CUSIP 92838X805
VIRTUS CONVERTIBLE & INCOME
86 institutions · $87.2M total · 6,646,030 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Congress Park Capital LLC | 735,137 | $11.1M | 11.06% | 2025-12-31 |
| 2 | Advisors Asset Management, Inc. | 699,109 | $10.6M | 10.51% | 2025-12-31 |
| 3 | MORGAN STANLEY | 683,437 | $10.4M | 10.28% | 2025-12-31 |
| 4 | LPL Financial LLC | 369,672 | $5.6M | 5.56% | 2025-12-31 |
| 5 | GUGGENHEIM CAPITAL LLC | 335,991 | $5.1M | 5.05% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 293,700 | $4.4M | 4.41% | 2025-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 270,722 | $4.1M | 4.07% | 2025-12-31 |
| 8 | AMERIPRISE FINANCIAL INC | 267,080 | $4.0M | 4.01% | 2025-12-31 |
| 9 | Thomas J. Herzfeld Advisors, Inc. | 174,319 | $2.6M | 2.62% | 2025-12-31 |
| 10 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 184,971 | $2.4M | 2.78% | 2025-03-31 |
| 11 | Saba Capital Management, L.P. | 152,874 | $2.3M | 2.30% | 2025-12-31 |
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 143,436 | $2.2M | 2.15% | 2025-12-31 |
| 13 | Private Advisor Group, LLC | 135,407 | $2.1M | 2.03% | 2025-12-31 |
| 14 | Summit Financial, LLC | 124,267 | $1.9M | 1.86% | 2025-12-31 |
| 15 | OSAIC HOLDINGS, INC. | 109,902 | $1.7M | 1.65% | 2025-12-31 |
| 16 | WNY Asset Management, LLC | 104,704 | $1.6M | 1.57% | 2025-09-30 |
| 17 | NewEdge Advisors, LLC | 76,741 | $1.2M | 1.15% | 2025-12-31 |
| 18 | Invesco Ltd. | 64,314 | $974.4K | 0.96% | 2025-12-31 |
| 19 | Cornerstone Advisors, LLC | 63,250 | $948.8K | 0.95% | 2025-09-30 |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62,361 | $944.8K | 0.93% | 2025-12-31 |
| 21 | Logan Stone Capital, LLC | 53,013 | $803.1K | 0.79% | 2025-12-31 |
| 22 | Kestra Advisory Services, LLC | 49,479 | $749.6K | 0.74% | 2025-12-31 |
| 23 | Shaker Financial Services, LLC | 46,486 | $704.3K | 0.69% | 2025-12-31 |
| 24 | Royal Bank of Canada | 36,846 | $558.0K | 0.55% | 2025-12-31 |
| 25 | CHOREO, LLC | 32,644 | $501.1K | 0.49% | 2025-12-31 |
| 26 | Lido Advisors, LLC | 31,729 | $475.9K | 0.47% | 2025-12-31 |
| 27 | ROBINSON CAPITAL MANAGEMENT, LLC | 31,336 | $474.7K | 0.47% | 2025-12-31 |
| 28 | Walleye Capital LLC | 31,707 | $450.2K | 0.47% | 2025-06-30 |
| 29 | READYSTATE ASSET MANAGEMENT LP | 26,335 | $399.0K | 0.39% | 2025-12-31 |
| 30 | Cetera Investment Advisers | 26,311 | $398.6K | 0.39% | 2025-12-31 |
| 31 | Ionic Capital Management LLC | 28,013 | $397.8K | 0.42% | 2025-06-30 |
| 32 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25,451 | $385.6K | 0.38% | 2025-12-31 |
| 33 | Merit Financial Group, LLC | 22,946 | $347.6K | 0.34% | 2025-12-31 |
| 34 | Pathstone Holdings, LLC | 22,170 | $335.9K | 0.33% | 2025-12-31 |
| 35 | &PARTNERS | 21,623 | $327.6K | 0.32% | 2025-12-31 |
| 36 | UBS Group AG | 21,301 | $322.7K | 0.32% | 2025-12-31 |
| 37 | Mariner, LLC | 19,977 | $302.6K | 0.30% | 2025-12-31 |
| 38 | Total Wealth Planning & Management, Inc. | 20,217 | $287.1K | 0.30% | 2025-06-30 |
| 39 | Good Life Advisors, LLC | 19,565 | $277.8K | 0.29% | 2025-06-30 |
| 40 | JANE STREET GROUP, LLC | 18,225 | $273.4K | 0.27% | 2025-09-30 |
| 41 | INTEGRATED CAPITAL MANAGEMENT, INC. | 17,132 | $259.5K | 0.25% | 2025-12-31 |
| 42 | CoreCap Advisors, LLC | 16,005 | $242.5K | 0.24% | 2025-12-31 |
| 43 | RAYMOND JAMES FINANCIAL INC | 13,554 | $205.3K | 0.20% | 2025-12-31 |
| 44 | E&G Advisors, LP | 13,094 | $198.4K | 0.19% | 2025-12-31 |
| 45 | HighTower Advisors, LLC | 13,020 | $197.3K | 0.19% | 2025-12-31 |
| 46 | Closed-End Fund Advisors, Inc. | 11,835 | $179.3K | 0.17% | 2025-12-31 |
| 47 | Everstar Asset Management, LLC | 11,525 | $174.6K | 0.17% | 2025-12-31 |
| 48 | Alteri Wealth LLC | 11,326 | $171.6K | 0.17% | 2025-12-31 |
| 49 | STIFEL FINANCIAL CORP | 10,295 | $146.2K | 0.15% | 2025-06-30 |
| 50 | Global Retirement Partners, LLC | 8,404 | $127.3K | 0.12% | 2025-12-31 |
| 51 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5,632 | $84.5K | 0.08% | 2025-09-30 |
| 52 | Elequin Capital, LP | 4,907 | $69.7K | 0.07% | 2025-06-30 |
| 53 | WELLS FARGO & COMPANY/MN | 3,838 | $58.1K | 0.05% | 2025-12-31 |
| 54 | Pinnacle Wealth Planning Services, Inc. | 2,984 | $45.2K | 0.04% | 2025-12-31 |
| 55 | Fortitude Family Office, LLC | 2,500 | $37.9K | 0.03% | 2025-12-31 |
| 56 | TRUST CO OF VERMONT | 1,631 | $24.7K | 0.02% | 2025-12-31 |
| 57 | WPG Advisers, LLC | 1,077 | $16.3K | 0.01% | 2025-12-31 |
| 58 | Ameritas Advisory Services, LLC | 1,002 | $15.0K | 0.01% | 2025-09-30 |
| 59 | Kilter Group LLC | 932 | $14.0K | 0.01% | 2025-12-31 |
| 60 | GHP Investment Advisors, Inc. | 750 | $11.4K | 0.01% | 2025-12-31 |
| 61 | Financial Gravity Companies, Inc. | 793 | $11.3K | 0.01% | 2025-06-30 |
| 62 | PEOPLES FINANCIAL SERVICES CORP. | 707 | $10.7K | 0.01% | 2025-12-31 |
| 63 | Financial Gravity Asset Management, Inc. | 793 | $10.3K | 0.01% | 2025-03-31 |
| 64 | Penserra Capital Management LLC | 667,124 | $10.1K | 10.03% | 2025-12-31 |
| 65 | COMERICA BANK | 651 | $9.9K | 0.00% | 2025-12-31 |
| 66 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 603 | $9.1K | 0.00% | 2025-12-31 |
| 67 | Allworth Financial LP | 372 | $5.6K | 0.00% | 2025-12-31 |
| 68 | COLDSTREAM CAPITAL MANAGEMENT INC | 420 | $5.4K | 0.00% | 2025-03-31 |
| 69 | Newbridge Financial Services Group, Inc. | 356 | $5.3K | 0.00% | 2025-09-30 |
| 70 | Wealth Preservation Advisors, LLC | 196 | $3.0K | 0.00% | 2025-12-31 |
| 71 | HIGHLINE WEALTH PARTNERS LLC | 150 | $2.3K | 0.00% | 2025-12-31 |
| 72 | MAI Capital Management | 125 | $1.6K | 0.00% | 2025-03-31 |
| 73 | PARK AVENUE SECURITIES LLC | 86,064 | $1.3K | 1.29% | 2025-12-31 |
| 74 | Farther Finance Advisors, LLC | 68 | $1.0K | 0.00% | 2025-12-31 |
| 75 | ASSETMARK, INC | 57 | $864 | 0.00% | 2025-12-31 |
| 76 | Tower Research Capital LLC (TRC) | 51 | $659 | 0.00% | 2025-03-31 |
| 77 | COMMONWEALTH EQUITY SERVICES, LLC | 35,139 | $499 | 0.52% | 2025-06-30 |
| 78 | Parallel Advisors, LLC | 36 | $465 | 0.00% | 2025-03-31 |
| 79 | Cambridge Investment Research Advisors, Inc. | 28,121 | $426 | 0.42% | 2025-12-31 |
| 80 | Thrivent Financial for Lutherans | 21,677 | $328 | 0.32% | 2025-12-31 |
| 81 | WEDBUSH SECURITIES INC | 10,000 | $142 | 0.15% | 2025-06-30 |
| 82 | Rockefeller Capital Management L.P. | 5 | $82 | 0.00% | 2025-12-31 |
| 83 | JPMORGAN CHASE & CO | 5 | $65 | 0.00% | 2025-03-31 |
| 84 | CWM, LLC | 4,305 | $65 | 0.06% | 2025-12-31 |
| 85 | FMR LLC | 1 | $15 | 0.00% | 2025-12-31 |
| 86 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |