ACV Institutional Ownership & Shareholders
VIRTUS DIVERS INC & CONVERT (ACV) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $72.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Advisors Asset Management, Inc. is currently the largest disclosed institutional shareholder of ACV tracked by InsiderSet, reporting ownership valued at approximately $20.67M in its December 31, 2021 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.29M, representing an estimated loss of -26.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed ACV value among the investors covered in this analysis. Major shareholders include Advisors Asset Management, Inc., Wells Fargo & Company/Mn, Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in VIRTUS DIVERS INC & CONVERT (ACV).
This page ranks the largest institutional ACV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$72.90M
Largest Holder
Advisors Asset Management, Inc.
Largest Position
$20.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 0.29% | 640,817 | $20,666,348 | $15,289,894 | -$5,376,454 | -26.02% | |
| Wells Fargo & Company/Mn | 0.00% | 461,782 | $13,086,899 | $11,018,119 | -$2,068,780 | -15.81% | |
| Guggenheim Capital Llc | 0.06% | 322,144 | $9,129,561 | $7,686,356 | -$1,443,205 | -15.81% | |
| Raymond James Financial Inc | 0.00% | 154,508 | $4,378,765 | $3,686,561 | -$692,204 | -15.81% | |
| Lpl Financial Llc | 0.00% | 143,611 | $4,069,942 | $3,426,558 | -$643,384 | -15.81% | |
| Bank Of America Corp | 0.00% | 101,965 | $2,889,685 | $2,432,885 | -$456,800 | -15.81% | |
| Morgan Stanley | 0.00% | 91,294 | $2,587,283 | $2,178,275 | -$409,008 | -15.81% | |
| Emissary Wealth Llc | 1.74% | 80,761 | $2,288,767 | $1,926,957 | -$361,810 | -15.81% | |
| Royal Bank Of Canada | 0.00% | 73,585 | $2,085,000 | $1,755,738 | -$329,262 | -15.79% | |
| Osaic Holdings, Inc. | 0.00% | 55,102 | $1,561,654 | $1,314,734 | -$246,920 | -15.81% | |
| Wolverine Asset Management Llc | 0.01% | 64,011 | $1,547,786 | $1,527,302 | -$20,484 | -1.32% | |
| World Equity Group, Inc. | 0.46% | 45,756 | $1,106,381 | $1,091,738 | -$14,643 | -1.32% | |
| Pmg Family Office Llc | 0.99% | 44,040 | $1,064,887 | $1,050,794 | -$14,093 | -1.32% | |
| Mcdonald Partners Llc | 0.17% | 24,700 | $699,998 | $589,342 | -$110,656 | -15.81% | |
| Envestnet Asset Management Inc | 0.00% | 24,352 | $690,122 | $581,039 | -$109,083 | -15.81% | |
| Stifel Financial Corp | 0.00% | 22,224 | $629,802 | $530,265 | -$99,537 | -15.80% | |
| Gilliland Jeter Wealth Management Llc | 0.15% | 24,808 | $599,857 | $591,919 | -$7,938 | -1.32% | |
| B. Riley Wealth Advisors, Inc. | 0.02% | 24,311 | $587,839 | $580,060 | -$7,779 | -1.32% | |
| Davenport & Co Llc | 0.00% | 21,793 | $526,955 | $519,981 | -$6,974 | -1.32% | |
| Apollon Wealth Management, Llc | 0.01% | 21,484 | $519,478 | $512,608 | -$6,870 | -1.32% | |
| Invesco Ltd. | 0.00% | 12,022 | $340,703 | $286,845 | -$53,858 | -15.81% | |
| D.A. Davidson & Co. | 0.00% | 12,118 | $293,013 | $289,135 | -$3,878 | -1.32% | |
| &Partners | 0.00% | 9,817 | $278,219 | $234,234 | -$43,985 | -15.81% | |
| Integrated Wealth Concepts Llc | 0.00% | 9,752 | $276,372 | $232,683 | -$43,689 | -15.81% | |
| Integrity Advisory Solutions, Llc | 0.03% | 10,667 | $257,928 | $254,515 | -$3,413 | -1.32% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,734 | $211,180 | $208,393 | -$2,787 | -1.32% | |
| Ubs Group Ag | 0.00% | 5,013 | $142,068 | $119,610 | -$22,458 | -15.81% | |
| Newedge Advisors, Llc | 0.00% | 3,570 | $101,174 | $85,180 | -$15,994 | -15.81% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,400 | $96,356 | $81,124 | -$15,232 | -15.81% | |
| Farther Finance Advisors, Llc | 0.00% | 1,977 | $47,804 | $47,171 | -$633 | -1.32% | |
| Westside Investment Management, Inc. | 0.01% | 1,867 | $45,144 | $44,547 | -$597 | -1.32% | |
| Central Trust Co | 0.00% | 1,000 | $28,340 | $23,860 | -$4,480 | -15.81% | |
| Clear Street Group Inc. | 0.00% | 628 | $17,798 | $14,984 | -$2,814 | -15.81% | |
| Sunbelt Securities, Inc. | 0.00% | 660 | $16,038 | $15,748 | -$290 | -1.81% | |
| Keating Financial Advisory Services, Inc. | 0.00% | 556 | $15,761 | $13,266 | -$2,495 | -15.83% | |
| Harbour Investments, Inc. | 0.00% | 317 | $8,979 | $7,564 | -$1,415 | -15.76% | |
| Next Level Wealth Planning, Llc | 0.00% | 136 | $3,281 | $3,245 | -$36 | -1.10% | |
| Highline Wealth Partners Llc | 0.00% | 113 | $2,732 | $2,696 | -$36 | -1.31% | |
| Allworth Financial Lp | 0.00% | 48 | $1,361 | $1,145 | -$216 | -15.85% | |
| Fmr Llc | 0.00% | 1 | $28 | $24 | -$4 | -14.79% |
Frequently asked questions about ACV
Who are the largest institutional holders of ACV?
The largest institutional holders of ACV reported in the latest SEC Form 13F filings include Advisors Asset Management, Inc., Wells Fargo & Company/Mn, Guggenheim Capital Llc, Raymond James Financial Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported ACV position.
What is ACV institutional ownership?
This page tracks ACV positions reported by institutional investment managers through SEC Form 13F. VIRTUS DIVERS INC & CONVERT (ACV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ACV?
InsiderSet currently tracks 40 institutional managers reporting ACV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ACV shareholders.
How much ACV stock do institutions own?
Institutional investment managers disclosed approximately $72.90M in ACV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ACV institutional ownership last updated?
The latest ACV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ACV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ACV position after the reporting date.
Are institutions buying or selling ACV?
Institutional buying and selling can be analyzed by comparing ACV positions across consecutive 13F reporting periods. InsiderSet's ACV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ACV ownership changes.
How has ACV institutional ownership changed over time?
InsiderSet tracks ACV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.