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Virtus Seix Senior Loan ETF (SEIX) Institutional Ownership

Virtus Seix Senior Loan ETF logo
$23.13 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Virtus Seix Senior Loan ETF (NYSEARCA:SEIX)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$89.20M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$32.49M
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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
5/19/2026Cassady Wealth & Retirement Planning LLC102,698$2.39M1.2%+75.3%1.002%
5/13/2026Cetera Investment Advisers153,359$3.54M0.0%+1.4%1.496%
5/8/2026Summit Asset Management LLC39,829$918K0.1%-4.3%0.389%
5/6/2026Cornerstone Planning Group LLC9,796$228K0.0%-65.5%0.096%
5/6/2026Independent Financial Group LLC21,609$498K0.0%N/A0.211%
5/4/2026Illumine Investment Management LLC165,937$3.83M2.9%+2.1%1.619%
5/2/2026International Assets Investment Management LLC10,000$230K0.0%-9.1%0.098%
5/2/2026Diversify Wealth Management LLC11,070$257K0.0%+7.0%0.108%
4/30/2026Elevated Capital Advisors LLC6,883$159K0.0%-10.7%0.068%
4/24/2026James Investment Research Inc.34,259$790K0.1%+15.3%0.341%
4/20/2026Kestra Private Wealth Services LLC34,598$798K0.0%-29.4%0.344%
4/17/2026AdvisorNet Financial Inc251,060$5.79M0.3%+3.8%2.449%
4/17/2026OxenFree Capital LLC40,642$941K0.5%+10.4%0.397%
4/16/2026Tactive Advisors LLC17,943$414K0.1%+21.9%0.175%
4/16/2026Sheets Smith Wealth Management58,365$1.35M0.2%-1.2%0.569%
4/16/2026Triad Wealth Partners LLC132,219$3.05M0.2%+257.6%1.290%
4/15/2026Nations Financial Group Inc. IA ADV41,460$956K0.0%-4.0%0.397%
2/23/2026Drake & Associates LLC46,643$1.09M0.2%-13.2%0.410%
2/17/2026Scarborough Advisors LLC5,382$126K0.0%+160.1%0.047%
2/17/2026Cetera Investment Advisers151,179$3.53M0.0%-22.9%1.328%
2/17/2026Osaic Holdings Inc.32,737$764K0.0%-3.7%0.288%
2/17/2026Tower 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%
2/16/2026MML Investors Services LLC21,096$492K0.0%+5.7%0.185%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/11/2026LPL Financial LLC19,594$457K0.0%-45.2%0.172%
2/10/2026Resolute Capital LLC47,975$1.12M0.5%N/A0.422%
2/10/2026Foundations Investment Advisors LLC249,224$5.82M0.1%+13.4%2.190%
2/9/2026Summit Asset Management LLC41,627$972K0.1%+116.2%0.366%
2/9/2026Prospera Financial Services Inc14,777$345K0.0%+5.9%0.130%
2/6/2026Ignite Planners LLC340,601$7.91M1.2%+2.2%2.993%
2/5/2026Allworth Financial LP8,182$191K0.0%-22.9%0.072%
2/5/2026Atria Investments Inc222,318$5.19M0.1%+9.6%1.954%
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%
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2/3/2026International Assets Investment Management LLC11,000$257K0.0%-16.7%0.097%
2/3/2026Diversify Wealth Management LLC10,342$242K0.0%-35.2%0.091%
2/3/2026Destiny Wealth Partners LLC726,374$16.95M2.0%+3,525.5%6.383%
2/2/2026Cornerstone Planning Group LLC28,364$662K0.1%+31,069.2%0.249%
1/29/2026Kestra Private Wealth Services LLC48,984$1.14M0.0%-25.6%0.427%
1/29/2026James Investment Research Inc.29,722$694K0.1%-4.6%0.259%
1/27/2026Elevated Capital Advisors LLC7,710$180K0.0%N/A0.067%
1/26/2026AE Wealth Management LLC432,940$10.11M0.1%+15.5%3.771%
1/26/2026Nations Financial Group Inc. IA ADV43,180$1.01M0.1%-11.9%0.376%
1/22/2026Triad Wealth Partners LLC36,969$863K0.1%N/A0.322%
1/20/2026Stratos Wealth Advisors LLC75,879$1.77M0.1%-5.9%0.656%
1/20/2026AdvisorNet Financial Inc241,859$5.65M0.3%+21.3%2.090%
1/20/2026Sheets Smith Wealth Management59,092$1.38M0.2%+1.2%0.511%
1/16/2026Perigon Wealth Management LLC48,050$1.12M0.0%-5.9%0.420%
1/14/2026TrueMark Investments LLC13,691$320K0.1%N/A0.120%
1/13/2026Westwood Wealth Management47,885$1.12M0.8%N/A0.414%
1/9/2026Tactive Advisors LLC14,716$344K0.1%-11.2%0.128%
1/6/2026RDA Financial Network9,442$220K0.1%-84.3%0.082%
1/1/2026JPMorgan Chase & Co.161,455$3.81M0.0%+822.6%1.194%
12/2/2025Allworth Financial LP10,608$250K0.0%-31.6%0.078%
11/20/2025Centaurus Financial Inc.160,658$3.79M0.2%+2.6%1.188%
11/17/2025Kestra Private Wealth Services LLC65,803$1.55M0.0%-28.2%0.487%
11/17/2025Integrated 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%
11/14/2025Creative Planning59,309$1.40M0.0%N/A0.439%
11/14/2025Tower Research Capital LLC TRC 33,859$799K0.0%+401.0%0.250%
11/12/2025Trustmark Bank Trust Department55,313$1.31M0.1%+9.0%0.409%
11/12/2025USAdvisors Wealth Management LLC113,959$2.69M0.9%-7.6%0.843%
11/12/2025Diversify Wealth Management LLC15,963$374K0.0%-19.2%0.118%
11/12/2025US Bancorp DE17,892$422K0.0%-5.1%0.132%
11/7/2025Synovus Financial Corp49,406$1.17M0.0%+10.9%0.365%
11/7/2025JPMorgan 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%
11/6/2025Atria Investments Inc202,754$4.78M0.1%+11.6%1.500%
11/6/2025Drake & Associates LLC53,714$1.26M0.3%-92.9%0.397%
11/6/2025Stratos Wealth Advisors LLC80,615$1.90M0.1%+3.0%0.596%
11/6/2025Summit Asset Management LLC19,251$454K0.1%-6.3%0.142%
11/6/2025Prospera Financial Services Inc13,948$329K0.0%+4.8%0.103%
11/5/2025Envestnet Asset Management Inc.393,966$9.29M0.0%+7.6%2.914%
11/4/2025Illumine 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%
11/3/2025AE Wealth Management LLC374,782$8.84M0.1%+12.9%2.772%
10/31/2025James Investment Research Inc.31,163$735K0.1%+6.2%0.232%
10/31/2025Richardson Capital Management LLC1,265$30K0.0%N/A0.009%
10/28/2025Nations Financial Group Inc. IA ADV48,997$1.16M0.1%+2.2%0.372%
10/22/2025Geneos Wealth Management Inc.2,202$52K0.0%N/A0.017%
10/21/2025Silver Oak Securities Incorporated8,946$211K0.0%N/A0.068%
10/17/2025Perigon Wealth Management LLC51,050$1.20M0.0%+20.0%0.379%
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10/16/2025Sheets Smith Wealth Management58,418$1.38M0.2%+1.4%0.433%
10/14/2025Tactive Advisors LLC16,577$391K0.1%+46.4%0.121%
10/10/2025Lionshead Wealth Management LLC30,031$708K0.6%+9.9%0.218%
10/9/2025AdvisorNet Financial Inc199,440$4.71M0.3%+43.6%1.445%
10/9/2025OxenFree Capital LLC37,144$876K0.5%-6.6%0.269%
10/8/2025RDA Financial Network60,054$1.42M0.3%+2.5%0.435%
10/8/2025Ignite Planners LLC333,126$7.86M1.3%-2.9%2.414%
10/6/2025Destiny Wealth Partners LLC20,035$473K0.1%N/A0.145%
9/4/2025Osaic Holdings Inc.32,576$768K0.0%-33.9%0.246%
8/29/2025Centaurus Financial Inc.156,629$3.69M0.2%-1.0%1.184%


SEIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 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 73 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 ($421.99K), Envestnet Asset Management Inc. ($373.92K), Virtus Fund Advisers LLC ($318.47K), JPMorgan Chase & Co. ($302.89K), and Foundations Investment Advisors LLC ($280.69K).

Institutional investors have bought a total of 3,799,414 shares in the last 24 months. This purchase volume represents approximately $89.20M in transactions.

Of the 34 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 1,383,342 shares in the last 24 months. This volume of shares sold represents approximately $32.49M in transactions.


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This page (NYSEARCA:SEIX) was last updated on 7/5/2026 by MarketBeat.com Staff.
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