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 48 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $56.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
21,652
shares
|
$514,884
0.0% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
17,117
shares
|
$407,042
0.05% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
16,397
shares
|
$389,920
0.03% of portfolio
|
Q2 2024
Added 10.07%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
15,877
shares
|
$377,555
0.0% of portfolio
|
Q2 2024
Added 29.92%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
12,400
shares
|
$294,872
0.03% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,581
shares
|
$275,396
0.0% of portfolio
|
Q2 2024
Reduced 91.28%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
11,410
shares
|
$271,329
0.01% of portfolio
|
Q2 2024
Added 17.62%
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
10,809
shares
|
$257,038
0.13% of portfolio
|
Q2 2024
New holding
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
10,065
shares
|
$239,345
0.01% of portfolio
|
Q2 2024
Added 6.13%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,833
shares
|
$233,828
0.02% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
9,701
shares
|
$230,689
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
8,416
shares
|
$200,132
0.01% of portfolio
|
Q2 2024
New holding
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
6,994
shares
|
$166,317
0.09% of portfolio
|
Q2 2024
New holding
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
4,200
shares
|
$99,876
0.06% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
2,980
shares
|
$70,864
0.0% of portfolio
|
Q2 2024
Added 3.47%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
2,620
shares
|
$62,303
0.03% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,560
shares
|
$60,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,051
shares
|
$24,992
0.0% of portfolio
|
Q4 2023
Reduced 98.09%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
401
shares
|
$9,535
0.0% of portfolio
|
Q2 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
84
shares
|
$1,997
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2
shares
|
$47
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|