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 16 institutions that hold shares in the stock, with a total of 530,540 shares, which have been reported (via 13F filing form) to have a value of $12.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
205,722
shares
|
$4.73 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
|
Hedeker Wealth, LLC
|
Apr 18, 2024 Q1 2024 |
90,845
shares
|
$2.09 Million
0.6% of portfolio
|
Q1 2024
Added 34.03%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
54,220
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.42%
|
|
|
Delta Investment Management, LLC
|
May 08, 2024 Q1 2024 |
40,394
shares
|
$927,850
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
32,491
shares
|
$746,318
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
31,975
shares
|
$734,465
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
20,032
shares
|
$460,135
0.0% of portfolio
|
Q1 2024
Added 36.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
16,900
shares
|
$388,193
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 23, 2024 Q1 2024 |
15,508
shares
|
$356,218
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
12,561
shares
|
$288,526
0.0% of portfolio
|
Q1 2024
Reduced 59.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
8,166
shares
|
$187,573
0.0% of portfolio
|
Q1 2022
Reduced 22.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
944
shares
|
$21,683
0.0% of portfolio
|
Q4 2023
Added 53.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
700
shares
|
$16,079
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
80
shares
|
$1,837
0.0% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2
shares
|
$45
0.0% of portfolio
|
Q4 2023
Reduced 92.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|