Institutional Ownership
Virtus Dividend Interest & P
CUSIP 92840R101COMNFJQ1 2026
13D / 13G Filings
11
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
10.5%
Max % of class reported
Institutional Holders
123
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
11 filings · latest Mar 3, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 3, 2026 | Saba Capital Management, L.P. | 13D/A | 10.5% | — | SEC |
| 2 | Jan 15, 2026 | Saba Capital Management, L.P. | 13D/A | 9.6% | — | SEC |
| 3 | May 7, 2025 | Morgan Stanley | 13G/A | 7.7% | 7.33M | SEC |
| 4 | Nov 26, 2024 | Saba Capital Management, L.P. | 13D/A | 8.5% | 8.10M | SEC |
| 5 | Aug 29, 2024 | Saba Capital Management, L.P. | 13D/A | 7.4% | 7.04M | SEC |
| 6 | Jul 23, 2024 | Saba Capital Management, L.P. | 13D/A | 6.4% | 6.08M | SEC |
| 7 | Jun 14, 2024 | Saba Capital Management, L.P. | 13D | 5.3% | 5.06M | SEC |
| 8 | Feb 9, 2024 | Morgan Stanley | 13G/A | 6.7% | 6.33M | SEC |
| 9 | Feb 10, 2023 | Morgan Stanley | 13G/A | 6.9% | 6.53M | SEC |
| 10 | Feb 10, 2022 | Morgan Stanley | 13G/A | 4.2% | 4.01M | SEC |
1 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Virtus Dividend Interest & P.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 10.70M | $134.96M |
| 2 | Saba Capital Management, L.P. | 10.21M | $128.79M |
| 3 | Bank Of America Corp /De/ | 2.63M | $33.14M |
| 4 | Allspring Global Investments Holdings, LLC | 1.67M | $21.10M |
| 5 | Stifel Financial Corp | 1.23M | $15.49M |
| 6 | Invesco Ltd. | 1.21M | $15.31M |
| 7 | Focus Partners Wealth | 956.1K | $12.06M |
| 8 | Advisors Asset Management, Inc. | 862.5K | $10.88M |
| 9 | Lpl Financial LLC | 736.4K | $9.29M |
| 10 | Arete Wealth Advisors, LLC | 533.9K | $6.76M |