Institutional Ownership
Virtus Convertible & Income
CUSIP 92838X805COM NEWNCVQ1 2026
Institutional Holders
59
13F filers
Shares Held
6.50M
Aggregate institutional
Institutional Value
$88.84M
Q1 2026
Net New Holders
-3
8 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased21
Decreased21
Sold out11
Institutional Holders
59 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.30M | $19.41M | +49.8K | Added |
| 2 | Congress Park Capital LLC | 802.3K | $11.94M | +67.2K | Added |
| 3 | Saba Capital Management, L.P. | 723.6K | $10.77M | +570.7K | Added |
| 4 | Advisors Asset Management, Inc. | 601.1K | $8.94M | −98.0K | Reduced |
| 5 | Guggenheim Capital LLC | 417.4K | $6.21M | +79.5K | Added |
| 6 | Lpl Financial LLC | 370.3K | $5.51M | +675 | Added |
| 7 | Ameriprise Financial Inc | 273.9K | $4.08M | +6.9K | Added |
| 8 | Bank Of America Corp /De/ | 259.9K | $3.87M | −12.1K | Reduced |
| 9 | Private Advisor Group, LLC | 164.3K | $2.45M | +28.9K | Added |
| 10 | Summit Financial, LLC | 124.0K | $1.85M | −269 | Reduced |
49 more institutional holders on Premium
See every fund holding Virtus Convertible & Income, with full quarter-over-quarter share changes.
Unlock all holders