VIRTUS DIVIDEND INTEREST & P

$NFJ
13F holders
115
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 115 · Source: 13F-HR
01
Banyan Capital Management, Inc.
02
Bahl & Gaynor Inc.
03
Strategic Planning Group, LLC
04
Barrow Hanley Mewhinney & Strauss LLC
05
Corre Partners Management, LLC
06
Regions Financial Corp.
07
Taconic Capital Advisors LP
08
Columbia Asset Management
09
EFG Asset Management (Americas) Corp.
10
Interactive Financial Advisors, Inc.

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 115 13F holders · Pro →

Smart Money · top-200 alpha cohort

2 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

11 transactions · 2 filers
10 Feb 2026
Saba Capital Management, L.P.
▲ BOUGHT
51,354
$13.70
P
09 Feb 2026
Saba Capital Management, L.P.
▲ BOUGHT
5,300
$13.58
P
05 Feb 2026
Saba Capital Management, L.P.
▲ BOUGHT
48,927
$13.34
P
04 Feb 2026
Saba Capital Management, L.P.
▲ BOUGHT
11,642
$13.52
P
03 Feb 2026
Saba Capital Management, L.P.
▲ BOUGHT
123,765
$13.51
P
02 Feb 2026
Saba Capital Management, L.P.
▲ BOUGHT
6,773
$13.50
P
30 Jan 2026
Saba Capital Management, L.P.
▲ BOUGHT
40,566
$13.44
P
29 Jan 2026
Saba Capital Management, L.P.
▲ BOUGHT
48,073
$13.44
P
28 Jan 2026
Saba Capital Management, L.P.
▲ BOUGHT
42,762
$13.50
P
27 Jan 2026
Saba Capital Management, L.P.
▲ BOUGHT
51,528
$13.47
P
17 Jun 2025
Mcdaniel Connie D
▲ BOUGHT
427
$12.15
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $NFJ in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $NFJ lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $NFJ — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:32 UTC.