Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / VIRTUS US QLTY
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Number of holders
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26
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Total 13F shares, excl. options
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1.07M
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Shares change
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+19.8K
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Total reported value, excl. options
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$30.7M
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Value change
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+$663K
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Number of buys
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11
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Number of sells
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-17
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Price
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$28.77
Significant Holders of VIRTUS ETF TR II - VIRTUS US QLTY (JOET) as of Q2 2023
33 filings reported holding JOET - VIRTUS ETF TR II - VIRTUS US QLTY as of Q2 2023.
VIRTUS ETF TR II - VIRTUS US QLTY (JOET) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.07M shares
.
Largest 10 shareholders include ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC (345K shares), NewEdge Advisors, LLC (152K shares), Milestone Investment Advisors LLC (77.5K shares), Financial Enhancement Group LLC (71.6K shares), Total Clarity Wealth Management, Inc. (56.2K shares), LPL Financial LLC (44K shares), MORGAN STANLEY (43.8K shares), Institute for Wealth Management, LLC. (42.4K shares), Palumbo Wealth Management LLC (37.5K shares), and OSAIC HOLDINGS, INC. (31.5K shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.