Virtus Convertible & Income Fund — Institutional Ownership
Which tracked institutions hold NCV, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
8
Funds holding
$25225672
Total value held
Flat
4 added/new · 4 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $19408822 | 1304355 | +49804 | +3.97% |
| 2 | Bank Of America Corp /De/ | $3867607 | 259920 | -12052 | -4.43% |
| 3 | Invesco Ltd. | $974357 | 64314 | -12 | -0.02% |
| 4 | Royal Bank Of Canada | $507000 | 34092 | — | NEW BUY |
| 5 | Raymond James Financial Inc | $317804 | 21358 | -3 | -0.01% |
| 6 | Wells Fargo & Company/Mn | $97945 | 6465 | -7652 | -54.20% |
| 7 | Fifth Third Bancorp | $45858 | 3082 | — | NEW BUY |
| 8 | Blackrock, Inc. | $6279 | 422 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.