Institutional Ownership Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 1.54 Million shares, which have been reported (via 13F filing form) to have a value of $59.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
264,013
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Added 33.77%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188,978
shares
|
$7.3 Million
2.6% of portfolio
|
Q1 2023
Reduced 24.58%
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
176,637
shares
|
$6.82 Million
0.0% of portfolio
|
Q4 2024
Added 31.36%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
137,723
shares
|
$5.32 Million
0.0% of portfolio
|
Q4 2024
Added 19.08%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
83,492
shares
|
$3.22 Million
0.0% of portfolio
|
Q4 2024
Added 778.96%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
80,168
shares
|
$3.1 Million
0.01% of portfolio
|
Q4 2024
Added 5.58%
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
64,466
shares
|
$2.49 Million
0.24% of portfolio
|
Q4 2024
Added 32.57%
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
64,408
shares
|
$2.49 Million
0.82% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
61,481
shares
|
$2.37 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
56,320
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
40,937
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
40,372
shares
|
$1.56 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
38,942
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
38,844
shares
|
$1.5 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
33,875
shares
|
$1.31 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
31,825
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,361
shares
|
$863,581
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
17,992
shares
|
$694,851
0.01% of portfolio
|
Q4 2024
Added 16.94%
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
15,070
shares
|
$582,003
0.05% of portfolio
|
Q4 2024
Added 0.13%
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
14,319
shares
|
$552,999
0.51% of portfolio
|
Q4 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
14,259
shares
|
$550,682
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
11,965
shares
|
$462,088
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
7,268
shares
|
$280,690
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,222
shares
|
$240,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
6,106
shares
|
$235,813
0.0% of portfolio
|
Q4 2024
New holding
|