Institutional Ownership
Virtus Diversified Incm & Co
CUSIP 92840N100COMACVQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
7.2%
Max % of class reported
Institutional Holders
36
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Oct 22, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 22, 2025 | Wells Fargo &Amp; Company | 13G/A | 4.6% | 482.1K | SEC |
| 2 | Aug 6, 2025 | Wells Fargo &Amp; Company | 13G | 5.1% | 527.7K | SEC |
| 3 | Feb 7, 2024 | First Trust Portfolios LP | 13G/A | 2.7% | 276.8K | SEC |
| 4 | Jan 13, 2023 | First Trust Portfolios LP | 13G/A | 5.8% | 604.7K | SEC |
| 5 | Jan 28, 2022 | First Trust Portfolios LP | 13G/A | 7.2% | 744.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 466.2K | $11.33M |
| 2 | Guggenheim Capital LLC | 325.1K | $7.90M |
| 3 | Lpl Financial LLC | 292.1K | $7.10M |
| 4 | Advisors Asset Management, Inc. | 266.6K | $6.48M |
| 5 | Raymond James Financial Inc | 157.0K | $3.81M |
| 6 | Bank Of America Corp /De/ | 104.2K | $2.53M |
| 7 | Morgan Stanley | 83.6K | $2.03M |
| 8 | Emissary Wealth LLC | 78.6K | $1.91M |
| 9 | Royal Bank Of Canada | 74.0K | $1.80M |
| 10 | Osaic Holdings, Inc. | 70.5K | $1.71M |