16 institutions reported holding $27.0M of VIRTUS ETF TR II (VSHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Virtus Fixed Income Advisers, LLC ($24.6M), VestGen Advisors, LLC ($791,769), &PARTNERS ($576,818), Outlook Wealth Advisors, LLC ($530,895), NewEdge Advisors, LLC ($380,542). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Virtus Fixed Income Advisers, LLC | $24.6M | 1.1M | Trimmed |
| 2 | VestGen Advisors, LLC | $791,769 | 36,447 | Added |
| 3 | &PARTNERS | $576,818 | 26,552 | Trimmed |
| 4 | Outlook Wealth Advisors, LLC | $530,895 | 24,438 | New |
| 5 | NewEdge Advisors, LLC | $380,542 | 17,517 | New |
| 6 | Royal Bank of Canada | $42,000 | 1,917 | New |
| 7 | Steward Partners Investment Advisory, LLC | $17,510 | 806 | Added |
| 8 | AE Wealth Management LLC | $12,643 | 582 | Trimmed |
| 9 | Quest 10 Wealth Builders, Inc. | $7,234 | 333 | Trimmed |
| 10 | CoreCap Advisors, LLC | $1,694 | 78 | Hold |
| 11 | Elevated Capital Advisors, LLC | $543 | 25 | Hold |
| 12 | WELLS FARGO & COMPANY/MN | $28 | 1 | New |
| 13 | ASSETMARK, INC | $0 | 0 | Exited |
| 14 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 15 | VIRTUS ADVISERS, LLC | $0 | 0 | Exited |
| 16 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30