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Virtus Dividend, Interest & Premium Strategy Fund

Institutional holders · 13F as of Dec 31, 2025

129 holders

HolderValueShares% of shares
Morgan Stanley$139.75M10,841,427—
Saba Capital Management, L.P.$111.37M8,640,031—
BANK OF AMERICA CORP /DE$37.56M2,913,921—
Allspring Global Investments Holdings, LLC$21.29M1,651,888—
STIFEL FINANCIAL CORP$16.62M1,289,025—
Invesco Ltd.$16.53M1,282,479—
Focus Partners Wealth$12.64M980,837—
LPL Financial LLC$11.33M745,664—
Advisors Asset Management, Inc.$10.88M862,480—
CAPSTONE INVESTMENT ADVISORS, LLC$6.79M526,672—
Royal Bank of Canada$6.42M509,218—
Pathstone Holdings, LLC$6.28M487,016—
GUGGENHEIM CAPITAL LLC$5.67M449,895—
RAYMOND JAMES FINANCIAL INC$5.60M434,459—
KARPUS MANAGEMENT, INC.$5.32M413,044—
WELLS FARGO & COMPANY/MN$5.03M390,131—
UBS Group AG$4.04M313,249—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$3.64M288,968—
Shaker Financial Services, LLC$2.86M221,869—
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.73M211,538—
Creative Planning$2.52M195,498—
OSAIC HOLDINGS, INC.$2.38M184,841—
EVOLVE PRIVATE WEALTH, LLC$2.23M173,050—
Integrated Wealth Concepts LLC$1.71M132,359—
Kestra Advisory Services, LLC$1.57M121,725—
NewEdge Advisors, LLC$1.35M104,722—
Modern Wealth Management, LLC$1.30M100,829—
D.A. DAVIDSON & CO.$1.21M96,040—
CHOREO, LLC$1.03M79,251—
Opal Wealth Advisors, LLC$960.6K74,520—
&PARTNERS$842.5K66,816—
Merit Financial Group, LLC$797.2K61,845—
BENJAMIN EDWARDS INC$792.6K61,480—
Cetera Investment Advisers$745.3K57,824—
Fund Advisors of America Inc/FL$741.5K57,526—
Baird Financial Group, Inc.$724.7K56,225—
Beckerman Institutional, LLC$719.8K55,843—
STEPHENS INC /AR$694.3K53,864—
ACCREDITED INVESTOR SERVICES, LLC$637.7K49,472—
Advisor OS, LLC$636.8K49,405—
WealthShield Partners, LLC$630.3K48,901—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$617.8K46,771—
JANE STREET GROUP, LLC$613.2K47,571—
Closed-End Fund Advisors, Inc.$605.1K46,947—
Global Retirement Partners, LLC$595.8K46,221—
Pointe Capital Management LLC$548.5K42,556—
UHLMANN PRICE SECURITIES, LLC$544.4K43,174—
COMMONWEALTH EQUITY SERVICES, LLC$536.5K41,621—
SEVEN MILE ADVISORY$533.8K41,411—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$508.8K39,471—
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