CUSIP 92840N100
VIRTUS DIVERSIFIED INCM & CO
74 institutions · $63.1M total · 2,481,702 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 379,614 | $10.0M | 15.29% | 2025-12-31 |
| 2 | GUGGENHEIM CAPITAL LLC | 361,160 | $9.5M | 14.55% | 2025-12-31 |
| 3 | LPL Financial LLC | 298,852 | $7.9M | 12.04% | 2025-12-31 |
| 4 | Advisors Asset Management, Inc. | 222,978 | $5.9M | 8.98% | 2025-12-31 |
| 5 | RAYMOND JAMES FINANCIAL INC | 136,292 | $3.6M | 5.49% | 2025-12-31 |
| 6 | RAYMOND JAMES & ASSOCIATES | 136,344 | $2.9M | 5.49% | 2024-09-30 |
| 7 | BANK OF AMERICA CORP /DE/ | 98,348 | $2.6M | 3.96% | 2025-12-31 |
| 8 | MORGAN STANLEY | 81,974 | $2.2M | 3.30% | 2025-12-31 |
| 9 | Emissary Wealth LLC | 79,499 | $2.1M | 3.20% | 2025-12-31 |
| 10 | Royal Bank of Canada | 69,462 | $1.8M | 2.79% | 2025-12-31 |
| 11 | ADVISOR GROUP HOLDINGS, INC. | 47,469 | $1.2M | 1.91% | 2025-12-31 |
| 12 | PMG Family Office LLC | 42,384 | $1.1M | 1.70% | 2025-12-31 |
| 13 | Shaker Financial Services, LLC | 42,344 | $846.9K | 1.70% | 2025-03-31 |
| 14 | CITADEL ADVISORS LLC | 37,912 | $804.5K | 1.52% | 2024-06-30 |
| 15 | WORLD EQUITY GROUP, INC. | 29,867 | $785.2K | 1.20% | 2025-12-31 |
| 16 | DAVENPORT & Co LLC | 25,528 | $671.1K | 1.02% | 2025-12-31 |
| 17 | Gilliland Jeter Wealth Management LLC | 25,098 | $659.8K | 1.01% | 2025-12-31 |
| 18 | MCDONALD PARTNERS LLC | 24,700 | $649.4K | 0.99% | 2025-12-31 |
| 19 | B. Riley Wealth Advisors, Inc. | 24,569 | $645.9K | 0.99% | 2025-12-31 |
| 20 | Apollon Wealth Management, LLC | 23,952 | $629.7K | 0.96% | 2025-12-31 |
| 21 | Invesco Ltd. | 20,601 | $541.6K | 0.83% | 2025-12-31 |
| 22 | STIFEL FINANCIAL CORP | 18,420 | $484.3K | 0.74% | 2025-12-31 |
| 23 | WOLVERINE ASSET MANAGEMENT LLC | 19,438 | $468.5K | 0.78% | 2025-09-30 |
| 24 | SFI Advisors, LLC | 21,488 | $398.8K | 0.86% | 2023-03-31 |
| 25 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 15,320 | $369.2K | 0.61% | 2025-09-30 |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 13,233 | $347.9K | 0.53% | 2025-12-31 |
| 27 | UBS Group AG | 11,813 | $310.6K | 0.47% | 2025-12-31 |
| 28 | RVW Wealth, LLC | 12,100 | $289.8K | 0.48% | 2024-03-31 |
| 29 | Relyea Zuckerberg Hanson LLC | 10,051 | $264.2K | 0.40% | 2025-12-31 |
| 30 | OPPENHEIMER & CO INC | 9,984 | $262.5K | 0.40% | 2025-12-31 |
| 31 | U.S. Capital Wealth Advisors, LLC | 9,825 | $258.3K | 0.39% | 2025-12-31 |
| 32 | Pensionmark Financial Group, LLC | 9,763 | $249.3K | 0.39% | 2025-12-31 |
| 33 | Hennion & Walsh Asset Management, Inc. | 10,680 | $244.5K | 0.43% | 2025-06-30 |
| 34 | D.A. DAVIDSON & CO. | 9,072 | $238.5K | 0.36% | 2025-12-31 |
| 35 | WILEY BROS.-AINTREE CAPITAL, LLC | 8,200 | $215.6K | 0.33% | 2025-12-31 |
| 36 | Integrated Wealth Concepts LLC | 7,780 | $204.5K | 0.31% | 2025-12-31 |
| 37 | Atria Wealth Solutions, Inc. | 10,560 | $203.9K | 0.42% | 2023-09-30 |
| 38 | Cornerstone Advisors, LLC | 7,400 | $178.3K | 0.29% | 2025-09-30 |
| 39 | Kestra Advisory Services, LLC | 5,460 | $143.6K | 0.22% | 2025-12-31 |
| 40 | JPMORGAN CHASE & CO | 5,107 | $95.3K | 0.20% | 2023-12-31 |
| 41 | NewEdge Advisors, LLC | 3,595 | $94.5K | 0.14% | 2025-12-31 |
| 42 | Steward Partners Investment Advisory, LLC | 3,400 | $89.4K | 0.13% | 2025-12-31 |
| 43 | Raleigh Capital Management Inc. | 3,346 | $73.4K | 0.13% | 2024-12-31 |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,777 | $73.0K | 0.11% | 2025-12-31 |
| 45 | AMERICAN NATIONAL BANK | 2,082 | $54.7K | 0.08% | 2025-12-31 |
| 46 | Farther Finance Advisors, LLC | 1,977 | $52.0K | 0.07% | 2025-12-31 |
| 47 | Westside Investment Management, Inc. | 1,867 | $49.1K | 0.07% | 2025-12-31 |
| 48 | Elequin Securities, LLC | 1,871 | $37.4K | 0.07% | 2025-03-31 |
| 49 | BALDWIN BROTHERS LLC/MA | 2,000 | $37.3K | 0.08% | 2023-12-31 |
| 50 | SIGNATUREFD, LLC | 2,000 | $37.1K | 0.08% | 2023-03-31 |
| 51 | Sugarloaf Wealth Management, LLC | 1,785 | $34.5K | 0.07% | 2023-06-30 |
| 52 | New Hampshire Trust | 1,650 | $31.9K | 0.06% | 2023-06-30 |
| 53 | US BANCORP \DE\ | 1,384 | $29.7K | 0.05% | 2024-09-30 |
| 54 | Newbridge Financial Services Group, Inc. | 1,200 | $28.9K | 0.04% | 2025-09-30 |
| 55 | Glassman Wealth Services | 1,477 | $27.6K | 0.05% | 2023-12-31 |
| 56 | MONTAG A & ASSOCIATES INC | 1,066 | $23.4K | 0.04% | 2024-12-31 |
| 57 | High Net Worth Advisory Group LLC | 1,126 | $20.9K | 0.04% | 2023-03-31 |
| 58 | Ahrens Investment Partners LLC | 900 | $17.4K | 0.03% | 2023-06-30 |
| 59 | Sunbelt Securities, Inc. | 660 | $17.4K | 0.02% | 2025-12-31 |
| 60 | Keating Financial Advisory Services, Inc. | 493 | $12.9K | 0.01% | 2025-12-31 |
| 61 | ICA Group Wealth Management, LLC | 500 | $12.0K | 0.02% | 2024-03-31 |
| 62 | Advisory Services Network, LLC | 461 | $11.1K | 0.01% | 2025-09-30 |
| 63 | Synergy Asset Management, LLC | 421 | $9.0K | 0.01% | 2024-12-31 |
| 64 | COMERICA BANK | 114 | $2.7K | 0.00% | 2024-03-31 |
| 65 | WPG Advisers, LLC | 70 | $1.5K | 0.00% | 2025-03-31 |
| 66 | Allworth Financial LP | 48 | $1.3K | 0.00% | 2025-12-31 |
| 67 | TCI Wealth Advisors, Inc. | 60 | $1.2K | 0.00% | 2023-06-30 |
| 68 | Janney Montgomery Scott LLC | 8,730 | $209 | 0.35% | 2024-03-31 |
| 69 | WEDBUSH SECURITIES INC | 8,591 | $206 | 0.34% | 2024-03-31 |
| 70 | FMR LLC | 5 | $131 | 0.00% | 2025-12-31 |
| 71 | SALEM INVESTMENT COUNSELORS INC | 0 | $66 | 0.00% | 2023-03-31 |
| 72 | FNY Investment Advisers, LLC | 1,200 | $22 | 0.04% | 2023-12-31 |
| 73 | Wood Tarver Financial Group, LLC | 205 | $4 | 0.00% | 2025-06-30 |
| 74 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |