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.
Q4 2025 vs. Q3 2025
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 38 | 39 | +1 |
| Shares | 2.08M | 2.21M | +132.2K (+6.3%) |
| Value | $50.1M | $58.2M | +$8.09M (+16.2%) |
New holders (6)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Emissary Wealth LLC | 79,499 | $2.09M | 1.76% |
| Wiley Bros.-Aintree Capital, LLC | 8,200 | $215.6K | 0.00% |
| Integrated Wealth Concepts LLC | 7,780 | $204.5K | 0.00% |
| Kestra Advisory Services, LLC | 5,460 | $143.6K | 0.00% |
| International Assets Investment Management, LLC | 2,777 | $73.0K | 0.00% |
| Keating Financial Advisory Services, Inc. | 493 | $12.9K | 0.00% |
Sold out (5)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Landscape Capital Management, L.L.C. | 25,936 | $625.1K |
| Wolverine Asset Management LLC | 19,438 | $468.5K |
| Cornerstone Advisors, LLC | 7,400 | $178.3K |
| Newbridge Financial Services Group, Inc. | 1,200 | $28.9K |
| Advisory Services Network, LLC | 461 | $11.1K |