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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
29,951
shares
|
$717,625
0.01% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
26,033
shares
|
$623,750
0.07% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
25,030
shares
|
$599,718
0.16% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
22,230
shares
|
$532,630
0.0% of portfolio
|
Q3 2024
Added 40.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,790
shares
|
$450,208
0.0% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
17,117
shares
|
$410,123
0.05% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
14,897
shares
|
$356,932
0.03% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,619
shares
|
$326,311
0.0% of portfolio
|
Q3 2024
Reduced 70.59%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
11,029
shares
|
$264,254
0.1% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
10,950
shares
|
$262,362
0.01% of portfolio
|
Q4 2024
Added 20.98%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
10,826
shares
|
$259,390
0.01% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
10,800
shares
|
$258,768
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
10,608
shares
|
$254,167
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
10,182
shares
|
$243,960
0.23% of portfolio
|
Q3 2024
Added 45.58%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,145
shares
|
$243,074
0.01% of portfolio
|
Q3 2024
Reduced 81.8%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,833
shares
|
$235,598
0.02% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
9,800
shares
|
$234,808
0.02% of portfolio
|
Q4 2024
Reduced 97.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,655
shares
|
$231,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
9,273
shares
|
$222,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,030
shares
|
$216,358
0.0% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
4,200
shares
|
$100,632
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,036
shares
|
$96,702
0.0% of portfolio
|
Q3 2024
Added 57.66%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
3,495
shares
|
$83,740
0.03% of portfolio
|
Q3 2024
Added 33.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,076
shares
|
$73,700
0.0% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,868
shares
|
$44,757
0.0% of portfolio
|
Q3 2024
New holding
|