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 45 institutions that hold shares in the stock, with a total of 2.32 Million shares, which have been reported (via 13F filing form) to have a value of $95.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
382,548
shares
|
$15.8 Million
0.0% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
352,115
shares
|
$14.5 Million
0.0% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188,978
shares
|
$7.79 Million
2.6% of portfolio
|
Q1 2023
Reduced 24.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
187,905
shares
|
$7.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
154,812
shares
|
$6.38 Million
0.03% of portfolio
|
Q2 2025
Added 25.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
142,441
shares
|
$5.87 Million
0.0% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
118,537
shares
|
$4.88 Million
0.0% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
99,637
shares
|
$4.11 Million
0.01% of portfolio
|
Q2 2025
Added 67.99%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
90,884
shares
|
$3.74 Million
0.27% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
63,496
shares
|
$2.62 Million
0.8% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
55,366
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 579.34%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
55,328
shares
|
$2.28 Million
0.65% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
45,430
shares
|
$1.87 Million
0.57% of portfolio
|
Q2 2025
Reduced 29.47%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
39,272
shares
|
$1.62 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
36,644
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
35,447
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
35,231
shares
|
$1.45 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
27,965
shares
|
$1.15 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
25,049
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
24,995
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 38.92%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
22,510
shares
|
$927,412
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,361
shares
|
$921,273
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
14,892
shares
|
$613,550
0.53% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,250
shares
|
$504,700
0.01% of portfolio
|
Q2 2025
Added 36.11%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
11,855
shares
|
$488,426
0.04% of portfolio
|
Q2 2025
Reduced 20.97%
|