Virtus Divers Inc. & ConvertACV
13F holders, Q4 2025 (December 31)39holders +1
4new positions
5sold out
$26.29avg. 13F price*
At the end of Q4 2025, 39 institutions reported holding Virtus Divers Inc. & Convert (ACV) in their 13F filings, up 1 from Q3 2025. 4 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($12.2M), Guggenheim Capital LLC ($9.5M) and LPL Financial LLC ($7.9M).
- Company
- Virtus Divers Inc. & Convert
- CUSIP
- 92840N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $637K |
| Exits | 5 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 155,810 shares bought and 103,630 shares sold, net +52,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Wells Fargo & Company | 0.00% | Reduce -4.0% | 462,612 | $12.2M |
| Guggenheim Capital LLC | 0.07% | Add +19.7% | 361,160 | $9.5M |
| LPL Financial LLC | 0.00% | Add +1.5% | 298,852 | $7.9M |
| Advisors Asset Management, Inc. | 0.10% | Add +13.3% | 222,978 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.0% | 142,127 | $3.7M |
| Bank of America Corp. | 0.00% | Add +1.8% | 98,348 | $2.6M |
| Morgan Stanley | 0.00% | Add +14.4% | 81,974 | $2.2M |
| Emissary Wealth LLC | 1.76% | — | 79,499 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 69,462 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.8% | 49,879 | $1.3M |
| PMG Family Office LLC | 1.29% | Reduce -3.5% | 42,384 | $1.1M |
| World Equity Group, Inc. | 0.22% | Add +11.7% | 29,867 | $785K |
| DAVENPORT & Co LLC | 0.00% | No change | 25,528 | $671K |
| Gilliland Jeter Wealth Management LLC | 0.20% | Add +2.9% | 25,098 | $660K |
| McDonald Partners LLC | 0.20% | No change | 24,700 | $649K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.1% | 24,569 | $646K |
| Apollon Wealth Management, LLC | 0.01% | Add +82.8% | 23,952 | $630K |
| Invesco Ltd. | 0.00% | Add +100.8% | 20,601 | $542K |
| Stifel Financial Corp. | 0.00% | Reduce -16.6% | 18,420 | $484K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.6% | 13,233 | $348K |
| UBS Group AG | 0.00% | No change | 11,813 | $311K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Reduce -16.6% | 10,051 | $264K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -14.4% | 9,984 | $262K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -41.6% | 9,825 | $258K |
| World Investment Advisors | 0.00% | Add +3.1% | 9,763 | $257K |
| D.A. Davidson & Co. | 0.00% | Reduce -14.5% | 9,072 | $239K |
| &partners | 0.00% | New | 8,200 | $216K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,780 | $205K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,460 | $144K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.4% | 3,595 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,400 | $89K |
| International Assets Investment Management, LLC | 0.01% | New | 2,777 | $73K |
| American National Bank & Trust | 0.01% | No change | 2,082 | $55K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,977 | $52K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,867 | $49K |
| Sunbelt Securities, Inc. | 0.00% | No change | 660 | $17K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 493 | $13K |
| Allworth Financial LP | 0.00% | No change | 48 | $1K |
| FMR LLC | 0.00% | Add +400.0% | 5 | $131 |
"% of holder's portfolio" is ACV's weight in each manager's 13F, not the share of Virtus Divers Inc. & Convert the manager owns.