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 45 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
612,217
shares
|
$25.8 Million
0.0% of portfolio
|
Q3 2025
Added 60.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
481,603
shares
|
$20.3 Million
0.0% of portfolio
|
Q3 2025
Added 36.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
198,171
shares
|
$8.37 Million
0.0% of portfolio
|
Q3 2025
Added 39.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
195,741
shares
|
$8.26 Million
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188,978
shares
|
$7.98 Million
2.6% of portfolio
|
Q1 2023
Reduced 24.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
154,812
shares
|
$6.54 Million
0.03% of portfolio
|
Q2 2025
Added 25.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
124,650
shares
|
$5.26 Million
0.0% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
100,517
shares
|
$4.24 Million
0.28% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
95,800
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
79,711
shares
|
$3.37 Million
0.01% of portfolio
|
Q3 2025
Added 589.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
70,698
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2025
Added 99.45%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
60,712
shares
|
$2.56 Million
0.66% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
44,987
shares
|
$1.9 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
37,089
shares
|
$1.57 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
34,801
shares
|
$1.47 Million
0.55% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
32,165
shares
|
$1.36 Million
0.37% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
32,088
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.04%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
30,079
shares
|
$1.27 Million
0.36% of portfolio
|
Q3 2025
Reduced 52.63%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
25,181
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
24,995
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 38.92%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
24,612
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
22,761
shares
|
$960,969
0.0% of portfolio
|
Q3 2025
Reduced 37.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,361
shares
|
$944,081
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
19,581
shares
|
$826,709
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Oct 10, 2025 Q3 2025 |
14,400
shares
|
$607,968
0.5% of portfolio
|
Q3 2025
Reduced 3.3%
|