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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,522
shares
|
$296,893
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,603
shares
|
$260,620
0.0% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,446
shares
|
$254,423
0.0% of portfolio
|
Q1 2025
Added 87.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
6,055
shares
|
$238,990
0.0% of portfolio
|
Q3 2024
Reduced 73.58%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2,798
shares
|
$110,437
0.05% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
554
shares
|
$21,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
496
shares
|
$19,577
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
128
shares
|
$5,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
100
shares
|
$3,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
15
shares
|
$592
0.0% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
8
shares
|
$315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|