13 institutions reported holding $4.9M of VIRTUS ETF TR II (PCLO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Virtus Fixed Income Advisers, LLC ($1.2M), Silvant Capital Management LLC ($896,051), Royal Bank of Canada ($709,000), VestGen Advisors, LLC ($614,766), Inspire Advisors, LLC ($501,291). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Virtus Fixed Income Advisers, LLC | $1.2M | 48,000 | Hold |
| 2 | Silvant Capital Management LLC | $896,051 | 36,000 | Hold |
| 3 | Royal Bank of Canada | $709,000 | 28,497 | Trimmed |
| 4 | VestGen Advisors, LLC | $614,766 | 24,699 | Added |
| 5 | Inspire Advisors, LLC | $501,291 | 20,140 | Added |
| 6 | JANE STREET GROUP, LLC | $463,856 | 18,636 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $296,000 | 11,884 | Added |
| 8 | EverSource Wealth Advisors, LLC | $174,999 | 7,031 | Trimmed |
| 9 | Steward Partners Investment Advisory, LLC | $41,069 | 1,650 | Hold |
| 10 | UBS Group AG | $0 | 0 | Exited |
| 11 | Wealth Management Partners, LLC | $0 | 0 | Exited |
| 12 | TritonPoint Partners, LLC | $0 | 0 | Exited |
| 13 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30