Virtus Terranova U.S. Quality Momentum ETF (JOET) Institutional Ownership

$36.56

-0.05 (-0.14%)

(As of 09/20/2024 ET)

Number of Institutional Buyers (last 12 months): 7
Total Institutional Inflows (last 12 months): $3.96M

Number of Institutional Sellers (last 12 months): 6
Total Institutional Outflows (last 12 months): $12.22M

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JOET Institutional Buying and Selling by Quarter

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Virtus Terranova U.S. Quality Momentum ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/16/2024	NewEdge Advisors LLC	129,338	$4.44M	0.0%	-3.3%	3.919%
8/9/2024	Total Clarity Wealth Management Inc.	97,946	$3.36M	1.2%	+1.5%	2.968%
8/8/2024	Main Street Financial Solutions LLC	31,892	$1.10M	0.1%	+7.6%	0.966%
8/1/2024	Ritholtz Wealth Management	7,000	$240K	0.0%	N/A	0.219%
5/17/2024	Comerica Bank	2,000	$69K	0.0%	N/A	0.063%
5/2/2024	Mutual Advisors LLC	89,289	$3.07M	0.1%	+298.2%	2.790%
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4/11/2024	DHJJ Financial Advisors Ltd.	2,625	$90K	0.0%	+123.4%	0.085%
2/9/2024	Milestone Investment Advisors LLC	4,245	$130K	0.0%	-94.4%	0.157%
2/8/2024	Main Street Financial Solutions LLC	12,150	$373K	0.0%	N/A	0.450%
1/24/2024	Total Clarity Wealth Management Inc.	60,061	$1.84M	0.8%	+0.6%	2.224%
1/22/2024	Zimmermann Investment Management & Planning LLC	15,549	$477K	0.2%	-71.5%	0.576%
1/22/2024	Palumbo Wealth Management LLC	51,744	$1.59M	0.8%	-15.3%	1.916%
1/16/2024	Raymond James & Associates	27,043	$830K	0.0%	-11.5%	1.002%
1/12/2024	Mutual Advisors LLC	22,425	$688K	0.0%	-12.3%	0.815%
11/14/2023	Mutual Advisors LLC	25,568	$713K	0.0%	-4.1%	0.812%
11/8/2023	Milestone Investment Advisors LLC	75,327	$2.10M	0.6%	-2.8%	2.391%
10/31/2023	Zimmermann Investment Management & Planning LLC	54,624	$1.52M	0.7%	-84.2%	1.734%
10/25/2023	Total Clarity Wealth Management Inc.	59,676	$1.66M	0.8%	+6.1%	1.865%
10/16/2023	Palumbo Wealth Management LLC	61,093	$1.70M	0.9%	+63.1%	1.880%
10/10/2023	DHJJ Financial Advisors Ltd.	1,152	$32K	0.0%	N/A	0.035%
8/2/2023	Milestone Investment Advisors LLC	77,459	$2.23M	0.7%	-1.8%	2.278%
7/31/2023	LPL Financial LLC	44,014	$1.27M	0.0%	-32.4%	1.295%
7/31/2023	Mutual Advisors LLC	26,660	$767K	0.0%	N/A	0.784%
7/26/2023	Palumbo Wealth Management LLC	37,462	$1.08M	0.7%	-1.2%	1.070%
7/26/2023	Institute for Wealth Management LLC.	42,395	$1.22M	0.2%	-1.2%	1.211%
7/25/2023	Raymond James & Associates	30,859	$888K	0.0%	-7.0%	0.882%
7/18/2023	Cutler Group LLC CA	1,000	$28K	0.0%	N/A	0.028%
7/13/2023	Zimmermann Investment Management & Planning LLC	345,267	$9.93M	4.6%	+18.4%	9.726%
7/11/2023	Grassi Investment Management	15,187	$437K	0.0%	-7.9%	0.428%
5/17/2023	Financial Enhancement Group LLC	149,141	$4.00M	0.8%	-10.8%	3.824%
5/11/2023	Cambridge Investment Research Advisors Inc.	86,603	$2.38M	0.0%	-2.9%	2.221%
5/4/2023	Palumbo Wealth Management LLC	37,911	$1.04M	0.7%	+5.6%	0.972%
5/4/2023	Total Clarity Wealth Management Inc.	51,328	$1.41M	0.8%	-1.5%	1.316%
4/27/2023	DAVENPORT & Co LLC	7,500	$206K	0.0%	-21.1%	0.190%
4/25/2023	Zimmermann Investment Management & Planning LLC	291,660	$8.02M	4.2%	+119.1%	7.384%
4/24/2023	Ahrens Investment Partners LLC	188,978	$5.20M	2.6%	-24.6%	4.784%
4/20/2023	Institute for Wealth Management LLC.	42,895	$1.18M	0.2%	+39.1%	1.086%
4/14/2023	Raymond James & Associates	33,192	$913K	0.0%	N/A	0.830%
4/11/2023	Grassi Investment Management	16,487	$454K	0.1%	-5.3%	0.412%
3/15/2023	Milestone Investment Advisors LLC	75,808	$2.03M	0.7%	N/A	1.895%
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2/9/2023	Financial Enhancement Group LLC	167,202	$4.68M	0.9%	N/A	4.180%
2/9/2023	Ahrens Investment Partners LLC	250,556	$6.70M	3.0%	-1.7%	6.264%
2/8/2023	Cambridge Investment Research Advisors Inc.	89,169	$2.38M	0.0%	N/A	2.229%
2/7/2023	LPL Financial LLC	48,156	$1.29M	0.0%	+53.7%	1.204%
2/3/2023	Total Clarity Wealth Management Inc.	52,134	$1.39M	0.7%	N/A	1.303%
2/2/2023	Institute for Wealth Management LLC.	30,832	$824K	0.2%	N/A	0.771%
1/20/2023	Zimmermann Investment Management & Planning LLC	133,142	$3.56M	2.1%	+477.6%	3.414%
11/14/2022	Palumbo Wealth Management LLC	23,483	$577K	0.5%	+11.8%	0.712%
11/8/2022	Ahrens Investment Partners LLC	254,890	$6.26M	3.3%	+103.9%	7.724%
11/3/2022	Mutual Advisors LLC	22,634	$556K	0.0%	N/A	0.686%
11/1/2022	Zimmermann Investment Management & Planning LLC	23,051	$566K	0.4%	N/A	0.688%
10/12/2022	Grassi Investment Management	17,387	$427K	0.1%	-40.5%	0.535%
10/11/2022	DAVENPORT & Co LLC	9,500	$233K	0.0%	N/A	0.292%
8/12/2022	Palumbo Wealth Management LLC	21,007	$527K	0.4%	+85.2%	0.656%
8/8/2022	Oppenheimer & Co. Inc.	9,487	$238K	0.0%	-12.1%	0.296%
8/2/2022	Ahrens Investment Partners LLC	125,029	$3.14M	1.4%	+2,848.8%	3.907%
7/29/2022	Total Clarity Wealth Management Inc.	4,237	$106K	0.1%	N/A	0.132%
7/12/2022	Grassi Investment Management	29,212	$733K	0.1%	-9.6%	0.913%
5/12/2022	Oppenheimer & Co. Inc.	10,793	$324K	0.0%	+19.5%	0.300%
5/10/2022	Palumbo Wealth Management LLC	11,341	$341K	0.2%	N/A	0.311%
5/9/2022	Scotia Capital Inc.	110,452	$3.32M	0.0%	N/A	3.026%
5/9/2022	Mutual Advisors LLC	122,804	$3.69M	0.2%	+10.5%	3.364%
5/4/2022	Commonwealth Equity Services LLC	12,157	$365K	0.0%	+81.3%	0.329%
4/28/2022	Ahrens Investment Partners LLC	4,240	$127K	0.0%	-97.3%	0.115%
4/12/2022	Grassi Investment Management	32,312	$971K	0.1%	+3.4%	0.850%
2/14/2022	IPG Investment Advisors LLC	6,325	$209K	0.0%	N/A	0.149%
2/14/2022	Wolverine Trading LLC	9,095	$301K	0.0%	N/A	0.214%
2/14/2022	Mutual Advisors LLC	111,169	$3.67M	0.2%	-3.0%	2.616%
2/8/2022	Raymond James & Associates	16,977	$560K	0.0%	N/A	0.404%
2/3/2022	Advisor Group Holdings Inc.	18,364	$606K	0.0%	+32.6%	0.437%
2/3/2022	Total Clarity Wealth Management Inc.	4,137	$137K	0.1%	+407.6%	0.099%
2/2/2022	Oppenheimer & Co. Inc.	9,031	$298K	0.0%	-9.4%	0.215%
1/31/2022	Commonwealth Equity Services LLC	6,707	$221K	0.0%	N/A	0.149%
1/27/2022	Janney Montgomery Scott LLC	8,485	$280K	0.0%	-4.5%	0.193%
1/21/2022	Ahrens Investment Partners LLC	154,807	$5.11M	2.3%	+15.0%	3.518%
1/13/2022	Grassi Investment Management	31,262	$1.03M	0.1%	+24.5%	0.711%
1/10/2022	Patriot Financial Group Insurance Agency LLC	1,450	$48K	0.0%	N/A	0.033%
11/12/2021	Oppenheimer & Co. Inc.	9,964	$295K	0.0%	N/A	0.302%
11/5/2021	Advisor Group Holdings Inc.	13,846	$410K	0.0%	+209.1%	0.426%
10/29/2021	Janney Montgomery Scott LLC	8,887	$263K	0.0%	N/A	0.282%
10/28/2021	Ahrens Investment Partners LLC	134,620	$3.98M	1.9%	+111.9%	4.274%
10/12/2021	Grassi Investment Management	25,110	$742K	0.1%	+7.3%	0.797%
8/13/2021	LPL Financial LLC	7,905	$230K	0.0%	N/A	0.277%
8/12/2021	Advisory Services Network LLC	1,050	$31K	0.0%	N/A	0.038%
8/11/2021	Susquehanna International Group LLP	33,223	$967K	0.0%	+299.7%	1.187%
8/2/2021	Advisor Group Holdings Inc.	4,479	$130K	0.0%	+199.2%	0.160%
7/29/2021	Ahrens Investment Partners LLC	63,525	$1.85M	0.9%	N/A	2.269%
5/18/2021	Citadel Advisors LLC	23,682	$630K	0.0%	+4.0%	0.911%
5/18/2021	Jane Street Group LLC	9,602	$256K	0.0%	-16.4%	0.362%
5/17/2021	Royal Bank of Canada	160,161	$4.26M	0.0%	N/A	6.044%
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5/12/2021	UBS Group AG	3,948	$105K	0.0%	N/A	0.149%
4/26/2021	Arkadios Wealth Advisors	1,500	$39K	0.0%	+200.0%	0.056%
4/12/2021	Grassi Investment Management	23,950	$637K	0.1%	+46.7%	0.871%
3/26/2021	Susquehanna International Group LLP	67,376	$1.76M	0.0%	N/A	2.323%
2/17/2021	Jane Street Group LLC	11,486	$300K	0.0%	N/A	0.353%
2/9/2021	Advisory Services Network LLC	1,485	$39K	0.0%	N/A	0.046%

(Data available from 1/1/2016 forward)

JOET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JOET shares?: During the previous two years, 19 institutional investors and hedge funds held shares of Virtus Terranova U.S. Quality Momentum ETF. The most heavily invested institutionals were Ahrens Investment Partners LLC ($5.20M), NewEdge Advisors LLC ($4.44M), Financial Enhancement Group LLC ($4.00M), Total Clarity Wealth Management Inc. ($3.36M), Mutual Advisors LLC ($3.07M), Cambridge Investment Research Advisors Inc. ($2.38M), and Palumbo Wealth Management LLC ($1.59M).Learn more on JOET's institutional investors.
Which institutional investors have been buying Virtus Terranova U.S. Quality Momentum ETF stock?: Of the 17 institutional investors that purchased Virtus Terranova U.S. Quality Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Zimmermann Investment Management & Planning LLC ($345.27K), Financial Enhancement Group LLC ($167.20K), Ahrens Investment Partners LLC ($129.86K), Mutual Advisors LLC ($116.16K), Cambridge Investment Research Advisors Inc. ($89.17K), Milestone Investment Advisors LLC ($75.81K), and Total Clarity Wealth Management Inc. ($57.38K).
How much institutional buying is happening at Virtus Terranova U.S. Quality Momentum ETF?: Institutional investors have bought a total of 1,138,385 shares in the last 24 months. This purchase volume represents approximately $51.19M in transactions.

Which Virtus Terranova U.S. Quality Momentum ETF major shareholders have been selling company stock?: Of the 14 institutional investors that sold Virtus Terranova U.S. Quality Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Zimmermann Investment Management & Planning LLC ($329.72K), Milestone Investment Advisors LLC ($74.66K), Ahrens Investment Partners LLC ($65.91K), LPL Financial LLC ($21.09K), Financial Enhancement Group LLC ($18.06K), Grassi Investment Management ($14.05K), and Palumbo Wealth Management LLC ($9.80K).
How much institutional selling is happening at Virtus Terranova U.S. Quality Momentum ETF?: Institutional investors have sold a total of 553,593 shares in the last 24 months. This volume of shares sold represents approximately $18.25M in transactions.