Who Owns VIRTUS GLOBAL MULTI-SECTOR (VGI)? -- Institutional Holders (2026-06-30)

37 institutions reported holding $32.5M of VIRTUS GLOBAL MULTI-SECTOR (VGI) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($14.4M), LPL Financial LLC ($2.6M), MORGAN STANLEY ($2.4M), Shaker Financial Services, LLC ($1.6M), CoreCap Advisors, LLC ($1.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SIT INVESTMENT ASSOCIATES INC	$14.4M	1.9M	Added
2	LPL Financial LLC	$2.6M	344,710	Added
3	MORGAN STANLEY	$2.4M	321,166	Added
4	Shaker Financial Services, LLC	$1.6M	214,646	Added
5	CoreCap Advisors, LLC	$1.3M	173,428	Added
6	RAYMOND JAMES FINANCIAL INC	$1.3M	169,306	Added
7	Fiera Capital Corp	$1.2M	154,898	Added
8	Cambridge Investment Research Advisors, Inc.	$924,000	123,258	Added
9	STIFEL FINANCIAL CORP	$882,971	117,724	Trimmed
10	NewEdge Advisors, LLC	$873,251	116,433	Trimmed
11	OSAIC HOLDINGS, INC.	$672,696	89,694	Added
12	1607 Capital Partners, LLC	$613,530	81,804	Trimmed
13	STEPHENS INC /AR/	$594,135	79,218	Added
14	WELLS FARGO & COMPANY/MN	$554,582	73,945	Added
15	Total Wealth Planning & Management, Inc.	$352,020	46,936	Added
16	SeaCrest Wealth Management, LLC	$292,725	39,030	Trimmed
17	Kestra Advisory Services, LLC	$289,555	38,607	Trimmed
18	Cetera Investment Advisers	$200,379	26,717	Added
19	Founders Financial Alliance, LLC	$183,499	24,467	Trimmed
20	Worth Asset Management, LLC	$183,090	24,412	Trimmed
21	UBS Group AG	$144,750	19,300	Added
22	Van Diest Capital, LLC	$139,114	18,548	Added
23	Kovack Advisors, Inc.	$135,235	18,049	Added
24	Royal Bank of Canada	$126,000	16,751	Added
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$123,975	16,530	New

来源：SEC 13F 申报文件 · 截至 2026-06-30