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

99 institutions reported holding $200.6M of VIRTUS (NIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($26.1M), Advisors Asset Management, Inc. ($17.8M), Royal Bank of Canada ($15.0M), RAYMOND JAMES FINANCIAL INC ($14.7M), MORGAN STANLEY ($13.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$26.1M970,804Added
2Advisors Asset Management, Inc.$17.8M663,531Trimmed
3Royal Bank of Canada$15.0M560,208Trimmed
4RAYMOND JAMES FINANCIAL INC$14.7M546,758Added
5MORGAN STANLEY$13.7M508,646Trimmed
6GUGGENHEIM CAPITAL LLC$13.1M487,072Added
7Saba Capital Management, L.P.$12.8M475,853Added
8LPL Financial LLC$9.2M343,482Added
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.4M277,185Added
10SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$6.1M226,836Added
11Invesco Ltd.$3.7M138,527Added
12UBS Group AG$3.5M129,761Trimmed
13Allspring Global Investments Holdings, LLC$3.5M128,831Added
14BANK OF AMERICA CORP /DE/$3.3M121,832Added
15D.A. DAVIDSON & CO.$2.8M103,773Added
16World Investment Advisors$2.7M114,410Trimmed
17OSAIC HOLDINGS, INC.$2.5M93,578Added
18EVOLVE PRIVATE WEALTH, LLC$2.0M74,881Trimmed
19Cambridge Investment Research Advisors, Inc.$2.0M73,246Trimmed
20OxenFree Capital LLC$1.9M72,798Added
21WOLVERINE ASSET MANAGEMENT LLC$1.8M66,997Trimmed
22&PARTNERS$1.8M65,891Added
23Capital Investment Advisors, LLC$1.5M54,923Trimmed
24Calamos Advisors LLC$1.4M51,308Added
25Keystone Financial Group$1.3M47,812Added

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