← All institutions
Institutional Holdings
NKXOwnership Summary
Institutions Holding
54
Total Shares Held
7,812,907
Total Value Held
$96,126,449
Quarter
2026-06-30
Active Positions
Increased Positions
1
34,324 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
53
7,778,583 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Peak Retirement Planning, Inc. | 20,723 | $259,658 | New position | 0.04% | 2026-06-30 |
| MORGAN STANLEY | 2,916,009 | $36,275,164 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 1,107,420 | $13,776,305 | New position | 2025-12-31 | |
| Advisors Asset Management, Inc. | 964,891 | $12,003,244 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 568,912 | $7,077,257 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 270,020 | $3,360,024 | New position | 2025-12-31 | |
| LPL Financial LLC | 266,090 | $3,310,159 | New position | 2025-12-31 | |
| UBS Group AG | 242,891 | $3,021,564 | New position | 2025-12-31 | |
| EVOKE WEALTH, LLC | 153,197 | $1,905,776 | New position | 2025-12-31 | |
| Mariner, LLC | 153,125 | $1,904,872 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 93,382 | $1,161,675 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 70,183 | $873,073 | New position | 2025-12-31 | |
| Allianz Asset Management GmbH | 70,100 | $872,044 | New position | 2025-12-31 | |
| J.W. COLE ADVISORS, INC. | 66,000 | $821,040 | New position | 2025-12-31 | |
| Rareview Capital LLC | 58,788 | $691,933 | New position | 2025-12-31 | |
| Bridgewealth Advisory Group, LLC | 52,932 | $658,477 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 49,005 | $610,000 | New position | 2025-12-31 | |
| Apriem Advisors | 41,436 | $515,464 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 40,618 | $505,288 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 34,324 | $426,987 | ▲ +92 | 2025-12-31 | |
| Creative Planning | 30,825 | $383,463 | New position | 2025-12-31 | |
| LAZARI CAPITAL MANAGEMENT, INC. | 28,761 | $357,787 | New position | 2025-12-31 | |
| Van Hulzen Asset Management, LLC | 28,553 | $355,197 | New position | 2025-12-31 | |
| Pacific Wealth Strategies Group, Inc. | 28,000 | $348,320 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 25,246 | $314,060 | New position | 2025-12-31 | |
| Castle Rock Wealth Management, LLC | 24,192 | $311,569 | New position | 2025-12-31 | |
| D.A. DAVIDSON & CO. | 22,791 | $283,520 | New position | 2025-12-31 | |
| COMERICA BANK | 22,207 | $276,255 | New position | 2025-12-31 | |
| Cerity Partners LLC | 22,046 | $274,252 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 21,931 | $272,821 | New position | 2025-12-31 | |
| Modern Wealth Management, LLC | 21,185 | $263,541 | New position | 2025-12-31 | |
| Strait & Sound Wealth Management LLC | 20,833 | $259,163 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 19,912 | $247,707 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 19,207 | $238,935 | New position | 2025-12-31 | |
| Core Wealth Partners LLC | 18,425 | $229,207 | New position | 2025-12-31 | |
| PRIVATE TRUST CO NA | 18,000 | $223,920 | New position | 2025-12-31 | |
| FLC Capital Advisors | 17,850 | $222,054 | New position | 2025-12-31 | |
| Pure Financial Advisors, LLC | 17,094 | $212,649 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 16,332 | $203,181 | New position | 2025-12-31 | |
| Snowden Capital Advisors LLC | 14,454 | $179,815 | New position | 2025-12-31 | |
| Maia Wealth LLC | 12,848 | $168,887 | New position | 2025-12-31 | |
| Mutual Advisors, LLC | 12,344 | $153,559 | New position | 2025-12-31 | |
| Pasadena Private Wealth, LLC | 10,000 | $124,400 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 7,927 | $98,607 | New position | 2025-12-31 | |
| HOLLENCREST CAPITAL MANAGEMENT | 3,897 | $48,479 | New position | 2025-12-31 | |
| Golden State Wealth Management, LLC | 2,064 | $25,677 | New position | 2025-12-31 | |
| 1620 INVESTMENT ADVISORS, INC. | 536 | $6,668 | New position | 2025-12-31 | |
| SageView Advisory Group, LLC | 492 | $6,121 | New position | 2025-12-31 | |
| WHITTIER TRUST CO | 400 | $5,008 | New position | 2025-12-31 | |
| WEDBUSH SECURITIES INC | 60,797 | $756 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 43 | $535 | New position | 2025-12-31 | |
| Janney Montgomery Scott LLC | 12,100 | $151 | New position | 2025-12-31 | |
| Cambridge Investment Research Advisors, Inc. | 11,566 | $144 | New position | 2025-12-31 | |
| CITIGROUP INC | 3 | $37 | New position | 2025-12-31 |