VIRTUS CAPITAL ADVISERS, LLC

PrivateCIK: 1319111
Location

HARTFORD, CT

111
Positions
$32.09M
Total AUM (reported)
1.12M
Total Shares

Allocation by class

TOTAL AUM$32.09M111 positions
SEIX SR LN ETF$12.66M39.4%
COM$10.17M31.7%
SHS$2.86M8.9%
ADR$2.76M8.6%
MSCI INDIA ETF$2.15M6.7%
CL A$323.3K1.0%
COMMON STOCK$277.4K0.9%

Portfolio Concentration

Top 360.8%4–1019.7%11–256.1%Rest13.4%TOP 1080.5%0%100%
Top 3$19.51M60.8%
4–10$6.33M19.7%
11–25$1.96M6.1%
Rest$4.29M13.4%

Top 3 weight

60.8%

Top 10 weight

80.5%

Voting Authority Distribution

Total shares with voting rights: 1.12M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

1.12M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other111
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings111
Rows:

VIRTUS ETF TR II

OTR
SEIX SR LN ETF
Shares528.86K
TypeSH
Market value$12.66M
39.44%
Sole
0.00
Shared
528.86K
None
0.00

SUMMIT MIDSTREAM CORPORATION

OTR
COM
Shares108.29K
TypeSH
Market value$4.09M
12.75%
Sole
0.00
Shared
108.29K
None
0.00

ICICI BANK LIMITED

OTR
ADR
Shares92.39K
TypeSH
Market value$2.76M
8.60%
Sole
0.00
Shared
92.39K
None
0.00

MAKEMYTRIP LIMITED MAURITIUS

OTR
SHS
Shares21.28K
TypeSH
Market value$2.39M
7.45%
Sole
0.00
Shared
21.28K
None
0.00

ISHARES TR

OTR
MSCI INDIA ETF
Shares40.79K
TypeSH
Market value$2.15M
6.69%
Sole
0.00
Shared
40.79K
None
0.00

DXC TECHNOLOGY CO

OTR
COM
Shares54.91K
TypeSH
Market value$1.10M
3.42%
Sole
0.00
Shared
54.91K
None
0.00

VIPSHOP HLDGS LTD

OTR
SPONSORED ADS A
Shares15.68K
TypeSH
Market value$211.3K
0.66%
Sole
0.00
Shared
15.68K
None
0.00

VERACYTE INC

OTR
COM
Shares4.12K
TypeSH
Market value$163.2K
0.51%
Sole
0.00
Shared
4.12K
None
0.00

NORWEGIAN CRUISE LINE HLDG L

OTR
SHS
Shares6.33K
TypeSH
Market value$163.0K
0.51%
Sole
0.00
Shared
6.33K
None
0.00

COMFORT SYS USA INC

OTR
COM
Shares378.00
TypeSH
Market value$160.3K
0.50%
Sole
0.00
Shared
378.00
None
0.00

BARRETT BUSINESS SVCS INC

OTR
COM
Shares3.42K
TypeSH
Market value$148.3K
0.46%
Sole
0.00
Shared
3.42K
None
0.00

PROGRESS SOFTWARE CORP

OTR
COM
Shares2.26K
TypeSH
Market value$147.4K
0.46%
Sole
0.00
Shared
2.26K
None
0.00

AECOM

OTR
COM
Shares1.37K
TypeSH
Market value$146.7K
0.46%
Sole
0.00
Shared
1.37K
None
0.00

COMMVAULT SYS INC

OTR
COM
Shares959.00
TypeSH
Market value$144.7K
0.45%
Sole
0.00
Shared
959.00
None
0.00

PRIMORIS SVCS CORP

OTR
COM
Shares1.82K
TypeSH
Market value$138.8K
0.43%
Sole
0.00
Shared
1.82K
None
0.00

NMI HLDGS INC

OTR
COM
Shares3.71K
TypeSH
Market value$136.5K
0.43%
Sole
0.00
Shared
3.71K
None
0.00

ALKERMES PLC

OTR
SHS
Shares4.74K
TypeSH
Market value$136.4K
0.43%
Sole
0.00
Shared
4.74K
None
0.00

CAMDEN PPTY TR

OTR
SH BEN INT
Shares1.15K
TypeSH
Market value$133.7K
0.42%
Sole
0.00
Shared
1.15K
None
0.00

KNIFE RIVER CORP

OTR
COMMON STOCK
Shares1.29K
TypeSH
Market value$131.4K
0.41%
Sole
0.00
Shared
1.29K
None
0.00

TRANSALTA CORP

OTR
COM
Shares8.99K
TypeSH
Market value$127.2K
0.40%
Sole
0.00
Shared
8.99K
None
0.00

MASTEC INC

OTR
COM
Shares869.00
TypeSH
Market value$118.3K
0.37%
Sole
0.00
Shared
869.00
None
0.00

LEONARDO DRS INC

OTR
COM
Shares3.60K
TypeSH
Market value$116.3K
0.36%
Sole
0.00
Shared
3.60K
None
0.00

GLOBE LIFE INC

OTR
COM
Shares1.04K
TypeSH
Market value$115.6K
0.36%
Sole
0.00
Shared
1.04K
None
0.00

NATERA INC

OTR
COM
Shares711.00
TypeSH
Market value$112.6K
0.35%
Sole
0.00
Shared
711.00
None
0.00

NEUROCRINE BIOSCIENCES INC

OTR
COM
Shares795.00
TypeSH
Market value$108.5K
0.34%
Sole
0.00
Shared
795.00
None
0.00
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