Institutional Ownership
Virtus Diversified Incm & Co
CUSIP 92840N100COMACVQ1 2026
Institutional Holders
36
13F filers
Shares Held
2.22M
Aggregate institutional
Institutional Value
$54.00M
Q1 2026
Net New Holders
-3
5 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased16
Decreased8
Sold out8
Institutional Holders
36 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 466.2K | $11.33M | +3.5K | Added |
| 2 | Guggenheim Capital LLC | 325.1K | $7.90M | −36.1K | Reduced |
| 3 | Lpl Financial LLC | 292.1K | $7.10M | −6.8K | Reduced |
| 4 | Advisors Asset Management, Inc. | 266.6K | $6.48M | +43.6K | Added |
| 5 | Raymond James Financial Inc | 157.0K | $3.81M | +14.8K | Added |
| 6 | Bank Of America Corp /De/ | 104.2K | $2.53M | +5.8K | Added |
| 7 | Morgan Stanley | 83.6K | $2.03M | +1.6K | Added |
| 8 | Emissary Wealth LLC | 78.6K | $1.91M | −856 | Reduced |
| 9 | Royal Bank Of Canada | 74.0K | $1.80M | +4.5K | Added |
| 10 | Osaic Holdings, Inc. | 70.5K | $1.71M | +20.6K | Added |
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