DOSSIER · 13F Holders · Q2 2026
VEMY

VIRTUS ETF TR II STONE HARBOR

10 institutions still hold VIRTUS ETF TR II STONE HARBOR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92790A801·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$10M
visible holders
Holders
10
filers reporting
Concentration
44.89%
Advisory Resource Group #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported VEMY in Q2 2026. Advisory Resource Group leads at 44.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Advisory Resource Group
CIK 0001764968
$5M158K0.68%Q2 2026
02
Client First Investment Management LLC
CIK 0002018284
$4M130K1.58%Q2 2026
03
VestGen Advisors, LLC
CIK 0002050130
$711K25K0.02%Q1 2026
04
Hidden Cove Wealth Management, LLC
CIK 0001963736
$402K14K0.22%Q2 2026
05
Essex Financial Services, Inc.
CIK 0001315785
$334K12K0.02%Q1 2026
06
Tactive Advisors, LLC
CIK 0002002409
$330K11K0.08%Q2 2026
07
Capital Analysts, LLC
CIK 0001624758
$51K2K0.00%Q1 2026
08
VIRTUS ADVISERS, LLC
CIK 0001587281
$4K1300.00%Q1 2026
09
Virtus Fixed Income Advisers, LLC
CIK 0002079921
$2K620.00%Q1 2026
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025