Q4 2024 13F Holders as of 12/31/2024
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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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1.33M
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Shares change
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+67.5K
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Total reported value, excl. options
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$50M
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Value change
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+$4.2M
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Number of buys
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16
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Number of sells
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-12
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Price
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$37.78
Significant Holders of VIRTUS ETF TR II - VIRTUS US QLTY (JOET) as of Q4 2024
37 filings reported holding JOET - VIRTUS ETF TR II - VIRTUS US QLTY as of Q4 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 1.33M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (264K shares), MORGAN STANLEY (177K shares), LPL Financial LLC (138K shares), OSAIC HOLDINGS, INC. (83.8K shares), BANK OF AMERICA CORP /DE/ (83.5K shares), Main Street Financial Solutions, LLC (64.5K shares), Total Clarity Wealth Management, Inc. (64.4K shares), Empirical Asset Management, LLC (61.5K shares), NewEdge Advisors, LLC (56.3K shares), and Synergy Asset Management, LLC (40.9K 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.