Institutional Ownership Virtus ETF Tr Ii Seix Sr Ln Et (SEIX)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Seix Sr Ln Et (SEIX). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $56.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
259,988
shares
|
$6.2 Million
1.6% of portfolio
|
Q2 2024
Added 19.0%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
257,666
shares
|
$6.14 Million
0.54% of portfolio
|
Q3 2022
Reduced 3.12%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
214,393
shares
|
$5.11 Million
0.06% of portfolio
|
Q2 2024
Reduced 20.68%
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Aug 14, 2024 Q2 2024 |
210,382
shares
|
$5.01 Million
20.07% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
203,764
shares
|
$4.86 Million
0.03% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
162,885
shares
|
$3.88 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
110,699
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
76,266
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2024
Added 5.37%
|
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
60,083
shares
|
$1.43 Million
0.17% of portfolio
|
Q2 2024
Added 4.19%
|
|
|
Rovin Capital
|
Jul 18, 2024 Q2 2024 |
58,670
shares
|
$1.4 Million
0.58% of portfolio
|
Q2 2024
Added 16.7%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
57,456
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Added 10.42%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
55,736
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
47,071
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
46,309
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
46,288
shares
|
$1.1 Million
0.17% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
43,764
shares
|
$1.04 Million
0.38% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
40,050
shares
|
$954,391
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 18, 2024 Q2 2024 |
34,915
shares
|
$832,024
0.73% of portfolio
|
Q2 2024
Added 7.32%
|
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
31,427
shares
|
$748,905
0.09% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,150
shares
|
$742,304
0.04% of portfolio
|
Q2 2024
Reduced 21.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
30,257
shares
|
$721,024
0.04% of portfolio
|
Q2 2024
Added 13.92%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
28,425
shares
|
$677,367
0.01% of portfolio
|
Q2 2024
Added 5.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
27,022
shares
|
$643,934
0.05% of portfolio
|
Q2 2024
Added 33.96%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
24,606
shares
|
$586,360
0.17% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
22,591
shares
|
$538,343
0.0% of portfolio
|
Q2 2024
Reduced 6.39%
|