VIRTUS ADVISERS, LLC

PrivateCIK: 1587281
Location

HARTFORD, CT

509
Positions
$260.77M
Total AUM (reported)
8.67M
Total Shares

Allocation by class

TOTAL AUM$260.77M509 positions
COM$151.33M58.0%
US DIVIDEND ETF$17.14M6.6%
INTL DIVD ETF$14.17M5.4%
COM NEW$13.75M5.3%
CL A$7.65M2.9%
SHS$6.31M2.4%
VIRTUS EM MKTS$5.68M2.2%

Portfolio Concentration

Top 314.2%4–1010.7%11–2514.0%Rest61.1%TOP 1024.9%0%100%
Top 3$36.99M14.2%
4–10$27.96M10.7%
11–25$36.57M14.0%
Rest$159.24M61.1%

Top 3 weight

14.2%

Top 10 weight

24.9%

Voting Authority Distribution

Total shares with voting rights: 8.67M

Sole

Full voting authority

362.26K

shares

% of voting shares4.2%
Shared

Joint voting authority

8.31M

shares

% of voting shares95.8%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole38
Shared0
Other471
Dominant voting typeShared · 95.8% of voting shares
Institutional Holdings509
Rows:

VIRTUS ETF TR II

OTR
US DIVIDEND ETF
Shares574.90K
TypeSH
Market value$17.14M
6.57%
Sole
107.00
Shared
574.79K
None
0.00

VIRTUS ETF TR II

OTR
INTL DIVD ETF
Shares400.46K
TypeSH
Market value$14.17M
5.43%
Sole
175.00
Shared
400.29K
None
0.00

VIRTUS ETF TR II

OTR
VIRTUS EM MKTS
Shares207.32K
TypeSH
Market value$5.68M
2.18%
Sole
130.00
Shared
207.19K
None
0.00

CENTERRA GOLD INC

OTR
COM
Shares242K
TypeSH
Market value$5.17M
1.98%
Sole
3.70K
Shared
238.30K
None
0.00

CREDICORP LTD

OTR
COM
Shares13.21K
TypeSH
Market value$5.15M
1.97%
Sole
234.00
Shared
12.97K
None
0.00

SSR MINING IN

OTR
COM
Shares108.19K
TypeSH
Market value$4.00M
1.53%
Sole
0.00
Shared
108.19K
None
0.00

LAM RESEARCH CORP

OTR
COM NEW
Shares8.80K
TypeSH
Market value$3.81M
1.46%
Sole
260.00
Shared
8.54K
None
0.00

APPLE INC

OTR
COM
Shares11.78K
TypeSH
Market value$3.41M
1.31%
Sole
19.00
Shared
11.76K
None
0.00

GRUPO CIBEST SA

OTR
SPON ADS
Shares40.61K
TypeSH
Market value$3.23M
1.24%
Sole
2.04K
Shared
38.57K
None
0.00

ISHARES INC

OTR
MSCI TAIWAN ETF
Shares29.43K
TypeSH
Market value$3.20M
1.23%
Sole
0.00
Shared
29.43K
None
0.00

APPLIED MATLS INC

OTR
COM
Shares4.36K
TypeSH
Market value$3.15M
1.21%
Sole
0.00
Shared
4.36K
None
0.00

PENGUIN SOLUTIONS INC

OTR
COM
Shares38.68K
TypeSH
Market value$2.94M
1.13%
Sole
4.84K
Shared
33.84K
None
0.00

OPEN TEXT CORP

OTR
COM
Shares90.45K
TypeSH
Market value$2.84M
1.09%
Sole
0.00
Shared
90.45K
None
0.00

TE CONNECTIVITY PLC

OTR
ORD SHS
Shares13.59K
TypeSH
Market value$2.74M
1.05%
Sole
609.00
Shared
12.98K
None
0.00

CIRRUS LOGIC INC

OTR
COM
Shares18.23K
TypeSH
Market value$2.71M
1.04%
Sole
0.00
Shared
18.23K
None
0.00

ALKERMES PLC

OTR
SHS
Shares49.35K
TypeSH
Market value$2.59M
0.99%
Sole
6.86K
Shared
42.50K
None
0.00

ENCORE CAP GROUP INC

OTR
COM
Shares27.70K
TypeSH
Market value$2.58M
0.99%
Sole
2.49K
Shared
25.21K
None
0.00

KNOWLES CORP

OTR
COM
Shares60.89K
TypeSH
Market value$2.53M
0.97%
Sole
4.22K
Shared
56.67K
None
0.00

POWELL INDS INC

OTR
COM
Shares8.76K
TypeSH
Market value$2.51M
0.96%
Sole
955.00
Shared
7.80K
None
0.00

MOOG INC

OTR
CL A
Shares5.88K
TypeSH
Market value$2.49M
0.96%
Sole
459.00
Shared
5.42K
None
0.00

GLOBE LIFE INC

OTR
COM
Shares12.72K
TypeSH
Market value$2.27M
0.87%
Sole
1.47K
Shared
11.25K
None
0.00

VERACYTE INC

OTR
COM
Shares37.57K
TypeSH
Market value$2.21M
0.85%
Sole
4.40K
Shared
33.18K
None
0.00

CREDO TECHNOLOGY GROUP HOLDI

OTR
ORDINARY SHARES
Shares6.47K
TypeSH
Market value$1.76M
0.67%
Sole
500.00
Shared
5.97K
None
0.00

POPULAR INC

OTR
COM NEW
Shares9.95K
TypeSH
Market value$1.63M
0.63%
Sole
228.00
Shared
9.72K
None
0.00

NMI HLDGS INC

OTR
COM
Shares39.56K
TypeSH
Market value$1.63M
0.62%
Sole
3.30K
Shared
36.26K
None
0.00
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