13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
NCZ

VIRTUS CONVERTIBLE & INC FD

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

CUSIP 92838U801·60 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.5%
vs prior quarter
13F value held
$84M
77.0% inst. owned
of float
Holders
60
+52 QoQ
filers reporting
Activity
+63 / −82
+897 added · −821 reduced
this quarter
Concentration
46.56%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

60 institutions reported NCZ in Q1 2026. MORGAN STANLEY leads at 46.6% of the visible book. +52 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$39M2.9M0.00%Q1 202602
Advisors Asset Management, Inc.
CIK 0001297376
$15M1.1M0.24%Q1 202603
Congress Park Capital LLC
CIK 0001730945
$7M536K2.21%Q1 202604
Saba Capital Management, L.P.
CIK 0001510281
$5M352K0.13%Q1 202605
LPL Financial LLC
CIK 0001403438
$4M310K0.00%Q1 202606
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M265K0.03%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M89K0.00%Q1 202608
OPPENHEIMER & CO INC
CIK 0000822581
$1M80K0.02%Q4 202509
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M76K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$999,00075K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$780,08458K0.00%Q1 202612
Private Advisor Group, LLC
CIK 0001567755
$777,47258K0.00%Q1 202613
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$770,23057K0.01%Q1 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$761,61255K0.00%Q1 202615
Twelve Points Wealth Management LLC
CIK 0001877090
$634,59847K0.14%Q1 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$622,26446K0.00%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$592,55144K0.00%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$548,75841K0.00%Q1 202619
Merit Financial Group, LLC
CIK 0001621225
$491,53037K0.00%Q1 202620
Invesco Ltd.
CIK 0000914208
$450,67034K0.00%Q1 2026
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