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Virtus Seix Senior Loan ETF (SEIX) Institutional Ownership

$23.55 -0.01 (-0.04%)
Closing price 06/13/2025 04:10 PM Eastern
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$23.56 +0.00 (+0.02%)
As of 06/13/2025 07:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Seix Senior Loan ETF (NYSEARCA:SEIX)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$79.09M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$20.87M
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SEIX Institutional Buying and Selling by Quarter

Virtus Seix Senior Loan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC26,900$635K0.0%N/A0.201%
5/16/2025 Arete Wealth Advisors LLC9,201$217K0.0%N/A0.069%
5/16/2025 Integrated Wealth Concepts LLC49,389$1.17M0.0%+12.4%0.370%
5/15/2025 Royal Bank of Canada12,869$304K0.0%-93.2%0.096%
5/15/2025 Titleist Asset Management LLC10,093$238K0.0%N/A0.076%
5/14/2025 Synovus Financial Corp55,765$1.32M0.0%+37.4%0.418%
5/14/2025 Lionshead Wealth Management LLC29,311$692K0.7%N/A0.220%
5/14/2025 Kestra Advisory Services LLC163,283$3.86M0.0%-0.5%1.223%
5/14/2025 Flow Traders U.S. LLC69,857$1.65M0.1%+62.2%0.523%
5/13/2025 Nations Financial Group Inc. IA ADV50,191$1.19M0.1%+10.4%0.376%
5/13/2025 Anfield Capital Management LLC4,862$115K0.0%+39.1%0.036%
5/8/2025 US Bancorp DE20,524$485K0.0%+101.6%0.148%
5/7/2025 Foundations Investment Advisors LLC240,181$5.67M0.1%+2.5%1.730%
5/7/2025 LPL Financial LLC73,750$1.74M0.0%+669.8%0.531%
5/6/2025 USAdvisors Wealth Management LLC122,742$2.90M1.0%-7.0%0.884%
5/6/2025 Cetera Investment Advisers154,608$3.65M0.0%+6.3%1.114%
5/6/2025 AE Wealth Management LLC308,810$7.29M0.1%+9.1%2.225%
5/6/2025 Ignite Planners LLC319,573$7.46M1.5%+13.2%2.302%
5/5/2025 Kestra Private Wealth Services LLC99,280$2.34M0.0%+113.2%0.715%
5/5/2025 Nwam LLC23,974$566K0.0%N/A0.173%
5/2/2025 James Investment Research Inc.29,053$686K0.1%+4.6%0.209%
5/1/2025 Diversify Wealth Management LLC33,454$781K0.1%-26.5%0.241%
4/30/2025 Allworth Financial LP24,686$575K0.0%-38.9%0.178%
4/30/2025 Cornerstone Planning Group LLC25,671$597K0.1%+1.7%0.185%
4/30/2025 Stratos Wealth Advisors LLC62,787$1.48M0.1%+4.4%0.452%
4/29/2025 Envestnet Asset Management Inc.387,091$9.14M0.0%+455.8%2.789%
4/29/2025 Drake & Associates LLC750,349$17.72M5.0%+1.3%5.406%
4/28/2025 Fiduciary Group LLC13,605$321K0.0%N/A0.098%
4/25/2025 Ameritas Advisory Services LLC33,761$808K0.0%+2.7%0.243%
4/25/2025 Wealthstar Advisors LLC17,214$406K0.2%+13.3%0.124%
4/24/2025 Elevated Capital Advisors LLC9,356$221K0.1%-11.8%0.067%
4/23/2025 International Assets Investment Management LLC14,100$333K0.0%+43.9%0.102%
4/23/2025 Sheets Smith Wealth Management60,028$1.42M0.2%+2.8%0.432%
4/22/2025 Illumine Investment Management LLC154,079$3.64M3.0%+9.2%1.110%
4/22/2025 Cambridge Investment Research Advisors Inc.211,504$4.99M0.0%+67.4%1.524%
4/14/2025 Tounjian Advisory Partners LLC16,652$393K0.1%N/A0.118%
4/14/2025 RDA Financial Network58,111$1.37M0.4%+2.5%0.413%
4/7/2025 AdvisorNet Financial Inc100,948$2.38M0.2%N/A0.717%
3/12/2025 Centaurus Financial Inc.152,487$3.65M0.2%N/A1.079%
2/25/2025B. Riley Wealth Advisors Inc.22,375$535K0.0%N/A0.168%
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2/17/2025Virtus Fund Advisers LLC528,855$12.66M39.4%+151.4%9.794%
2/17/2025 Cetera Investment Advisers145,405$3.48M0.0%+26.8%2.693%
2/14/2025 Integrated Wealth Concepts LLC43,929$1.05M0.0%+46.7%0.814%
2/13/2025 Trustmark National Bank Trust Department22,847$547K0.0%+53.4%0.423%
2/13/2025 Synovus Financial Corp40,577$971K0.0%+15.4%0.751%
2/13/2025 Envestnet Asset Management Inc.69,646$1.67M0.0%+69.7%1.290%
2/12/2025 JPMorgan Chase & Co.2,135$51K0.0%-47.1%0.040%
2/10/2025 Commonwealth Equity Services LLC147,644$3.53M0.0%+685.8%2.734%
2/6/2025 Atria Investments Inc195,795$4.69M0.1%+358.6%3.626%
2/5/2025 US Bancorp DE10,180$244K0.0%N/A0.189%
2/5/2025 Illumine Investment Management LLC141,075$3.38M2.8%N/A2.613%
2/4/2025 Summit Asset Management LLC26,495$634K0.1%+54.8%0.491%
1/30/2025 James Investment Research Inc.27,774$665K0.1%+6.7%0.514%
1/30/2025 Allworth Financial LP40,392$967K0.0%-59.2%0.748%
1/30/2025 Nations Financial Group Inc. IA ADV45,447$1.09M0.1%+50.2%0.842%
1/28/2025 Wealthstar Advisors LLC15,189$363K0.2%N/A0.281%
1/28/2025 Kestra Private Wealth Services LLC46,571$1.11M0.0%N/A0.862%
1/27/2025 Silver Oak Securities Incorporated73,999$1.77M0.2%N/A1.370%
1/27/2025 Stratos Wealth Advisors LLC60,159$1.44M0.1%+5.8%1.114%
1/23/2025 USAdvisors Wealth Management LLC132,013$3.16M1.0%N/A2.445%
1/23/2025 OxenFree Capital LLC38,545$922K0.7%+1.8%0.714%
1/22/2025 Foundations Investment Advisors LLC234,312$5.61M0.1%+25.7%4.339%
1/16/2025 UMB Bank n.a.45,805$1.10M0.0%N/A0.848%
1/15/2025 Ameritas Advisory Services LLC32,878$787K0.0%N/A0.609%
1/15/2025 Wealthcare Advisory Partners LLC10,950$262K0.0%+21.0%0.203%
1/15/2025 RDA Financial Network56,667$1.36M0.4%N/A1.049%
1/14/2025 Ignite Planners LLC282,194$6.76M1.5%+2.3%5.226%
1/13/2025 Elevated Capital Advisors LLC10,608$254K0.1%N/A0.196%
1/8/2025 International Assets Investment Management LLC9,800$235K0.0%-97.7%0.181%
12/26/2024 JPMorgan Chase & Co.4,036$96K0.0%+57.7%0.075%
11/25/2024 Synovus Financial Corp35,158$837K0.0%N/A0.651%
11/25/2024Sanctuary Advisors LLC59,146$1.42M0.0%-2.0%1.095%
11/15/2024 MML Investors Services LLC56,168$1.34M0.0%-26.4%1.040%
11/15/2024 Integrated Wealth Concepts LLC29,951$713K0.0%+5.4%0.555%
11/14/2024 Flow Traders U.S. LLC71,805$1.71M0.1%+130.5%1.330%
11/9/2024 Trustmark National Bank Trust Department14,897$355K0.0%-9.1%0.276%
11/6/2024 Cornerstone Planning Group LLC25,030$599K0.1%+1.7%0.464%
11/5/2024 Nations Financial Group Inc. IA ADV30,264$720K0.1%+12.0%0.560%
11/1/2024 Sheets Smith Wealth Management58,519$1.39M0.2%-2.6%1.084%
11/1/2024 Atria Investments Inc42,692$1.02M0.0%+6.6%0.791%
11/1/2024 Rovin Capital UT ADV72,087$1.72M0.6%+22.9%1.335%
10/29/2024 James Investment Research Inc.26,033$620K0.1%-17.2%0.482%
10/25/2024 Diversify Wealth Management LLC45,721$1.09M0.1%-2.9%0.847%
10/23/2024 Allworth Financial LP98,940$2.36M0.0%-51.4%1.832%
10/22/2024 International Assets Investment Management LLC417,690$9.94M0.0%+3,268.5%7.735%
10/21/2024 Foundations Investment Advisors LLC186,378$4.44M0.1%+14.4%3.451%
10/18/2024 Stratos Wealth Advisors LLC56,866$1.35M0.1%+87.9%1.053%
10/10/2024 OxenFree Capital LLC37,860$901K0.7%+8.4%0.701%
10/8/2024 Ignite Planners LLC275,934$6.57M1.5%+6.1%5.110%
9/5/2024Sanctuary Advisors LLC60,324$1.44M0.0%N/A1.117%
Gold is soaring. Here’s how to get paid from it (Ad)

Gold just broke through $3,300… And while the headlines shout about price targets, something even more powerful is happening behind the scenes… Some investors are using a little-known ETF to collect up to $1,152/month from gold's surge. No trading gold futures. No mining stocks. No vaults. Just a simple fund delivering monthly payouts — like clockwork.

Click here to discover the income ETF behind it all.
8/22/2024 Cetera Investment Advisers110,699$2.64M0.0%+6.9%2.050%
8/13/2024 AE Wealth Management LLC214,393$5.11M0.1%-20.7%3.970%
8/2/2024 Foundations Investment Advisors LLC162,885$3.88M0.1%N/A3.016%
7/31/2024 Anfield Capital Management LLC2,620$62K0.0%N/A0.049%
7/30/2024 International Assets Investment Management LLC12,400$295K0.0%N/A0.230%
7/29/2024 Nations Financial Group Inc. IA ADV27,022$644K0.1%+34.0%0.500%
7/18/2024 Rovin Capital UT ADV58,670$1.40M0.6%+16.7%1.086%
7/18/2024 OxenFree Capital LLC34,915$832K0.7%+7.3%0.647%
7/12/2024 Ignite Planners LLC259,988$6.20M1.5%+19.0%4.815%
7/12/2024 Diversify Advisory Services LLC11,410$272K0.0%+17.6%0.211%
(Data available from 1/1/2016 forward)

SEIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIX shares?

During the previous two years, 62 institutional investors and hedge funds held shares of Virtus Seix Senior Loan ETF. The most heavily invested institutionals were Drake & Associates LLC ($17.72M), Virtus Fund Advisers LLC ($12.66M), Envestnet Asset Management Inc. ($9.14M), Ignite Planners LLC ($7.46M), AE Wealth Management LLC ($7.29M), Foundations Investment Advisors LLC ($5.67M), and Cambridge Investment Research Advisors Inc. ($4.99M).Learn more on SEIX's institutional investors.

Which institutional investors have been buying Virtus Seix Senior Loan ETF stock?

Of the 56 institutional investors that purchased Virtus Seix Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($471.17K), International Assets Investment Management LLC ($421.99K), Envestnet Asset Management Inc. ($346.05K), Ignite Planners LLC ($319.57K), Virtus Fund Advisers LLC ($318.47K), Foundations Investment Advisors LLC ($240.18K), and Atria Investments Inc ($155.75K).

How much institutional buying is happening at Virtus Seix Senior Loan ETF?

Institutional investors have bought a total of 4,461,989 shares in the last 24 months. This purchase volume represents approximately $106.14M in transactions.

Which Virtus Seix Senior Loan ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold Virtus Seix Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($407.89K), Allworth Financial LP ($198.38K), Royal Bank of Canada ($176.84K), Security National Bank ($122.83K), AE Wealth Management LLC ($55.89K), Rovin Capital UT ADV ($33.46K), and RFG Advisory LLC ($20.99K).

How much institutional selling is happening at Virtus Seix Senior Loan ETF?

Institutional investors have sold a total of 1,077,106 shares in the last 24 months. This volume of shares sold represents approximately $25.64M in transactions.



This page (NYSEARCA:SEIX) was last updated on 6/15/2025 by MarketBeat.com Staff
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