NCV Institutional Ownership & Shareholders
VIRTUS CONVERTIBLE & INCOME (NCV) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $109.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of NCV tracked by InsiderSet, reporting ownership valued at approximately $21.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.91M, representing an estimated loss of -15.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed NCV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Congress Park Capital Llc, Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in VIRTUS CONVERTIBLE & INCOME (NCV).
This page ranks the largest institutional NCV 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
57
Total Reported Value
$109.25M
Largest Holder
Morgan Stanley
Largest Position
$21.11M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,200,261 | $21,112,613 | $17,907,894 | -$3,204,719 | -15.18% | |
| Congress Park Capital Llc | 3.25% | 818,733 | $12,371,050 | $12,215,496 | -$155,554 | -1.26% | |
| Guggenheim Capital Llc | 0.06% | 517,653 | $9,105,516 | $7,723,383 | -$1,382,133 | -15.18% | |
| Advisors Asset Management, Inc. | 0.12% | 1,497,655 | $8,731,329 | $22,345,013 | +$13,613,684 | +155.92% | |
| Penserra Capital Management Llc | 0.05% | 393,601 | $6,923,000 | $5,872,527 | -$1,050,473 | -15.17% | |
| Lpl Financial Llc | 0.00% | 387,995 | $6,824,838 | $5,788,885 | -$1,035,953 | -15.18% | |
| Saba Capital Management, L.P. | 0.18% | 336,482 | $5,918,718 | $5,020,311 | -$898,407 | -15.18% | |
| Envestnet Asset Management Inc | 0.00% | 305,024 | $5,365,365 | $4,550,958 | -$814,407 | -15.18% | |
| Ameriprise Financial Inc | 0.00% | 261,266 | $4,595,663 | $3,898,089 | -$697,574 | -15.18% | |
| Bank Of America Corp | 0.00% | 259,164 | $4,558,693 | $3,866,727 | -$691,966 | -15.18% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.00% | 185,909 | $3,270,139 | $2,773,762 | -$496,377 | -15.18% | |
| Summit Financial, Llc | 0.02% | 120,157 | $2,113,564 | $1,792,742 | -$320,822 | -15.18% | |
| Osaic Holdings, Inc. | 0.00% | 106,675 | $1,876,355 | $1,591,591 | -$284,764 | -15.18% | |
| Newedge Advisors, Llc | 0.00% | 85,040 | $1,495,855 | $1,268,797 | -$227,058 | -15.18% | |
| Corecap Advisors, Llc | 0.04% | 85,343 | $1,289,542 | $1,273,318 | -$16,224 | -1.26% | |
| Invesco Ltd. | 0.00% | 65,455 | $1,151,353 | $976,589 | -$174,764 | -15.18% | |
| Shaker Financial Services, Llc | 0.37% | 74,464 | $1,125,152 | $1,111,003 | -$14,149 | -1.26% | |
| Wealth Care Llc | 0.89% | 62,340 | $1,096,555 | $930,113 | -$166,442 | -15.18% | |
| Kestra Advisory Services, Llc | 0.00% | 53,132 | $802,819 | $792,729 | -$10,090 | -1.26% | |
| Wolverine Asset Management Llc | 0.01% | 50,972 | $770,187 | $760,502 | -$9,685 | -1.26% | |
| Hb Wealth Management, Llc | 0.00% | 50,022 | $755,832 | $746,328 | -$9,504 | -1.26% | |
| Blue Bell Private Wealth Management, Llc | 0.09% | 47,686 | $720,535 | $711,475 | -$9,060 | -1.26% | |
| Thrivent Financial For Lutherans | 0.00% | 39,548 | $695,000 | $590,056 | -$104,944 | -15.10% | |
| Choreo, Llc | 0.01% | 39,421 | $595,651 | $588,161 | -$7,490 | -1.26% | |
| Royal Bank Of Canada | 0.00% | 33,460 | $589,000 | $499,223 | -$89,777 | -15.24% | |
| Lido Advisors, Llc | 0.00% | 31,729 | $558,113 | $473,397 | -$84,716 | -15.18% | |
| Cetera Investment Advisers | 0.00% | 30,837 | $542,437 | $460,088 | -$82,349 | -15.18% | |
| Susquehanna International Group, Llp | 0.00% | 30,596 | $538,184 | $456,492 | -$81,692 | -15.18% | |
| &Partners | 0.00% | 27,347 | $481,034 | $408,017 | -$73,017 | -15.18% | |
| Pathstone Holdings, Llc | 0.00% | 31,460 | $468,125 | $469,383 | +$1,258 | +0.27% | |
| Ubs Group Ag | 0.00% | 26,014 | $457,587 | $388,129 | -$69,458 | -15.18% | |
| Merit Financial Group, Llc | 0.00% | 22,363 | $393,365 | $333,656 | -$59,709 | -15.18% | |
| Mariner, Llc | 0.00% | 19,699 | $346,505 | $293,909 | -$52,596 | -15.18% | |
| Raymond James Financial Inc | 0.00% | 17,470 | $307,290 | $260,652 | -$46,638 | -15.18% | |
| Everstar Asset Management, Llc | 0.12% | 14,025 | $242,475 | $209,253 | -$33,222 | -13.70% | |
| Integrated Capital Management, Inc. | 0.15% | 13,668 | $206,525 | $203,927 | -$2,598 | -1.26% | |
| Alteri Wealth Llc | 0.06% | 11,380 | $200,174 | $169,790 | -$30,384 | -15.18% | |
| E&G Advisors, Lp | 0.03% | 11,749 | $177,527 | $175,295 | -$2,232 | -1.26% | |
| Wells Fargo & Company/Mn | 0.00% | 6,131 | $107,836 | $91,475 | -$16,361 | -15.17% | |
| Cwm, Llc | 0.00% | 4,666 | $69,431 | $69,617 | +$186 | +0.27% | |
| Clear Street Group Inc. | 0.00% | 3,189 | $56,095 | $47,580 | -$8,515 | -15.18% | |
| Fifth Third Bancorp | 0.00% | 3,069 | $53,987 | $45,789 | -$8,198 | -15.18% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 2,224 | $33,605 | $33,182 | -$423 | -1.26% | |
| Institute For Wealth Management, Llc. | 0.00% | 1,529 | $26,896 | $22,813 | -$4,083 | -15.18% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,500 | $26,385 | $22,380 | -$4,005 | -15.18% | |
| Harbour Investments, Inc. | 0.00% | 1,320 | $23,219 | $19,694 | -$3,525 | -15.18% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,037 | $18,250 | $15,472 | -$2,778 | -15.22% | |
| Wpg Advisers, Llc | 0.01% | 1,110 | $16,772 | $16,561 | -$211 | -1.26% | |
| Financial Gravity Asset Management, Inc. | 0.00% | 793 | $11,800 | $11,832 | +$32 | +0.27% | |
| Ghp Investment Advisors, Inc. | 0.00% | 750 | $11,333 | $11,190 | -$143 | -1.26% |
Frequently asked questions about NCV
Who are the largest institutional holders of NCV?
The largest institutional holders of NCV reported in the latest SEC Form 13F filings include Morgan Stanley, Congress Park Capital Llc, Guggenheim Capital Llc, Advisors Asset Management, Inc., and Penserra Capital Management Llc. InsiderSet ranks institutional holders by their latest reported NCV position.
What is NCV institutional ownership?
This page tracks NCV positions reported by institutional investment managers through SEC Form 13F. VIRTUS CONVERTIBLE & INCOME (NCV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NCV?
InsiderSet currently tracks 57 institutional managers reporting NCV 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 NCV shareholders.
How much NCV stock do institutions own?
Institutional investment managers disclosed approximately $109.25M in NCV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NCV institutional ownership last updated?
The latest NCV 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 NCV 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 NCV position after the reporting date.
Are institutions buying or selling NCV?
Institutional buying and selling can be analyzed by comparing NCV positions across consecutive 13F reporting periods. InsiderSet's NCV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NCV ownership changes.
How has NCV institutional ownership changed over time?
InsiderSet tracks NCV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.