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Virtus Global Multi-Sector (VGI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares366,497 from 344,710
Change+21,787 (+6%)
Value$2.5M (-$111.5K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares193,338 from 173,428
Change+19,910 (+11%)
Value$1.3M (+$4.3K)
Filed 2026-10-08
Fiera Capital Corp
UNCHANGED
Shares154,898 from 154,898
Change0 (0%)
Value$1.0M (-$116.2K)
Filed 2026-11-06
Shaker Financial Services, LLC
DECREASED
Shares150,791 from 214,646
Change-63,855 (-30%)
Value$1.0M (-$592.0K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares95,514 from 123,258
Change-27,744 (-23%)
Value$645 (-$923.4K)
Filed 2026-11-02
Total Wealth Planning & Management, Inc.
INCREASED
Shares52,513 from 46,936
Change+5,577 (+12%)
Value$354.5K (+$2.4K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares50,654 from 38,607
Change+12,047 (+31%)
Value$341.9K (+$52.4K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
DECREASED
Shares35,752 from 39,030
Change-3,278 (-8%)
Value$241.3K (-$51.4K)
Filed 2026-10-21
Closed-End Fund Advisors, Inc.
DECREASED
Shares11,383 from 11,533
Change-150 (-1%)
Value$76.8K (-$9.7K)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares2,593 from 2,593
Change0 (0%)
Value$17.5K (-$1.9K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$11.3K ($0)
Filed 2026-11-06
Highline Wealth Partners LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$3.4K (-$375)
Filed 2026-10-19
Worth Asset Management, LLC
CLOSED
Shares0 from 24,412
Change-24,412 (-100%)
Value$0 (-$183.1K)
Filed 2026-10-07
Wolverine Asset Management LLC
CLOSED
Shares0 from 12,913
Change-12,913 (-100%)
Value$0 (-$96.8K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 12,225
Change-12,225 (-100%)
Value$0 (-$91.7K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 7,025
Change-7,025 (-100%)
Value$0 (-$52.6K)
Filed 2026-11-02
SIT Investment Associates Inc
N/A
Shares— from 1,923,402
Change-1,923,402 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 321,166
Change-321,166 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 169,306
Change-169,306 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 163,608
Change-163,608 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 117,724
Change-117,724 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 116,433
Change-116,433 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 89,694
Change-89,694 (-100%)
Value—
Stephens Inc
N/A
Shares— from 79,218
Change-79,218 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 73,945
Change-73,945 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 26,717
Change-26,717 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 24,467
Change-24,467 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,300
Change-19,300 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 18,548
Change-18,548 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,049
Change-18,049 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,751
Change-16,751 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,530
Change-16,530 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED366,497344,710+21,787+6%$2.6M$2.5M-$111.5K2026-11-06
CoreCap Advisors, LLC
INCREASED193,338173,428+19,910+11%$1.3M$1.3M+$4.3K2026-10-08
Fiera Capital Corp
UNCHANGED154,898154,89800%$1.2M$1.0M-$116.2K2026-11-06
Shaker Financial Services, LLC
DECREASED150,791214,646-63,855-30%$1.6M$1.0M-$592.0K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED95,514123,258-27,744-23%$924.0K$645-$923.4K2026-11-02
Total Wealth Planning & Management, Inc.
INCREASED52,51346,936+5,577+12%$352.0K$354.5K+$2.4K2026-10-23
Kestra Advisory Services, LLC
INCREASED50,65438,607+12,047+31%$289.6K$341.9K+$52.4K2026-11-02
SeaCrest Wealth Management, LLC
DECREASED35,75239,030-3,278-8%$292.7K$241.3K-$51.4K2026-10-21
Closed-End Fund Advisors, Inc.
DECREASED11,38311,533-150-1%$86.5K$76.8K-$9.7K2026-11-04
Fifth Third Bancorp
UNCHANGED2,5932,59300%$19.4K$17.5K-$1.9K2026-11-05
Allworth Financial LP
UNCHANGED1,5001,50000%$11.3K$11.3K$02026-11-06
Highline Wealth Partners LLC
UNCHANGED50050000%$3.8K$3.4K-$3752026-10-19
Worth Asset Management, LLC
CLOSED024,412-24,412-100%$183.1K$0-$183.1K2026-10-07
Wolverine Asset Management LLC
CLOSED012,913-12,913-100%$96.8K$0-$96.8K2026-11-02
Kestra Private Wealth Services, LLC
CLOSED012,225-12,225-100%$91.7K$0-$91.7K2026-11-06
International Assets Investment Management, LLC
CLOSED07,025-7,025-100%$52.6K$0-$52.6K2026-11-02
SIT Investment Associates Inc
N/A—1,923,402-1,923,402-100%$14.4M———
Morgan Stanley
N/A—321,166-321,166-100%$2.4M———
Raymond James Financial Inc
N/A—169,306-169,306-100%$1.3M———
1607 Capital Partners, LLC
N/A—163,608-163,608-100%$1.2M———
Stifel Financial Corp
N/A—117,724-117,724-100%$883.0K———
NewEdge Advisors, LLC
N/A—116,433-116,433-100%$873.3K———
Osaic Holdings, Inc.
N/A—89,694-89,694-100%$672.7K———
Stephens Inc
N/A—79,218-79,218-100%$594.1K———
Wells Fargo & Company
N/A—73,945-73,945-100%$554.6K———
Cetera Investment Advisers
N/A—26,717-26,717-100%$200.4K———
Founders Financial Alliance, LLC
N/A—24,467-24,467-100%$183.5K———
UBS Group AG
N/A—19,300-19,300-100%$144.8K———
Van Diest Capital, LLC
N/A—18,548-18,548-100%$139.1K———
Kovack Advisors, Inc.
N/A—18,049-18,049-100%$135.2K———
Royal Bank of Canada
N/A—16,751-16,751-100%$126.0K———
Susquehanna International Group, LLP
N/A—16,530-16,530-100%$124.0K———
HighTower Advisors, LLC
N/A—13,385-13,385-100%$100.4K———
Steward Partners Investment Advisory, LLC
N/A—1,896-1,896-100%$14.2K———
Global Retirement Partners, LLC
N/A—800-800-100%$6.0K———
FMR LLC
N/A—1-1-100%$8———
Showing 36 of 36 institutions