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 29 institutions that hold shares in the stock, with a total of 629,747 shares, which have been reported (via 13F filing form) to have a value of $12.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
161,373
shares
|
$3.3 Million
0.78% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
78,074
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
47,581
shares
|
$972,555
0.21% of portfolio
|
Q2 2025
Added 58.06%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
46,650
shares
|
$953,526
0.0% of portfolio
|
Q2 2025
Added 19.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,576
shares
|
$890,693
0.0% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
38,901
shares
|
$795,136
0.0% of portfolio
|
Q2 2025
Added 44.87%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
25,920
shares
|
$529,804
0.17% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
25,600
shares
|
$523,264
0.07% of portfolio
|
Q1 2025
Added 70.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
20,979
shares
|
$428,810
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
20,336
shares
|
$415,667
0.0% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
19,686
shares
|
$402,381
0.0% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
18,441
shares
|
$376,934
0.0% of portfolio
|
Q2 2025
Added 62.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
15,977
shares
|
$326,569
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
13,854
shares
|
$283,175
0.01% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
11,918
shares
|
$243,603
0.0% of portfolio
|
Q2 2025
Added 2200.77%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,843
shares
|
$242,070
0.0% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,805
shares
|
$241,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
5,000
shares
|
$102,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,541
shares
|
$92,818
0.0% of portfolio
|
Q2 2025
Reduced 31.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,266
shares
|
$66,757
0.0% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,585
shares
|
$52,837
0.0% of portfolio
|
Q2 2025
Added 1297.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
614
shares
|
$12,550
0.0% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
611
shares
|
$12,488
0.0% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
450
shares
|
$9,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
100
shares
|
$2,044
0.0% of portfolio
|
Q2 2025
New holding
|