GREENFIELD, MA
VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUNDACV— Latest position per institution from SEC 13F filings
15
Institutional holders
2.26M
Total shares held
62.36M
Estimated value
113.19K
Avg. position size
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
461.78K
Value
13.09M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
340.12K
Value
9.64M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
322.14K
Value
9.13M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
154.51K
Value
4.38M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
143.61K
Value
4.07M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
136.34K
Value
2.93M
Filed
Sep 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
101.97K
Value
2.89M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
91.29K
Value
2.59M
Filed
Jun 30, 2026
EMISSARY WEALTH LLC
CIK 2107252
Shares
80.76K
Value
2.29M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
73.58K
Value
2.08M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
55.10K
Value
1.56M
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
50.69K
Value
1.44M
Filed
Jun 30, 2026
WORLD EQUITY GROUP, INC.
CIK 878770
Shares
45.76K
Value
1.11M
Filed
Sep 30, 2026
PMG FAMILY OFFICE LLC
CIK 2102299
Shares
44.04K
Value
1.06M
Filed
Sep 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
37.91K
Value
804.49K
Filed
Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
CIK 1536186
Shares
25.94K
Value
625.06K
Filed
Sep 30, 2025
GILLILAND JETER WEALTH MANAGEMENT LLC
CIK 2009886
Shares
24.78K
Value
702.28K
Filed
Jun 30, 2026
MCDONALD PARTNERS LLC
CIK 1331074
Shares
24.70K
Value
700K
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
24.35K
Value
690.12K
Filed
Jun 30, 2026
B. RILEY WEALTH ADVISORS, INC.
CIK 1464811
Shares
24.31K
Value
587.84K
Filed
Sep 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 72971 | 461.78K | 13.09M | Jun 30, 2026 |
| 2 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 340.12K | 9.64M | Jun 30, 2026 |
| 3 | GUGGENHEIM CAPITAL LLC | 1283072 | 322.14K | 9.13M | Jun 30, 2026 |
| 4 | RAYMOND JAMES FINANCIAL INC | 720005 | 154.51K | 4.38M | Jun 30, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 143.61K | 4.07M | Jun 30, 2026 |
| 6 | RAYMOND JAMES & ASSOCIATES | 1084208 | 136.34K | 2.93M | Sep 30, 2024 |
| 7 | BANK OF AMERICA CORP /DE/ | 70858 | 101.97K | 2.89M | Jun 30, 2026 |
| 8 | MORGAN STANLEY | 895421 | 91.29K | 2.59M | Jun 30, 2026 |
| 9 | EMISSARY WEALTH LLC | 2107252 | 80.76K | 2.29M | Jun 30, 2026 |
| 10 | ROYAL BANK OF CANADA | 1000275 | 73.58K | 2.08M | Jun 30, 2026 |
| 11 | OSAIC HOLDINGS, INC. | 1677044 | 55.10K | 1.56M | Jun 30, 2026 |
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 50.69K | 1.44M | Jun 30, 2026 |
| 13 | WORLD EQUITY GROUP, INC. | 878770 | 45.76K | 1.11M | Sep 30, 2026 |
| 14 | PMG FAMILY OFFICE LLC | 2102299 | 44.04K | 1.06M | Sep 30, 2026 |
| 15 | CITADEL ADVISORS LLC | 1423053 | 37.91K | 804.49K | Jun 30, 2024 |
| 16 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | 25.94K | 625.06K | Sep 30, 2025 |
| 17 | GILLILAND JETER WEALTH MANAGEMENT LLC | 2009886 | 24.78K | 702.28K | Jun 30, 2026 |
| 18 | MCDONALD PARTNERS LLC | 1331074 | 24.70K | 700K | Jun 30, 2026 |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 24.35K | 690.12K | Jun 30, 2026 |
| 20 | B. RILEY WEALTH ADVISORS, INC. | 1464811 | 24.31K | 587.84K | Sep 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.