Q2 2024 13F Holders as of 6/30/2024
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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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33
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Total 13F shares, excl. options
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996K
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Shares change
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+193K
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Total reported value, excl. options
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$34.2M
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Value change
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+$6.62M
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Number of buys
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19
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Number of sells
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-7
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Price
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$34.33
Significant Holders of VIRTUS ETF TR II - VIRTUS US QLTY (JOET) as of Q2 2024
34 filings reported holding JOET - VIRTUS ETF TR II - VIRTUS US QLTY as of Q2 2024.
VIRTUS ETF TR II - VIRTUS US QLTY (JOET) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 996K shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (183K shares), NewEdge Advisors, LLC (129K shares), LPL Financial LLC (116K shares), Total Clarity Wealth Management, Inc. (97.9K shares), MORGAN STANLEY (75.8K shares), OSAIC HOLDINGS, INC. (70.6K shares), Institute for Wealth Management, LLC. (41.9K shares), Palumbo Wealth Management LLC (39.7K shares), Main Street Financial Solutions, LLC (31.9K shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (29.2K shares).
This table shows the top 33 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.