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 $200.17M 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 $26.08M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
$200.17M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$26.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
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% | 343,482 | $9,225,922 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 277,185 | $7,411,932 | — | — | — | |
| 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% | 128,831 | $3,460,401 | — | — | — | |
| Bank Of America Corp | 0.00% | 121,832 | $3,272,406 | — | — | — | |
| D.A. Davidson & Co. | 0.02% | 103,773 | $2,787,352 | — | — | — | |
| 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 | 0.88% | 72,798 | $1,912,401 | — | — | — | |
| Wolverine Asset Management Llc | 0.02% | 66,997 | $1,799,539 | — | — | — | |
| &Partners | 0.01% | 65,891 | $1,768,269 | — | — | — | |
| B. Riley Wealth Advisors, Inc. | 0.05% | 68,933 | $1,525,483 | — | — | — | |
| Capital Investment Advisors, Llc | 0.02% | 54,923 | $1,475,232 | — | — | — | |
| Calamos Advisors Llc | 0.00% | 51,308 | $1,378,133 | — | — | — | |
| Keystone Financial Group | 0.08% | 47,812 | $1,284,225 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 46,211 | $1,241,220 | — | — | — | |
| 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 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 40,465 | $1,086,893 | — | — | — | |
| Thrivent Financial For Lutherans | 0.00% | 39,850 | $1,070,000 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 35,705 | $959,047 | — | — | — | |
| Stolper Co | 0.24% | 34,455 | $925,000 | — | — | — | |
| Prospera Financial Services Inc | 0.01% | 33,200 | $891,699 | — | — | — | |
| Pmg Family Office Llc | 0.80% | 32,392 | $870,049 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.00% | 31,004 | $832,767 | — | — | — | |
| Cornerstone Wealth Management, Llc | 0.03% | 30,307 | $814,048 | — | — | — | |
| 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 | — | — | — | |
| David J Yvars Group | 0.34% | 25,699 | $690,285 | — | — | — | |
| Level Four Advisory Services, Llc | 0.02% | 25,600 | $687,662 | — | — | — | |
| Wedbush Securities Inc | 0.02% | 25,546 | $686,000 | — | — | — | |
| Concurrent Investment Advisors, Llc | 0.01% | 24,274 | $651,991 | — | — | — | |
| Miller Financial Services Llc | 0.50% | 23,200 | $623,152 | — | — | — | |
| Blue Bell Private Wealth Management, Llc | 0.07% | 21,548 | $578,779 | — | — | — | |
| Centurion Wealth Management Llc | 0.14% | 21,509 | $577,733 | — | — | — | |
| Truist Financial Corp | 0.00% | 19,579 | $525,898 | — | — | — | |
| Readystate Asset Management Lp | 0.02% | 17,594 | $472,575 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 17,305 | $464,812 | — | — | — |
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.