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 75 institutions that hold shares in the stock, with a total of 6.35 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
50,191
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
49,389
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
49,320
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.88%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
45,805
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
43,764
shares
|
$1.03 Million
0.38% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
38,133
shares
|
$896,506
0.67% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
33,761
shares
|
$793,721
0.03% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
33,454
shares
|
$786,503
0.06% of portfolio
|
Q1 2025
Reduced 26.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
32,723
shares
|
$769,317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
30,427
shares
|
$715,338
0.05% of portfolio
|
Q1 2025
Added 33.18%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,311
shares
|
$689,101
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
29,053
shares
|
$683,036
0.09% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
26,109
shares
|
$613,822
0.11% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
25,671
shares
|
$603,525
0.14% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
24,686
shares
|
$580,367
0.0% of portfolio
|
Q1 2025
Reduced 38.88%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
23,974
shares
|
$563,628
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
22,375
shares
|
$526,036
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
20,524
shares
|
$482,519
0.0% of portfolio
|
Q1 2025
Added 101.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,272
shares
|
$476,594
0.0% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
17,369
shares
|
$408,345
0.26% of portfolio
|
Q1 2025
Added 67.25%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
17,214
shares
|
$404,701
0.2% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
16,652
shares
|
$391,488
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
14,100
shares
|
$331,491
0.03% of portfolio
|
Q1 2025
Added 43.88%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
13,605
shares
|
$319,853
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
12,869
shares
|
$302,550
0.0% of portfolio
|
Q1 2025
Reduced 93.22%
|