NFJ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.2% ·
share flow -0.6% ·
net new positions +3.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.84M | -1.3% | $139.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 2.91M | n/a | $37.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Allspring Global Investments… | 1.65M | n/a | $21.29M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 1.29M | n/a | $16.62M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Invesco Ltd. | 1.28M | n/a | $16.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 980.84K | n/a | $12.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 735.76K | n/a | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Capstone Investment Advisors, Llc | 526.67K | n/a | $6.79M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 519.41K | n/a | $6.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 434.46K | n/a | $5.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Wells Fargo & Company/Mn | 390.13K | n/a | $5.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 313.25K | n/a | $4.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Creative Planning | 195.50K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 184.84K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 57.82K | n/a | $745,344 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 56.23K | n/a | $724,740 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 46.77K | n/a | $617,845 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 47.57K | n/a | $613,190 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 41.62K | n/a | $536,490 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 39.58K | n/a | $510,188 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 39.47K | n/a | $508,781 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 29.77K | n/a | $383,743 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 16.13K | n/a | $207,941 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 13.33K | n/a | $171,824 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 11.88K | n/a | $153,115 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 10.42K | n/a | $134,358 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Northwestern Mutual Wealth… | 5.80K | n/a | $74,826 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 3.18K | n/a | $41,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 1.80K | n/a | $23,112 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 667 | -50.0% | $8,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 87 | n/a | $1,121 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 15 | New | $193 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $193 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 121 holders, 37.62M shares, $456.26M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 350 sh @ 15.67 · $5,484
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
2.8% of class · View original SEC filing ↗
2.8% of class · View original SEC filing ↗