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 76 institutions that hold shares in the stock, with a total of 6.85 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
51,050
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
50,736
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Added 66.75%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
47,930
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
45,805
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
45,188
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Added 33.85%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
44,539
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
43,764
shares
|
$1.03 Million
0.38% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
42,579
shares
|
$999,754
0.0% of portfolio
|
Q2 2025
Reduced 71.99%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
37,144
shares
|
$872,141
0.48% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
32,576
shares
|
$764,884
0.0% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
30,031
shares
|
$705,127
0.56% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
29,339
shares
|
$688,879
0.09% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
25,955
shares
|
$609,423
0.13% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
23,410
shares
|
$549,666
0.03% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
20,872
shares
|
$490,074
0.0% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
20,546
shares
|
$482,420
0.08% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
20,035
shares
|
$470,421
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
19,748
shares
|
$463,683
0.03% of portfolio
|
Q2 2025
Reduced 40.97%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
18,940
shares
|
$444,711
0.04% of portfolio
|
Q2 2025
Added 39.21%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
18,855
shares
|
$442,715
0.0% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
18,733
shares
|
$439,850
0.18% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
16,580
shares
|
$389,298
0.08% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
16,577
shares
|
$389,227
0.11% of portfolio
|
Q3 2025
Added 46.43%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
16,568
shares
|
$389,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
16,179
shares
|
$379,882
0.23% of portfolio
|
Q2 2025
Reduced 6.85%
|