VIRTUS DVD INTRST & PRM STR (NFJ) Top Institutional Shareholders
VIRTUS DVD INTRST & PRM STR (NFJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $457.55M in NFJ holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of NFJ tracked by InsiderSet, reporting ownership valued at approximately $134.96M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $159.36M, representing an estimated gain of +18.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed NFJ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Saba Capital Management, L.P., Bank Of America Corp, and several other long-term asset managers with concentrated positions in VIRTUS DVD INTRST & PRM STR (NFJ).
This page ranks the largest institutional NFJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
119
Total Reported Value
$457.55M
Largest Holder
Morgan Stanley
Largest Position
$134.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
137
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 10,702,631 | $134,960,220 | $159,362,176 | +$24,401,956 | +18.08% | |
| Saba Capital Management, L.P. | 4.13% | 10,213,194 | $128,788,376 | $152,074,459 | +$23,286,083 | +18.08% | |
| Bank Of America Corp | 0.00% | 2,627,954 | $33,138,495 | $39,130,235 | +$5,991,740 | +18.08% | |
| Allspring Global Investments Holdings, Llc | 0.04% | 1,673,273 | $21,099,973 | $24,915,035 | +$3,815,062 | +18.08% | |
| Stifel Financial Corp | 0.01% | 1,228,014 | $15,485,280 | $18,285,128 | +$2,799,848 | +18.08% | |
| Invesco Ltd. | 0.00% | 1,214,458 | $15,314,316 | $18,083,280 | +$2,768,964 | +18.08% | |
| Focus Partners Wealth | 0.01% | 956,102 | $12,056,451 | $14,236,359 | +$2,179,908 | +18.08% | |
| Advisors Asset Management, Inc. | 0.18% | 862,480 | $10,875,873 | $12,842,327 | +$1,966,454 | +18.08% | |
| Lpl Financial Llc | 0.00% | 736,439 | $9,286,498 | $10,965,577 | +$1,679,079 | +18.08% | |
| Capstone Investment Advisors, Llc | 0.05% | 526,672 | $6,641,334 | $7,842,146 | +$1,200,812 | +18.08% | |
| Royal Bank Of Canada | 0.00% | 509,218 | $6,421,000 | $7,582,256 | +$1,161,256 | +18.09% | |
| Guggenheim Capital Llc | 0.05% | 449,895 | $5,673,176 | $6,698,937 | +$1,025,761 | +18.08% | |
| Raymond James Financial Inc | 0.00% | 437,669 | $5,519,006 | $6,516,891 | +$997,885 | +18.08% | |
| Wells Fargo & Company/Mn | 0.00% | 391,920 | $4,942,108 | $5,835,689 | +$893,581 | +18.08% | |
| Blue Bell Private Wealth Management, Llc | 0.52% | 288,968 | $3,643,887 | $4,302,734 | +$658,847 | +18.08% | |
| Ubs Group Ag | 0.00% | 255,427 | $3,220,934 | $3,803,308 | +$582,374 | +18.08% | |
| Creative Planning | 0.00% | 187,935 | $2,369,855 | $2,798,352 | +$428,497 | +18.08% | |
| Evolve Private Wealth, Llc | 0.12% | 172,743 | $2,178,289 | $2,572,143 | +$393,854 | +18.08% | |
| Osaic Holdings, Inc. | 0.00% | 168,975 | $2,130,793 | $2,516,038 | +$385,245 | +18.08% | |
| Shaker Financial Services, Llc | 0.69% | 156,527 | $1,973,806 | $2,330,687 | +$356,881 | +18.08% | |
| Independent Financial Group, Llc | 0.02% | 124,319 | $1,668,104 | $1,851,110 | +$183,006 | +10.97% | |
| Integrated Wealth Concepts Llc | 0.01% | 124,099 | $1,564,885 | $1,847,834 | +$282,949 | +18.08% | |
| Kestra Advisory Services, Llc | 0.01% | 117,719 | $1,484,439 | $1,752,836 | +$268,397 | +18.08% | |
| D.A. Davidson & Co. | 0.01% | 96,040 | $1,211,064 | $1,430,036 | +$218,972 | +18.08% | |
| Modern Wealth Management, Llc | 0.02% | 88,878 | $1,142,975 | $1,323,393 | +$180,418 | +15.78% | |
| Choreo, Llc | 0.01% | 80,704 | $1,017,675 | $1,201,683 | +$184,008 | +18.08% | |
| Opal Wealth Advisors, Llc | 0.21% | 74,131 | $934,792 | $1,103,811 | +$169,019 | +18.08% | |
| Pathstone Holdings, Llc | 0.00% | 72,332 | $912,099 | $1,077,023 | +$164,924 | +18.08% | |
| &Partners | 0.00% | 66,816 | $842,549 | $994,890 | +$152,341 | +18.08% | |
| Merit Financial Group, Llc | 0.01% | 60,837 | $767,149 | $905,863 | +$138,714 | +18.08% | |
| Stephens Inc | 0.01% | 58,968 | $743,586 | $878,034 | +$134,448 | +18.08% | |
| Fund Advisors Of America Inc/Fl | 0.75% | 58,610 | $739,078 | $872,703 | +$133,625 | +18.08% | |
| Benjamin Edwards Inc | 0.01% | 57,918 | $730,436 | $862,399 | +$131,963 | +18.07% | |
| Baird Financial Group, Inc. | 0.00% | 56,400 | $711,204 | $839,796 | +$128,592 | +18.08% | |
| Beckerman Institutional, Llc | 0.37% | 55,429 | $698,962 | $825,338 | +$126,376 | +18.08% | |
| Advisor Os, Llc | 0.05% | 52,072 | $656,629 | $775,352 | +$118,723 | +18.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,897 | $616,590 | $728,076 | +$111,486 | +18.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 46,215 | $588,317 | $688,141 | +$99,824 | +16.97% | |
| Closed-End Fund Advisors, Inc. | 0.59% | 46,184 | $582,380 | $687,680 | +$105,300 | +18.08% | |
| Accredited Investor Services, Llc | 0.37% | 46,143 | $581,863 | $687,069 | +$105,206 | +18.08% | |
| Susquehanna International Group, Llp | 0.00% | 44,928 | $566,542 | $668,978 | +$102,436 | +18.08% | |
| Wealthshield Partners, Llc | 0.06% | 44,449 | $560,502 | $661,846 | +$101,344 | +18.08% | |
| Uhlmann Price Securities, Llc | 0.04% | 43,174 | $544,429 | $642,861 | +$98,432 | +18.08% | |
| Pointe Capital Management Llc | 0.27% | 42,556 | $536,631 | $633,659 | +$97,028 | +18.08% | |
| Envestnet Asset Management Inc | 0.00% | 41,661 | $525,348 | $620,332 | +$94,984 | +18.08% | |
| Ionic Capital Management Llc | 0.42% | 40,000 | $504,400 | $595,600 | +$91,200 | +18.08% | |
| Cetera Investment Advisers | 0.00% | 37,476 | $472,574 | $558,018 | +$85,444 | +18.08% | |
| Sax Wealth Advisors, Llc | 0.02% | 36,035 | $464,491 | $536,561 | +$72,070 | +15.52% | |
| Diversify Wealth Management, Llc | 0.01% | 32,270 | $452,103 | $480,500 | +$28,397 | +6.28% | |
| Mariner, Llc | 0.00% | 35,758 | $443,808 | $532,437 | +$88,629 | +19.97% |
Frequently asked questions about NFJ
Who owns the most NFJ stock?
The largest holders of NFJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VIRTUS DVD INTRST & PRM STR (NFJ).
Is NFJ widely held by superinvestors?
Many widely followed stocks like NFJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NFJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.