# VIRTUS CONVERTIBLE & INCOME COM NEW

VIRTUS CONVERTIBLE & INCOME COM NEW is a security (CUSIP 92838X805) tracked across SEC portfolio filings. 64 institutional managers reported $92.2M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $50K via N-PORT as of 2026-03-31.

## Summary

- Issuer: VIRTUS CONVERTIBLE & INCOME
- Class: COM NEW
- CUSIP: 92838X805
- Asset category: OTHER
- 13F holders: 64
- 13F value: $92.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $50K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 64 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $19.4M | 1,304,355 |
| [Congress Park Capital LLC](https://search.stillhousedata.com/firm/150309) | SARATOGA SPRINGS, NY | $14.3M | 813,039 |
| [Saba Capital Management, L.P.](https://search.stillhousedata.com/firm/154362) | NEW YORK, NY | $10.8M | 723,578 |
| [Advisors Asset Management, Inc.](https://search.stillhousedata.com/firm/46727) | Monument, CO | $8.9M | 601,076 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $6.8M | 387,995 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $6.2M | 417,402 |
| 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](https://search.stillhousedata.com/firm/158819) | 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](https://search.stillhousedata.com/firm/134184) | BLUE BELL, PA | $733K | 41,663 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO](https://search.stillhousedata.com/fund/S000001434) | Thrivent Series Fund, Inc. | $50K | 0.89% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/92838X805.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.