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Get Institutions for : 
Virtus Terranova Us Quality Momentum Etf (JOET)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    1
Total shares held : 
 610,329  
% of shares held : 
 2.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -214,620  
% of shares held change : 
   -1.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 35,818
 5.87%
 
Increased Positions :
8
 20,402
 3.34%
 
Unchanged Positions :
3
 593
 0.1%
 
Decreased Positions :
12
-228,656
-37.46%
 
Closed Positions :
2
-42,184
-6.91%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Ahrens Investment Partners LLC 9 - 2023-03-31 188,978 $5,199,000 -61,578
   Goss Wealth Management LLC 406 - 2024-03-31 133,703 $4,602,000 3,614
   LPL FINANCIAL CORP 1992 - 2024-03-31 108,247 $3,726,000 91,759
   Total Clarity Wealth Management Inc. 18 - 2024-03-31 96,535 $3,323,000 36,474
   Mutual Advisors LLC 193 - 2024-03-31 89,289 $3,073,000 66,864
   MORGAN STANLEY 4382 - 2024-03-31 65,257 $2,246,000 9,557
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 116 - 2024-03-31 42,190 $1,452,000 5
   Palumbo Wealth Management LLC 45 - 2024-03-31 42,016 $1,446,000 -9,728
   Advisor Group Holdings Inc. 2024 - 2024-03-31 39,415 $1,357,000 6,075
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2412 - 2024-03-31 32,525 $1,120,000 -13,191
   Main Street Financial Solutions LLC 179 - 2024-03-31 29,650 $1,021,000 17,500
   RAYMOND JAMES & ASSOCIATES 2654 - 2024-03-31 25,465 $877,000 -1,578
   GOLDMAN SACHS GROUP INC/ 3700 - 2024-03-31 22,918 $789,000 0
   WELLS FARGO & CO/MN 3332 - 2024-03-31 15,887 $547,000 14,789
   Grassi Investment Management 94 - 2024-03-31 15,350 $528,000 38
   HARBOUR INVESTMENTS INC. 594 - 2023-12-31 13,450 $413,000 170
   BANK OF AMERICA CORP /DE/ 4630 - 2024-03-31 9,435 $325,000 1,279
   Atria Wealth Solutions Inc. 1795 *New 2024-03-31 5,981 $206,000 5,981
   ROYAL BANK OF CANADA 4209 - 2024-03-31 5,277 $182,000 -3,641
   Milestone Investment Advisors LLC 82 - 2024-03-31 4,245 $146,000 0
   DHJJ Financial Advisors Ltd. 206 - 2024-03-31 2,625 $90,000 1,450
   COMERICA BANK 2645 *New 2024-03-31 2,000 $69,000 2,000
   CREATIVE FINANCIAL DESIGNS INC /ADV 1009 - 2024-03-31 486 $17,000 6
   TOWER RESEARCH CAPITAL LLC 3265 - 2024-03-31 436 $15,000 0
   FMR LLC 3980 *New 2024-03-31 436 $15,000 436
   AdvisorNet Financial Inc 1483 - 2024-03-31 113 $4,000 0
   ADVISORY SERVICES NETWORK, LLC 2162 *Closed 2024-03-31 0 $0 -750
   CITADEL ADVISORS LLC 6026 *Closed 2024-03-31 0 $0 -20,788
   PROEQUITIES INC. 7390 - 2024-03-31 0 $0 0
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 139 *Closed 2024-03-31 0 $0 -15,549
  30 Records found
  1    
  Page 1 of 1
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