NFJ
Virtus Dividend, Interest & Premium Strategy Fund
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Retirement Planning Group, Llc | $116.8M | 5.29M | 2.91% | +7.1% |
Elwood & Goetz Wealth Advisory Group, Llc | $16.7M | 757.6K | 2.31% | -1.1% |
Peak Financial Management, Inc. | $13.3M | 601.1K | 3.01% | +1.9% |
Venture Visionary Partners Llc | $9.8M | 452.5K | 0.24% | Unchanged |
Ifp Advisors, Inc | $7.4M | 334.2K | 0.13% | +42.8% |
Simplicity Wealth,Llc | $7.3M | 331.2K | 0.21% | New Position |
Absolute Investment Advisers, Llc | $4.7M | 313.7K | 0.43% | New Position |
Fifth Third Securities, Inc. | $4.2M | 188.9K | 0.21% | +6.3% |
D.A. Davidson & Co. | $3.6M | 193.8K | 0.01% | +0.6% |
Arwa Llc | $1.8M | 79.3K | 0.65% | +222.3% |
Sagespring Wealth Partners, Llc | $1.6M | 74.0K | 0.02% | +8.2% |
Vestgen Advisors, Llc | $1.4M | 63.8K | 0.04% | +18.6% |
Farther Finance Advisors, Llc | $1.2M | 70.5K | 0.01% | -27.2% |
Opal Wealth Advisors, Llc | $1.1M | 72.0K | 0.23% | +5.7% |
Bright Futures Wealth Management, Llc. | $904K | 41.0K | 0.63% | +1.0% |
Boyum Wealth Architects Llc | $867K | 39.2K | 0.35% | +7.0% |
Total Clarity Wealth Management, Inc. | $846K | 38.3K | 0.16% | -23.0% |
Bankplus Wealth Management Llc | $740K | 33.5K | 0.32% | -11.0% |
Independent Financial Group, Llc | $692K | 46.0K | 0.01% | +0.4% |
Wealth Enhancement Advisory Services, Llc | $671K | 46.7K | 0.00% | +1.4% |
Accredited Investor Services, Llc | $592K | 39.4K | 0.33% | -6.6% |
Park Avenue Securities Llc | $569K | 37.8K | 0.00% | -3.5% |
Sax Wealth Advisors, Llc | $542K | 36.0K | 0.02% | Unchanged |
Avidian Wealth Enterprises, Llc | $527K | 35.0K | 0.01% | Unchanged |
Wealth Management Partners, Llc | $489K | 22.1K | 0.11% | -11.5% |
Diversify Advisory Services, Llc | $472K | 32.3K | 0.01% | Unchanged |
Diversify Wealth Management, Llc | $472K | 32.3K | 0.01% | Unchanged |
Hf Advisory Group, Llc | $403K | 18.2K | 0.12% | +4.5% |
Sigma Planning Corp | $357K | 16.2K | 0.01% | +20.9% |
Financial Network Wealth Advisors Llc | $280K | 12.7K | 0.28% | -1.2% |
Quantum Private Wealth, Llc | $276K | 12.5K | 0.07% | Unchanged |
Choreo, Llc | $274K | 18.2K | 0.00% | -74.5% |
Pfg Advisors | $270K | 12.2K | 0.01% | -7.8% |
Ashton Thomas Securities, Llc | $262K | 17.4K | 0.03% | Unchanged |
Procyon Advisors, Llc | $231K | 15.3K | 0.01% | Unchanged |
Tcfg Investment Advisors, Llc | $216K | 9.8K | 0.07% | Unchanged |
Capital Investment Advisors, Llc | $209K | 13.9K | 0.00% | -5.1% |
Vanguard Capital Wealth Advisors | $202K | 13.4K | 0.14% | +2.0% |
Chatham Capital Group, Inc. | $151K | 10.0K | 0.02% | Unchanged |
Wpg Advisers, Llc | $111K | 7.4K | 0.06% | -2.3% |
Private Trust Co Na | $68K | 3.1K | 0.01% | +0.7% |
Pinnacle Wealth Planning Services, Inc. | $67K | 4.5K | 0.01% | -73.8% |
Roxbury Financial Llc | $33K | 1.5K | 0.03% | New Position |
Td Waterhouse Canada Inc. | $27K | 1.8K | 0.00% | Unchanged |
Root Financial Partners, Llc | $16K | 1.1K | 0.00% | New Position |
Tsfg, Llc | $15K | 1.0K | 0.00% | Unchanged |
Assetmark, Inc | $13K | 848 | 0.00% | New Position |
Pinnacle Bancorp, Inc. | $8K | 556 | 0.00% | Unchanged |
Corecap Advisors, Llc | $6K | 271 | 0.00% | Unchanged |