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

$40.74 -0.28 (-0.68%)
As of 07/11/2025 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Virtus Terranova U.S. Quality Momentum ETF (NASDAQ:JOET)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$28.59M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.15M
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JOET Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Wealth Management Partners LLC27,965$1.15M0.4%N/A0.577%
7/9/2025 Triumph Capital Management7,062$289K0.1%N/A0.146%
5/29/2025Apeiron RIA LLC47,637$1.74M0.5%+40.6%0.982%
5/16/2025NewEdge Advisors LLC123,478$4.52M0.0%+119.2%2.627%
5/15/2025Royal Bank of Canada31,912$1.17M0.0%+123.8%0.679%
5/14/2025Comerica Bank6,446$236K0.0%+87.4%0.137%
5/13/2025Raymond James Financial Inc.116,051$4.24M0.0%+264.7%2.469%
5/7/2025LPL Financial LLC135,436$4.95M0.0%-1.7%2.913%
5/6/2025Cetera Investment Advisers6,603$241K0.0%+6.1%0.142%
4/22/2025Palumbo Wealth Management LLC36,306$1.33M0.4%-6.5%0.825%
4/22/2025Cambridge Investment Research Advisors Inc.11,295$413K0.0%+85.0%0.257%
4/17/2025Ritholtz Wealth Management9,000$329K0.0%+23.8%0.205%
4/11/2025DKM Wealth Management Inc.15,742$576K0.6%+9.9%0.350%
4/11/2025Armstrong Fleming & Moore Inc12,856$470K0.6%N/A0.286%
2/17/2025Cetera Investment Advisers6,222$235K0.0%N/A0.146%
2/17/2025Bank of America Corp DE83,492$3.15M0.0%+779.0%1.965%
2/13/2025NewEdge Advisors LLC56,320$2.13M0.0%-1.4%1.325%
2/13/2025Main Street Financial Solutions LLC64,466$2.44M0.2%+32.6%1.517%
2/13/2025Raymond James Financial Inc.31,825$1.20M0.0%N/A0.749%
2/13/2025Wells Fargo & Company MN264,013$9.97M0.0%+33.8%6.212%
2/12/2025DKM Wealth Management Inc.14,319$541K0.5%N/A0.337%
2/12/2025Orion Portfolio Solutions LLC17,992$680K0.0%+16.9%0.423%
2/11/2025LPL Financial LLC137,723$5.20M0.0%+19.1%3.241%
2/6/2025Raymond James Financial Inc.31,825$1.20M0.0%N/A0.767%
1/31/2025Atria Wealth Solutions Inc.5,336$202K0.0%N/A0.129%
1/30/2025Palumbo Wealth Management LLC38,844$1.47M0.5%-1.1%0.914%
1/24/2025Total Clarity Wealth Management Inc.64,408$2.43M0.8%-39.2%1.515%
1/23/2025Institute for Wealth Management LLC.40,372$1.53M0.2%-0.7%0.950%
1/17/2025Apeiron RIA LLC33,875$1.28M0.4%N/A0.858%
1/15/2025Empirical Asset Management LLC61,481$2.32M0.1%-4.9%1.556%
11/15/2024Orion Portfolio Solutions LLC15,386$566K0.0%+14.3%0.446%
11/6/2024Main Street Financial Solutions LLC48,627$1.79M0.2%+52.5%1.216%
11/5/2024Harbour Investments Inc.12,136$446K0.0%-9.1%0.303%
10/31/2024Financial Enhancement Group LLC149,141$5.49M1.0%N/A4.519%
10/28/2024Palumbo Wealth Management LLC39,277$1.45M0.6%-1.0%1.190%
10/23/2024Grassi Investment Management15,050$554K0.0%-2.6%0.449%
10/11/2024Empirical Asset Management LLC64,636$2.38M0.3%+179.3%1.959%
8/16/2024NewEdge Advisors LLC129,338$4.44M0.0%-3.3%3.919%
8/9/2024Total Clarity Wealth Management Inc.97,946$3.36M1.2%+1.5%2.968%
8/8/2024Main Street Financial Solutions LLC31,892$1.10M0.1%+7.6%0.966%
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8/1/2024Ritholtz Wealth Management7,000$240K0.0%N/A0.219%
5/17/2024Comerica Bank2,000$69K0.0%N/A0.063%
5/2/2024Mutual Advisors LLC89,289$3.07M0.1%+298.2%2.790%
4/11/2024DHJJ Financial Advisors Ltd.2,625$90K0.0%+123.4%0.085%
2/9/2024Milestone Investment Advisors LLC4,245$130K0.0%-94.4%0.157%
2/8/2024Main Street Financial Solutions LLC12,150$373K0.0%N/A0.450%
1/24/2024Total Clarity Wealth Management Inc.60,061$1.84M0.8%+0.6%2.224%
1/22/2024Zimmermann Investment Management & Planning LLC15,549$477K0.2%-71.5%0.576%
1/22/2024Palumbo Wealth Management LLC51,744$1.59M0.8%-15.3%1.916%
1/16/2024Raymond James & Associates27,043$830K0.0%-11.5%1.002%
1/12/2024Mutual Advisors LLC22,425$688K0.0%-12.3%0.815%
11/14/2023Mutual Advisors LLC25,568$713K0.0%-4.1%0.812%
11/8/2023Milestone Investment Advisors LLC75,327$2.10M0.6%-2.8%2.391%
10/31/2023Zimmermann Investment Management & Planning LLC54,624$1.52M0.7%-84.2%1.734%
10/25/2023Total Clarity Wealth Management Inc.59,676$1.66M0.8%+6.1%1.865%
10/16/2023Palumbo Wealth Management LLC61,093$1.70M0.9%+63.1%1.880%
10/10/2023DHJJ Financial Advisors Ltd.1,152$32K0.0%N/A0.035%
8/2/2023Milestone Investment Advisors LLC77,459$2.23M0.7%-1.8%2.278%
7/31/2023LPL Financial LLC44,014$1.27M0.0%-32.4%1.295%
7/31/2023Mutual Advisors LLC26,660$767K0.0%N/A0.784%
7/26/2023Palumbo Wealth Management LLC37,462$1.08M0.7%-1.2%1.070%
7/26/2023Institute for Wealth Management LLC.42,395$1.22M0.2%-1.2%1.211%
7/25/2023Raymond James & Associates30,859$888K0.0%-7.0%0.882%
7/18/2023Cutler Group LLC CA1,000$28K0.0%N/A0.028%
7/13/2023Zimmermann Investment Management & Planning LLC345,267$9.93M4.6%+18.4%9.726%
7/11/2023Grassi Investment Management15,187$437K0.0%-7.9%0.428%
5/17/2023Financial Enhancement Group LLC149,141$4.00M0.8%-10.8%3.824%
5/11/2023Cambridge Investment Research Advisors Inc.86,603$2.38M0.0%-2.9%2.221%
5/4/2023Palumbo Wealth Management LLC37,911$1.04M0.7%+5.6%0.972%
5/4/2023Total Clarity Wealth Management Inc.51,328$1.41M0.8%-1.5%1.316%
4/27/2023DAVENPORT & Co LLC7,500$206K0.0%-21.1%0.190%
4/25/2023Zimmermann Investment Management & Planning LLC291,660$8.02M4.2%+119.1%7.384%
4/24/2023Ahrens Investment Partners LLC188,978$5.20M2.6%-24.6%4.784%
4/20/2023Institute for Wealth Management LLC.42,895$1.18M0.2%+39.1%1.086%
4/14/2023Raymond James & Associates33,192$913K0.0%N/A0.830%
4/11/2023Grassi Investment Management16,487$454K0.1%-5.3%0.412%
3/15/2023Milestone Investment Advisors LLC75,808$2.03M0.7%N/A1.895%
2/9/2023Financial Enhancement Group LLC167,202$4.68M0.9%N/A4.180%
2/9/2023Ahrens Investment Partners LLC250,556$6.70M3.0%-1.7%6.264%
2/8/2023Cambridge Investment Research Advisors Inc.89,169$2.38M0.0%N/A2.229%
2/7/2023LPL Financial LLC48,156$1.29M0.0%+53.7%1.204%
2/3/2023Total Clarity Wealth Management Inc.52,134$1.39M0.7%N/A1.303%
2/2/2023Institute for Wealth Management LLC.30,832$824K0.2%N/A0.771%
1/20/2023Zimmermann Investment Management & Planning LLC133,142$3.56M2.1%+477.6%3.414%
11/14/2022Palumbo Wealth Management LLC23,483$577K0.5%+11.8%0.712%
11/8/2022Ahrens Investment Partners LLC254,890$6.26M3.3%+103.9%7.724%
11/3/2022Mutual Advisors LLC22,634$556K0.0%N/A0.686%
11/1/2022Zimmermann Investment Management & Planning LLC23,051$566K0.4%N/A0.688%
10/12/2022Grassi Investment Management17,387$427K0.1%-40.5%0.535%
10/11/2022DAVENPORT & Co LLC9,500$233K0.0%N/A0.292%
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8/12/2022Palumbo Wealth Management LLC21,007$527K0.4%+85.2%0.656%
8/8/2022Oppenheimer & Co. Inc.9,487$238K0.0%-12.1%0.296%
8/2/2022Ahrens Investment Partners LLC125,029$3.14M1.4%+2,848.8%3.907%
7/29/2022Total Clarity Wealth Management Inc.4,237$106K0.1%N/A0.132%
7/12/2022Grassi Investment Management29,212$733K0.1%-9.6%0.913%
5/12/2022Oppenheimer & Co. Inc.10,793$324K0.0%+19.5%0.300%
5/10/2022Palumbo Wealth Management LLC11,341$341K0.2%N/A0.311%
5/9/2022Scotia Capital Inc.110,452$3.32M0.0%N/A3.026%
5/9/2022Mutual Advisors LLC122,804$3.69M0.2%+10.5%3.364%
5/4/2022Commonwealth Equity Services LLC12,157$365K0.0%+81.3%0.329%
(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, 31 institutional investors and hedge funds held shares of Virtus Terranova U.S. Quality Momentum ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.97M), Financial Enhancement Group LLC ($5.49M), LPL Financial LLC ($4.95M), NewEdge Advisors LLC ($4.52M), Raymond James Financial Inc. ($4.24M), Bank of America Corp DE ($3.15M), and Mutual Advisors LLC ($3.07M).Learn more on Virtus Terranova U.S. Quality Momentum ETF's institutional investors.

Which institutional investors have been buying Virtus Terranova U.S. Quality Momentum ETF's stock?

Of the 26 institutional investors that purchased Virtus Terranova U.S. Quality Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Enhancement Group LLC ($149.14K), Raymond James Financial Inc. ($147.88K), Mutual Advisors LLC ($93.52K), Bank of America Corp DE ($73.99K), NewEdge Advisors LLC ($67.16K), Wells Fargo & Company MN ($66.65K), and Zimmermann Investment Management & Planning LLC ($53.61K).

How much institutional buying is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have bought a total of 766,924 shares in the last 24 months. This purchase volume represents approximately $28.59M in transactions.

Which of Virtus Terranova U.S. Quality Momentum ETF's major shareholders have been selling company stock?

The following institutional investors have sold Virtus Terranova U.S. Quality Momentum ETF stock in the last 24 months: Total Clarity Wealth Management Inc. ($41.55K), NewEdge Advisors LLC ($5.17K), Palumbo Wealth Management LLC ($3.36K), Empirical Asset Management LLC ($3.16K), LPL Financial LLC ($2.29K), Harbour Investments Inc. ($1.22K), and Grassi Investment Management ($400.00).

How much institutional selling is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have sold a total of 57,399 shares in the last 24 months. This volume of shares sold represents approximately $2.15M in transactions.


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This page (NASDAQ:JOET) was last updated on 7/12/2025 by MarketBeat.com Staff
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