13F Insight
DOSSIER · 13F Holders · Q2 2026
JOET

VIRTUS ETF TR II

59 institutions still hold VIRTUS ETF TR II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92790A504·59 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$119M
visible holders
Holders
59
filers reporting
Concentration
24.92%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

59 institutions reported JOET in Q2 2026. MORGAN STANLEY leads at 24.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$30M639K0.00%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M451K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$18M391K0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M181K0.00%Q2 202605
Main Street Financial Solutions, LLC
CIK 0001763350
$5M110K0.33%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M106K0.00%Q2 202607
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M116K0.01%Q1 202608
Cassady Wealth & Retirement Planning, LLC
CIK 0002121075
$4M97K2.08%Q2 202609
NewEdge Advisors, LLC
CIK 0001633516
$4M92K0.01%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M55K0.00%Q2 202611
Apeiron RIA LLC
CIK 0001801846
$2M53K0.63%Q2 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M42K0.00%Q2 202613
Total Clarity Wealth Management, Inc.
CIK 0001804909
$2M42K0.38%Q2 202614
Wealth Management Partners, LLC
CIK 0001843294
$2M40K0.44%Q2 202615
Institute for Wealth Management, LLC.
CIK 0001533954
$2M36K0.15%Q2 202616
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M43K0.01%Q1 202517
Bleakley Financial Group, LLC
CIK 0001936953
$1M28K0.02%Q2 202618
Palumbo Wealth Management LLC
CIK 0001846310
$1M24K0.24%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$991K21K0.00%Q2 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$884K19K0.01%Q2 2026
Page 1 of 3
39 more holders available. Log in →