13F Insight
DOSSIER · 13F Holders · Q1 2026
SEIX

VIRTUS ETF TR II

72 institutions still hold VIRTUS ETF TR II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92790A405·72 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$98M
visible holders
Holders
72
filers reporting
Concentration
17.33%
Destiny Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

72 institutions reported SEIX in Q1 2026. Destiny Wealth Partners, LLC leads at 17.3% 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
$17M738K1.86%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M443K0.00%Q1 202603
AE Wealth Management LLC
CIK 0001697723
$9M392K0.05%Q1 202604
Virtus Fixed Income Advisers, LLC
CIK 0002079921
$9M387K7.28%Q1 202605
Ignite Planners, LLC
CIK 0001849348
$9M367K1.17%Q2 202606
AdvisorNet Financial, Inc
CIK 0001409362
$7M300K0.32%Q2 202607
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$5M217K0.06%Q1 202608
Tower Research Capital LLC (TRC)
CIK 0001533421
$4M192K0.12%Q1 202609
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$4M167K0.18%Q4 202510
Illumine Investment Management, LLC
CIK 0002052970
$4M166K2.94%Q1 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M162K0.01%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$4M153K0.00%Q1 202613
Triad Wealth Partners, LLC
CIK 0002012717
$3M132K0.24%Q1 202614
Cassady Wealth & Retirement Planning, LLC
CIK 0002121075
$2M103K1.24%Q1 202615
Stratos Wealth Advisors, LLC
CIK 0001707202
$2M68K0.10%Q1 202616
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$1M58K0.14%Q2 202617
Creative Planning
CIK 0001540235
$1M57K0.00%Q1 202618
RESOLUTE CAPITAL, LLC
CIK 0002069920
$1M55K0.51%Q1 202619
SYNOVUS FINANCIAL CORP
CIK 0000018349
$1M49K0.01%Q3 202520
OxenFree Capital LLC
CIK 0002009781
$1M46K0.49%Q2 2026
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