JOET institutional holders

VIRTUS ETF TR II · 13F, 2026Q2

Managers holding53
Shares held2,819,524
Reported value$130.5m
Quarter flows9 new, 15 added, 21 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY639,031$29.6m0.0%
WELLS FARGO & COMPANY/MN450,595$20.9m0.0%
LPL Financial LLC391,401$18.1m0.0%
Cambridge Investment Research Advisors, Inc.220,650$10.2m0.0%
BANK OF AMERICA CORP /DE/180,655$8.4m0.0%
Main Street Financial Solutions, LLC110,118$5.1m0.3%
RAYMOND JAMES FINANCIAL INC106,495$4.9m0.0%
Cassady Wealth & Retirement Planning, LLC96,521$4.5m2.1%
NewEdge Advisors, LLC92,435$4.3m0.0%
OSAIC HOLDINGS, INC.55,443$2.6m0.0%
Apeiron RIA LLC52,977$2.5m0.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP42,480$2.0m0.0%
Total Clarity Wealth Management, Inc.42,418$2.0m0.4%
Wealth Management Partners, LLC40,009$1.9m0.4%
Institute for Wealth Management, LLC.36,312$1.7m0.1%
Bleakley Financial Group, LLC28,302$1.3m0.0%
Palumbo Wealth Management LLC24,484$1.1m0.2%
ROYAL BANK OF CANADA21,418$991,0000.0%
HARBOUR INVESTMENTS, INC.19,101$884,0920.0%
Savvy Advisors, Inc.17,432$806,8310.0%
Rockefeller Capital Management L.P.17,002$786,9390.0%
CITADEL ADVISORS LLC14,844$687,0560.0%
Creative Planning13,116$607,0740.0%
O'ROURKE & COMPANY, Inc12,459$576,6730.2%
RITHOLTZ WEALTH MANAGEMENT12,250$566,9920.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("JOET"). JOET price history · All 13F data

Get a free API keySee history bundlesDownload free samples