VIRTUS EQUITY & CONVERTIBLE (XNIEX) Institutional Shareholders

VIRTUS EQUITY & CONVERTIBLE (XNIEX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $166.10M in XNIEX holdings during the latest filing period.

Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of XNIEX tracked by InsiderSet, reporting ownership valued at approximately $22.22M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed XNIEX value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Advisors Asset Management, Inc., Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in VIRTUS EQUITY & CONVERTIBLE (XNIEX).

This page ranks the largest institutional XNIEX 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

86

Total Reported Value

$166.10M

Largest Holder

Wells Fargo & Company/Mn

Largest Position

$22.22M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

96

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Wells Fargo & Company/Mn0.00%951,188$22,219,768———
Advisors Asset Management, Inc.0.26%681,713$15,924,816———
Royal Bank Of Canada0.00%575,167$13,435,000———
Morgan Stanley0.00%521,689$12,186,655———
Raymond James Financial Inc0.00%520,153$12,150,775———
Guggenheim Capital Llc0.09%463,240$10,821,286———
Saba Capital Management, L.P.0.27%361,316$8,440,342———
Wealth Enhancement Advisory Services, Llc0.01%277,185$7,411,932———
Lpl Financial Llc0.00%290,709$6,790,970———
Schwarz Dygos Wheeler Investment Advisors Llc1.06%218,718$5,109,270———
Ubs Group Ag0.00%131,271$3,066,491———
Invesco Ltd.0.00%122,227$2,855,223———
D.A. Davidson & Co.0.02%103,773$2,787,352———
Bank Of America Corp0.00%119,094$2,782,042———
World Investment Advisors0.04%117,859$2,753,182———
Wolverine Asset Management Llc0.03%91,386$2,134,777———
Oxenfree Capital Llc0.88%72,798$1,912,401———
Allspring Global Investments Holdings, Llc0.00%80,112$1,871,416———
Evolve Private Wealth, Llc0.10%79,627$1,860,087———
Osaic Holdings, Inc.0.00%77,313$1,806,113———
Capital Investment Advisors, Llc0.02%54,923$1,475,232———
&Partners0.01%60,312$1,405,869———
Calamos Advisors Llc0.00%51,308$1,378,133———
Keystone Financial Group0.08%47,812$1,284,225———
Commonwealth Equity Services, Llc0.00%46,211$1,241,220———
Kestra Advisory Services, Llc0.00%40,465$1,086,893———
Ameriprise Financial Inc0.00%44,171$1,031,828———
Integrated Wealth Concepts Llc0.01%42,979$1,003,987———
Prospera Financial Services Inc0.01%33,200$891,699———
Pmg Family Office Llc0.80%32,392$870,049———
Cornerstone Wealth Management, Llc0.03%30,307$814,048———
First Trust Advisors Lp0.00%33,788$789,287———
Rothschild Investment Llc0.03%28,991$778,698———
Stifel Financial Corp0.00%32,327$755,149———
Steward Partners Investment Advisory, Llc0.00%31,254$730,094———
Cetera Investment Advisers0.00%30,176$704,910———
David J Yvars Group0.34%25,699$690,285———
Allworth Financial Lp0.00%28,646$669,171———
Concurrent Investment Advisors, Llc0.01%24,274$651,991———
Miller Financial Services Llc0.50%23,200$623,152———
Level Four Advisory Services, Llc0.02%25,161$587,789———
Blue Bell Private Wealth Management, Llc0.07%21,548$578,779———
Centurion Wealth Management Llc0.14%21,509$577,733———
Truist Financial Corp0.00%19,579$525,898———
Baird Financial Group, Inc.0.00%18,899$441,491———
Pfg Investments, Llc0.02%15,118$406,064———
Kovack Advisors, Inc.0.02%13,878$371,375———
Institute For Wealth Management, Llc.0.03%13,778$370,079———
Shaker Financial Services, Llc0.11%13,421$360,489———
Aqr Capital Management Llc0.00%14,452$337,599———

Frequently asked questions about XNIEX

  • Who owns the most XNIEX stock?

    The largest holders of XNIEX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VIRTUS EQUITY & CONVERTIBLE (XNIEX).

  • Is XNIEX widely held by superinvestors?

    Many widely followed stocks like XNIEX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XNIEX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.

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