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 72 institutions that hold shares in the stock, with a total of 5.37 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
10,385
shares
|
$240,620
0.26% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,180
shares
|
$235,870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,833
shares
|
$227,830
0.02% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,643
shares
|
$223,428
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,580
shares
|
$221,968
0.0% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
9,356
shares
|
$216,778
0.07% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
4,200
shares
|
$97,314
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
3,495
shares
|
$80,979
0.03% of portfolio
|
Q3 2024
Added 33.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,135
shares
|
$49,467
0.0% of portfolio
|
Q4 2024
Reduced 47.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
989
shares
|
$22,915
0.0% of portfolio
|
Q4 2024
Reduced 67.85%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
924
shares
|
$21,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
692
shares
|
$16,033
0.0% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
570
shares
|
$13,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
512
shares
|
$11,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
300
shares
|
$6,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
197
shares
|
$4,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
84
shares
|
$1,946
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
15
shares
|
$347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
9
shares
|
$208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|