# VIRTUS CONVERTIBLE & INC FD COM NEW

VIRTUS CONVERTIBLE & INC FD COM NEW is a security (CUSIP 92838U801) tracked across SEC portfolio filings. 58 institutional managers reported $94.6M on Form 13F as of 2026-06-30.

## Summary

- Issuer: VIRTUS CONVERTIBLE & INC FD
- Class: COM NEW
- CUSIP: 92838U801
- 13F holders: 58
- 13F value: $94.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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.](https://search.stillhousedata.com/firm/46727) | Monument, CO | $14.7M | 1,093,317 |
| [Congress Park Capital LLC](https://search.stillhousedata.com/firm/150309) | SARATOGA SPRINGS, NY | $8.6M | 542,943 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $5.2M | 330,016 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $4.8M | 303,708 |
| [Saba Capital Management, L.P.](https://search.stillhousedata.com/firm/154362) | NEW YORK, NY | $4.7M | 351,755 |
| 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](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $842K | 53,128 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $780K | 58,172 |
| [WOLVERINE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/138907) | CHICAGO, IL | $770K | 57,437 |
| [Twelve Points Wealth Management LLC](https://search.stillhousedata.com/firm/171107) | CONCORD, MA | $736K | 46,263 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $677K | 42,607 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/92838U801.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.