Institutional Ownership
Virtus Equity & Conv Incm Fd
CUSIP 92841M101COMXNIEXQ1 2026
Institutional Holders
84
13F filers
Shares Held
7.09M
Aggregate institutional
Institutional Value
$161.33M
Q1 2026
Net New Holders
-5
4 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased34
Decreased28
Sold out9
Institutional Holders
84 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 951.2K | $22.22M | −10.8K | Reduced |
| 2 | Advisors Asset Management, Inc. | 681.7K | $15.92M | −181.6K | Reduced |
| 3 | Royal Bank Of Canada | 575.2K | $13.44M | +4.0K | Added |
| 4 | Morgan Stanley | 521.7K | $12.19M | −12.1K | Reduced |
| 5 | Raymond James Financial Inc | 520.2K | $12.15M | +59.2K | Added |
| 6 | Guggenheim Capital LLC | 463.2K | $10.82M | −15.8K | Reduced |
| 7 | Saba Capital Management, L.P. | 361.3K | $8.44M | +63.1K | Added |
| 8 | Lpl Financial LLC | 290.7K | $6.79M | +20.8K | Added |
| 9 | Wealth Enhancement Advisory Services, LLC | 256.9K | $6.06M | −145.0K | Reduced |
| 10 | Schwarz Dygos Wheeler Investment Advisors LLC | 218.7K | $5.11M | +2.7K | Added |
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