Institutional Ownership
Virtus Dividend Interest & P
CUSIP 92840R101COMNFJQ1 2026
Institutional Holders
123
13F filers
Shares Held
38.17M
Aggregate institutional
Institutional Value
$463.28M
Q1 2026
Net New Holders
-4
13 new · 17 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased40
Decreased45
Sold out17
Institutional Holders
123 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 10.70M | $134.96M | −138.8K | Reduced |
| 2 | Saba Capital Management, L.P. | 10.21M | $128.79M | +1.57M | Added |
| 3 | Bank Of America Corp /De/ | 2.63M | $33.14M | −286.0K | Reduced |
| 4 | Allspring Global Investments Holdings, LLC | 1.67M | $21.10M | +21.4K | Added |
| 5 | Stifel Financial Corp | 1.23M | $15.49M | −61.0K | Reduced |
| 6 | Invesco Ltd. | 1.21M | $15.31M | −68.0K | Reduced |
| 7 | Focus Partners Wealth | 956.1K | $12.06M | −24.7K | Reduced |
| 8 | Advisors Asset Management, Inc. | 862.5K | $10.88M | −327.6K | Reduced |
| 9 | Lpl Financial LLC | 736.4K | $9.29M | +683 | Added |
| 10 | Arete Wealth Advisors, LLC | 533.9K | $6.76M | +533.9K | New |
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