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.
Q3 2025 vs. Q2 2025
How the institutions holding Virtus Equity & Convertible Income Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 87 | 1 | 96 | +10 |
| Shares | 7.02M | 18.3K | 7.19M | +191.5K (+2.7%) |
| Value | $167.9M | $436.6K | $180.8M | +$13.3M (+8.0%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 97,090 | $2.44M | 0.05% |
| PMG Family Office LLC | 30,033 | $754.1K | 0.84% |
| CSS LLC | 16,517 | $414.7K | 0.02% |
| Calamos Advisors LLC | 16,233 | $407.6K | 0.00% |
| Prevail Innovative Wealth Advisors, LLC | 9,905 | $248.7K | 0.05% |
| Silverlake Wealth Management LLC | 8,163 | $205.0K | 0.05% |
| Oppenheimer & Co Inc | 8,123 | $204.0K | 0.00% |
| J.W. Cole Advisors, Inc. | 8,028 | $201.6K | 0.00% |
| Rockefeller Capital Management L.P. | 4,569 | $114.7K | 0.00% |
| US Bancorp | 4,135 | $103.8K | 0.00% |
| Westfuller Advisors, LLC | 2,107 | $52.9K | 0.02% |
| Blue Bell Private Wealth Management, LLC | 1,519 | $38.1K | 0.01% |
| JPMorgan Chase & Co | 402 | $10.1K | 0.00% |
| Advisory Services Network, LLC | 165 | $4.14K | 0.00% |
Sold out (4)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Walleye Capital LLC | 9,813 | $234.5K |
| Northwestern Mutual Wealth Management Co | 2,576 | $61.6K |
| Spire Wealth Management | 1,650 | $39.4K |
| Garde Capital, Inc. | 200 | $4.78K |
Not filed for Q3 2025 yet (1)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 18,262 | $436.6K |