6 institutions reported holding $2.9M of VIRTUS EQUITY & CONV INCM FD (NIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: OxenFree Capital LLC ($1.9M), David J Yvars Group ($690,285), Graves Light Lenhart Wealth, Inc. ($211,308), CoreCap Advisors, LLC ($34,918), EASTERN BANK ($34,864). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OxenFree Capital LLC | $1.9M | 72,798 | Added |
| 2 | David J Yvars Group | $690,285 | 25,699 | Added |
| 3 | Graves Light Lenhart Wealth, Inc. | $211,308 | 7,867 | New |
| 4 | CoreCap Advisors, LLC | $34,918 | 1,300 | Hold |
| 5 | EASTERN BANK | $34,864 | 1,298 | Hold |
| 6 | Hennion & Walsh Asset Management, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30