Skip to content

ACV VIRTUS DIVERSIFIED INCM & CO

Follow

COM (common), issuer CIK 1636289

38 managers (38 13F filers) reported a position in ACV shares at 2025-09-30, 2,081,923 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
38
13F filers
38
New
9
Added
9
Reduced
11
Sold out
2
Shares held by filers
2,081,923

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/MN482,055$11.6M<0.01%-45,62613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC301,825$7.27M0.05%+12,23413F-HRTimelineGroup
LPL Financial LLC294,503$7.1M<0.01%+49613F-HRTimeline
Advisors Asset Management, Inc.196,727$4.74M0.08%-35,40613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,108$3.42M<0.01%+13,06413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,646$2.33M<0.01%+1,88813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY71,653$1.73M<0.01%-1,36013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,570$1.6M<0.01%+1,50013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,187$1.44M<0.01%-5,07213F-HRTimelineGroup
PMG Family Office LLC43,917$1.06M1.18%13F-HRTimeline
WORLD EQUITY GROUP, INC.26,742$644K0.15%+75013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…25,936$625K0.04%-7,79113F-HRTimelineGroup
DAVENPORT & Co LLC25,528$615K<0.01%013F-HRTimeline
MCDONALD PARTNERS LLC24,700$595K0.18%013F-HRTimeline
B. Riley Wealth Advisors, Inc.24,537$591K0.03%+5313F-HRTimeline
Gilliland Jeter Wealth Management LLC24,398$588K0.18%-20813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,093$532K<0.01%+1,47013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC19,438$468K0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC16,825$405K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,105$316K0.01%+3,10513F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC12,051$290K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,855$286K<0.01%-3,22113F-HRTimeline
UBS Group AGin group UBS Group AG11,813$285K<0.01%-5,56113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,667$281K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.10,614$256K<0.01%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,260$247K<0.01%-11613F-HRTimelineGroup
World Investment Advisors9,466$228K<0.01%new13F-HRTimeline
Cornerstone Advisors, LLC7,400$178K0.01%new13F-HRTimeline
NewEdge Advisors, LLC3,608$87K<0.01%-713F-HRTimeline
Steward Partners Investment Advisory, L…3,400$81.9K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,082$50.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,977$47.6K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,867$45K0.01%013F-HRTimeline
NFSG Corp1,200$28.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.660$15.9K<0.01%013F-HRTimeline
Advisory Services Network, LLC461$11.1K<0.01%new13F-HRTimeline
Allworth Financial LP48$1.16K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$24<0.01%-113F-HRTimelineGroup