HolderBook

ETFIS SER TR I (VPC)

Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.

19
Reporting holders
$6.9M
Reported value
0.0%
Held as options
-2
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

FilerValueShares Their book Held Change
Rockefeller Capital Management L.P.$2.8M187,2150.00%4q+35.3%+$730.4K
Cetera Investment Advisers$1.2M78,4800.00%9q-18.5%-$265.4K
RAYMOND JAMES FINANCIAL INC$682.1K45,6490.00%7q-10.8%-$82.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$443.6K29,6890.00%4q+59.5%+$165.5K
JPMORGAN CHASE & CO$338.3K22,6920.00%newNEW
ENVESTNET ASSET MANAGEMENT INC$336.4K22,5150.00%7q+6.2%+$19.7K
LPL Financial LLC$256.2K17,1490.00%6q-4.6%-$12.5K
CITADEL ADVISORS LLC$220.3K14,7420.00%2q+18.7%+$34.8K
COMMONWEALTH EQUITY SERVICES, LLC$203.1K13,5940.00%8q+1.2%+$2.3K
MML INVESTORS SERVICES, LLC$185.2K12,3930.00%5q+6.9%+$11.9K
OSAIC HOLDINGS, INC.$120.1K8,0390.00%26q-17.6%-$25.7K
MORGAN STANLEY$46.1K3,0820.00%14q+8.0%+$3.4K
Triumph Capital Management$40.0K2,6750.01%3q+3.9%+$1.5K
HARBOUR INVESTMENTS, INC.$9.2K6140.00%21qHELD
ROYAL BANK OF CANADA$5.0K3310.00%26q+17.0%
Smartleaf Asset Management LLC$671450.00%3qHELD
VIRTUS ADVISERS, LLC$538360.00%6q-47.8%
WELLS FARGO & COMPANY/MN$2010.00%9qHELD
FMR LLC$1510.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202619$6.9M458,9422950.0%
Q1 202621$6.5M429,09525100.0%
Q4 202523$7.1M400,81931160.0%
Q3 202525$9.6M505,58651160.0%
Q2 202524$11.5M559,2292970.0%
Q1 202527$13.3M631,03671150.0%
Q4 202425$11.9M546,6314970.0%
Q3 202425$15.4M616,71061050.0%
Q2 202421$13.6M598,62371030.0%
Q1 202415$11.9M530,5445430.0%
Q4 202310$8.6M390,7444230.0%
Q3 202313$21.8M1,013,4717120.0%
Q2 20237$7.2M346,8380230.0%
Q1 202312$8.4M408,8954130.0%
Q4 202212$7.9M388,0283150.0%
Q3 202213$10.6M544,2851250.0%
Q2 202216$12.4M577,1562550.0%
Q1 202218$15.7M626,2873550.0%
Q4 202118$13.0M510,9866340.0%
Q3 202113$11.6M464,4413350.0%
Q2 202112$15.6M622,6613250.0%
Q1 202111$11.6M498,2882340.0%
Q4 202010$10.8M536,3543320.0%
Q3 20207$16.7M934,4590150.0%
Q2 202012$13.2M755,6233430.0%
Q1 202012$84.2M5,678,0566310.0%
Q4 20197$201.7M8,063,5625200.0%
Q3 20193$189.2M7,595,5681110.0%
Q2 20196$177.4M7,063,3774110.0%
Q1 20192$161.9M6,394,7112000.0%