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 23 institutions that hold shares in the stock, with a total of 599,536 shares, which have been reported (via 13F filing form) to have a value of $13.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
152,872
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2024
Reduced 25.69%
|
|
Hedeker Wealth, LLC
|
Jul 19, 2024 Q2 2024 |
95,009
shares
|
$2.14 Million
0.65% of portfolio
|
Q2 2024
Added 4.58%
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
71,572
shares
|
$1.61 Million
0.41% of portfolio
|
Q2 2024
Added 77.18%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
56,976
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2024
Added 5.08%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
33,432
shares
|
$753,891
0.0% of portfolio
|
Q2 2024
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
32,410
shares
|
$730,845
0.05% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Provident Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
32,170
shares
|
$725,433
0.27% of portfolio
|
Q2 2024
Added 0.61%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
30,728
shares
|
$692,916
0.0% of portfolio
|
Q2 2024
Added 53.39%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
23,404
shares
|
$527,760
0.02% of portfolio
|
Q2 2024
Added 38.49%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
17,373
shares
|
$391,761
0.0% of portfolio
|
Q2 2024
New holding
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
16,909
shares
|
$381,297
0.1% of portfolio
|
Q2 2024
Added 9.03%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
15,130
shares
|
$341,181
0.01% of portfolio
|
Q2 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
8,968
shares
|
$202,228
0.0% of portfolio
|
Q2 2024
Added 9.82%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
8,926
shares
|
$201,281
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
913
shares
|
$20,588
0.0% of portfolio
|
Q2 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
650
shares
|
$14,657
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
648
shares
|
$14,612
0.0% of portfolio
|
Q2 2024
Reduced 31.36%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
646
shares
|
$14,567
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
513
shares
|
$11,568
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
187
shares
|
$4,216
0.0% of portfolio
|
Q4 2023
Reduced 98.93%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
100
shares
|
$2,255
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|