Institutional Ownership
Virtus ETF Tr II
CUSIP 92790A603NEWFLEET ABS MBSVABSQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
19.6%
Max % of class reported
Institutional Holders
12
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Jul 13, 2021
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 13, 2021 | Palladiem, LLC | 13G | 19.6% | 58.9K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Virtus Fixed Income Advisers, LLC | 2.68M | $64.82M |
| 2 | Stapp Wealth Management, Pllc | 92.6K | $2.24M |
| 3 | Pfg Advisors | 62.8K | $1.52M |
| 4 | Goldman Sachs Group Inc | 47.8K | $1.16M |
| 5 | Hightower Advisors, LLC | 36.0K | $870.5K |
| 6 | Vestgen Advisors, LLC | 28.9K | $699.5K |
| 7 | Envestnet Asset Management Inc | 28.6K | $691.0K |
| 8 | &Partners | 22.7K | $546.4K |
| 9 | Aaron Wealth Advisors LLC | 18.3K | $442.4K |
| 10 | Creative Financial Designs Inc /Adv | 6.6K | $158.8K |