Arkolith/Funds/Virtus Fixed Income Advisers, LLC

Virtus Fixed Income Advisers, LLC

CIK 2079921
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Virtus Fixed Income Advisers, LLC holds a concentrated book of 85 stocks worth $158.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened MKS Inc and trimmed Virtus NWFLT SHRT Dur Hi Yld. Their largest long position is Virtus NWFLT Secr Inc ETF-Ui at 61% of the equity book.

Opened
64
bought for the first time
+61 more · largest first
Trimmed
8
sold some, still holds it
+5 more · largest first
Sold out
2
exited the position entirely
  • Winnebago Industries
  • Lumentum Holdings Inc

Concentration

Top-heavy: concentrated book

Top 5 holdings
86%
Top 10 holdings
90%
Top 20 holdings
93%

Excluding Virtus NWFLT Secr Inc ETF-Ui (61% of the book), the rest is a concentrated book:

Top 5 of the rest
67%
Top 10 of the rest
75%
Top 20 of the rest
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

No sector on file yet
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
  • Cable One IncCABO 1.125 03/15/28
    −78%$6.8M
  • Winnebago IndustriesWGO 3.25 01/15/30
    −100%$2.7M
  • −27%$1.6M
  • Lumentum Holdings IncLITE 1.5 12/15/29
    −100%$1.2M
  • Seagate HDD CaymanSTX 3.5 06/01/28
    −67%$840K
  • Western Digital CorpWDC 3 11/15/28
    −34%$606K

Funds with the most overlap

Other tracked managers holding the same core names as Virtus Fixed Income Advisers, LLC

Manager / fundShared namesTheir $ in those
Boussard & Gavaudan Gestion Sas19 / 80$1.1B
Boussard & Gavaudan Investment Management LLP15 / 80$489.9M
Mackay Shields LLC29 / 80$1.2B
Aequim Alternative Investments LP19 / 80$2.5B
Ssi Investment Management LLC53 / 80$669.0M
Camden Asset Management L P16 / 80$1.1B
Sentinel Dome Partners, LLC8 / 80$41.2M
Ares Systematic Credit Ltd31 / 80$35.2M

Ranked by the share of each fund's own book sitting in the names it shares with Virtus Fixed Income Advisers, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

85 positions
Virtus ETF TR II is 61.2% of the book
#SecurityValueShares% PortLast moveHistory
1Virtus ETF TR II
NEWFLEET ABS MBS
$97.0M4.01M
61.2%
+50%
Added · +1.3M sh
2Virtus ETF TR II
VIRTUS NEWFLEET
$24.6M1.13M
15.6%
~0%
Reduced · −18 sh
3Virtus ETF TR II
SEIX SR LN ETF
$8.9M386.8K
5.6%
Held
4SPDR Series Trust
ST BLOO HIGH ETF
$4.3M44.4K
2.7%
−27%
Reduced · −17K sh
5Cable One Inc
NOTE 1.125% 3/1
$1.9M2.90M
1.2%
−78%
Reduced · −10.5M sh
6Ishares TR
IBOXX HI YD ETF
$1.5M19.3K
1.0%
+49%
Added · +6K sh
7Western Digital Corp
NOTE 3.000%11/1
$1.2M71.0K
0.8%
−34%
Reduced · −36K sh
8Virtus ETF TR II
SEIX AAA PRIVAAT
$1.2M48.0K
0.8%
Held
9Invesco Exch Traded FD TR II
SR LN ETF
$1.1M54.2K
0.7%
+132%
Added · +31K sh
10MKS Inc.
NOTE 1.250% 6/0
$754K256.0K
0.5%
New
New position
11Granite Constr Inc
NOTE 3.250% 6/1
$699K334.0K
0.4%
−4.0%
Reduced · −14K sh
12Janus Detroit STR TR
B-BBB CLO ETF
$641K13.5K
0.4%
New
New position
13Snowflake Inc
NOTE 10/0
$626K354.0K
0.4%
New
New position
14Boeing Co
DEP CONV PFD A
$600K8.8K
0.4%
New
New position
15Snowflake Inc
NOTE 10/0
$590K355.0K
0.4%
New
New position
16Macom Tech Solutions Hldgs I
NOTE 12/1
$486K211.0K
0.3%
New
New position
17Rubrik Inc.
NOTE 6/1
$460K451.0K
0.3%
New
New position
18Sphere Entertainment Co
NOTE 3.500%12/0
$431K88.0K
0.3%
New
New position
19Seagate HDD Cayman
NOTE 3.500% 6/0
$408K35.0K
0.3%
−67%
Reduced · −72K sh
20Alignment Healthcare Inc
NOTE 4.250%11/1
$399K234.0K
0.3%
New
New position
21Hewlett Packard Enterprise C
7.625 MAND CONV
$392K3.4K
0.2%
New
New position
22Guardant Health Inc
DEBT 1.250% 2/1
$342K136.0K
0.2%
New
New position
23Lci Inds
NOTE 3.000% 3/0
$336K301.0K
0.2%
New
New position
24Solaris Energy Infras Inc
NOTE 0.250%10/0
$327K201.0K
0.2%
New
New position
25Varonis Sys Inc
NOTE 1.000% 9/1
$321K332.0K
0.2%
New
New position
26Wells Fargo & Co
PERP PFD CNV A
$315K272
0.2%
New
New position
27Osi Systems Inc
NOTE 2.250% 8/0
$311K233.0K
0.2%
New
New position
28Blackline Inc
NOTE 1.000% 6/0
$282K306.0K
0.2%
New
New position
29Encore Cap Group Inc
NOTE 4.000% 3/1
$281K184.0K
0.2%
New
New position
30NextEra Energy Cap Hldgs Inc
NOTE 3.000% 3/0
$252K192.0K
0.2%
New
New position
31Rivian Automotive Inc
NOTE 4.625% 3/1
$251K212.0K
0.2%
New
New position
32Albemarle Corp
7.25% DEP SHS A
$249K4.5K
0.2%
New
New position
33Herbalife Ltd
NOTE 4.250% 6/1
$235K205.0K
0.1%
New
New position
34Evergy Inc
NOTE 4.500%12/1
$230K162.0K
0.1%
New
New position
35Live Nation Entertainment In
NOTE 2.875% 1/1
$230K193.0K
0.1%
New
New position
36Greenbrier Cos Inc
NOTE 2.875% 4/1
$227K199.0K
0.1%
New
New position
37Halozyme Therapeutics Inc
NOTE 1.000% 8/1
$222K152.0K
0.1%
New
New position
38NCL Corp Ltd
NOTE 0.875% 4/1
$222K199.0K
0.1%
New
New position
39Livanova PLC
NOTE 2.500% 3/1
$220K162.0K
0.1%
New
New position
40Conmed Corp
NOTE 2.250% 6/1
$213K218.0K
0.1%
New
New position
41Enovis Corporation
NOTE 3.875%10/1
$210K219.0K
0.1%
New
New position
42Stride Inc
NOTE 1.125% 9/0
$201K119.0K
0.1%
New
New position
43Epr Pptys
PFD C CV 5.75%
$199K7.8K
0.1%
New
New position
44Brightspring Health Svcs Inc
UNIT 02/01/2027
$199K859
0.1%
New
New position
45Irhythm Holdings Inc
NOTE 1.500% 9/0
$194K177.0K
0.1%
New
New position
46Alnylam Pharmaceuticals Inc
NOTE 1.000% 9/1
$194K161.0K
0.1%
New
New position
47Pacira Biosciences Inc
NOTE 2.125% 5/1
$190K191.0K
0.1%
New
New position
48Alarm Com Hldgs Inc
NOTE 2.250% 6/0
$190K201.0K
0.1%
New
New position
49Envista Holdings Corporation
NOTE 1.750% 8/1
$190K190.0K
0.1%
New
New position
50Innoviva Inc
NOTE 2.125% 3/1
$186K174.0K
0.1%
New
New position
Showing 50 of 85 positions
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Filing history

As-of date vs the date the SEC received each filing

$158.4M · Q2 2026Q2 2025 · $110.1MQ2 2026 · $158.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d86$158.4M13F-HR
Q1 2026Mar 31, 2026May 13, 202643d24$122.5M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d24$132.3M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d24$133.0M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d27$110.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.