NIE — Virtus Equity & Conv Incm Fd Institutional Holders · Q3 2026
Who owns Virtus Equity & Conv Incm Fd (NIE)? 6 institutions reported holding $2.61M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: OxenFree Capital LLC ($1.9M), David J Yvars Group ($651,787), CoreCap Advisors, LLC ($32,500).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OxenFree Capital LLC | $1.9M | 73,878 | Added |
| 2 | David J Yvars Group | $651,787 | 26,071 | Added |
| 3 | CoreCap Advisors, LLC | $32,500 | 1,300 | Hold |
| 4 | EASTERN BANK | $32,450 | 1,298 | Hold |
| 5 | Farther Finance Advisors, LLC | $29,300 | 1,172 | Hold |
| 6 | Graves Light Lenhart Wealth, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30