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 48 institutions that hold shares in the stock, with a total of 2.83 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,266
shares
|
$514,190
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
12,250
shares
|
$513,520
0.01% of portfolio
|
Q2 2025
Added 36.11%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
11,855
shares
|
$496,961
0.04% of portfolio
|
Q2 2025
Reduced 20.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
11,811
shares
|
$495,117
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
10,109
shares
|
$423,769
0.0% of portfolio
|
Q3 2025
Added 50.66%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
7,635
shares
|
$320,059
0.1% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,422
shares
|
$311,130
0.0% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,525
shares
|
$273,528
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,855
shares
|
$245,441
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,850
shares
|
$245,232
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,862
shares
|
$119,975
0.05% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
745
shares
|
$31,230
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
496
shares
|
$20,792
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
420
shares
|
$17,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
400
shares
|
$16,768
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
375
shares
|
$15,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
138
shares
|
$5,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
100
shares
|
$4,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
50
shares
|
$2,096
0.0% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
15
shares
|
$628
0.0% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
8
shares
|
$335
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|