13F Insight
DOSSIER · 13F Holders · Q3 2026
SEIX

VIRTUS ETF TR II

76 institutions still hold VIRTUS ETF TR II as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92790A405·76 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$117M
visible holders
Holders
76
filers reporting
Concentration
23.64%
Sound Income Strategies, LLC #1
top holder share
AI Holders Summary · Q3 2026

76 institutions reported SEIX in Q3 2026. Sound Income Strategies, LLC leads at 23.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sound Income Strategies, LLC
CIK 0001730960
$28M1.2M1.23%Q3 202602
Destiny Wealth Partners, LLC
CIK 0001844369
$13M583K1.90%Q2 202603
AE Wealth Management LLC
CIK 0001697723
$10M444K0.05%Q2 202604
Virtus Fixed Income Advisers, LLC
CIK 0002079921
$9M387K5.65%Q2 202605
AdvisorNet Financial, Inc
CIK 0001409362
$7M318K0.33%Q3 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M263K0.00%Q2 202607
Navis Wealth Advisors, LLC
CIK 0001849055
$5M204K1.79%Q2 202608
Ignite Planners, LLC
CIK 0001849348
$4M192K0.58%Q3 202609
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$4M191K0.05%Q2 202610
Illumine Investment Management, LLC
CIK 0002052970
$4M02.54%Q2 202611
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$4M167K0.18%Q4 202512
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M162K0.01%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$3M134K0.00%Q2 202614
Cassady Wealth & Retirement Planning, LLC
CIK 0002121075
$3M123K1.32%Q2 202615
LPL Financial LLC
CIK 0001403438
$3M111K0.00%Q2 202616
Tower Research Capital LLC (TRC)
CIK 0001533421
$2M94K0.05%Q2 202617
Kovack Advisors, Inc.
CIK 0001728321
$2M85K0.09%Q2 202618
BLUE JEAN FINANCIAL LLC
CIK 0002047089
$2M76K1.08%Q3 202619
Stratos Wealth Advisors, LLC
CIK 0001707202
$2M75K0.10%Q2 202620
Western Wealth Management, LLC
CIK 0001767902
$2M75K0.06%Q2 2026
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