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Virtus Dividend, Interest & Premium Strategy Fund

Institutional holders · 13F as of Mar 31, 2026

129 holders

HolderValueShares% of shares
Ionic Capital Management LLC$504.4K40,000—
SAX WEALTH ADVISORS, LLC$464.5K36,035—
Mariner, LLC$443.8K35,758—
Diversify Advisory Services, LLC$435.8K32,769—
READYSTATE ASSET MANAGEMENT LP$419.3K32,530—
Avidian Wealth Enterprises, LLC$386.7K30,000—
ENVESTNET ASSET MANAGEMENT INC$383.7K29,771—
Sanctuary Advisors, LLC$372.8K28,921—
Venture Visionary Partners LLC$360.8K27,990—
COMERICA BANK$354.5K27,502—
Comprehensive Money Management Services LLC$322.9K25,050—
LEVEL FOUR ADVISORY SERVICES, LLC$295.8K22,949—
Private Advisor Group, LLC$286.4K22,217—
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$277.8K21,551—
NWF Advisory Services Inc.$264.2K20,500—
Pinnacle Wealth Planning Services, Inc.$259.4K17,078—
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$252.2K20,000—
Kovack Advisors, Inc.$245.8K19,069—
DAVENPORT & Co LLC$238.1K18,472—
Occidental Asset Management, LLC$237.9K15,664—
Stratos Wealth Partners, LTD.$230.5K17,880—
ASHTON THOMAS SECURITIES, LLC$224.6K17,425—
ELEVATION POINT WEALTH PARTNERS, LLC$223.2K17,318—
Vestmark Advisory Solutions, Inc.$223.2K17,318—
Capital Investment Advisors, LLC$221.6K17,191—
Rockefeller Capital Management L.P.$207.9K16,131—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$207.5K16,100—
Procyon Advisors, LLC$197.3K15,305—
Alteri Wealth LLC$179.1K13,893—
COMMERCE BANK$176.9K14,028—
Camelot Portfolios, LLC$173.3K13,443—
Steward Partners Investment Advisory, LLC$172.9K13,410—
HighTower Advisors, LLC$171.8K13,330—
Vanguard Capital Wealth Advisors$162.5K12,610—
CARY STREET PARTNERS FINANCIAL LLC$162.5K12,603—
AMERIPRISE FINANCIAL INC$153.1K11,879—
EQUITABLE HOLDINGS, INC.$151.7K11,771—
Berry Wealth Group, LP$150.8K11,701—
Dakota Wealth Management$143.3K11,119—
MGO ONE SEVEN LLC$137.4K10,661—
CHATHAM CAPITAL GROUP, INC.$126.1K10,000—
Colonial Trust Co / SC$112.6K8,863—
The PNC Financial Services Group, Inc.$109.6K7,213—
WPG Advisers, LLC$95.0K7,372—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$71.8K5,692—
Allworth Financial LP$41.7K3,235—
EverSource Wealth Advisors, LLC$38.2K2,965—
Wolverine Asset Management, LLC$34.4K2,730—
Accordant Advisory Group Inc$33.5K2,600—
TD Waterhouse Canada Inc.$23.1K1,800—
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