Virtus Newfleet SDSDCPETF
13F holders, Q2 2026 (June 30)4holders
0new positions
0sold out
$25.58avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Virtus Newfleet SD (SDCP) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6M), &partners ($1.6M) and VestGen Advisors, LLC ($612K).
- Company
- Virtus Newfleet SD
- CUSIP
- 92790A884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 15,271 shares bought, net +15,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 61,398 | $1.6M |
| &partners | 0.01% | Add +4.1% | 60,826 | $1.6M |
| VestGen Advisors, LLC | 0.02% | Add +75.5% | 23,914 | $612K |
| Virtus Fixed Income Advisers, LLC | 0.01% | Add +1.9% | 552 | $14K |
"% of holder's portfolio" is SDCP's weight in each manager's 13F, not the share of Virtus Newfleet SD the manager owns.