Institutional Ownership Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 991,474 shares, which have been reported (via 13F filing form) to have a value of $34.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188,978
shares
|
$6.5 Million
2.6% of portfolio
|
Q1 2023
Reduced 24.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
133,703
shares
|
$4.6 Million
0.04% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
108,247
shares
|
$3.72 Million
0.0% of portfolio
|
Q1 2024
Added 556.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 22, 2024 Q1 2024 |
96,535
shares
|
$3.32 Million
1.2% of portfolio
|
Q1 2024
Added 60.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
89,289
shares
|
$3.07 Million
0.1% of portfolio
|
Q1 2024
Added 298.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
65,257
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2024
Added 17.16%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 30, 2024 Q1 2024 |
42,190
shares
|
$1.45 Million
0.19% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 15, 2024 Q1 2024 |
42,016
shares
|
$1.44 Million
0.67% of portfolio
|
Q1 2024
Reduced 18.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
39,415
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2024
Added 18.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
32,525
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.85%
|
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
29,650
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2024
Added 144.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
25,465
shares
|
$875,741
0.0% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
22,918
shares
|
$788,150
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
15,887
shares
|
$546,353
0.0% of portfolio
|
Q1 2024
Added 1346.9%
|
|
|
Grassi Investment Management
|
Apr 10, 2024 Q1 2024 |
15,350
shares
|
$527,886
0.05% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
13,450
shares
|
$462,545
0.02% of portfolio
|
Q4 2023
Added 1.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
9,435
shares
|
$324,469
0.0% of portfolio
|
Q1 2024
Added 15.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
5,981
shares
|
$205,686
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
5,277
shares
|
$181,476
0.0% of portfolio
|
Q1 2024
Reduced 40.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
May 14, 2024 Q1 2024 |
4,245
shares
|
$145,985
0.04% of portfolio
|
Q4 2023
Reduced 94.36%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
2,625
shares
|
$90,273
0.04% of portfolio
|
Q1 2024
Added 123.4%
|
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
2,000
shares
|
$68,780
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
486
shares
|
$16,713
0.0% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
436
shares
|
$14,994
0.0% of portfolio
|
Q4 2023
Added 232.82%
|
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
113
shares
|
$3,886
0.0% of portfolio
|
Q3 2023
New holding
|
|