% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for NFJ in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,702,63110.7M | $135M | — | — |
| 2 | Saba Capital Management, L.P. | 10,213,19410.2M | $129M | — | ADD 18% |
| 3 | BANK OF AMERICA CORP /DE/ | 2,627,9542.6M | $33M | — | TRIM -10% |
| 4 | Allspring Global Investments Holdings, LLC | 1,673,2731.7M | $21M | — | — |
| 5 | STIFEL FINANCIAL CORP | 1,228,0141.2M | $15M | — | TRIM -5% |
| 6 | Invesco Ltd. | 1,214,4581.2M | $15M | — | TRIM -5% |
| 7 | Focus Partners Wealth | 956,102956,102 | $12M | — | TRIM -3% |
| 8 | Advisors Asset Management, Inc. | 862,480862,480 | $11M | — | TRIM -28% |
| 9 | LPL Financial LLC | 736,439736,439 | $9M | — | — |
| 10 | Penserra Capital Management LLC | 593,440593,440 | $7M | — | ADD 10% |
| 11 | Arete Wealth Advisors, LLC | 533,912533,912 | $7M | — | NEW |
| 12 | CAPSTONE INVESTMENT ADVISORS, LLC | 526,672526,672 | $7M | — | — |
| 13 | ROYAL BANK OF CANADA | 509,218509,218 | $6M | — | — |
| 14 | SIT INVESTMENT ASSOCIATES INC | 470,641470,641 | $6M | — | NEW |
| 15 | GUGGENHEIM CAPITAL LLC | 449,895449,895 | $6M | — | TRIM -26% |
| 16 | RAYMOND JAMES FINANCIAL INC | 437,669437,669 | $6M | — | — |
| 17 | WELLS FARGO & COMPANY/MN | 391,920391,920 | $5M | — | — |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 288,968288,968 | $4M | — | ADD 2% |
| 19 | UBS Group AG | 255,427255,427 | $3M | — | TRIM -18% |
| 20 | Creative Planning | 187,935187,935 | $2M | — | TRIM -4% |
| 21 | EVOLVE PRIVATE WEALTH, LLC | 172,743172,743 | $2M | — | — |
| 22 | OSAIC HOLDINGS, INC. | 168,975168,975 | $2M | — | TRIM -9% |
| 23 | Shaker Financial Services, LLC | 156,527156,527 | $2M | — | TRIM -29% |
| 24 | Thrivent Financial for Lutherans | 148,164148,164 | $2M | — | TRIM -5% |
| 25 | Integrated Wealth Concepts LLC | 124,099124,099 | $2M | — | TRIM -6% |
| 26 | Kestra Advisory Services, LLC | 117,719117,719 | $1M | — | TRIM -3% |
| 27 | D.A. DAVIDSON & CO. | 96,04096,040 | $1M | — | ADD 4% |
| 28 | Modern Wealth Management, LLC | 88,87888,878 | $1M | — | TRIM -12% |
| 29 | CHOREO, LLC | 80,70480,704 | $1M | — | — |
| 30 | Opal Wealth Advisors, LLC | 74,13174,131 | $934,792 | — | — |
| 31 | Pathstone Holdings, LLC | 72,33272,332 | $912,099 | — | TRIM -85% |
| 32 | &PARTNERS | 66,81666,816 | $842,549 | — | ADD 59% |
| 33 | Merit Financial Group, LLC | 60,83760,837 | $767,149 | — | — |
| 34 | STEPHENS INC /AR/ | 58,96858,968 | $743,586 | — | ADD 9% |
| 35 | Fund Advisors of America Inc/FL | 58,61058,610 | $739,078 | — | — |
| 36 | BENJAMIN EDWARDS INC | 57,91857,918 | $730,436 | — | TRIM -6% |
| 37 | Baird Financial Group, Inc. | 56,40056,400 | $711,204 | — | — |
| 38 | Beckerman Institutional, LLC | 55,42955,429 | $698,962 | — | — |
| 39 | Advisor OS, LLC | 52,07252,072 | $656,629 | — | ADD 5% |
| 40 | Cambridge Investment Research Advisors, Inc. | 49,96849,968 | $630,000 | — | — |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 48,89748,897 | $616,590 | — | ADD 17% |
| 42 | INDEPENDENT FINANCIAL GROUP, LLC | 46,84146,841 | $590,669 | — | ADD 2% |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 46,21546,215 | $588,317 | — | — |
| 44 | Closed-End Fund Advisors, Inc. | 46,18446,184 | $582,380 | — | — |
| 45 | ACCREDITED INVESTOR SERVICES, LLC | 46,14346,143 | $581,863 | — | TRIM -7% |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,92844,928 | $566,542 | — | ADD 14% |
| 47 | WealthShield Partners, LLC | 44,44944,449 | $560,502 | — | TRIM -9% |
| 48 | UHLMANN PRICE SECURITIES, LLC | 43,17443,174 | $544,429 | — | ADD 2% |
| 49 | Pointe Capital Management LLC | 42,55642,556 | $536,631 | — | — |
| 50 | ENVESTNET ASSET MANAGEMENT INC | 41,66141,661 | $525,348 | — | ADD 40% |
| 51 | PARK AVENUE SECURITIES LLC | 41,27541,275 | $520,000 | — | NEW |
| 52 | Ionic Capital Management LLC | 40,00040,000 | $504,400 | — | — |
| 53 | Cetera Investment Advisers | 37,47637,476 | $472,574 | — | TRIM -35% |
| 54 | SAX WEALTH ADVISORS, LLC | 36,03536,035 | $464,491 | — | — |
| 55 | DIVERSIFY WEALTH MANAGEMENT, LLC | 32,27032,270 | $452,103 | — | NEW |
| 56 | Mariner, LLC | 35,75835,758 | $443,808 | — | TRIM -10% |
| 57 | Avidian Wealth Enterprises, LLC | 35,01935,019 | $441,590 | — | ADD 17% |
| 58 | Sanctuary Advisors, LLC | 28,92128,921 | $364,700 | — | — |
| 59 | Venture Visionary Partners LLC | 27,99027,990 | $352,954 | — | — |
| 60 | FIFTH THIRD BANCORP | 27,20827,208 | $343,092 | — | ADD 31174% |
| 61 | Jupiter Wealth Management LLC | 21,42121,421 | $311,897 | — | NEW |
| 62 | Comprehensive Money Management Services LLC | 24,45024,450 | $308,315 | — | TRIM -2% |
| 63 | LEVEL FOUR ADVISORY SERVICES, LLC | 23,37023,370 | $294,698 | — | — |
| 64 | Kovack Advisors, Inc. | 21,17721,177 | $272,241 | — | ADD 11% |
| 65 | Private Advisor Group, LLC | 21,52021,520 | $271,370 | — | TRIM -3% |
| 66 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 20,00020,000 | $252,200 | — | — |
| 67 | Procyon Advisors, LLC | 18,31618,316 | $230,965 | — | ADD 20% |
| 68 | Janney Montgomery Scott LLC | 18,22918,229 | $230,000 | — | ADD 2% |
| 69 | M Holdings Securities, Inc. | 16,20516,205 | $226,000 | — | TRIM -9% |
| 70 | Pinnacle Wealth Planning Services, Inc. | 17,76917,769 | $224,067 | — | TRIM -9% |
| 71 | ASHTON THOMAS SECURITIES, LLC | 17,42517,425 | $219,729 | — | — |
| 72 | Stratos Wealth Partners, LTD. | 17,33417,334 | $218,591 | — | TRIM -3% |
| 73 | Vestmark Advisory Solutions, Inc. | 17,31817,318 | $218,380 | — | — |
| 74 | ELEVATION POINT WEALTH PARTNERS, LLC | 17,31817,318 | $218,380 | — | — |
| 75 | Core Wealth Advisors, Inc. | 17,20317,203 | $216,930 | — | NEW |
| 76 | Occidental Asset Management, LLC | 16,85016,850 | $212,479 | — | — |
| 77 | Capital Investment Advisors, LLC | 16,43616,436 | $207,257 | — | TRIM -4% |
| 78 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 16,10016,100 | $207,046 | — | — |
| 79 | HighTower Advisors, LLC | 15,61815,618 | $196,938 | — | ADD 17% |
| 80 | DAVENPORT & Co LLC | 15,47215,472 | $195,102 | — | TRIM -16% |
| 81 | Steward Partners Investment Advisory, LLC | 14,73114,731 | $185,758 | — | ADD 10% |
| 82 | Rockefeller Capital Management L.P. | 14,55414,554 | $183,536 | — | TRIM -10% |
| 83 | COMMERCE BANK | 14,02814,028 | $176,893 | — | — |
| 84 | Alteri Wealth LLC | 13,89313,893 | $175,191 | — | — |
| 85 | Vanguard Capital Wealth Advisors | 12,90512,905 | $162,727 | — | ADD 2% |
| 86 | Camelot Portfolios, LLC | 12,79612,796 | $161,359 | — | TRIM -5% |
| 87 | CARY STREET PARTNERS FINANCIAL LLC | 12,60312,603 | $158,924 | — | — |
| 88 | Equitable Holdings, Inc. | 11,77111,771 | $151,728 | — | ADD 14% |
| 89 | Berry Wealth Group, LP | 11,94911,949 | $150,683 | — | ADD 2% |
| 90 | WEDBUSH SECURITIES INC | 10,51410,514 | $133,000 | — | — |
| 91 | Farther Finance Advisors, LLC | 10,18610,186 | $130,992 | — | ADD 2154% |
| 92 | Berger Financial Group, Inc | 10,02310,023 | $126,387 | — | NEW |
| 93 | CHATHAM CAPITAL GROUP, INC. | 10,00010,000 | $126,100 | — | — |
| 94 | Colonial Trust Co / SC | 8,8638,863 | $114,344 | — | — |
| 95 | NewEdge Advisors, LLC | 105,272105,272 | $105,272 | — | — |
| 96 | WPG Advisers, LLC | 7,7547,754 | $97,778 | — | ADD 5% |
| 97 | PNC FINANCIAL SERVICES GROUP, INC. | 7,1537,153 | $90,203 | — | TRIM -31% |
| 98 | Western Wealth Management, LLC | 7,1467,146 | $90,111 | — | NEW |
| 99 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,6925,692 | $71,776 | — | — |
| 100 | Allworth Financial LP | 3,2903,290 | $41,490 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 11.3M | 11.0M | 10.9M | 11.0M | 10.8M | 10.7M | $135M |
| Saba Capital Management, L.P. | 8.2M | 7.6M | 7.7M | 7.5M | 8.6M | 10.2M | $129M |
| BANK OF AMERICA CORP /DE/ | 3.5M | 3.3M | 3.4M | 3.4M | 2.9M | 2.6M | $33M |
| Allspring Global Investments Holdings, LLC | 1.5M | 1.4M | 1.5M | 1.6M | 1.7M | 1.7M | $21M |
| STIFEL FINANCIAL CORP | 1.1M | 1.1M | 1.2M | 1.2M | 1.3M | 1.2M | $15M |
| Invesco Ltd. | 1.5M | 1.5M | 1.5M | 1.5M | 1.3M | 1.2M | $15M |
| Focus Partners Wealth | — | — | — | — | 981K | 956K | $12M |
| Advisors Asset Management, Inc. | 1.5M | 1.3M | 1.4M | 1.3M | 1.2M | 862K | $11M |
| LPL Financial LLC | 217K | 594K | 605K | 641K | 736K | 736K | $9M |
| Penserra Capital Management LLC | 377K | 381K | 393K | 491K | 542K | 593K | $7M |
| Arete Wealth Advisors, LLC | 522K | — | — | — | — | 534K | $7M |
| CAPSTONE INVESTMENT ADVISORS, LLC | 527K | 527K | 527K | 527K | 527K | 527K | $7M |
| ROYAL BANK OF CANADA | 114K | 459K | 942K | 492K | 519K | 509K | $6M |
| SIT INVESTMENT ASSOCIATES INC | 164K | 164K | 164K | 194K | — | 471K | $6M |
| GUGGENHEIM CAPITAL LLC | 907K | 782K | 675K | 608K | 608K | 450K | $6M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Saba Capital Management, L.P. | +1,573,163 | $20M | ADD |
| Arete Wealth Advisors, LLC | +533,912 | $7M | OPEN |
| SIT INVESTMENT ASSOCIATES INC | +470,641 | $6M | OPEN |
| Penserra Capital Management LLC | +51,828 | $653,551 | ADD |
| PARK AVENUE SECURITIES LLC | +41,275 | $520,478 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Pathstone Holdings, LLC | −414,684 | $5M | TRIM |
| Karpus Management, Inc. | −413,044 | $5M | CLOSE |
| Advisors Asset Management, Inc. | −327,590 | $4M | TRIM |
| BANK OF AMERICA CORP /DE/ | −285,967 | $4M | TRIM |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | −211,538 | $3M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 123 | 38,174,276 | — | $480M |
| 2025-Q4 | 128 | 38,013,166 | — | $490M |
| 2025-Q3 | 122 | 38,666,601 | — | $503M |
| 2025-Q2 | 135 | 40,457,527 | — | $502M |
| 2025-Q1 | 126 | 40,836,753 | — | $496M |
| 2024-Q4 | 131 | 42,278,077 | — | $534M |
| 2024-Q3 | 130 | 42,413,098 | — | $566M |
| 2024-Q2 | 129 | 40,420,744 | — | $496M |
| 2024-Q1 | 128 | 61,616,651 | — | $786M |
| 2023-Q4 | 130 | 49,473,253 | — | $623M |
| 2023-Q3 | 136 | 38,122,312 | — | $432M |
| 2023-Q2 | 130 | 36,233,410 | — | $442M |
| 2023-Q1 | 131 | 36,977,696 | — | $435M |
| 2022-Q4 | 123 | 34,214,576 | — | $386M |
| 2022-Q3 | 112 | 32,453,332 | — | $347M |
| 2022-Q2 | 119 | 32,105,008 | — | $373M |
| 2022-Q1 | 102 | 32,759,920 | — | $472M |
| 2021-Q4 | 111 | 33,847,355 | — | $544M |
| 2021-Q3 | 108 | 33,397,260 | — | $495M |
| 2021-Q2 | 106 | 34,114,855 | — | $514M |
| 2021-Q1 | 109 | 34,757,195 | — | $478M |
| 2020-Q4 | 8 | 2,558,598 | — | $35M |
| 2020-Q3 | 2 | 924 | — | $12,080 |
| 2020-Q2 | 2 | 924 | — | $11,708 |
| 2020-Q1 | 1 | 324 | — | $5,000 |
| 2019-Q4 | 1 | 324 | — | $5,000 |
| 2019-Q3 | 1 | 324 | — | $5,000 |
| 2019-Q2 | 1 | 324 | — | $5,000 |
| 2019-Q1 | 1 | 324 | — | $5,000 |
