VIRTUS DIVERSIFIED INCM & CO (ACV)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
41
Reporting holders
$63.1M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $13.1M | 461,782 | 0.00% | 22q | -50.5%-$13.3M |
| Advisors Asset Management, Inc. | $9.6M | 340,120 | 0.15% | 22q | +27.6%+$2.1M |
| GUGGENHEIM CAPITAL LLC | $9.1M | 322,144 | 0.06% | 22q | -0.9%-$83.0K |
| RAYMOND JAMES FINANCIAL INC | $4.4M | 154,508 | 0.00% | 7q | -1.6%-$69.4K |
| LPL Financial LLC | $4.1M | 143,611 | 0.00% | 22q | -50.8%-$4.2M |
| BANK OF AMERICA CORP /DE/ | $2.9M | 101,965 | 0.00% | 22q | -2.1%-$62.0K |
| MORGAN STANLEY | $2.6M | 91,294 | 0.00% | 22q | +9.2%+$217.4K |
| Emissary Wealth LLC | $2.3M | 80,761 | 1.74% | 3q | +2.7%+$60.0K |
| ROYAL BANK OF CANADA | $2.1M | 73,585 | 0.00% | 22q | -0.5%-$10.9K |
| OSAIC HOLDINGS, INC. | $1.6M | 55,102 | 0.00% | 22q | -21.8%-$435.3K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.4M | 50,693 | 0.01% | new | NEW |
| PMG Family Office LLC | $1.2M | 43,637 | 1.14% | 4q | +1.4%+$17.4K |
| WORLD EQUITY GROUP, INC. | $1.2M | 41,950 | 0.27% | 8q | +22.0%+$214.2K |
| B. Riley Wealth Advisors, Inc. | $705.7K | 25,266 | 0.04% | 21q | HELD |
| Gilliland Jeter Wealth Management LLC | $702.3K | 24,780 | 0.18% | 11q | -1.5%-$10.5K |
| MCDONALD PARTNERS LLC | $700.0K | 24,700 | 0.17% | 14q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $690.1K | 24,352 | 0.00% | 2q | +161.9%+$426.6K |
| STIFEL FINANCIAL CORP | $629.8K | 22,224 | 0.00% | 22q | +3.5%+$21.2K |
| DAVENPORT & Co LLC | $617.6K | 21,793 | 0.00% | 22q | -14.6%-$105.8K |
| Apollon Wealth Management, LLC | $596.3K | 21,041 | 0.01% | 5q | -17.9%-$129.9K |
| Relyea Zuckerberg Hanson LLC | $411.2K | 14,510 | 0.02% | new | NEW |
| Invesco Ltd. | $340.7K | 12,022 | 0.00% | 6q | -38.4%-$212.8K |
| D.A. DAVIDSON & CO. | $303.2K | 10,698 | 0.00% | 4q | -24.7%-$99.2K |
| &PARTNERS | $278.2K | 9,817 | 0.00% | 3q | +2.0%+$5.5K |
| Integrated Wealth Concepts LLC | $276.4K | 9,752 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $262.8K | 9,273 | 0.00% | 10q | -6.1%-$17.2K |
| Shaker Financial Services, LLC | $208.4K | 7,355 | 0.07% | new | NEW |
| Integrity Advisory Solutions, LLC | $201.1K | 7,097 | 0.02% | new | NEW |
| UBS Group AG | $142.1K | 5,013 | 0.00% | 22q | -8.6%-$13.4K |
| NewEdge Advisors, LLC | $101.2K | 3,570 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $96.4K | 3,400 | 0.00% | 22q | HELD |
| Farther Finance Advisors, LLC | $56.0K | 1,977 | 0.00% | 4q | HELD |
| Westside Investment Management, Inc. | $52.9K | 1,867 | 0.01% | 7q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $30.5K | 1,082 | 0.00% | 3q | +2.0% |
| CENTRAL TRUST Co | $28.3K | 1,000 | 0.00% | 2q | -33.3%-$14.2K |
| Clear Street Group Inc. | $17.8K | 628 | 0.00% | new | NEW |
| Keating Financial Advisory Services, Inc. | $15.8K | 556 | 0.00% | 3q | +2.0% |
| HARBOUR INVESTMENTS, INC. | $9.0K | 317 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4K | 50 | 0.00% | new | NEW |
| Allworth Financial LP | $1.4K | 48 | 0.00% | 5q | HELD |
| FMR LLC | $28 | 1 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 41 | $63.1M | 2,225,341 | 8 | 10 | 15 | 0.0% |
| Q1 2026 | 37 | $65.3M | 2,688,932 | 6 | 14 | 9 | 0.0% |
| Q4 2025 | 39 | $64.1M | 2,437,073 | 4 | 13 | 8 | 0.0% |
| Q3 2025 | 37 | $49.8M | 2,070,068 | 9 | 6 | 10 | 0.0% |
| Q2 2025 | 28 | $47.6M | 2,078,590 | 4 | 10 | 8 | 0.0% |
| Q1 2025 | 27 | $38.3M | 1,913,910 | 3 | 6 | 11 | 0.0% |
| Q4 2024 | 29 | $50.5M | 2,299,465 | 2 | 9 | 7 | 0.0% |
| Q3 2024 | 28 | $49.0M | 2,281,864 | 2 | 10 | 11 | 0.0% |
| Q2 2024 | 29 | $48.8M | 2,298,548 | 8 | 9 | 5 | 0.0% |
| Q1 2024 | 24 | $53.2M | 2,227,691 | 1 | 5 | 10 | 0.0% |
| Q4 2023 | 28 | $45.9M | 2,187,865 | 4 | 13 | 5 | 0.0% |
| Q3 2023 | 25 | $35.6M | 1,907,419 | 1 | 10 | 7 | 0.0% |
| Q2 2023 | 25 | $33.9M | 1,698,125 | 2 | 9 | 7 | 0.0% |
| Q1 2023 | 30 | $31.2M | 1,613,504 | 7 | 11 | 7 | 0.0% |
| Q4 2022 | 26 | $29.6M | 1,594,921 | 3 | 9 | 8 | 0.0% |
| Q3 2022 | 29 | $30.0M | 1,707,312 | 5 | 6 | 13 | 0.0% |
| Q2 2022 | 28 | $37.3M | 1,908,435 | 0 | 9 | 11 | 0.0% |
| Q1 2022 | 37 | $52.5M | 2,063,989 | 3 | 16 | 9 | 0.0% |
| Q4 2021 | 40 | $71.5M | 2,217,461 | 5 | 13 | 10 | 0.0% |
| Q3 2021 | 38 | $74.7M | 2,205,690 | 2 | 16 | 11 | 0.0% |
| Q2 2021 | 43 | $75.7M | 2,181,849 | 8 | 13 | 12 | 0.0% |
| Q1 2021 | 41 | $65.0M | 2,067,782 | 39 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $1.0K | 27 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $1.0K | 27 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $1.0K | 27 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $1.0K | 27 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $1.0K | 27 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $1.0K | 27 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $1.0K | 27 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $1.0K | 27 | 1 | 0 | 0 | 0.0% |