NFJ

Virtus DVD Intrst & PRM STR
FinancialsUSCUSIP 92840R101◍ Confluence graph
Tracked 13F Holders
43
-1 QoQ
13F Value (tracked)
$58.8M
Insider Net · 180d
$10.0M
1↑ 0↓
Recent Filings
14
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)11 adding · 4 trimming
Insider net (180d)+$10.0M
Price history not yet available for NFJ.
Build

Use NFJ data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns NFJ

This stock page is the Follow view. The Build view lets your agent query NFJ owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NFJ"
Ask your agent
Use Arkolith to show who owns NFJ,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

43 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Allspring Global Investments Holdings, LLC
$21.1M
1.7M
+1.3%
Added · +21K sh
Q1 2026
2Advisors Asset Management, Inc.
$10.9M
862K
−28%
Reduced · −328K sh
Q1 2026
3CAPSTONE INVESTMENT ADVISORS, LLC
$6.6M
527K
Held
Q1 2026
4EVOLVE PRIVATE WEALTH, LLC
$2.2M
173K
−0.2%
Reduced · −307 sh
Q1 2026
5Integrated Wealth Concepts LLC
$1.6M
124K
−6.2%
Reduced · −8K sh
Q1 2026
6Kestra Advisory Services, LLC
$1.5M
118K
−3.3%
Reduced · −4K sh
Q1 2026
7NewEdge Advisors, LLC
$1.3M
105K
+0.5%
Added · +550 sh
Q1 2026
8D.A. DAVIDSON & CO.
$1.2M
96K
+3.5%
Added · +3K sh
Q1 2026
9Modern Wealth Management, LLC
$1.1M
89K
−12%
Reduced · −12K sh
Q1 2026
10CHOREO, LLC
$1.0M
81K
+1.8%
Added · +1K sh
Q1 2026
11Pathstone Holdings, LLC
$912K
72K
−85%
Reduced · −415K sh
Q1 2026
12&PARTNERS
$843K
67K
+59%
Added · +25K sh
Q1 2026
13Merit Financial Group, LLC
$767K
61K
−1.6%
Reduced · −1K sh
Q1 2026
14STEPHENS INC /AR/
$744K
59K
+9.5%
Added · +5K sh
Q1 2026
15BENJAMIN EDWARDS INC
$730K
58K
−5.8%
Reduced · −4K sh
Q1 2026
16INDEPENDENT FINANCIAL GROUP, LLC
$591K
47K
+2.2%
Added · +992 sh
Q1 2026
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$588K
46K
−1.2%
Reduced · −556 sh
Q1 2026
18SAX WEALTH ADVISORS, LLC
$464K
36K
Held
Q1 2026
19DIVERSIFY WEALTH MANAGEMENT, LLC
$452K
32K
New
+32K sh
Q1 2026
20Avidian Wealth Enterprises, LLC
$442K
35K
+17%
Added · +5K sh
Q1 2026
21Sanctuary Advisors, LLC
$365K
29K
Held
Q1 2026
22Venture Visionary Partners LLC
$353K
28K
Held
Q1 2026
23LEVEL FOUR ADVISORY SERVICES, LLC
$295K
23K
+1.8%
Added · +421 sh
Q1 2026
24Kovack Advisors, Inc.
$272K
21K
+11%
Added · +2K sh
Q1 2026
25Private Advisor Group, LLC
$271K
22K
−3.1%
Reduced · −697 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
9
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$10.0M
1 insiders
Sells · 180d
$0
0 insiders
Net
$10.0M
18 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Mar 27, 2026Saba Capital Management, L.P.10% OwnerBuy (P)92K$1.1M
Mar 26, 2026Saba Capital Management, L.P.10% OwnerBuy (P)69K$861K
Mar 25, 2026Saba Capital Management, L.P.10% OwnerBuy (P)41K$524K
Mar 24, 2026Saba Capital Management, L.P.10% OwnerBuy (P)17K$208K
Mar 23, 2026Saba Capital Management, L.P.10% OwnerBuy (P)66K$827K
Mar 19, 2026Saba Capital Management, L.P.10% OwnerBuy (P)28K$350K
Feb 18, 2026Saba Capital Management, L.P.10% OwnerBuy (P)600$8K
Feb 12, 2026Saba Capital Management, L.P.10% OwnerBuy (P)17K$236K
Feb 10, 2026Saba Capital Management, L.P.10% OwnerBuy (P)51K$704K
Feb 9, 2026Saba Capital Management, L.P.10% OwnerBuy (P)5K$72K
Feb 5, 2026Saba Capital Management, L.P.10% OwnerBuy (P)49K$653K
Feb 4, 2026Saba Capital Management, L.P.10% OwnerBuy (P)12K$157K

Institutional ownership over time

78 funds+17 since Q2 2022
04079Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $305.8M

Funds that own NFJ also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT49 funds$13.4B
HOME DEPOT INCHD49 funds$2.1B
NVIDIA CORPNVDA48 funds$14.0B
ISHARES CORE S&P 500 ETFIVV48 funds$13.1B
ALPHABET INC-CL AGOOGL48 funds$8.2B
BROADCOM INCAVGO48 funds$6.3B
JOHNSON & JOHNSONJNJ48 funds$3.3B
ELI LILLY & COLLY48 funds$3.1B
TESLA INCTSLA48 funds$2.7B
ABBVIE INCABBV48 funds$2.0B
GENERAL ELECTRICGE48 funds$1.3B
INTL BUSINESS MACHINES CORPIBM48 funds$1.2B

Ranked by how many of NFJ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

14 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NFJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.