Virtus Diversified Income & Convertible Fund
ACV- Exchange
- NYSE
- SEC CIK
- 0001636289
In the last 90 days, Virtus Diversified Income & Convertible Fund insiders filed 1 open-market purchase and 1 sale; 40 institutions reported holding it in 13F filings for Q2 2026, worth $62.8M in total; no superinvestor holds it.
Q2 2025 vs. Q1 2025
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 29 | 30 | +1 |
| Shares | 1.95M | 2.03M | +75.3K (+3.9%) |
| Value | $39.1M | $46.4M | +$7.37M (+18.9%) |
New holders (4)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Apollon Wealth Management, LLC | 10,000 | $228.9K | 0.00% |
| American National Bank | 2,082 | $47.7K | 0.00% |
| Newbridge Financial Services Group, Inc. | 1,200 | $27.5K | 0.00% |
| Allworth Financial LP | 48 | $1.10K | 0.00% |
Sold out (3)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Shaker Financial Services, LLC | 42,344 | $846.9K |
| Wolverine Asset Management LLC | 8,213 | $164.3K |
| Elequin Capital LP | 1,871 | $37.4K |