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 2026 vs. Q1 2026
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 38 | 1 | 40 | +3 |
| Shares | 2.23M | 660 | 2.22M | −7.65K (−0.3%) |
| Value | $54.1M | $16.0K | $62.8M | +$8.78M (+16.2%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 50,693 | $1.44M | 0.02% |
| Integrated Wealth Concepts LLC | 9,752 | $276.4K | 0.00% |
| Shaker Financial Services, LLC | 7,355 | $208.4K | 0.07% |
| Relyea Zuckerberg Hanson LLC | 7,255 | $205.6K | 0.02% |
| Integrity Advisory Solutions, LLC | 7,097 | $201.1K | 0.02% |
| Clear Street Group Inc. | 628 | $17.8K | 0.00% |
Sold out (3)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Advisory Services Network, LLC | 461 | $11.2K |
| Highline Wealth Partners LLC | 100 | $2.43K |
| Rockefeller Capital Management L.P. | 0 | $20 |
Not filed for Q2 2026 yet (1)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Sunbelt Securities, Inc. | 660 | $16.0K |