Purchases and Sales Made in Q3 2025 in Virtus ETF Tr Ii Virtus Terran (JOET)
This table provides information about the institutional ownership of Virtus ETF Tr Ii Virtus Terran (JOET) during Q3 2025. The information is specifically focused on institutions that hold shares of VIRTUS ETF TR II VIRTUS TERRAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
230K+ 60.04% |
$9.27M - $9.89M
|
612K
$25.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 36.77% |
$5.23M - $5.58M
|
482K
$20.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.1K+ 589.36% |
$2.75M - $2.94M
|
79.7K
$3.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.7K+ 39.12% |
$2.25M - $2.4M
|
198K
$8.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.3K+ 99.45% |
$1.42M - $1.52M
|
70.7K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.6KNew |
$791K - $843K
|
19.6K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3KNew |
$495K - $528K
|
12.3K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.63K+ 10.6% |
$389K - $415K
|
101K
$4.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.84K+ 4.17% |
$316K - $337K
|
196K
$8.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
6.84K+ 24.44% |
$276K - $294K
|
34.8K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6.53KNew |
$263K - $281K
|
6.53K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.11K+ 5.16% |
$247K - $263K
|
125K
$5.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.85KNew |
$236K - $252K
|
5.85K
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
5.38K+ 9.73% |
$217K - $232K
|
60.7K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.4K+ 50.66% |
$137K - $146K
|
10.1K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.96K+ 1.91% |
$119K - $127K
|
158K
$6.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.1K+ 9.34% |
$84.9K - $90.5K
|
24.6K
$1.03M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
745New |
$30.1K - $32.1K
|
745
$31.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
573+ 8.11% |
$23.1K - $24.7K
|
7.64K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
420New |
$17K - $18.1K
|
420
$17.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
375New |
$15.1K - $16.2K
|
375
$15.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
138New |
$5.57K - $5.94K
|
138
$5.78K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
132+ 0.53% |
$5.33K - $5.69K
|
25.2K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
13+ 0.46% |
$525 - $560
|
2.86K
$120K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-30- 37.5% |
$1.21K - $1.29K
|
50
$2.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-175- 2.9% |
$7.07K - $7.54K
|
5.86K
$245K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-200- 2.62% |
$8.08K - $8.61K
|
7.42K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-443- 0.98% |
$17.9K - $19.1K
|
45K
$1.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-492- 3.3% |
$19.9K - $21.2K
|
14.4K
$604K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.18K- 5.56% |
$88.1K - $94K
|
37.1K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3.07K- 8.7% |
$124K - $132K
|
32.2K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 9.67% |
$414K - $442K
|
95.8K
$4.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.9K- 37.89% |
$561K - $598K
|
22.8K
$954K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.3K- 42.04% |
$940K - $1M
|
32.1K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-33.4K- 52.63% |
$1.35M - $1.44M
|
30.1K
$1.26M
|
|