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Virtus Divers Inc & Convert (ACV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares358,835 from 143,611
Change+215,224 (+150%)
Value$8.7M (+$4.6M)
Filed 2026-11-06
Emissary Wealth LLC
INCREASED
Shares86,020 from 80,761
Change+5,259 (+7%)
Value$2.1M (-$208.8K)
Filed 2026-11-09
Wolverine Asset Management LLC
INCREASED
Shares64,011 from 50,693
Change+13,318 (+26%)
Value$1.5M (+$111.1K)
Filed 2026-11-02
World Equity Group, Inc.
INCREASED
Shares45,756 from 41,950
Change+3,806 (+9%)
Value$1.1M (-$82.5K)
Filed 2026-10-14
PMG Family Office LLC
INCREASED
Shares44,040 from 43,637
Change+403 (+1%)
Value$1.1M (-$171.8K)
Filed 2026-10-19
Gilliland Jeter Wealth Management LLC
INCREASED
Shares24,808 from 24,780
Change+28 (+0%)
Value$599.9K (-$102.4K)
Filed 2026-10-28
Mcdonald Partners LLC
UNCHANGED
Shares24,700 from 24,700
Change0 (0%)
Value$597.2K (-$102.8K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED
Shares24,311 from 25,266
Change-955 (-4%)
Value$587.8K (-$117.8K)
Filed 2026-10-13
Davenport & Co LLC
UNCHANGED
Shares21,793 from 21,793
Change0 (0%)
Value$527.0K (-$90.7K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares21,484 from 21,041
Change+443 (+2%)
Value$519.5K (-$76.8K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares12,118 from 10,698
Change+1,420 (+13%)
Value$293.0K (-$10.2K)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
INCREASED
Shares10,667 from 7,097
Change+3,570 (+50%)
Value$257.9K (+$56.8K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares8,734 from 9,273
Change-539 (-6%)
Value$211.2K (-$51.6K)
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares1,977 from 1,977
Change0 (0%)
Value$47.8K (-$8.2K)
Filed 2026-10-08
Westside Investment Management, Inc.
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$45.1K (-$7.8K)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares136
Change+136
Value$3.3K
Filed 2026-10-29
Highline Wealth Partners LLC
NEW
Shares113
Change+113
Value$2.7K
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$1.4K ($0)
Filed 2026-11-06
Shaker Financial Services, LLC
CLOSED
Shares0 from 7,355
Change-7,355 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 7,255
Change-7,255 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,082
Change-1,082 (-100%)
Value$0 (-$30.5K)
Filed 2026-11-02
Central Trust Co
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$28.3K)
Filed 2026-11-05
Harbour Investments, Inc.
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$9.0K)
Filed 2026-11-09
Wells Fargo & Company
N/A
Shares— from 461,782
Change-461,782 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 340,120
Change-340,120 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 322,144
Change-322,144 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 154,508
Change-154,508 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 101,965
Change-101,965 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 91,294
Change-91,294 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 73,585
Change-73,585 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 55,102
Change-55,102 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 24,352
Change-24,352 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 22,224
Change-22,224 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 12,022
Change-12,022 (-100%)
Value—
&partners
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,752
Change-9,752 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,013
Change-5,013 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 628
Change-628 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 556
Change-556 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED358,835143,611+215,224+150%$4.1M$8.7M+$4.6M2026-11-06
Emissary Wealth LLC
INCREASED86,02080,761+5,259+7%$2.3M$2.1M-$208.8K2026-11-09
Wolverine Asset Management LLC
INCREASED64,01150,693+13,318+26%$1.4M$1.5M+$111.1K2026-11-02
World Equity Group, Inc.
INCREASED45,75641,950+3,806+9%$1.2M$1.1M-$82.5K2026-10-14
PMG Family Office LLC
INCREASED44,04043,637+403+1%$1.2M$1.1M-$171.8K2026-10-19
Gilliland Jeter Wealth Management LLC
INCREASED24,80824,780+28+0%$702.3K$599.9K-$102.4K2026-10-28
Mcdonald Partners LLC
UNCHANGED24,70024,70000%$700.0K$597.2K-$102.8K2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED24,31125,266-955-4%$705.7K$587.8K-$117.8K2026-10-13
Davenport & Co LLC
UNCHANGED21,79321,79300%$617.6K$527.0K-$90.7K2026-10-14
Apollon Wealth Management, LLC
INCREASED21,48421,041+443+2%$596.3K$519.5K-$76.8K2026-10-23
D.A. Davidson & Co.
INCREASED12,11810,698+1,420+13%$303.2K$293.0K-$10.2K2026-10-28
Integrity Advisory Solutions, LLC
INCREASED10,6677,097+3,570+50%$201.1K$257.9K+$56.8K2026-10-29
Commonwealth Equity Services, LLC
DECREASED8,7349,273-539-6%$262.8K$211.2K-$51.6K2026-11-02
Farther Finance Advisors, LLC
UNCHANGED1,9771,97700%$56.0K$47.8K-$8.2K2026-10-08
Westside Investment Management, Inc.
UNCHANGED1,8671,86700%$52.9K$45.1K-$7.8K2026-11-02
Next Level Wealth Planning, LLC
NEW136—+136——$3.3K—2026-10-29
Highline Wealth Partners LLC
NEW113—+113——$2.7K—2026-10-19
Allworth Financial LP
UNCHANGED484800%$1.4K$1.4K$02026-11-06
Shaker Financial Services, LLC
CLOSED07,355-7,355-100%$208.4K$0-$208.4K2026-10-14
Relyea Zuckerberg Hanson LLC
CLOSED07,255-7,255-100%$205.6K$0-$205.6K2026-10-20
International Assets Investment Management, LLC
CLOSED01,082-1,082-100%$30.5K$0-$30.5K2026-11-02
Central Trust Co
CLOSED01,000-1,000-100%$28.3K$0-$28.3K2026-11-05
Harbour Investments, Inc.
CLOSED0317-317-100%$9.0K$0-$9.0K2026-11-09
Wells Fargo & Company
N/A—461,782-461,782-100%$13.1M———
Advisors Asset Management, Inc.
N/A—340,120-340,120-100%$9.6M———
Guggenheim Capital LLC
N/A—322,144-322,144-100%$9.1M———
Raymond James Financial Inc
N/A—154,508-154,508-100%$4.4M———
Bank of America Corp
N/A—101,965-101,965-100%$2.9M———
Morgan Stanley
N/A—91,294-91,294-100%$2.6M———
Royal Bank of Canada
N/A—73,585-73,585-100%$2.1M———
Osaic Holdings, Inc.
N/A—55,102-55,102-100%$1.6M———
Envestnet Asset Management Inc
N/A—24,352-24,352-100%$690.1K———
Stifel Financial Corp
N/A—22,224-22,224-100%$629.8K———
Invesco Ltd.
N/A—12,022-12,022-100%$340.7K———
&partners
N/A—9,817-9,817-100%$278.2K———
Integrated Wealth Concepts LLC
N/A—9,752-9,752-100%$276.4K———
UBS Group AG
N/A—5,013-5,013-100%$142.1K———
NewEdge Advisors, LLC
N/A—3,570-3,570-100%$101.2K———
Steward Partners Investment Advisory, LLC
N/A—3,400-3,400-100%$96.4K———
BFC Planning, Inc.
N/A—750-750-100%$21.3K———
Clear Street Group Inc.
N/A—628-628-100%$17.8K———
Keating Financial Advisory Services, Inc.
N/A—556-556-100%$15.8K———
FMR LLC
N/A—1-1-100%$28———
Showing 43 of 43 institutions