Who owns Virtus Global Multi-Sector Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VGI from SEC Form 13F filings across 36 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.
As of the 2026-06-30 reporting period, 36 institutions disclosed 4.3M shares of Virtus Global Multi-Sector Income Fund worth $17.2M — about 38.3% of shares outstanding; the largest disclosed holder is SIT INVESTMENT ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$17.2M
value, 2026 filers
38.3%
of shares outstanding (4.3M sh)
4
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 VGI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 1.9M | $14,426 | 0.3% | 17% | +0.6% |
| 2 | LPL Financial LLC | 344,710 | $2.6M | 0.0% | 3% | +2.7% |
| 3 | MORGAN STANLEY | 321,166 | $2.4M | 0.0% | 2.8% | +4.2% |
| 4 | Shaker Financial Services, LLC | 214,646 | $1.6M | 0.5% | 1.9% | +7.6% |
| 5 | CoreCap Advisors, LLC | 173,428 | $1.3M | 0.0% | 1.5% | +2.1% |
| 6 | RAYMOND JAMES FINANCIAL INC | 169,306 | $1.3M | 0.0% | 1.5% | +3.7% |
| 7 | Fiera Capital Corp | 154,898 | $1.2M | 0.0% | 1.4% | +2.8% |
| 8 | Cambridge Investment Research Advisors, Inc. | 123,258 | $924 | 0.0% | 1.1% | +106.8% |
| 9 | STIFEL FINANCIAL CORP | 117,724 | $882,971 | 0.0% | 1% | -0.9% |
| 10 | NewEdge Advisors, LLCNEW | 116,433 | $873,251 | 0.0% | 1% | new |
| 11 | OSAIC HOLDINGS, INC. | 89,694 | $672,696 | 0.0% | 0.8% | +39.5% |
| 12 | 1607 Capital Partners, LLC | 81,804 | $613,530 | 0.1% | 0.7% | -33.9% |
| 13 | STEPHENS INC /AR/ | 79,218 | $594,135 | 0.0% | 0.7% | +5.4% |
| 14 | WELLS FARGO & COMPANY/MN | 73,945 | $554,582 | 0.0% | 0.7% | +62.3% |
| 15 | Total Wealth Planning & Management, Inc. | 46,936 | $352,020 | 0.2% | 0.4% | +3.5% |
| 16 | SeaCrest Wealth Management, LLC | 39,030 | $292,725 | 0.0% | 0.3% | -14.7% |
| 17 | Kestra Advisory Services, LLC | 38,607 | $289,555 | 0.0% | 0.3% | -4.9% |
| 18 | Cetera Investment Advisers | 26,717 | $200,379 | 0.0% | 0.2% | +2.0% |
| 19 | Founders Financial Alliance, LLC | 24,467 | $183,499 | 0.0% | 0.2% | -0.2% |
| 20 | Worth Asset Management, LLC | 24,412 | $183,090 | 0.1% | 0.2% | -25.2% |
| 21 | UBS Group AG | 19,300 | $144,750 | 0.0% | 0.2% | +0.9% |
| 22 | Van Diest Capital, LLC | 18,548 | $139,114 | 0.1% | 0.2% | +2.8% |
| 23 | Kovack Advisors, Inc. | 18,049 | $135,235 | 0.0% | 0.2% | +17.1% |
| 24 | ROYAL BANK OF CANADA | 16,751 | $126,000 | 0.0% | 0.1% | +21.1% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 16,530 | $123,975 | 0.0% | 0.1% | new |
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.