Institutional Ownership Etfis Ser Tr I Virtus Private (VPC)
This table provides information about the institutional ownership of Etfis Ser Tr I Virtus Private (VPC). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 668,773 shares, which have been reported (via 13F filing form) to have a value of $15 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
158,085
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
102,117
shares
|
$2.3 Million
0.63% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
90,122
shares
|
$2.03 Million
0.47% of portfolio
|
Q3 2024
Added 25.92%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
52,819
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
52,064
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
31,317
shares
|
$705,572
0.24% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
31,171
shares
|
$702,282
0.05% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
24,552
shares
|
$553,156
0.02% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,273
shares
|
$411,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,447
shares
|
$393,080
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
17,203
shares
|
$387,583
0.09% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,207
shares
|
$365,143
0.0% of portfolio
|
Q3 2024
Reduced 47.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
10,652
shares
|
$239,989
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
9,824
shares
|
$221,334
0.0% of portfolio
|
Q3 2024
Added 976.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
9,054
shares
|
$203,986
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,968
shares
|
$202,049
0.0% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
8,000
shares
|
$180,240
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
5,000
shares
|
$112,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,916
shares
|
$88,227
0.0% of portfolio
|
Q3 2024
Added 502.46%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
896
shares
|
$20,186
0.0% of portfolio
|
Q3 2024
Added 796.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
648
shares
|
$14,599
0.0% of portfolio
|
Q2 2024
Reduced 31.36%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
225
shares
|
$5,069
0.0% of portfolio
|
Q3 2024
Reduced 56.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
188
shares
|
$4,235
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
25
shares
|
$563
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|