13F Insight
DOSSIER · 13F Holders · Q2 2026
XNIEX

VIRTUS EQUITY & CONV INCM FD

98 institutions still hold VIRTUS EQUITY & CONV INCM FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92841M101·98 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$162M
visible holders
Holders
98
filers reporting
Concentration
16.12%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

98 institutions reported XNIEX in Q2 2026. WELLS FARGO & COMPANY/MN leads at 16.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$26M971K0.00%Q2 202602
Advisors Asset Management, Inc.
CIK 0001297376
$16M682K0.26%Q1 202603
ROYAL BANK OF CANADA
CIK 0001000275
$15M560K0.00%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M547K0.00%Q2 202605
MORGAN STANLEY
CIK 0000895421
$14M509K0.00%Q2 202606
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$13M487K0.08%Q2 202607
Saba Capital Management, L.P.
CIK 0001510281
$13M476K0.33%Q2 202608
LPL Financial LLC
CIK 0001403438
$9M343K0.00%Q2 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M277K0.01%Q2 202610
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CIK 0001794153
$6M227K1.16%Q2 202611
Invesco Ltd.
CIK 0000914208
$4M139K0.00%Q2 202612
UBS Group AG
CIK 0001610520
$3M130K0.00%Q2 202613
Allspring Global Investments Holdings, LLC
CIK 0001890906
$3M129K0.01%Q2 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M122K0.00%Q2 202615
D.A. DAVIDSON & CO.
CIK 0001080107
$3M104K0.02%Q2 202616
World Investment Advisors
CIK 0001652594
$3M118K0.04%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M94K0.00%Q2 202618
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$2M75K0.12%Q2 202619
OxenFree Capital LLC
CIK 0002009781
$2M73K0.88%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M80K0.00%Q1 2026
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