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ACV
Virtus Diversified Income & Convertible Fund• Financial Services
Institutional holders
24
As of Q2 2026
Total 13F value
$53M
Sum of disclosed positions
New positions
6
This quarter
Sold positions
2
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $13.1M | 461.8K | 0.00% | -0.9% |
| Advisors Asset Management, Inc. Advisors Asset Management, Inc. | $9.6M | 340.1K | 0.15% | +27.6% |
| GUGGENHEIM CAPITAL LLC Guggenheim Capital Llc | $9.1M | 322.1K | 0.06% | -0.9% |
| RAYMOND JAMES FINANCIAL INC Raymond James Financial Inc | $4.4M | 154.5K | 0.00% | -1.6% |
| LPL Financial LLC Lpl Financial Llc | $4.1M | 143.6K | 0.00% | -50.8% |
| BANK OF AMERICA CORP /DE/ Bank Of America | $2.9M | 102.0K | 0.00% | -2.1% |
| MORGAN STANLEY Morgan Stanley | $2.6M | 91.3K | 0.00% | +9.2% |
| ROYAL BANK OF CANADA Royal Bank Of Canada | $2.1M | 73.6K | 0.00% | -0.5% |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $1.6M | 55.1K | 0.00% | -21.8% |
| WOLVERINE ASSET MANAGEMENT LLC Wolverine Asset Management Llc | $1.4M | 50.7K | 0.01% | New Position |
| STIFEL FINANCIAL CORP Stifel Financial Corp | $630K | 22.2K | 0.00% | +3.5% |
| Invesco Ltd. Invesco Ltd. | $341K | 12.0K | 0.00% | -38.5% |
| &PARTNERS Wiley Bros.-Aintree Capital, Llc | $278K | 9.8K | 0.00% | +2.0% |
| Integrated Wealth Concepts LLC Integrated Wealth Concepts Llc | $276K | 9.8K | 0.00% | New Position |
| Relyea Zuckerberg Hanson LLC Relyea Zuckerberg Hanson Llc | $206K | 7.3K | 0.02% | New Position |
| UBS Group AG Ubs Group Ag | $142K | 5.0K | 0.00% | -8.6% |
| NewEdge Advisors, LLC Newedge Advisors, Llc | $101K | 3.6K | 0.00% | New Position |
| Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, Llc | $96K | 3.4K | 0.00% | Unchanged |
| Clear Street Group Inc. Clear Street Group Inc. | $18K | 628 | 0.00% | New Position |
| Keating Financial Advisory Services, Inc. Keating Financial Advisory Services, Inc. | $16K | 556 | 0.00% | +2.0% |
| HARBOUR INVESTMENTS, INC. Harbour Investments, Inc. | $9K | 317 | 0.00% | +0.3% |
| MERCER GLOBAL ADVISORS INC /ADV Mercer Global Advisors Inc /Adv | $1K | 50 | 0.00% | New Position |
| Allworth Financial LP Allworth Financial Lp | $1K | 48 | 0.00% | Unchanged |
| FMR LLC Fmr Llc | $28 | 1 | 0.00% | Unchanged |