NFJ Institutional Ownership & Shareholders
VIRTUS DVD INTRST & PRM STR (NFJ) is currently held by 122 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $590.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of NFJ tracked by InsiderSet, reporting ownership valued at approximately $157.79M in its June 30, 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 $145.01M, representing an estimated loss of -8.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% 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
122
Total Reported Value
$590.45M
Largest Holder
Morgan Stanley
Largest Position
$157.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
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% | 10,387,693 | $157,789,074 | $145,012,194 | -$12,776,880 | -8.10% | |
| Saba Capital Management, L.P. | 4.75% | 10,216,703 | $155,191,719 | $142,625,174 | -$12,566,545 | -8.10% | |
| Bank Of America Corp | 0.00% | 2,491,798 | $37,850,411 | $34,785,500 | -$3,064,911 | -8.10% | |
| Advisors Asset Management, Inc. | 0.39% | 1,710,103 | $27,464,254 | $23,873,038 | -$3,591,216 | -13.08% | |
| Allspring Global Investments Holdings, Llc | 0.04% | 1,652,987 | $24,877,454 | $23,075,699 | -$1,801,755 | -7.24% | |
| Stifel Financial Corp | 0.02% | 1,249,735 | $18,983,497 | $17,446,301 | -$1,537,196 | -8.10% | |
| Sit Investment Associates Inc | 0.36% | 1,243,817 | $18,894,000 | $17,363,685 | -$1,530,315 | -8.10% | |
| Invesco Ltd. | 0.00% | 1,146,704 | $17,418,434 | $16,007,988 | -$1,410,446 | -8.10% | |
| Focus Partners Wealth | 0.01% | 927,671 | $14,091,332 | $12,950,287 | -$1,141,045 | -8.10% | |
| Penserra Capital Management Llc | 0.07% | 616,973 | $9,371,000 | $8,612,943 | -$758,057 | -8.09% | |
| Arete Wealth Advisors, Llc | 0.53% | 528,076 | $8,021,474 | $7,371,941 | -$649,533 | -8.10% | |
| Royal Bank Of Canada | 0.00% | 500,096 | $7,596,000 | $6,981,340 | -$614,660 | -8.09% | |
| Guggenheim Capital Llc | 0.05% | 464,665 | $7,058,261 | $6,486,723 | -$571,538 | -8.10% | |
| Raymond James Financial Inc | 0.00% | 437,670 | $6,648,200 | $6,109,873 | -$538,327 | -8.10% | |
| Lpl Financial Llc | 0.00% | 436,497 | $6,569,283 | $6,093,498 | -$475,785 | -7.24% | |
| Wells Fargo & Company/Mn | 0.00% | 379,838 | $5,769,737 | $5,302,538 | -$467,199 | -8.10% | |
| Absolute Investment Advisers, Llc | 0.43% | 313,719 | $4,721,471 | $4,379,517 | -$341,954 | -7.24% | |
| Blue Bell Private Wealth Management, Llc | 0.50% | 281,424 | $4,235,437 | $3,928,679 | -$306,758 | -7.24% | |
| Ubs Group Ag | 0.00% | 270,326 | $4,106,252 | $3,773,751 | -$332,501 | -8.10% | |
| Capstone Investment Advisors, Llc | 0.03% | 253,669 | $3,853,232 | $3,541,219 | -$312,013 | -8.10% | |
| Osaic Holdings, Inc. | 0.00% | 192,037 | $2,917,187 | $2,680,837 | -$236,350 | -8.10% | |
| Creative Planning | 0.00% | 176,109 | $2,650,434 | $2,458,482 | -$191,952 | -7.24% | |
| Evolve Private Wealth, Llc | 0.15% | 163,454 | $2,482,866 | $2,281,818 | -$201,048 | -8.10% | |
| Kestra Advisory Services, Llc | 0.01% | 125,570 | $1,889,833 | $1,752,957 | -$136,876 | -7.24% | |
| Advisor Os, Llc | 0.10% | 105,384 | $1,586,030 | $1,471,161 | -$114,869 | -7.24% | |
| D.A. Davidson & Co. | 0.01% | 95,834 | $1,442,310 | $1,337,843 | -$104,467 | -7.24% | |
| Readystate Asset Management Lp | 0.06% | 92,936 | $1,411,698 | $1,297,387 | -$114,311 | -8.10% | |
| Navis Wealth Advisors, Llc | 0.52% | 91,000 | $1,382,290 | $1,270,360 | -$111,930 | -8.10% | |
| Newedge Advisors, Llc | 0.00% | 89,464 | $1,358,965 | $1,248,917 | -$110,048 | -8.10% | |
| North Ground Capital | 1.63% | 89,387 | $1,357,789 | $1,247,843 | -$109,946 | -8.10% | |
| Modern Wealth Management, Llc | 0.02% | 88,328 | $1,341,701 | $1,233,059 | -$108,642 | -8.10% | |
| Wolverine Asset Management Llc | 0.01% | 77,827 | $1,171,296 | $1,086,465 | -$84,831 | -7.24% | |
| Opal Wealth Advisors, Llc | 0.23% | 71,957 | $1,082,953 | $1,004,520 | -$78,433 | -7.24% | |
| Atlas Wealth Llc | 0.15% | 68,822 | $1,045,406 | $960,755 | -$84,651 | -8.10% | |
| Stephens Inc | 0.01% | 65,682 | $997,710 | $916,921 | -$80,789 | -8.10% | |
| Pathstone Holdings, Llc | 0.00% | 72,332 | $912,099 | $1,009,755 | +$97,656 | +10.71% | |
| Fund Advisors Of America Inc/Fl | 0.82% | 59,466 | $903,295 | $830,145 | -$73,150 | -8.10% | |
| Merit Financial Group, Llc | 0.00% | 58,297 | $877,375 | $813,826 | -$63,549 | -7.24% | |
| Integrated Wealth Concepts Llc | 0.01% | 55,427 | $841,929 | $773,761 | -$68,168 | -8.10% | |
| &Partners | 0.00% | 55,456 | $841,142 | $774,166 | -$66,976 | -7.96% | |
| Beckerman Institutional, Llc | 0.40% | 54,945 | $834,614 | $767,032 | -$67,582 | -8.10% | |
| Farther Finance Advisors, Llc | 0.01% | 51,589 | $776,412 | $720,182 | -$56,230 | -7.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 49,451 | $744,240 | $690,336 | -$53,904 | -7.24% | |
| Css Llc/Il | 0.03% | 48,021 | $729,439 | $670,373 | -$59,066 | -8.10% | |
| Baird Financial Group, Inc. | 0.00% | 47,496 | $721,469 | $663,044 | -$58,425 | -8.10% | |
| Benjamin Edwards Inc | 0.01% | 46,932 | $713,002 | $655,171 | -$57,831 | -8.11% | |
| Independent Financial Group, Llc | 0.01% | 45,980 | $692,006 | $641,881 | -$50,125 | -7.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 46,713 | $670,799 | $652,113 | -$18,686 | -2.79% | |
| Mariner, Llc | 0.00% | 43,064 | $654,136 | $601,173 | -$52,963 | -8.10% | |
| Pointe Capital Management Llc | 0.29% | 42,461 | $644,983 | $592,756 | -$52,227 | -8.10% |
Frequently asked questions about NFJ
Who are the largest institutional holders of NFJ?
The largest institutional holders of NFJ reported in the latest SEC Form 13F filings include Morgan Stanley, Saba Capital Management, L.P., Bank Of America Corp, Advisors Asset Management, Inc., and Allspring Global Investments Holdings, Llc. InsiderSet ranks institutional holders by their latest reported NFJ position.
What is NFJ institutional ownership?
This page tracks NFJ positions reported by institutional investment managers through SEC Form 13F. VIRTUS DVD INTRST & PRM STR (NFJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NFJ?
InsiderSet currently tracks 122 institutional managers reporting NFJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NFJ shareholders.
How much NFJ stock do institutions own?
Institutional investment managers disclosed approximately $590.45M in NFJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NFJ institutional ownership last updated?
The latest NFJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NFJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NFJ position after the reporting date.
Are institutions buying or selling NFJ?
Institutional buying and selling can be analyzed by comparing NFJ positions across consecutive 13F reporting periods. InsiderSet's NFJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NFJ ownership changes.
How has NFJ institutional ownership changed over time?
InsiderSet tracks NFJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.