GREENFIELD, MA
VIRTUS GLOBAL MULTI-SECTOR INCOME FUNDVGI— Latest position per institution from SEC 13F filings
15
Institutional holders
4.50M
Total shares held
18.43M
Estimated value
224.91K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
1.91M
Value
14.11K
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
335.53K
Value
2.48M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
308.29K
Value
2.28M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
199.57K
Value
1.47M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
191.45K
Value
1.55M
Filed
Sep 30, 2024
CORECAP ADVISORS, LLC
CIK 1902501
Shares
169.78K
Value
1.25M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
163.28K
Value
1.21M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
161.25K
Value
1.25M
Filed
Mar 31, 2023
FIERA CAPITAL CORP
CIK 1505817
Shares
150.70K
Value
1.11M
Filed
Mar 31, 2026
NEWEDGE ADVISORS, LLC
CIK 1633516
Shares
130.21K
Value
1.02M
Filed
Dec 31, 2025
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
123.69K
Value
912.82K
Filed
Mar 31, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
118.81K
Value
876.78K
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
83.89K
Value
679.49K
Filed
Sep 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
83.54K
Value
624.00
Filed
Sep 30, 2022
STEPHENS INC /AR/
CIK 757657
Shares
75.16K
Value
554.67K
Filed
Mar 31, 2026
MATISSE CAPITAL
CIK 1668256
Shares
71.30K
Value
551.64K
Filed
Mar 31, 2025
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
64.28K
Value
474.34K
Filed
Mar 31, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
59.59K
Value
440.00
Filed
Mar 31, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
50.75K
Value
393.32K
Filed
Dec 31, 2022
MERIT FINANCIAL GROUP, LLC
CIK 1621225
Shares
45.89K
Value
355.62K
Filed
Dec 31, 2022
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 1.91M | 14.11K | Mar 31, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 335.53K | 2.48M | Mar 31, 2026 |
| 3 | MORGAN STANLEY | 895421 | 308.29K | 2.28M | Mar 31, 2026 |
| 4 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 199.57K | 1.47M | Mar 31, 2026 |
| 5 | RAYMOND JAMES & ASSOCIATES | 1084208 | 191.45K | 1.55M | Sep 30, 2024 |
| 6 | CORECAP ADVISORS, LLC | 1902501 | 169.78K | 1.25M | Mar 31, 2026 |
| 7 | RAYMOND JAMES FINANCIAL INC | 720005 | 163.28K | 1.21M | Mar 31, 2026 |
| 8 | INVESCO LTD. | 914208 | 161.25K | 1.25M | Mar 31, 2023 |
| 9 | FIERA CAPITAL CORP | 1505817 | 150.70K | 1.11M | Mar 31, 2026 |
| 10 | NEWEDGE ADVISORS, LLC | 1633516 | 130.21K | 1.02M | Dec 31, 2025 |
| 11 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 123.69K | 912.82K | Mar 31, 2026 |
| 12 | STIFEL FINANCIAL CORP | 720672 | 118.81K | 876.78K | Mar 31, 2026 |
| 13 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 83.89K | 679.49K | Sep 30, 2024 |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 83.54K | 624.00 | Sep 30, 2022 |
| 15 | STEPHENS INC /AR/ | 757657 | 75.16K | 554.67K | Mar 31, 2026 |
| 16 | MATISSE CAPITAL | 1668256 | 71.30K | 551.64K | Mar 31, 2025 |
| 17 | OSAIC HOLDINGS, INC. | 1677044 | 64.28K | 474.34K | Mar 31, 2026 |
| 18 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 59.59K | 440.00 | Mar 31, 2026 |
| 19 | LOGAN STONE CAPITAL, LLC | 1535521 | 50.75K | 393.32K | Dec 31, 2022 |
| 20 | MERIT FINANCIAL GROUP, LLC | 1621225 | 45.89K | 355.62K | Dec 31, 2022 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.