DOSSIER · 13F Holders · Q1 2026
PCLO

VIRTUS ETF TR II

14 institutions still hold VIRTUS ETF TR II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92790A850·14 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$5M
visible holders
Holders
14
filers reporting
Concentration
22.18%
Virtus Fixed Income Advisers, LLC #1
top holder share
AI Holders Summary · Q1 2026

14 institutions reported PCLO in Q1 2026. Virtus Fixed Income Advisers, LLC leads at 22.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Virtus Fixed Income Advisers, LLC
CIK 0002079921
$1M48K0.97%Q1 2026
02
Silvant Capital Management LLC
CIK 0001738728
$895K36K0.03%Q1 2026
03
ROYAL BANK OF CANADA
CIK 0001000275
$720K29K0.00%Q1 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$621K25K0.00%Q1 2026
05
VestGen Advisors, LLC
CIK 0002050130
$353K14K0.01%Q1 2026
06
Inspire Advisors, LLC
CIK 0001810558
$352K14K0.03%Q1 2026
07
GOLDMAN SACHS GROUP INC
CIK 0000886982
$350K14K0.00%Q1 2026
08
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$274K11K0.00%Q1 2026
09
TritonPoint Partners, LLC
CIK 0002111167
$203K8K0.07%Q1 2026
10
AllSquare Wealth Management LLC
CIK 0001633674
$200K8K0.11%Q3 2025
11
EverSource Wealth Advisors, LLC
CIK 0001710537
$175K7K0.01%Q2 2026
12
Steward Partners Investment Advisory, LLC
CIK 0001723397
$41K2K0.00%Q1 2026
13
UBS Group AG
CIK 0001610520
$5K2130.00%Q1 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025