GREENFIELD, MA
VIRTUS GLOBAL MULTI-SECTOR INCOME FUNDVGI— Latest position per institution from SEC 13F filings
15
Institutional holders
4.54M
Total shares held
18.65M
Estimated value
227.08K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
1.92M
Value
14.43K
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
344.71K
Value
2.59M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
321.17K
Value
2.41M
Filed
Jun 30, 2026
CORECAP ADVISORS, LLC
CIK 1902501
Shares
193.34K
Value
1.31M
Filed
Sep 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
191.45K
Value
1.55M
Filed
Sep 30, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
169.31K
Value
1.27M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
161.25K
Value
1.25M
Filed
Mar 31, 2023
FIERA CAPITAL CORP
CIK 1505817
Shares
154.90K
Value
1.16M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
150.79K
Value
1.02M
Filed
Sep 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
123.26K
Value
924.00
Filed
Jun 30, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
117.72K
Value
882.97K
Filed
Jun 30, 2026
NEWEDGE ADVISORS, LLC
CIK 1633516
Shares
116.43K
Value
873.25K
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
89.69K
Value
672.70K
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
83.89K
Value
679.07K
Filed
Sep 30, 2024
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
81.80K
Value
613.53K
Filed
Jun 30, 2026
STEPHENS INC /AR/
CIK 757657
Shares
79.22K
Value
594.13K
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
73.94K
Value
554.58K
Filed
Jun 30, 2026
MATISSE CAPITAL
CIK 1668256
Shares
71.30K
Value
551.64K
Filed
Mar 31, 2025
TOTAL WEALTH PLANNING & MANAGEMENT, INC.
CIK 2058383
Shares
52.51K
Value
354.46K
Filed
Sep 30, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
CIK 1536186
Shares
41.55K
Value
314.53K
Filed
Jun 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 1.92M | 14.43K | Jun 30, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 344.71K | 2.59M | Jun 30, 2026 |
| 3 | MORGAN STANLEY | 895421 | 321.17K | 2.41M | Jun 30, 2026 |
| 4 | CORECAP ADVISORS, LLC | 1902501 | 193.34K | 1.31M | Sep 30, 2026 |
| 5 | RAYMOND JAMES & ASSOCIATES | 1084208 | 191.45K | 1.55M | Sep 30, 2024 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 169.31K | 1.27M | Jun 30, 2026 |
| 7 | INVESCO LTD. | 914208 | 161.25K | 1.25M | Mar 31, 2023 |
| 8 | FIERA CAPITAL CORP | 1505817 | 154.90K | 1.16M | Jun 30, 2026 |
| 9 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 150.79K | 1.02M | Sep 30, 2026 |
| 10 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 123.26K | 924.00 | Jun 30, 2026 |
| 11 | STIFEL FINANCIAL CORP | 720672 | 117.72K | 882.97K | Jun 30, 2026 |
| 12 | NEWEDGE ADVISORS, LLC | 1633516 | 116.43K | 873.25K | Jun 30, 2026 |
| 13 | OSAIC HOLDINGS, INC. | 1677044 | 89.69K | 672.70K | Jun 30, 2026 |
| 14 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 83.89K | 679.07K | Sep 30, 2024 |
| 15 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 81.80K | 613.53K | Jun 30, 2026 |
| 16 | STEPHENS INC /AR/ | 757657 | 79.22K | 594.13K | Jun 30, 2026 |
| 17 | WELLS FARGO & COMPANY/MN | 72971 | 73.94K | 554.58K | Jun 30, 2026 |
| 18 | MATISSE CAPITAL | 1668256 | 71.30K | 551.64K | Mar 31, 2025 |
| 19 | TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 2058383 | 52.51K | 354.46K | Sep 30, 2026 |
| 20 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | 41.55K | 314.53K | Jun 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.