13FBOX
VIRTUS GLOBAL MULTI-SECTOR I · 13F Institutional Holdings
Options Calculator Rankings
V

VIRTUS GLOBAL MULTI-SECTOR I

VGI
Institutions
36
Combined AUM (Q2 2026)
$32.5M
Combined Shares (Q2 2026)
4.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+246,125
21 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-78,512
11 · 1 Exit · ≈
⚖️ Net
+167,613
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$32.5M
Institutions
36
New Buys
3
Adds
18
Reduces
10
Exits
1
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SIT INVESTMENT ASSOCIATES INC
0.27%0.29%#2$14.4M1.9M$14.1M1.9M+12,098+0.63%Add
LPL Financial LLC
<0.01%<0.01%#23$2.6M344,710$2.5M335,532+9,178+2.74%Add
MORGAN STANLEY
<0.01%<0.01%#26$2.4M321,166$2.2M274,506+46,660+17.00%Add
Shaker Financial Services, LLC
0.5%0.51%#1$1.6M214,646$1.5M199,567+15,079+7.56%Add
CoreCap Advisors, LLC
0.04%0.04%#8$1.3M173,428$1.3M169,783+3,645+2.15%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#24$1.3M169,306$1.2M163,282+6,024+3.69%Add
Fiera Capital Corp
<0.01%<0.01%#13$1.2M154,898$1.1M150,701+4,197+2.78%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#15$924,435123,258$440,00059,592+63,666+106.84%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#22$882,971117,724$876,778118,805-1,081-0.91%Reduce
NewEdge Advisors, LLC
<0.01%<0.01%#14$873,251116,433$860,124116,548-115-0.10%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$672,69689,694$474,34464,275+25,419+39.55%Add
1607 Capital Partners, LLC
0.05%0.07%#7$613,53081,804$912,817123,688-41,884-33.86%Reduce
STEPHENS INC /AR/
0.01%0.01%#11$594,13579,218$554,67375,159+4,059+5.40%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#29$554,58273,945$336,14545,549+28,396+62.34%Add
Total Wealth Planning & Management, Inc.
0.24%0.25%#3$352,02046,936$334,54345,331+1,605+3.54%Add
SeaCrest Wealth Management, LLC
0.03%0.04%#9$292,72539,030$337,76045,767-6,737-14.72%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#18$289,55538,607$299,46040,577-1,970-4.85%Reduce
Cetera Investment Advisers
<0.01%<0.01%#25$200,37926,717$193,31526,194+523+2.00%Add
Founders Financial Alliance, LLC
0.02%0.03%#10$183,49924,467$180,88824,511-44-0.18%Reduce
Worth Asset Management, LLC
0.06%0.09%#6$183,09024,412$240,89132,641-8,229-25.21%Reduce
UBS Group AG
<0.01%<0.01%#34$144,75019,300$141,21619,135+165+0.86%Add
Van Diest Capital, LLC
0.12%0.1%#4$139,11418,548$133,17818,046+502+2.78%Add
Kovack Advisors, Inc.
0.01%0.01%#12$135,23518,049$113,94715,411+2,638+17.12%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#33$126,00016,751$102,00013,832+2,919+21.10%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#35$123,97516,530$00+16,530New Buy
HighTower Advisors, LLC
<0.01%<0.01%#27$100,38813,385$98,78113,38500.00%Unchanged
WOLVERINE ASSET MANAGEMENT LLC
<0.01%<0.01%#19$96,84812,913$105,21714,257-1,344-9.43%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#17$91,68812,225$113,24615,345-3,120-20.33%Reduce
Closed-End Fund Advisors, Inc.
0.08%0.09%#5$86,49811,533$85,11411,53300.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#16$52,6187,025$51,0546,899+126+1.83%Add
FIFTH THIRD BANCORP
<0.01%<0.01%#32$19,4482,593$19,1362,59300.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%#30$14,2201,896$00+1,896New Buy
Allworth Financial LP
<0.01%<0.01%#31$11,2501,500$11,0701,50000.00%Unchanged
Global Retirement Partners, LLC
<0.01%#28$6,000800$00+800New Buy
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#21$3,750500$3,69050000.00%Unchanged
FMR LLC
<0.01%<0.01%#36$81$375-4-80.00%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow