Who owns Virtus Diversified Income & Convertible Fund?
Institutional ownership of ACV from SEC Form 13F filings across 33 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
33
13F holders
$40.0M
value, 2026 filers
13.6%
of shares outstanding (1.4M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ACV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 461,782 | $13.1M | 0.0% | 4.4% | -0.9% |
| 2 | RAYMOND JAMES FINANCIAL INC | 154,508 | $4.4M | 0.0% | 1.5% | -1.6% |
| 3 | LPL Financial LLC | 143,611 | $4.1M | 0.0% | 1.4% | -50.8% |
| 4 | BANK OF AMERICA CORP /DE/ | 101,965 | $2.9M | 0.0% | 1% | -2.1% |
| 5 | MORGAN STANLEY | 91,294 | $2.6M | 0.0% | 0.9% | +9.2% |
| 6 | Emissary Wealth LLC | 80,761 | $2.3M | 1.7% | 0.8% | +2.7% |
| 7 | ROYAL BANK OF CANADA | 73,585 | $2.1M | 0.0% | 0.7% | -0.5% |
| 8 | OSAIC HOLDINGS, INC. | 55,102 | $1.6M | 0.0% | 0.5% | -21.8% |
| 9 | WORLD EQUITY GROUP, INC. | 41,950 | $1.2M | 0.3% | 0.4% | +22.0% |
| 10 | B. Riley Wealth Advisors, Inc. | 25,266 | $705,673 | 0.0% | 0.2% | +0.2% |
| 11 | Gilliland Jeter Wealth Management LLC | 24,780 | $702,277 | 0.2% | 0.2% | -1.5% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 24,352 | $690,122 | 0.0% | 0.2% | +161.9% |
| 13 | STIFEL FINANCIAL CORP | 22,224 | $629,802 | 0.0% | 0.2% | +3.5% |
| 14 | Apollon Wealth Management, LLC | 21,041 | $596,314 | 0.0% | 0.2% | -17.9% |
| 15 | Relyea Zuckerberg Hanson LLCNEW | 14,510 | $411,214 | 0.0% | 0.1% | new |
| 16 | Invesco Ltd. | 12,022 | $340,703 | 0.0% | 0.1% | -38.4% |
| 17 | D.A. DAVIDSON & CO. | 10,698 | $303,181 | 0.0% | 0.1% | -24.7% |
| 18 | &PARTNERS | 9,817 | $278,219 | 0.0% | 0.1% | +2.0% |
| 19 | Integrated Wealth Concepts LLCNEW | 9,752 | $276,371 | 0.0% | 0.1% | new |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 9,273 | $262,800 | 0.0% | 0.1% | -6.1% |
| 21 | Integrity Advisory Solutions, LLCNEW | 7,097 | $201,129 | 0.0% | 0.1% | new |
| 22 | UBS Group AG | 5,013 | $142,068 | 0.0% | 0% | -8.6% |
| 23 | NewEdge Advisors, LLCNEW | 3,570 | $101,174 | 0.0% | 0% | new |
| 24 | Steward Partners Investment Advisory, LLC | 3,400 | $96,356 | 0.0% | 0% | 0.0% |
| 25 | Westside Investment Management, Inc. | 1,867 | $52,911 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.