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 33 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $54.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
197,362
shares
|
$7.58 Million
0.0% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188,978
shares
|
$7.26 Million
2.6% of portfolio
|
Q1 2023
Reduced 24.58%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
149,141
shares
|
$5.73 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
134,469
shares
|
$5.16 Million
0.0% of portfolio
|
Q3 2024
Added 77.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
115,656
shares
|
$4.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
105,956
shares
|
$4.07 Million
1.31% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
75,928
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
64,636
shares
|
$2.48 Million
0.3% of portfolio
|
Q3 2024
Added 179.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
57,121
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 55.84%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
48,627
shares
|
$1.87 Million
0.16% of portfolio
|
Q3 2024
Added 52.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
42,834
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 46.76%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
40,937
shares
|
$1.57 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
40,637
shares
|
$1.56 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
39,277
shares
|
$1.51 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,361
shares
|
$858,886
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
15,386
shares
|
$590,976
0.01% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,110
shares
|
$580,375
0.01% of portfolio
|
Q3 2024
Added 34.95%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
15,050
shares
|
$578,070
0.05% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,277
shares
|
$548,379
0.0% of portfolio
|
Q3 2024
Added 170.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,136
shares
|
$466,143
0.01% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
9,499
shares
|
$364,856
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
7,115
shares
|
$273,287
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
6,055
shares
|
$232,572
0.0% of portfolio
|
Q3 2024
Reduced 73.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,440
shares
|
$132,130
0.0% of portfolio
|
Q3 2024
Added 72.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,670
shares
|
$102,554
0.04% of portfolio
|
Q3 2024
Added 0.83%
|