Who Owns ACV?
Virtus Diversified Income & Convertible Fund — Institutional Ownership & 13F Holdings
$26.30
+0.06 (+0.21%)
Market Cap
$282.3M
Shares Outstanding
10,374,000
Institutional Holders
28
Total Inst. Value
$32.9M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
5
Closed Positions
5
Increased
7
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $10.1M | 503,980 |
| 2 | GUGGENHEIM CAPITAL LLC | $4.9M | 245,725 |
| 3 | Advisors Asset Management, Inc. | $3.6M | 182,106 |
| 4 | RAYMOND JAMES FINANCIAL INC | $2.8M | 140,779 |
| 5 | BANK OF AMERICA CORP /DE/ | $1.8M | 91,983 |
| 6 | MORGAN STANLEY | $1.5M | 75,127 |
| 7 | OSAIC HOLDINGS, INC. | $1.4M | 67,805 |
| 8 | ROYAL BANK OF CANADA | $1.3M | 65,491 |
| 9 | Shaker Financial Services, LLC | $847K | 42,344 |
| 10 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $817K | 40,854 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +18K | $10.1M |
| OSAIC HOLDINGS, INC. | +43K | $1.4M |
| ROYAL BANK OF CANADA | +10K | $1.3M |
| Shaker Financial Services, LLC | +5K | $847K |
| MCDONALD PARTNERS LLCNew | +25K | $494K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | -128K | $164K |
| Advisors Asset Management, Inc. | -37K | $3.6M |
| WORLD EQUITY GROUP, INC. | -35K | $381K |
| UBS Group AG | -4K | $329K |
| RAYMOND JAMES FINANCIAL INC | -3K | $2.8M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold ACV?
As of Q1 2025, 28 institutional investors report holding ACV (Virtus Diversified Income & Convertible Fund) in their 13F filings.
Which hedge fund owns the most ACV?
The largest institutional holder of ACV is WELLS FARGO & COMPANY/MN with $10.1M in shares.
Are institutions buying or selling ACV?
This quarter, 5 institutions opened new positions in ACV and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.