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

$47.27 +0.09 (+0.19%)
As of 12:36 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$20.00M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$10.18M
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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
6/3/2026 NewEdge Advisors LLC90,563$3.63M0.0%-4.2%1.647%
5/19/2026 NewEdge Advisors LLC90,563$3.63M0.1%-4.2%1.647%
5/19/2026Bank of America Corp DE161,992$6.49M0.0%+8.1%2.945%
5/19/2026 Cassady Wealth & Retirement Planning LLC85,051$3.65M1.8%+36.4%1.546%
5/18/2026Royal Bank of Canada21,315$853K0.0%-40.7%0.388%
5/13/2026 Cetera Investment Advisers9,744$390K0.0%-5.9%0.177%
5/4/2026 Bleakley Financial Group LLC27,733$1.11M0.0%+7.2%0.504%
5/1/2026 Fifth Third Bancorp5,855$234K0.0%N/A0.106%
4/27/2026 Apeiron RIA LLC58,113$2.33M0.5%-9.2%1.057%
4/20/2026 Kestra Private Wealth Services LLC9,848$394K0.0%+75.1%0.177%
4/17/2026 Wealth Management Partners LLC53,201$2.13M0.6%+28.2%0.959%
4/17/2026 Total Clarity Wealth Management Inc.45,698$1.83M0.4%-3.6%0.823%
3/17/2026Rockefeller Capital Management L.P.920$39K0.0%+119.0%0.016%
2/18/2026 NewEdge Advisors LLC94,543$3.97M0.0%-40.1%1.688%
2/18/2026 Main Street Financial Solutions LLC107,264$4.51M0.3%+6.7%1.915%
2/17/2026 Cetera Investment Advisers10,355$435K0.0%+2.4%0.185%
2/17/2026Osaic Holdings Inc.55,289$2.32M0.0%-42.3%0.987%
2/17/2026Royal Bank of Canada35,957$1.51M0.0%+58.0%0.642%
2/16/2026MLP3 LLC9,172$385K0.4%N/A0.164%
2/13/2026 Kestra Advisory Services LLC6,833$287K0.0%-7.9%0.122%
2/13/2026Wells Fargo & Company MN503,045$21.13M0.0%+4.5%8.983%
2/12/2026Orion Porfolio Solutions LLC25,752$1.08M0.0%+2.3%0.460%
2/12/2026 Triumph Capital Management6,354$267K0.1%-16.8%0.113%
2/12/2026 Commonwealth Equity Services LLC4,829$203K0.0%N/A0.086%
2/11/2026 LPL Financial LLC374,208$15.72M0.0%+88.8%6.682%
2/11/2026O Shaughnessy Asset Management LLC5,241$220K0.0%N/A0.094%
2/9/2026 Bleakley Financial Group LLC25,867$1.09M0.0%+5.1%0.462%
2/9/2026 Harbour Investments Inc.12,158$511K0.0%+2.9%0.217%
2/6/2026 Empirical Asset Management LLC11,338$476K0.1%-62.3%0.202%
2/3/2026 Apeiron RIA LLC64,017$2.73M0.6%+5.4%1.143%
2/2/2026 Total Clarity Wealth Management Inc.47,397$1.99M0.5%+5.4%0.846%
1/29/2026 Kestra Private Wealth Services LLC5,624$236K0.0%N/A0.101%
1/28/2026O ROURKE & COMPANY Inc9,999$420K0.2%+53.2%0.180%
1/27/2026 Institute for Wealth Management LLC.36,851$1.55M0.2%-0.6%0.664%
1/21/2026 Palumbo Wealth Management LLC29,406$1.24M0.3%-8.6%0.530%
1/12/2026 Wealth Management Partners LLC41,491$1.74M0.5%+19.2%0.741%
1/12/2026 DKM Wealth Management Inc.12,922$543K0.4%-10.3%0.231%
12/23/2025 Triumph Capital Management7,635$328K0.1%+8.1%0.135%
11/18/2025 Advisory Services Network LLC745$32K0.0%N/A0.013%
11/17/2025 NewEdge Advisors LLC157,770$6.79M0.0%+1.9%2.792%
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11/17/2025 Triumph Capital Management7,635$328K0.1%+8.1%0.135%
11/17/2025Susquehanna International Group LLP32,088$1.38M0.0%-42.0%0.568%
11/17/2025 Moors & Cabot Inc.5,850$252K0.0%N/A0.104%
11/17/2025Citadel Advisors LLC19,581$842K0.0%N/A0.347%
11/17/2025Bank of America Corp DE195,741$8.42M0.0%+4.2%3.464%
11/14/2025Creative Planning12,266$528K0.0%N/A0.217%
11/14/2025Raymond James Financial Inc.124,650$5.36M0.0%+5.2%2.206%
11/12/2025 Total Clarity Wealth Management Inc.44,987$1.94M0.5%-1.0%0.796%
11/12/2025 Empirical Asset Management LLC30,079$1.29M0.2%-52.6%0.532%
11/10/2025 Palumbo Wealth Management LLC32,165$1.38M0.4%-8.7%0.569%
11/10/2025 Bleakley Financial Group LLC24,612$1.06M0.0%+9.3%0.436%
10/22/2025O ROURKE & COMPANY Inc6,525$281K0.1%N/A0.117%
10/21/2025 Wealth Management Partners LLC34,801$1.50M0.5%+24.4%0.621%
10/17/2025 Institute for Wealth Management LLC.37,089$1.60M0.2%-5.6%0.662%
10/14/2025 Apeiron RIA LLC60,712$2.57M0.6%+9.7%1.084%
10/10/2025 DKM Wealth Management Inc.14,400$619K0.5%-3.3%0.259%
9/4/2025Osaic Holdings Inc.106,057$4.34M0.0%+78.8%2.080%
8/15/2025 MML Investors Services LLC35,447$1.45M0.0%N/A0.695%
8/15/2025Bank of America Corp DE187,905$7.69M0.0%-9.8%3.684%
8/14/2025Jane Street Group LLC8,855$362K0.0%N/A0.174%
8/14/2025Raymond James Financial Inc.118,537$4.85M0.0%+2.1%2.324%
8/14/2025 Main Street Financial Solutions LLC90,884$3.72M0.3%+1.0%1.782%
8/14/2025 NewEdge Advisors LLC154,812$6.33M0.0%+25.4%3.036%
7/30/2025 Bleakley Financial Group LLC22,510$921K0.0%N/A0.446%
7/29/2025 Empirical Asset Management LLC63,496$2.60M0.8%+1.1%1.257%
7/28/2025 Ritholtz Wealth Management12,250$501K0.0%+36.1%0.243%
7/25/2025 Total Clarity Wealth Management Inc.45,430$1.86M0.5%-29.5%0.900%
7/21/2025Grassi Investment Management11,855$485K0.0%-21.0%0.235%
7/18/2025 Institute for Wealth Management LLC.39,272$1.61M0.2%-2.7%0.785%
7/15/2025 Palumbo Wealth Management LLC35,231$1.44M0.4%-3.0%0.726%
7/15/2025 DKM Wealth Management Inc.14,892$609K0.5%-5.4%0.307%
7/11/2025 Wealth 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%
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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%


JOET Institutional Ownership - Frequently Asked Questions

During the previous two years, 44 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 ($21.13M), LPL Financial LLC ($15.72M), Bank of America Corp DE ($6.49M), Financial Enhancement Group LLC ($5.49M), Raymond James Financial Inc. ($5.36M), Main Street Financial Solutions LLC ($4.51M), and Cassady Wealth & Retirement Planning LLC ($3.65M).Learn more on Virtus Terranova U.S. Quality Momentum ETF's institutional investors.

Of the 39 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: LPL Financial LLC ($198.10K), Raymond James Financial Inc. ($156.48K), Financial Enhancement Group LLC ($149.14K), NewEdge Advisors LLC ($101.45K), Bank of America Corp DE ($94.01K), Wells Fargo & Company MN ($88.09K), and Apeiron RIA LLC ($56.33K).

Institutional investors have bought a total of 479,161 shares in the last 24 months. This purchase volume represents approximately $20.00M in transactions.

Of the 14 institutional investors that sold Virtus Terranova U.S. Quality Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($71.19K), Empirical Asset Management LLC ($52.16K), Osaic Holdings Inc. ($40.51K), Susquehanna International Group LLP ($23.28K), Bank of America Corp DE ($20.41K), Royal Bank of Canada ($14.64K), and Apeiron RIA LLC ($5.90K).

Institutional investors have sold a total of 242,930 shares in the last 24 months. This volume of shares sold represents approximately $10.18M in transactions.


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Institutional ownership data for NYSEARCA:JOET is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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