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Virtus Nwflt Shrt DUR HI YLD (VSHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
VestGen Advisors, LLC
INCREASED
Shares39,242 from 36,447
Change+2,795 (+8%)
Value$830.4K (+$38.6K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
DECREASED
Shares19,929 from 24,438
Change-4,509 (-18%)
Value$421.7K (-$109.2K)
Filed 2026-10-28
LPL Financial LLC
NEW
Shares14,383
Change+14,383
Value$304.4K
Filed 2026-11-06
Quest 10 Wealth Builders, Inc.
DECREASED
Shares327 from 333
Change-6 (-2%)
Value$6.9K (-$315)
Filed 2026-11-02
CoreCap Advisors, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$1.7K (-$44)
Filed 2026-10-08
Lloyd Advisory Services, Llc.
NEW
Shares77
Change+77
Value$1.6K
Filed 2026-11-02
Virtus Advisers, LLC
NEW
Shares69
Change+69
Value$1.5K
Filed 2026-11-09
Elevated Capital Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$529 (-$14)
Filed 2026-11-04
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 1,134,074
Change-1,134,074 (-100%)
Value—
&partners
N/A
Shares— from 26,552
Change-26,552 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,517
Change-17,517 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
VestGen Advisors, LLC
INCREASED39,24236,447+2,795+8%$791.8K$830.4K+$38.6K2026-10-27
Outlook Wealth Advisors, LLC
DECREASED19,92924,438-4,509-18%$530.9K$421.7K-$109.2K2026-10-28
LPL Financial LLC
NEW14,383—+14,383——$304.4K—2026-11-06
Quest 10 Wealth Builders, Inc.
DECREASED327333-6-2%$7.2K$6.9K-$3152026-11-02
CoreCap Advisors, LLC
UNCHANGED787800%$1.7K$1.7K-$442026-10-08
Lloyd Advisory Services, Llc.
NEW77—+77——$1.6K—2026-11-02
Virtus Advisers, LLC
NEW69—+69——$1.5K—2026-11-09
Elevated Capital Advisors, LLC
UNCHANGED252500%$543$529-$142026-11-04
Virtus Fixed Income Advisers, LLC
N/A—1,134,074-1,134,074-100%$24.6M———
&partners
N/A—26,552-26,552-100%$576.8K———
NewEdge Advisors, LLC
N/A—17,517-17,517-100%$380.5K———
Royal Bank of Canada
N/A—1,917-1,917-100%$42.0K———
Steward Partners Investment Advisory, LLC
N/A—806-806-100%$17.5K———
AE Wealth Management LLC
N/A—582-582-100%$12.6K———
Wells Fargo & Company
N/A—1-1-100%$28———
Showing 15 of 15 institutions