Virtus Terranova US Qual MomJOETETF
13F holders, Q3 2025 (September 30)42holders +2
8new positions
5sold out
1famous investor
$42.97avg. 13F price*
At the end of Q3 2025, 42 institutions reported holding Virtus Terranova US Qual Mom (JOET) in their 13F filings, up 2 from Q2 2025. 8 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($26.3M), Wells Fargo & Company ($20.7M) and LPL Financial LLC ($8.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.0M |
| Exits | 5 | $831K |
All 13F filers, Q2 2025 → Q3 2025: 609,173 shares bought and 107,733 shares sold, net +501,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Morgan Stanley | 0.00% | Add +60.0% | 612,217 | $26.3M |
| Wells Fargo & Company | 0.00% | Add +36.8% | 481,603 | $20.7M |
| LPL Financial LLC | 0.00% | Add +39.1% | 198,171 | $8.5M |
| Bank of America Corp. | 0.00% | Add +4.2% | 195,741 | $8.4M |
| NewEdge Advisors, LLC | 0.03% | Add +1.9% | 157,770 | $6.8M |
| Raymond James Financial Inc. | 0.00% | Add +5.2% | 124,650 | $5.4M |
| Main Street Financial Solutions, LLC | 0.28% | Add +10.6% | 100,517 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.7% | 95,800 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +589.4% | 79,711 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +99.5% | 70,698 | $3.0M |
| Apeiron RIA LLC | 0.58% | Add +9.7% | 60,712 | $2.6M |
| Total Clarity Wealth Management, Inc. | 0.51% | Reduce -1.0% | 44,987 | $1.9M |
| Institute for Wealth Management, LLC. | 0.17% | Reduce -5.6% | 37,089 | $1.6M |
| Wealth Management Partners, LLC | 0.48% | Add +24.4% | 34,801 | $1.5M |
| Palumbo Wealth Management LLC | 0.44% | Reduce -8.7% | 32,165 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.0% | 32,088 | $1.4M |
| Empirical Asset Management, LLC | 0.36% | Reduce -52.6% | 30,079 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.5% | 25,181 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | Add +9.3% | 24,612 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -37.9% | 22,761 | $979K |
| Citadel Advisors | 0.00% | New | 19,581 | $842K |
| DKM Wealth Management, Inc. | 0.50% | Reduce -3.3% | 14,400 | $619K |
| Creative Planning | 0.00% | New | 12,266 | $528K |
| Ritholtz Wealth Management | 0.01% | No change | 12,250 | $527K |
| Harbour Investments, Inc. | 0.01% | No change | 11,811 | $508K |
| Cetera Investment Advisers | 0.00% | Add +50.7% | 10,109 | $435K |
| Triumph Capital Management | 0.09% | Add +8.1% | 7,635 | $328K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.6% | 7,422 | $319K |
| O'ROURKE & COMPANY, Inc | 0.12% | New | 6,525 | $281K |
| Comerica Bank | 0.00% | Reduce -2.9% | 5,855 | $252K |
| Moors & Cabot, Inc. | 0.01% | New | 5,850 | $252K |
| FMR LLC | 0.00% | Add +0.2% | 4,489 | $193K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +0.5% | 2,862 | $123K |
| Advisory Services Network, LLC | 0.00% | New | 745 | $32K |
| Creative Financial Designs Inc. | 0.00% | No change | 496 | $21K |
| Rockefeller Capital Management L.P. | 0.00% | New | 420 | $18K |
| US Bancorp \de | 0.00% | No change | 400 | $17K |
| Spire Wealth Management | 0.00% | New | 375 | $16K |
| Simplex Trading, LLC | 0.00% | New | 138 | $5K |
| Group One Trading LLC | 0.00% | No change | 100 | $4K |
| Virtus Advisers, LLC | 0.00% | Reduce -37.5% | 50 | $2K |
| Davidson Capital Management Inc. | 0.00% | No change | 8 | $345 |
"% 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.