44 institutions reported holding $54.0M of VIRTUS DIVERSIFIED INCM & CO (ACV) in SEC 13F filings for 2026-03-31. Largest institutional holders: WELLS FARGO & COMPANY/MN ($11.3M), GUGGENHEIM CAPITAL LLC ($7.9M), LPL Financial LLC ($7.1M), Advisors Asset Management, Inc. ($6.5M), RAYMOND JAMES FINANCIAL INC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $11.3M | 466,155 | Added |
| 2 | GUGGENHEIM CAPITAL LLC | $7.9M | 325,073 | Trimmed |
| 3 | LPL Financial LLC | $7.1M | 292,095 | Trimmed |
| 4 | Advisors Asset Management, Inc. | $6.5M | 266,582 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $3.8M | 156,957 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $2.5M | 104,152 | Added |
| 7 | MORGAN STANLEY | $2.0M | 83,623 | Added |
| 8 | Emissary Wealth LLC | $1.9M | 78,643 | Trimmed |
| 9 | Royal Bank of Canada | $1.8M | 73,971 | Added |
| 10 | OSAIC HOLDINGS, INC. | $1.7M | 70,462 | Added |
| 11 | PMG Family Office LLC | $1.0M | 43,023 | Added |
| 12 | WORLD EQUITY GROUP, INC. | $835,726 | 34,392 | Added |
| 13 | Apollon Wealth Management, LLC | $622,638 | 25,623 | Added |
| 14 | DAVENPORT & Co LLC | $620,330 | 25,528 | Hold |
| 15 | Gilliland Jeter Wealth Management LLC | $611,113 | 25,149 | Added |
| 16 | MCDONALD PARTNERS LLC | $600,210 | 24,700 | Hold |
| 17 | B. Riley Wealth Advisors, Inc. | $598,753 | 25,221 | Added |
| 18 | STIFEL FINANCIAL CORP | $521,847 | 21,475 | Added |
| 19 | Invesco Ltd. | $474,603 | 19,531 | Trimmed |
| 20 | D.A. DAVIDSON & CO. | $345,011 | 14,198 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $240,060 | 9,879 | Trimmed |
| 22 | &PARTNERS | $233,871 | 9,624 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $225,966 | 9,299 | New |
| 24 | UBS Group AG | $133,310 | 5,486 | Trimmed |
| 25 | Steward Partners Investment Advisory, LLC | $82,620 | 3,400 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31