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 57 institutions that hold shares in the stock, with a total of 2.7 Million shares, which have been reported (via 13F filing form) to have a value of $64.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
282,194
shares
|
$6.76 Million
1.56% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
257,666
shares
|
$6.17 Million
0.54% of portfolio
|
Q3 2022
Reduced 3.12%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
246,879
shares
|
$5.92 Million
0.06% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
234,312
shares
|
$5.61 Million
0.12% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Nov 14, 2024 Q3 2024 |
210,382
shares
|
$5.04 Million
24.78% of portfolio
|
Q1 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
132,013
shares
|
$3.16 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
114,699
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
98,940
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.44%
|
|
|
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%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
59,146
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
58,415
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
56,866
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Added 87.94%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
56,667
shares
|
$1.36 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
56,168
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
49,949
shares
|
$1.2 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
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
45,805
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
45,488
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
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
|
$983,438
0.0% of portfolio
|
Q3 2024
Reduced 28.56%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
38,545
shares
|
$923,538
0.69% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
35,158
shares
|
$842,385
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
32,878
shares
|
$787,756
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
30,264
shares
|
$725,125
0.05% of portfolio
|
Q3 2024
Added 12.0%
|