DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
SEIX

VIRTUS ETF TRUST II VIRTUS SEI

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

CUSIP 92790a405·74 13F holders·last filed Mar 31, 2026
Market cap
9.4%
vs prior quarter
13F value held
$94M
56.0% inst. owned
of float
Holders
74
-70 QoQ
filers reporting
Activity
+12 / −17
+1,044 added · −866 reduced
this quarter
Concentration
18.08%
Destiny Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

74 institutions reported SEIX in Q1 2026. Destiny Wealth Partners, LLC leads at 18.1% of the visible book. -70 net institutions QoQ — distribution reading.

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 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M443K0.00%Q1 2026
03
AE Wealth Management LLC
CIK 0001697723
$9M392K0.05%Q1 2026
04
Virtus Fixed Income Advisers, LLC
CIK 0002079921
$9M387K7.28%Q1 2026
05
Ignite Planners, LLC
CIK 0001849348
$8M358K1.28%Q1 2026
06
AdvisorNet Financial, Inc
CIK 0001409362
$6M251K0.30%Q1 2026
07
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$5M217K0.06%Q1 2026
08
Tower Research Capital LLC (TRC)
CIK 0001533421
$4M192K0.12%Q1 2026
09
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$4M167K0.18%Q4 2025
10
Illumine Investment Management, LLC
CIK 0002052970
$4M166K2.94%Q1 2026
11
Cetera Investment Advisers
CIK 0001666741
$4M153K0.00%Q1 2026
12
Triad Wealth Partners, LLC
CIK 0002012717
$3M132K0.24%Q1 2026
13
Cassady Wealth & Retirement Planning, LLC
CIK 0002121075
$2M103K1.24%Q1 2026
14
Stratos Wealth Advisors, LLC
CIK 0001707202
$2M68K0.10%Q1 2026
15
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$1M58K0.15%Q1 2026
16
Creative Planning
CIK 0001540235
$1M57K0.00%Q1 2026
17
RESOLUTE CAPITAL, LLC
CIK 0002069920
$1M55K0.51%Q1 2026
18
SYNOVUS FINANCIAL CORP
CIK 0000018349
$1M49K0.01%Q3 2025
19
UMB Bank, n.a.
CIK 0000933429
$1M46K0.01%Q1 2026
20
Lionshead Wealth Management, LLC
CIK 0002056752
$1M45K0.77%Q1 2026
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