Virtus Convertible & Income (NCZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Congress Park Capital LLC

INCREASED

Shares552,564 from 542,943

Change+9,621 (+2%)

Value$7.8M (-$841.7K)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares326,838 from 303,708

Change+23,130 (+8%)

Value$4.6M (-$220.5K)

Filed 2026-11-06

Park Avenue Securities LLC

INCREASED

Shares84,916 from 84,766

Change+150 (+0%)

Value$1.2K (-$1.3M)

Filed 2026-10-26

Oppenheimer & Co Inc

DECREASED

Shares76,500 from 76,589

Change-89 (0%)

Value$1.1M (-$139.1K)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares54,312 from 53,128

Change+1,184 (+2%)

Value$761.4K (-$80.1K)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares47,369 from 42,607

Change+4,762 (+11%)

Value$667.9K (-$9.5K)

Filed 2026-11-02

Choreo, LLC

INCREASED

Shares44,353 from 39,738

Change+4,615 (+12%)

Value$625.4K (-$6.5K)

Filed 2026-10-28

Merit Financial Group, LLC

DECREASED

Shares36,260 from 36,391

Change-131 (0%)

Value$511.3K (-$67.4K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares35,524 from 34,856

Change+668 (+2%)

Value$500.9K (-$53.3K)

Filed 2026-11-02

Blue Bell Private Wealth Management, LLC

INCREASED

Shares34,286 from 34,187

Change+99 (+0%)

Value$483.4K (-$60.1K)

Filed 2026-10-29

Twelve Points Wealth Management LLC

DECREASED

Shares33,818 from 46,263

Change-12,445 (-27%)

Value$473.4K (-$262.1K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares24,977 from 24,908

Change+69 (+0%)

Value$352 (-$395.6K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

NEW

Shares23,597

Change+23,597

Value$332.7K

Filed 2026-10-16

Closed-End Fund Advisors, Inc.

INCREASED

Shares21,922 from 20,471

Change+1,451 (+7%)

Value$309.1K (-$16.4K)

Filed 2026-11-04

Walled Lake Planning & Wealth Management, LLC

UNCHANGED

Shares15,890 from 15,890

Change0 (0%)

Value$224.0K (-$28.6K)

Filed 2026-10-29

Integrated Capital Management, Inc.

DECREASED

Shares12,821 from 13,339

Change-518 (-4%)

Value$180.8K (-$31.3K)

Filed 2026-10-09

Accredited Investor Services, LLC

DECREASED

Shares11,285 from 11,583

Change-298 (-3%)

Value$159.1K (-$25.1K)

Filed 2026-10-22

CoreCap Advisors, LLC

UNCHANGED

Shares4,838 from 4,838

Change0 (0%)

Value$68.2K (-$8.7K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares3,114 from 3,507

Change-393 (-11%)

Value$43.9K (-$11.9K)

Filed 2026-10-27

WPG Advisers, LLC

INCREASED

Shares1,562 from 1,548

Change+14 (+1%)

Value$22.0K (-$2.6K)

Filed 2026-10-27

Allworth Financial LP

UNCHANGED

Shares1,412 from 1,412

Change0 (0%)

Value$22.5K ($0)

Filed 2026-11-06

GHP Investment Advisors, Inc.

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$10.6K (-$1.4K)

Filed 2026-10-15

EverSource Wealth Advisors, LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$9.9K (-$1.3K)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares697 from 1,526

Change-829 (-54%)

Value$9.8K (-$14.4K)

Filed 2026-11-05

Farther Finance Advisors, LLC

NEW

Shares325

Change+325

Value$4.6K

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares231

Change+231

Value$3.3K

Filed 2026-10-21

Highline Wealth Partners LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.8K (-$360)

Filed 2026-10-19

Assetmark, Inc

UNCHANGED

Shares109 from 109

Change0 (0%)

Value$1.5K (-$196)

Filed 2026-10-21

Wolverine Asset Management LLC

CLOSED

Shares0 from 6,225

Change-6,225 (-100%)

Value$0 (-$99.0K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 1,575

Change-1,575 (-100%)

Value$0 (-$25.0K)

Filed 2026-11-06

Harbour Investments, Inc.

CLOSED

Shares0 from 716

Change-716 (-100%)

Value$0 (-$11.4K)

Filed 2026-11-09

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 59

Change-59 (-100%)

Value$0 (-$939)

Filed 2026-11-06

Morgan Stanley

N/A

Shares— from 2,856,116

Change-2,856,116 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,296,527

Change-1,296,527 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 370,125

Change-370,125 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 351,407

Change-351,407 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 330,016

Change-330,016 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 285,042

Change-285,042 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 205,874

Change-205,874 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 109,570

Change-109,570 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 77,617

Change-77,617 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 73,758

Change-73,758 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 61,106

Change-61,106 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 51,029

Change-51,029 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 40,874

Change-40,874 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 29,911

Change-29,911 (-100%)

Value—

UBS Group AG

N/A

Shares— from 25,438

Change-25,438 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 21,961

Change-21,961 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 16,370

Change-16,370 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 14,259

Change-14,259 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 13,938

Change-13,938 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 13,776

Change-13,776 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,766

Change-10,766 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 10,338

Change-10,338 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,243

Change-10,243 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 10,151

Change-10,151 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,284

Change-1,284 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 805

Change-805 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 503

Change-503 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 300

Change-300 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 261

Change-261 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 202

Change-202 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 55

Change-55 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

FMR LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Congress Park Capital LLC	INCREASED	552,564	542,943	+9,621	+2%	$8.6M	$7.8M	-$841.7K	2026-10-13
LPL Financial LLC	INCREASED	326,838	303,708	+23,130	+8%	$4.8M	$4.6M	-$220.5K	2026-11-06
Park Avenue Securities LLC	INCREASED	84,916	84,766	+150	+0%	$1.3M	$1.2K	-$1.3M	2026-10-26
Oppenheimer & Co Inc	DECREASED	76,500	76,589	-89	0%	$1.2M	$1.1M	-$139.1K	2026-10-26
Wealth Enhancement Advisory Services, LLC	INCREASED	54,312	53,128	+1,184	+2%	$841.6K	$761.4K	-$80.1K	2026-10-13
Kestra Advisory Services, LLC	INCREASED	47,369	42,607	+4,762	+11%	$677.5K	$667.9K	-$9.5K	2026-11-02
Choreo, LLC	INCREASED	44,353	39,738	+4,615	+12%	$631.8K	$625.4K	-$6.5K	2026-10-28
Merit Financial Group, LLC	DECREASED	36,260	36,391	-131	0%	$578.6K	$511.3K	-$67.4K	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	35,524	34,856	+668	+2%	$554.2K	$500.9K	-$53.3K	2026-11-02
Blue Bell Private Wealth Management, LLC	INCREASED	34,286	34,187	+99	+0%	$543.6K	$483.4K	-$60.1K	2026-10-29
Twelve Points Wealth Management LLC	DECREASED	33,818	46,263	-12,445	-27%	$735.6K	$473.4K	-$262.1K	2026-11-03
Cambridge Investment Research Advisors, Inc.	INCREASED	24,977	24,908	+69	+0%	$396.0K	$352	-$395.6K	2026-11-02
Concurrent Investment Advisors, LLC	NEW	23,597	—	+23,597	—	—	$332.7K	—	2026-10-16
Closed-End Fund Advisors, Inc.	INCREASED	21,922	20,471	+1,451	+7%	$325.5K	$309.1K	-$16.4K	2026-11-04
Walled Lake Planning & Wealth Management, LLC	UNCHANGED	15,890	15,890	0	0%	$252.7K	$224.0K	-$28.6K	2026-10-29
Integrated Capital Management, Inc.	DECREASED	12,821	13,339	-518	-4%	$212.1K	$180.8K	-$31.3K	2026-10-09
Accredited Investor Services, LLC	DECREASED	11,285	11,583	-298	-3%	$184.2K	$159.1K	-$25.1K	2026-10-22
CoreCap Advisors, LLC	UNCHANGED	4,838	4,838	0	0%	$76.9K	$68.2K	-$8.7K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	DECREASED	3,114	3,507	-393	-11%	$55.8K	$43.9K	-$11.9K	2026-10-27
WPG Advisers, LLC	INCREASED	1,562	1,548	+14	+1%	$24.6K	$22.0K	-$2.6K	2026-10-27
Allworth Financial LP	UNCHANGED	1,412	1,412	0	0%	$22.5K	$22.5K	$0	2026-11-06
GHP Investment Advisors, Inc.	UNCHANGED	750	750	0	0%	$11.9K	$10.6K	-$1.4K	2026-10-15
EverSource Wealth Advisors, LLC	UNCHANGED	700	700	0	0%	$11.1K	$9.9K	-$1.3K	2026-11-04
Fifth Third Bancorp	DECREASED	697	1,526	-829	-54%	$24.3K	$9.8K	-$14.4K	2026-11-05
Farther Finance Advisors, LLC	NEW	325	—	+325	—	—	$4.6K	—	2026-10-08
Root Financial Partners, LLC	NEW	231	—	+231	—	—	$3.3K	—	2026-10-21
Highline Wealth Partners LLC	UNCHANGED	200	200	0	0%	$3.2K	$2.8K	-$360	2026-10-19
Assetmark, Inc	UNCHANGED	109	109	0	0%	$1.7K	$1.5K	-$196	2026-10-21
Wolverine Asset Management LLC	CLOSED	0	6,225	-6,225	-100%	$99.0K	$0	-$99.0K	2026-11-02
PNC Financial Services Group, Inc.	CLOSED	0	1,575	-1,575	-100%	$25.0K	$0	-$25.0K	2026-11-06
Harbour Investments, Inc.	CLOSED	0	716	-716	-100%	$11.4K	$0	-$11.4K	2026-11-09
Institute for Wealth Management, Llc.	CLOSED	0	59	-59	-100%	$939	$0	-$939	2026-11-06
Morgan Stanley	N/A	—	2,856,116	-2,856,116	-100%	$45.4M	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,296,527	-1,296,527	-100%	$20.6M	—	—	—
Guggenheim Capital LLC	N/A	—	370,125	-370,125	-100%	$5.9M	—	—	—
Penserra Capital Management LLC	N/A	—	351,407	-351,407	-100%	$5.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	330,016	-330,016	-100%	$5.2M	—	—	—
Cohen & Steers, Inc.	N/A	—	285,042	-285,042	-100%	$4.5M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	205,874	-205,874	-100%	$3.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	109,570	-109,570	-100%	$1.7M	—	—	—
Saba Capital Management, L.P.A	N/A	—	77,617	-77,617	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	73,758	-73,758	-100%	$1.2M	—	—	—
Raymond James Financial Inc	N/A	—	61,106	-61,106	-100%	$971.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	51,029	-51,029	-100%	$811.4K	—	—	—
Bank of America Corp	N/A	—	40,874	-40,874	-100%	$649.9K	—	—	—
Invesco Ltd.	N/A	—	29,911	-29,911	-100%	$475.6K	—	—	—
UBS Group AG	N/A	—	25,438	-25,438	-100%	$404.5K	—	—	—
Baird Financial Group, Inc.	N/A	—	21,961	-21,961	-100%	$349.2K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	16,370	-16,370	-100%	$260.0K	—	—	—
Wells Fargo & Company	N/A	—	14,259	-14,259	-100%	$226.7K	—	—	—
Cetera Investment Advisers	N/A	—	13,938	-13,938	-100%	$221.6K	—	—	—
PFG Investments, LLC	N/A	—	13,776	-13,776	-100%	$219.0K	—	—	—
XTX Topco Ltd	N/A	—	10,766	-10,766	-100%	$171.2K	—	—	—
Hollencrest Capital Management	N/A	—	10,338	-10,338	-100%	$164.4K	—	—	—
Mariner, LLC	N/A	—	10,243	-10,243	-100%	$162.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	10,151	-10,151	-100%	$161.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,284	-1,284	-100%	$20.4K	—	—	—
HighMark Wealth Management LLC	N/A	—	805	-805	-100%	$12.8K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	503	-503	-100%	$7.8K	—	—	—
SHP Wealth Management	N/A	—	300	-300	-100%	$4.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	261	-261	-100%	$4.2K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	202	-202	-100%	$3.2K	—	—	—
JPMorgan Chase & Co	N/A	—	55	-55	-100%	$867	—	—	—
BFC Planning, Inc.	N/A	—	2	-2	-100%	$37	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	2	-2	-100%	$37	—	—	—
FMR LLC	N/A	—	1	-1	-100%	$16	—	—	—

Showing 66 of 66 institutions