104 tracked 13F filers disclose a position in NFJ as of the latest SEC 13F filings, a combined $316.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $135.0M | 10.7M | ▼−1.3% Reduced · −139K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $33.1M | 2.6M | ▼−9.8% Reduced · −286K sh | Q1 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | $21.1M | 1.7M | ▲+1.3% Added · +21K sh | Q1 2026 | |
| 4 | STIFEL FINANCIAL CORP | $15.5M | 1.2M | ▼−4.7% Reduced · −61K sh | Q1 2026 | |
| 5 | Focus Partners Wealth | $12.1M | 956K | ▼−2.5% Reduced · −25K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | $10.9M | 862K | ▼−28% Reduced · −328K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $9.3M | 736K | ▲+0.1% Added · +683 sh | Q1 2026 | |
| 8 | CAPSTONE INVESTMENT ADVISORS, LLC | $6.6M | 527K | —Held | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $6.4M | 509K | ▼−2.0% Reduced · −10K sh | Q1 2026 | |
| 10 | GUGGENHEIM CAPITAL LLC | $5.7M | 450K | ▼−26% Reduced · −158K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $5.5M | 438K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $4.9M | 392K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $4.3M | 286K | ▼−1.1% Reduced · −3K sh | Q2 2026 | |
| 14 | UBS Group AG | $3.2M | 255K | ▼−18% Reduced · −58K sh | Q1 2026 | |
| 15 | Creative Planning | $2.4M | 188K | ▼−3.9% Reduced · −8K sh | Q1 2026 | |
| 16 | EVOLVE PRIVATE WEALTH, LLC | $2.2M | 173K | ▼−0.2% Reduced · −307 sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $2.1M | 169K | ▼−8.6% Reduced · −16K sh | Q1 2026 | |
| 18 | Advisor OS, LLC | $2.5M | 167K | ▲+221% Added · +115K sh | Q2 2026 | |
| 19 | Kestra Advisory Services, LLC | $1.9M | 127K | ▲+7.5% Added · +9K sh | Q2 2026 | |
| 20 | Integrated Wealth Concepts LLC | $1.6M | 124K | ▼−6.2% Reduced · −8K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $1.3M | 105K | ▲+0.5% Added · +550 sh | Q1 2026 | |
| 22 | D.A. DAVIDSON & CO. | $1.4M | 95K | ▼−0.8% Reduced · −815 sh | Q2 2026 | |
| 23 | Modern Wealth Management, LLC | $1.1M | 89K | ▼−12% Reduced · −12K sh | Q1 2026 | |
| 24 | Pathstone Holdings, LLC | $912K | 72K | ▼−85% Reduced · −415K sh | Q1 2026 | |
| 25 | CHOREO, LLC | $1.1M | 71K | ▼−12% Reduced · −10K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in NFJ and 14 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 41 funds | $5.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $2.2B |
| CISCO SYSTEMS INCCSCO | 41 funds | $637.5M |
| NVIDIA CORPNVDA | 40 funds | $6.1B |
| APPLE INCAAPL | 40 funds | $5.9B |
| AMAZON.COM INCAMZN | 40 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 40 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 40 funds | $1.5B |
| WALMART INCWMT | 40 funds | $1.2B |
| ELI LILLY & COLLY | 40 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 40 funds | $1.0B |
Ranked by how many of NFJ's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for NFJ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NFJ/capital-change-brief"
Use Arkolith's capital_change_brief for NFJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NFJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.