VGI institutional holders

VIRTUS GLOBAL MULTI-SECTOR I · 13F, 2026Q2

Managers holding36
Shares held4,460,608
Reported value$33.5m
Quarter flows3 new, 18 added, 10 trimmed, 1 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SIT INVESTMENT ASSOCIATES INC1,923,402$14.4m0.3%
LPL Financial LLC344,710$2.6m0.0%
MORGAN STANLEY321,166$2.4m0.0%
Cambridge Investment Research Advisors, Inc.246,516$1.8m0.0%
Shaker Financial Services, LLC214,646$1.6m0.5%
CoreCap Advisors, LLC173,428$1.3m0.0%
RAYMOND JAMES FINANCIAL INC169,306$1.3m0.0%
Fiera Capital Corp154,898$1.2m0.0%
STIFEL FINANCIAL CORP117,724$882,9710.0%
NewEdge Advisors, LLC116,433$873,2510.0%
OSAIC HOLDINGS, INC.89,694$672,6960.0%
1607 Capital Partners, LLC81,804$613,5300.1%
STEPHENS INC /AR/79,218$594,1350.0%
WELLS FARGO & COMPANY/MN73,945$554,5820.0%
Total Wealth Planning & Management, Inc.46,936$352,0200.2%
SeaCrest Wealth Management, LLC39,030$292,7250.0%
Kestra Advisory Services, LLC38,607$289,5550.0%
Cetera Investment Advisers26,717$200,3790.0%
Founders Financial Alliance, LLC24,467$183,4990.0%
Worth Asset Management, LLC24,412$183,0900.1%
UBS Group AG19,300$144,7500.0%
Van Diest Capital, LLC18,548$139,1140.1%
Kovack Advisors, Inc.18,049$135,2350.0%
ROYAL BANK OF CANADA16,751$126,0000.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP16,530$123,9750.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("VGI"). VGI price history · All 13F data

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