VIRTUS CONVERTIBLE & INC FD COM NEW is a security (CUSIP 92838U801) tracked across SEC portfolio filings. 58 institutional managers reported $93.8M on Form 13F as of 2026-06-30.
Showing 15 of 58 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $39.2M | 2,925,981 |
| Advisors Asset Management, Inc. | Monument, CO | $14.7M | 1,093,317 |
| Congress Park Capital LLC | SARATOGA SPRINGS, NY | $8.6M | 542,943 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $5.2M | 330,016 |
| Saba Capital Management, L.P. | NEW YORK, NY | $4.7M | 351,755 |
| LPL Financial LLC | FORT MILL, SC | $4.2M | 310,160 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $3.6M | 265,064 |
| OPPENHEIMER & CO INC | NEW YORK, NY | $1.2M | 76,589 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $1.0M | 75,902 |
| Royal Bank of Canada | TORONTO, A6 | $999K | 74,505 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $842K | 53,128 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $780K | 58,172 |
| WOLVERINE ASSET MANAGEMENT LLC | CHICAGO, IL | $770K | 57,437 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $677K | 42,607 |
| Twelve Points Wealth Management LLC | CONCORD, MA | $635K | 47,323 |