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Disclosery

ACV VIRTUS DIVERSIFIED INCM & CO

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COM (common), issuer CIK 1636289

40 managers (40 13F filers) reported a position in ACV shares at 2026-06-30, 2,218,036 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
40
New
6
Added
12
Reduced
15
Sold out
3
Shares held by filers
2,218,036

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN461,782$13.1M<0.01%-4,37313F-HRTimelineGroup
Advisors Asset Management, Inc.340,120$9.64M0.15%+73,53813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC322,144$9.13M0.06%-2,92913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC154,508$4.38M<0.01%-2,44913F-HRTimelineGroup
LPL Financial LLC143,611$4.07M<0.01%-148,48413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/101,965$2.89M<0.01%-2,18713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY91,294$2.59M<0.01%+7,67113F-HRTimelineGroup
Emissary Wealth LLC80,761$2.29M1.74%+2,11813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,585$2.08M<0.01%-38613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,102$1.56M<0.01%-15,36013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC50,693$1.44M0.02%new13F-HRTimelineGroup
PMG Family Office LLC43,637$1.24M1.14%+61413F-HRTimeline
WORLD EQUITY GROUP, INC.41,950$1.19M0.27%+7,55813F-HRTimeline
B. Riley Wealth Advisors, Inc.25,266$706K0.04%+4513F-HRTimeline
Gilliland Jeter Wealth Management LLC24,780$702K0.18%-36913F-HRTimeline
MCDONALD PARTNERS LLC24,700$700K0.17%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,352$690K<0.01%+15,05313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,224$630K<0.01%+74913F-HRTimelineGroup
DAVENPORT & Co LLC21,793$618K<0.01%-3,73513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,041$596K0.01%-4,58213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.12,022$341K<0.01%-7,50913F-HRTimelineGroup
D.A. DAVIDSON & CO.10,698$303K<0.01%-3,50013F-HRTimeline
&PARTNERS9,817$278K<0.01%+19313F-HRTimeline
Integrated Wealth Concepts LLC9,752$276K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,273$263K<0.01%-60613F-HRTimeline
Shaker Financial Services, LLC7,355$208K0.07%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC7,255$206K0.02%new13F-HR/ATimeline
Integrity Advisory Solutions, LLC7,097$201K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG5,013$142K<0.01%-47313F-HRTimelineGroup
NewEdge Advisors, LLC3,570$101K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,400$96.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,977$56K<0.01%013F-HRTimeline
Westside Investment Management, Inc.1,867$52.9K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,082$30.5K<0.01%+2113F-HRTimeline
CENTRAL TRUST Co1,000$28.3K<0.01%-50013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.628$17.8K<0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…556$15.8K<0.01%+1113F-HRTimeline
HARBOUR INVESTMENTS, INC.317$8.98K<0.01%+113F-HRTimeline
Allworth Financial LP48$1.36K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$28<0.01%013F-HRTimelineGroup