VIRTUS DVD INTRST & PRM STR (NFJ) Institutional Ownership Changes & 13F Activity

VIRTUS DVD INTRST & PRM STR (NFJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Arete Wealth Advisors, Llc, Morgan Stanley, Capstone Investment Advisors, Llc, and Advisors Asset Management, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-68,672-55.3%55,427$841.93KQ2 2026Sep 09, 2026
Capstone Investment Advisors, LlcSell-273,003-51.8%253,669$3.85MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcSell-1,500-6.1%22,950$348.61KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+29+0.2%11,800$179.25KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+1,146,7041,146,704$17.42MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-150,048-17.4%712,432$10.82MQ2 2026Aug 14, 2026
Bank Of America CorpSell-136,156-5.2%2,491,798$37.85MQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+92,93692,936$1.41MQ2 2026Aug 14, 2026
Navis Wealth Advisors, LlcBuy+91,00091,000$1.38MQ2 2026Aug 14, 2026
Css Llc/IlBuy+48,02148,021$729.44KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-30,509-67.9%14,419$219.03KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+23,28823,288$353.75KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+23,062+13.6%192,037$2.92MQ2 2026Aug 14, 2026
Ionic Capital Management LlcSell-13,112-32.8%26,888$408.43KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-12,082-3.1%379,838$5.77MQ2 2026Aug 14, 2026
&PartnersSell-11,360-17.0%55,456$841.14KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+10,07210,072$152.99KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-9,122-1.8%500,096$7.60MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-9,000-6.1%139,164$2.11MQ2 2026Aug 14, 2026
Saba Capital Management, L.P.Buy+3,509+0.0%10,216,703$155.19MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+1,7261,726$26.22KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+832832$12.64KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-580-3.3%16,738$254.25KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-550-0.6%88,328$1.34MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+170170$2.54KQ2 2026Aug 14, 2026
Pointe Capital Management LlcSell-95-0.2%42,461$644.98KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1+0.0%437,670$6.65MQ2 2026Aug 14, 2026
Arete Wealth Advisors, LlcBuy+528,076528,076$8.02MQ2 2026Aug 13, 2026
Morgan StanleySell-314,938-2.9%10,387,693$157.79MQ2 2026Aug 13, 2026
North Ground CapitalBuy+89,38789,387$1.36MQ2 2026Aug 13, 2026
Showing 30 of 122

Frequently asked questions about NFJ activity

  • Which institutional owners are buying NFJ?

    Institutional owners buying NFJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NFJ activity?

    "Buy" means an investor increased their reported position in NFJ compared to the prior reporting period. This reflects growing exposure to VIRTUS DVD INTRST & PRM STR (NFJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NFJ increasing?

    Institutional interest in NFJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.