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Virtus Equity & Convertible (XNIEX)

CUSIP: 92841M101 | US | 211 institutional holders

Quarters

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

Wealth Enhancement Advisory Services, LLC286,430
0.0% of portfolio›$7.3M
Allspring Global Investments Holdings, LLC138,579
0.0% of portfolio›$3.5M
D.A. Davidson & Co.107,242
0.0% of portfolio›$2.7M
OxenFree Capital LLC73,878
0.8% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.71,470
0.0% of portfolio›$1.8K
Calamos Advisors LLC54,728
0.0% of portfolio›$1.4M
Capital Investment Advisors, LLC54,112
0.0% of portfolio›$1.4M
Commonwealth Equity Services, LLC49,670
0.0% of portfolio›$1.2M
Todd Wealth Management, LLC48,066
0.9% of portfolio›$1.2M
Prospera Financial Services Inc44,238
0.0% of portfolio›$1.1M
Kestra Advisory Services, LLC41,243
0.0% of portfolio›$1.0M
Thrivent Financial for Lutherans39,850
0.0% of portfolio›$996
Stolper Co33,619
0.0% of portfolio›$840
PMG Family Office LLC32,989
0.8% of portfolio›$824.7K
Cornerstone Wealth Management, LLC29,745
0.0% of portfolio›$743.6K
Blue Bell Private Wealth Management, LLC29,484
0.1% of portfolio›$737.1K
David J Yvars Group26,071
0.3% of portfolio›$651.8K
Wedbush Securities Inc25,402
0.0% of portfolio›$635
Miller Financial Services LLC25,200
0.5% of portfolio›$630.0K
Concurrent Investment Advisors, LLC24,427
0.0% of portfolio›$610.7K
Centurion Wealth Management LLC21,509
0.1% of portfolio›$537.7K
Truist Financial Corp19,579
0.0% of portfolio›$489.5K
Brick & Kyle, Associates16,152
0.1% of portfolio›$403.8K
SMH Capital Advisors Inc12,564
1.2% of portfolio›$314.1K
International Assets Investment Management, LLC10,728
0.0% of portfolio›$267.1K
Joel Isaacson & Co., LLC10,000
0.0% of portfolio›$250.0K
Huntleigh Advisors, Inc.9,677
0.0% of portfolio›$241.9K
Fifth Third Bancorp9,039
0.0% of portfolio›$226.0K
Oppenheimer & Co Inc9,000
0.0% of portfolio›$225.0K
Davenport & Co LLC8,777
0.0% of portfolio›$219.4K
J.W. Cole Advisors, Inc.8,707
0.0% of portfolio›$217.7K
Daymark Wealth Partners, LLC8,661
0.0% of portfolio›$216.5K
Silverlake Wealth Management LLC8,190
0.0% of portfolio›$204.7K
Wolff Wiese Magana LLC4,248
0.0% of portfolio›$106.2K
US Bancorp \de\4,135
0.0% of portfolio›$103.4K
EverSource Wealth Advisors, LLC1,339
0.0% of portfolio›$33.5K
CoreCap Advisors, LLC1,300
0.0% of portfolio›$32.5K
Eastern Bank1,298
0.0% of portfolio›$32.5K
Farther Finance Advisors, LLC1,172
0.0% of portfolio›$29.3K
Cassaday & Co Wealth Management LLC930
0.0% of portfolio›$23.3K
Cape Investment Advisory, Inc.435
0.0% of portfolio›$10.9K
James T. Borello RIA406
0.0% of portfolio›$10.2K
Westside Investment Management, Inc.350
0.0% of portfolio›$8.8K
Strengthening Families & Communities, LLC199
0.0% of portfolio›$5.0K
Highline Wealth Partners LLC150
0.0% of portfolio›$3.8K
Provenance Wealth Advisors, LLC93
0.0% of portfolio›$2.3K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
286,430$7.3M0.0%CoreLowPlymouth, MN2026-10-13
Allspring Global Investments Holdings, LLC
138,579$3.5M0.0%CoreMediumCharlotte, NC2026-11-04
D.A. Davidson & Co.
107,242$2.7M0.0%CoreLowGreat Falls, MT2026-10-28
OxenFree Capital LLC
73,878$1.9M0.8%N/ALowMelbourne, FL2026-10-07
Cambridge Investment Research Advisors, Inc.
71,470$1.8K0.0%ETFLowFairfield, IA2026-11-02
Calamos Advisors LLC
54,728$1.4M0.0%GrowthMediumNaperville, IL2026-11-02
Capital Investment Advisors, LLC
54,112$1.4M0.0%CoreLowAtlanta, GA2026-10-22
Commonwealth Equity Services, LLC
49,670$1.2M0.0%ETFLowWaltham, MA2026-11-02
Todd Wealth Management, LLC
48,066$1.2M0.9%GARPVery LowVenice, FL2026-10-19
Prospera Financial Services Inc
44,238$1.1M0.0%CoreMediumDallas, TX2026-11-04
Kestra Advisory Services, LLC
41,243$1.0M0.0%CoreLowAustin, TX2026-11-02
Thrivent Financial for Lutherans
39,850$9960.0%GARPMediumMinneapolis, MN2026-11-05
Stolper Co
33,619$8400.0%ValueMediumTulsa, OK2026-10-13
PMG Family Office LLC
32,989$824.7K0.8%YieldVery LowPlano, TX2026-10-19
Cornerstone Wealth Management, LLC
29,745$743.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
Blue Bell Private Wealth Management, LLC
29,484$737.1K0.1%YieldVery LowBlue Bell, PA2026-10-29
David J Yvars Group
26,071$651.8K0.3%GrowthLowUniversity Park, FL2026-10-09
Wedbush Securities Inc
25,402$6350.0%CoreLowPasadena, CA2026-10-22
Miller Financial Services LLC
25,200$630.0K0.5%CoreLowMarshall, MI2026-10-20
Concurrent Investment Advisors, LLC
24,427$610.7K0.0%GrowthMediumTampa, FL2026-10-16
Centurion Wealth Management LLC
21,509$537.7K0.1%ETFMediumMclean, VA2026-10-13
Truist Financial Corp
19,579$489.5K0.0%CoreLowCharlotte, NC2026-10-30
Brick & Kyle, Associates
16,152$403.8K0.1%GrowthLowNewtown, PA2026-11-05
SMH Capital Advisors Inc
12,564$314.1K1.2%YieldMediumFort Worth, TX2026-10-29
International Assets Investment Management, LLC
10,728$267.1K0.0%CoreVery HighOrlando, FL2026-11-02
Joel Isaacson & Co., LLC
10,000$250.0K0.0%ETFVery LowNew York, NY2026-11-05
Huntleigh Advisors, Inc.
9,677$241.9K0.0%GrowthMediumSt. Louis, MO2026-11-03
Fifth Third Bancorp
9,039$226.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Oppenheimer & Co Inc
9,000$225.0K0.0%CoreLowNew York, NY2026-10-26
Davenport & Co LLC
8,777$219.4K0.0%CoreMediumRichmond, VA2026-10-14
J.W. Cole Advisors, Inc.
8,707$217.7K0.0%IndexLowTampa, FL2026-11-05
Daymark Wealth Partners, LLC
8,661$216.5K0.0%CoreLowCincinnati, OH2026-11-04
Silverlake Wealth Management LLC
8,190$204.7K0.0%ETFLowWilliston, VT2026-10-21
Wolff Wiese Magana LLC
4,248$106.2K0.0%GrowthLowCarslbad, CA2026-10-15
US Bancorp \de\
4,135$103.4K0.0%IndexLowMinneapolis, MN2026-11-05
EverSource Wealth Advisors, LLC
1,339$33.5K0.0%CoreMediumBirmingham, AL2026-11-04
CoreCap Advisors, LLC
1,300$32.5K0.0%ETFMediumSouthfield, MI2026-10-08
Eastern Bank
1,298$32.5K0.0%GrowthMediumBoston, MA2026-10-05
Farther Finance Advisors, LLC
1,172$29.3K0.0%IndexLowSan Francisco, CA2026-10-08
Cassaday & Co Wealth Management LLC
930$23.3K0.0%ETFVery LowMclean, VA2026-10-27
Cape Investment Advisory, Inc.
435$10.9K0.0%ETFLowMcdonough, GA2026-10-13
James T. Borello RIA
406$10.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Westside Investment Management, Inc.
350$8.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Strengthening Families & Communities, LLC
199$5.0K0.0%CoreMediumBoston, MA2026-10-21
Highline Wealth Partners LLC
150$3.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Provenance Wealth Advisors, LLC
93$2.3K0.0%ETFLowFort Lauderdale, FL2026-10-30