VPC institutional holders

Virtus Private Credit Strategy ETF · 20 reporting institutions · $6.9M reported value

Institutional holdings

Institutions reporting VPC, largest first
InstitutionReported positionAdvisors at firmReport period
Rockefeller Capital Management LP$2.8M3462026-06-30
Cetera Investment Advisers$1.2M10,3702026-06-30
Raymond James Financial Inc$682.1K02026-06-30
Susquehanna International Group, LLP$443.6K02026-06-30
Jpmorgan Chase & Co$338.3K02026-06-30
Envestnet Pmc$336.4K602026-06-30
Lpl Financial LLC$256.2K23,4582026-06-30
Citadel Advisors LLC$220.3K02026-06-30
Commonwealth Equity Services, LLC$203.1K2,8632026-06-30
MML Investors Services, LLC$185.2K5,1202026-06-30
Osaic Holdings, Inc.$120.1K02026-06-30
Morgan Stanley$46.1K23,1852026-06-30
Triumph Capital Management$40K142026-06-30
Harbour Investments, Inc.$9.2K2472026-06-30
CIBC Private Wealth Group LLC$8.7K02025-12-31
Royal Bank of Canada$5K02026-06-30
Smartleaf Asset Management LLC$67192026-06-30
Virtus Advisers, LLC$53802026-06-30
Wells Fargo & Company/mn$2002026-06-30
Fmr LLC$1502026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30