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 74 institutions that hold shares in the stock, with a total of 6.74 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
50,736
shares
|
$1.2 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
|
$1.07 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
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.99%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
42,550
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
39,748
shares
|
$939,245
0.58% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
29,339
shares
|
$693,280
0.09% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,311
shares
|
$692,618
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
25,955
shares
|
$613,316
0.13% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
25,404
shares
|
$600,296
0.0% of portfolio
|
Q2 2025
Reduced 48.49%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
22,375
shares
|
$528,721
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
20,872
shares
|
$493,205
0.0% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
20,546
shares
|
$485,501
0.08% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
19,748
shares
|
$466,645
0.03% of portfolio
|
Q2 2025
Reduced 40.97%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
18,940
shares
|
$447,552
0.04% of portfolio
|
Q2 2025
Added 39.21%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
18,855
shares
|
$445,543
0.0% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
18,733
shares
|
$442,660
0.18% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
16,580
shares
|
$391,785
0.08% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
16,568
shares
|
$391,501
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
16,179
shares
|
$382,309
0.23% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
15,515
shares
|
$366,619
0.0% of portfolio
|
Q2 2025
Reduced 37.15%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
13,314
shares
|
$314,609
0.01% of portfolio
|
Q2 2025
Added 6.42%
|