Virtus Convertible & Inc. FDNCZ
13F holders, Q1 2025 (March 31)3holders −78
0new positions
36sold out
$11.56avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Virtus Convertible & Inc. FD (NCZ) in their 13F filings, down 78 from Q4 2024. 0 opened new positions and 36 sold out. The largest holders were Gridiron Partners, LLC ($1.6M), Prevail Innovative Wealth Advisors, LLC ($1.0M) and Geneos Wealth Management Inc. ($132K).
- Company
- Virtus Convertible & Inc. FD
- CUSIP
- 92838U108
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 36 | $10.5M |
All 13F filers, Q4 2024 → Q1 2025: 4,121 shares bought and 3,772,311 shares sold, net −3,768,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Gridiron Partners, LLC | 1.00% | Reduce -63.1% | 135,329 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.27% | Reduce -67.4% | 86,723 | $1.0M |
| Geneos Wealth Management Inc. | 0.00% | Add +56.7% | 11,389 | $132K |
"% of holder's portfolio" is NCZ's weight in each manager's 13F, not the share of Virtus Convertible & Inc. FD the manager owns.