Who Owns VIRTUS DIVERSIFIED INCM & CO (ACV)? -- Institutional Holders (2026-06-30)
42 institutions reported holding $62.8M of VIRTUS DIVERSIFIED INCM & CO (ACV) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($13.1M), Advisors Asset Management, Inc. ($9.6M), GUGGENHEIM CAPITAL LLC ($9.1M), RAYMOND JAMES FINANCIAL INC ($4.4M), LPL Financial LLC ($4.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WELLS FARGO & COMPANY/MN | $13.1M | 461,782 | Trimmed |
| 2 | Advisors Asset Management, Inc. | $9.6M | 340,120 | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $9.1M | 322,144 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.4M | 154,508 | Trimmed |
| 5 | LPL Financial LLC | $4.1M | 143,611 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $2.9M | 101,965 | Trimmed |
| 7 | MORGAN STANLEY | $2.6M | 91,294 | Added |
| 8 | Emissary Wealth LLC | $2.3M | 80,761 | Added |
| 9 | Royal Bank of Canada | $2.1M | 73,585 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $1.6M | 55,102 | Trimmed |
| 11 | WOLVERINE ASSET MANAGEMENT LLC | $1.4M | 50,693 | New |
| 12 | PMG Family Office LLC | $1.2M | 43,637 | Added |
| 13 | WORLD EQUITY GROUP, INC. | $1.2M | 41,950 | Added |
| 14 | B. Riley Wealth Advisors, Inc. | $705,673 | 25,266 | Added |
| 15 | Gilliland Jeter Wealth Management LLC | $702,277 | 24,780 | Trimmed |
| 16 | MCDONALD PARTNERS LLC | $699,998 | 24,700 | Hold |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $690,122 | 24,352 | Added |
| 18 | STIFEL FINANCIAL CORP | $629,802 | 22,224 | Added |
| 19 | DAVENPORT & Co LLC | $617,614 | 21,793 | Trimmed |
| 20 | Apollon Wealth Management, LLC | $596,314 | 21,041 | Trimmed |
| 21 | Invesco Ltd. | $340,703 | 12,022 | Trimmed |
| 22 | D.A. DAVIDSON & CO. | $303,181 | 10,698 | Trimmed |
| 23 | &PARTNERS | $278,219 | 9,817 | Added |
| 24 | Integrated Wealth Concepts LLC | $276,371 | 9,752 | New |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $262,800 | 9,273 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30