Virtus Terranova US Qual MomJOETETF
13F holders, Q1 2025 (March 31)36holders +3
6new positions
4sold out
1famous investor
$36.61avg. 13F price*
At the end of Q1 2025, 36 institutions reported holding Virtus Terranova US Qual Mom (JOET) in their 13F filings, up 3 from Q4 2024. 6 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($11.6M), Wells Fargo & Company ($11.1M) and Bank of America Corp. ($7.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.0M |
| Exits | 4 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 597,639 shares bought and 106,853 shares sold, net +490,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Morgan Stanley | 0.00% | Add +80.2% | 318,312 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +14.6% | 302,457 | $11.1M |
| Bank of America Corp. | 0.00% | Add +149.5% | 208,316 | $7.6M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 135,436 | $5.0M |
| NewEdge Advisors, LLC | 0.03% | Add +119.2% | 123,478 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +264.6% | 116,051 | $4.2M |
| Main Street Financial Solutions, LLC | 0.29% | Add +39.6% | 90,011 | $3.3M |
| Total Clarity Wealth Management, Inc. | 0.79% | No change | 64,408 | $2.4M |
| Empirical Asset Management, LLC | 0.78% | Add +2.1% | 62,778 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.2% | 59,313 | $2.2M |
| Apeiron RIA LLC | 0.53% | Add +40.6% | 47,637 | $1.7M |
| Institute for Wealth Management, LLC. | 0.19% | No change | 40,372 | $1.5M |
| Palumbo Wealth Management LLC | 0.44% | Reduce -6.5% | 36,306 | $1.3M |
| Citadel Advisors | 0.00% | New | 32,179 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +123.8% | 31,912 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +38.9% | 24,995 | $914K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +38.9% | 24,995 | $914K |
| DKM Wealth Management, Inc. | 0.56% | Add +9.9% | 15,742 | $576K |
| Grassi Investment Management | 0.05% | Reduce -0.5% | 15,000 | $549K |
| Armstrong, Fleming & Moore, Inc | 0.57% | New | 12,856 | $470K |
| Harbour Investments, Inc. | 0.01% | No change | 11,965 | $438K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +85.0% | 11,295 | $413K |
| Ritholtz Wealth Management | 0.01% | Add +23.8% | 9,000 | $329K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.1% | 8,150 | $298K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,522 | $275K |
| Cetera Investment Advisers | 0.00% | Add +6.1% | 6,603 | $241K |
| Comerica Bank | 0.00% | Add +87.4% | 6,446 | $236K |
| Goldman Sachs Group Inc. | 0.00% | No change | 6,055 | $221K |
| FMR LLC | 0.00% | Add +638.6% | 4,520 | $165K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +2.9% | 2,798 | $102K |
| UBS Group AG | 0.00% | New | 554 | $20K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 496 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 128 | $5K |
| Group One Trading LLC | 0.00% | No change | 100 | $4K |
| Virtus Advisers, LLC | 0.00% | New | 85 | $3K |
| Davidson Capital Management Inc. | 0.00% | No change | 8 | $293 |
"% 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.