CUSIP 92838R105
VIRTUS CONVERTIBLE & INC 202
57 institutions · $58.2M total · 6,773,866 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1,188,298 | $10.7M | 17.54% | 2024-06-30 |
| 2 | MORGAN STANLEY | 1,078,085 | $9.7M | 15.91% | 2025-03-31 |
| 3 | WELLS FARGO & COMPANY/MN | 557,346 | $5.0M | 8.22% | 2024-06-30 |
| 4 | JANE STREET GROUP, LLC | 471,692 | $4.3M | 6.96% | 2024-06-30 |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 460,002 | $4.1M | 6.79% | 2024-06-30 |
| 6 | STIFEL FINANCIAL CORP | 312,969 | $2.8M | 4.62% | 2024-06-30 |
| 7 | BANK OF AMERICA CORP /DE/ | 279,089 | $2.5M | 4.12% | 2024-06-30 |
| 8 | Almitas Capital LLC | 271,764 | $2.4M | 4.01% | 2024-06-30 |
| 9 | Royal Bank of Canada | 271,848 | $2.4M | 4.01% | 2024-09-30 |
| 10 | Beverly Hills Private Wealth, LLC | 214,579 | $1.9M | 3.16% | 2024-06-30 |
| 11 | Bulldog Investors, LLP | 197,321 | $1.8M | 2.91% | 2024-06-30 |
| 12 | Chicago Partners Investment Group LLC | 123,621 | $1.1M | 1.82% | 2024-06-30 |
| 13 | UBS Group AG | 123,319 | $1.1M | 1.82% | 2024-06-30 |
| 14 | Raymond James Financial Services Advisors, Inc. | 115,950 | $1.0M | 1.71% | 2023-12-31 |
| 15 | Advisors Asset Management, Inc. | 108,768 | $957.7K | 1.60% | 2024-03-31 |
| 16 | CSS LLC/IL | 86,519 | $779.7K | 1.27% | 2024-06-30 |
| 17 | StoneX Group Inc. | 72,194 | $629.5K | 1.06% | 2025-06-30 |
| 18 | E&G Advisors, LP | 57,742 | $520.4K | 0.85% | 2024-06-30 |
| 19 | Sanctuary Advisors, LLC | 57,082 | $509.7K | 0.84% | 2024-09-30 |
| 20 | AMERIPRISE FINANCIAL INC | 38,685 | $348.6K | 0.57% | 2024-06-30 |
| 21 | TFB Advisors LLC | 36,903 | $328.4K | 0.54% | 2024-03-31 |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,814 | $313.7K | 0.51% | 2024-06-30 |
| 23 | FIRST TRUST ADVISORS LP | 26,541 | $239.2K | 0.39% | 2024-06-30 |
| 24 | Arlington Capital Management, Inc. | 25,934 | $227.7K | 0.38% | 2023-12-31 |
| 25 | Atlas Wealth LLC | 22,377 | $202.0K | 0.33% | 2024-06-30 |
| 26 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 21,844 | $192.3K | 0.32% | 2024-03-31 |
| 27 | GUGGENHEIM CAPITAL LLC | 20,648 | $181.9K | 0.30% | 2024-03-31 |
| 28 | Shaker Financial Services, LLC | 18,126 | $159.6K | 0.26% | 2024-03-31 |
| 29 | Royal Fund Management, LLC | 16,610 | $143.2K | 0.24% | 2023-06-30 |
| 30 | B. Riley Wealth Advisors, Inc. | 15,373 | $138.5K | 0.22% | 2024-06-30 |
| 31 | Merit Financial Group, LLC | 15,164 | $136.7K | 0.22% | 2024-06-30 |
| 32 | Cypress Wealth Services, LLC | 14,500 | $130.7K | 0.21% | 2024-06-30 |
| 33 | Pine Valley Investments Ltd Liability Co | 13,451 | $118.1K | 0.19% | 2023-12-31 |
| 34 | RAYMOND JAMES & ASSOCIATES | 12,500 | $112.7K | 0.18% | 2024-06-30 |
| 35 | LPL Financial LLC | 12,451 | $112.2K | 0.18% | 2024-06-30 |
| 36 | Invesco Ltd. | 11,587 | $102.0K | 0.17% | 2024-03-31 |
| 37 | Rockefeller Capital Management L.P. | 11,750 | $101.3K | 0.17% | 2023-09-30 |
| 38 | OmniStar Financial Group, Inc. | 11,074 | $99.8K | 0.16% | 2024-06-30 |
| 39 | Cetera Investment Advisers | 11,299 | $99.5K | 0.16% | 2024-03-31 |
| 40 | SIGNATUREFD, LLC | 10,473 | $94.4K | 0.15% | 2024-06-30 |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 10,218 | $92.1K | 0.15% | 2024-06-30 |
| 42 | UMB Bank, n.a. | 4,250 | $38.3K | 0.06% | 2024-06-30 |
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,913 | $25.6K | 0.04% | 2024-03-31 |
| 44 | CoreCap Advisors, LLC | 2,775 | $24.4K | 0.04% | 2024-06-30 |
| 45 | Steward Partners Investment Advisory, LLC | 2,027 | $18.3K | 0.02% | 2024-06-30 |
| 46 | Koesten, Hirschmann & Crabtree, INC. | 1,000 | $8.8K | 0.01% | 2023-12-31 |
| 47 | ADVISOR GROUP HOLDINGS, INC. | 904 | $8.2K | 0.01% | 2024-06-30 |
| 48 | Geneos Wealth Management Inc. | 709 | $6.4K | 0.01% | 2024-06-30 |
| 49 | JPMORGAN CHASE & CO | 663 | $5.8K | 0.00% | 2023-12-31 |
| 50 | SIT INVESTMENT ASSOCIATES INC | 250,787 | $2.3K | 3.70% | 2024-06-30 |
| 51 | NewEdge Advisors, LLC | 209 | $1.9K | 0.00% | 2024-06-30 |
| 52 | WEDBUSH SECURITIES INC | 21,257 | $192 | 0.31% | 2024-06-30 |
| 53 | COMMONWEALTH EQUITY SERVICES, LLC | 14,600 | $129 | 0.21% | 2024-03-31 |
| 54 | Janney Montgomery Scott LLC | 10,660 | $96 | 0.15% | 2024-06-30 |
| 55 | FMR LLC | 2 | $18 | 0.00% | 2024-06-30 |
| 56 | FNY Investment Advisers, LLC | 600 | $5 | 0.00% | 2023-12-31 |
| 57 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-06-30 |