Virtus Biotech Clinical TriaBBCETF
13F holders, Q2 2026 (June 30)20holders
6new positions
7sold out
1famous investor
$52.77avg. 13F price*
At the end of Q2 2026, 20 institutions reported holding Virtus Biotech Clinical Tria (BBC) in their 13F filings, unchanged from Q1 2026. 6 opened new positions and 7 sold out. The largest holders were Kera Capital Partners, Inc. ($5.3M), Wealth Enhancement Advisory Services, LLC ($3.6M) and Militia Capital Management LLC ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Virtus Biotech Clinical Tria
- Filed as
- ETFIS SER TR I (Q2 2026)
- CUSIP
- 26923G301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.8M |
| Exits | 7 | $1.3M |
All 13F filers, Q1 2026 → Q2 2026: 125,498 shares bought and 44,941 shares sold, net +80,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Kera Capital Partners, Inc. | 0.51% | Add +13.0% | 101,003 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 68,536 | $3.6M |
| Militia Capital Management LLC | 0.43% | No change | 45,663 | $2.4M |
| Citadel Advisors | 0.00% | Add +52.2% | 42,736 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.1% | 38,960 | $2.1M |
| Quantinno Capital Management LP | 0.00% | Add +18.7% | 23,009 | $1.2M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 15,026 | $792K |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 12,329 | $650K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,674 | $457K |
| Osaic Holdings, Inc. | 0.00% | Add +489.6% | 4,463 | $235K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,448 | $234K |
| Worth Asset Management, LLC | 0.07% | New | 4,093 | $216K |
| Operose Advisors LLC | 0.02% | New | 2,274 | $120K |
| UBS Group AG | 0.00% | Add +1441.2% | 2,096 | $110K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,890 | $100K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 927 | $49K |
| Compass Financial Management LLC | 0.00% | — | 545 | $29K |
| Group One Trading LLC | 0.00% | No change | 300 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 110 | $6K |
| Allworth Financial LP | 0.00% | No change | 10 | $527 |
"% of holder's portfolio" is BBC's weight in each manager's 13F, not the share of Virtus Biotech Clinical Tria the manager owns.