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Virtus Diversified Income & Convertible Fund
ACV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 13.1 M -USD 118 k -4,373 -0.9%
Advisors Asset Management
2
Advisors Asset Management
Colorado
USD 9.6 M +USD 1.98 M +73,538 +28%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 9.13 M -USD 78.7 k -2,929 -0.9%
Raymond James Financial
4
Raymond James Financial
Florida
USD 4.38 M -USD 65.8 k -2,449 -2%
LPL Financial
5
LPL Financial
California
USD 4.07 M -USD 3.99 M -148,484 -51%
Bank of America
6
Bank of America
North Carolina
USD 2.89 M -USD 58.8 k -2,187 -2%
Morgan Stanley
7
Morgan Stanley
New York
USD 2.59 M +USD 206 k +7,671 +9%
EWL
8
Emissary Wealth LLC
New Jersey
USD 2.29 M +USD 56.9 k +2,118 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 2.08 M -USD 10.4 k -386 -0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
USD 1.56 M -USD 413 k -15,360 -22%
Wolverine Asset Management
11
Wolverine Asset Management
Illinois
USD 1.44 M +USD 1.36 M +50,693 Nuevas
PFO
12
PMG Family Office
Texas
USD 1.24 M +USD 16.5 k +614 +1%
WEG
13
World Equity Group
Illinois
USD 1.19 M +USD 203 k +7,558 +22%
B. Riley Wealth Advisors
14
B. Riley Wealth Advisors
Florida
USD 706 k +USD 1.21 k +45 +0.2%
GJWM
15
Gilliland Jeter Wealth Management
Arkansas
USD 702 k -USD 9.9 k -369 -1%
MP
16
McDonald Partners
Ohio
USD 700 k – – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 690 k +USD 405 k +15,053 +162%
Stifel Financial
18
Stifel Financial
Missouri
USD 630 k +USD 20.1 k +749 +3%
Davenport & Co
19
Davenport & Co
Virginia
USD 618 k -USD 100 k -3,735 -15%
Apollon Wealth Management
20
Apollon Wealth Management
South Carolina
USD 596 k -USD 123 k -4,582 -18%
Invesco
21
Invesco
Georgia
USD 341 k -USD 202 k -7,509 -38%
D.A. Davidson & Co
22
D.A. Davidson & Co
Montana
USD 303 k -USD 94.1 k -3,500 -25%
&Partners
23
&Partners
Tennessee
USD 278 k +USD 5.19 k +193 +2%
Integrated Wealth Concepts
24
Integrated Wealth Concepts
Massachusetts
USD 276 k +USD 262 k +9,752 Nuevas
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 263 k -USD 16.3 k -606 -6%
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