VPC Institutional Ownership
Virtus Private Credit Strategy ETF
1W: -0.8%
1M: -6.2%
3M: -1.2%
YTD: -17.5%
1Y: -21.6%
3Y: -13.3%
5Y: -8.6%
$14.79
-0.05 (-0.37%)
Weekly Expected Move ±1.8%
$14
$15
$15
$15
$15
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VPC
23
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
2
New Positions
10
Increased
9
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (27 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 187,215 | 3M | +48,880 | +35.3% | 4Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 78,480 | 1M | -17,762 | -18.5% | 9Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 45,649 | 675K | -5,541 | -10.8% | 7Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,689 | 439K | +11,078 | +59.5% | 4Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO NEW | 22,692 | 336K | — | +0.0% | 1Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 22,515 | 333K | +1,319 | +6.2% | 7Q | SEC ↗ |
| 7 | LPL Financial LLC | 17,149 | 254K | -835 | -4.6% | 6Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 14,742 | 218K | +2,326 | +18.7% | 2Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 13,594 | 201K | +157 | +1.2% | 8Q | SEC ↗ |
| 10 | MML INVESTORS SERVICES, LLC | 12,393 | 183K | +798 | +6.9% | 5Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 8,039 | 119K | -1,720 | -17.6% | 26Q | SEC ↗ |
| 12 | MORGAN STANLEY | 3,082 | 46K | +227 | +8.0% | 14Q | SEC ↗ |
| 13 | Triumph Capital Management | 2,675 | 40K | +100 | +3.9% | 4Q | SEC ↗ |
| 14 | HARBOUR INVESTMENTS, INC. | 614 | 9K | — | +0.0% | 17Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 331 | 5K | +48 | +17.0% | 26Q | SEC ↗ |
| 16 | Smartleaf Asset Management LLC | 45 | 1K | — | +0.0% | 3Q | SEC ↗ |
| 17 | VIRTUS ADVISERS, LLC | 36 | 1K | -33 | -47.8% | 6Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 1 | 0K | +1 | — | 9Q | SEC ↗ |
| 19 | FMR LLC NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 20 | UBS Group AG | 0 | 0K | -193 | -100.0% | 4Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 0 | 0K | -2,766 | -100.0% | 1Q | SEC ↗ |
| 22 | Farther Finance Advisors, LLC | 0 | 0K | -3,266 | -100.0% | 10Q | SEC ↗ |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | 0 | 0K | -115,005 | -100.0% | 1Q | SEC ↗ |
| 24 | DHJJ Financial Advisors, Ltd. | 0 | 0K | -25 | -100.0% | 7Q | SEC ↗ |
| 25 | Provident Wealth Management, LLC | 0 | 0K | -25,729 | -100.0% | 9Q | SEC ↗ |
| 26 | MILESTONE ASSET MANAGEMENT, LLC | 0 | 0K | -56,075 | -100.0% | 8Q | SEC ↗ |
| 27 | IFP Advisors, Inc | 0 | 0K | -2,869 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 22,692 | 336K |
| FMR LLC | 1 | 0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 115,005 | 2M |
| MILESTONE ASSET MANAGEMENT, LLC | 56,075 | 830K |
| Provident Wealth Management, LLC | 25,729 | 381K |
| Farther Finance Advisors, LLC | 3,266 | 48K |
| IFP Advisors, Inc | 2,869 | 42K |
| Kestra Advisory Services, LLC | 2,766 | 41K |
| UBS Group AG | 193 | 3K |
| DHJJ Financial Advisors, Ltd. | 25 | 0K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Rockefeller Capital Management L.P. | +48,880 | +35.3% | 187,215 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +11,078 | +59.5% | 29,689 |
| CITADEL ADVISORS LLC | +2,326 | +18.7% | 14,742 |
| ENVESTNET ASSET MANAGEMENT INC | +1,319 | +6.2% | 22,515 |
| MML INVESTORS SERVICES, LLC | +798 | +6.9% | 12,393 |
| MORGAN STANLEY | +227 | +8.0% | 3,082 |
| COMMONWEALTH EQUITY SERVICES, LLC | +157 | +1.2% | 13,594 |
| Triumph Capital Management | +100 | +3.9% | 2,675 |
| ROYAL BANK OF CANADA | +48 | +17.0% | 331 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -17,762 | -18.5% | 78,480 |
| RAYMOND JAMES FINANCIAL INC | -5,541 | -10.8% | 45,649 |
| OSAIC HOLDINGS, INC. | -1,720 | -17.6% | 8,039 |
| LPL Financial LLC | -835 | -4.6% | 17,149 |
| VIRTUS ADVISERS, LLC | -33 | -47.8% | 36 |