VIRTUS ETF TR II (PCLO)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
8
Reporting holders
$4.6M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Virtus Fixed Income Advisers, LLC | $1.2M | 48,000 | 0.75% | 4q | HELD |
| Silvant Capital Management LLC | $896.1K | 36,000 | 0.03% | 7q | HELD |
| ROYAL BANK OF CANADA | $709.0K | 28,497 | 0.00% | 7q | -1.6%-$11.3K |
| VestGen Advisors, LLC | $614.8K | 24,699 | 0.02% | 2q | +74.8%+$263.2K |
| Inspire Advisors, LLC | $501.3K | 20,140 | 0.03% | 2q | +42.1%+$148.6K |
| JANE STREET GROUP, LLC | $463.9K | 18,636 | 0.00% | 6q | -25.3%-$157.4K |
| EverSource Wealth Advisors, LLC | $175.0K | 7,031 | 0.01% | 6q | -4.2%-$7.7K |
| Steward Partners Investment Advisory, LLC | $41.1K | 1,650 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $592 | 23,768 | 0.00% | 3q | +115.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 8 | $4.6M | 184,653 | 0 | 2 | 3 | 0.0% |
| Q1 2026 | 12 | $5.2M | 207,355 | 4 | 3 | 3 | 0.0% |
| Q4 2025 | 8 | $4.2M | 168,959 | 0 | 2 | 3 | 0.0% |
| Q3 2025 | 10 | $5.3M | 212,904 | 3 | 2 | 3 | 0.0% |
| Q2 2025 | 8 | $7.9M | 318,090 | 1 | 3 | 3 | 0.0% |
| Q1 2025 | 7 | $7.0M | 280,127 | 4 | 2 | 0 | 0.0% |
| Q4 2024 | 3 | $4.5M | 181,428 | 3 | 0 | 0 | 0.0% |