11 institutions reported holding $5.9M of VIRTUS ETF TR II (VEMY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Advisory Resource Group ($4.1M), VestGen Advisors, LLC ($710,676), Hidden Cove Wealth Management, LLC ($369,149), Essex Financial Services, Inc. ($334,477), Tactive Advisors, LLC ($293,015). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Advisory Resource Group | $4.1M | 148,086 | Added |
| 2 | VestGen Advisors, LLC | $710,676 | 24,779 | New |
| 3 | Hidden Cove Wealth Management, LLC | $369,149 | 13,341 | Trimmed |
| 4 | Essex Financial Services, Inc. | $334,477 | 12,088 | New |
| 5 | Tactive Advisors, LLC | $293,015 | 10,590 | Added |
| 6 | Capital Analysts, LLC | $51,000 | 1,839 | New |
| 7 | PNC Financial Services Group, Inc. | $49,308 | 1,782 | New |
| 8 | VIRTUS ADVISERS, LLC | $3,597 | 130 | Added |
| 9 | Virtus Fixed Income Advisers, LLC | $1,716 | 62 | Hold |
| 10 | Arax Advisory Partners | $0 | 0 | Exited |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31