NFJ — 机构持有人 (13F)

137 家申报者 · $557.0M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构 价值 股份 % 已追踪的13F 类型
MORGAN STANLEY $157789074 10387693 28.33% 股份
Saba Capital Management, L.P. $155191719 10216703 27.86% 股份
BANK OF AMERICA CORP /DE/ $37850411 2491798 6.80% 股份
Allspring Global Investments Holdings, LLC $26415152 1738983 4.74% 股份
STIFEL FINANCIAL CORP $18983497 1249735 3.41% 股份
Invesco Ltd. $17418434 1146704 3.13% 股份
Advisors Asset Management, Inc. $15353730 1191135 2.76% 股份
Focus Partners Wealth $14091332 927671 2.53% 股份
LPL Financial LLC $11326638 745664 2.03% 股份
Arete Wealth Advisors, LLC $8021474 528076 1.44% 股份
ROYAL BANK OF CANADA $7596000 500096 1.36% 股份
GUGGENHEIM CAPITAL LLC $7058261 464665 1.27% 股份
RAYMOND JAMES FINANCIAL INC $6648200 437670 1.19% 股份
WELLS FARGO & COMPANY/MN $5769737 379838 1.04% 股份
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $4342270 285864 0.78% 股份
UBS Group AG $4106252 270326 0.74% 股份
CAPSTONE INVESTMENT ADVISORS, LLC $3853232 253669 0.69% 股份
OSAIC HOLDINGS, INC. $2917187 192037 0.52% 股份
Creative Planning $2771107 182430 0.50% 股份
Advisor OS, LLC $2539769 167200 0.46% 股份
EVOLVE PRIVATE WEALTH, LLC $2482866 163454 0.45% 股份
Kestra Advisory Services, LLC $1921653 126508 0.35% 股份
D.A. DAVIDSON & CO. $1446470 95225 0.26% 股份
READYSTATE ASSET MANAGEMENT LP $1411698 92936 0.25% 股份
Navis Wealth Advisors, LLC $1382290 91000 0.25% 股份
NewEdge Advisors, LLC $1358965 89464 0.24% 股份
North Ground Capital $1357789 89387 0.24% 股份
Modern Wealth Management, LLC $1341701 88328 0.24% 股份
CHOREO, LLC $1081364 71189 0.19% 股份
Atlas Wealth LLC $1045406 68822 0.19% 股份
Opal Wealth Advisors, LLC $1034060 68075 0.19% 股份
STEPHENS INC /AR/ $997710 65682 0.18% 股份
WOLVERINE ASSET MANAGEMENT LLC $970413 63885 0.17% 股份
Merit Financial Group, LLC $911101 59980 0.16% 股份
Fund Advisors of America Inc/FL $903295 59466 0.16% 股份
Integrated Wealth Concepts LLC $841929 55427 0.15% 股份
&PARTNERS $841142 55456 0.15% 股份
Beckerman Institutional, LLC $834614 54945 0.15% 股份
COMMONWEALTH EQUITY SERVICES, LLC $773310 50909 0.14% 股份
Global Retirement Partners, LLC $751905 49500 0.13% 股份
CSS LLC/IL $729439 48021 0.13% 股份
Baird Financial Group, Inc. $721469 47496 0.13% 股份
BENJAMIN EDWARDS INC $713002 46932 0.13% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $697688 46052 0.13% 股份
INDEPENDENT FINANCIAL GROUP, LLC $695436 45782 0.12% 股份
Farther Finance Advisors, LLC $676973 44567 0.12% 股份
UHLMANN PRICE SECURITIES, LLC $669002 44040 0.12% 股份
Mariner, LLC $654136 43064 0.12% 股份
Closed-End Fund Advisors, Inc. $653930 43050 0.12% 股份
Pointe Capital Management LLC $644983 42461 0.12% 股份
ACCREDITED INVESTOR SERVICES, LLC $640122 42141 0.11% 股份
ENVESTNET ASSET MANAGEMENT INC $609426 40120 0.11% 股份
Avidian Wealth Enterprises, LLC $531939 35019 0.10% 股份
DIVERSIFY WEALTH MANAGEMENT, LLC $488891 32270 0.09% 股份
Diversify Advisory Services, LLC $488891 32270 0.09% 股份
SAX WEALTH ADVISORS, LLC $454401 36035 0.08% 股份
Cetera Investment Advisers $448188 29505 0.08% 股份
Sanctuary Advisors, LLC $439317 28921 0.08% 股份
Venture Visionary Partners LLC $425168 27990 0.08% 股份
Kovack Advisors, Inc. $417904 27494 0.08% 股份
FIFTH THIRD BANCORP $417026 27454 0.07% 股份
Ionic Capital Management LLC $408429 26888 0.07% 股份
Core Wealth Advisors, Inc. $408322 26881 0.07% 股份
LEVEL FOUR ADVISORY SERVICES, LLC $361803 23818 0.06% 股份
COMERICA BANK $354501 27502 0.06% 股份
XTX Topco Ltd $353745 23288 0.06% 股份
Comprehensive Money Management Services LLC $348611 22950 0.06% 股份
Jupiter Wealth Management LLC $325393 21421 0.06% 股份
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $303800 20000 0.05% 股份
Yakira Capital Management, Inc. $265384 17471 0.05% 股份
ASHTON THOMAS SECURITIES, LLC $264686 17425 0.05% 股份
Steward Partners Investment Advisory, LLC $263607 17354 0.05% 股份
Pinnacle Wealth Planning Services, Inc. $259415 17078 0.05% 股份
Permanent Capital Management, LP $258594 17024 0.05% 股份
ELEVATION POINT WEALTH PARTNERS, LLC $254250 16738 0.05% 股份
Vestmark Advisory Solutions, Inc. $254250 16738 0.05% 股份
Stratos Wealth Partners, LTD. $246670 16238 0.04% 股份
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $244720 16100 0.04% 股份
Occidental Asset Management, LLC $237936 15664 0.04% 股份
TRUIST FINANCIAL CORP $236953 15599 0.04% 股份
Rockefeller Capital Management L.P. $234327 15426 0.04% 股份
Procyon Advisors, LLC $232650 15316 0.04% 股份
Shaker Financial Services, LLC $228230 15025 0.04% 股份
Capital Investment Advisors, LLC $222425 14643 0.04% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $219025 14419 0.04% 股份
COMMERCE BANK $213085 14028 0.04% 股份
Alteri Wealth LLC $211035 13893 0.04% 股份
HighTower Advisors, LLC $209193 13772 0.04% 股份
MGO ONE SEVEN LLC $206206 13575 0.04% 股份
Atria Wealth Solutions, Inc. $201905 16273 0.04% 股份
Vanguard Capital Wealth Advisors $199831 13155 0.04% 股份
CARY STREET PARTNERS FINANCIAL LLC $191440 12603 0.03% 股份
OLIVER LAGORE VANVALIN INVESTMENT GROUP $185650 15305 0.03% 股份
Berry Wealth Group, LP $184689 12159 0.03% 股份
Private Advisor Group, LLC $180169 11861 0.03% 股份
Equitable Holdings, Inc. $179246 11800 0.03% 股份
Laird Norton Wetherby Wealth Management, LLC $169078 12996 0.03% 股份
DAVENPORT & Co LLC $162867 10722 0.03% 股份
Camelot Portfolios, LLC $158548 10438 0.03% 股份
Berger Financial Group, Inc $153412 10099 0.03% 股份
GOLDMAN SACHS GROUP INC $152994 10072 0.03% 股份
Clear Street Group Inc. $151900 10000 0.03% 股份
CHATHAM CAPITAL GROUP, INC. $151900 10000 0.03% 股份
Colonial Trust Co / SC $132681 8863 0.02% 股份
H D Vest Advisory Services $126844 10229 0.02% 股份
WPG Advisers, LLC $114578 7543 0.02% 股份
PNC Financial Services Group, Inc. $109567 7213 0.02% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $85793 5648 0.02% 股份
Allworth Financial LP $50245 3308 0.01% 股份
EverSource Wealth Advisors, LLC $45038 2965 0.01% 股份
CWM, LLC $40313 3197 0.01% 股份
HARBOUR INVESTMENTS, INC. $39588 2606 0.01% 股份
Accordant Advisory Group Inc $39494 2600 0.01% 股份
TD Waterhouse Canada Inc. $27360 1800 0.00% 股份
Ameritas Advisory Services, LLC $26218 1726 0.00% 股份
WHITTIER TRUST CO OF NEVADA INC $24622 1636 0.00% 股份
SIT INVESTMENT ASSOCIATES INC $18894 1243817 0.00% 股份
Institute for Wealth Management, LLC. $18350 1208 0.00% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $13625 897 0.00% 股份
FIDUCIARY FINANCIAL ADVISORS $12638 832 0.00% 股份
MB, LEVIS & ASSOCIATES, LLC $12532 825 0.00% 股份
SOA Wealth Advisors, LLC. $11177 736 0.00% 股份
Penserra Capital Management LLC $9371 616973 0.00% 股份
Axiom Investment Management LLC $8606 567 0.00% 股份
Pinnacle Bancorp, Inc. $8446 556 0.00% 股份
Fortis Group Advisors, LLC $3798 250 0.00% 股份
LifeSteps Financial, Inc. $3418 225 0.00% 股份
JONES FINANCIAL COMPANIES LLLP $2545 170 0.00% 股份
Cambridge Investment Research Advisors, Inc. $2275 149757 0.00% 股份
Thrivent Financial for Lutherans $2114 139164 0.00% 股份
PARK AVENUE SECURITIES LLC $595 39193 0.00% 股份
FMR LLC $410 27 0.00% 股份
M Holdings Securities, Inc. $256 16988 0.00% 股份
Janney Montgomery Scott LLC $253 16632 0.00% 股份
TSFG, LLC $15 1000 0.00% 股份
Bollard Group LLC $6 413 0.00% 股份
BESSEMER GROUP INC $5 344 0.00% 股份