13FBOX
VIRTUS EQUITY & CONV INCM FD · 13F Institutional Holdings
Options Calculator Rankings
V

VIRTUS EQUITY & CONV INCM FD

NIE
Institutions
95
Combined AUM (Q2 2026)
$200.4M
Combined Shares (Q2 2026)
7.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+578,370
53 · 14 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-205,445
28 · 4 Exit · ≈
⚖️ Net
+372,925
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$200.4M
Institutions
95
New Buys
14
Adds
39
Reduces
24
Exits
4
Unchanged
18
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#50$26.1M970,804$22.2M951,188+19,616+2.06%Add
Advisors Asset Management, Inc.
0.27%0.26%#8$17.8M663,531$15.9M681,713-18,182-2.67%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#59$15.0M560,208$13.4M575,167-14,959-2.60%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#52$14.7M546,758$12.2M520,153+26,605+5.11%Add
MORGAN STANLEY
<0.01%<0.01%#70$13.7M508,646$13.5M537,515-28,869-5.37%Reduce
GUGGENHEIM CAPITAL LLC
0.08%0.08%#15$13.1M487,072$10.8M463,240+23,832+5.14%Add
Saba Capital Management, L.P.
0.33%0.23%#6$12.8M475,853$8.4M361,316+114,537+31.70%Add
LPL Financial LLC
<0.01%<0.01%#60$9.2M343,482$6.8M290,709+52,773+18.15%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#37$7.4M277,185$6.1M256,916+20,269+7.89%Add
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
1.16%1.06%#1$6.1M226,836$5.1M218,718+8,118+3.71%Add
Invesco Ltd.
<0.01%<0.01%#81$3.7M138,527$2.9M122,227+16,300+13.34%Add
UBS Group AG
<0.01%<0.01%#77$3.5M129,761$3.1M131,271-1,510-1.15%Reduce
Allspring Global Investments Holdings, LLC
0.01%<0.01%#44$3.5M128,831$1.9M80,112+48,719+60.81%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#84$3.3M121,832$2.8M119,094+2,738+2.30%Add
D.A. DAVIDSON & CO.
0.02%0.01%#34$2.8M103,773$1.9M79,317+24,456+30.83%Add
World Investment Advisors
0.04%0.04%#19$2.7M114,410$2.8M117,859-3,449-2.93%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#57$2.5M93,578$1.8M77,313+16,265+21.04%Add
EVOLVE PRIVATE WEALTH, LLC
0.12%0.1%#12$2.0M74,881$1.9M79,627-4,746-5.96%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#47$2.0M73,246$1.9M80,040-6,794-8.49%Reduce
OxenFree Capital LLC
0.88%0.8%#3$1.9M72,798$1.6M65,224+7,574+11.61%Add
WOLVERINE ASSET MANAGEMENT LLC
0.02%0.02%#32$1.8M66,997$2.1M91,386-24,389-26.69%Reduce
&PARTNERS
0.01%0.01%#40$1.8M65,891$1.4M60,312+5,579+9.25%Add
Capital Investment Advisors, LLC
0.02%0.02%#28$1.5M54,923$1.3M55,732-809-1.45%Reduce
Calamos Advisors LLC
<0.01%<0.01%#46$1.4M51,308$1.1M47,888+3,420+7.14%Add
Keystone Financial Group
0.07%0.07%#16$1.3M47,812$1.1M46,742+1,070+2.29%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#62$1.2M46,211$1.1M48,132-1,921-3.99%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#71$1.2M44,331$789,28733,788+10,543+31.20%Add
Integrated Wealth Concepts LLC
0.01%0.01%#41$1.2M43,554$1.0M42,979+575+1.34%Add
Logan Stone Capital, LLC
0.25%#9$1.2M43,459$00+43,459New Buy
Kestra Advisory Services, LLC
<0.01%<0.01%#53$1.1M40,465$895,64038,341+2,124+5.54%Add
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#61$1.1M39,850$931,00039,85000.00%Unchanged
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#85$959,04735,705$1.0M44,171-8,466-19.17%Reduce
Stolper Co
0.24%0.6%#10$925,46134,455$1.2M37,725-3,270-8.67%Reduce
Prospera Financial Services Inc
0.01%0.01%#36$891,69933,200$776,47633,242-42-0.13%Reduce
PMG Family Office LLC
0.8%0.83%#4$870,04932,392$741,61031,747+645+2.03%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#49$832,76731,004$730,09431,254-250-0.80%Reduce
Cornerstone Wealth Management, LLC
0.03%0.03%#22$814,04830,307$649,64127,810+2,497+8.98%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#72$787,33129,312$755,14932,327-3,015-9.33%Reduce
ROTHSCHILD INVESTMENT LLC
0.03%0.04%#24$778,69828,991$677,23028,99100.00%Unchanged
Allworth Financial LP
<0.01%<0.01%#55$756,10928,150$669,17128,646-496-1.73%Reduce
David J Yvars Group
0.33%0.27%#7$690,28525,699$482,47020,654+5,045+24.43%Add
LEVEL FOUR ADVISORY SERVICES, LLC
0.02%0.02%#29$687,66225,600$587,78925,161+439+1.74%Add
WEDBUSH SECURITIES INC
0.02%0.02%#31$686,16525,546$597,00025,537+9+0.04%Add
Concurrent Investment Advisors, LLC
0.01%0.01%#43$651,99124,274$559,49323,951+323+1.35%Add
Miller Financial Services LLC
0.5%#5$623,15223,200$00+23,200New Buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.07%0.03%#17$578,77921,548$234,93210,057+11,491+114.26%Add
Centurion Wealth Management LLC
0.14%0.11%#11$577,73321,509$502,45121,50900.00%Unchanged
TRUIST FINANCIAL CORP
<0.01%<0.01%#74$525,89819,579$468,25620,045-466-2.32%Reduce
Baird Financial Group, Inc.
<0.01%<0.01%#73$464,81217,305$441,49118,899-1,594-8.43%Reduce
PFG Investments, LLC
0.02%0.02%#33$406,06415,118$351,89415,064+54+0.36%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow