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Virtus Lifesci Biotech Produ (BBP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares116,551 from 104,374
Change+12,177 (+12%)
Value$11.8M (+$1.3M)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares49,274 from 12,917
Change+36,357 (+281%)
Value$5.2M (+$4.0M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares44,400 from 44,897
Change-497 (-1%)
Value$4.7M (+$366.0K)
Filed 2026-11-05
WBI Investments, LLC
INCREASED
Shares18,197 from 16,756
Change+1,441 (+9%)
Value$1.9M (+$308.3K)
Filed 2026-11-05
CWA Asset Management Group, LLC
DECREASED
Shares17,496 from 18,606
Change-1,110 (-6%)
Value$1.8M (+$56.2K)
Filed 2026-10-19
Advisor Resource Council
INCREASED
Shares11,981 from 10,761
Change+1,220 (+11%)
Value$1.2M (+$169.5K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares11,665 from 11,914
Change-249 (-2%)
Value$1.2M (+$84.7K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares7,526 from 7,476
Change+50 (+1%)
Value$794.6K (+$74.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares4,583 from 4,160
Change+423 (+10%)
Value$483.9K (+$83.4K)
Filed 2026-11-02
Axos Invest Inc.
NEW
Shares3,875
Change+3,875
Value$409.2K
Filed 2026-10-21
IFG Advisory, LLC
NEW
Shares2,245
Change+2,245
Value$237.0K
Filed 2026-11-09
Visionary Wealth Advisors
NEW
Shares1,895
Change+1,895
Value$200.1K
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares234 from 23
Change+211 (+917%)
Value$24.7K (+$22.5K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares140 from 151
Change-11 (-7%)
Value$14.8K (+$245)
Filed 2026-11-05
Byrne Asset Management LLC
DECREASED
Shares100 from 142
Change-42 (-30%)
Value$10.3K (-$3.3K)
Filed 2026-10-06
Private Trust Co NA
NEW
Shares89
Change+89
Value$9.4K
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$6.8K ($0)
Filed 2026-11-06
Harbour Investments, Inc.
NEW
Shares50
Change+50
Value$5.3K
Filed 2026-11-09
Founders Financial Securities LLC
CLOSED
Shares0 from 2,247
Change-2,247 (-100%)
Value$0 (-$216.3K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 356
Change-356 (-100%)
Value$0 (-$34.3K)
Filed 2026-11-06
Royal Bank of Canada
N/A
Shares— from 97,170
Change-97,170 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,606
Change-20,606 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,235
Change-18,235 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,685
Change-17,685 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,370
Change-11,370 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,777
Change-10,777 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 313
Change-313 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED116,551104,374+12,177+12%$10.5M$11.8M+$1.3M2026-10-13
LPL Financial LLC
INCREASED49,27412,917+36,357+281%$1.2M$5.2M+$4.0M2026-11-06
Thrivent Financial for Lutherans
DECREASED44,40044,897-497-1%$4.3M$4.7M+$366.0K2026-11-05
WBI Investments, LLC
INCREASED18,19716,756+1,441+9%$1.6M$1.9M+$308.3K2026-11-05
CWA Asset Management Group, LLC
DECREASED17,49618,606-1,110-6%$1.8M$1.8M+$56.2K2026-10-19
Advisor Resource Council
INCREASED11,98110,761+1,220+11%$1.1M$1.2M+$169.5K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED11,66511,914-249-2%$1.1M$1.2M+$84.7K2026-10-20
Independent Financial Group, LLC
INCREASED7,5267,476+50+1%$719.7K$794.6K+$74.9K2026-10-13
Kestra Advisory Services, LLC
INCREASED4,5834,160+423+10%$400.5K$483.9K+$83.4K2026-11-02
Axos Invest Inc.
NEW3,875—+3,875——$409.2K—2026-10-21
IFG Advisory, LLC
NEW2,245—+2,245——$237.0K—2026-11-09
Visionary Wealth Advisors
NEW1,895—+1,895——$200.1K—2026-11-04
Farther Finance Advisors, LLC
INCREASED23423+211+917%$2.2K$24.7K+$22.5K2026-10-08
Fifth Third Bancorp
DECREASED140151-11-7%$14.5K$14.8K+$2452026-11-05
Byrne Asset Management LLC
DECREASED100142-42-30%$13.7K$10.3K-$3.3K2026-10-06
Private Trust Co NA
NEW89—+89——$9.4K—2026-10-20
Allworth Financial LP
UNCHANGED717100%$6.8K$6.8K$02026-11-06
Harbour Investments, Inc.
NEW50—+50——$5.3K—2026-11-09
Founders Financial Securities LLC
CLOSED02,247-2,247-100%$216.3K$0-$216.3K2026-10-28
Institute for Wealth Management, Llc.
CLOSED0356-356-100%$34.3K$0-$34.3K2026-11-06
Royal Bank of Canada
N/A—97,170-97,170-100%$9.4M———
Raymond James Financial Inc
N/A—20,606-20,606-100%$2.0M———
Envestnet Asset Management Inc
N/A—18,235-18,235-100%$1.8M———
Cetera Investment Advisers
N/A—17,685-17,685-100%$1.7M———
Two Sigma Investments, LP
N/A—17,000-17,000-100%$1.6M———
Morgan Stanley
N/A—11,370-11,370-100%$1.1M———
Susquehanna International Group, LLP
N/A—10,777-10,777-100%$1.0M———
Osaic Holdings, Inc.
N/A—313-313-100%$30.1K———
Steward Partners Investment Advisory, LLC
N/A—115-115-100%$11.1K———
Glen Eagle Advisors, LLC
N/A—50-50-100%$4.8K———
Showing 30 of 30 institutions