Virtus Equity & Convertible Income Fund(NIE)

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Virtus Equity & Convertible Income Fund(NIE)

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NIE(NIE)

NIE

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Institutional Ownership

Top 123 Institutional Holders

Holder	Shares	Date	Change	% Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	277.19K	Jun 30, 26	+20.27K	1.00%
D.A. DAVIDSON & CO.	103.77K	Jun 30, 26	+24.46K	0.37%
Cambridge Investment Research Advisors, Inc.	73.25K	Jun 30, 26	-6.79K	0.26%
OxenFree Capital LLC	72.80K	Jun 30, 26	+7.57K	0.26%
Keystone Financial Group	47.81K	Jun 30, 26	+1.07K	0.17%
COMMONWEALTH EQUITY SERVICES, LLC	46.21K	Jun 30, 26	-1.92K	0.17%
Kestra Advisory Services, LLC	40.47K	Jun 30, 26	+2.12K	0.15%
Stolper Co	34.45K	Jun 30, 26	-3.27K	0.12%
Prospera Financial Services Inc	33.20K	Jun 30, 26	-42	0.12%
Cornerstone Wealth Management, LLC	30.31K	Jun 30, 26	+2.50K	0.11%
David J Yvars Group	25.70K	Jun 30, 26	+5.04K	0.09%
WEDBUSH SECURITIES INC	25.55K	Jun 30, 26	+9	0.09%
Concurrent Investment Advisors, LLC	24.27K	Jun 30, 26	+323	0.09%
Miller Financial Services LLC	23.20K	Jun 30, 26	+23.20K	0.08%
Centurion Wealth Management LLC	21.51K	Jun 30, 26	--	0.08%
TRUIST FINANCIAL CORP	19.58K	Jun 30, 26	-466	0.07%
PFG Investments, LLC	15.12K	Jun 30, 26	+54	0.05%
Kovack Advisors, Inc.	13.88K	Jun 30, 26	+923	0.05%
Institute for Wealth Management, LLC.	13.78K	Jun 30, 26	+29	0.05%
Shaker Financial Services, LLC	13.42K	Jun 30, 26	-31.94K	0.05%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	11.61K	Jun 30, 26	-925	0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	9.36K	Jun 30, 26	+794	0.03%
DAVENPORT & Co LLC	9.31K	Jun 30, 26	--	0.03%
Graves Light Lenhart Wealth, Inc.	7.87K	Jun 30, 26	+7.87K	0.03%
WOLFF WIESE MAGANA LLC	4.25K	Jun 30, 26	--	0.02%
Westfuller Advisors, LLC	2.29K	Jun 30, 26	+50	0.01%
CoreCap Advisors, LLC	1.30K	Jun 30, 26	--	0.00%
EASTERN BANK	1.30K	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	1.17K	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	435	Jun 30, 26	+435	0.00%
Westside Investment Management, Inc.	350	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	150	Jun 30, 26	-221	0.00%
Hennion & Walsh Asset Management, Inc.	--	Jun 30, 26	-10.17K	--
Global Assets Advisory, LLC	--	Jun 30, 26	-10.00K	--
WELLS FARGO & COMPANY/MN	951.19K	Mar 31, 26	-10.79K	3.43%
Advisors Asset Management, Inc.	681.71K	Mar 31, 26	-181.60K	2.46%
ROYAL BANK OF CANADA	575.17K	Mar 31, 26	+4.01K	2.08%
MORGAN STANLEY	521.69K	Mar 31, 26	-12.09K	1.88%
RAYMOND JAMES FINANCIAL INC	520.15K	Mar 31, 26	+59.19K	1.88%
GUGGENHEIM CAPITAL LLC	463.24K	Mar 31, 26	-15.80K	1.67%
Saba Capital Management, L.P.	361.32K	Mar 31, 26	+63.12K	1.30%
LPL Financial LLC	290.71K	Mar 31, 26	+20.76K	1.05%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	218.72K	Mar 31, 26	+2.71K	0.79%
UBS Group AG	131.27K	Mar 31, 26	-8.39K	0.47%
Invesco Ltd.	122.23K	Mar 31, 26	+10.23K	0.44%
BANK OF AMERICA CORP /DE/	119.09K	Mar 31, 26	-1.03K	0.43%
Pensionmark Financial Group, LLC	117.86K	Mar 31, 26	+12.27K	0.43%
WOLVERINE ASSET MANAGEMENT LLC	91.39K	Mar 31, 26	-22.37K	0.33%
Allspring Global Investments Holdings, LLC	80.11K	Mar 31, 26	+12.93K	0.29%
ADVISOR GROUP HOLDINGS, INC.	77.31K	Mar 31, 26	-12.96K	0.28%
WILEY BROS.-AINTREE CAPITAL, LLC	60.31K	Mar 31, 26	+8.31K	0.22%
Capital Investment Advisors, LLC	55.73K	Mar 31, 26	--	0.20%
Calamos Advisors LLC	47.89K	Mar 31, 26	+5.70K	0.17%
Keystone Financial Group	46.74K	Mar 31, 26	-1.87K	0.17%
AMERIPRISE FINANCIAL INC	44.17K	Mar 31, 26	+10.05K	0.16%
Integrated Wealth Concepts LLC	42.98K	Mar 31, 26	-3.32K	0.16%
THRIVENT FINANCIAL FOR LUTHERANS	39.85K	Mar 31, 26	+4.00K	0.14%
FIRST TRUST ADVISORS LP	33.79K	Mar 31, 26	+33.79K	0.12%
STIFEL FINANCIAL CORP	32.33K	Mar 31, 26	-11.45K	0.12%
Steward Partners Investment Advisory, LLC	31.25K	Mar 31, 26	--	0.11%
Cetera Investment Advisers	30.18K	Mar 31, 26	+5.23K	0.11%
ROTHSCHILD INVESTMENT LLC	28.99K	Mar 31, 26	--	0.10%
Allworth Financial LP	28.65K	Mar 31, 26	-2.60K	0.10%
ENVESTNET ASSET MANAGEMENT INC	25.92K	Mar 31, 26	+5.49K	0.09%
LEVEL FOUR ADVISORY SERVICES, LLC	25.16K	Mar 31, 26	-607	0.09%
Baird Financial Group, Inc.	18.90K	Mar 31, 26	+421	0.07%
Brick & Kyle, Associates	16.24K	Mar 31, 26	-236	0.06%
AQR CAPITAL MANAGEMENT LLC	14.45K	Mar 31, 26	--	0.05%
Janney Montgomery Scott LLC	14.20K	Mar 31, 26	+150	0.05%
CSS LLC/IL	13.97K	Mar 31, 26	-2.70K	0.05%
Sanctuary Advisors, LLC	11.85K	Mar 31, 26	--	0.04%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	10.06K	Mar 31, 26	+3.40K	0.04%
Joel Isaacson & Co., LLC	10.00K	Mar 31, 26	--	0.04%
DAYMARK WEALTH PARTNERS, LLC	9.66K	Mar 31, 26	--	0.03%
Huntleigh Advisors, Inc.	9.52K	Mar 31, 26	+141	0.03%
OPPENHEIMER & CO INC	8.84K	Mar 31, 26	+646	0.03%
FIFTH THIRD BANCORP	8.09K	Mar 31, 26	+8.09K	0.03%
NewEdge Advisors, LLC	7.51K	Mar 31, 26	+245	0.03%
Rockefeller Capital Management L.P.	4.57K	Mar 31, 26	--	0.02%
US BANCORP \DE\	4.13K	Mar 31, 26	--	0.01%
CWM, LLC	3.34K	Mar 31, 26	+8	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	3.00K	Mar 31, 26	--	0.01%
MAI Capital Management	2.98K	Mar 31, 26	+64	0.01%
Westfuller Advisors, LLC	2.24K	Mar 31, 26	+91	0.01%
HARBOUR INVESTMENTS, INC.	1.13K	Mar 31, 26	-923	0.00%
JPMORGAN CHASE & CO	305	Mar 31, 26	-53	0.00%
SMH CAPITAL ADVISORS INC	252	Mar 31, 26	-10.44K	0.00%
Strengthening Families & Communities, LLC	190	Mar 31, 26	+7	0.00%
Advisory Services Network, LLC	65	Mar 31, 26	+65	0.00%
FMR LLC	--	Mar 31, 26	-31	--
SILVERLAKE WEALTH MANAGEMENT LLC	--	Mar 31, 26	-8.16K	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-41.52K	--
Logan Stone Capital, LLC	--	Mar 31, 26	-11.37K	--
Cornerstone Advisors, LLC	--	Mar 31, 26	-108.97K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-8.26K	--
COMERICA BANK	8.09K	Dec 31, 25	+46	0.03%
WETHERBY ASSET MANAGEMENT INC	15.66K	Sep 30, 25	--	0.06%
Atria Wealth Solutions, Inc.	18.26K	Jun 30, 25	+8.74K	0.07%
Sandy Spring Bank	--	Mar 31, 25	-325	--
WINTRUST INVESTMENTS LLC	1.36K	Dec 31, 24	-48	0.00%
Raymond James Financial Services Advisors, Inc.	322.87K	Sep 30, 24	+21.63K	1.17%
RAYMOND JAMES & ASSOCIATES	224.25K	Sep 30, 24	+1.07K	0.81%
ICA Group Wealth Management, LLC	1.50K	Jun 30, 24	--	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	621	Jun 30, 24	+337	0.00%
Cetera Advisors LLC	19.19K	Mar 31, 24	+19.19K	0.07%
ROTHSCHILD INVESTMENT CORP /IL	29.65K	Sep 30, 23	--	0.11%
Laurel Wealth Advisors, Inc.	--	Dec 31, 22	-12.05K	--
FourThought Financial, LLC	8.42K	Sep 30, 22	-578	0.03%
American Portfolios Advisors	1.29K	Sep 30, 22	+13	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	45.58K	Mar 31, 22	+45.58K	0.16%
Advisor Group, Inc.	73.65K	Dec 31, 19	-2.52K	0.27%
LADENBURG THALMANN FINANCIAL SERVICES INC.	37.46K	Dec 31, 19	-1.28K	0.14%
BB&T SECURITIES, LLC	28.26K	Sep 30, 19	-550	0.10%
HL FINANCIAL SERVICES LLC	16.31K	Mar 31, 19	-1.05K	0.06%
XML SECURITIES, LLC	88.41K	Mar 31, 18	+4.35K	0.32%
NATIONAL PLANNING CORP	--	Dec 31, 17	-45.20K	--
Commonwealth Equity Services, Inc	14.58K	Jun 30, 17	+14.58K	0.05%
MSI Financial Services Inc	937	Dec 31, 16	-12	0.00%
Gupta Wealth Management LLC	--	Mar 31, 16	-1.70K	--
Relative Value Partners, LLC	185.58K	Mar 31, 15	-11.09K	0.67%
BAIRD ROBERT W & CO INC /WI/	21.41K	Mar 31, 15	+1.02K	0.08%
STANCORP INVESTMENT ADVISERS INC	965	Mar 31, 15	--	0.00%
UBS AG	206.84K	Sep 30, 14	+6.38K	0.75%

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Holder

Date

Change

% Held

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

277.19K

Jun 30, 26

+20.27K

1.00%

D.A. DAVIDSON & CO.

103.77K

Jun 30, 26

+24.46K

0.37%

Cambridge Investment Research Advisors, Inc.

73.25K

Jun 30, 26

-6.79K

0.26%

OxenFree Capital LLC

72.80K

Jun 30, 26

+7.57K

0.26%

Keystone Financial Group

47.81K

Jun 30, 26

+1.07K

0.17%

COMMONWEALTH EQUITY SERVICES, LLC

46.21K

Jun 30, 26

-1.92K

0.17%

Kestra Advisory Services, LLC

40.47K

Jun 30, 26

+2.12K

0.15%

Stolper Co

34.45K

Jun 30, 26

-3.27K

0.12%

Prospera Financial Services Inc

33.20K

Jun 30, 26

-42

0.12%

Cornerstone Wealth Management, LLC

30.31K

Jun 30, 26

+2.50K

0.11%

David J Yvars Group

25.70K

Jun 30, 26

+5.04K

0.09%

WEDBUSH SECURITIES INC

25.55K

Jun 30, 26

0.09%

Concurrent Investment Advisors, LLC

24.27K

Jun 30, 26

+323

0.09%

Miller Financial Services LLC

23.20K

Jun 30, 26

+23.20K

0.08%

Centurion Wealth Management LLC

21.51K

Jun 30, 26

0.08%

TRUIST FINANCIAL CORP

19.58K

Jun 30, 26

-466

0.07%

PFG Investments, LLC

15.12K

Jun 30, 26

+54

0.05%

Kovack Advisors, Inc.

13.88K

Jun 30, 26

+923

0.05%

Institute for Wealth Management, LLC.

13.78K

Jun 30, 26

+29

0.05%

Shaker Financial Services, LLC

13.42K

Jun 30, 26

-31.94K

0.05%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

11.61K

Jun 30, 26

-925

0.04%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

9.36K

Jun 30, 26

+794

0.03%

DAVENPORT & Co LLC

9.31K

Jun 30, 26

0.03%

Graves Light Lenhart Wealth, Inc.

7.87K

Jun 30, 26

+7.87K

0.03%

WOLFF WIESE MAGANA LLC

4.25K

Jun 30, 26

0.02%

Westfuller Advisors, LLC

2.29K

Jun 30, 26

+50

0.01%

CoreCap Advisors, LLC

1.30K

Jun 30, 26

0.00%

EASTERN BANK

1.30K

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

1.17K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

435

Jun 30, 26

+435

0.00%

Westside Investment Management, Inc.

350

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

150

Jun 30, 26

-221

0.00%

Hennion & Walsh Asset Management, Inc.

Jun 30, 26

-10.17K

Global Assets Advisory, LLC

Jun 30, 26

-10.00K

WELLS FARGO & COMPANY/MN

951.19K

Mar 31, 26

-10.79K

3.43%

Advisors Asset Management, Inc.

681.71K

Mar 31, 26

-181.60K

2.46%

ROYAL BANK OF CANADA

575.17K

Mar 31, 26

+4.01K

2.08%

MORGAN STANLEY

521.69K

Mar 31, 26

-12.09K

1.88%

RAYMOND JAMES FINANCIAL INC

520.15K

Mar 31, 26

+59.19K

1.88%

GUGGENHEIM CAPITAL LLC

463.24K

Mar 31, 26

-15.80K

1.67%

Saba Capital Management, L.P.

361.32K

Mar 31, 26

+63.12K

1.30%

LPL Financial LLC

290.71K

Mar 31, 26

+20.76K

1.05%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

218.72K

Mar 31, 26

+2.71K

0.79%

UBS Group AG

131.27K

Mar 31, 26

-8.39K

0.47%

Invesco Ltd.

122.23K

Mar 31, 26

+10.23K

0.44%

BANK OF AMERICA CORP /DE/

119.09K

Mar 31, 26

-1.03K

0.43%

Pensionmark Financial Group, LLC

117.86K

Mar 31, 26

+12.27K

0.43%

WOLVERINE ASSET MANAGEMENT LLC

91.39K

Mar 31, 26

-22.37K

0.33%

Allspring Global Investments Holdings, LLC

80.11K

Mar 31, 26

+12.93K

0.29%

ADVISOR GROUP HOLDINGS, INC.

77.31K

Mar 31, 26

-12.96K

0.28%

WILEY BROS.-AINTREE CAPITAL, LLC

60.31K

Mar 31, 26

+8.31K

0.22%

Capital Investment Advisors, LLC

55.73K

Mar 31, 26

0.20%

Calamos Advisors LLC

47.89K

Mar 31, 26

+5.70K

0.17%

Keystone Financial Group

46.74K

Mar 31, 26

-1.87K

0.17%

AMERIPRISE FINANCIAL INC

44.17K

Mar 31, 26

+10.05K

0.16%

Integrated Wealth Concepts LLC

42.98K

Mar 31, 26

-3.32K

0.16%

THRIVENT FINANCIAL FOR LUTHERANS

39.85K

Mar 31, 26

+4.00K

0.14%

FIRST TRUST ADVISORS LP

33.79K

Mar 31, 26

+33.79K

0.12%

STIFEL FINANCIAL CORP

32.33K

Mar 31, 26

-11.45K

0.12%

Steward Partners Investment Advisory, LLC

31.25K

Mar 31, 26

0.11%

Cetera Investment Advisers

30.18K

Mar 31, 26

+5.23K

0.11%

ROTHSCHILD INVESTMENT LLC

28.99K

Mar 31, 26

0.10%

Allworth Financial LP

28.65K

Mar 31, 26

-2.60K

0.10%

ENVESTNET ASSET MANAGEMENT INC

25.92K

Mar 31, 26

+5.49K

0.09%

LEVEL FOUR ADVISORY SERVICES, LLC

25.16K

Mar 31, 26

-607

0.09%

Baird Financial Group, Inc.

18.90K

Mar 31, 26

+421

0.07%

Brick & Kyle, Associates

16.24K

Mar 31, 26

-236

0.06%

AQR CAPITAL MANAGEMENT LLC

14.45K

Mar 31, 26

0.05%

Janney Montgomery Scott LLC

14.20K

Mar 31, 26

+150

0.05%

CSS LLC/IL

13.97K

Mar 31, 26

-2.70K

0.05%

Sanctuary Advisors, LLC

11.85K

Mar 31, 26

0.04%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

10.06K

Mar 31, 26

+3.40K

0.04%

Joel Isaacson & Co., LLC

10.00K

Mar 31, 26

0.04%

DAYMARK WEALTH PARTNERS, LLC

9.66K

Mar 31, 26

0.03%

Huntleigh Advisors, Inc.

9.52K

Mar 31, 26

+141

0.03%

OPPENHEIMER & CO INC

8.84K

Mar 31, 26

+646

0.03%

FIFTH THIRD BANCORP

8.09K

Mar 31, 26

+8.09K

0.03%

NewEdge Advisors, LLC

7.51K

Mar 31, 26

+245

0.03%

Rockefeller Capital Management L.P.

4.57K

Mar 31, 26

0.02%

US BANCORP \DE\

4.13K

Mar 31, 26

0.01%

CWM, LLC

3.34K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

3.00K

Mar 31, 26

0.01%

MAI Capital Management

2.98K

Mar 31, 26

+64

0.01%

Westfuller Advisors, LLC

2.24K

Mar 31, 26

+91

0.01%

HARBOUR INVESTMENTS, INC.

1.13K

Mar 31, 26

-923

0.00%

JPMORGAN CHASE & CO

305

Mar 31, 26

-53

0.00%

SMH CAPITAL ADVISORS INC

252

Mar 31, 26

-10.44K

0.00%

Strengthening Families & Communities, LLC

190

Mar 31, 26

0.00%

Advisory Services Network, LLC

Mar 31, 26

+65

0.00%

FMR LLC

Mar 31, 26

-31

SILVERLAKE WEALTH MANAGEMENT LLC

Mar 31, 26

-8.16K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-41.52K

Logan Stone Capital, LLC

Mar 31, 26

-11.37K

Cornerstone Advisors, LLC

Mar 31, 26

-108.97K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-8.26K

COMERICA BANK

8.09K

Dec 31, 25

+46

0.03%

WETHERBY ASSET MANAGEMENT INC

15.66K

Sep 30, 25

0.06%

Atria Wealth Solutions, Inc.

18.26K

Jun 30, 25

+8.74K

0.07%

Sandy Spring Bank

Mar 31, 25

-325

WINTRUST INVESTMENTS LLC

1.36K

Dec 31, 24

-48

0.00%

Raymond James Financial Services Advisors, Inc.

322.87K

Sep 30, 24

+21.63K

1.17%

RAYMOND JAMES & ASSOCIATES

224.25K

Sep 30, 24

+1.07K

0.81%

ICA Group Wealth Management, LLC

1.50K

Jun 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

621

Jun 30, 24

+337

0.00%

Cetera Advisors LLC

19.19K

Mar 31, 24

+19.19K

0.07%

ROTHSCHILD INVESTMENT CORP /IL

29.65K

Sep 30, 23

0.11%

Laurel Wealth Advisors, Inc.

Dec 31, 22

-12.05K

FourThought Financial, LLC

8.42K

Sep 30, 22

-578

0.03%

American Portfolios Advisors

1.29K

Sep 30, 22

+13

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

45.58K

Mar 31, 22

+45.58K

0.16%

Advisor Group, Inc.

73.65K

Dec 31, 19

-2.52K

0.27%

LADENBURG THALMANN FINANCIAL SERVICES INC.

37.46K

Dec 31, 19

-1.28K

0.14%

BB&T SECURITIES, LLC

28.26K

Sep 30, 19

-550

0.10%

HL FINANCIAL SERVICES LLC

16.31K

Mar 31, 19

-1.05K

0.06%

XML SECURITIES, LLC

88.41K

Mar 31, 18

+4.35K

0.32%

NATIONAL PLANNING CORP

Dec 31, 17

-45.20K

Commonwealth Equity Services, Inc

14.58K

Jun 30, 17

+14.58K

0.05%

MSI Financial Services Inc

937

Dec 31, 16

-12

0.00%

Gupta Wealth Management LLC

Mar 31, 16

-1.70K

Relative Value Partners, LLC

185.58K

Mar 31, 15

-11.09K

0.67%

BAIRD ROBERT W & CO INC /WI/

21.41K

Mar 31, 15

+1.02K

0.08%

STANCORP INVESTMENT ADVISERS INC

965

Mar 31, 15

0.00%

UBS AG

206.84K

Sep 30, 14

+6.38K

0.75%