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 38 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $79.7 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
|
$12.6 Million
0.0% of portfolio
|
Q1 2025
Added 80.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
302,457
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
208,316
shares
|
$8.22 Million
0.0% of portfolio
|
Q1 2025
Added 149.5%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188,978
shares
|
$7.46 Million
2.6% of portfolio
|
Q1 2023
Reduced 24.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
135,436
shares
|
$5.35 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
|
$4.87 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
|
$4.58 Million
0.0% of portfolio
|
Q1 2025
Added 264.65%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
90,011
shares
|
$3.55 Million
0.29% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
64,408
shares
|
$2.54 Million
0.82% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
62,778
shares
|
$2.48 Million
0.78% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
59,313
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Added 41.23%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
47,637
shares
|
$1.88 Million
0.57% of portfolio
|
Q1 2025
Added 40.63%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
40,372
shares
|
$1.59 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
36,306
shares
|
$1.43 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
32,179
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
31,912
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 123.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
24,995
shares
|
$986,552
0.01% of portfolio
|
Q1 2025
Added 38.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,361
shares
|
$882,588
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
15,742
shares
|
$621,336
0.63% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
15,000
shares
|
$592,050
0.05% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
12,856
shares
|
$507,426
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,965
shares
|
$472,258
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,295
shares
|
$445,813
0.0% of portfolio
|
Q1 2025
Added 84.98%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
9,000
shares
|
$355,230
0.01% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,150
shares
|
$321,680
0.0% of portfolio
|
Q1 2025
Reduced 79.07%
|