XNIEX

VIRTUS EQUITY & CONV INCM FD

Institutional Ownership · Q4 2025

Filing: Q4 2025

VIRTUS EQUITY & CONV INCM FD (XNIEX) is held by 88 institutional investors with combined holdings of $439M. Major holders include SMH CAPITAL ADVISORS INC, WELLS FARGO & COMPANY/MN, Advisors Asset Management.

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Institutional Holders

Total Value

$439.1M

Ownership %

—

🏦 Top Institutional Holders

SMH CAPITAL ADVISORS INC

10.7K shares

$266.4M

WELLS FARGO & COMPANY/MN

962.0K shares

$24.0M

Advisors Asset Management, Inc.

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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