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 51 institutions that hold shares in the stock, with a total of 2.79 Million shares, which have been reported (via 13F filing form) to have a value of $66.6 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
|
$9.98 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
|
$6.16 Million
0.54% of portfolio
|
Q3 2022
Reduced 3.12%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
246,879
shares
|
$5.9 Million
0.06% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Nov 14, 2024 Q3 2024 |
210,382
shares
|
$5.03 Million
24.78% 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 |
Nov 13, 2024 Q3 2024 |
114,699
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
98,940
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.44%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
72,087
shares
|
$1.72 Million
0.64% of portfolio
|
Q3 2024
Added 22.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
71,805
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2024
Added 130.51%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
58,519
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
56,866
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Added 87.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
56,168
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.35%
|
|
|
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%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
49,810
shares
|
$1.19 Million
1.0% of portfolio
|
Q3 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%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
41,045
shares
|
$980,975
0.0% of portfolio
|
Q3 2024
Reduced 28.56%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
37,860
shares
|
$904,854
0.71% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
35,158
shares
|
$840,276
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
30,264
shares
|
$723,309
0.05% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
29,951
shares
|
$715,828
0.01% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
26,033
shares
|
$622,188
0.07% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
25,030
shares
|
$598,217
0.16% of portfolio
|
Q3 2024
Added 1.72%
|