$ACV

$23.41 -$0.27 (1.14%) Close

$ACV Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 10.4M shares outstanding

Who owns ACV?

By type of holder

Institutions 21.3% Insiders 0.0% Everyone else 78.6%

Concentration Top 10 holders own 17.6%

Wells Fargo & Company/mn 4.4% · Advisors Asset Management, Inc. 3.3%

Institutional ownership

21.3%

-0.1 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

−8.3K

by institutions in Q2 2026

New / sold out

6 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Advisors Asset Management, Inc. +73.5K
Wolverine Asset Management LLC NEW +50.7K

Biggest sellers in Q2 2026

LPL Financial LLC −148.5K
Osaic Holdings, Inc. −15.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Virtus Diversified Income & Convertible Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Virtus Diversified Income & Convertible Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years60% 3–5 years17% 1–3 years12% Under 1 year12%

Quarterly turnover

8.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ACV on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WF Wells Fargo & Company/mn	461.8K	4.44%	−4.4K (−0.9%)	≤2021	0.0%
Shares held by quarter Peak holding527.7K (Q2'25) Change over 8 quarters−28.5K Share of the company4.440% Wells Fargo & Company/mn's full portfolio →
AA Advisors Asset Management, Inc.	340.1K	3.27%	+73.5K (+27.6%)	2022	0.2%
Shares held by quarter Peak holding340.1K (Q2'26) Change over 8 quarters+94.2K Share of the company3.270% Advisors Asset Management, Inc.'s full portfolio →

Wells Fargo & Company/mn

461.8K

% of company

4.44%

Change vs last qtr

−4.4K (−0.9%)

Held since

≤2021

Advisors Asset Management, Inc.

340.1K

% of company

3.27%

Change vs last qtr

+73.5K (+27.6%)

Held since

2022

26 more super investors behind a free account

See every manager holding Virtus Diversified Income & Convertible Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ACV on Form N-PORT; together they hold 1.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
CS Cornerstone Strategic Investment Fund , Inc Cornerstone Strategic Investment Fund , Inc.	$1.97M	144.2K	1.39%	0.10%	June 30, 2025
CT Cornerstone Total Return Fund, Inc. Cornerstone Total Return Fund, Inc.	$379K	26.7K	0.26%	0.04%	June 30, 2025

Cornerstone Strategic Investment Fund , Inc

Cornerstone Strategic Investment Fund , Inc.

Position value

$1.97M

% of company

1.39%

% of the fund

0.10%

As of

June 30, 2025

Cornerstone Total Return Fund, Inc.

Position value

$379K

% of company

0.26%

% of the fund

0.04%

As of

June 30, 2025

1 more funds behind a free account

See every fund holding Virtus Diversified Income & Convertible Fund and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KJ Kass Justin Insider	4.7K	0.05%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.050% Kass Justin's insider activity →
MC Mcdaniel Connie D Insider	458	0.00%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.000% Mcdaniel Connie D's insider activity →

Kass Justin

Insider

4.7K

% of company

0.05%

Change vs last qtr

—

Held since

—

Mcdaniel Connie D

Insider

458

% of company

0.00%

Change vs last qtr

—

Held since

—

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