VIRTUS EQUITY & CONVERTIBLE (XNIEX) Institutional Ownership Changes & 13F Activity
VIRTUS EQUITY & CONVERTIBLE (XNIEX). 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 Wells Fargo & Company/Mn, Advisors Asset Management, Inc., Royal Bank Of Canada, Morgan Stanley, and Guggenheim Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -860,880 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Raymond James Financial Inc | Buy | +460,963 | — | 460,963 | $11.49M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +7,262 | — | 7,262 | $180.98K | Q4 2025 | Feb 18, 2026 |
| Royal Bank Of Canada | Buy | +571,160 | — | 571,160 | $14.23M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +479,040 | — | 479,040 | $11.94M | Q4 2025 | Feb 17, 2026 |
| Saba Capital Management, L.P. | Buy | +298,200 | — | 298,200 | $7.43M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +120,126 | — | 120,126 | $2.99M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +90,270 | — | 90,270 | $2.25M | Q4 2025 | Feb 17, 2026 |
| Evolve Private Wealth, Llc | Buy | +79,712 | — | 79,712 | $2.03M | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +51,997 | — | 51,997 | $1.30M | Q4 2025 | Feb 17, 2026 |
| Readystate Asset Management Lp | Buy | +41,520 | — | 41,520 | $1.03M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +34,123 | — | 34,123 | $850.34K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +24,948 | — | 24,948 | $621.71K | Q4 2025 | Feb 17, 2026 |
| Css Llc/Il | Buy | +16,668 | — | 16,668 | $415.37K | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +14,452 | — | 14,452 | $360.14K | Q4 2025 | Feb 17, 2026 |
| Logan Stone Capital, Llc | Buy | +11,369 | — | 11,369 | $283.31K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +4,569 | — | 4,569 | $113.86K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +31 | — | 31 | $773.00 | Q4 2025 | Feb 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +961,982 | — | 961,982 | $23.97M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +533,775 | — | 533,775 | $13.30M | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisors, Llc | Buy | +108,972 | — | 108,972 | $2.72M | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +46,303 | — | 46,303 | $1.15M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +43,780 | — | 43,780 | $1.09M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +39,890 | — | 39,890 | $994.05K | Q4 2025 | Feb 13, 2026 |
| Level Four Advisory Services, Llc | Buy | +25,768 | — | 25,768 | $642.16K | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | Buy | +18,478 | — | 18,478 | $460.47K | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | Buy | +9,212 | — | 9,212 | $229.57K | Q4 2025 | Feb 13, 2026 |
| Landscape Capital Management, L.L.C. | Buy | +8,263 | — | 8,263 | $205.91K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +2,912 | — | 2,912 | $72.58K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +35,900 | — | 35,900 | $894.63K | Q4 2025 | Feb 12, 2026 |
Frequently asked questions about XNIEX activity
Which institutional owners are buying XNIEX?
Institutional owners buying XNIEX 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 XNIEX activity?
"Buy" means an investor increased their reported position in XNIEX compared to the prior reporting period. This reflects growing exposure to VIRTUS EQUITY & CONVERTIBLE (XNIEX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XNIEX increasing?
Institutional interest in XNIEX 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.