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 27 institutions that hold shares in the stock, with a total of 678,240 shares, which have been reported (via 13F filing form) to have a value of $14.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
152,872
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2024
Reduced 25.69%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
102,117
shares
|
$2.24 Million
0.63% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
71,572
shares
|
$1.57 Million
0.41% of portfolio
|
Q2 2024
Added 77.18%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
56,976
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Added 5.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
52,064
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
33,432
shares
|
$732,495
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
32,410
shares
|
$710,103
0.05% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
31,317
shares
|
$686,155
0.24% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
30,728
shares
|
$673,250
0.0% of portfolio
|
Q2 2024
Added 53.39%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
24,552
shares
|
$537,934
0.02% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
17,373
shares
|
$380,642
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
17,203
shares
|
$376,917
0.09% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
15,130
shares
|
$331,498
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
10,652
shares
|
$233,385
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
8,968
shares
|
$196,488
0.0% of portfolio
|
Q2 2024
Added 9.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
8,926
shares
|
$195,568
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
5,000
shares
|
$109,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,916
shares
|
$85,799
0.0% of portfolio
|
Q3 2024
Added 502.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
913
shares
|
$20,003
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
648
shares
|
$14,197
0.0% of portfolio
|
Q2 2024
Reduced 31.36%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
646
shares
|
$14,153
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
513
shares
|
$11,239
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
187
shares
|
$4,097
0.0% of portfolio
|
Q2 2024
Added 9250.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
100
shares
|
$2,191
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
25
shares
|
$547
0.0% of portfolio
|
Q3 2024
New holding
|