13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
NCV

VIRTUS CONVERTIBLE & INCOME

67 institutions still hold VIRTUS CONVERTIBLE & INCOME as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92838X805·67 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.2%
vs prior quarter
13F value held
$84M
46.0% inst. owned
of float
Holders
67
-44 QoQ
filers reporting
Activity
+26 / −93
+923 added · −797 reduced
this quarter
Concentration
22.99%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported NCV in Q1 2026. MORGAN STANLEY leads at 23.0% of the visible book. -44 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$19M1.3M0.00%Q1 202602
Congress Park Capital LLC
CIK 0001730945
$12M802K3.67%Q1 202603
Saba Capital Management, L.P.
CIK 0001510281
$11M724K0.30%Q1 202604
Advisors Asset Management, Inc.
CIK 0001297376
$9M601K0.15%Q1 202605
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$6M417K0.05%Q1 202606
LPL Financial LLC
CIK 0001403438
$6M370K0.00%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M274K0.00%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M260K0.00%Q1 202609
Private Advisor Group, LLC
CIK 0001567755
$2M164K0.01%Q1 202610
Summit Financial, LLC
CIK 0001765536
$2M124K0.02%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M99K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M90K0.00%Q1 202613
NewEdge Advisors, LLC
CIK 0001633516
$1M71K0.00%Q1 202614
Wealth Care LLC
CIK 0002120450
$1M68K0.90%Q1 202615
CoreCap Advisors, LLC
CIK 0001902501
$1M68K0.03%Q1 202616
Invesco Ltd.
CIK 0000914208
$932,42563K0.00%Q1 202617
Logan Stone Capital, LLC
CIK 0001535521
$803,14753K0.20%Q4 202518
Kestra Advisory Services, LLC
CIK 0001830819
$733,91549K0.00%Q1 202619
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$547,36137K0.08%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$507,00034K0.00%Q1 2026
Page 1 of 4
47 more holders available. Log in →