NCZ
Virtus Convertible & Income Fund II
$15.63
+1.49%
$1.2B
No data for this timeframe.
Vol
Market Cap$1.2B
Cap SizeSmall Cap
Inst. Holders21 funds
Inst. Value$50.4M
Inst. Activity1 buys / 2 sells
Recent Activity
Inst.
BANK OF AMERICA CORP — TRIM
40,922 shares ($548.8K)
Inst.
Invesco Ltd. — TRIM
33,607 shares ($450.7K)
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $39.2M | NEW |
| GUGGENHEIM CAPITAL LLC | $3.6M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | — |
| ROYAL BANK OF CANADA | $999.0K | — |
| RAYMOND JAMES FINANCIAL INC | $780.1K | — |
21 institutional holders with $50.4M total value (3,755,296 shares) as of 2026-Q1. Top holders: MORGAN, GUGGENHEIM, ENVESTNET. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,925,981 | $39.2M | 77.9% | NEW |
| 2 | GUGGENHEIM CAPITAL LLC | 265,064 | $3.6M | 7.1% | ADD +33.3% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 88,831 | $1.2M | 2.4% | — |
| 4 | ROYAL BANK OF CANADA | 74,505 | $999.0K | 2.0% | — |
| 5 | RAYMOND JAMES FINANCIAL INC | 58,172 | $780.1K | 1.5% | — |
| 6 | WOLVERINE ASSET MANAGEMENT LLC | 57,437 | $770.2K | 1.5% | DOUBLED +171.7% |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 55,229 | $761.6K | 1.5% | — |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46,403 | $622.3K | 1.2% | — |
| 9 | BANK OF AMERICA CORP /DE/ | 40,922 | $548.8K | 1.1% | TRIM -67.8% |
| 10 | Merit Financial Group, LLC | 36,654 | $491.5K | 1.0% | DOUBLED +220.8% |
| 11 | Invesco Ltd. | 33,607 | $450.7K | 0.9% | TRIM -40.2% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 29,261 | $392.4K | 0.8% | TRIM -52.7% |
| 13 | Baird Financial Group, Inc. | 21,554 | $289.0K | 0.6% | — |
| 14 | WELLS FARGO & COMPANY/MN | 15,851 | $212.6K | 0.4% | ADD +26.7% |
| 15 | CWM, LLC | 1,900 | $25.5K | 0.1% | ADD +57.5% |
| 16 | FIFTH THIRD BANCORP | 1,598 | $21.4K | 0.0% | — |
| 17 | Allworth Financial LP | 1,412 | $18.9K | 0.0% | — |
| 18 | BlackRock, Inc. | 585 | $7.8K | 0.0% | — |
| 19 | Rockefeller Capital Management L.P. | 220 | $3.0K | 0.0% | — |
| 20 | ASSETMARK, INC | 109 | $1.5K | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | TRIM | 127,229 | 40,922 | -67.8% | $548.8K | 2026-Q1 |
| Invesco Ltd. | TRIM | 56,243 | 33,607 | -40.2% | $450.7K | 2026-Q1 |
| CWM, LLC | ADD | 1,206 | 1,900 | +57.5% | $25.5K | 2026-Q1 |
| Invesco Ltd. | TRIM | 97,946 | 56,243 | -42.6% | $775.0K | 2025-Q4 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 19,405 | 52,729 | +171.7% | $726.6K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 64,508 | 125,244 | +94.2% | $1.7M | 2025-Q3 |
| GUGGENHEIM CAPITAL LLC | ADD | 90,802 | 121,053 | +33.3% | $1.7M | 2025-Q3 |
| WOLVERINE ASSET MANAGEMENT LLC | TRIM | 31,679 | 19,405 | -38.7% | $265.5K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 10,732 | 13,594 | +26.7% | $186.0K | 2025-Q3 |
| Mariner, LLC | TRIM | 14,146 | 10,498 | -25.8% | $143.6K | 2025-Q3 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 58,699 | 27,750 | -52.7% | $380.00 | 2025-Q3 |
| FMR LLC | NEAR_EXIT | 50 | 3 | -94.0% | $41.00 | 2025-Q3 |
| CWM, LLC | ADD | 515 | 1,024 | +98.8% | $14.00 | 2025-Q3 |
| Merit Financial Group, LLC | DOUBLED | 12,011 | 38,529 | +220.8% | $494.7K | 2025-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC | TRIM | 60,799 | 31,679 | -47.9% | $406.8K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 14,758 | 10,732 | -27.3% | $137.8K | 2025-Q2 |
| MORGAN STANLEY | NEW | — | 3,060,991 | — | $35.4M | 2025-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.