13F

Stock

Virtus Convertible & Inc Fd

Ticker not mapped · held by 57 managers

Reported value

$87.9M

Holders

57

+12 new · −11 exited

Holders’ est. mark

−$2.16M

Price effect on 45 books still in the name

Largest holder

$39.2M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.93M$39.2M−$1.03MAdded$815.1K
Advisors Asset Management, Inc.1.09M$14.7M−$389.3KAdded$162.8K
Congress Park Capital LLC536.2K$7.19M−$192.4KAdded$23.8K
Saba Capital Management, L.P.351.8K$4.72MNew
LPL Financial LLC310.2K$4.16M−$100.1KAdded$431.5K
GUGGENHEIM CAPITAL LLC265.1K$3.55M−$83.1KAdded$459.4K
ENVESTNET ASSET MANAGEMENT INC88.8K$1.19M−$32.9KCut−$64.5K
OPPENHEIMER & CO INC80.3K$1.08M−$29.7KCut−$29.8K
OSAIC HOLDINGS, INC.75.9K$1.02M−$28.1KCut−$450.2K
ROYAL BANK OF CANADA74.5K$999K−$28KCut−$73K
RAYMOND JAMES FINANCIAL INC58.2K$780.1K−$21.5KCut−$33.1K
Private Advisor Group, LLC58K$777.5K−$19.6KAdded$46.8K
WOLVERINE ASSET MANAGEMENT LLC57.4K$770.2K−$19.5KAdded$43.6K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC55.2K$761.6K−$22.6KCut−$81.2K
Twelve Points Wealth Management LLC47.3K$634.6K−$34.4KAdded$75.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP46.4K$622.3K−$17.2KCut−$158.6K
Kestra Advisory Services, LLC44.2K$592.6K−$16KCut−$3.73K
BANK OF AMERICA CORP /DE/40.9K$548.8K−$15.1KCut−$1.2M
Merit Financial Group, LLC36.7K$491.5K−$13.6KCut−$14.6K
Invesco Ltd.33.6K$450.7K−$12.4KCut−$324.4K
COMMONWEALTH EQUITY SERVICES, LLC29.3K$392.4K−$10.2KAdded$12.3K
UBS Group AG25.2K$337.4K−$9.31KCut−$16K
READYSTATE ASSET MANAGEMENT LP22.4K$300.7K−$4.67KAdded$126.9K
Baird Financial Group, Inc.21.6K$289KNew
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC20K$267.7K−$2.78KAdded$164.1K
MILLENNIUM MANAGEMENT LLC19.1K$255.6KNew
Closed-End Fund Advisors, Inc.19K$254.2K−$6.27KAdded$20.6K
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC15.9K$213.1KNew
WELLS FARGO & COMPANY/MN15.9K$212.6K−$4.28KAdded$52.9K
INTEGRATED CAPITAL MANAGEMENT, INC.14.5K$195K−$5.38KCut−$27.2K
PFG Investments, LLC13.6K$182.5K−$4.21KAdded$25.6K
CHOREO, LLC13.6K$182.1K−$7.47KCut−$9.6K
ACCREDITED INVESTOR SERVICES, LLC12.6K$168.7K−$4.66KCut−$11.1K
HOLLENCREST CAPITAL MANAGEMENT10.3K$138.6K−$3.83KCut−$3.83K
CoreCap Advisors, LLC4.84K$64.9K−$1.79KCut−$80.2K
Pinnacle Wealth Planning Services, Inc.3.67K$49.2K−$1.36KCut−$8.61K
CWM, LLC1.9K$25.5K$16.2KAdded$25.5K
WPG Advisers, LLC1.62K$21.8K−$574Added$392
FIFTH THIRD BANCORP1.6K$21.4KNew
Allworth Financial LP1.41K$18.9K−$523Cut−$523
Crews Bank & Trust1.25K$16.8K−$462Cut−$462
HighMark Wealth Management LLC787$10.6K−$288Cut−$20
GHP Investment Advisors, Inc.750$10.1K−$277Cut−$277
HARBOUR INVESTMENTS, INC.716$9.6KNew
EverSource Wealth Advisors, LLC700$9.39K−$259Cut−$259
BlackRock, Inc.585$7.84KNew
WHITTIER TRUST CO OF NEVADA INC503$6.94KNew
Penserra Capital Management LLC338K$4.53K−$125Cut−$3.21K
COHEN & STEERS, INC.285K$3.82K−$106Cut−$106
Root Financial Partners, LLC231$3.1KNew
Rockefeller Capital Management L.P.220$2.95KNew
Strategic Wealth Partners, Ltd.202$2.71K−$75Cut−$75
Advisory Services Network, LLC112$1.5KNew
ASSETMARK, INC109$1.46K−$40Cut−$40
PARK AVENUE SECURITIES LLC86.8K$1.16K−$32Cut−$71
Cambridge Investment Research Advisors, Inc.23.3K$313−$8Cut−$14
Fidelity1$13New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.