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 46 institutions that hold shares in the stock, with a total of 2.71 Million shares, which have been reported (via 13F filing form) to have a value of $64.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
417,690
shares
|
$9.97 Million
0.05% of portfolio
|
Q3 2024
Added 3268.47%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
275,934
shares
|
$6.59 Million
1.57% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
257,666
shares
|
$6.15 Million
0.54% of portfolio
|
Q3 2022
Reduced 3.12%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
214,393
shares
|
$5.12 Million
0.06% of portfolio
|
Q2 2024
Reduced 20.68%
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Aug 14, 2024 Q2 2024 |
210,382
shares
|
$5.02 Million
20.07% of portfolio
|
Q1 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
186,378
shares
|
$4.45 Million
0.1% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
110,699
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
98,940
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
76,266
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2024
Added 5.37%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
72,087
shares
|
$1.72 Million
0.64% of portfolio
|
Q3 2024
Added 22.87%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
58,519
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
57,456
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Added 10.42%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
56,866
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Added 87.94%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
55,736
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
49,949
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 121.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
46,309
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
45,721
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
43,764
shares
|
$1.05 Million
0.38% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
42,692
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
37,860
shares
|
$904,096
0.71% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,150
shares
|
$743,862
0.04% of portfolio
|
Q2 2024
Reduced 21.58%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
28,425
shares
|
$678,789
0.01% of portfolio
|
Q2 2024
Added 5.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
27,022
shares
|
$645,285
0.05% of portfolio
|
Q2 2024
Added 33.96%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
26,033
shares
|
$621,668
0.07% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
24,606
shares
|
$587,591
0.17% of portfolio
|
Q2 2024
Added 0.66%
|