Institutional Ownership
Virtus Convertible & Income
CUSIP 92838X805COM NEWNCVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
59
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.30M | $19.41M |
| 2 | Congress Park Capital LLC | 802.3K | $11.94M |
| 3 | Saba Capital Management, L.P. | 723.6K | $10.77M |
| 4 | Advisors Asset Management, Inc. | 601.1K | $8.94M |
| 5 | Guggenheim Capital LLC | 417.4K | $6.21M |
| 6 | Lpl Financial LLC | 370.3K | $5.51M |
| 7 | Ameriprise Financial Inc | 273.9K | $4.08M |
| 8 | Bank Of America Corp /De/ | 259.9K | $3.87M |
| 9 | Private Advisor Group, LLC | 164.3K | $2.45M |
| 10 | Summit Financial, LLC | 124.0K | $1.85M |