Industry n/a · SIC —

Virtus Diversified Income & Convertible Fund

ACV

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Latest revenue

as of

Latest net income

as of

Net margin

as of

9.7
of 10

ActaClear Score

Strong
#83 of 4096 in industry
new
Profitability·25%
Growth·15%
Value·20%
9.8
Quality·20%
Momentum·20%
9.6

Computed from 5 years of SEC fundamentals + latest market data, ranked within industry (4096 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

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Price · 5Y

+11.2% / yr 8.5 pts / yr vs S&P 500 46.4% total
Compare:

Live market

delayed ≤15 min
$27.15
0.69%
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
9.4%
52-wk high
$29.04
52-wk low
$21.74
Beta
Shares out

5-year trend

No quarterly data ingested yet for this company.

About ACV

Business description and risk factors will appear here once ACV's latest filing is fully ingested.

Earnings tracker

Not enough quarterly history for ACV yet to draw an earnings tracker.

Industry trend

Industry · SIC

No data yet for industry average

Your notes

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Insider activity

Insider buying

$5.2K

Insider selling

$0

Net activity

+$5.2K

Distinct insiders

1

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2025-06-17

Connie D Mcdaniel

Director

Purchase237$21.89$5.2K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ACV

Institutional value

$26.9M

Total shares held

1.1M

Distinct holders

21

-18 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1WELLS FARGO & COMPANY/MN466.2K$11.3M+3.5K (+0.8%)Added
2LPL Financial LLC292.1K$7.1M-6.8K (-2.3%)Trimmed
3Emissary Wealth LLC78.6K$1.9M-856 (-1.1%)Trimmed
4PMG Family Office LLC43.0K$1.0M+639 (+1.5%)Added
5WORLD EQUITY GROUP, INC.34.4K$835.7K+4.5K (+15.2%)Added
6Apollon Wealth Management, LLC25.6K$622.6K+1.7K (+7.0%)Added
7DAVENPORT & Co LLC25.5K$620.3K+0 (+0.0%)No change
8Gilliland Jeter Wealth Management LLC25.1K$611.1K+51 (+0.2%)Added
9B. Riley Wealth Advisors, Inc.25.2K$598.8K+652 (+2.7%)Added
10STIFEL FINANCIAL CORP21.5K$521.8K+3.1K (+16.6%)Added
11Invesco Ltd.19.5K$474.6K-1.1K (-5.2%)Trimmed
12D.A. DAVIDSON & CO.14.2K$345.0K+5.1K (+56.5%)Added
13COMMONWEALTH EQUITY SERVICES, LLC9.9K$240.1K-3.4K (-25.3%)Trimmed
14ENVESTNET ASSET MANAGEMENT INC9.3K$226.0KNew
15UBS Group AG5.5K$133.3K-6.3K (-53.6%)Trimmed
16Steward Partners Investment Advisory, LLC3.4K$82.6K+0 (+0.0%)No change
17Farther Finance Advisors, LLC2.0K$48.4K+0 (+0.0%)No change
18Westside Investment Management, Inc.1.9K$45.4K+0 (+0.0%)No change
19CENTRAL TRUST Co1.5K$36.5KNew
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.1K$26.0K-1.7K (-61.8%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once ACV's latest filing finishes processing.

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