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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  
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            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 411 - 2023-12-31 130,089 $4,041,000 -1,479
   Total Clarity Wealth Management Inc. 18 - 2024-03-31 96,535 $3,323,000 36,474
   MORGAN STANLEY 4492 - 2023-12-31 55,700 $1,709,000 -506
   Palumbo Wealth Management LLC 45 - 2024-03-31 42,016 $1,446,000 -9,728
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2324 - 2023-12-31 45,716 $1,403,000 16,608
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 121 - 2023-12-31 42,185 $1,294,000 -210
   Advisor Group Holdings Inc. 2478 - 2023-12-31 33,340 $1,023,000 2,136
   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/ 3674 *New 2023-12-31 22,918 $703,000 22,918
   Mutual Advisors LLC 557 - 2023-12-31 22,425 $688,000 -3,143
   CITADEL ADVISORS LLC 3357 - 2023-12-31 20,788 $638,000 -12,783
   Grassi Investment Management 94 - 2024-03-31 15,350 $528,000 38
   LPL FINANCIAL CORP 3598 - 2023-12-31 16,488 $506,000 -12,301
   HARBOUR INVESTMENTS INC. 594 - 2023-12-31 13,450 $413,000 170
   ROYAL BANK OF CANADA 4190 - 2023-12-31 8,918 $273,000 -386
   BANK OF AMERICA CORP /DE/ 4895 - 2023-12-31 8,156 $250,000 650
   Milestone Investment Advisors LLC 80 - 2023-12-31 4,245 $130,000 -71,082
   DHJJ Financial Advisors Ltd. 206 - 2024-03-31 2,625 $90,000 1,450
   WELLS FARGO & CO/MN 4775 - 2023-12-31 1,098 $34,000 -74,844
   ADVISORY SERVICES NETWORK, LLC 2415 *New 2023-12-31 750 $23,000 750
   CREATIVE FINANCIAL DESIGNS INC /ADV 983 - 2023-12-31 480 $15,000 0
   TOWER RESEARCH CAPITAL LLC 3986 - 2023-12-31 436 $13,000 305
   AdvisorNet Financial Inc 1483 - 2024-03-31 113 $4,000 0
   UBS Group AG 7184 *Closed 2023-12-31 0 $0 -55
   PROEQUITIES INC. 5791 - 2023-12-31 0 $0 0
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 139 *Closed 2024-03-31 0 $0 -15,549
   JANE STREET GROUP LLC 5935 *Closed 2023-12-31 0 $0 -42,129
  29 Records found
  1    
  Page 1 of 1
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