Virtus Seix Senior Loan ETFSEIXETF
13F holders, Q2 2026 (June 30)70holders +3
13new positions
12sold out
$23.96avg. 13F price*
At the end of Q2 2026, 70 institutions reported holding Virtus Seix Senior Loan ETF (SEIX) in their 13F filings, up 3 from Q1 2026. 13 opened new positions and 12 sold out. The largest holders were Destiny Wealth Partners, LLC ($13.5M), AE Wealth Management LLC ($10.3M) and Virtus Fixed Income Advisers, LLC ($8.9M).
- Company
- Virtus Seix Senior Loan ETF
- CUSIP
- 92790A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $11.4M |
| Exits | 12 | $4.3M |
All 13F filers, Q1 2026 → Q2 2026: 889,634 shares bought and 892,718 shares sold, net −3,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Destiny Wealth Partners, LLC | 1.90% | Reduce -21.1% | 582,615 | $13.5M |
| AE Wealth Management LLC | 0.05% | Add +13.2% | 443,753 | $10.3M |
| Virtus Fixed Income Advisers, LLC | 6.42% | No change | 386,766 | $8.9M |
| Ignite Planners, LLC | 1.17% | Add +2.5% | 366,866 | $8.5M |
| AdvisorNet Financial, Inc | 0.32% | Add +19.4% | 299,727 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.7% | 262,619 | $6.1M |
| Navis Wealth Advisors, LLC | 1.79% | New | 203,966 | $4.7M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -11.9% | 191,365 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.3% | 179,126 | $4.1M |
| Cetera Investment Advisers | 0.00% | Reduce -12.7% | 133,921 | $3.1M |
| Cassady Wealth & Retirement Planning, LLC | 1.32% | Add +19.6% | 122,878 | $2.8M |
| LPL Financial LLC | 0.00% | Add +149.6% | 110,582 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -51.3% | 93,615 | $2.2M |
| Kovack Advisors, Inc. | 0.10% | Add +365.4% | 85,390 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +10.6% | 74,918 | $1.7M |
| Western Wealth Management, LLC | 0.06% | New | 74,675 | $1.7M |
| Resolute Capital, LLC | 0.58% | Add +31.8% | 72,404 | $1.7M |
| Sheets Smith Wealth Management | 0.14% | Add +0.2% | 58,460 | $1.4M |
| Creative Planning | 0.00% | Add +0.9% | 57,740 | $1.3M |
| Royal Bank of Canada | 0.00% | New | 56,820 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +42.4% | 46,830 | $1.1M |
| OxenFree Capital LLC | 0.49% | Add +13.6% | 46,159 | $1.1M |
| UMB Bank, n.a. | 0.01% | No change | 45,805 | $1.1M |
| Argent Trust Co | 0.03% | Add +23.2% | 44,035 | $1.0M |
| Drake & Associates, LLC | 0.16% | Reduce -2.1% | 41,903 | $969K |
| Pasadena Private Wealth, LLC | 0.12% | New | 41,467 | $959K |
| James Investment Research, Inc. | 0.10% | Add +20.6% | 41,322 | $956K |
| Lionshead Wealth Management, LLC | 0.60% | Reduce -12.2% | 39,629 | $917K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -7.0% | 38,545 | $892K |
| Summit Asset Management, LLC | 0.10% | Reduce -13.0% | 34,649 | $801K |
| Osaic Holdings, Inc. | 0.00% | Add +22.6% | 32,566 | $753K |
| Ameritas Advisory Services, LLC | 0.01% | Add +76.9% | 31,237 | $723K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -33.5% | 26,724 | $618K |
| Independent Financial Group, LLC | 0.01% | Add +23.0% | 26,587 | $615K |
| Wealthstar Advisors, LLC | 0.29% | Add +28.4% | 24,984 | $578K |
| MML Investors Services, LLC | 0.00% | Add +18.1% | 23,705 | $548K |
| Advyzon Investment Management, LLC | 0.04% | New | 21,996 | $509K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -37.3% | 21,689 | $502K |
| Tactive Advisors, LLC | 0.12% | Add +16.0% | 20,821 | $482K |
| Thrivent Financial for Lutherans | 0.00% | New | 20,246 | $468K |
| Goldman Sachs Group Inc. | 0.00% | New | 18,740 | $433K |
| Perigon Wealth Management, LLC | 0.01% | No change | 18,500 | $428K |
| J. M. Brown & Associates Inc. | 0.24% | — | 18,375 | $425K |
| Fiduciary Group, LLC | 0.03% | Reduce -13.5% | 17,915 | $414K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +51.0% | 17,794 | $412K |
| Prospera Financial Services Inc | 0.01% | Add +4.7% | 17,377 | $402K |
| HRT Financial LP | 0.00% | New | 16,547 | $382K |
| Trustmark Bank Trust Department | 0.02% | New | 15,750 | $364K |
| Guardian Capital, LLC | 0.24% | New | 12,902 | $298K |
| IFP Advisors, Inc | 0.00% | Add +4663.1% | 10,717 | $248K |
| Cornerstone Planning Group LLC | 0.03% | Add +2.1% | 10,001 | $232K |
| International Assets Investment Management, LLC | 0.01% | No change | 10,000 | $231K |
| Cresset Asset Management, LLC | 0.00% | New | 9,925 | $230K |
| &partners | 0.00% | Add +6.8% | 9,825 | $227K |
| Allworth Financial LP | 0.00% | Add +22.6% | 5,911 | $137K |
| US Bancorp \de | 0.00% | No change | 3,814 | $88K |
| Wells Fargo & Company | 0.00% | Add +2.6% | 2,158 | $50K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -68.7% | 2,156 | $50K |
| Meramec Financial Planners, LLC | 0.01% | No change | 1,406 | $33K |
| Parallel Advisors, LLC | 0.00% | New | 703 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 448 | $10K |
| Decker Retirement Planning Inc. | 0.00% | No change | 300 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -56.1% | 276 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +12.4% | 209 | $5K |
| Global Retirement Partners, LLC | 0.00% | — | 197 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 87 | $2K |
| Virtus Advisers, LLC | 0.00% | Add +88.6% | 83 | $2K |
| Tounjian Advisory Partners, LLC | 0.00% | Reduce -99.8% | 24 | $555 |
| Morgan Stanley | 0.00% | No change | 1 | $28 |
| Kingdom Financial Group LLC. | 0.00% | Add +0.0% | 1 | $27 |
"% of holder's portfolio" is SEIX's weight in each manager's 13F, not the share of Virtus Seix Senior Loan ETF the manager owns.