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.
Q3 2025 vs. Q2 2025
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 30 | 38 | +8 |
| Shares | 2.03M | 2.08M | +53.1K (+2.6%) |
| Value | $46.4M | $50.1M | +$3.68M (+7.9%) |
New holders (10)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PMG Family Office LLC | 43,917 | $1.06M | 1.18% |
| Wolverine Asset Management LLC | 19,438 | $468.5K | 0.01% |
| U.S. Capital Wealth Advisors, LLC | 16,825 | $405.5K | 0.01% |
| Relyea Zuckerberg Hanson LLC | 12,051 | $290.4K | 0.03% |
| Oppenheimer & Co Inc | 11,667 | $281.2K | 0.00% |
| D.A. Davidson & Co. | 10,614 | $255.8K | 0.00% |
| Pensionmark Financial Group, LLC | 9,466 | $228.1K | 0.00% |
| Cornerstone Advisors, LLC | 7,400 | $178.3K | 0.01% |
| Farther Finance Advisors, LLC | 1,977 | $47.6K | 0.00% |
| Advisory Services Network, LLC | 461 | $11.1K | 0.00% |
Sold out (2)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 10,680 | $244.5K |
| Wood Tarver Financial Group, LLC | 205 | $4.00K |