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.
Q4 2025 vs. Q3 2025
How the institutions holding Virtus Equity & Convertible Income Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 96 | 2 | 90 | −4 |
| Shares | 7.19M | 15.7K | 7.43M | +253.4K (+3.5%) |
| Value | $180.8M | $393.4K | $185.4M | +$5.08M (+2.8%) |
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Saba Capital Management, L.P. | 298,200 | $7.43M | 0.25% |
| Evolve Private Wealth, LLC | 79,712 | $2.03M | 0.12% |
| Logan Stone Capital, LLC | 11,369 | $283.3K | 0.07% |
| Kovack Advisors, Inc. | 10,141 | $252.7K | 0.01% |
Sold out (8)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | 9,905 | $248.7K |
| J.W. Cole Advisors, Inc. | 8,028 | $201.6K |
| Future Financial Wealth Managment LLC | 1,000 | $25.1K |
| TSFG, LLC | 754 | $19.0K |
| North Capital, Inc. | 285 | $7.16K |
| Advisory Services Network, LLC | 165 | $4.14K |
| Principal Securities, Inc. | 102 | $2.56K |
| Hollencrest Capital Management | 66 | $1.66K |
Not filed for Q4 2025 yet (2)
Institutions that held Virtus Equity & Convertible Income Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Wetherby Asset Management Inc | 15,663 | $393.3K |
| Creekmur Asset Management LLC | 2 | $58 |