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 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $98.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
11,855
shares
|
$500,518
0.04% of portfolio
|
Q2 2025
Reduced 20.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
11,811
shares
|
$498,660
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,855
shares
|
$373,858
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,622
shares
|
$321,800
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
7,062
shares
|
$298,157
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,710
shares
|
$283,296
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,525
shares
|
$275,485
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
6,055
shares
|
$255,642
0.0% of portfolio
|
Q3 2024
Reduced 73.58%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,030
shares
|
$254,586
0.0% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,902
shares
|
$206,962
0.0% of portfolio
|
Q2 2025
Added 784.84%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,862
shares
|
$120,833
0.05% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
496
shares
|
$20,941
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
400
shares
|
$16,888
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
375
shares
|
$15,832
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
138
shares
|
$5,826
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
100
shares
|
$4,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
80
shares
|
$3,377
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
15
shares
|
$633
0.0% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
8
shares
|
$337
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|