Institutional Ownership Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 2.08 Million shares, which have been reported (via 13F filing form) to have a value of $85.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
318,312
shares
|
$13.1 Million
0.0% of portfolio
|
Q1 2025
Added 80.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
302,457
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
208,316
shares
|
$8.55 Million
0.0% of portfolio
|
Q1 2025
Added 149.5%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188,978
shares
|
$7.76 Million
2.6% of portfolio
|
Q1 2023
Reduced 24.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
135,436
shares
|
$5.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
123,478
shares
|
$5.07 Million
0.03% of portfolio
|
Q1 2025
Added 119.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
116,051
shares
|
$4.76 Million
0.0% of portfolio
|
Q1 2025
Added 264.65%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
90,011
shares
|
$3.69 Million
0.29% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
63,496
shares
|
$2.61 Million
0.8% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
59,313
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Added 41.23%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
55,328
shares
|
$2.27 Million
0.65% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
45,430
shares
|
$1.86 Million
0.57% of portfolio
|
Q2 2025
Reduced 29.47%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
39,272
shares
|
$1.61 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
35,231
shares
|
$1.45 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
32,179
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
31,912
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 123.8%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
27,965
shares
|
$1.15 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
24,995
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 38.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
24,995
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 38.92%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
22,510
shares
|
$924,035
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,361
shares
|
$917,919
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
14,892
shares
|
$611,316
0.53% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,250
shares
|
$502,862
0.01% of portfolio
|
Q2 2025
Added 36.11%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
11,855
shares
|
$486,647
0.04% of portfolio
|
Q2 2025
Reduced 20.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
11,811
shares
|
$484,841
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|