Virtus Divers Inc. & ConvertACV
13F holders, Q1 2025 (March 31)29holders −2
3new positions
5sold out
$20.00avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding Virtus Divers Inc. & Convert (ACV) in their 13F filings, down 2 from Q4 2024. 3 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($10.1M), LPL Financial LLC ($5.7M) and Guggenheim Capital LLC ($4.9M).
- Company
- Virtus Divers Inc. & Convert
- CUSIP
- 92840N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $242K |
| Exits | 5 | $115K |
All 13F filers, Q4 2024 → Q1 2025: 76,144 shares bought and 216,366 shares sold, net −140,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Wells Fargo & Company | 0.00% | Add +3.7% | 503,980 | $10.1M |
| LPL Financial LLC | 0.00% | Add +1.8% | 284,518 | $5.7M |
| Guggenheim Capital LLC | 0.05% | Reduce -0.0% | 245,725 | $4.9M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -16.8% | 182,106 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 140,779 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 91,983 | $1.8M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 75,127 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +53.5% | 67,805 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +18.4% | 65,491 | $1.3M |
| Shaker Financial Services, LLC | 0.33% | Add +14.6% | 42,344 | $847K |
| Landscape Capital Management, L.L.C. | 0.07% | Reduce -3.1% | 40,854 | $817K |
| DAVENPORT & Co LLC | 0.00% | No change | 26,528 | $531K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.3% | 24,928 | $499K |
| McDonald Partners LLC | 0.13% | No change | 24,700 | $494K |
| Gilliland Jeter Wealth Management LLC | 0.17% | Add +0.1% | 24,581 | $492K |
| Stifel Financial Corp. | 0.00% | Reduce -3.9% | 20,826 | $417K |
| World Equity Group, Inc. | 0.11% | Reduce -65.1% | 19,042 | $381K |
| UBS Group AG | 0.00% | Reduce -18.8% | 16,436 | $329K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.2% | 14,655 | $293K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.6% | 10,997 | $220K |
| Invesco Ltd. | 0.00% | New | 10,247 | $205K |
| Wolverine Asset Management LLC | 0.01% | Reduce -94.0% | 8,213 | $164K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 3,624 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.3% | 3,400 | $68K |
| Elequin Capital, LP | 0.01% | New | 1,871 | $37K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,867 | $37K |
| Sunbelt Securities, Inc. | 0.00% | No change | 660 | $13K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 205 | $4K |
| FMR LLC | 0.00% | New | 1 | $20 |
"% of holder's portfolio" is ACV's weight in each manager's 13F, not the share of Virtus Divers Inc. & Convert the manager owns.