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ACV
Virtus Diversified Income & Convertible Fund• Financial Services
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
14
Partial Q3 2026
Total 13F value
$6.8M
Filed positions so far
New positions
2
This quarter
Sold positions
3
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Wolverine Asset Management Llc | $1.5M | 64.0K | 0.01% | +26.3% |
World Equity Group, Inc. | $1.1M | 45.8K | 0.46% | +9.1% |
Pmg Family Office Llc | $1.1M | 44.0K | 0.98% | +0.9% |
Gilliland Jeter Wealth Management Llc | $600K | 24.8K | 0.15% | +0.1% |
B. Riley Wealth Advisors, Inc. | $588K | 24.3K | 0.02% | -3.8% |
Davenport & Co Llc | $527K | 21.8K | 0.00% | Unchanged |
Apollon Wealth Management, Llc | $519K | 21.5K | 0.01% | +2.1% |
D.A. Davidson & Co. | $293K | 12.1K | 0.00% | +13.3% |
Integrity Advisory Solutions, Llc | $258K | 10.7K | 0.03% | +50.3% |
Commonwealth Equity Services, Llc | $211K | 8.7K | 0.00% | -5.8% |
Farther Finance Advisors, Llc | $48K | 2.0K | 0.00% | Unchanged |
Westside Investment Management, Inc. | $45K | 1.9K | 0.01% | Unchanged |
Next Level Wealth Planning, Llc | $3K | 136 | 0.00% | New Position |
Highline Wealth Partners Llc | $3K | 113 | 0.00% | New Position |