NCZ Institutional Ownership & Shareholders
VIRTUS CONVERTIBLE & INCOME (NCZ) is currently held by 60 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $111.67M 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 NCZ tracked by InsiderSet, reporting ownership valued at approximately $45.41M 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 $39.99M, representing an estimated loss of -11.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed NCZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Advisors Asset Management, Inc., Congress Park Capital Llc, and several other long-term asset managers with concentrated positions in VIRTUS CONVERTIBLE & INCOME (NCZ).
This page ranks the largest institutional NCZ 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
60
Total Reported Value
$111.67M
Largest Holder
Morgan Stanley
Largest Position
$45.41M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
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% | 2,856,116 | $45,412,266 | $39,985,624 | -$5,426,642 | -11.95% | |
| Advisors Asset Management, Inc. | 0.19% | 2,581,284 | $13,164,548 | $36,137,976 | +$22,973,428 | +174.51% | |
| Congress Park Capital Llc | 2.04% | 552,564 | $7,791,149 | $7,735,896 | -$55,253 | -0.71% | |
| Guggenheim Capital Llc | 0.04% | 370,125 | $5,884,988 | $5,181,750 | -$703,238 | -11.95% | |
| Penserra Capital Management Llc | 0.04% | 351,407 | $5,587,000 | $4,919,698 | -$667,302 | -11.94% | |
| Envestnet Asset Management Inc | 0.00% | 330,016 | $5,247,247 | $4,620,224 | -$627,023 | -11.95% | |
| Lpl Financial Llc | 0.00% | 303,708 | $4,828,963 | $4,251,912 | -$577,051 | -11.95% | |
| Cohen & Steers, Inc. | 0.01% | 285,042 | $4,532,000 | $3,990,588 | -$541,412 | -11.95% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.00% | 205,874 | $3,273,397 | $2,882,236 | -$391,161 | -11.95% | |
| Osaic Holdings, Inc. | 0.00% | 109,570 | $1,742,170 | $1,533,980 | -$208,190 | -11.95% | |
| Saba Capital Management, L.P. | 0.04% | 77,617 | $1,234,110 | $1,086,638 | -$147,472 | -11.95% | |
| Royal Bank Of Canada | 0.00% | 73,758 | $1,173,000 | $1,032,612 | -$140,388 | -11.97% | |
| Oppenheimer & Co Inc | 0.01% | 76,500 | $1,078,650 | $1,071,000 | -$7,650 | -0.71% | |
| Raymond James Financial Inc | 0.00% | 61,106 | $971,586 | $855,484 | -$116,102 | -11.95% | |
| Susquehanna International Group, Llp | 0.00% | 51,029 | $811,361 | $714,406 | -$96,955 | -11.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 54,312 | $761,449 | $760,368 | -$1,081 | -0.14% | |
| Twelve Points Wealth Management Llc | 0.15% | 46,263 | $735,578 | $647,682 | -$87,896 | -11.95% | |
| Kestra Advisory Services, Llc | 0.00% | 47,369 | $667,907 | $663,166 | -$4,741 | -0.71% | |
| Bank Of America Corp | 0.00% | 40,874 | $649,898 | $572,236 | -$77,662 | -11.95% | |
| Choreo, Llc | 0.01% | 44,353 | $625,377 | $620,942 | -$4,435 | -0.71% | |
| Merit Financial Group, Llc | 0.00% | 36,391 | $578,617 | $509,474 | -$69,143 | -11.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,524 | $500,890 | $497,336 | -$3,554 | -0.71% | |
| Blue Bell Private Wealth Management, Llc | 0.06% | 34,286 | $483,433 | $480,004 | -$3,429 | -0.71% | |
| Invesco Ltd. | 0.00% | 29,911 | $475,585 | $418,754 | -$56,831 | -11.95% | |
| Ubs Group Ag | 0.00% | 25,438 | $404,464 | $356,132 | -$48,332 | -11.95% | |
| Baird Financial Group, Inc. | 0.00% | 21,961 | $349,180 | $307,454 | -$41,726 | -11.95% | |
| Concurrent Investment Advisors, Llc | 0.00% | 23,597 | $332,724 | $330,358 | -$2,366 | -0.71% | |
| Closed-End Fund Advisors, Inc. | 0.32% | 20,471 | $325,489 | $286,594 | -$38,895 | -11.95% | |
| Wells Fargo & Company/Mn | 0.00% | 14,259 | $226,720 | $199,626 | -$27,094 | -11.95% | |
| Walled Lake Planning & Wealth Management, Llc | 0.05% | 15,890 | $224,049 | $222,460 | -$1,589 | -0.71% | |
| Cetera Investment Advisers | 0.00% | 13,938 | $221,612 | $195,132 | -$26,480 | -11.95% | |
| Pfg Investments, Llc | 0.01% | 13,776 | $219,039 | $192,864 | -$26,175 | -11.95% | |
| Integrated Capital Management, Inc. | 0.13% | 12,821 | $180,772 | $179,494 | -$1,278 | -0.71% | |
| Xtx Topco Ltd | 0.00% | 10,766 | $171,179 | $150,724 | -$20,455 | -11.95% | |
| Hollencrest Capital Management | 0.01% | 10,338 | $164,374 | $144,732 | -$19,642 | -11.95% | |
| Mariner, Llc | 0.00% | 10,243 | $162,866 | $143,402 | -$19,464 | -11.95% | |
| Accredited Investor Services, Llc | 0.09% | 11,285 | $159,119 | $157,990 | -$1,129 | -0.71% | |
| Corecap Advisors, Llc | 0.00% | 4,838 | $68,216 | $67,732 | -$484 | -0.71% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 3,114 | $43,907 | $43,596 | -$311 | -0.71% | |
| Cwm, Llc | 0.00% | 1,900 | $25,482 | $26,600 | +$1,118 | +4.39% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,575 | $25,043 | $22,050 | -$2,993 | -11.95% | |
| Fifth Third Bancorp | 0.00% | 1,526 | $24,270 | $21,364 | -$2,906 | -11.97% | |
| Allworth Financial Lp | 0.00% | 1,412 | $22,451 | $19,768 | -$2,683 | -11.95% | |
| Wpg Advisers, Llc | 0.01% | 1,562 | $22,024 | $21,868 | -$156 | -0.71% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,284 | $20,429 | $17,976 | -$2,453 | -12.01% | |
| Highmark Wealth Management Llc | 0.00% | 805 | $12,806 | $11,270 | -$1,536 | -11.99% | |
| Harbour Investments, Inc. | 0.00% | 716 | $11,384 | $10,024 | -$1,360 | -11.95% | |
| Ghp Investment Advisors, Inc. | 0.00% | 750 | $10,575 | $10,500 | -$75 | -0.71% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 503 | $7,847 | $7,042 | -$805 | -10.26% | |
| Shp Wealth Management | 0.00% | 300 | $4,770 | $4,200 | -$570 | -11.95% |
Frequently asked questions about NCZ
Who are the largest institutional holders of NCZ?
The largest institutional holders of NCZ reported in the latest SEC Form 13F filings include Morgan Stanley, Advisors Asset Management, Inc., Congress Park Capital Llc, Guggenheim Capital Llc, and Penserra Capital Management Llc. InsiderSet ranks institutional holders by their latest reported NCZ position.
What is NCZ institutional ownership?
This page tracks NCZ positions reported by institutional investment managers through SEC Form 13F. VIRTUS CONVERTIBLE & INCOME (NCZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NCZ?
InsiderSet currently tracks 60 institutional managers reporting NCZ 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 NCZ shareholders.
How much NCZ stock do institutions own?
Institutional investment managers disclosed approximately $111.67M in NCZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NCZ institutional ownership last updated?
The latest NCZ 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 NCZ 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 NCZ position after the reporting date.
Are institutions buying or selling NCZ?
Institutional buying and selling can be analyzed by comparing NCZ positions across consecutive 13F reporting periods. InsiderSet's NCZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NCZ ownership changes.
How has NCZ institutional ownership changed over time?
InsiderSet tracks NCZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.