Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF include Wealth Management Partners, LLC, Bleakley Financial Group, LLC, Triumph Capital Management, Us Bancorp \de\, Ameritas Advisory Services, LLC, and Virtus ETF Advisers LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 25,049 | 0.22 | 1,025 | 12.04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 106,057 | 78.81 | 4,338 | 100.05 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 386 | 16 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 80 | 3 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 4,902 | 784.84 | 200 | 900.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,563 | 2.37 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,622 | 1.33 | 312 | 13.09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 111 | 5 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 118,537 | 2.14 | 4,848 | 14.26 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 22,510 | 921 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 27,965 | 1,149 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6,710 | 1.62 | 274 | 13.69 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 24,995 | 38.92 | 914 | 34.61 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,849 | 1.82 | 117 | 13.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 7,062 | 289 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 352,115 | 16.42 | 14,402 | 30.21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 142,441 | 5.17 | 5,826 | 17.63 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 63,496 | 1.14 | 2,597 | 13.12 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 12,250 | 36.11 | 501 | 52.28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 55,366 | 579.34 | 2,264 | 659.73 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 400 | 16 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 154,812 | 25.38 | 6,332 | 40.22 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 90,884 | 0.97 | 3,717 | 12.94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 8,855 | 362 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 382,548 | 20.18 | 15,646 | 34.42 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 55,328 | 16.15 | 2,263 | 29.85 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 35,447 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 36,644 | 14.83 | 1,498 | 28.36 |
