Who Owns VIRTUS EQUITY & CONV INCM FD (NIE)? -- Institutional Holders (2026-06-30)
99 institutions reported holding $200.6M of VIRTUS EQUITY & CONV INCM FD (NIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($26.1M), Advisors Asset Management, Inc. ($17.8M), Royal Bank of Canada ($15.0M), RAYMOND JAMES FINANCIAL INC ($14.7M), MORGAN STANLEY ($13.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WELLS FARGO & COMPANY/MN | $26.1M | 970,804 | Added |
| 2 | Advisors Asset Management, Inc. | $17.8M | 663,531 | Trimmed |
| 3 | Royal Bank of Canada | $15.0M | 560,208 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $14.7M | 546,758 | Added |
| 5 | MORGAN STANLEY | $13.7M | 508,646 | Trimmed |
| 6 | GUGGENHEIM CAPITAL LLC | $13.1M | 487,072 | Added |
| 7 | Saba Capital Management, L.P. | $12.8M | 475,853 | Added |
| 8 | LPL Financial LLC | $9.2M | 343,482 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 277,185 | Added |
| 10 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $6.1M | 226,836 | Added |
| 11 | Invesco Ltd. | $3.7M | 138,527 | Added |
| 12 | UBS Group AG | $3.5M | 129,761 | Trimmed |
| 13 | Allspring Global Investments Holdings, LLC | $3.5M | 128,831 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $3.3M | 121,832 | Added |
| 15 | D.A. DAVIDSON & CO. | $2.8M | 103,773 | Added |
| 16 | World Investment Advisors | $2.7M | 114,410 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $2.5M | 93,578 | Added |
| 18 | EVOLVE PRIVATE WEALTH, LLC | $2.0M | 74,881 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $2.0M | 73,246 | Trimmed |
| 20 | OxenFree Capital LLC | $1.9M | 72,798 | Added |
| 21 | WOLVERINE ASSET MANAGEMENT LLC | $1.8M | 66,997 | Trimmed |
| 22 | &PARTNERS | $1.8M | 65,891 | Added |
| 23 | Capital Investment Advisors, LLC | $1.5M | 54,923 | Trimmed |
| 24 | Calamos Advisors LLC | $1.4M | 51,308 | Added |
| 25 | Keystone Financial Group | $1.3M | 47,812 | Added |
Source: SEC Form 13F filings · as of 2026-06-30