Virtus Terranova US Qual MomJOETETF
13F holders, Q1 2024 (March 31)25holders
$34.42avg. 13F price*
At the end of Q1 2024, 25 institutions reported holding Virtus Terranova US Qual Mom (JOET) in their 13F filings. The largest holders were NewEdge Advisors, LLC ($4.6M), LPL Financial LLC ($3.7M) and Total Clarity Wealth Management, Inc. ($3.3M).
- Company
- Virtus Terranova US Qual Mom
- CUSIP
- 92790A504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $290K |
| Exits | 3 | $1.1M |
Ownership 25 holders
| NewEdge Advisors, LLC | 0.04% | Add +2.8% | 133,703 | $4.6M |
| LPL Financial LLC | 0.00% | Add +556.5% | 108,247 | $3.7M |
| Total Clarity Wealth Management, Inc. | 1.16% | Add +60.7% | 96,535 | $3.3M |
| Mutual Advisors, LLC | 0.10% | Add +298.2% | 89,289 | $3.1M |
| Morgan Stanley | 0.00% | Add +17.2% | 65,257 | $2.2M |
| Institute for Wealth Management, LLC. | 0.19% | Add +0.0% | 42,190 | $1.5M |
| Palumbo Wealth Management LLC | 0.65% | Reduce -18.8% | 42,016 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +18.2% | 39,415 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.9% | 32,525 | $1.1M |
| Main Street Financial Solutions, LLC | 0.11% | Add +144.0% | 29,650 | $1.0M |
| Raymond James & Associates | 0.00% | Reduce -5.8% | 25,465 | $877K |
| Goldman Sachs Group Inc. | 0.00% | No change | 22,918 | $789K |
| Wells Fargo & Company | 0.00% | Add +1346.9% | 15,887 | $547K |
| Grassi Investment Management | 0.05% | Add +0.3% | 15,350 | $528K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.7% | 13,352 | $460K |
| Bank of America Corp. | 0.00% | Add +15.7% | 9,435 | $325K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 5,981 | $206K |
| Royal Bank of Canada | 0.00% | Reduce -40.8% | 5,277 | $182K |
| Milestone Investment Advisors LLC | 0.04% | No change | 4,245 | $146K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +123.4% | 2,625 | $90K |
| Comerica Bank | 0.00% | New | 2,000 | $69K |
| Creative Financial Designs Inc. | 0.00% | Add +1.3% | 486 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 436 | $15K |
| FMR LLC | 0.00% | New | 436 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 113 | $4K |
"% 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.