Who owns Virtus Newfleet Short Duration High Yield Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VSHY from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 1.2M shares of Virtus Newfleet Short Duration High Yield Bond ETF worth $27.0M — about 86.6% of shares outstanding; the largest disclosed holder is Virtus Fixed Income Advisers, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$27.0M
value, 2026 filers
86.6%
of shares outstanding (1.2M sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VSHY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Virtus Fixed Income Advisers, LLC | 1.1M | $24.6M | 15.6% | 79.1% | 0.0% |
| 2 | VestGen Advisors, LLC | 36,447 | $791,769 | 0.0% | 2.5% | +50.4% |
| 3 | &PARTNERS | 26,552 | $576,818 | 0.0% | 1.9% | -0.9% |
| 4 | Outlook Wealth Advisors, LLCNEW | 24,438 | $530,895 | 0.1% | 1.7% | new |
| 5 | NewEdge Advisors, LLCNEW | 17,517 | $380,542 | 0.0% | 1.2% | new |
| 6 | ROYAL BANK OF CANADANEW | 1,917 | $42,000 | 0.0% | 0.1% | new |
| 7 | Steward Partners Investment Advisory, LLC | 806 | $17,510 | 0.0% | 0.1% | +143.5% |
| 8 | AE Wealth Management LLC | 582 | $12,643 | 0.0% | 0% | -4.1% |
| 9 | Quest 10 Wealth Builders, Inc. | 333 | $7,234 | 0.0% | 0% | -0.9% |
| 10 | CoreCap Advisors, LLC | 78 | $1,694 | 0.0% | 0% | 0.0% |
| 11 | Elevated Capital Advisors, LLC | 25 | $543 | 0.0% | 0% | 0.0% |
| 12 | WELLS FARGO & COMPANY/MN | 1 | $28 | 0.0% | 0% | — |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.