Who Owns NICHOLAS APPLEGATE (NCZ)? -- Institutional Holders (2026-06-30)

69 institutions reported holding $122.3M of NICHOLAS APPLEGATE (NCZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($45.4M), Advisors Asset Management, Inc. ($20.6M), Congress Park Capital LLC ($8.6M), GUGGENHEIM CAPITAL LLC ($5.9M), Penserra Capital Management LLC ($5.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$45.4M2.9MTrimmed
2Advisors Asset Management, Inc.$20.6M1.3MAdded
3Congress Park Capital LLC$8.6M542,943Added
4GUGGENHEIM CAPITAL LLC$5.9M370,125Added
5Penserra Capital Management LLC$5.6M351,407Added
6ENVESTNET ASSET MANAGEMENT INC$5.2M330,016Added
7LPL Financial LLC$4.8M303,708Trimmed
8COHEN & STEERS, INC.$4.5M285,042Hold
9Thomas J. Herzfeld Advisors, Inc.$3.3M205,874New
10OSAIC HOLDINGS, INC.$1.7M109,570Added
11PARK AVENUE SECURITIES LLC$1.3M84,766Trimmed
12Saba Capital Management, L.P.$1.2M77,617Trimmed
13OPPENHEIMER & CO INC$1.2M76,589Trimmed
14Royal Bank of Canada$1.2M73,758Trimmed
15RAYMOND JAMES FINANCIAL INC$971,58661,106Added
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$841,55053,128Trimmed
17SUSQUEHANNA INTERNATIONAL GROUP, LLP$811,36151,029Added
18Twelve Points Wealth Management LLC$735,57846,263Trimmed
19Kestra Advisory Services, LLC$677,45242,607Trimmed
20BANK OF AMERICA CORP /DE/$649,89840,874Trimmed
21CHOREO, LLC$631,83439,738Added
22Merit Financial Group, LLC$578,61736,391Trimmed
23COMMONWEALTH EQUITY SERVICES, LLC$554,22034,856Added
24BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$543,57334,187Added
25Invesco Ltd.$475,58529,911Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30