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 68 institutions that hold shares in the stock, with a total of 4.99 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 |
|---|---|---|---|---|---|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
740,705
shares
|
$17.6 Million
5.18% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Feb 14, 2025 Q4 2024 |
528,855
shares
|
$12.6 Million
47.17% of portfolio
|
Q4 2024
Added 151.38%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
283,087
shares
|
$6.73 Million
0.07% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
282,194
shares
|
$6.71 Million
1.56% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
257,666
shares
|
$6.13 Million
0.54% of portfolio
|
Q3 2022
Reduced 3.12%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
234,312
shares
|
$5.57 Million
0.12% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
208,032
shares
|
$4.95 Million
3.83% of portfolio
|
Q4 2024
Added 317.65%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
195,795
shares
|
$4.66 Million
0.06% of portfolio
|
Q4 2024
Added 358.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
189,705
shares
|
$4.51 Million
0.0% of portfolio
|
Q4 2024
Added 1292.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
164,062
shares
|
$3.9 Million
0.02% of portfolio
|
Q4 2024
Added 1716.85%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
147,644
shares
|
$3.51 Million
0.01% of portfolio
|
Q4 2024
Added 685.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
145,405
shares
|
$3.46 Million
0.01% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
141,075
shares
|
$3.36 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
132,013
shares
|
$3.14 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
126,336
shares
|
$3.01 Million
0.01% of portfolio
|
Q4 2024
Added 152.93%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
73,999
shares
|
$1.76 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
69,646
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 69.68%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
60,159
shares
|
$1.43 Million
0.07% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
59,258
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
58,415
shares
|
$1.39 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
56,667
shares
|
$1.35 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
46,571
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
45,805
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
45,488
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
45,447
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Added 50.17%
|