Virtus Terranova US Qual MomJOETETF
13F holders, Q1 2026 (March 31)53holders +3
11new positions
8sold out
1famous investor
$40.11avg. 13F price*
At the end of Q1 2026, 53 institutions reported holding Virtus Terranova US Qual Mom (JOET) in their 13F filings, up 3 from Q4 2025. 11 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($27.3M), Wells Fargo & Company ($18.3M) and LPL Financial LLC ($17.0M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.1M |
| Exits | 8 | $867K |
All 13F filers, Q4 2025 → Q1 2026: 254,173 shares bought and 147,488 shares sold, net +106,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Morgan Stanley | 0.00% | Reduce -4.9% | 681,662 | $27.3M |
| Wells Fargo & Company | 0.00% | Reduce -9.0% | 457,912 | $18.3M |
| LPL Financial LLC | 0.00% | Add +13.7% | 425,271 | $17.0M |
| Bank of America Corp. | 0.00% | Add +8.1% | 161,992 | $6.5M |
| Main Street Financial Solutions, LLC | 0.34% | Add +9.4% | 117,379 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.8% | 115,596 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.2% | 110,760 | $4.4M |
| Cassady Wealth & Retirement Planning, LLC | 1.89% | Add +36.4% | 85,051 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.2% | 90,563 | $3.6M |
| Apeiron RIA LLC | 0.54% | Reduce -9.2% | 58,113 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.3% | 55,096 | $2.2M |
| Wealth Management Partners, LLC | 0.61% | Add +28.2% | 53,201 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +57.8% | 50,142 | $2.0M |
| Total Clarity Wealth Management, Inc. | 0.43% | Reduce -3.6% | 45,698 | $1.8M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -0.2% | 36,762 | $1.5M |
| Palumbo Wealth Management LLC | 0.27% | Reduce -4.9% | 27,976 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | Add +7.2% | 27,733 | $1.1M |
| Two Sigma Investments, LP | 0.00% | New | 25,300 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.1% | 24,693 | $988K |
| Citadel Advisors | 0.00% | Add +137.9% | 24,575 | $984K |
| Royal Bank of Canada | 0.00% | Reduce -40.7% | 21,315 | $853K |
| Savvy Advisors, Inc. | 0.02% | New | 20,005 | $801K |
| Harbour Investments, Inc. | 0.01% | Add +57.2% | 19,111 | $765K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1730.1% | 16,837 | $674K |
| Ritholtz Wealth Management | 0.01% | No change | 12,250 | $490K |
| O'ROURKE & COMPANY, Inc | 0.19% | Add +19.9% | 11,994 | $480K |
| Jane Street Group, LLC | 0.00% | New | 11,837 | $474K |
| Creative Planning | 0.00% | Reduce -2.4% | 11,771 | $471K |
| Flow Traders U.S. LLC | 0.01% | New | 11,011 | $441K |
| Empirical Asset Management, LLC | 0.11% | Reduce -10.3% | 10,169 | $407K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +75.1% | 9,848 | $394K |
| Cetera Investment Advisers | 0.00% | Reduce -5.9% | 9,744 | $390K |
| MLP3, LLC | 0.41% | No change | 9,172 | $367K |
| DKM Wealth Management, Inc. | 0.22% | Reduce -39.9% | 7,771 | $311K |
| Fifth Third Bancorp | 0.00% | New | 5,855 | $234K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 5,241 | $210K |
| FMR LLC | 0.00% | Reduce -10.3% | 4,642 | $186K |
| Triumph Capital Management | 0.04% | Reduce -27.0% | 4,639 | $186K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +1.5% | 2,918 | $117K |
| UBS Group AG | 0.00% | Reduce -27.6% | 1,944 | $78K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +275.1% | 1,403 | $56K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,031 | $40K |
| Hickory Point Bank & Trust | 0.03% | New | 1,000 | $40K |
| Advisory Services Network, LLC | 0.00% | New | 750 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 556 | $22K |
| Creative Financial Designs Inc. | 0.00% | Reduce -19.6% | 401 | $16K |
| US Bancorp \de | 0.00% | No change | 400 | $16K |
| Spire Wealth Management | 0.00% | No change | 375 | $15K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 200 | $8K |
| Russell Investments Group, Ltd. | 0.00% | New | 100 | $4K |
| Virtus Advisers, LLC | 0.00% | Add +33.8% | 99 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 54 | $2K |
| Davidson Capital Management Inc. | 0.00% | No change | 8 | $321 |
"% 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.