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Stocks / Virtus ETF Tr II
Institutional Ownership

Virtus ETF Tr II

CUSIP 92790A405SEIX SR LN ETFSEIXQ1 2026

13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
14.5%
Max % of class reported
Institutional Holders
67
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

4 filings · latest Jan 14, 2026

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#FiledReporting PersonForm% of ClassSharesFiling
1Jan 14, 2026First Trust Portfolios L.P.13G/A14.5%1.66MSEC
2Oct 17, 2025First Trust Portfolios L.P.13G/A12.1%1.67MSEC
3Jul 7, 2025First Trust Portfolios L.P.13G/A10.5%1.37MSEC
4Oct 25, 2024First Trust Portfolios LP13G5.8%454.6KSEC

Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Destiny Wealth Partners, LLC738.4K$17.03M
2Envestnet Asset Management Inc442.9K$10.21M
3Ae Wealth Management LLC392.1K$9.04M
4Virtus Fixed Income Advisers, LLC386.8K$8.92M
5Ignite Planners, LLC358.1K$8.28M
6Advisornet Financial, Inc251.1K$5.79M
7Foundations Investment Advisors, LLC217.2K$5.01M
8Tower Research Capital LLC (Trc)192.3K$4.44M
9Illumine Investment Management, LLC165.9K$3.83M
10Cetera Investment Advisers153.4K$3.54M