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Livermore
ZHEN

Virtus Equity & Convertible Income Fund

NIE
Exchange
NYSE
SEC CIK
0001383441

In the last 90 days, Virtus Equity & Convertible Income Fund insiders filed 1 open-market purchase and 1 sale; 94 institutions reported holding it in 13F filings for Q2 2026, worth $200.6M in total; no superinvestor holds it.

13F holders, Q2 2025

Institutional positions in Virtus Equity & Convertible Income Fund as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
87
+9 vs. Q1 2025
Shares held
7.02M
+352.3K (+5.3%) vs. Q1 2025
Total value
$167.9M
+$20.4M (+13.8%) vs. Q1 2025
New holders
13
32 more added
Sold out
4
26 more reduced

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NIE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 87 institutions
Q1 2021: 77 institutionsQ2 2021: 77 institutionsQ3 2021: 72 institutionsQ4 2021: 91 institutionsQ1 2022: 77 institutionsQ2 2022: 75 institutionsQ3 2022: 72 institutionsQ4 2022: 72 institutionsQ1 2023: 68 institutionsQ2 2023: 74 institutionsQ3 2023: 71 institutionsQ4 2023: 82 institutionsQ1 2024: 83 institutionsQ2 2024: 78 institutionsQ3 2024: 82 institutionsQ4 2024: 84 institutionsQ1 2025: 78 institutionsQ2 2025: 87 institutionsQ3 2025: 96 institutionsQ4 2025: 90 institutionsQ1 2026: 86 institutionsQ2 2026: 94 institutions
Value heldQ2 2025: $167.9M
Q1 2021: $190.1MQ2 2021: $205.3MQ3 2021: $199.4MQ4 2021: $207.6MQ1 2022: $162.2MQ2 2022: $144.6MQ3 2022: $133.3MQ4 2022: $118.1MQ1 2023: $121.2MQ2 2023: $140.7MQ3 2023: $143.0MQ4 2023: $151.0MQ1 2024: $163.9MQ2 2024: $161.5MQ3 2024: $172.8MQ4 2024: $168.4MQ1 2025: $147.5MQ2 2025: $167.9MQ3 2025: $180.8MQ4 2025: $185.4MQ1 2026: $166.8MQ2 2026: $200.6M
Institutions holding NIE and their total value by quarter
QuarterHoldersValue
Q2 202694$200.6M
Q1 202686$166.8M
Q4 202590$185.4M
Q3 202596$180.8M
Q2 202587$167.9M
Q1 202578$147.5M
Q4 202484$168.4M
Q3 202482$172.8M
Q2 202478$161.5M
Q1 202483$163.9M
Q4 202382$151.0M
Q3 202371$143.0M
Q2 202374$140.7M
Q1 202368$121.2M
Q4 202272$118.1M
Q3 202272$133.3M
Q2 202275$144.6M
Q1 202277$162.2M
Q4 202191$207.6M
Q3 202172$199.4M
Q2 202177$205.3M
Q1 202177$190.1M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Virtus Equity & Convertible Income Fund; share changes are against Q1 2025.

Institutions holding NIE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company1,010,150$24.1M0.01%−32,794−3.1%Reduced
Advisors Asset Management, Inc.995,422$23.8M0.43%−13,261−1.3%Reduced
Morgan Stanley572,723$13.7M0.00%+15,698+2.8%Added
Royal Bank of Canada556,615$13.3M0.00%−2,952−0.5%Reduced
Raymond James Financial Inc471,831$11.3M0.00%−1,291−0.3%Reduced
Guggenheim Capital LLC430,452$10.3M0.08%−22,929−5.1%Reduced
Wealth Enhancement Advisory Services, LLC385,540$9.28M0.02%+9,451+2.5%Added
Schwarz Dygos Wheeler Investment Advisors LLC211,461$5.05M1.15%+5,119+2.5%Added
LPL Financial LLC190,077$4.54M0.00%+12,660+7.1%Added
UBS Group AG173,114$4.14M0.00%−7,309−4.1%Reduced
Wolverine Asset Management LLC163,143$3.90M0.07%+154,208+1,725.9%Added
Bank of America Corp132,630$3.17M0.00%−3,288−2.4%Reduced
Invesco Ltd.113,827$2.72M0.00%−16,276−12.5%Reduced
Cornerstone Advisors, LLC113,191$2.71M0.09%+113,191New
Shaker Financial Services, LLC101,493$2.43M0.88%+37,911+59.6%Added
Advisor Group Holdings, Inc.89,338$2.14M0.00%+13,693+18.1%Added
Cambridge Investment Research Advisors, Inc.88,721$2.12M0.01%−2,087−2.3%Reduced
Stifel Financial Corp79,360$1.90M0.00%+51,762+187.6%Added
OxenFree Capital LLC72,168$1.72M1.06%+2,251+3.2%Added
Capital Investment Advisors, LLC59,982$1.43M0.03%−780−1.3%Reduced
Integrated Wealth Concepts LLC58,385$1.40M0.01%+4,765+8.9%Added
Readystate Asset Management LP52,044$1.24M0.05%+39,921+329.3%Added
Keystone Financial Group50,961$1.22M0.11%+11,176+28.1%Added
Kestra Advisory Services, LLC39,622$947.0K0.00%−398−1.0%Reduced
Allworth Financial LP36,557$873.7K0.00%+62+0.2%Added
Thrivent Financial for Lutherans35,850$857.0K0.00%−15,790−30.6%Reduced
Ameriprise Financial Inc35,473$847.8K0.00%+3,399+10.6%Added
Hennion & Walsh Asset Management, Inc.33,655$804.4K0.03%−954−2.8%Reduced
Steward Partners Investment Advisory, LLC33,578$802.5K0.01%+3,524+11.7%Added
Stolper Co31,905$763.0K0.25%+1,174+3.8%Added
Commonwealth Equity Services, LLC29,524$706.0K0.00%−2,583−8.0%Reduced
Rothschild Investment LLC28,991$692.9K0.04%−450−1.5%Reduced
Prospera Financial Services Inc28,371$678.0K0.01%+28,371New
Baird Financial Group, Inc.26,179$625.7K0.00%+266+1.0%Added
Allspring Global Investments Holdings, LLC25,910$619.2K0.00%+2,856+12.4%Added
D.A. Davidson & Co.25,579$611.3K0.00%+635+2.5%Added
Cornerstone Wealth Management, LLC24,618$588.4K0.04%+734+3.1%Added
Envestnet Asset Management Inc21,756$520.0K0.00%+5,459+33.5%Added
Truist Financial Corp21,570$515.5K0.00%−247−1.1%Reduced
Centurion Wealth Management LLC21,509$514.1K0.15%−352−1.6%Reduced
Wiley Bros.-Aintree Capital, LLC21,446$512.6K0.00%+21,446New
Level Four Advisory Services, LLC19,817$473.7K0.02%−175−0.9%Reduced
Cetera Investment Advisers18,879$451.2K0.00%+126+0.7%Added
Atria Wealth Solutions, Inc.18,262$436.6K0.01%+8,745+91.9%Added
Brick & Kyle, Associates17,569$418.0K0.19%+17,569New
Landscape Capital Management, L.L.C.17,375$415.3K0.03%−4,334−20.0%Reduced
Wetherby Asset Management Inc15,663$374.3K0.02%+15,663New
Institute for Wealth Management, LLC.15,054$359.8K0.04%−99−0.7%Reduced
PFG Investments, LLC14,874$355.5K0.02%+47+0.3%Added
AQR Capital Management LLC14,452$345.4K0.00%+14,452New
International Assets Investment Management, LLC12,535$299.6K0.02%−125−1.0%Reduced
Sanctuary Advisors, LLC11,850$283.2K0.00%00.0%Unchanged
Janney Montgomery Scott LLC11,632$278.0K0.00%+71+0.6%Added
Wedbush Securities Inc11,007$263.0K0.01%−283−2.5%Reduced
SMH Capital Advisors Inc10,545$252.0K0.57%−100−0.9%Reduced
Joel Isaacson & Co., LLC10,000$239.0K0.01%00.0%Unchanged
Global Assets Advisory, LLC10,000$238.4K0.09%−20,000−66.7%Reduced
Walleye Capital LLC9,813$234.5K0.00%+9,813New
Davenport & Co LLC9,665$231.0K0.00%00.0%Unchanged
Daymark Wealth Partners, LLC9,661$230.9K0.01%−300−3.0%Reduced
David J Yvars Group9,180$219.4K0.13%+9,180New
Huntleigh Advisors, Inc.9,151$218.7K0.04%+9,151New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors8,862$211.8K0.03%+8,862New
Comerica Bank8,003$191.3K0.00%+47+0.6%Added
GWM Advisors LLC7,152$170.9K0.00%+227+3.3%Added
Wolff Wiese Magana LLC4,248$101.5K0.06%00.0%Unchanged
The PNC Financial Services Group, Inc.3,004$71.8K0.00%00.0%Unchanged
MAI Capital Management2,800$66.9K0.00%+58+2.1%Added
Northwestern Mutual Wealth Management Co2,576$61.6K0.00%−428−14.2%Reduced
Harbour Investments, Inc.2,048$49.0K0.00%00.0%Unchanged
CWM, LLC1,920$46.0K0.00%+7+0.4%Added
Spire Wealth Management1,650$39.4K0.00%00.0%Unchanged
CoreCap Advisors, LLC1,300$31.1K0.00%00.0%Unchanged
Eastern Bank1,298$31.0K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC1,000$23.9K0.02%00.0%Unchanged
Farther Finance Advisors, LLC950$22.7K0.00%00.0%Unchanged
TSFG, LLC754$18.0K0.00%00.0%Unchanged
Principal Securities, Inc.477$11.4K0.00%+375+367.6%Added
Westside Investment Management, Inc.350$8.37K0.00%00.0%Unchanged
North Capital, Inc.284$6.79K0.01%00.0%Unchanged
Highline Wealth Partners LLC221$5.28K0.00%+221New
Garde Capital, Inc.200$4.78K0.00%+200New
Strengthening Families & Communities, LLC176$4.20K0.00%+4+2.3%Added
Valley National Advisers Inc166$3.00K0.00%+166New
Hollencrest Capital Management66$1.58K0.00%00.0%Unchanged
FMR LLC12$2870.00%+11+1,100.0%Added
Creekmur Asset Management LLC2$540.00%00.0%Unchanged
National Asset Management, Inc.0$00.00%−68,933−100.0%Sold out
Global Endowment Management, LP0$00.00%−60,000−100.0%Sold out
JPMorgan Chase & Co0$00.00%−1,961−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,928−100.0%Sold out