Virtus Private Credit Strate (VPC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

INCREASED

Shares13,716 from 13,594

Change+122 (+1%)

Value$203.3K (+$200)

Filed 2026-11-02

Triumph Capital Management

UNCHANGED

Shares2,675 from 2,675

Change0 (0%)

Value$39.7K (-$314)

Filed 2026-10-14

Harbour Investments, Inc.

DECREASED

Shares413 from 614

Change-201 (-33%)

Value$6.1K (-$3.1K)

Filed 2026-11-09

Smartleaf Asset Management LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$672 (+$1)

Filed 2026-11-10

Virtus Advisers, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$534 (-$4)

Filed 2026-11-09

LPL Financial LLC

CLOSED

Shares0 from 17,149

Change-17,149 (-100%)

Value$0 (-$256.2K)

Filed 2026-11-06

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$15)

Filed 2026-11-10

Rockefeller Capital Management L.P.

N/A

Shares— from 187,215

Change-187,215 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 78,480

Change-78,480 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 45,649

Change-45,649 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 29,689

Change-29,689 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 22,692

Change-22,692 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 22,515

Change-22,515 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,742

Change-14,742 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,393

Change-12,393 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,039

Change-8,039 (-100%)

Value—

N/A

Shares— from 3,082

Change-3,082 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 331

Change-331 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	INCREASED	13,716	13,594	+122	+1%	$203.1K	$203.3K	+$200	2026-11-02
Triumph Capital Management	UNCHANGED	2,675	2,675	0	0%	$40.0K	$39.7K	-$314	2026-10-14
Harbour Investments, Inc.	DECREASED	413	614	-201	-33%	$9.2K	$6.1K	-$3.1K	2026-11-09
Smartleaf Asset Management LLC	UNCHANGED	45	45	0	0%	$671	$672	+$1	2026-11-10
Virtus Advisers, LLC	UNCHANGED	36	36	0	0%	$538	$534	-$4	2026-11-09
LPL Financial LLC	CLOSED	0	17,149	-17,149	-100%	$256.2K	$0	-$256.2K	2026-11-06
FMR LLC	CLOSED	0	1	-1	-100%	$15	$0	-$15	2026-11-10
Rockefeller Capital Management L.P.	N/A	—	187,215	-187,215	-100%	$2.8M	—	—	—
Cetera Investment Advisers	N/A	—	78,480	-78,480	-100%	$1.2M	—	—	—
Raymond James Financial Inc	N/A	—	45,649	-45,649	-100%	$682.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	29,689	-29,689	-100%	$443.6K	—	—	—
JPMorgan Chase & Co	N/A	—	22,692	-22,692	-100%	$338.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	22,515	-22,515	-100%	$336.4K	—	—	—
Citadel Advisors LLC	N/A	—	14,742	-14,742	-100%	$220.3K	—	—	—
MML Investors Services, LLC	N/A	—	12,393	-12,393	-100%	$185.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,039	-8,039	-100%	$120.1K	—	—	—
Morgan Stanley	N/A	—	3,082	-3,082	-100%	$46.1K	—	—	—
Royal Bank of Canada	N/A	—	331	-331	-100%	$5.0K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$20	—	—	—

Showing 19 of 19 institutions