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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-860,880-100.0%0$0.00Q4 2025Aug 26, 2026
Raymond James Financial IncBuy+460,963—460,963$11.49MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+7,262—7,262$180.98KQ4 2025Feb 18, 2026
Royal Bank Of CanadaBuy+571,160—571,160$14.23MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+479,040—479,040$11.94MQ4 2025Feb 17, 2026
Saba Capital Management, L.P.Buy+298,200—298,200$7.43MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+120,126—120,126$2.99MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+90,270—90,270$2.25MQ4 2025Feb 17, 2026
Evolve Private Wealth, LlcBuy+79,712—79,712$2.03MQ4 2025Feb 17, 2026
&PartnersBuy+51,997—51,997$1.30MQ4 2025Feb 17, 2026
Readystate Asset Management LpBuy+41,520—41,520$1.03MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+34,123—34,123$850.34KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+24,948—24,948$621.71KQ4 2025Feb 17, 2026
Css Llc/IlBuy+16,668—16,668$415.37KQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+14,452—14,452$360.14KQ4 2025Feb 17, 2026
Logan Stone Capital, LlcBuy+11,369—11,369$283.31KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+4,569—4,569$113.86KQ4 2025Feb 17, 2026
Fmr LlcBuy+31—31$773.00Q4 2025Feb 17, 2026
Wells Fargo & Company/MnBuy+961,982—961,982$23.97MQ4 2025Feb 13, 2026
Morgan StanleyBuy+533,775—533,775$13.30MQ4 2025Feb 13, 2026
Cornerstone Advisors, LlcBuy+108,972—108,972$2.72MQ4 2025Feb 13, 2026
Integrated Wealth Concepts LlcBuy+46,303—46,303$1.15MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+43,780—43,780$1.09MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+39,890—39,890$994.05KQ4 2025Feb 13, 2026
Level Four Advisory Services, LlcBuy+25,768—25,768$642.16KQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+18,478—18,478$460.47KQ4 2025Feb 13, 2026
Bay Colony Advisory Group, Inc D/B/A Bay Colony AdvisorsBuy+9,212—9,212$229.57KQ4 2025Feb 13, 2026
Landscape Capital Management, L.L.C.Buy+8,263—8,263$205.91KQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+2,912—2,912$72.58KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+35,900—35,900$894.63KQ4 2025Feb 12, 2026
Showing 30 of 87

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.