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Virtus Global Multi-Sector (VGI)

CUSIP: 92829B101 | US | Financial Services · Asset Management | Micro Cap | 168 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC366,497
0.0% of portfolio›$2.5M
CoreCap Advisors, LLC193,338
0.0% of portfolio›$1.3M
Fiera Capital Corp154,898
0.0% of portfolio›$1.0M
Shaker Financial Services, LLC150,791
0.3% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.95,514
0.0% of portfolio›$645
Total Wealth Planning & Management, Inc.52,513
0.3% of portfolio›$354.5K
Kestra Advisory Services, LLC50,654
0.0% of portfolio›$341.9K
SeaCrest Wealth Management, LLC35,752
0.0% of portfolio›$241.3K
Closed-End Fund Advisors, Inc.11,383
0.1% of portfolio›$76.8K
Fifth Third Bancorp2,593
0.0% of portfolio›$17.5K
Allworth Financial LP1,500
0.0% of portfolio›$11.3K
Highline Wealth Partners LLC500
0.0% of portfolio›$3.4K
StyleTurnoverLocationFiled
LPL Financial LLC
366,497$2.5M0.0%IndexVery LowFort Mill, SC2026-11-06
CoreCap Advisors, LLC
193,338$1.3M0.0%ETFMediumSouthfield, MI2026-10-08
Fiera Capital Corp
154,898$1.0M0.0%CoreMediumMontreal, Austria2026-11-06
Shaker Financial Services, LLC
150,791$1.0M0.3%YieldHighArlington, VA2026-10-14
Cambridge Investment Research Advisors, Inc.
95,514$6450.0%ETFLowFairfield, IA2026-11-02
Total Wealth Planning & Management, Inc.
52,513$354.5K0.3%CoreMediumPonte Vedra Beach, FL2026-10-23
Kestra Advisory Services, LLC
50,654$341.9K0.0%CoreLowAustin, TX2026-11-02
SeaCrest Wealth Management, LLC
35,752$241.3K0.0%GrowthLowPurchase, NY2026-10-21
Closed-End Fund Advisors, Inc.
11,383$76.8K0.1%YieldMediumRichmond, VA2026-11-04
Fifth Third Bancorp
2,593$17.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Allworth Financial LP
1,500$11.3K0.0%IndexLowFolsom, CA2026-11-06
Highline Wealth Partners LLC
500$3.4K0.0%ETFMediumSherman Oaks, CA2026-10-19