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VIRTUS DIVERSIFIED INCM & CO
CUSIP: 92840N100
Class: COM
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
WELLS FARGO & COMPANY/MN
462,612
$12,162
GUGGENHEIM CAPITAL LLC
361,160
$9,495
LPL Financial LLC
298,852
$7,857
Advisors Asset Management, Inc.
222,978
$5,862
RAYMOND JAMES FINANCIAL INC
142,127
$3,737
BANK OF AMERICA CORP /DE/
98,348
$2,586
MORGAN STANLEY
81,974
$2,155
Emissary Wealth LLC
79,499
$2,090
ROYAL BANK OF CANADA
69,462
$1,826
OSAIC HOLDINGS, INC.
49,879
$1,311
PMG Family Office LLC
42,384
$1,114
WORLD EQUITY GROUP, INC.
29,867
$785
DAVENPORT & Co LLC
25,528
$671
Gilliland Jeter Wealth Management LLC
25,098
$660
MCDONALD PARTNERS LLC
24,700
$649
B. Riley Wealth Advisors, Inc.
24,569
$646
Apollon Wealth Management, LLC
23,952
$630
Invesco Ltd.
20,601
$542
STIFEL FINANCIAL CORP
18,420
$484
COMMONWEALTH EQUITY SERVICES, LLC
13,233
$348
UBS Group AG
11,813
$311
Relyea Zuckerberg Hanson LLC
10,051
$264
OPPENHEIMER & CO INC
9,984
$262
U.S. Capital Wealth Advisors, LLC
9,825
$258
World Investment Advisors
9,763
$257
D.A. DAVIDSON & CO.
9,072
$239
&PARTNERS
8,200
$216
Integrated Wealth Concepts LLC
7,780
$205
Kestra Advisory Services, LLC
5,460
$144
NewEdge Advisors, LLC
3,595
$95
Steward Partners Investment Advisory, LLC
3,400
$89
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
2,777
$73
AMERICAN NATIONAL BANK
2,082
$55
Farther Finance Advisors, LLC
1,977
$52
Westside Investment Management, Inc.
1,867
$49
Sunbelt Securities, Inc.
660
$17
Keating Financial Advisory Services, Inc.
493
$13
Allworth Financial LP
48
$1
FMR LLC
5
$0
Total (39 institutions)
2,214,095
$58,209