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Disclosery

ACV VIRTUS DIVERSIFIED INCM & CO

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COM (common), issuer CIK 1636289

39 managers (39 13F filers) reported a position in ACV shares at 2025-12-31, 2,214,095 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
39
13F filers
39
New
4
Added
15
Reduced
9
Sold out
5
Shares held by filers
2,214,095

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/MN462,612$12.2M<0.01%-19,44313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC361,160$9.49M0.07%+59,33513F-HRTimelineGroup
LPL Financial LLC298,852$7.86M<0.01%+4,34913F-HRTimeline
Advisors Asset Management, Inc.222,978$5.86M0.1%+26,25113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,127$3.74M<0.01%+1913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/98,348$2.59M<0.01%+1,70213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY81,974$2.16M<0.01%+10,32113F-HR/ATimelineGroup
Emissary Wealth LLC79,499$2.09M1.76%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA69,462$1.83M<0.01%+2,89213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,879$1.31M<0.01%-12,30813F-HRTimelineGroup
PMG Family Office LLC42,384$1.11M1.29%-1,53313F-HRTimeline
WORLD EQUITY GROUP, INC.29,867$785K0.22%+3,12513F-HRTimeline
DAVENPORT & Co LLC25,528$671K<0.01%013F-HRTimeline
Gilliland Jeter Wealth Management LLC25,098$660K0.2%+70013F-HRTimeline
MCDONALD PARTNERS LLC24,700$649K0.2%013F-HRTimeline
B. Riley Wealth Advisors, Inc.24,569$646K0.03%+3213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,952$630K0.01%+10,84713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.20,601$542K<0.01%+10,34113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,420$484K<0.01%-3,67313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,233$348K<0.01%+1,37813F-HRTimeline
UBS Group AGin group UBS Group AG11,813$311K<0.01%013F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC10,051$264K0.03%-2,00013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,984$262K<0.01%-1,68313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC9,825$258K0.01%-7,00013F-HRTimeline
World Investment Advisors9,763$257K<0.01%+29713F-HR/ATimeline
D.A. DAVIDSON & CO.9,072$239K<0.01%-1,54213F-HRTimeline
&PARTNERS8,200$216K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC7,780$205K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,460$144K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC3,595$94.5K<0.01%-1313F-HRTimeline
Steward Partners Investment Advisory, L…3,400$89.4K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,777$73K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,082$54.7K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,977$52K<0.01%013F-HRTimeline
Westside Investment Management, Inc.1,867$49.1K0.01%013F-HRTimeline
Sunbelt Securities, Inc.660$17.4K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…493$12.9K<0.01%13F-HRTimeline
Allworth Financial LP48$1.26K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC5$131<0.01%+413F-HRTimelineGroup