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Virtus Lifesci Biotech Clini (BBC)

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
Shares75,708 from 68,536
Change+7,172 (+10%)
Value$3.3M (-$369.8K)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares10,174 from 12,329
Change-2,155 (-17%)
Value$471.0K (-$178.6K)
Filed 2026-11-06
Dynamic Wealth Strategies, LLC
DECREASED
Shares500 from 927
Change-427 (-46%)
Value$23.1K (-$25.7K)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares49 from 545
Change-496 (-91%)
Value$2.3K (-$26.3K)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$527 ($0)
Filed 2026-11-06
Blue Trust, Inc.
NEW
Shares6
Change+6
Value$266
Filed 2026-10-15
Citigroup Inc
NEW
Shares1
Change+1
Value$46
Filed 2026-11-04
Worth Asset Management, LLC
CLOSED
Shares0 from 4,093
Change-4,093 (-100%)
Value$0 (-$215.6K)
Filed 2026-10-07
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,890
Change-1,890 (-100%)
Value$0 (-$99.6K)
Filed 2026-11-06
Kera Capital Partners, Inc.
N/A
Shares— from 101,003
Change-101,003 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 45,663
Change-45,663 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 42,736
Change-42,736 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,960
Change-38,960 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,009
Change-23,009 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,026
Change-15,026 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,674
Change-8,674 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,463
Change-4,463 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 110
Change-110 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED75,70868,536+7,172+10%$3.6M$3.3M-$369.8K2026-10-13
LPL Financial LLC
DECREASED10,17412,329-2,155-17%$649.6K$471.0K-$178.6K2026-11-06
Dynamic Wealth Strategies, LLC
DECREASED500927-427-46%$48.8K$23.1K-$25.7K2026-10-16
Compass Financial Management LLC
DECREASED49545-496-91%$28.5K$2.3K-$26.3K2026-10-30
Allworth Financial LP
UNCHANGED101000%$527$527$02026-11-06
Blue Trust, Inc.
NEW6—+6——$266—2026-10-15
Citigroup Inc
NEW1—+1——$46—2026-11-04
Worth Asset Management, LLC
CLOSED04,093-4,093-100%$215.6K$0-$215.6K2026-10-07
Institute for Wealth Management, Llc.
CLOSED01,890-1,890-100%$99.6K$0-$99.6K2026-11-06
Kera Capital Partners, Inc.
N/A—101,003-101,003-100%$5.3M———
Militia Capital Management LLC
N/A—45,663-45,663-100%$2.4M———
Citadel Advisors LLC
N/A—42,736-42,736-100%$2.3M———
Susquehanna International Group, LLP
N/A—38,960-38,960-100%$2.1M———
Quantinno Capital Management LP
N/A—23,009-23,009-100%$1.2M———
Morgan Stanley
N/A—15,026-15,026-100%$791.7K———
Goldman Sachs Group Inc
N/A—8,674-8,674-100%$457.0K———
Osaic Holdings, Inc.
N/A—4,463-4,463-100%$235.2K———
Envestnet Asset Management Inc
N/A—4,448-4,448-100%$234.3K———
Operose Advisors LLC
N/A—2,274-2,274-100%$119.8K———
UBS Group AG
N/A—2,096-2,096-100%$110.4K———
Group One Trading LLC
N/A—300-300-100%$15.8K———
Federation des caisses Desjardins du Quebec
N/A—110-110-100%$5.8K———
Showing 22 of 22 institutions