13FBOX
VIRTUS LIFESCI BIOTECH CLINICAL TRIALS ETF · 13F Institutional Holdings
Options Calculator Rankings
V

VIRTUS LIFESCI BIOTECH CLINICAL TRIALS ETF

BBC
Institutions
22
Combined AUM (Q2 2026)
$20.0M
Combined Shares (Q2 2026)
379,242
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+130,479
14 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-42,731
8 · 6 Exit · ≈
⚖️ Net
+87,748
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$20.0M
Institutions
22
New Buys
8
Adds
6
Reduces
2
Exits
6
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Kera Capital Partners, Inc.
0.51%0.46%#1$5.3M101,003$3.7M89,364+11,639+13.02%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%#7$3.6M68,536$00+68,536New Buy
Militia Capital Management LLC
0.07%0.19%#2$2.4M45,663$1.9M45,66300.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#12$2.3M42,736$1.2M28,084+14,652+52.17%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#13$2.1M38,960$2.2M52,053-13,093-25.15%Reduce
Quantinno Capital Management LP
<0.01%<0.01%#10$1.2M23,009$806,79819,383+3,626+18.71%Add
MORGAN STANLEY
<0.01%<0.01%#16$791,66415,026$293,14810,740+4,286+39.91%Add
LPL Financial LLC
<0.01%<0.01%#14$649,56712,329$517,47012,432-103-0.83%Reduce
GOLDMAN SACHS GROUP INC
<0.01%#17$456,9998,674$00+8,674New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#11$235,1754,463$31,527757+3,706+489.56%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%#15$234,3484,448$00+4,448New Buy
Worth Asset Management, LLC
0.07%#3$215,6444,093$00+4,093New Buy
Operose Advisors LLC
0.02%#5$119,8082,274$00+2,274New Buy
UBS Group AG
<0.01%<0.01%#20$110,4302,096$5,661136+1,960+1,441.18%Add
Global Assets Advisory, LLC
<0.01%<0.01%#9$106,0002,000$104,1382,00000.00%Unchanged
Institute for Wealth Management, LLC.
0.01%#6$99,5771,890$00+1,890New Buy
Dynamic Wealth Strategies, LLC
0.03%0.02%#4$48,840927$38,58592700.00%Unchanged
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#8$28,533545$00+545New Buy
GROUP ONE TRADING LLC
<0.01%<0.01%#18$15,806300$12,48730000.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#21$7,903150$00+150New Buy
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#19$5,795110$4,57911000.00%Unchanged
Allworth Financial LP
<0.01%<0.01%#22$52710$4171000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow