# VIRTUS EQUITY & CONV INCM FD (NIE)

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

- Reporting holders: 5
- Reported value: $2.6M
- 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 |
|---|---|---|---|---|
| [OxenFree Capital LLC](https://holderbook.com/funds/2009781-oxenfree-capital-llc/) | $1.9M | 73,878 | 0.8% | 12 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $651.8K | 26,071 | 0.3% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $32.5K | 1,300 | 0.0% | 11 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $32.5K | 1,298 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $29.3K | 1,172 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $2.6M |
| Q2 2026 | 96 | $205.6M |
| Q1 2026 | 86 | $191.3M |
| Q4 2025 | 91 | $208.2M |
| Q3 2025 | 96 | $181.3M |
| Q2 2025 | 87 | $181.2M |
| Q1 2025 | 78 | $147.5M |
| Q4 2024 | 84 | $194.7M |
| Q3 2024 | 82 | $194.8M |
| Q2 2024 | 78 | $183.1M |
| Q1 2024 | 82 | $197.0M |
| Q4 2023 | 81 | $160.4M |