Virtus Seix Senior Loan ETFSEIXETF
13F holders, Q1 2025 (March 31)70holders +4
12new positions
7sold out
1famous investor
$23.59avg. 13F price*
At the end of Q1 2025, 70 institutions reported holding Virtus Seix Senior Loan ETF (SEIX) in their 13F filings, up 4 from Q4 2024. 12 opened new positions and 7 sold out. The largest holders were Virtus Investment Advisers, LLC ($19.0M), Drake & Associates, LLC ($17.7M) and Envestnet Asset Management Inc. ($9.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Virtus Seix Senior Loan ETF
- CUSIP
- 92790A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $25.6M |
| Exits | 7 | $8.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,831,210 shares bought and 640,641 shares sold, net +1,190,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Virtus Investment Advisers, LLC | 5.22% | New | 802,814 | $19.0M |
| Drake & Associates, LLC | 4.98% | Add +1.3% | 750,349 | $17.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +455.8% | 387,091 | $9.1M |
| Ignite Planners, LLC | 1.46% | Add +13.3% | 319,573 | $7.5M |
| AE Wealth Management LLC | 0.06% | Add +9.1% | 308,810 | $7.3M |
| Foundations Investment Advisors, LLC | 0.10% | Add +2.5% | 240,181 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +67.4% | 211,504 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.5% | 163,283 | $3.9M |
| Centaurus Financial, Inc. | 0.23% | Add +3.7% | 158,142 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +6.3% | 154,608 | $3.7M |
| Illumine Investment Management, LLC | 2.98% | Add +9.2% | 154,079 | $3.6M |
| Atria Investments, Inc | 0.05% | Reduce -21.5% | 153,685 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 151,991 | $3.6M |
| USAdvisors Wealth Management, LLC | 1.01% | Reduce -7.0% | 122,742 | $2.9M |
| AdvisorNet Financial, Inc | 0.18% | New | 100,948 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +113.2% | 99,280 | $2.3M |
| LPL Financial LLC | 0.00% | Add +669.8% | 73,750 | $1.7M |
| Flow Traders U.S. LLC | 0.07% | Add +62.2% | 69,857 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +4.4% | 62,787 | $1.5M |
| Fig Financial Advisory Services Inc. | 1.01% | New | 60,736 | $1.4M |
| Sheets Smith Wealth Management | 0.18% | Add +2.8% | 60,028 | $1.4M |
| RDA Financial Network | 0.41% | Add +2.5% | 58,111 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +37.4% | 55,765 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +10.4% | 50,191 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.4% | 49,389 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +36.8% | 49,320 | $1.2M |
| UMB Bank, n.a. | 0.02% | No change | 45,805 | $1.1M |
| OxenFree Capital LLC | 0.67% | Reduce -1.1% | 38,133 | $882K |
| Ameritas Advisory Services, LLC | 0.03% | Add +2.7% | 33,761 | $808K |
| Diversify Wealth Management, LLC | 0.06% | Reduce -26.5% | 33,454 | $781K |
| Susquehanna International Group, LLP | 0.00% | New | 32,723 | $773K |
| Trustmark Bank Trust Department | 0.05% | Add +33.2% | 30,427 | $718K |
| Lionshead Wealth Management, LLC | 0.72% | New | 29,311 | $692K |
| James Investment Research, Inc. | 0.09% | Add +4.6% | 29,053 | $686K |
| Summit Asset Management, LLC | 0.11% | Reduce -1.5% | 26,109 | $616K |
| Cornerstone Planning Group LLC | 0.14% | Add +1.7% | 25,671 | $597K |
| Allworth Financial LP | 0.00% | Reduce -38.9% | 24,686 | $575K |
| Nwam LLC | 0.05% | New | 23,974 | $566K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +4.5% | 23,390 | $552K |
| US Bancorp \de | 0.00% | Add +101.6% | 20,524 | $485K |
| MML Investors Services, LLC | 0.00% | Add +17.4% | 20,272 | $479K |
| Camelot Portfolios, LLC | 0.25% | Add +67.3% | 17,369 | $410K |
| Wealthstar Advisors, LLC | 0.19% | Add +13.3% | 17,214 | $406K |
| Tounjian Advisory Partners, LLC | 0.07% | — | 16,652 | $393K |
| International Assets Investment Management, LLC | 0.03% | Add +43.9% | 14,100 | $333K |
| Independent Financial Group, LLC | 0.01% | Add +21.7% | 13,659 | $322K |
| Fiduciary Group, LLC | 0.03% | New | 13,605 | $321K |
| Royal Bank of Canada | 0.00% | Reduce -93.2% | 12,869 | $304K |
| Prospera Financial Services Inc | 0.01% | Add +15.8% | 12,511 | $296K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.4% | 11,106 | $262K |
| Prosperity Wealth Management, Inc. | 0.12% | Reduce -1.8% | 10,969 | $259K |
| WMG Financial Advisors, LLC | 0.11% | No change | 10,800 | $255K |
| Citadel Advisors | 0.00% | Reduce -76.6% | 10,631 | $251K |
| Titleist Asset Management, LLC | 0.03% | New | 10,093 | $238K |
| Argent Trust Co | 0.01% | Reduce -3.8% | 10,031 | $237K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +2.1% | 9,848 | $233K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -11.8% | 9,356 | $221K |
| Arete Wealth Advisors, LLC | 0.02% | New | 9,201 | $217K |
| Anfield Capital Management, LLC | 0.04% | Add +39.1% | 4,862 | $115K |
| JPMorgan Chase & Co. | 0.00% | Add +87.3% | 4,000 | $94K |
| Principal Securities, Inc. | 0.00% | No change | 989 | $24K |
| Harbour Investments, Inc. | 0.00% | No change | 692 | $16K |
| Fifth Third Bancorp | 0.00% | New | 570 | $13K |
| Bank of America Corp. | 0.00% | No change | 512 | $12K |
| Decker Retirement Planning Inc. | 0.00% | No change | 300 | $7K |
| Virtus Advisers, LLC | 0.00% | New | 106 | $3K |
| Rossby Financial, LCC | 0.00% | New | 87 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +153.3% | 38 | $897 |
| Capital A Wealth Management, LLC | 0.00% | No change | 9 | $212 |
| Morgan Stanley | 0.00% | No change | 1 | $31 |
"% 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.