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Virtus Newfleet SD (SDCP)

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
Shares26,173 from 23,914
Change+2,259 (+9%)
Value$656.1K (+$44.4K)
Filed 2026-10-27
Envestnet Asset Management Inc
N/A
Shares— from 61,398
Change-61,398 (-100%)
Value—
&partners
N/A
Shares— from 60,826
Change-60,826 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Status
VestGen Advisors, LLC
INCREASED26,17323,914+2,259+9%$611.7K$656.1K+$44.4K2026-10-27
Envestnet Asset Management Inc
N/A—61,398-61,398-100%$1.6M———
&partners
N/A—60,826-60,826-100%$1.6M———
Virtus Fixed Income Advisers, LLC
N/A—552-552-100%$14.1K———
Showing 4 of 4 institutions