# VIRTUS CONVERTIBLE & INC FD (NCZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NCZ/

- Reporting holders: 3
- Reported value: $253.6K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $180.8K | 12,821 | 0.1% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $68.2K | 4,838 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.6K | 325 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $253.6K |
| Q2 2026 | 62 | $128.6M |
| Q1 2026 | 57 | $98.0M |
| Q4 2025 | 58 | $113.5M |
| Q3 2025 | 57 | $94.7M |
| Q2 2025 | 59 | $86.9M |
| Q1 2025 | 50 | $67.6M |

