13FBOX
VIRTUS ETF TR II · 13F Institutional Holdings
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V

VIRTUS ETF TR II

VSHY
Institutions
12
Combined AUM (Q2 2026)
$27.0M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+56,560
6 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-32,749
9 · 5 Exit · ≈
⚖️ Net
+23,811
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$27.0M
Institutions
12
New Buys
4
Adds
2
Reduces
4
Exits
5
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Virtus Fixed Income Advisers, LLC
15.55%0.24%#1$24.6M1.1M$24.4M1.1M-18-0.00%Reduce
VestGen Advisors, LLC
0.02%0.01%#3$791,76936,447$526,75624,235+12,212+50.39%Add
&PARTNERS
<0.01%<0.01%#5$576,81826,552$575,73726,783-231-0.86%Reduce
Outlook Wealth Advisors, LLC
0.11%#2$530,89524,438$00+24,438New Buy
NewEdge Advisors, LLC
<0.01%#6$380,54217,517$00+17,517New Buy
ROYAL BANK OF CANADA
<0.01%#11$42,0001,917$00+1,917New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#8$17,510806$7,120331+475+143.50%Add
AE Wealth Management LLC
<0.01%<0.01%#9$12,643582$13,057607-25-4.12%Reduce
Quest 10 Wealth Builders, Inc.
0.01%0.01%#4$7,234333$7,227336-3-0.89%Reduce
CoreCap Advisors, LLC
<0.01%<0.01%#10$1,69478$1,6787800.00%Unchanged
Elevated Capital Advisors, LLC
<0.01%<0.01%#7$54325$5382500.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%#12$281$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow