NFJ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.1% ·
share flow -3.0% ·
net new positions -3.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +1 | 21.27M | $323.14M | +3 | −2 |
| Q1 2026 | 31 | -1 | 22.01M | $277.50M | +1 | −2 |
| Q4 2025 | 32 | +1 | 22.68M | $292.38M | +1 | — |
| Q3 2025 | 2 | — | 10.98M | $142.88M | — | — |
| Q3 2024 | 1 | +1 | 50.81K | $662,628 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.70M | -1.3% | $134.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 10.70M | -1.3% | $134.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 10.70M | -1.3% | $134.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 10.70M | -1.3% | $134.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.63M | -9.8% | $33.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Allspring Global Investments… | 1.67M | +1.3% | $21.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 1.23M | -4.7% | $15.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 1.21M | -5.3% | $15.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 1.21M | -5.3% | $15.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Focus Partners Wealth | 956.10K | -2.5% | $12.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 736.44K | +0.1% | $9.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Capstone Investment Advisors, Llc | 526.67K | 0.0% | $6.64M | 0.1% | Held | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 509.22K | -2.0% | $6.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 437.67K | +0.7% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 437.67K | +0.7% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 437.67K | +0.7% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 391.92K | +0.5% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 391.92K | +0.5% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 255.43K | -18.5% | $3.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 255.43K | -18.5% | $3.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Creative Planning | 187.94K | -3.9% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 168.97K | -8.6% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 168.97K | -8.6% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 56.40K | +0.3% | $711,204 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 48.90K | +17.5% | $616,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 46.22K | -1.2% | $588,317 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 44.93K | +13.8% | $566,542 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 41.66K | +39.9% | $525,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 37.48K | -35.2% | $472,574 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 35.76K | -9.7% | $443,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 27.21K | +31173.6% | $343,092 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 15.62K | +17.2% | $196,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 14.55K | -9.8% | $183,536 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 7.15K | -31.4% | $90,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 7.15K | -31.4% | $90,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 5.69K | -1.9% | $71,776 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cwm, Llc | 3.20K | +0.4% | $40,313 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 2.90K | New | $36,619 | 0.0% | New | 1 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 1.80K | 0.0% | $23,058 | 0.0% | Held | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 677 | +1.5% | $8,395 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 677 | +1.5% | $8,395 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 1 | -93.3% | $13 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $36,619 | 0.0% |
Exited
| Jane Street Group, Llc | $613,190 | was 0.0% |
| Ameriprise Financial Inc | $153,115 | was 0.0% |
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