Who Owns VIRTUS DIVERSIFIED (ACV)? -- Institutional Holders (2026-06-30)

42 institutions reported holding $62.8M of VIRTUS DIVERSIFIED (ACV) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($13.1M), Advisors Asset Management, Inc. ($9.6M), GUGGENHEIM CAPITAL LLC ($9.1M), RAYMOND JAMES FINANCIAL INC ($4.4M), LPL Financial LLC ($4.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$13.1M461,782Trimmed
2Advisors Asset Management, Inc.$9.6M340,120Added
3GUGGENHEIM CAPITAL LLC$9.1M322,144Trimmed
4RAYMOND JAMES FINANCIAL INC$4.4M154,508Trimmed
5LPL Financial LLC$4.1M143,611Trimmed
6BANK OF AMERICA CORP /DE/$2.9M101,965Trimmed
7MORGAN STANLEY$2.6M91,294Added
8Emissary Wealth LLC$2.3M80,761Added
9Royal Bank of Canada$2.1M73,585Trimmed
10OSAIC HOLDINGS, INC.$1.6M55,102Trimmed
11WOLVERINE ASSET MANAGEMENT LLC$1.4M50,693New
12PMG Family Office LLC$1.2M43,637Added
13WORLD EQUITY GROUP, INC.$1.2M41,950Added
14B. Riley Wealth Advisors, Inc.$705,67325,266Added
15Gilliland Jeter Wealth Management LLC$702,27724,780Trimmed
16MCDONALD PARTNERS LLC$699,99824,700Hold
17ENVESTNET ASSET MANAGEMENT INC$690,12224,352Added
18STIFEL FINANCIAL CORP$629,80222,224Added
19DAVENPORT & Co LLC$617,61421,793Trimmed
20Apollon Wealth Management, LLC$596,31421,041Trimmed
21Invesco Ltd.$340,70312,022Trimmed
22D.A. DAVIDSON & CO.$303,18110,698Trimmed
23&PARTNERS$278,2199,817Added
24Integrated Wealth Concepts LLC$276,3729,752New
25COMMONWEALTH EQUITY SERVICES, LLC$262,8009,273Trimmed

Source: SEC Form 13F filings · as of 2026-06-30