Virtus Terranova US Qual MomJOETETF
13F holders, Q2 2024 (June 30)33holders +8
9new positions
1sold out
$34.33avg. 13F price*
At the end of Q2 2024, 33 institutions reported holding Virtus Terranova US Qual Mom (JOET) in their 13F filings, up 8 from Q1 2024. 9 opened new positions and 1 sold out. The largest holders were Wells Fargo & Company ($6.3M), NewEdge Advisors, LLC ($4.4M) and LPL Financial LLC ($4.0M).
- Company
- Virtus Terranova US Qual Mom
- CUSIP
- 92790A504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.0M |
| Exits | 1 | $3.1M |
All 13F filers, Q1 2024 → Q2 2024: 309,567 shares bought and 102,937 shares sold, net +206,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Wells Fargo & Company | 0.00% | Add +1053.2% | 183,215 | $6.3M |
| NewEdge Advisors, LLC | 0.03% | Reduce -3.3% | 129,338 | $4.4M |
| LPL Financial LLC | 0.00% | Add +7.2% | 115,992 | $4.0M |
| Total Clarity Wealth Management, Inc. | 1.17% | Add +1.5% | 97,946 | $3.4M |
| Morgan Stanley | 0.00% | Add +16.2% | 75,809 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +79.0% | 70,562 | $2.4M |
| Institute for Wealth Management, LLC. | 0.19% | Reduce -0.7% | 41,898 | $1.4M |
| Palumbo Wealth Management LLC | 0.58% | Reduce -5.6% | 39,668 | $1.4M |
| Main Street Financial Solutions, LLC | 0.10% | Add +7.6% | 31,892 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.3% | 29,186 | $1.0M |
| Raymond James & Associates | 0.00% | Reduce -9.0% | 23,168 | $795K |
| Empirical Asset Management, LLC | 0.30% | New | 23,142 | $795K |
| Goldman Sachs Group Inc. | 0.00% | No change | 22,918 | $787K |
| Grassi Investment Management | 0.05% | Add +0.7% | 15,450 | $530K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 13,456 | $462K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 13,456 | $462K |
| Harbour Investments, Inc. | 0.02% | No change | 13,352 | $458K |
| MML Investors Services, LLC | 0.00% | New | 12,916 | $443K |
| Old Mission Capital LLC | 0.01% | New | 11,197 | $384K |
| Bank of America Corp. | 0.00% | Add +0.7% | 9,499 | $326K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +27.0% | 7,594 | $261K |
| Ritholtz Wealth Management | 0.01% | New | 7,000 | $240K |
| Cetera Investment Advisers | 0.00% | New | 5,956 | $204K |
| Royal Bank of Canada | 0.00% | No change | 5,277 | $181K |
| Milestone Investment Advisors LLC | 0.03% | Reduce -23.7% | 3,238 | $111K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +0.9% | 2,648 | $91K |
| Comerica Bank | 0.00% | No change | 2,000 | $69K |
| FMR LLC | 0.00% | Add +45.9% | 636 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 486 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 436 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 113 | $4K |
| Planning Capital Management Corp | 0.00% | New | 11 | $378 |
| Davidson Capital Management Inc. | 0.00% | New | 8 | $275 |
"% 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.