Virtus Terranova US Qual MomJOETETF
13F holders, Q3 2024 (September 30)32holders −1
3new positions
4sold out
$35.60avg. 13F price*
At the end of Q3 2024, 32 institutions reported holding Virtus Terranova US Qual Mom (JOET) in their 13F filings, down 1 from Q2 2024. 3 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($7.3M), Morgan Stanley ($4.9M) and LPL Financial LLC ($4.3M).
- Company
- Virtus Terranova US Qual Mom
- CUSIP
- 92790A504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $5.5M |
| Exits | 4 | $1.0M |
All 13F filers, Q2 2024 → Q3 2024: 366,902 shares bought and 123,195 shares sold, net +243,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Wells Fargo & Company | 0.00% | Add +7.7% | 197,362 | $7.3M |
| Morgan Stanley | 0.00% | Add +77.4% | 134,469 | $4.9M |
| LPL Financial LLC | 0.00% | Reduce -0.3% | 115,656 | $4.3M |
| Financial Enhancement Group LLC | 0.78% | New | 149,141 | $4.0M |
| Total Clarity Wealth Management, Inc. | 1.25% | Add +8.2% | 105,956 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +7.6% | 75,928 | $2.8M |
| Empirical Asset Management, LLC | 0.85% | Add +179.3% | 64,636 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -55.8% | 57,121 | $2.1M |
| Main Street Financial Solutions, LLC | 0.16% | Add +52.5% | 48,627 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +46.8% | 42,834 | $1.6M |
| Synergy Asset Management, LLC | 0.23% | New | 40,937 | $1.5M |
| Institute for Wealth Management, LLC. | 0.19% | Reduce -3.0% | 40,637 | $1.5M |
| Palumbo Wealth Management LLC | 0.56% | Reduce -1.0% | 39,277 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -3.5% | 22,361 | $822K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +14.3% | 15,386 | $566K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +14.3% | 15,386 | $566K |
| Old Mission Capital LLC | 0.01% | Add +35.0% | 15,110 | $556K |
| Grassi Investment Management | 0.05% | Reduce -2.6% | 15,050 | $554K |
| Royal Bank of Canada | 0.00% | Add +170.6% | 14,277 | $525K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.1% | 12,136 | $446K |
| Bank of America Corp. | 0.00% | No change | 9,499 | $349K |
| Ritholtz Wealth Management | 0.01% | Add +1.6% | 7,115 | $262K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.6% | 6,055 | $223K |
| Comerica Bank | 0.00% | Add +72.0% | 3,440 | $127K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +0.8% | 2,670 | $98K |
| FMR LLC | 0.00% | Add +7.9% | 686 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 486 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 436 | $16K |
| Cwm, LLC | 0.00% | New | 360 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 113 | $4K |
| Planning Capital Management Corp | 0.00% | Add +36.4% | 15 | $552 |
| Davidson Capital Management Inc. | 0.00% | No change | 8 | $295 |
"% 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.