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

VIRTUS ETF TR II

75 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 92790A405·75 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$94M
visible holders
Holders
75
filers reporting
Concentration
14.35%
Destiny Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

75 institutions reported SEIX in Q2 2026. Destiny Wealth Partners, LLC leads at 14.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Destiny Wealth Partners, LLC
CIK 0001844369
$13M583K1.90%Q2 202602
AE Wealth Management LLC
CIK 0001697723
$10M444K0.05%Q2 202603
Virtus Fixed Income Advisers, LLC
CIK 0002079921
$9M387K5.65%Q2 202604
Ignite Planners, LLC
CIK 0001849348
$9M367K1.17%Q2 202605
AdvisorNet Financial, Inc
CIK 0001409362
$7M300K0.32%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M263K0.00%Q2 202607
Navis Wealth Advisors, LLC
CIK 0001849055
$5M204K1.79%Q2 202608
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$4M191K0.05%Q2 202609
Illumine Investment Management, LLC
CIK 0002052970
$4M02.54%Q2 202610
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$4M167K0.18%Q4 202511
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M162K0.01%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$3M134K0.00%Q2 202613
Cassady Wealth & Retirement Planning, LLC
CIK 0002121075
$3M123K1.32%Q2 202614
LPL Financial LLC
CIK 0001403438
$3M111K0.00%Q2 202615
Tower Research Capital LLC (TRC)
CIK 0001533421
$2M94K0.05%Q2 202616
Kovack Advisors, Inc.
CIK 0001728321
$2M85K0.09%Q2 202617
Stratos Wealth Advisors, LLC
CIK 0001707202
$2M75K0.10%Q2 202618
Western Wealth Management, LLC
CIK 0001767902
$2M75K0.06%Q2 202619
RESOLUTE CAPITAL, LLC
CIK 0002069920
$2M72K0.58%Q2 202620
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$1M58K0.14%Q2 2026
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