VIRTUS DIVERSIFIED INCM & CO

CUSIP: 92840N100 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
WELLS FARGO & COMPANY/MN462,612$12,162
GUGGENHEIM CAPITAL LLC361,160$9,495
LPL Financial LLC298,852$7,857
Advisors Asset Management, Inc.222,978$5,862
RAYMOND JAMES FINANCIAL INC142,127$3,737
BANK OF AMERICA CORP /DE/98,348$2,586
MORGAN STANLEY81,974$2,155
Emissary Wealth LLC79,499$2,090
ROYAL BANK OF CANADA69,462$1,826
OSAIC HOLDINGS, INC.49,879$1,311
PMG Family Office LLC42,384$1,114
WORLD EQUITY GROUP, INC.29,867$785
DAVENPORT & Co LLC25,528$671
Gilliland Jeter Wealth Management LLC25,098$660
MCDONALD PARTNERS LLC24,700$649
B. Riley Wealth Advisors, Inc.24,569$646
Apollon Wealth Management, LLC23,952$630
Invesco Ltd.20,601$542
STIFEL FINANCIAL CORP18,420$484
COMMONWEALTH EQUITY SERVICES, LLC13,233$348
UBS Group AG11,813$311
Relyea Zuckerberg Hanson LLC10,051$264
OPPENHEIMER & CO INC9,984$262
U.S. Capital Wealth Advisors, LLC9,825$258
World Investment Advisors9,763$257
D.A. DAVIDSON & CO.9,072$239
&PARTNERS8,200$216
Integrated Wealth Concepts LLC7,780$205
Kestra Advisory Services, LLC5,460$144
NewEdge Advisors, LLC3,595$95
Steward Partners Investment Advisory, LLC3,400$89
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,777$73
AMERICAN NATIONAL BANK2,082$55
Farther Finance Advisors, LLC1,977$52
Westside Investment Management, Inc.1,867$49
Sunbelt Securities, Inc.660$17
Keating Financial Advisory Services, Inc.493$13
Allworth Financial LP48$1
FMR LLC5$0
Total (39 institutions)2,214,095$58,209