Institutional Ownership
Virtus Convertible & Inc Fd
CUSIP 92838U801COM NEWNCZQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
11.3%
Max % of class reported
Institutional Holders
57
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jan 21, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 21, 2026 | Advisors Asset Management, Inc. | 13G/A | 5.5% | 1.05M | SEC |
| 2 | Dec 10, 2025 | Advisors Asset Management, Inc. | 13G | 5.3% | 1.01M | SEC |
| 3 | Nov 7, 2025 | Morgan Stanley | 13G | 5.0% | 954.8K | SEC |
| 4 | Nov 7, 2025 | Morgan Stanley | 13G/A | 10.2% | 1.95M | SEC |
| 5 | Aug 6, 2025 | Morgan Stanley | 13G/A | 11.3% | 2.16M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 2.93M | $39.24M |
| 2 | Advisors Asset Management, Inc. | 1.09M | $14.66M |
| 3 | Congress Park Capital LLC | 536.2K | $7.19M |
| 4 | Saba Capital Management, L.P. | 351.8K | $4.72M |
| 5 | Lpl Financial LLC | 310.2K | $4.16M |
| 6 | Guggenheim Capital LLC | 265.1K | $3.55M |
| 7 | Envestnet Asset Management Inc | 88.8K | $1.19M |
| 8 | Oppenheimer & Co Inc | 80.3K | $1.08M |
| 9 | Osaic Holdings, Inc. | 75.9K | $1.02M |
| 10 | Royal Bank Of Canada | 74.5K | $999.0K |