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NIE

Virtus Equity & Convertible Income Fund
$26.59 +0.16 (+0.61%) At close · Jul 6
Market Cap
$736.78M
Shares
27,708,965

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 86
Total Value: $166,071,595
Total Shares: 7,108,842

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 86 13F filers
Top Holder
13.4%
Jun 2023 → Mar 2026 · range 12.9% – 35.8%
of institutional value
Top 5
45.7%
Jun 2023 → Mar 2026 · range 43.4% – 100.0%
of institutional value
Top 10
68.1%
Jun 2023 → Mar 2026 · range 63.8% – 100.0%
of institutional value
HHI
580
Jun 2023 → Mar 2026 · range 558 – 3,090
Broadly held
Showing 86 of 86
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega WELLS FARGO & COMPANY/MN $22,219,751 13.38% 951,188
Mid Advisors Asset Management, Inc. $15,924,815 9.59% 681,713
Mega ROYAL BANK OF CANADA Bank $13,435,900 8.09% 575,167
Mega MORGAN STANLEY $12,186,654 7.34% 521,689
Mega RAYMOND JAMES FINANCIAL INC $12,150,772 7.32% 520,153
Large GUGGENHEIM CAPITAL LLC $10,821,286 6.52% 463,240
Mid Saba Capital Management, L.P. $8,440,341 5.08% 361,316
Mega LPL Financial LLC $6,790,962 4.09% 290,709
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $6,001,557 3.61% 256,916
Small SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC $5,109,252 3.08% 218,718
Mega UBS Group AG $3,066,490 1.85% 131,271
Mega Invesco Ltd. $2,855,222 1.72% 122,227
Mega BANK OF AMERICA CORP /DE/ Bank $2,782,035 1.68% 119,094
Mid World Investment Advisors $2,753,186 1.66% 117,859
Mid WOLVERINE ASSET MANAGEMENT LLC $2,134,776 1.29% 91,386
Large Allspring Global Investments Holdings, LLC $1,871,416 1.13% 80,112
Large Cambridge Investment Research Advisors, Inc. $1,869,734 1.13% 80,040
Mid EVOLVE PRIVATE WEALTH, LLC $1,860,086 1.12% 79,627
Mid D.A. DAVIDSON & CO. $1,852,845 1.12% 79,317
Large OSAIC HOLDINGS, INC. $1,806,031 1.09% 77,313
Micro OxenFree Capital LLC $1,523,632 0.92% 65,224
Large &PARTNERS $1,408,888 0.85% 60,312
Mid Capital Investment Advisors, LLC $1,301,899 0.78% 55,732
Large COMMONWEALTH EQUITY SERVICES, LLC $1,124,363 0.68% 48,132
Large Calamos Advisors LLC $1,118,663 0.67% 47,888
Small Keystone Financial Group $1,091,893 0.66% 46,742
Small Shaker Financial Services, LLC $1,059,586 0.64% 45,359
Mega AMERIPRISE FINANCIAL INC $1,031,834 0.62% 44,171
Mid Integrated Wealth Concepts LLC $1,003,989 0.60% 42,979
Large Thrivent Financial for Lutherans $930,895 0.56% 39,850
Large Kestra Advisory Services, LLC $895,645 0.54% 38,341
Small Stolper Co $881,255 0.53% 37,725
Mega FIRST TRUST ADVISORS LP $789,287 0.48% 33,788
Mid Prospera Financial Services Inc $776,533 0.47% 33,242
Large STIFEL FINANCIAL CORP $755,158 0.45% 32,327
Micro PMG Family Office LLC Family Office $741,609 0.45% 31,747
Large Steward Partners Investment Advisory, LLC $730,093 0.44% 31,254
Large Cetera Investment Advisers $704,911 0.42% 30,176
Mid ROTHSCHILD INVESTMENT LLC $677,229 0.41% 28,991
Mid Allworth Financial LP $669,170 0.40% 28,646
Small Cornerstone Wealth Management, LLC $649,641 0.39% 27,810
Mega ENVESTNET ASSET MANAGEMENT INC $605,444 0.36% 25,918
Mid WEDBUSH SECURITIES INC Broker-Dealer $596,544 0.36% 25,537
Mid LEVEL FOUR ADVISORY SERVICES, LLC $587,760 0.35% 25,161
Mid Concurrent Investment Advisors, LLC $559,495 0.34% 23,951
Small Centurion Wealth Management LLC $502,450 0.30% 21,509
Micro David J Yvars Group $482,477 0.29% 20,654
Large TRUIST FINANCIAL CORP $468,251 0.28% 20,045
Large Baird Financial Group, Inc. $441,480 0.27% 18,899
Small Brick & Kyle, Associates $379,366 0.23% 16,240
Mid PFG Investments, LLC $351,895 0.21% 15,064
Mega AQR CAPITAL MANAGEMENT LLC $337,598 0.20% 14,452
Large Janney Montgomery Scott LLC $331,641 0.20% 14,197
Small CSS LLC/IL $326,292 0.20% 13,968
Small Institute for Wealth Management, LLC. $321,176 0.19% 13,749
Mid Kovack Advisors, Inc. $302,628 0.18% 12,955
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $292,817 0.18% 12,535
Mid Sanctuary Advisors, LLC $276,816 0.17% 11,850
Mid Hennion & Walsh Asset Management, Inc. $237,594 0.14% 10,171
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $234,931 0.14% 10,057
Mid Joel Isaacson & Co., LLC $233,600 0.14% 10,000
Small Global Assets Advisory, LLC $233,600 0.14% 10,000
Mid DAYMARK WEALTH PARTNERS, LLC $225,680 0.14% 9,661
Small Huntleigh Advisors, Inc. $222,387 0.13% 9,520
Large DAVENPORT & Co LLC $217,504 0.13% 9,311
Mid OPPENHEIMER & CO INC $206,408 0.12% 8,836
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $200,148 0.12% 8,568
Large FIFTH THIRD BANCORP Bank $189,075 0.11% 8,094
Large NewEdge Advisors, LLC $175,363 0.11% 7,507
Large Rockefeller Capital Management L.P. $106,731 0.06% 4,569
Small WOLFF WIESE MAGANA LLC $99,233 0.06% 4,248
Large US BANCORP \DE\ Bank $96,593 0.06% 4,135
Large CWM, LLC $78,069 0.05% 3,342
Mega PNC FINANCIAL SERVICES GROUP, INC. $70,173 0.04% 3,004
Mid MAI Capital Management $69,519 0.04% 2,976
Micro Westfuller Advisors, LLC $52,326 0.03% 2,240
Mid CoreCap Advisors, LLC $34,918 0.02% 1,300
Mid EASTERN BANK Bank $34,864 0.02% 1,298
Mid Farther Finance Advisors, LLC $27,377 0.02% 1,172
Mid HARBOUR INVESTMENTS, INC. $26,280 0.02% 1,125
Small HIGHLINE WEALTH PARTNERS LLC $8,666 0.01% 371
Small Westside Investment Management, Inc. $8,176 0.00% 350
Mega JPMORGAN CHASE & CO $7,124 0.00% 305
Micro SMH CAPITAL ADVISORS INC $5,886 0.00% 252
Small Strengthening Families & Communities, LLC $4,438 0.00% 190
Mid Advisory Services Network, LLC $1,518 0.00% 65
Key facts CIK 1383441 CUSIP 92841M101 13F (30d) 3 filings 3 filers

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