Virtus Terranova US Qual MomJOETETF
13F holders, Q2 2026 (June 30)52holders −1
8new positions
8sold out
1famous investor
$46.28avg. 13F price*
At the end of Q2 2026, 52 institutions reported holding Virtus Terranova US Qual Mom (JOET) in their 13F filings, down 1 from Q1 2026. 8 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($29.6M), Wells Fargo & Company ($20.9M) and LPL Financial LLC ($18.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Virtus Terranova US Qual Mom
- CUSIP
- 92790A504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $608K |
| Exits | 8 | $3.2M |
All 13F filers, Q1 2026 → Q2 2026: 61,460 shares bought and 233,655 shares sold, net −172,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Morgan Stanley | 0.00% | Reduce -6.3% | 639,031 | $29.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 450,595 | $20.9M |
| LPL Financial LLC | 0.00% | Reduce -8.0% | 391,401 | $18.1M |
| Bank of America Corp. | 0.00% | Add +11.5% | 180,655 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.6% | 110,325 | $5.1M |
| Main Street Financial Solutions, LLC | 0.33% | Reduce -6.2% | 110,118 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.9% | 106,495 | $4.9M |
| Cassady Wealth & Retirement Planning, LLC | 2.08% | Add +13.5% | 96,521 | $4.5M |
| NewEdge Advisors, LLC | 0.01% | Add +2.1% | 92,435 | $4.3M |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 55,443 | $2.6M |
| Apeiron RIA LLC | 0.63% | Reduce -8.8% | 52,977 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.3% | 42,480 | $2.0M |
| Total Clarity Wealth Management, Inc. | 0.38% | Reduce -7.2% | 42,418 | $2.0M |
| Wealth Management Partners, LLC | 0.44% | Reduce -24.8% | 40,009 | $1.9M |
| Institute for Wealth Management, LLC. | 0.15% | Reduce -1.2% | 36,312 | $1.7M |
| Bleakley Financial Group, LLC | 0.02% | Add +2.0% | 28,302 | $1.3M |
| Palumbo Wealth Management LLC | 0.24% | Reduce -12.5% | 24,484 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 21,418 | $991K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.1% | 19,101 | $884K |
| Savvy Advisors, Inc. | 0.02% | Reduce -12.9% | 17,432 | $807K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 17,002 | $787K |
| Citadel Advisors | 0.00% | Reduce -39.6% | 14,844 | $687K |
| Creative Planning | 0.00% | Add +11.4% | 13,116 | $607K |
| O'ROURKE & COMPANY, Inc | 0.20% | Add +3.9% | 12,459 | $577K |
| Ritholtz Wealth Management | 0.01% | No change | 12,250 | $567K |
| FMR LLC | 0.00% | Add +129.3% | 10,642 | $493K |
| Empirical Asset Management, LLC | 0.10% | Reduce -5.1% | 9,650 | $447K |
| Triumph Capital Management | 0.07% | Add +89.3% | 8,782 | $406K |
| DKM Wealth Management, Inc. | 0.23% | Reduce -2.3% | 7,594 | $351K |
| Arax Advisory Partners | 0.00% | New | 7,208 | $334K |
| Cetera Investment Advisers | 0.00% | Reduce -30.0% | 6,823 | $316K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -33.4% | 6,556 | $303K |
| Fifth Third Bancorp | 0.00% | Reduce -0.1% | 5,848 | $271K |
| Clearview Wealth Management LLC | 0.13% | New | 4,331 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +528.1% | 3,492 | $162K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +1.0% | 2,946 | $136K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,403 | $65K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,031 | $47K |
| Hickory Point Bank & Trust | 0.03% | No change | 1,000 | $46K |
| IFG Advisory, LLC | 0.00% | New | 834 | $39K |
| UBS Group AG | 0.00% | Reduce -75.2% | 482 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 401 | $19K |
| US Bancorp \de | 0.00% | No change | 400 | $19K |
| Spire Wealth Management | 0.00% | No change | 375 | $17K |
| Centerpoint Advisors, LLC | 0.00% | New | 369 | $17K |
| JPMorgan Chase & Co. | 0.00% | Add +401.9% | 271 | $12K |
| Fiduciary Financial Advisors | 0.00% | New | 180 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | New | 111 | $5K |
| McDonald Partners LLC | 0.00% | New | 99 | $5K |
| Virtus Advisers, LLC | 0.00% | Reduce -4.0% | 95 | $4K |
| Davidson Capital Management Inc. | 0.00% | No change | 8 | $371 |
| Farther Finance Advisors, LLC | 0.00% | New | 5 | $231 |
"% of holder's portfolio" is JOET's weight in each manager's 13F, not the share of Virtus Terranova US Qual Mom the manager owns.