Institutional Ownership
Virtus Global Multi-Sector I
CUSIP 92829B101COMVGIQ1 2026
13D / 13G Filings
14
Schedule 13D/13G on record
Beneficial Filers
5
Distinct reporting persons
Largest Stake
18.2%
Max % of class reported
Institutional Holders
33
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
14 filings · latest Jan 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 6, 2026 | Sit Investment Associates, Inc. | 13G/A | 18.2% | 2.06M | SEC |
| 2 | Nov 14, 2024 | 1607 Capital Partners, LLC | 13G/A | 2.5% | 277.6K | SEC |
| 3 | Feb 9, 2024 | Sit Investment Associates Inc | 13G/A | 13.0% | 1.47M | SEC |
| 4 | Feb 8, 2024 | 1607 Capital Partners, LLC | 13G | 5.2% | 586.7K | SEC |
| 5 | Feb 7, 2024 | First Trust Portfolios LP | 13G/A | 2.7% | 306.6K | SEC |
| 6 | Feb 14, 2023 | Sit Investment Associates Inc | 13G | 9.2% | 1.04M | SEC |
| 7 | Jan 25, 2023 | First Trust Portfolios LP | 13G/A | 9.1% | 1.02M | SEC |
| 8 | Dec 12, 2022 | Morgan Stanley | 13G/A | 2.4% | 270.6K | SEC |
| 9 | Feb 10, 2022 | Morgan Stanley | 13G/A | 7.3% | 825.3K | SEC |
| 10 | Jan 26, 2022 | First Trust Portfolios LP | 13G/A | 11.4% | 1.29M | SEC |
4 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Virtus Global Multi-Sector I.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 335.5K | $2.48M |
| 2 | Morgan Stanley | 308.3K | $2.28M |
| 3 | Shaker Financial Services, LLC | 199.6K | $1.47M |
| 4 | Corecap Advisors, LLC | 169.8K | $1.25M |
| 5 | Raymond James Financial Inc | 163.3K | $1.21M |
| 6 | Fiera Capital Corp | 150.7K | $1.11M |
| 7 | 1607 Capital Partners, LLC | 123.7K | $912.8K |
| 8 | Stifel Financial Corp | 118.8K | $876.8K |
| 9 | Stephens Inc /Ar/ | 75.2K | $554.7K |
| 10 | Osaic Holdings, Inc. | 64.3K | $474.3K |