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 79 institutions that hold shares in the stock, with a total of 6.25 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
55,591
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
55,313
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
53,714
shares
|
$1.26 Million
0.28% of portfolio
|
Q3 2025
Reduced 92.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
51,957
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
51,050
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
49,406
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
48,997
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
45,805
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
43,764
shares
|
$1.03 Million
0.38% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
37,144
shares
|
$872,141
0.48% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
35,743
shares
|
$839,245
0.0% of portfolio
|
Q3 2025
Reduced 41.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
33,990
shares
|
$798,085
0.0% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
33,859
shares
|
$795,009
0.02% of portfolio
|
Q3 2025
Added 401.02%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
31,163
shares
|
$731,707
0.08% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,938
shares
|
$726,424
0.0% of portfolio
|
Q3 2025
Reduced 27.34%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
30,031
shares
|
$705,127
0.56% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
26,525
shares
|
$622,807
0.0% of portfolio
|
Q3 2025
Reduced 85.25%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
20,035
shares
|
$470,421
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
19,951
shares
|
$468,449
0.0% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
19,853
shares
|
$466,148
0.2% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
19,251
shares
|
$452,013
0.07% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
18,940
shares
|
$444,711
0.04% of portfolio
|
Q2 2025
Added 39.21%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
17,892
shares
|
$420,104
0.0% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
16,577
shares
|
$389,227
0.11% of portfolio
|
Q3 2025
Added 46.43%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
16,374
shares
|
$384,461
0.13% of portfolio
|
Q3 2025
Reduced 1.24%
|
|