VIRTUS CONVERTIBLE & INCOME COM NEW is a security (CUSIP 92838X805) tracked across SEC portfolio filings. 63 institutional managers reported $90.8M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $50K via N-PORT as of 2026-03-31.
Showing 15 of 63 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $19.4M | 1,304,355 |
| Congress Park Capital LLC | SARATOGA SPRINGS, NY | $14.3M | 813,039 |
| Saba Capital Management, L.P. | NEW YORK, NY | $10.8M | 723,578 |
| Advisors Asset Management, Inc. | Monument, CO | $8.9M | 601,076 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $6.2M | 417,402 |
| LPL Financial LLC | FORT MILL, SC | $5.5M | 370,347 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $5.4M | 305,024 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $3.9M | 259,920 |
| Summit Financial, LLC | PARSIPPANY, NJ | $1.8M | 123,998 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $1.5M | 98,503 |
| CoreCap Advisors, LLC | SOUTHFIELD, MI | $1.3M | 72,675 |
| Wealth Care LLC | MERRITT ISLAND, FL | $1.1M | 62,340 |
| NewEdge Advisors, LLC | New Orleans, LA | $1.1M | 70,841 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $886K | 50,394 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | BLUE BELL, PA | $733K | 41,663 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO | Thrivent Series Fund, Inc. | $50K | 0.89% |