VIRTUS GLOBAL MULTI-SECTOR (VGI) Institutional Ownership Changes & 13F Activity

VIRTUS GLOBAL MULTI-SECTOR (VGI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Lpl Financial Llc, Morgan Stanley, Fiera Capital Corp, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-10,713-100.0%0$0.00Q4 2025Jun 15, 2026
Van Diest Capital, LlcBuy+12,330—12,330$96.67KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+155,670—155,670$1.22MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+130,206—130,206$1.02MQ4 2025Feb 18, 2026
1607 Capital Partners, LlcBuy+135,244—135,244$1.06MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+77,351—77,351$606.42KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+31,155—31,155$244.26KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+15,345—15,345$120.00KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+11,641—11,641$91.27KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+7,780—7,780$60.99KQ4 2025Feb 17, 2026
Morgan StanleyBuy+268,980—268,980$2.11MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+118,847—118,847$931.75KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+36,767—36,767$288.25KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+32,523—32,523$254.98KQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+1,115—1,115$8.74KQ4 2025Feb 13, 2026
Sit Investment Associates IncBuy+2,057,760—2,057,760$16.13MQ4 2025Feb 12, 2026
Founders Financial Alliance, LlcBuy+18,526—18,526$145.25KQ4 2025Feb 12, 2026
Kovack Advisors, Inc.Buy+12,024—12,024$59.42KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+313,639—313,639$2.46MQ4 2025Feb 11, 2026
Fiera Capital CorpBuy+156,236—156,236$1.22MQ4 2025Feb 11, 2026
Total Wealth Planning & Management, Inc.Buy+38,802—38,802$304.21KQ4 2025Feb 11, 2026
Closed-End Fund Advisors, Inc.Buy+13,216—13,216$103.61KQ4 2025Feb 11, 2026
Integrity Advisory Solutions, LlcBuy+13,386—13,386$104.95KQ4 2025Feb 09, 2026
Hightower Advisors, LlcBuy+13,385—13,385$104.94KQ4 2025Feb 06, 2026
Stephens IncBuy+67,489—67,489$529.11KQ4 2025Feb 05, 2026
Cambridge Investment Research Advisors, Inc.Buy+59,325—59,325$465.00KQ4 2025Feb 05, 2026
Allworth Financial LpBuy+1,000—1,000$7.84KQ4 2025Feb 05, 2026
International Assets Investment Management, LlcBuy+6,780—6,780$53.16KQ4 2025Feb 03, 2026
Ubs Group AgBuy+18,978—18,978$148.79KQ4 2025Jan 29, 2026
Kestra Private Wealth Services, LlcBuy+16,635—16,635$130.42KQ4 2025Jan 29, 2026
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Frequently asked questions about VGI activity

  • Which institutional owners are buying VGI?

    Institutional owners buying VGI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VGI activity?

    "Buy" means an investor increased their reported position in VGI compared to the prior reporting period. This reflects growing exposure to VIRTUS GLOBAL MULTI-SECTOR (VGI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VGI increasing?

    Institutional interest in VGI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.