Comparable stake leader
SIT INVESTMENT ASSOCIATES INC
SEC ownership of Virtus Global Multi-Sector Income Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001528811.
Disclosed value leader
SIT INVESTMENT ASSOCIATES INC
Comparable rows
36/39
Latest evidence
30 Jun 2026
- Public ticker
- VGI on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
SIT INVESTMENT ASSOCIATES INC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
36 of 39
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
SIT INVESTMENT ASSOCIATES INC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001528811
- Issuer location
- Greenfield, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Virtus Global Multi-Sector Income Fund (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
SIT INVESTMENT ASSOCIATES...
Disclosed value leader
SIT INVESTMENT ASSOCIATES...
Comparable rows
36/39
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 18%
3 rows are not safely comparable across share classes.
13D/G row: SIT INVESTMENT ASSOCIATES INC
Showing 1-8 of 39 holder rows.
Quick read
SIT INVESTMENT ASSOCIATES INC leads the comparable SEC ownership view at 18%.
36 of 39 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens SIT INVESTMENT ASSOCIATES INC's linked filing trail.
Comparable ownership
Top 5
SIT INVESTMENT ASSOCIATES INC
18%
LPL Financial LLC
3%
MORGAN STANLEY
2.8%
Shaker Financial Services, LLC
1.9%
CoreCap Advisors, LLC
1.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 39 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13D/G
13F
Company
|
18%
|
$15,927,062
2,057,760 shares
|
$0 | 31 Dec 2025 |
| LPL Financial LLC |
13F
Company
|
3%
|
$2,585,325
344,710 shares
|
— | 30 Jun 2026 |
| MORGAN STANLEY |
13F
Company
|
2.8%
|
$2,408,749
321,166 shares
|
— | 30 Jun 2026 |
| Shaker Financial Services, LLC |
13F
Company
|
1.9%
|
$1,609,845
214,646 shares
|
— | 30 Jun 2026 |
| CoreCap Advisors, LLC |
13F
Company
|
1.5%
|
$1,300,710
173,428 shares
|
— | 30 Jun 2026 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
1.5%
|
$1,269,795
169,306 shares
|
— | 30 Jun 2026 |
| Fiera Capital Corp |
13F
Company
|
1.4%
|
$1,161,735
154,898 shares
|
— | 30 Jun 2026 |
| Cambridge Investment Research Advisors, Inc. |
13F
Company
|
1.1%
|
$924,000
123,258 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 25 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-5 of 5 reporting-owner rows connected to Virtus Global Multi-Sector Income Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
5
Largest Forms 3/4/5 holder
Connie D. Mcdaniel
Net 12M change
$0
Latest report
25 Mar 2022
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Connie D. Mcdaniel | Director | $26,482 | Filing P/S | 25 Mar 2022 | ||
| Sarah E. Cogan | Director | $19,238 | Mixed | 13 Jan 2022 | ||
| F. Ford Drummond | Director | $7,869 | Mixed | 01 Jul 2021 | ||
| Richard W. Smirl | Evp | Mixed | 19 May 2021 | |||
| Deborah A. DeCotis | Director | Mixed | 01 Jul 2021 |
Recent insider transactions for Virtus Global Multi-Sector Income Fund
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.