Institutional Ownership
Virtus Convertible & Inc Fd
CUSIP 92838U801COM NEWNCZQ1 2026
Institutional Holders
57
13F filers
Shares Held
7.29M
Aggregate institutional
Institutional Value
$87.92M
Q1 2026
Net New Holders
+1
12 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased18
Decreased19
Sold out11
Institutional Holders
57 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.93M | $39.24M | +137.7K | Added |
| 2 | Advisors Asset Management, Inc. | 1.09M | $14.66M | +41.2K | Added |
| 3 | Congress Park Capital LLC | 536.2K | $7.19M | +16.1K | Added |
| 4 | Saba Capital Management, L.P. | 351.8K | $4.72M | +351.8K | New |
| 5 | Lpl Financial LLC | 310.2K | $4.16M | +39.6K | Added |
| 6 | Guggenheim Capital LLC | 265.1K | $3.55M | +40.5K | Added |
| 7 | Envestnet Asset Management Inc | 88.8K | $1.19M | −2.3K | Reduced |
| 8 | Oppenheimer & Co Inc | 80.3K | $1.08M | −7 | Reduced |
| 9 | Osaic Holdings, Inc. | 75.9K | $1.02M | −30.6K | Reduced |
| 10 | Royal Bank Of Canada | 74.5K | $999.0K | −3.3K | Reduced |
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