Who Owns VIRTUS ETF TR II (SEIX)? -- Institutional Holders (2026-06-30)
83 institutions reported holding $113.9M of VIRTUS ETF TR II (SEIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Destiny Wealth Partners, LLC ($13.5M), AE Wealth Management LLC ($10.3M), Virtus Fixed Income Advisers, LLC ($8.9M), Ignite Planners, LLC ($8.5M), AdvisorNet Financial, Inc ($6.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Destiny Wealth Partners, LLC | $13.5M | 582,615 | Trimmed |
| 2 | AE Wealth Management LLC | $10.3M | 443,753 | Added |
| 3 | Virtus Fixed Income Advisers, LLC | $8.9M | 386,766 | Hold |
| 4 | Ignite Planners, LLC | $8.5M | 366,866 | Added |
| 5 | AdvisorNet Financial, Inc | $6.9M | 299,727 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $6.1M | 262,619 | Trimmed |
| 7 | Navis Wealth Advisors, LLC | $4.7M | 203,966 | New |
| 8 | Foundations Investment Advisors, LLC | $4.4M | 191,365 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $4.1M | 179,126 | Added |
| 10 | Illumine Investment Management, LLC | $3.9M | 0 | Trimmed |
| 11 | Cetera Investment Advisers | $3.1M | 133,921 | Trimmed |
| 12 | Cassady Wealth & Retirement Planning, LLC | $2.8M | 122,878 | Added |
| 13 | LPL Financial LLC | $2.6M | 110,582 | Added |
| 14 | Tower Research Capital LLC (TRC) | $2.2M | 93,615 | Trimmed |
| 15 | Kovack Advisors, Inc. | $2.0M | 85,390 | Added |
| 16 | Stratos Wealth Advisors, LLC | $1.7M | 74,918 | Added |
| 17 | Western Wealth Management, LLC | $1.7M | 74,675 | New |
| 18 | RESOLUTE CAPITAL, LLC | $1.7M | 72,404 | Added |
| 19 | SHEETS SMITH WEALTH MANAGEMENT | $1.4M | 58,460 | Added |
| 20 | Creative Planning | $1.3M | 57,740 | Added |
| 21 | Royal Bank of Canada | $1.3M | 56,820 | New |
| 22 | JANE STREET GROUP, LLC | $1.1M | 46,830 | Added |
| 23 | OxenFree Capital LLC | $1.1M | 46,159 | Added |
| 24 | UMB BANK N A/MO | $1.1M | 45,805 | Hold |
| 25 | Argent Trust Co | $1.0M | 44,035 | Added |
Source: SEC Form 13F filings · as of 2026-06-30