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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
12,511
shares
|
$294,133
0.01% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
11,106
shares
|
$261,102
0.01% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
10,969
shares
|
$257,881
0.12% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
10,800
shares
|
$253,908
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,631
shares
|
$249,934
0.0% of portfolio
|
Q1 2025
Reduced 76.57%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
10,093
shares
|
$237,286
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
10,031
shares
|
$235,828
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,848
shares
|
$231,526
0.0% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,833
shares
|
$231,173
0.02% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
9,356
shares
|
$219,959
0.07% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,201
shares
|
$216,315
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
4,862
shares
|
$114,305
0.04% of portfolio
|
Q1 2025
Added 39.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,000
shares
|
$94,040
0.0% of portfolio
|
Q1 2025
Added 87.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
989
shares
|
$23,251
0.0% of portfolio
|
Q4 2024
Reduced 67.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
692
shares
|
$16,268
0.0% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
570
shares
|
$13,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
512
shares
|
$12,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
300
shares
|
$7,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
197
shares
|
$4,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
87
shares
|
$2,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
38
shares
|
$893
0.0% of portfolio
|
Q1 2025
Added 153.33%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
9
shares
|
$211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|