Who Owns Virtus Diversified Income & Convertible Fund (ACV)?Hedge Fund & Institutional Holders

$25.32-0.16 (-0.63%)TechnologyNYSE

Institutional Holders

42

as of Q4 2025

Total Institutional Value

$9.000900070005002e+100T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$17.41$20.12$22.83$25.54$28.25Sep 24Jun 25Mar 26

ACV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Emissary Wealth LLCNew Position+79K+$2.1M
WORLD EQUITY GROUP, INC.New Position+30K+$785K
Gilliland Jeter Wealth Management LLCNew Position+25K+$659K
B. Riley Wealth Advisors, Inc.New Position+25K+$645K
Apollon Wealth Management, LLCNew Position+24K+$629K
Relyea Zuckerberg Hanson LLCNew Position+10K+$264K
OPPENHEIMER & CO INCNew Position+10K+$262K
D.A. DAVIDSON & CO.New Position+9K+$238K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+3K+$73K
AMERICAN NATIONAL BANK & TRUSTNew Position+2K+$54K
Westside Investment Management, Inc.New Position+2K+$49K
Keating Financial Advisory Services, Inc.New Position+493+$12K
&PARTNERSNew Position+8K+$0
Integrated Wealth Concepts LLCNew Position+8K+$0
Kestra Advisory Services, LLCNew Position+5K+$0

ACV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-19K-$11.6B
OSAIC HOLDINGS, INC.Decreased-12K-$1.4B
PMG Family Office LLCDecreased-2K-$1.1B
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Closed Position-26K-$625.1M
STIFEL FINANCIAL CORPDecreased-4K-$532.5M
U.S. Capital Wealth Advisors, LLCDecreased-7K-$405.2M
Cornerstone Advisors, LLCClosed Position-7K-$178.3M
NewEdge Advisors, LLCDecreased-13-$87.0M
Newbridge Financial Services Group, Inc.Closed Position-1K-$28.9M
Advisory Services Network, LLCClosed Position-461-$11.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GUGGENHEIM CAPITAL LLC361,160$9.0M0.06%Share
2WELLS FARGO & COMPANY/MN379,614$9.0M0.00%Share
3LPL Financial LLC298,852$7.0M0.00%Share
4Advisors Asset Management, Inc.222,978$5.0M0.08%Share
5RAYMOND JAMES FINANCIAL INC136,292$3.0M0.00%Share
6Emissary Wealth LLC79,499$2.1M1.76%Share
7MORGAN STANLEY81,974$2.0M0.00%Share
8BANK OF AMERICA CORP /DE/98,348$2.0M0.00%Share
9WELLS FARGO & COMPANY/MN82,998$2.0M0.00%Share
10PMG Family Office LLC42,384$1.1M1.29%Share
11OSAIC HOLDINGS, INC.47,469$1.0M0.00%Share
12ROYAL BANK OF CANADA69,462$1.0M0.00%Share
13WORLD EQUITY GROUP, INC.29,867$785K0.22%Share
14DAVENPORT & Co LLC25,528$671K0.00%Share
15Gilliland Jeter Wealth Management LLC25,098$659K0.20%Share
16MCDONALD PARTNERS LLC24,700$649K0.20%Share
17B. Riley Wealth Advisors, Inc.24,569$645K0.03%Share
18Apollon Wealth Management, LLC23,952$629K0.01%Share
19Invesco Ltd.20,601$541K0.00%Share
20UBS Group AG11,813$310K0.00%Share
21Relyea Zuckerberg Hanson LLC10,051$264K0.03%Share
22OPPENHEIMER & CO INC9,984$262K0.00%Share
23U.S. Capital Wealth Advisors, LLC9,825$258K0.01%Share
24World Investment Advisors9,763$249K0.00%Share
25D.A. DAVIDSON & CO.9,072$238K0.00%Share
26INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,777$73K0.00%Share
27AMERICAN NATIONAL BANK & TRUST2,082$54K0.01%Share
28Farther Finance Advisors, LLC1,977$51K0.00%Share
29Westside Investment Management, Inc.1,867$49K0.01%Share
30Sunbelt Securities, Inc.660$17K0.00%Share
31Keating Financial Advisory Services, Inc.493$12K0.00%Share
32Allworth Financial LP48$1K0.00%Share
33RAYMOND JAMES FINANCIAL INC5,835$00.00%Share
34Integrated Wealth Concepts LLC7,780$00.00%Share
35Steward Partners Investment Advisory, LLC3,400$00.00%Share
36NewEdge Advisors, LLC3,595$00.00%Share
37Kestra Advisory Services, LLC5,460$00.00%Share
38STIFEL FINANCIAL CORP18,420$00.00%Share
39COMMONWEALTH EQUITY SERVICES, LLC13,233$00.00%Share
40&PARTNERS8,200$00.00%Share
41OSAIC HOLDINGS, INC.2,410$00.00%Share
42FMR LLC5$00.00%Share

ACV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202539$50.6M+12
Q3 202527$46.3B+0
Q2 202527$36.2B-2
Q1 202529$38.3B+1
Q4 202428$318.5B+2
Q3 202426$27.8T+0
Q2 202426$30.1T+4
Q1 202422$35.3T—

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As of Q4 2025, 42 institutional investors hold ACV (Virtus Diversified Income & Convertible Fund). The largest holder is GUGGENHEIM CAPITAL LLC with $9.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own ACV?

As of Q4 2025, 42 institutional investors report holding ACV (Virtus Diversified Income & Convertible Fund) in their 13F filings.

Who is the largest institutional holder of ACV?

The largest institutional holder of ACV is GUGGENHEIM CAPITAL LLC with $9.0M in shares.

Is institutional ownership of ACV increasing or decreasing?

This quarter, 15 institutions opened new positions in ACV and 4 closed their positions.