VIRTUS ETF TR II (VSHY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
12
Reporting holders
$27.0M
Reported value
0.0%
Held as options
-1
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 | $24.6M | 1,134,074 | 15.55% | 5q | HELD |
| VestGen Advisors, LLC | $791.8K | 36,447 | 0.02% | 2q | +50.4%+$265.3K |
| &PARTNERS | $576.8K | 26,552 | 0.00% | 6q | -0.9%-$5.0K |
| Outlook Wealth Advisors, LLC | $530.9K | 24,438 | 0.11% | new | NEW |
| NewEdge Advisors, LLC | $380.5K | 17,517 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $42.0K | 1,917 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $17.5K | 806 | 0.00% | 5q | +143.5%+$10.3K |
| AE Wealth Management LLC | $12.6K | 582 | 0.00% | 7q | -4.1% |
| Quest 10 Wealth Builders, Inc. | $7.2K | 333 | 0.01% | 7q | -0.9% |
| CoreCap Advisors, LLC | $1.7K | 78 | 0.00% | 10q | HELD |
| Elevated Capital Advisors, LLC | $543 | 25 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $28 | 1 | 0.00% | 13q | HELD |
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 | 12 | $27.0M | 1,242,770 | 3 | 2 | 3 | 0.0% |
| Q1 2026 | 13 | $25.9M | 1,202,271 | 4 | 1 | 1 | 0.0% |
| Q4 2025 | 13 | $25.8M | 1,182,800 | 2 | 1 | 3 | 0.0% |
| Q3 2025 | 14 | $26.3M | 1,196,491 | 1 | 3 | 2 | 0.0% |
| Q2 2025 | 17 | $26.3M | 1,203,682 | 3 | 2 | 3 | 0.0% |
| Q1 2025 | 14 | $25.7M | 1,186,020 | 3 | 1 | 4 | 0.0% |
| Q4 2024 | 12 | $692.6K | 31,924 | 2 | 2 | 2 | 0.0% |
| Q3 2024 | 10 | $418.2K | 19,050 | 1 | 2 | 1 | 0.0% |
| Q2 2024 | 13 | $1.7M | 80,069 | 3 | 3 | 4 | 0.0% |
| Q1 2024 | 12 | $1.8M | 81,725 | 3 | 1 | 5 | 0.0% |
| Q4 2023 | 12 | $2.2M | 102,548 | 3 | 3 | 3 | 0.0% |
| Q3 2023 | 9 | $1.5M | 71,419 | 0 | 2 | 4 | 0.0% |
| Q2 2023 | 9 | $2.1M | 100,659 | 1 | 1 | 3 | 0.0% |
| Q1 2023 | 9 | $1.4M | 68,259 | 1 | 1 | 4 | 0.0% |
| Q4 2022 | 12 | $1.5M | 71,435 | 5 | 3 | 3 | 0.0% |
| Q3 2022 | 9 | $1.2M | 59,667 | 1 | 2 | 3 | 0.0% |
| Q2 2022 | 11 | $1.3M | 64,279 | 2 | 2 | 4 | 0.0% |
| Q1 2022 | 10 | $2.8M | 121,042 | 1 | 2 | 4 | 0.0% |
| Q4 2021 | 9 | $3.2M | 131,608 | 0 | 4 | 3 | 0.0% |
| Q3 2021 | 10 | $2.6M | 107,282 | 0 | 4 | 2 | 0.0% |
| Q2 2021 | 11 | $2.4M | 97,601 | 1 | 1 | 4 | 0.0% |
| Q1 2021 | 10 | $2.3M | 94,777 | 1 | 1 | 4 | 0.0% |
| Q4 2020 | 11 | $3.1M | 128,719 | 0 | 3 | 4 | 0.0% |
| Q3 2020 | 11 | $2.8M | 119,864 | 0 | 3 | 5 | 0.0% |
| Q2 2020 | 15 | $2.9M | 129,094 | 4 | 0 | 8 | 0.0% |
| Q1 2020 | 12 | $3.3M | 152,193 | 1 | 2 | 7 | 0.0% |
| Q4 2019 | 14 | $4.4M | 182,181 | 3 | 1 | 5 | 0.0% |
| Q3 2019 | 9 | $4.5M | 187,738 | 0 | 2 | 6 | 0.0% |
| Q2 2019 | 14 | $12.8M | 539,209 | 0 | 3 | 8 | 0.0% |
| Q1 2019 | 20 | $56.4M | 2,355,530 | 3 | 4 | 12 | 0.0% |
| Q4 2018 | 21 | $65.2M | 2,831,876 | 3 | 0 | 1 | 0.0% |