Institutional Ownership
Virtus ETF Tr II
CUSIP 92790A504VIRTUS US QLTYJOETQ1 2026
Institutional Holders
52
13F filers
Shares Held
2.77M
Aggregate institutional
Institutional Value
$102.63M
Q1 2026
Net New Holders
+3
11 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased15
Decreased19
Sold out8
Institutional Holders
52 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 681.7K | $27.29M | −35.0K | Reduced |
| 2 | Wells Fargo & Company/Mn | 457.9K | $18.33M | −45.1K | Reduced |
| 3 | Lpl Financial LLC | 425.3K | $17.02M | +51.1K | Added |
| 4 | Bank Of America Corp /De/ | 162.0K | $6.48M | +12.2K | Added |
| 5 | Raymond James Financial Inc | 110.8K | $4.43M | −7.4K | Reduced |
| 6 | Cassady Wealth & Retirement Planning, LLC | 85.1K | $3.65M | +22.7K | Added |
| 7 | Apeiron Ria LLC | 58.1K | $2.33M | −5.9K | Reduced |
| 8 | Osaic Holdings, Inc. | 55.1K | $2.21M | −193 | Reduced |
| 9 | Wealth Management Partners, LLC | 53.2K | $2.13M | +11.7K | Added |
| 10 | Susquehanna International Group, LLP | 50.1K | $2.01M | +18.4K | Added |
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