VIRTUS EQUITY & CONVERTIBLE (XNIEX) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $161.32M 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 70% 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
83
Total Reported Value
$161.32M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$22.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
92
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% | 951,188 | $22,219,768 | — | — | — | |
| Advisors Asset Management, Inc. | 0.26% | 681,713 | $15,924,816 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 575,167 | $13,435,000 | — | — | — | |
| Morgan Stanley | 0.00% | 521,689 | $12,186,655 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 520,153 | $12,150,775 | — | — | — | |
| Guggenheim Capital Llc | 0.09% | 463,240 | $10,821,286 | — | — | — | |
| Saba Capital Management, L.P. | 0.27% | 361,316 | $8,440,342 | — | — | — | |
| Lpl Financial Llc | 0.00% | 290,709 | $6,790,970 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 256,916 | $6,055,500 | — | — | — | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 1.06% | 218,718 | $5,109,270 | — | — | — | |
| Ubs Group Ag | 0.00% | 131,271 | $3,066,491 | — | — | — | |
| Invesco Ltd. | 0.00% | 122,227 | $2,855,223 | — | — | — | |
| Bank Of America Corp | 0.00% | 119,094 | $2,782,042 | — | — | — | |
| World Investment Advisors | 0.04% | 117,859 | $2,753,182 | — | — | — | |
| Wolverine Asset Management Llc | 0.03% | 91,386 | $2,134,777 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.00% | 80,112 | $1,871,416 | — | — | — | |
| Evolve Private Wealth, Llc | 0.10% | 79,627 | $1,860,087 | — | — | — | |
| D.A. Davidson & Co. | 0.01% | 79,317 | $1,852,858 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 77,313 | $1,806,113 | — | — | — | |
| Oxenfree Capital Llc | 0.80% | 65,224 | $1,643,633 | — | — | — | |
| &Partners | 0.01% | 60,312 | $1,405,869 | — | — | — | |
| Capital Investment Advisors, Llc | 0.02% | 55,732 | $1,301,900 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 48,132 | $1,124,370 | — | — | — | |
| Calamos Advisors Llc | 0.00% | 47,888 | $1,118,664 | — | — | — | |
| Keystone Financial Group | 0.07% | 46,742 | $1,091,894 | — | — | — | |
| Shaker Financial Services, Llc | 0.37% | 45,359 | $1,059,587 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 44,171 | $1,031,828 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.01% | 42,979 | $1,003,987 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 38,341 | $895,640 | — | — | — | |
| First Trust Advisors Lp | 0.00% | 33,788 | $789,287 | — | — | — | |
| Prospera Financial Services Inc | 0.01% | 33,242 | $776,476 | — | — | — | |
| Stifel Financial Corp | 0.00% | 32,327 | $755,149 | — | — | — | |
| Pmg Family Office Llc | 0.83% | 31,747 | $741,610 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.00% | 31,254 | $730,094 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 30,176 | $704,910 | — | — | — | |
| Rothschild Investment Llc | 0.04% | 28,991 | $677,230 | — | — | — | |
| Allworth Financial Lp | 0.00% | 28,646 | $669,171 | — | — | — | |
| Cornerstone Wealth Management, Llc | 0.03% | 27,810 | $649,641 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 25,918 | $605,439 | — | — | — | |
| Level Four Advisory Services, Llc | 0.02% | 25,161 | $587,789 | — | — | — | |
| Concurrent Investment Advisors, Llc | 0.01% | 23,951 | $559,493 | — | — | — | |
| Centurion Wealth Management Llc | 0.11% | 21,509 | $502,451 | — | — | — | |
| David J Yvars Group | 0.27% | 20,654 | $482,470 | — | — | — | |
| Truist Financial Corp | 0.00% | 20,045 | $468,256 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 18,899 | $441,491 | — | — | — | |
| Pfg Investments, Llc | 0.02% | 15,064 | $351,894 | — | — | — | |
| Aqr Capital Management Llc | 0.00% | 14,452 | $337,599 | — | — | — | |
| Css Llc/Il | 0.02% | 13,968 | $326,292 | — | — | — | |
| Institute For Wealth Management, Llc. | 0.03% | 13,749 | $321,176 | — | — | — | |
| Kovack Advisors, Inc. | 0.02% | 12,955 | $306,127 | — | — | — |
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.