LLC $1,034,060 68,075 0.19% 주식
STEPHENS INC /AR/ $997,710 65,682 0.18% 주식
WOLVERINE ASSET MANAGEMENT LLC $970,413 63,885 0.17% 주식
Merit Financial Group, LLC $911,101 59,980 0.16% 주식
Fund Advisors of America Inc/FL $903,295 59,466 0.16% 주식
Integrated Wealth Concepts LLC $841,929 55,427 0.15% 주식
&PARTNERS $841,142 55,456 0.15% 주식
Beckerman Institutional, LLC $834,614 54,945 0.15% 주식
COMMONWEALTH EQUITY SERVICES, LLC $773,310 50,909 0.14% 주식
Global Retirement Partners, LLC $751,905 49,500 0.13% 주식
CSS LLC/IL $729,439 48,021 0.13% 주식
Baird Financial Group, Inc. $721,469 47,496 0.13% 주식
BENJAMIN EDWARDS INC $713,002 46,932 0.13% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $697,688 46,052 0.13% 주식
INDEPENDENT FINANCIAL GROUP, LLC $695,436 45,782 0.12% 주식
Farther Finance Advisors, LLC $676,973 44,567 0.12% 주식
UHLMANN PRICE SECURITIES, LLC $669,002 44,040 0.12% 주식
Mariner, LLC $654,136 43,064 0.12% 주식
Closed-End Fund Advisors, Inc. $653,930 43,050 0.12% 주식
Pointe Capital Management LLC $644,983 42,461 0.12% 주식
ACCREDITED INVESTOR SERVICES, LLC $640,122 42,141 0.11% 주식
ENVESTNET ASSET MANAGEMENT INC $609,426 40,120 0.11% 주식
Avidian Wealth Enterprises, LLC $531,939 35,019 0.10% 주식
DIVERSIFY WEALTH MANAGEMENT, LLC $488,891 32,270 0.09% 주식
Diversify Advisory Services, LLC $488,891 32,270 0.09% 주식
SAX WEALTH ADVISORS, LLC $454,401 36,035 0.08% 주식
Cetera Investment Advisers $448,188 29,505 0.08% 주식
Sanctuary Advisors, LLC $439,317 28,921 0.08% 주식
Venture Visionary Partners LLC $425,168 27,990 0.08% 주식
Kovack Advisors, Inc. $417,904 27,494 0.08% 주식
FIFTH THIRD BANCORP $417,026 27,454 0.07% 주식
Ionic Capital Management LLC $408,429 26,888 0.07% 주식
Core Wealth Advisors, Inc. $408,322 26,881 0.07% 주식
LEVEL FOUR ADVISORY SERVICES, LLC $361,803 23,818 0.06% 주식
COMERICA BANK $354,501 27,502 0.06% 주식
XTX Topco Ltd $353,745 23,288 0.06% 주식
Comprehensive Money Management Services LLC $348,611 22,950 0.06% 주식
Jupiter Wealth Management LLC $325,393 21,421 0.06% 주식
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $303,800 20,000 0.05% 주식
Yakira Capital Management, Inc. $265,384 17,471 0.05% 주식
ASHTON THOMAS SECURITIES, LLC $264,686 17,425 0.05% 주식
Steward Partners Investment Advisory, LLC $263,607 17,354 0.05% 주식
Pinnacle Wealth Planning Services, Inc. $259,415 17,078 0.05% 주식
Permanent Capital Management, LP $258,594 17,024 0.05% 주식
ELEVATION POINT WEALTH PARTNERS, LLC $254,250 16,738 0.05% 주식
Vestmark Advisory Solutions, Inc. $254,250 16,738 0.05% 주식
Stratos Wealth Partners, LTD. $246,670 16,238 0.04% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $244,720 16,100 0.04% 주식
Occidental Asset Management, LLC $237,936 15,664 0.04% 주식
TRUIST FINANCIAL CORP $236,953 15,599 0.04% 주식
Rockefeller Capital Management L.P. $234,327 15,426 0.04% 주식
Procyon Advisors, LLC $232,650 15,316 0.04% 주식
Shaker Financial Services, LLC $228,230 15,025 0.04% 주식
Capital Investment Advisors, LLC $222,425 14,643 0.04% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $219,025 14,419 0.04% 주식
COMMERCE BANK $213,085 14,028 0.04% 주식
Alteri Wealth LLC $211,035 13,893 0.04% 주식
HighTower Advisors, LLC $209,193 13,772 0.04% 주식
MGO ONE SEVEN LLC $206,206 13,575 0.04% 주식
Atria Wealth Solutions, Inc. $201,905 16,273 0.04% 주식
Vanguard Capital Wealth Advisors $199,831 13,155 0.04% 주식
CARY STREET PARTNERS FINANCIAL LLC $191,440 12,603 0.03% 주식
OLIVER LAGORE VANVALIN INVESTMENT GROUP $185,650 15,305 0.03% 주식
Berry Wealth Group, LP $184,689 12,159 0.03% 주식
Private Advisor Group, LLC $180,169 11,861 0.03% 주식
Equitable Holdings, Inc. $179,246 11,800 0.03% 주식
Laird Norton Wetherby Wealth Management, LLC $169,078 12,996 0.03% 주식
DAVENPORT & Co LLC $162,867 10,722 0.03% 주식
Camelot Portfolios, LLC $158,548 10,438 0.03% 주식
Berger Financial Group, Inc $153,412 10,099 0.03% 주식
GOLDMAN SACHS GROUP INC $152,994 10,072 0.03% 주식
Clear Street Group Inc. $151,900 10,000 0.03% 주식
CHATHAM CAPITAL GROUP, INC. $151,900 10,000 0.03% 주식
Colonial Trust Co / SC $132,681 8,863 0.02% 주식
H D Vest Advisory Services $126,844 10,229 0.02% 주식
WPG Advisers, LLC $114,578 7,543 0.02% 주식
PNC Financial Services Group, Inc. $109,567 7,213 0.02% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $85,793 5,648 0.02% 주식
Allworth Financial LP $50,245 3,308 0.01% 주식
EverSource Wealth Advisors, LLC $45,038 2,965 0.01% 주식
CWM, LLC $40,313 3,197 0.01% 주식
HARBOUR INVESTMENTS, INC. $39,588 2,606 0.01% 주식
Accordant Advisory Group Inc $39,494 2,600 0.01% 주식
TD Waterhouse Canada Inc. $27,360 1,800 0.00% 주식
Ameritas Advisory Services, LLC $26,218 1,726 0.00% 주식
WHITTIER TRUST CO OF NEVADA INC $24,622 1,636 0.00% 주식
SIT INVESTMENT ASSOCIATES INC $18,894 1,243,817 0.00% 주식
Institute for Wealth Management, LLC. $18,350 1,208 0.00% 주식
CREATIVE FINANCIAL DESIGNS INC /ADV $13,625 897 0.00% 주식
FIDUCIARY FINANCIAL ADVISORS $12,638 832 0.00% 주식
MB, LEVIS & ASSOCIATES, LLC $12,532 825 0.00% 주식
SOA Wealth Advisors, LLC. $11,177 736 0.00% 주식
Penserra Capital Management LLC $9,371 616,973 0.00% 주식
Axiom Investment Management LLC $8,606 567 0.00% 주식
Pinnacle Bancorp, Inc. $8,446 556 0.00% 주식
Fortis Group Advisors, LLC $3,798 250 0.00% 주식
LifeSteps Financial, Inc. $3,418 225 0.00% 주식
JONES FINANCIAL COMPANIES LLLP $2,545 170 0.00% 주식
Cambridge Investment Research Advisors, Inc. $2,275 149,757 0.00% 주식
Thrivent Financial for Lutherans $2,114 139,164 0.00% 주식
PARK AVENUE SECURITIES LLC $595 39,193 0.00% 주식
FMR LLC $410 27 0.00% 주식
M Holdings Securities, Inc. $256 16,988 0.00% 주식
Janney Montgomery Scott LLC $253 16,632 0.00% 주식
TSFG, LLC $15 1,000 0.00% 주식
Bollard Group LLC $6 413 0.00% 주식
BESSEMER GROUP INC $5 344 0.00% 주식