ACV Institutional Ownership
Virtus Diversified Income & Convertible Fund
1W: -1.9%
1M: -6.3%
3M: -13.2%
YTD: -6.5%
1Y: +2.4%
3Y: +66.5%
5Y: +24.0%
$24.23
+0.26 (+1.08%)
Weekly Expected Move ±2.1%
$23
$24
$24
$25
$25
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Institutional Ownership — ACV
44
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$63M
Total Invested
7
New Positions
12
Increased
17
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (50 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 461,782 | $11M | -4,373 | -0.9% | 22Q | SEC ↗ |
| 2 | Advisors Asset Management, Inc. | 340,120 | $8M | +73,538 | +27.6% | 22Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 322,144 | $8M | -2,929 | -0.9% | 22Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 154,508 | $4M | -2,449 | -1.6% | 7Q | SEC ↗ |
| 5 | LPL Financial LLC | 143,611 | $3M | -148,484 | -50.8% | 22Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 101,965 | $2M | -2,187 | -2.1% | 15Q | SEC ↗ |
| 7 | MORGAN STANLEY | 91,294 | $2M | +7,671 | +9.2% | 22Q | SEC ↗ |
| 8 | Emissary Wealth LLC | 80,761 | $2M | +2,118 | +2.7% | 3Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 73,585 | $2M | -386 | -0.5% | 22Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 55,102 | $1M | -15,360 | -21.8% | 22Q | SEC ↗ |
| 11 | WOLVERINE ASSET MANAGEMENT LLC NEW | 50,693 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 12 | PMG Family Office LLC | 43,637 | $1M | +614 | +1.4% | 4Q | SEC ↗ |
| 13 | WORLD EQUITY GROUP, INC. | 41,950 | $1M | +7,558 | +22.0% | 8Q | SEC ↗ |
| 14 | B. Riley Wealth Advisors, Inc. | 25,266 | $612K | +45 | +0.2% | 22Q | SEC ↗ |
| 15 | Gilliland Jeter Wealth Management LLC | 24,780 | $600K | -369 | -1.5% | 11Q | SEC ↗ |
| 16 | MCDONALD PARTNERS LLC | 24,700 | $598K | — | +0.0% | 14Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 24,352 | $590K | +15,053 | +161.9% | 2Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 22,224 | $538K | +749 | +3.5% | 22Q | SEC ↗ |
| 19 | DAVENPORT & Co LLC | 21,793 | $528K | -3,735 | -14.6% | 15Q | SEC ↗ |
| 20 | Apollon Wealth Management, LLC | 21,041 | $510K | -4,582 | -17.9% | 5Q | SEC ↗ |
| 21 | Invesco Ltd. | 12,022 | $291K | -7,509 | -38.4% | 6Q | SEC ↗ |
| 22 | D.A. DAVIDSON & CO. | 10,698 | $259K | -3,500 | -24.7% | 4Q | SEC ↗ |
| 23 | &PARTNERS | 9,817 | $238K | +193 | +2.0% | 3Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC NEW | 9,752 | $236K | — | +0.0% | 1Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 9,273 | $225K | -606 | -6.1% | 10Q | SEC ↗ |
| 26 | Shaker Financial Services, LLC NEW | 7,355 | $178K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Relyea Zuckerberg Hanson LLC NEW | 7,255 | $176K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Integrity Advisory Solutions, LLC NEW | 7,097 | $172K | — | +0.0% | 1Q | SEC ↗ |
| 29 | UBS Group AG | 5,013 | $121K | -473 | -8.6% | 22Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC | 3,570 | $87K | — | +0.0% | 15Q | SEC ↗ |
| 31 | Steward Partners Investment Advisory, | 3,400 | $82K | — | +0.0% | 22Q | SEC ↗ |
| 32 | Farther Finance Advisors, LLC | 1,977 | $48K | — | +0.0% | 4Q | SEC ↗ |
| 33 | Westside Investment Management, Inc. | 1,867 | $45K | — | +0.0% | 7Q | SEC ↗ |
| 34 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 1,082 | $26K | +21 | +2.0% | 3Q | SEC ↗ |
| 35 | CENTRAL TRUST Co | 1,000 | $24K | -500 | -33.3% | 2Q | SEC ↗ |
| 36 | Sunbelt Securities, Inc. | 660 | $16K | — | +0.0% | 13Q | SEC ↗ |
| 37 | Clear Street Group Inc. NEW | 628 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Keating Financial Advisory Services, I | 556 | $13K | +11 | +2.0% | 3Q | SEC ↗ |
| 39 | HARBOUR INVESTMENTS, INC. | 317 | $8K | +1 | +0.3% | 2Q | SEC ↗ |
| 40 | MERCER GLOBAL ADVISORS INC /ADV NEW | 50 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Allworth Financial LP | 48 | $1K | — | +0.0% | 5Q | SEC ↗ |
| 42 | FMR LLC | 1 | $0K | — | +0.0% | 6Q | SEC ↗ |
| 43 | U.S. Capital Wealth Advisors, LLC | 0 | $0K | -9,825 | -100.0% | 2Q | SEC ↗ |
| 44 | Advisory Services Network, LLC | 0 | $0K | -461 | -100.0% | 1Q | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 0 | $0K | — | — | 1Q | SEC ↗ |
| 46 | OPPENHEIMER & CO INC | 0 | $0K | -9,984 | -100.0% | 2Q | SEC ↗ |
| 47 | HIGHLINE WEALTH PARTNERS LLC | 0 | $0K | -100 | -100.0% | 1Q | SEC ↗ |
| 48 | World Investment Advisors | 0 | $0K | -9,763 | -100.0% | 2Q | SEC ↗ |
| 49 | AMERICAN NATIONAL BANK & TRUST | 0 | $0K | -2,082 | -100.0% | 3Q | SEC ↗ |
| 50 | Kestra Advisory Services, LLC | 0 | $0K | -5,460 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | 50,693 | $1M |
| Integrated Wealth Concepts LLC | 9,752 | $236K |
| Shaker Financial Services, LLC | 7,355 | $178K |
| Relyea Zuckerberg Hanson LLC | 7,255 | $176K |
| Integrity Advisory Solutions, LLC | 7,097 | $172K |
| Clear Street Group Inc. | 628 | $15K |
| MERCER GLOBAL ADVISORS INC /ADV | 50 | $1K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OPPENHEIMER & CO INC | 9,984 | $242K |
| U.S. Capital Wealth Advisors, LLC | 9,825 | $238K |
| World Investment Advisors | 9,763 | $237K |
| Kestra Advisory Services, LLC | 5,460 | $132K |
| AMERICAN NATIONAL BANK & TRUST | 2,082 | $50K |
| Advisory Services Network, LLC | 461 | $11K |
| HIGHLINE WEALTH PARTNERS LLC | 100 | $2K |
| Rockefeller Capital Management L.P. | 0 | $0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Advisors Asset Management, Inc. | +73,538 | +27.6% | 340,120 |
| ENVESTNET ASSET MANAGEMENT INC | +15,053 | +161.9% | 24,352 |
| MORGAN STANLEY | +7,671 | +9.2% | 91,294 |
| WORLD EQUITY GROUP, INC. | +7,558 | +22.0% | 41,950 |
| Emissary Wealth LLC | +2,118 | +2.7% | 80,761 |
| STIFEL FINANCIAL CORP | +749 | +3.5% | 22,224 |
| PMG Family Office LLC | +614 | +1.4% | 43,637 |
| &PARTNERS | +193 | +2.0% | 9,817 |
| B. Riley Wealth Advisors, Inc. | +45 | +0.2% | 25,266 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +21 | +2.0% | 1,082 |
| Keating Financial Advisory Services | +11 | +2.0% | 556 |
| HARBOUR INVESTMENTS, INC. | +1 | +0.3% | 317 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -148,484 | -50.8% | 143,611 |
| OSAIC HOLDINGS, INC. | -15,360 | -21.8% | 55,102 |
| Invesco Ltd. | -7,509 | -38.4% | 12,022 |
| Apollon Wealth Management, LLC | -4,582 | -17.9% | 21,041 |
| WELLS FARGO & COMPANY/MN | -4,373 | -0.9% | 461,782 |
| DAVENPORT & Co LLC | -3,735 | -14.6% | 21,793 |
| D.A. DAVIDSON & CO. | -3,500 | -24.7% | 10,698 |
| GUGGENHEIM CAPITAL LLC | -2,929 | -0.9% | 322,144 |
| RAYMOND JAMES FINANCIAL INC | -2,449 | -1.6% | 154,508 |
| BANK OF AMERICA CORP /DE | -2,187 | -2.1% | 101,965 |
| COMMONWEALTH EQUITY SERVICES, LLC | -606 | -6.1% | 9,273 |
| CENTRAL TRUST Co | -500 | -33.3% | 1,000 |
| UBS Group AG | -473 | -8.6% | 5,013 |
| ROYAL BANK OF CANADA | -386 | -0.5% | 73,585 |
| Gilliland Jeter Wealth Management L | -369 | -1.5% | 24,780 |