Virtus Divers Inc. & ConvertACV
13F holders, Q2 2025 (June 30)30holders +1
4new positions
3sold out
$22.89avg. 13F price*
At the end of Q2 2025, 30 institutions reported holding Virtus Divers Inc. & Convert (ACV) in their 13F filings, up 1 from Q1 2025. 4 opened new positions and 3 sold out. The largest holders were Wells Fargo & Company ($12.1M), LPL Financial LLC ($6.7M) and Guggenheim Capital LLC ($6.6M).
- Company
- Virtus Divers Inc. & Convert
- CUSIP
- 92840N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $305K |
| Exits | 3 | $1.0M |
All 13F filers, Q1 2025 → Q2 2025: 151,652 shares bought and 76,344 shares sold, net +75,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Wells Fargo & Company | 0.00% | Add +4.7% | 527,681 | $12.1M |
| LPL Financial LLC | 0.00% | Add +3.3% | 294,007 | $6.7M |
| Guggenheim Capital LLC | 0.05% | Add +17.9% | 289,591 | $6.6M |
| Advisors Asset Management, Inc. | 0.10% | Add +27.5% | 232,133 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.3% | 129,044 | $3.0M |
| Bank of America Corp. | 0.00% | Add +3.0% | 94,758 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 73,013 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.8% | 67,259 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 65,070 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.06% | Reduce -17.4% | 33,727 | $772K |
| World Equity Group, Inc. | 0.16% | Add +36.5% | 25,992 | $595K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.8% | 25,528 | $584K |
| McDonald Partners LLC | 0.14% | No change | 24,700 | $565K |
| Gilliland Jeter Wealth Management LLC | 0.18% | Add +0.1% | 24,606 | $563K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -1.8% | 24,484 | $560K |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 20,623 | $472K |
| UBS Group AG | 0.00% | Add +5.7% | 17,374 | $398K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 15,076 | $345K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -2.9% | 10,680 | $244K |
| Invesco Ltd. | 0.00% | Add +1.3% | 10,376 | $238K |
| Apollon Wealth Management, LLC | 0.00% | New | 10,000 | $229K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.3% | 3,615 | $83K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,400 | $78K |
| American National Bank & Trust | 0.00% | New | 2,082 | $48K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,867 | $43K |
| NFSG Corp | 0.00% | New | 1,200 | $27K |
| Sunbelt Securities, Inc. | 0.00% | No change | 660 | $14K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 205 | $4K |
| Allworth Financial LP | 0.00% | New | 48 | $1K |
| FMR LLC | 0.00% | Add +100.0% | 2 | $46 |
"% of holder's portfolio" is ACV's weight in each manager's 13F, not the share of Virtus Divers Inc. & Convert the manager owns.