Virtus Terranova US Qual MomJOETETF
13F holders, Q4 2025 (December 31)50holders +8
8new positions
3sold out
1famous investor
$42.01avg. 13F price*
At the end of Q4 2025, 50 institutions reported holding Virtus Terranova US Qual Mom (JOET) in their 13F filings, up 8 from Q3 2025. 8 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($30.1M), Wells Fargo & Company ($21.1M) and LPL Financial LLC ($15.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 3 | $3.3M |
All 13F filers, Q3 2025 → Q4 2025: 400,489 shares bought and 268,354 shares sold, net +132,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Morgan Stanley | 0.00% | Add +17.1% | 716,707 | $30.1M |
| Wells Fargo & Company | 0.00% | Add +4.5% | 503,045 | $21.1M |
| LPL Financial LLC | 0.00% | Add +88.8% | 374,208 | $15.7M |
| Bank of America Corp. | 0.00% | Reduce -23.5% | 149,808 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.2% | 118,116 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +39.7% | 111,368 | $4.7M |
| Main Street Financial Solutions, LLC | 0.34% | Add +6.7% | 107,264 | $4.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -40.1% | 94,543 | $4.0M |
| Apeiron RIA LLC | 0.55% | Add +5.4% | 64,017 | $2.7M |
| Cassady Wealth & Retirement Planning, LLC | 1.71% | — | 62,348 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.3% | 55,289 | $2.3M |
| Total Clarity Wealth Management, Inc. | 0.48% | Add +5.4% | 47,397 | $2.0M |
| Wealth Management Partners, LLC | 0.50% | Add +19.2% | 41,491 | $1.7M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -0.6% | 36,851 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +58.0% | 35,957 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.0% | 31,768 | $1.3M |
| Palumbo Wealth Management LLC | 0.30% | Reduce -8.6% | 29,406 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | Add +5.1% | 25,867 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.3% | 25,752 | $1.1M |
| DKM Wealth Management, Inc. | 0.40% | Reduce -10.3% | 12,922 | $543K |
| Ritholtz Wealth Management | 0.01% | No change | 12,250 | $515K |
| Harbour Investments, Inc. | 0.01% | Add +2.9% | 12,158 | $511K |
| Creative Planning | 0.00% | Reduce -1.6% | 12,066 | $507K |
| Empirical Asset Management, LLC | 0.13% | Reduce -62.3% | 11,338 | $476K |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 10,355 | $435K |
| Citadel Advisors | 0.00% | Reduce -47.2% | 10,331 | $434K |
| O'ROURKE & COMPANY, Inc | 0.16% | Add +53.2% | 9,999 | $420K |
| MLP3, LLC | 0.42% | — | 9,172 | $385K |
| First Foundation Advisors | 0.01% | New | 7,047 | $296K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.9% | 6,833 | $287K |
| Triumph Capital Management | 0.06% | Reduce -16.8% | 6,354 | $267K |
| Comerica Bank | 0.00% | No change | 5,855 | $246K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,624 | $236K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 5,241 | $220K |
| FMR LLC | 0.00% | Add +15.2% | 5,173 | $217K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,829 | $203K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +0.4% | 2,874 | $121K |
| UBS Group AG | 0.00% | New | 2,685 | $113K |
| Simplex Trading, LLC | 0.00% | Add +976.1% | 1,485 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | Add +119.0% | 920 | $39K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 499 | $21K |
| US Bancorp \de | 0.00% | No change | 400 | $17K |
| Spire Wealth Management | 0.00% | No change | 375 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 374 | $16K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 251 | $11K |
| Vision Retirement, LLC | 0.00% | — | 101 | $4K |
| Group One Trading LLC | 0.00% | No change | 100 | $4K |
| Virtus Advisers, LLC | 0.00% | Add +48.0% | 74 | $3K |
| Davidson Capital Management Inc. | 0.00% | No change | 8 | $336 |
| Citigroup Inc. | 0.00% | New | 1 | $42 |
"% 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.