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 32 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
197,362
shares
|
$7.95 Million
0.0% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188,978
shares
|
$7.61 Million
2.6% of portfolio
|
Q1 2023
Reduced 24.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
134,469
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2024
Added 77.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
115,656
shares
|
$4.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
75,928
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
64,408
shares
|
$2.59 Million
0.82% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
61,481
shares
|
$2.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
57,121
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 55.84%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
48,627
shares
|
$1.96 Million
0.16% of portfolio
|
Q3 2024
Added 52.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
42,834
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 46.76%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
40,937
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
40,372
shares
|
$1.63 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
39,277
shares
|
$1.58 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
33,875
shares
|
$1.36 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,361
shares
|
$900,924
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
15,386
shares
|
$619,901
0.01% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,110
shares
|
$608,781
0.01% of portfolio
|
Q3 2024
Added 34.95%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
15,070
shares
|
$607,170
0.05% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,277
shares
|
$575,220
0.0% of portfolio
|
Q3 2024
Added 170.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,136
shares
|
$488,959
0.01% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
9,499
shares
|
$382,714
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
7,268
shares
|
$292,827
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
6,055
shares
|
$243,955
0.0% of portfolio
|
Q3 2024
Reduced 73.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,440
shares
|
$138,597
0.0% of portfolio
|
Q3 2024
Added 72.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,670
shares
|
$107,574
0.04% of portfolio
|
Q3 2024
Added 0.83%
|