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Virtus Nwflt Secr Inc ETF-Ui (VABS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Stapp Wealth Management, Pllc
DECREASED
Shares92,930 from 93,701
Change-771 (-1%)
Value$2.2M (-$61.4K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares73,613 from 72,810
Change+803 (+1%)
Value$1.7M (-$14.4K)
Filed 2026-10-16
HighTower Advisors, LLC
INCREASED
Shares45,400 from 35,866
Change+9,534 (+27%)
Value$1.1M (+$209.6K)
Filed 2026-11-10
VestGen Advisors, LLC
INCREASED
Shares42,479 from 39,898
Change+2,581 (+6%)
Value$1.0M (+$42.9K)
Filed 2026-10-27
Retirement Planning Group, LLC
INCREASED
Shares42,119 from 37,142
Change+4,977 (+13%)
Value$998.6K (+$100.9K)
Filed 2026-10-19
Aaron Wealth Advisors LLC
UNCHANGED
Shares18,295 from 18,295
Change0 (0%)
Value$433.8K (-$8.4K)
Filed 2026-10-13
LPL Financial LLC
NEW
Shares10,092
Change+10,092
Value$239.3K
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares6,567 from 6,567
Change0 (0%)
Value$155.7K (-$3.0K)
Filed 2026-11-04
Virtus Advisers, LLC
DECREASED
Shares489 from 564
Change-75 (-13%)
Value$11.6K (-$2.0K)
Filed 2026-11-09
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 4,012,617
Change-4,012,617 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 47,594
Change-47,594 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 36,735
Change-36,735 (-100%)
Value—
&partners
N/A
Shares— from 31,349
Change-31,349 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 25,066
Change-25,066 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 393
Change-393 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Stapp Wealth Management, Pllc
DECREASED92,93093,701-771-1%$2.3M$2.2M-$61.4K2026-10-15
PFG Advisors
INCREASED73,61372,810+803+1%$1.8M$1.7M-$14.4K2026-10-16
HighTower Advisors, LLC
INCREASED45,40035,866+9,534+27%$866.9K$1.1M+$209.6K2026-11-10
VestGen Advisors, LLC
INCREASED42,47939,898+2,581+6%$964.3K$1.0M+$42.9K2026-10-27
Retirement Planning Group, LLC
INCREASED42,11937,142+4,977+13%$897.7K$998.6K+$100.9K2026-10-19
Aaron Wealth Advisors LLC
UNCHANGED18,29518,29500%$442.2K$433.8K-$8.4K2026-10-13
LPL Financial LLC
NEW10,092—+10,092——$239.3K—2026-11-06
Creative Financial Designs Inc
UNCHANGED6,5676,56700%$158.7K$155.7K-$3.0K2026-11-04
Virtus Advisers, LLC
DECREASED489564-75-13%$13.6K$11.6K-$2.0K2026-11-09
Virtus Fixed Income Advisers, LLC
N/A—4,012,617-4,012,617-100%$97.0M———
Goldman Sachs Group Inc
N/A—47,594-47,594-100%$1.2M———
Envestnet Asset Management Inc
N/A—36,735-36,735-100%$887.9K———
&partners
N/A—31,349-31,349-100%$757.7K———
JPMorgan Chase & Co
N/A—25,066-25,066-100%$606.3K———
Osaic Holdings, Inc.
N/A—393-393-100%$9.5K———
FMR LLC
N/A—1-1-100%$24———
Showing 16 of 16 institutions