Who Owns VIRTUS GLOBAL MULTI-SECTOR I (VGI)? -- Institutional Holders (2026-06-30)

37 institutions reported holding $32.5M of VIRTUS GLOBAL MULTI-SECTOR I (VGI) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($14.4M), LPL Financial LLC ($2.6M), MORGAN STANLEY ($2.4M), Shaker Financial Services, LLC ($1.6M), CoreCap Advisors, LLC ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SIT INVESTMENT ASSOCIATES INC$14.4M1.9MAdded
2LPL Financial LLC$2.6M344,710Added
3MORGAN STANLEY$2.4M321,166Added
4Shaker Financial Services, LLC$1.6M214,646Added
5CoreCap Advisors, LLC$1.3M173,428Added
6RAYMOND JAMES FINANCIAL INC$1.3M169,306Added
7Fiera Capital Corp$1.2M154,898Added
8Cambridge Investment Research Advisors, Inc.$924,000123,258Added
9STIFEL FINANCIAL CORP$882,971117,724Trimmed
10NewEdge Advisors, LLC$873,251116,433Trimmed
11OSAIC HOLDINGS, INC.$672,69689,694Added
121607 Capital Partners, LLC$613,53081,804Trimmed
13STEPHENS INC /AR/$594,13579,218Added
14WELLS FARGO & COMPANY/MN$554,58273,945Added
15Total Wealth Planning & Management, Inc.$352,02046,936Added
16SeaCrest Wealth Management, LLC$292,72539,030Trimmed
17Kestra Advisory Services, LLC$289,55538,607Trimmed
18Cetera Investment Advisers$200,37926,717Added
19Founders Financial Alliance, LLC$183,49924,467Trimmed
20Worth Asset Management, LLC$183,09024,412Trimmed
21UBS Group AG$144,75019,300Added
22Van Diest Capital, LLC$139,11418,548Added
23Kovack Advisors, Inc.$135,23518,049Added
24Royal Bank of Canada$126,00016,751Added
25SUSQUEHANNA INTERNATIONAL GROUP, LLP$123,97516,530New

Source: SEC Form 13F filings · as of 2026-06-30