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Virtus Seix Senior Loan ETF (SEIX) Institutional Ownership

$23.63 +0.04 (+0.17%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025Jane Street Group LLC26,900$635K0.0%N/A0.201%
5/16/2025Arete Wealth Advisors LLC9,201$217K0.0%N/A0.069%
5/16/2025Integrated Wealth Concepts LLC49,389$1.17M0.0%+12.4%0.370%
5/15/2025Royal Bank of Canada12,869$304K0.0%-93.2%0.096%
5/15/2025Titleist Asset Management LLC10,093$238K0.0%N/A0.076%
5/14/2025Synovus Financial Corp55,765$1.32M0.0%+37.4%0.418%
5/14/2025Lionshead Wealth Management LLC29,311$692K0.7%N/A0.220%
5/14/2025Kestra Advisory Services LLC163,283$3.86M0.0%-0.5%1.223%
5/14/2025Flow Traders U.S. LLC69,857$1.65M0.1%+62.2%0.523%
5/13/2025Nations Financial Group Inc. IA ADV50,191$1.19M0.1%+10.4%0.376%
5/13/2025Anfield Capital Management LLC4,862$115K0.0%+39.1%0.036%
5/8/2025US Bancorp DE20,524$485K0.0%+101.6%0.148%
5/7/2025Foundations Investment Advisors LLC240,181$5.67M0.1%+2.5%1.730%
5/7/2025LPL Financial LLC73,750$1.74M0.0%+669.8%0.531%
5/6/2025USAdvisors Wealth Management LLC122,742$2.90M1.0%-7.0%0.884%
5/6/2025Cetera Investment Advisers154,608$3.65M0.0%+6.3%1.114%
5/6/2025AE Wealth Management LLC308,810$7.29M0.1%+9.1%2.225%
5/6/2025Ignite Planners LLC319,573$7.46M1.5%+13.2%2.302%
5/5/2025Kestra Private Wealth Services LLC99,280$2.34M0.0%+113.2%0.715%
5/5/2025Nwam LLC23,974$566K0.0%N/A0.173%
5/2/2025James Investment Research Inc.29,053$686K0.1%+4.6%0.209%
5/1/2025Diversify Wealth Management LLC33,454$781K0.1%-26.5%0.241%
4/30/2025Allworth Financial LP24,686$575K0.0%-38.9%0.178%
4/30/2025Cornerstone Planning Group LLC25,671$597K0.1%+1.7%0.185%
4/30/2025Stratos Wealth Advisors LLC62,787$1.48M0.1%+4.4%0.452%
4/29/2025Envestnet Asset Management Inc.387,091$9.14M0.0%+455.8%2.789%
4/29/2025Drake & Associates LLC750,349$17.72M5.0%+1.3%5.406%
4/28/2025Fiduciary Group LLC13,605$321K0.0%N/A0.098%
4/25/2025Ameritas Advisory Services LLC33,761$808K0.0%+2.7%0.243%
4/25/2025Wealthstar Advisors LLC17,214$406K0.2%+13.3%0.124%
4/24/2025Elevated Capital Advisors LLC9,356$221K0.1%-11.8%0.067%
4/23/2025International Assets Investment Management LLC14,100$333K0.0%+43.9%0.102%
4/23/2025Sheets Smith Wealth Management60,028$1.42M0.2%+2.8%0.432%
4/22/2025Illumine Investment Management LLC154,079$3.64M3.0%+9.2%1.110%
4/22/2025Cambridge Investment Research Advisors Inc.211,504$4.99M0.0%+67.4%1.524%
4/14/2025Tounjian Advisory Partners LLC16,652$393K0.1%N/A0.118%
4/14/2025RDA Financial Network58,111$1.37M0.4%+2.5%0.413%
4/7/2025AdvisorNet Financial Inc100,948$2.38M0.2%N/A0.717%
3/12/2025Centaurus 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%
2/17/2025Cetera Investment Advisers145,405$3.48M0.0%+26.8%2.693%
2/14/2025Integrated Wealth Concepts LLC43,929$1.05M0.0%+46.7%0.814%
2/13/2025Trustmark National Bank Trust Department22,847$547K0.0%+53.4%0.423%
2/13/2025Synovus Financial Corp40,577$971K0.0%+15.4%0.751%
2/13/2025Envestnet Asset Management Inc.69,646$1.67M0.0%+69.7%1.290%
2/12/2025JPMorgan Chase & Co.2,135$51K0.0%-47.1%0.040%
2/10/2025Commonwealth Equity Services LLC147,644$3.53M0.0%+685.8%2.734%
2/6/2025Atria Investments Inc195,795$4.69M0.1%+358.6%3.626%
2/5/2025US Bancorp DE10,180$244K0.0%N/A0.189%
2/5/2025Illumine Investment Management LLC141,075$3.38M2.8%N/A2.613%
2/4/2025Summit Asset Management LLC26,495$634K0.1%+54.8%0.491%
1/30/2025James Investment Research Inc.27,774$665K0.1%+6.7%0.514%
1/30/2025Allworth Financial LP40,392$967K0.0%-59.2%0.748%
1/30/2025Nations Financial Group Inc. IA ADV45,447$1.09M0.1%+50.2%0.842%
1/28/2025Wealthstar Advisors LLC15,189$363K0.2%N/A0.281%
1/28/2025Kestra Private Wealth Services LLC46,571$1.11M0.0%N/A0.862%
1/27/2025Silver Oak Securities Incorporated73,999$1.77M0.2%N/A1.370%
1/27/2025Stratos Wealth Advisors LLC60,159$1.44M0.1%+5.8%1.114%
1/23/2025USAdvisors Wealth Management LLC132,013$3.16M1.0%N/A2.445%
1/23/2025OxenFree Capital LLC38,545$922K0.7%+1.8%0.714%
1/22/2025Foundations Investment Advisors LLC234,312$5.61M0.1%+25.7%4.339%
1/16/2025UMB Bank n.a.45,805$1.10M0.0%N/A0.848%
1/15/2025Ameritas Advisory Services LLC32,878$787K0.0%N/A0.609%
1/15/2025Wealthcare Advisory Partners LLC10,950$262K0.0%+21.0%0.203%
1/15/2025RDA Financial Network56,667$1.36M0.4%N/A1.049%
1/14/2025Ignite Planners LLC282,194$6.76M1.5%+2.3%5.226%
1/13/2025Elevated Capital Advisors LLC10,608$254K0.1%N/A0.196%
1/8/2025International Assets Investment Management LLC9,800$235K0.0%-97.7%0.181%
12/26/2024JPMorgan Chase & Co.4,036$96K0.0%+57.7%0.075%
11/25/2024Synovus Financial Corp35,158$837K0.0%N/A0.651%
11/25/2024Sanctuary Advisors LLC59,146$1.42M0.0%-2.0%1.095%
11/15/2024MML Investors Services LLC56,168$1.34M0.0%-26.4%1.040%
11/15/2024Integrated Wealth Concepts LLC29,951$713K0.0%+5.4%0.555%
11/14/2024Flow Traders U.S. LLC71,805$1.71M0.1%+130.5%1.330%
11/9/2024Trustmark National Bank Trust Department14,897$355K0.0%-9.1%0.276%
11/6/2024Cornerstone Planning Group LLC25,030$599K0.1%+1.7%0.464%
11/5/2024Nations Financial Group Inc. IA ADV30,264$720K0.1%+12.0%0.560%
11/1/2024Sheets Smith Wealth Management58,519$1.39M0.2%-2.6%1.084%
11/1/2024Atria Investments Inc42,692$1.02M0.0%+6.6%0.791%
11/1/2024Rovin Capital UT ADV72,087$1.72M0.6%+22.9%1.335%
10/29/2024James Investment Research Inc.26,033$620K0.1%-17.2%0.482%
10/25/2024Diversify Wealth Management LLC45,721$1.09M0.1%-2.9%0.847%
10/23/2024Allworth Financial LP98,940$2.36M0.0%-51.4%1.832%
10/22/2024International Assets Investment Management LLC417,690$9.94M0.0%+3,268.5%7.735%
10/21/2024Foundations Investment Advisors LLC186,378$4.44M0.1%+14.4%3.451%
10/18/2024Stratos Wealth Advisors LLC56,866$1.35M0.1%+87.9%1.053%
10/10/2024OxenFree Capital LLC37,860$901K0.7%+8.4%0.701%
10/8/2024Ignite Planners LLC275,934$6.57M1.5%+6.1%5.110%
9/5/2024Sanctuary Advisors LLC60,324$1.44M0.0%N/A1.117%
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8/22/2024Cetera Investment Advisers110,699$2.64M0.0%+6.9%2.050%
8/13/2024AE Wealth Management LLC214,393$5.11M0.1%-20.7%3.970%
8/2/2024Foundations Investment Advisors LLC162,885$3.88M0.1%N/A3.016%
7/31/2024Anfield Capital Management LLC2,620$62K0.0%N/A0.049%
7/30/2024International Assets Investment Management LLC12,400$295K0.0%N/A0.230%
7/29/2024Nations Financial Group Inc. IA ADV27,022$644K0.1%+34.0%0.500%
7/18/2024Rovin Capital UT ADV58,670$1.40M0.6%+16.7%1.086%
7/18/2024OxenFree Capital LLC34,915$832K0.7%+7.3%0.647%
7/12/2024Ignite Planners LLC259,988$6.20M1.5%+19.0%4.815%
7/12/2024Diversify 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 Virtus Seix Senior Loan ETF's institutional investors.

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

Of the 56 institutional investors that purchased Virtus Seix Senior Loan ETF's 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 3,321,867 shares in the last 24 months. This purchase volume represents approximately $79.09M in transactions.

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

Of the 14 institutional investors that sold Virtus Seix Senior Loan ETF's 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 ($179.08K), Royal Bank of Canada ($176.84K), AE Wealth Management LLC ($55.89K), MML Investors Services LLC ($20.10K), Diversify Wealth Management LLC ($13.38K), and USAdvisors Wealth Management LLC ($9.27K).

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

Institutional investors have sold a total of 876,018 shares in the last 24 months. This volume of shares sold represents approximately $20.87M in transactions.


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This page (NYSEARCA:SEIX) was last updated on 7/5/2025 by MarketBeat.com Staff
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