VIRTUS ETF TR II (SDCP)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
4
Reporting holders
$3.8M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 61,398 | 0.00% | 4q | +4.4%+$65.5K |
| &PARTNERS | $1.6M | 60,826 | 0.01% | 4q | +4.1%+$61.6K |
| VestGen Advisors, LLC | $611.7K | 23,914 | 0.02% | 2q | +75.5%+$263.2K |
| Virtus Fixed Income Advisers, LLC | $14.1K | 552 | 0.01% | 5q | +1.8% |
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 | 4 | $3.8M | 146,690 | 0 | 4 | 0 | 0.0% |
| Q1 2026 | 4 | $3.4M | 131,419 | 1 | 3 | 0 | 0.0% |
| Q4 2025 | 4 | $3.2M | 125,546 | 0 | 2 | 1 | 0.0% |
| Q3 2025 | 4 | $3.0M | 117,685 | 2 | 2 | 0 | 0.0% |
| Q2 2025 | 3 | $503.2K | 19,411 | 2 | 0 | 0 | 0.0% |
| Q3 2024 | 1 | $252.2K | 9,677 | 0 | 1 | 0 | 0.0% |
| Q2 2024 | 1 | $207.0K | 8,061 | 0 | 1 | 0 | 0.0% |
| Q1 2024 | 2 | $215.1K | 8,343 | 2 | 0 | 0 | 0.0% |