13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
VSHY

VIRTUS ETF TR II

15 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 92790A207·15 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.5%
vs prior quarter
13F value held
$26M
62.0% inst. owned
of float
Holders
15
-126 QoQ
filers reporting
Activity
+99 / −42
+858 added · −794 reduced
this quarter
Concentration
94.31%
Virtus Fixed Income Advisers, LLC #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported VSHY in Q1 2026. Virtus Fixed Income Advisers, LLC leads at 94.3% of the visible book. -126 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Virtus Fixed Income Advisers, LLC
CIK 0002079921
$24M1.1M19.91%Q1 202602
&PARTNERS
CIK 0000107136
$575,73727K0.00%Q1 202603
VestGen Advisors, LLC
CIK 0002050130
$526,75624K0.01%Q1 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$325,25315K0.00%Q1 202605
Western Wealth Management, LLC
CIK 0001767902
$13,2296150.00%Q1 202606
AE Wealth Management LLC
CIK 0001697723
$13,0576070.00%Q1 202607
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$7,2273360.01%Q1 202608
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7,1203310.00%Q1 202609
CoreCap Advisors, LLC
CIK 0001902501
$1,678780.00%Q1 202610
Semmax Financial Advisors Inc.
CIK 0001767301
$760350.00%Q2 202511
VIRTUS ADVISERS, LLC
CIK 0001587281
$731340.00%Q1 202612
Elevated Capital Advisors, LLC
CIK 0001802387
$538250.00%Q1 202613
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$37217K0.01%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$700.00%Q1 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025