Who owns BBC?
Institutional ownership of Virtus LifeSci Biotech Clinical Trials ETF from Form 13F, Q2 2026
20 institutional managers reported holding Virtus LifeSci Biotech Clinical Trials ETF (BBC) in Form 13F filings for Q2 2026, with 377,092 shares worth $19.9M. The largest reported holder was Kera Capital Partners, Inc. Managers that filed both quarters added a net 80,557 shares (+27.2%). 6 opened new positions and 7 sold out.
- Funds holding
- 20
- Value held
- $19.9M
- New / sold out
- 6 / 7
- Net shares, same filers
- +27.2%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of BBC
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Kera Capital Partners, Inc. | $5.3M | 26.8% | 101,003 | Added |
| Wealth Enhancement Advisory Services, LLC | $3.6M | 18.2% | 68,536 | New |
| Militia Capital Management LLC | $2.4M | 12.1% | 45,663 | Unchanged |
| Citadel Advisors LLC | $2.3M | 11.3% | 42,736 | Added |
| Susquehanna International Group, LLP | $2.1M | 10.3% | 38,960 | Trimmed |
| Quantinno Capital Management LP | $1.2M | 6.1% | 23,009 | Added |
| Morgan Stanley | $792K | 4.0% | 15,026 | Trimmed |
| LPL Financial LLC | $650K | 3.3% | 12,329 | Trimmed |
| Goldman Sachs Group Inc | $457K | 2.3% | 8,674 | New |
| Osaic Holdings, Inc. | $235K | 1.2% | 4,463 | Added |
| Envestnet Asset Management Inc | $234K | 1.2% | 4,448 | New |
| Worth Asset Management, LLC | $216K | 1.1% | 4,093 | New |
| Operose Advisors LLC | $120K | 0.6% | 2,274 | New |
| UBS Group AG | $110K | 0.6% | 2,096 | Added |
| Institute for Wealth Management, LLC. | $100K | 0.5% | 1,890 | New |
| Dynamic Wealth Strategies, LLC | $49K | 0.2% | 927 | Unchanged |
| Compass Financial Management LLC | $29K | 0.1% | 545 | First report |
| Group One Trading LLC | $16K | 0.1% | 300 | Unchanged |
| Federation des caisses Desjardins du Quebec | $6K | 0.0% | 110 | Unchanged |
| Allworth Financial LP | $527 | 0.0% | 10 | Unchanged |
Share of 13F holdings is each fund's shares as a share of the 377,092 BBC shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Wealth Enhancement Advisory Services, LLC New+$3.6M
- Citadel Advisors LLC Added+$772K
- Kera Capital Partners, Inc. Added+$613K
- Goldman Sachs Group Inc New+$457K
- Envestnet Asset Management Inc New+$234K
- Worth Asset Management, LLC New+$216K
- Osaic Holdings, Inc. Added+$195K
- Quantinno Capital Management LP Added+$191K
- Operose Advisors LLC New+$120K
- UBS Group AG Added+$103K
Biggest sellers in Q2 2026
- Susquehanna International Group, LLP Trimmed-$690K
- Aurora Private Wealth, Inc. Sold out-$474K
- Flow Traders U.s. LLC Sold out-$432K
- Jane Street Group, LLC Sold out-$315K
- Global Assets Advisory, LLC Sold out-$104K
- Morgan Stanley Trimmed-$11K
- New England Capital Financial Advisors LLC Sold out-$7K
- LPL Financial LLC Trimmed-$5K
- Blair William & Co Sold out-$1K
- Larson Financial Group LLC Sold out-$832
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $6.6M and sold $2.0M; 5 added and 3 trimmed.
Questions about BBC ownership
- Who owns BBC stock?
- 20 institutional investment managers reported BBC positions in their Form 13F filings for Q2 2026, holding 377,092 shares worth $19.9M in total. Kera Capital Partners, Inc. reported the largest position.
- Are funds buying or selling BBC?
- In Q2 2026, 6 managers opened new BBC positions, 5 added, 3 trimmed and 7 sold out. Managers that filed in both quarters added a net 80,557 shares.
- How current is this BBC institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to BBC by CUSIP. Options are left out. BBC news and filings · BBC insider trades · Top funds