As of the latest SEC filings, VIRTUS OPPORTUNITIES TRUST (SHCDX) is held by 6 institutional funds. The largest fund shareholder is Virtus Global Allocation Fund (PALAX), holding an estimated $25,284,512.49 in market value, representing 17.24% of its portfolio.
Funds holding VIRTUS OPPORTUNITIES TRUST (SHCDX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SHCDX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PALAX
Virtus Global Allocation Fund
|
MF | Duff & Phelps / Virtus | 17.24% | $25,284,512.49 | 2,478,874 | Mar 31, 2026 | Jun 1, 2026 |
|
PDPAX
Virtus Duff & Phelps Real Asset Fund
|
MF | Duff & Phelps / Virtus | 32.82% | $15,980,686.89 | 967,354 | Mar 31, 2026 | May 29, 2026 |
|
PDPAX
Virtus Duff & Phelps Real Asset Fund
|
MF | Duff & Phelps / Virtus | 25.41% | $12,374,087.76 | 351,537 | Mar 31, 2026 | May 29, 2026 |
|
VSHCX
Virtus Stone Harbor Emerging Markets Debt Income Fund
|
MF | Duff & Phelps / Virtus | 1.83% | $6,196,699.55 | 699,402 | Feb 27, 2026 | Apr 28, 2026 |
|
VSHCX
Virtus Stone Harbor Emerging Markets Debt Income Fund
|
MF | Duff & Phelps / Virtus | 0.60% | $2,047,727.12 | 250,947 | Feb 27, 2026 | Apr 28, 2026 |
|
PDPAX
Virtus Duff & Phelps Real Asset Fund
|
MF | Duff & Phelps / Virtus | 1.59% | $774,941.51 | 92,255 | Mar 31, 2026 | May 29, 2026 |
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