ACV Smart Money
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 Activity
Latest: Q2 202644
Institutions Holding
-1 vs prior
25.0%
Ownership
+3.48%
7
New
12
Increased
17
Reduced
3
Closed
👔 Insider Trades
5 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-18 | MCDANIEL CONNIE D | director | P-Purchase | 221 | $26.95 | $6K | Filing |
| 2026-08-10 | KASS JUSTIN | other | D-Sale to Issuer | 10,484 | $27.37 | $287K | Filing |
| 2026-08-10 | KASS JUSTIN | other | S-Sale | 10,484 | $27.37 | $287K | Filing |
| 2025-10-02 | MetLife Investment Management, LLC | 10% owner | J-Other | 1,200,000 | $25.00 | $30.0M | Filing |
| 2025-06-17 | MCDANIEL CONNIE D | director | P-Purchase | 237 | $21.89 | $5K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 461,782 | $13M | -4,373 | 2026-06-30 | Filing |
| Advisors Asset Management, Inc. | 340,120 | $10M | +73,538 | 2026-06-30 | Filing |
| GUGGENHEIM CAPITAL LLC | 322,144 | $9M | -2,929 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 154,508 | $4M | -2,449 | 2026-06-30 | Filing |
| LPL Financial LLC | 143,611 | $4M | -148,484 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 101,965 | $3M | -2,187 | 2026-06-30 | Filing |
| MORGAN STANLEY | 91,294 | $3M | +7,671 | 2026-06-30 | Filing |
| Emissary Wealth LLC | 80,761 | $2M | +2,118 | 2026-06-30 | Filing |
| ROYAL BANK OF CANADA | 73,585 | $2M | -386 | 2026-06-30 | Filing |
| OSAIC HOLDINGS, INC. | 55,102 | $2M | -15,360 | 2026-06-30 | Filing |
| WOLVERINE ASSET MANAGEMENT LLC | 50,693 | $1M | +50,693 | 2026-06-30 | Filing |
| PMG Family Office LLC | 43,637 | $1M | +614 | 2026-06-30 | Filing |
| WORLD EQUITY GROUP, INC. | 41,950 | $1M | +7,558 | 2026-06-30 | Filing |
| B. Riley Wealth Advisors, Inc. | 25,266 | $706K | +45 | 2026-06-30 | Filing |
| Gilliland Jeter Wealth Management LLC | 24,780 | $702K | -369 | 2026-06-30 | Filing |
| MCDONALD PARTNERS LLC | 24,700 | $700K | — | 2026-06-30 | Filing |
| ENVESTNET ASSET MANAGEMENT INC | 24,352 | $690K | +15,053 | 2026-06-30 | Filing |
| STIFEL FINANCIAL CORP | 22,224 | $630K | +749 | 2026-06-30 | Filing |
| DAVENPORT & Co LLC | 21,793 | $618K | -3,735 | 2026-06-30 | Filing |
| Apollon Wealth Management, LLC | 21,041 | $596K | -4,582 | 2026-06-30 | Filing |