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Virtus Dividend, Interest & Premium Strategy Fund

Institutional holders · 13F as of Dec 31, 2025

129 holders

HolderValueShares% of shares
United Community Bank$21.3K1,650
WHITTIER TRUST CO OF NEVADA INC$20.8K1,636
CHESAPEAKE ASSET MANAGEMENT LLC$20.8K1,648
Wealth Watch Advisors, INC$19.1K1,485
Arax Advisory Partners$16.8K1,302
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$12.9K1,000
Larson Financial Group LLC$12.9K1,000
CREATIVE FINANCIAL DESIGNS INC /ADV$11.6K897
SOA Wealth Advisors, LLC.$9.1K704
JPMORGAN CHASE & CO$8.6K667
Penserra Capital Management LLC$7.0K541,612
Modus Advisors, LLC$6.4K500
Pinnacle Bancorp, Inc.$5.9K456
Farther Finance Advisors, LLC$5.8K452
Fortis Group Advisors, LLC$3.2K250
HIGHLINE WEALTH PARTNERS LLC$3.2K250
Key FInancial Inc$2.5K196
THRIVENT FINANCIAL FOR LUTHERANS$2.0K156,164
HARBOUR INVESTMENTS, INC.$1.9K150
FIFTH THIRD BANCORP$1.1K87
Cambridge Investment Research Advisors, Inc.$63549,274
PARK AVENUE SECURITIES LLC$52041,275
Tower Research Capital LLC (TRC)$30924
Janney Montgomery Scott LLC$23018,229
M Holdings Securities, Inc.$23017,809
FMR LLC$19315
WEDBUSH SECURITIES INC$13310,514
CWM, LLC$413,183
TSFG, LLC$131,000
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