Who Owns Virtus Dividend, Interest & Premium Strategy Fund (NFJ)?Hedge Fund & Institutional Holders

$12.56+0.09 (+0.68%)TechnologyNYSE

Institutional Holders

122

as of QNaN NaN

Total Institutional Value

$433.6T

% of Float Held

—

QoQ Change in Holders

+122 / -0

Price History

$10.60$11.41$12.22$13.03$13.84Aug 24Jun 25Mar 26

NFJ — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
MORGAN STANLEYNew11.0M$133.5T9.55%
Saba Capital Management, L.P.New7.6M$92.6T2.50%
BANK OF AMERICA CORP /DE/New3.3M$40.0T3.23%
Karpus Management, Inc.New1.5M$18.0T0.58%
Invesco Ltd.New1.5M$18.0T3.41%
Advisors Asset Management, Inc.New1.3M$15.6T100.00%
Kovitz Investment Group Partners, LLCNew1.2M$14.8T74.19%
STIFEL FINANCIAL CORPNew1.1M$13.5T14.40%
WELLS FARGO & COMPANY/MNNew1.1M$13.5T3.06%
GUGGENHEIM CAPITAL LLCNew782K$9.5T87.12%
LPL Financial LLCNew594K$7.2T2.80%
CAPSTONE INVESTMENT ADVISORS, LLCNew527K$6.4T16.89%
ROYAL BANK OF CANADANew459K$5.6T1.16%
RAYMOND JAMES FINANCIAL INCNew445K$5.4T2.03%
UBS Group AGNew403K$4.9T0.90%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1MORGAN STANLEY11,005,823$133.5T9.55%New
2Saba Capital Management, L.P.7,636,989$92.6T2.50%New
3BANK OF AMERICA CORP /DE/3,299,472$40.0T3.23%New
4Karpus Management, Inc.1,483,588$18.0T0.58%New
5Invesco Ltd.1,483,385$18.0T3.41%New
6Advisors Asset Management, Inc.1,289,509$15.6T100.00%New
7Kovitz Investment Group Partners, LLC1,218,874$14.8T74.19%New
8STIFEL FINANCIAL CORP1,117,042$13.5T14.40%New
9WELLS FARGO & COMPANY/MN1,111,806$13.5T3.06%New
10GUGGENHEIM CAPITAL LLC781,946$9.5T87.12%New
11LPL Financial LLC594,485$7.2T2.80%New
12CAPSTONE INVESTMENT ADVISORS, LLC526,672$6.4T16.89%New
13ROYAL BANK OF CANADA459,053$5.6T1.16%New
14RAYMOND JAMES FINANCIAL INC445,096$5.4T2.03%New
15UBS Group AG403,417$4.9T0.90%New
16Creative Planning264,795$3.2T3.02%New
17ENVESTNET ASSET MANAGEMENT INC214,027$2.6T0.84%New
18Shaker Financial Services, LLC167,884$2.0T0.79%New
19Integrated Wealth Concepts LLC142,365$1.7T20.14%New
20Modern Wealth Management, LLC121,962$1.5T0.05%New
21BENJAMIN EDWARDS INC90,765$1.1T15.37%New
22CHOREO, LLC88,661$1.1T16.69%New
23COMMONWEALTH EQUITY SERVICES, LLC88,378$1.1T1.52%New
24PREVAIL INNOVATIVE WEALTH ADVISORS, LLC87,364$1.1T0.28%New
25D.A. DAVIDSON & CO.85,568$1.0T8.34%New
261607 Capital Partners, LLC83,821$1.0T0.08%New
27Opal Wealth Advisors, LLC62,572$759.0B0.23%New
28Rockefeller Capital Management L.P.62,504$758.2B1.87%New
29PNC FINANCIAL SERVICES GROUP, INC.61,527$746.3B0.39%New
30Pointe Capital Management LLC59,461$721.3B0.42%New
31OSAIC HOLDINGS, INC.57,729$700.3B1.56%New
32Mariner, LLC57,086$692.5B1.15%New
33ACCREDITED INVESTOR SERVICES, LLC52,020$631.0B0.53%New
34Geneos Wealth Management Inc.49,175$596.5B0.02%New
35Baird Financial Group, Inc.48,788$591.8B1.14%New
36Advisor OS, LLC47,329$574.1B0.07%New
37WEALTH ENHANCEMENT ADVISORY SERVICES, LLC42,815$519.3B0.99%New
38SUSQUEHANNA INTERNATIONAL GROUP, LLP39,277$476.4B0.08%New
39Merit Financial Group, LLC37,294$452.4B6.78%New
40STEPHENS INC /AR/35,473$430.3B6.31%New
41Dakota Wealth Management34,890$423.2B0.01%New
42Cetera Investment Advisers32,614$395.6B0.77%New
43TRANSCEND CAPITAL ADVISORS, LLC30,470$369.6B0.03%New
44Avidian Wealth Enterprises, LLC30,000$363.9B0.02%New
45Comprehensive Money Management Services LLC28,270$342.9B0.28%New
46Venture Visionary Partners LLC27,990$339.5B0.01%New
47INTEGRATED CAPITAL MANAGEMENT, INC.26,188$317.7B0.25%New
48COMERICA BANK25,918$314.4B1.32%New
49ASHTON THOMAS SECURITIES, LLC24,225$293.8B0.08%New
50AMERIPRISE FINANCIAL INC22,921$278.0B0.08%New

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As of QNaN NaN, 122 institutional investors hold NFJ (Virtus Dividend, Interest & Premium Strategy Fund). The largest holder is MORGAN STANLEY with $133.5T in shares. This quarter, 122 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own NFJ?

As of QNaN NaN, 122 institutional investors report holding NFJ (Virtus Dividend, Interest & Premium Strategy Fund) in their 13F filings.

Who is the largest institutional holder of NFJ?

The largest institutional holder of NFJ is MORGAN STANLEY with $133.5T in shares.

Is institutional ownership of NFJ increasing or decreasing?

This quarter, 122 institutions opened new positions in NFJ and 0 closed their positions.