ACV institutional holders
VIRTUS DIVERSIFIED INCM & CO · 13F, 2026Q2
| Managers holding | 40 |
|---|
| Shares held | 2,218,036 |
|---|
| Reported value | $62.8m |
|---|
| Quarter flows | 6 new, 12 added, 15 trimmed, 3 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| WELLS FARGO & COMPANY/MN | 461,782 | $13.1m | 0.0% |
| Advisors Asset Management, Inc. | 340,120 | $9.6m | 0.1% |
| GUGGENHEIM CAPITAL LLC | 322,144 | $9.1m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 154,508 | $4.4m | 0.0% |
| LPL Financial LLC | 143,611 | $4.1m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 101,965 | $2.9m | 0.0% |
| MORGAN STANLEY | 91,294 | $2.6m | 0.0% |
| Emissary Wealth LLC | 80,761 | $2.3m | 1.7% |
| ROYAL BANK OF CANADA | 73,585 | $2.1m | 0.0% |
| OSAIC HOLDINGS, INC. | 55,102 | $1.6m | 0.0% |
| WOLVERINE ASSET MANAGEMENT LLC | 50,693 | $1.4m | 0.0% |
| PMG Family Office LLC | 43,637 | $1.2m | 1.1% |
| WORLD EQUITY GROUP, INC. | 41,950 | $1.2m | 0.3% |
| B. Riley Wealth Advisors, Inc. | 25,266 | $705,673 | 0.0% |
| Gilliland Jeter Wealth Management LLC | 24,780 | $702,277 | 0.2% |
| MCDONALD PARTNERS LLC | 24,700 | $699,998 | 0.2% |
| ENVESTNET ASSET MANAGEMENT INC | 24,352 | $690,122 | 0.0% |
| STIFEL FINANCIAL CORP | 22,224 | $629,802 | 0.0% |
| DAVENPORT & Co LLC | 21,793 | $617,614 | 0.0% |
| Apollon Wealth Management, LLC | 21,041 | $596,314 | 0.0% |
| Invesco Ltd. | 12,022 | $340,703 | 0.0% |
| D.A. DAVIDSON & CO. | 10,698 | $303,181 | 0.0% |
| &PARTNERS | 9,817 | $278,219 | 0.0% |
| Integrated Wealth Concepts LLC | 9,752 | $276,371 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,273 | $262,800 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("ACV"). ACV price history · All 13F data
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