Virtus Terranova US Qual MomJOETETF
13F holders, Q2 2025 (June 30)40holders +4
8new positions
3sold out
$40.90avg. 13F price*
At the end of Q2 2025, 40 institutions reported holding Virtus Terranova US Qual Mom (JOET) in their 13F filings, up 4 from Q1 2025. 8 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($15.6M), Wells Fargo & Company ($14.4M) and Bank of America Corp. ($7.7M).
- Company
- Virtus Terranova US Qual Mom
- CUSIP
- 92790A504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.2M |
| Exits | 3 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 373,607 shares bought and 91,336 shares sold, net +282,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Morgan Stanley | 0.00% | Add +20.2% | 382,548 | $15.6M |
| Wells Fargo & Company | 0.00% | Add +16.4% | 352,115 | $14.4M |
| Bank of America Corp. | 0.00% | Reduce -9.8% | 187,905 | $7.7M |
| NewEdge Advisors, LLC | 0.03% | Add +25.4% | 154,812 | $6.3M |
| LPL Financial LLC | 0.00% | Add +5.2% | 142,441 | $5.8M |
| Raymond James Financial Inc. | 0.00% | Add +2.1% | 118,537 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +78.8% | 106,057 | $4.3M |
| Main Street Financial Solutions, LLC | 0.27% | Add +1.0% | 90,884 | $3.7M |
| Empirical Asset Management, LLC | 0.80% | Add +1.1% | 63,496 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +579.3% | 55,366 | $2.3M |
| Apeiron RIA LLC | 0.58% | Add +16.1% | 55,328 | $2.3M |
| Total Clarity Wealth Management, Inc. | 0.53% | Reduce -29.5% | 45,430 | $1.9M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -2.7% | 39,272 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +14.8% | 36,644 | $1.5M |
| MML Investors Services, LLC | 0.00% | New | 35,447 | $1.4M |
| Palumbo Wealth Management LLC | 0.45% | Reduce -3.0% | 35,231 | $1.4M |
| Wealth Management Partners, LLC | 0.41% | New | 27,965 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.2% | 25,049 | $1.0M |
| Bleakley Financial Group, LLC | 0.02% | New | 22,510 | $921K |
| DKM Wealth Management, Inc. | 0.53% | Reduce -5.4% | 14,892 | $609K |
| Ritholtz Wealth Management | 0.01% | Add +36.1% | 12,250 | $501K |
| Grassi Investment Management | 0.04% | Reduce -21.0% | 11,855 | $485K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.3% | 11,811 | $483K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.4% | 11,563 | $473K |
| Jane Street Group, LLC | 0.00% | New | 8,855 | $362K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.3% | 7,622 | $312K |
| Triumph Capital Management | 0.09% | New | 7,062 | $289K |
| Cetera Investment Advisers | 0.00% | Add +1.6% | 6,710 | $274K |
| Goldman Sachs Group Inc. | 0.00% | No change | 6,055 | $248K |
| Comerica Bank | 0.00% | Reduce -6.5% | 6,030 | $247K |
| UBS Group AG | 0.00% | Add +784.8% | 4,902 | $200K |
| FMR LLC | 0.00% | Reduce -0.9% | 4,481 | $183K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +1.8% | 2,849 | $117K |
| Creative Financial Designs Inc. | 0.00% | No change | 496 | $20K |
| US Bancorp \de | 0.00% | New | 400 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | New | 386 | $16K |
| Ameritas Advisory Services, LLC | 0.00% | New | 111 | $5K |
| Group One Trading LLC | 0.00% | No change | 100 | $4K |
| Virtus Advisers, LLC | 0.00% | Reduce -5.9% | 80 | $3K |
| Davidson Capital Management Inc. | 0.00% | No change | 8 | $328 |
"% 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.