Purchases and Sales Made in Q2 2025 in Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET) during Q2 2025. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II VIRTUS TERRAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.2K+ 20.18% |
$2.11M - $2.63M
|
383K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.7K+ 16.42% |
$1.63M - $2.03M
|
352K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.2K+ 579.34% |
$1.55M - $1.93M
|
55.4K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.3K+ 67.99% |
$1.32M - $1.65M
|
99.6K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.4KNew |
$1.16M - $1.45M
|
35.4K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.3K+ 25.38% |
$1.03M - $1.28M
|
155K
$6.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
28KNew |
$918K - $1.14M
|
28K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22.5KNew |
$739K - $921K
|
22.5K
$950K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.86KNew |
$291K - $362K
|
8.86K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
7.69K+ 16.15% |
$252K - $315K
|
55.3K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
7.06KNew |
$232K - $289K
|
7.06K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.01K+ 5.17% |
$230K - $287K
|
142K
$6.01M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.42K+ 6.44% |
$211K - $263K
|
106K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.73K+ 14.83% |
$155K - $194K
|
36.6K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.35K+ 784.84% |
$143K - $178K
|
4.9K
$207K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.25K+ 36.11% |
$107K - $133K
|
12.3K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.49K+ 2.14% |
$81.6K - $102K
|
119K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
873+ 0.97% |
$28.6K - $35.7K
|
90.9K
$3.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
718+ 1.14% |
$23.6K - $29.4K
|
63.5K
$2.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
400New |
$13.1K - $16.4K
|
400
$16.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
386New |
$12.7K - $15.8K
|
386
$16.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
268+ 2.37% |
$8.79K - $11K
|
11.6K
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111New |
$3.64K - $4.54K
|
111
$4.69K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
107+ 1.62% |
$3.51K - $4.38K
|
6.71K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
100+ 1.33% |
$3.28K - $4.09K
|
7.62K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
80New |
$2.62K - $3.27K
|
80
$3.38K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
54+ 0.22% |
$1.77K - $2.21K
|
25K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
51+ 1.82% |
$1.67K - $2.09K
|
2.85K
$120K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-154- 1.29% |
$5.05K - $6.3K
|
11.8K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-416- 6.45% |
$13.6K - $17K
|
6.03K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-850- 5.4% |
$27.9K - $34.8K
|
14.9K
$629K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.08K- 2.96% |
$35.3K - $44K
|
35.2K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.1K- 2.72% |
$36.1K - $45K
|
39.3K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-3.15K- 20.97% |
$103K - $129K
|
11.9K
$501K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-19K- 29.47% |
$623K - $776K
|
45.4K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.4K- 9.8% |
$670K - $835K
|
188K
$7.93M
|