XNIEX Institutional Ownership & Shareholders
VIRTUS EQUITY & CONVERTIBLE (XNIEX) is currently held by 94 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $193.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of XNIEX tracked by InsiderSet, reporting ownership valued at approximately $26.08M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
94
Total Reported Value
$193.63M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$26.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.00% | 970,804 | $26,075,808 | — | — | — | |
| Advisors Asset Management, Inc. | 0.26% | 605,162 | $18,239,583 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 560,208 | $15,047,000 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 546,758 | $14,685,926 | — | — | — | |
| Morgan Stanley | 0.00% | 508,646 | $13,662,232 | — | — | — | |
| Guggenheim Capital Llc | 0.08% | 487,072 | $13,082,754 | — | — | — | |
| Saba Capital Management, L.P. | 0.39% | 475,853 | $12,781,412 | — | — | — | |
| Lpl Financial Llc | 0.00% | 384,038 | $9,600,938 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 286,430 | $7,252,401 | — | — | — | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 1.16% | 226,836 | $6,092,836 | — | — | — | |
| Invesco Ltd. | 0.00% | 138,527 | $3,720,835 | — | — | — | |
| Ubs Group Ag | 0.00% | 129,761 | $3,485,380 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.01% | 138,579 | $3,464,475 | — | — | — | |
| Bank Of America Corp | 0.00% | 121,832 | $3,272,406 | — | — | — | |
| D.A. Davidson & Co. | 0.01% | 107,242 | $2,681,073 | — | — | — | |
| World Investment Advisors | 0.04% | 114,410 | $2,672,613 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 93,578 | $2,513,601 | — | — | — | |
| Evolve Private Wealth, Llc | 0.12% | 74,881 | $2,011,304 | — | — | — | |
| Oxenfree Capital Llc | 0.81% | 73,878 | $1,867,630 | — | — | — | |
| &Partners | 0.01% | 65,891 | $1,768,269 | — | — | — | |
| Calamos Advisors Llc | 0.00% | 54,728 | $1,368,200 | — | — | — | |
| Capital Investment Advisors, Llc | 0.02% | 54,112 | $1,352,800 | — | — | — | |
| Keystone Financial Group | 0.08% | 47,812 | $1,284,225 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 49,670 | $1,241,760 | — | — | — | |
| First Trust Advisors Lp | 0.00% | 44,331 | $1,190,730 | — | — | — | |
| Logan Stone Capital, Llc | 0.25% | 43,459 | $1,167,309 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.01% | 43,100 | $1,157,674 | — | — | — | |
| Prospera Financial Services Inc | 0.01% | 44,238 | $1,066,081 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 41,243 | $1,031,069 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 35,705 | $959,047 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.00% | 31,004 | $832,767 | — | — | — | |
| Pmg Family Office Llc | 0.76% | 32,989 | $824,725 | — | — | — | |
| Stifel Financial Corp | 0.00% | 29,312 | $787,331 | — | — | — | |
| Rothschild Investment Llc | 0.03% | 28,991 | $778,698 | — | — | — | |
| Allworth Financial Lp | 0.00% | 28,150 | $756,109 | — | — | — | |
| Cornerstone Wealth Management, Llc | 0.03% | 29,745 | $743,617 | — | — | — | |
| Blue Bell Private Wealth Management, Llc | 0.09% | 29,484 | $737,100 | — | — | — | |
| David J Yvars Group | 0.30% | 26,071 | $651,787 | — | — | — | |
| Level Four Advisory Services, Llc | 0.02% | 25,567 | $639,207 | — | — | — | |
| Miller Financial Services Llc | 0.48% | 25,200 | $630,000 | — | — | — | |
| Concurrent Investment Advisors, Llc | 0.00% | 24,427 | $610,676 | — | — | — | |
| Centurion Wealth Management Llc | 0.13% | 21,509 | $537,726 | — | — | — | |
| Truist Financial Corp | 0.00% | 19,579 | $489,480 | — | — | — | |
| Readystate Asset Management Lp | 0.02% | 17,594 | $472,575 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 17,305 | $464,812 | — | — | — | |
| Pfg Investments, Llc | 0.02% | 15,118 | $406,064 | — | — | — | |
| Aqr Capital Management Llc | 0.00% | 14,452 | $388,181 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 14,381 | $386,267 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 14,339 | $385,000 | — | — | — | |
| Css Llc/Il | 0.02% | 14,068 | $377,866 | — | — | — |
Frequently asked questions about XNIEX
Who are the largest institutional holders of XNIEX?
The largest institutional holders of XNIEX reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Advisors Asset Management, Inc., Royal Bank Of Canada, Raymond James Financial Inc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported XNIEX position.
What is XNIEX institutional ownership?
This page tracks XNIEX positions reported by institutional investment managers through SEC Form 13F. VIRTUS EQUITY & CONVERTIBLE (XNIEX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XNIEX?
InsiderSet currently tracks 94 institutional managers reporting XNIEX 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 XNIEX shareholders.
How much XNIEX stock do institutions own?
Institutional investment managers disclosed approximately $193.63M in XNIEX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XNIEX institutional ownership last updated?
The latest XNIEX 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 XNIEX 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 XNIEX position after the reporting date.
Are institutions buying or selling XNIEX?
Institutional buying and selling can be analyzed by comparing XNIEX positions across consecutive 13F reporting periods. InsiderSet's XNIEX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XNIEX ownership changes.
How has XNIEX institutional ownership changed over time?
InsiderSet tracks XNIEX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.