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NCV-PA
Virtus Convertible & Income Fund
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
17
Partial Q3 2026
Total 13F value
$17.9M
Filed positions so far
New positions
2
This quarter
Sold positions
2
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Congress Park Capital Llc | $12.4M | 818.7K | 3.25% | +0.7% |
Corecap Advisors, Llc | $1.3M | 85.3K | 0.04% | +17.4% |
Park Avenue Securities Llc | $1.2M | 82.6K | 0.01% | +0.4% |
Shaker Financial Services, Llc | $1.1M | 74.5K | 0.37% | +595.1% |
Hb Wealth Management, Llc | $756K | 50.0K | 0.00% | New Position |
Choreo, Llc | $596K | 39.4K | 0.01% | +17.6% |
Integrated Capital Management, Inc. | $207K | 13.7K | 0.15% | -4.4% |
E&G Advisors, Llc | $178K | 11.7K | 0.03% | Unchanged |
Pinnacle Wealth Planning Services, Inc. | $34K | 2.2K | 0.00% | -8.7% |
Wpg Advisers, Llc | $17K | 1.1K | 0.01% | +3.5% |
Trust Co Of Vermont | $16K | 1.1K | 0.00% | -35.6% |
Ghp Investment Advisors, Inc. | $11K | 750 | 0.00% | Unchanged |
Peoples Financial Services Corp. | $11K | 707 | 0.00% | Unchanged |
Highline Wealth Partners Llc | $3K | 175 | 0.00% | Unchanged |
Root Financial Partners, Llc | $2K | 158 | 0.00% | New Position |
Pension & Wealth Management Advisors, Inc. | $1K | 93 | 0.00% | Unchanged |
Assetmark, Inc | $861 | 57 | 0.00% | -81.4% |