Stock
Virtus Equity & Conv Incm Fd
Ticker not mapped · held by 84 managers
Reported value
$161.3M
Holders
84
+4 new · −8 exited
Holders’ est. mark
−$9.92M
Price effect on 80 books still in the name
Largest holder
$22.2M
WELLS FARGO & COMPANY/MN
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $337.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 951.2K | $22.2M | −$1.48M | Cut−$1.75M |
| Advisors Asset Management, Inc. | 681.7K | $15.9M | −$1.06M | Cut−$5.59M |
| ROYAL BANK OF CANADA | 575.2K | $13.4M | −$892.6K | Cut−$799K |
| MORGAN STANLEY | 521.7K | $12.2M | −$813.8K | Cut−$1.12M |
| RAYMOND JAMES FINANCIAL INC | 520.2K | $12.2M | −$719.1K | Added$663.6K |
| GUGGENHEIM CAPITAL LLC | 463.2K | $10.8M | −$722.7K | Cut−$1.12M |
| Saba Capital Management, L.P. | 361.3K | $8.44M | −$465.2K | Added$1.01M |
| LPL Financial LLC | 290.7K | $6.79M | −$421.1K | Added$63.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 256.9K | $6.06M | −$441.9K | Cut−$4.11M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 218.7K | $5.11M | −$337K | Cut−$273.7K |
| UBS Group AG | 131.3K | $3.07M | −$204.8K | Cut−$413.9K |
| Invesco Ltd. | 122.2K | $2.86M | −$174.7K | Added$64.2K |
| BANK OF AMERICA CORP /DE/ | 119.1K | $2.78M | −$185.8K | Cut−$211.5K |
| World Investment Advisors | 117.9K | $2.75M | −$164.7K | Added$122K |
| WOLVERINE ASSET MANAGEMENT LLC | 91.4K | $2.13M | −$142.6K | Cut−$699.9K |
| Allspring Global Investments Holdings, LLC | 80.1K | $1.87M | −$104.8K | Added$197.2K |
| EVOLVE PRIVATE WEALTH, LLC | 79.6K | $1.86M | −$166.1K | Cut−$168.3K |
| D.A. DAVIDSON & CO. | 79.3K | $1.85M | −$123.7K | Cut−$139.2K |
| OSAIC HOLDINGS, INC. | 77.3K | $1.81M | −$120.6K | Cut−$443.5K |
| OxenFree Capital LLC | 65.2K | $1.64M | $15.9K | Added$232.1K |
| &PARTNERS | 60.3K | $1.41M | −$83.7K | Added$110.1K |
| Capital Investment Advisors, LLC | 55.7K | $1.3M | −$86.9K | Cut−$86.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 48.1K | $1.12M | −$56K | Added$229.7K |
| Calamos Advisors LLC | 47.9K | $1.12M | −$65.8K | Added$67.3K |
| Keystone Financial Group | 46.7K | $1.09M | −$72.9K | Cut−$119.5K |
| Shaker Financial Services, LLC | 45.4K | $1.06M | −$99.2K | Cut−$665.4K |
| AMERIPRISE FINANCIAL INC | 44.2K | $1.03M | −$53.2K | Added$181.5K |
| Integrated Wealth Concepts LLC | 43K | $1M | −$67K | Cut−$149.9K |
| Kestra Advisory Services, LLC | 38.3K | $895.6K | −$59.8K | Cut−$98.4K |
| FIRST TRUST ADVISORS LP | 33.8K | $789.3K | — | New |
| Prospera Financial Services Inc | 33.2K | $776.5K | −$43.4K | Added$82.1K |
| STIFEL FINANCIAL CORP | 32.3K | $755.1K | −$50.4K | Cut−$335.8K |
| PMG Family Office LLC | 31.7K | $741.6K | −$46.1K | Added$5.87K |
| Steward Partners Investment Advisory, LLC | 31.3K | $730.1K | −$48.8K | Cut−$48.8K |
| Cetera Investment Advisers | 30.2K | $704.9K | −$38.9K | Added$83.2K |
| ROTHSCHILD INVESTMENT LLC | 29K | $677.2K | −$45.2K | Cut−$45.2K |
| Allworth Financial LP | 28.6K | $669.2K | −$44.7K | Cut−$109.6K |
| Cornerstone Wealth Management, LLC | 27.8K | $649.6K | −$41.2K | Cut−$8.53K |
| ENVESTNET ASSET MANAGEMENT INC | 25.9K | $605.4K | −$31.9K | Added$96.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25.2K | $587.8K | −$39.2K | Cut−$54.4K |
| Concurrent Investment Advisors, LLC | 24K | $559.5K | — | New |
| Centurion Wealth Management LLC | 21.5K | $502.5K | −$33.6K | Cut−$33.6K |
| David J Yvars Group | 20.7K | $482.5K | −$32.2K | Cut−$44.2K |
| TRUIST FINANCIAL CORP | 20K | $468.3K | −$31.3K | Cut−$69.3K |
| Baird Financial Group, Inc. | 18.9K | $441.5K | −$28.8K | Cut−$19K |
| PFG Investments, LLC | 15.1K | $351.9K | −$23.3K | Cut−$21K |
| Icahn Capital | 14.5K | $337.6K | −$22.5K | Cut−$22.5K |
| CSS LLC/IL | 14K | $326.3K | −$21.8K | Cut−$89.1K |
| Institute for Wealth Management, LLC. | 13.7K | $321.2K | −$21.5K | Cut−$43.5K |
| Kovack Advisors, Inc. | 13K | $306.1K | −$13.1K | Added$53.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12.5K | $296.2K | −$16.2K | Cut−$16.2K |
| Sanctuary Advisors, LLC | 11.8K | $276.8K | −$18.5K | Cut−$18.5K |
| SMH CAPITAL ADVISORS INC | 252 | $252K | $245.8K | Cut−$14.3K |
| Hennion & Walsh Asset Management, Inc. | 10.2K | $237.6K | −$15.9K | Cut−$181.2K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10.1K | $234.9K | −$10.4K | Added$69.1K |
| Global Assets Advisory, LLC | 10K | $233.6K | −$15.6K | Cut−$15.6K |
| Joel Isaacson & Co., LLC | 10K | $233.6K | −$15.6K | Cut−$15.6K |
| DAYMARK WEALTH PARTNERS, LLC | 9.66K | $225.7K | −$15.1K | Cut−$15.1K |
| Huntleigh Advisors, Inc. | 9.52K | $222.4K | −$14.6K | Cut−$11.3K |
| DAVENPORT & Co LLC | 9.31K | $217.5K | −$14.4K | Cut−$12.9K |
| OPPENHEIMER & CO INC | 8.84K | $206.4K | −$12.8K | Added$2.31K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.57K | $200.2K | −$13.4K | Cut−$29.4K |
| FIFTH THIRD BANCORP | 8.09K | $189.1K | — | New |
| Rockefeller Capital Management L.P. | 4.57K | $106.7K | −$7.13K | Cut−$7.13K |
| WOLFF WIESE MAGANA LLC | 4.25K | $99.2K | −$6.63K | Cut−$6.63K |
| US BANCORP \DE\ | 4.13K | $96.6K | −$6.45K | Cut−$6.45K |
| CWM, LLC | 3.34K | $78.1K | $77.8K | Added$78K |
| PNC Financial Services Group, Inc. | 3K | $70.2K | −$4.69K | Cut−$4.69K |
| MAI Capital Management | 2.98K | $69.5K | −$4.56K | Cut−$3.07K |
| Westfuller Advisors, LLC | 2.24K | $52.3K | −$4.46K | Cut−$2.33K |
| CoreCap Advisors, LLC | 1.3K | $30.4K | −$2.03K | Cut−$2.03K |
| EASTERN BANK | 1.3K | $30.3K | −$2.02K | Cut−$2.02K |
| Farther Finance Advisors, LLC | 1.17K | $27.7K | −$1.23K | Added$4.02K |
| HARBOUR INVESTMENTS, INC. | 1.13K | $26.3K | −$1.76K | Cut−$24.8K |
| HIGHLINE WEALTH PARTNERS LLC | 371 | $8.67K | −$578 | Cut−$578 |
| Westside Investment Management, Inc. | 350 | $8.18K | −$546 | Cut−$546 |
| JPMORGAN CHASE & CO | 305 | $7K | −$607 | Cut−$1.93K |
| Strengthening Families & Communities, LLC | 190 | $4.45K | −$269 | Cut−$105 |
| Cambridge Investment Research Advisors, Inc. | 80K | $1.87K | −$125 | Cut−$212 |
| Advisory Services Network, LLC | 65 | $1.52K | — | New |
| Stolper Co | 37.7K | $1.19K | $218 | Added$379 |
| Thrivent Financial for Lutherans | 39.9K | $931 | −$55 | Added$38 |
| WEDBUSH SECURITIES INC | 25.5K | $597 | −$19 | Added$285 |
| Janney Montgomery Scott LLC | 14.2K | $332 | −$22 | Cut−$18 |
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.