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Virtus Seix Senior Loan ETF (SEIX) Institutional Ownership

Virtus Seix Senior Loan ETF logo
$23.28 0.00 (0.00%)
As of 04:10 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)
50
Total
Institutional Inflows
(last 12 months)
$53.02M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$30.42M
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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
7/9/2026 Tactive Advisors LLC20,821$482K0.1%+16.0%0.192%
7/9/2026 OxenFree Capital LLC46,159$1.07M0.5%+13.6%0.427%
5/19/2026 Cassady Wealth & Retirement Planning LLC102,698$2.39M1.2%+75.3%1.002%
5/13/2026 Cetera Investment Advisers153,359$3.54M0.0%+1.4%1.496%
5/8/2026 Summit Asset Management LLC39,829$918K0.1%-4.3%0.389%
5/6/2026 Cornerstone Planning Group LLC9,796$228K0.0%-65.5%0.096%
5/6/2026 Independent Financial Group LLC21,609$498K0.0%N/A0.211%
5/4/2026 Illumine Investment Management LLC165,937$3.83M2.9%+2.1%1.619%
5/2/2026 International Assets Investment Management LLC10,000$230K0.0%-9.1%0.098%
5/2/2026 Diversify Wealth Management LLC11,070$257K0.0%+7.0%0.108%
4/30/2026 Elevated Capital Advisors LLC6,883$159K0.0%-10.7%0.068%
4/24/2026 James Investment Research Inc.34,259$790K0.1%+15.3%0.341%
4/20/2026 Kestra Private Wealth Services LLC34,598$798K0.0%-29.4%0.344%
4/17/2026 AdvisorNet Financial Inc251,060$5.79M0.3%+3.8%2.449%
4/17/2026 OxenFree Capital LLC40,642$941K0.5%+10.4%0.397%
4/16/2026 Tactive Advisors LLC17,943$414K0.1%+21.9%0.175%
4/16/2026 Sheets Smith Wealth Management58,365$1.35M0.2%-1.2%0.569%
4/16/2026 Triad Wealth Partners LLC132,219$3.05M0.2%+257.6%1.290%
4/15/2026 Nations Financial Group Inc. IA ADV41,460$956K0.0%-4.0%0.397%
2/23/2026 Drake & Associates LLC46,643$1.09M0.2%-13.2%0.410%
2/17/2026 Scarborough Advisors LLC5,382$126K0.0%+160.1%0.047%
2/17/2026 Cetera Investment Advisers151,179$3.53M0.0%-22.9%1.328%
2/17/2026Osaic Holdings Inc.32,737$764K0.0%-3.7%0.288%
2/17/2026 Tower Research Capital LLC TRC 64,888$1.52M0.0%+91.6%0.570%
2/17/2026Royal Bank of Canada30,652$716K0.0%-70.1%0.269%
2/16/2026 MML Investors Services LLC21,096$492K0.0%+5.7%0.185%
2/13/2026 Kestra Advisory Services LLC29,061$678K0.0%+9.6%0.255%
2/13/2026Ausdal Financial Partners Inc.10,959$256K0.0%N/A0.096%
2/13/2026Wells Fargo & Company MN1,251$29K0.0%+327.0%0.011%
2/12/2026Jane Street Group LLC23,285$544K0.0%-71.9%0.205%
2/12/2026 Commonwealth Equity Services LLC14,155$330K0.0%-54.2%0.124%
2/12/2026Virtus Fixed Income Advisers LLC765,616$17.87M13.5%-14.3%6.728%
2/11/2026 LPL Financial LLC19,594$457K0.0%-45.2%0.172%
2/10/2026 Resolute Capital LLC47,975$1.12M0.5%N/A0.422%
2/10/2026Foundations Investment Advisors LLC249,224$5.82M0.1%+13.4%2.190%
2/9/2026 Summit Asset Management LLC41,627$972K0.1%+116.2%0.366%
2/9/2026 Prospera Financial Services Inc14,777$345K0.0%+5.9%0.130%
2/6/2026 Ignite Planners LLC340,601$7.91M1.2%+2.2%2.993%
2/5/2026 Allworth Financial LP8,182$191K0.0%-22.9%0.072%
2/5/2026 Atria Investments Inc222,318$5.19M0.1%+9.6%1.954%
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2/4/2026Ameritas Advisory Services LLC18,514$432K0.0%-64.4%0.163%
2/3/2026Anfield Capital Management LLC7,133$167K0.1%+37.5%0.063%
2/3/2026 International Assets Investment Management LLC11,000$257K0.0%-16.7%0.097%
2/3/2026 Diversify Wealth Management LLC10,342$242K0.0%-35.2%0.091%
2/3/2026 Destiny Wealth Partners LLC726,374$16.95M2.0%+3,525.5%6.383%
2/2/2026 Cornerstone Planning Group LLC28,364$662K0.1%+31,069.2%0.249%
1/29/2026 Kestra Private Wealth Services LLC48,984$1.14M0.0%-25.6%0.427%
1/29/2026 James Investment Research Inc.29,722$694K0.1%-4.6%0.259%
1/27/2026 Elevated Capital Advisors LLC7,710$180K0.0%N/A0.067%
1/26/2026 AE Wealth Management LLC432,940$10.11M0.1%+15.5%3.771%
1/26/2026 Nations Financial Group Inc. IA ADV43,180$1.01M0.1%-11.9%0.376%
1/22/2026 Triad Wealth Partners LLC36,969$863K0.1%N/A0.322%
1/20/2026 Stratos Wealth Advisors LLC75,879$1.77M0.1%-5.9%0.656%
1/20/2026 AdvisorNet Financial Inc241,859$5.65M0.3%+21.3%2.090%
1/20/2026 Sheets Smith Wealth Management59,092$1.38M0.2%+1.2%0.511%
1/16/2026 Perigon Wealth Management LLC48,050$1.12M0.0%-5.9%0.420%
1/14/2026 TrueMark Investments LLC13,691$320K0.1%N/A0.120%
1/13/2026 Westwood Wealth Management47,885$1.12M0.8%N/A0.414%
1/9/2026 Tactive Advisors LLC14,716$344K0.1%-11.2%0.128%
1/6/2026 RDA Financial Network9,442$220K0.1%-84.3%0.082%
1/1/2026 JPMorgan Chase & Co.161,455$3.81M0.0%+822.6%1.194%
12/2/2025 Allworth Financial LP10,608$250K0.0%-31.6%0.078%
11/20/2025Centaurus Financial Inc.160,658$3.79M0.2%+2.6%1.188%
11/17/2025 Kestra Private Wealth Services LLC65,803$1.55M0.0%-28.2%0.487%
11/17/2025 Integrated Wealth Concepts LLC55,591$1.31M0.0%+2.5%0.411%
11/17/2025Flow Traders U.S. LLC155,105$3.66M0.1%N/A1.147%
11/17/2025Citadel Advisors LLC10,573$249K0.0%-7.8%0.078%
11/14/2025 Creative Planning59,309$1.40M0.0%N/A0.439%
11/14/2025 Tower Research Capital LLC TRC 33,859$799K0.0%+401.0%0.250%
11/12/2025 Trustmark Bank Trust Department55,313$1.31M0.1%+9.0%0.409%
11/12/2025 USAdvisors Wealth Management LLC113,959$2.69M0.9%-7.6%0.843%
11/12/2025 Diversify Wealth Management LLC15,963$374K0.0%-19.2%0.118%
11/12/2025 US Bancorp DE17,892$422K0.0%-5.1%0.132%
11/7/2025Synovus Financial Corp49,406$1.17M0.0%+10.9%0.365%
11/7/2025 JPMorgan Chase & Co.161,455$3.81M0.0%+822.6%1.194%
11/6/2025Ameritas Advisory Services LLC51,957$1.23M0.1%+15.0%0.384%
11/6/2025 Atria Investments Inc202,754$4.78M0.1%+11.6%1.500%
11/6/2025 Drake & Associates LLC53,714$1.26M0.3%-92.9%0.397%
11/6/2025 Stratos Wealth Advisors LLC80,615$1.90M0.1%+3.0%0.596%
11/6/2025 Summit Asset Management LLC19,251$454K0.1%-6.3%0.142%
11/6/2025 Prospera Financial Services Inc13,948$329K0.0%+4.8%0.103%
11/5/2025 Envestnet Asset Management Inc.393,966$9.29M0.0%+7.6%2.914%
11/4/2025 Illumine Investment Management LLC160,049$3.78M2.7%+4.2%1.184%
11/4/2025Thrivent Financial for Lutherans126,200$2.98M0.0%+661.7%0.933%
11/3/2025Foundations Investment Advisors LLC219,707$5.18M0.1%+5.3%1.625%
11/3/2025 AE Wealth Management LLC374,782$8.84M0.1%+12.9%2.772%
10/31/2025 James Investment Research Inc.31,163$735K0.1%+6.2%0.232%
10/31/2025 Richardson Capital Management LLC1,265$30K0.0%N/A0.009%
10/28/2025 Nations Financial Group Inc. IA ADV48,997$1.16M0.1%+2.2%0.372%
10/22/2025 Geneos Wealth Management Inc.2,202$52K0.0%N/A0.017%
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10/21/2025 Silver Oak Securities Incorporated8,946$211K0.0%N/A0.068%
10/17/2025 Perigon Wealth Management LLC51,050$1.20M0.0%+20.0%0.379%
10/16/2025 Sheets Smith Wealth Management58,418$1.38M0.2%+1.4%0.433%
10/14/2025 Tactive Advisors LLC16,577$391K0.1%+46.4%0.121%
10/10/2025 Lionshead Wealth Management LLC30,031$708K0.6%+9.9%0.218%
10/9/2025 AdvisorNet Financial Inc199,440$4.71M0.3%+43.6%1.445%
10/9/2025 OxenFree Capital LLC37,144$876K0.5%-6.6%0.269%
10/8/2025 RDA Financial Network60,054$1.42M0.3%+2.5%0.435%
10/8/2025 Ignite Planners LLC333,126$7.86M1.3%-2.9%2.414%
10/6/2025 Destiny Wealth Partners LLC20,035$473K0.1%N/A0.145%


SEIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 institutional investors and hedge funds held shares of Virtus Seix Senior Loan ETF. The most heavily invested institutionals were Virtus Fixed Income Advisers LLC ($17.87M), Destiny Wealth Partners LLC ($16.95M), Virtus Fund Advisers LLC ($12.66M), AE Wealth Management LLC ($10.11M), Envestnet Asset Management Inc. ($9.29M), Ignite Planners LLC ($7.91M), and Foundations Investment Advisors LLC ($5.82M).Learn more on Virtus Seix Senior Loan ETF's institutional investors.

Of the 72 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: Virtus Fixed Income Advisers LLC ($1.14M), Destiny Wealth Partners LLC ($726.37K), International Assets Investment Management LLC ($409.59K), Envestnet Asset Management Inc. ($373.92K), Virtus Fund Advisers LLC ($318.47K), JPMorgan Chase & Co. ($302.89K), and AdvisorNet Financial Inc ($251.06K).

Institutional investors have bought a total of 2,263,794 shares in the last 24 months. This purchase volume represents approximately $53.02M in transactions.

Of the 29 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: Drake & Associates LLC ($712.46K), Virtus Fixed Income Advisers LLC ($127.73K), Royal Bank of Canada ($71.85K), Jane Street Group LLC ($59.59K), Kestra Private Wealth Services LLC ($57.01K), RDA Financial Network ($50.61K), and Cetera Investment Advisers ($44.90K).

Institutional investors have sold a total of 1,295,433 shares in the last 24 months. This volume of shares sold represents approximately $30.42M in transactions.


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Institutional ownership data for NYSEARCA:SEIX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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