Stock
Virtus Diversified Incm & Co
Ticker not mapped · held by 37 managers
Reported value
$54M
Holders
37
+6 new · −8 exited
Holders’ est. mark
−$4.19M
Price effect on 31 books still in the name
Largest holder
$11.3M
WELLS FARGO & COMPANY/MN
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $24
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 466.2K | $11.3M | −$920.6K | Cut−$834.5K |
| GUGGENHEIM CAPITAL LLC | 325.1K | $7.9M | −$646.9K | Cut−$1.6M |
| LPL Financial LLC | 292.1K | $7.1M | −$581.3K | Cut−$758.9K |
| Advisors Asset Management, Inc. | 266.6K | $6.48M | −$443.7K | Added$615.9K |
| RAYMOND JAMES FINANCIAL INC | 157K | $3.81M | −$282.8K | Added$77.5K |
| BANK OF AMERICA CORP /DE/ | 104.2K | $2.53M | −$195.7K | Cut−$54.7K |
| MORGAN STANLEY | 83.6K | $2.03M | −$163.1K | Cut−$123.1K |
| Emissary Wealth LLC | 78.6K | $1.91M | −$156.5K | Cut−$179K |
| ROYAL BANK OF CANADA | 74K | $1.8M | −$138.5K | Cut−$29K |
| OSAIC HOLDINGS, INC. | 70.5K | $1.71M | −$99.3K | Added$400.9K |
| PMG Family Office LLC | 43K | $1.05M | −$84.3K | Cut−$68.8K |
| WORLD EQUITY GROUP, INC. | 34.4K | $835.7K | −$59.4K | Added$50.5K |
| Apollon Wealth Management, LLC | 25.6K | $622.6K | −$47.7K | Cut−$7.06K |
| DAVENPORT & Co LLC | 25.5K | $620.3K | −$50.8K | Cut−$50.8K |
| Gilliland Jeter Wealth Management LLC | 25.1K | $611.1K | −$50K | Cut−$48.7K |
| MCDONALD PARTNERS LLC | 24.7K | $600.2K | −$49.2K | Cut−$49.2K |
| B. Riley Wealth Advisors, Inc. | 25.2K | $598.8K | −$62.7K | Cut−$47.2K |
| STIFEL FINANCIAL CORP | 21.5K | $521.8K | −$36.7K | Added$37.6K |
| Invesco Ltd. | 19.5K | $474.6K | −$38.9K | Cut−$67K |
| D.A. DAVIDSON & CO. | 14.2K | $345K | −$18.1K | Added$106.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.88K | $240.1K | −$19.7K | Cut−$107.8K |
| &PARTNERS | 9.62K | $233.9K | −$16.3K | Added$18.3K |
| ENVESTNET ASSET MANAGEMENT INC | 9.3K | $226K | — | New |
| UBS Group AG | 5.49K | $133.3K | −$10.9K | Cut−$177.3K |
| Steward Partners Investment Advisory, LLC | 3.4K | $82.6K | −$6.77K | Cut−$6.77K |
| Farther Finance Advisors, LLC | 1.98K | $48.4K | −$3.56K | Cut−$3.56K |
| Westside Investment Management, Inc. | 1.87K | $45.4K | −$3.72K | Cut−$3.71K |
| CENTRAL TRUST Co | 1.5K | $36.5K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.06K | $26K | −$1.92K | Cut−$47K |
| Sunbelt Securities, Inc. | 660 | $16K | −$1.31K | Cut−$1.31K |
| Keating Financial Advisory Services, Inc. | 545 | $13.2K | −$964 | Added$300 |
| Advisory Services Network, LLC | 461 | $11.2K | — | New |
| HARBOUR INVESTMENTS, INC. | 316 | $7.7K | — | New |
| HIGHLINE WEALTH PARTNERS LLC | 100 | $2.43K | — | New |
| Allworth Financial LP | 48 | $1.17K | −$95 | Cut−$95 |
| Fidelity | 1 | $24 | −$2 | Cut−$107 |
| Rockefeller Capital Management L.P. | 0 | $20 | — | New |
Who left
- Relyea Zuckerberg Hanson LLC$264.2K
- OPPENHEIMER & CO INC$262.5K
- U.S. Capital Wealth Advisors, LLC$258.3K
- World Investment Advisors$256.7K
- Integrated Wealth Concepts LLC$204.5K
- Kestra Advisory Services, LLC$143.6K
- NewEdge Advisors, LLC$94.5K
- AMERICAN NATIONAL BANK & TRUST$54.7K
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.