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 72 institutions that hold shares in the stock, with a total of 5.57 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
750,349
shares
|
$17.5 Million
5.0% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Feb 14, 2025 Q4 2024 |
528,855
shares
|
$12.3 Million
47.17% of portfolio
|
Q4 2024
Added 151.38%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
387,091
shares
|
$9.03 Million
0.0% of portfolio
|
Q1 2025
Added 455.8%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
319,573
shares
|
$7.46 Million
1.59% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
308,810
shares
|
$7.21 Million
0.07% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
257,666
shares
|
$6.01 Million
0.54% of portfolio
|
Q3 2022
Reduced 3.12%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
240,181
shares
|
$5.61 Million
0.11% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
211,504
shares
|
$4.94 Million
0.02% of portfolio
|
Q1 2025
Added 67.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
189,705
shares
|
$4.43 Million
0.0% of portfolio
|
Q4 2024
Added 1292.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
164,062
shares
|
$3.83 Million
0.02% of portfolio
|
Q4 2024
Added 1716.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
154,608
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
154,079
shares
|
$3.6 Million
2.98% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
153,685
shares
|
$3.59 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
152,487
shares
|
$3.56 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
147,644
shares
|
$3.45 Million
0.01% of portfolio
|
Q4 2024
Added 685.76%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
122,742
shares
|
$2.86 Million
1.01% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
100,948
shares
|
$2.36 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
99,280
shares
|
$2.32 Million
0.04% of portfolio
|
Q1 2025
Added 113.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
73,750
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 669.83%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
62,787
shares
|
$1.47 Million
0.08% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
60,028
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
59,258
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
58,111
shares
|
$1.36 Million
0.42% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
45,805
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
45,447
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Added 50.17%
|