Virtus Terranova US Qual MomJOETETF
13F holders, Q4 2024 (December 31)33holders +1
6new positions
4sold out
$37.75avg. 13F price*
At the end of Q4 2024, 33 institutions reported holding Virtus Terranova US Qual Mom (JOET) in their 13F filings, up 1 from Q3 2024. 6 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($10.0M), Morgan Stanley ($6.7M) and LPL Financial LLC ($5.2M).
- Company
- Virtus Terranova US Qual Mom
- CUSIP
- 92790A504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.0M |
| Exits | 4 | $4.6M |
All 13F filers, Q3 2024 → Q4 2024: 285,636 shares bought and 215,081 shares sold, net +70,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Wells Fargo & Company | 0.00% | Add +33.8% | 264,013 | $10.0M |
| Morgan Stanley | 0.00% | Add +31.4% | 176,637 | $6.7M |
| LPL Financial LLC | 0.00% | Add +19.1% | 137,723 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +10.3% | 83,770 | $3.2M |
| Bank of America Corp. | 0.00% | Add +779.0% | 83,492 | $3.2M |
| Main Street Financial Solutions, LLC | 0.24% | Add +32.6% | 64,466 | $2.4M |
| Total Clarity Wealth Management, Inc. | 0.79% | Reduce -39.2% | 64,408 | $2.4M |
| Empirical Asset Management, LLC | 0.77% | Reduce -4.9% | 61,481 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.4% | 56,320 | $2.1M |
| Institute for Wealth Management, LLC. | 0.19% | Reduce -0.7% | 40,372 | $1.5M |
| Synergy Asset Management, LLC | 0.12% | No change | 40,937 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.1% | 38,942 | $1.5M |
| Palumbo Wealth Management LLC | 0.55% | Reduce -1.1% | 38,844 | $1.5M |
| Apeiron RIA LLC | 0.36% | New | 33,875 | $1.3M |
| Raymond James Financial Inc. | 0.00% | — | 31,825 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +16.9% | 17,992 | $680K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +16.9% | 17,992 | $680K |
| Grassi Investment Management | 0.05% | Add +0.1% | 15,070 | $569K |
| DKM Wealth Management, Inc. | 0.51% | — | 14,319 | $541K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 14,259 | $539K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.4% | 11,965 | $452K |
| Ritholtz Wealth Management | 0.01% | Add +2.1% | 7,268 | $275K |
| Cetera Investment Advisers | 0.00% | New | 6,222 | $235K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,106 | $231K |
| Goldman Sachs Group Inc. | 0.00% | No change | 6,055 | $229K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 5,336 | $202K |
| Comerica Bank | 0.00% | No change | 3,440 | $130K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +1.8% | 2,718 | $103K |
| FMR LLC | 0.00% | Reduce -10.8% | 612 | $23K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 490 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 436 | $16K |
| Group One Trading LLC | 0.00% | New | 100 | $4K |
| Davidson Capital Management Inc. | 0.00% | No change | 8 | $303 |
"% 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.