Q3 2023 13F Holders as of 9/30/2023
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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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25
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Total shares
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825K
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Shares change
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-240K
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Total reported value, excl. options
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$23M
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Value change
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-$6.78M
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Number of buys
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9
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Number of sells
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-15
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Price
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$27.89
Significant Holders of VIRTUS ETF TR II - VIRTUS US QLTY (JOET) as of Q3 2023
25 filings reported holding JOET - VIRTUS ETF TR II - VIRTUS US QLTY as of Q3 2023.
VIRTUS ETF TR II - VIRTUS US QLTY (JOET) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 825K shares
.
Largest 10 shareholders include NewEdge Advisors, LLC (132K shares), WELLS FARGO & COMPANY/MN (75.9K shares), Milestone Investment Advisors LLC (75.3K shares), Palumbo Wealth Management LLC (61.1K shares), Total Clarity Wealth Management, Inc. (59.7K shares), MORGAN STANLEY (56.2K shares), ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC (54.6K shares), Institute for Wealth Management, LLC. (42.4K shares), JANE STREET GROUP, LLC (42.1K shares), and CITADEL ADVISORS LLC (33.6K shares).
This table shows the top 25 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.