Virtus Seix Senior Loan ETFSEIXETF
13F holders, Q2 2025 (June 30)72holders +2
8new positions
10sold out
1famous investor
$23.57avg. 13F price*
At the end of Q2 2025, 72 institutions reported holding Virtus Seix Senior Loan ETF (SEIX) in their 13F filings, up 2 from Q1 2025. 8 opened new positions and 10 sold out. The largest holders were Virtus Fixed Income Advisers, LLC ($26.9M), Drake & Associates, LLC ($17.9M) and Envestnet Asset Management Inc. ($8.6M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.1M |
| Exits | 10 | $24.1M |
All 13F filers, Q1 2025 → Q2 2025: 527,338 shares bought and 1,311,526 shares sold, net −784,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Virtus Fixed Income Advisers, LLC | 27.10% | — | 1,139,807 | $26.9M |
| Drake & Associates, LLC | 4.38% | Add +1.2% | 759,105 | $17.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.4% | 366,090 | $8.6M |
| Ignite Planners, LLC | 1.42% | Add +7.3% | 342,937 | $8.1M |
| AE Wealth Management LLC | 0.06% | Add +7.5% | 331,889 | $7.8M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -13.1% | 208,712 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +24.7% | 192,814 | $4.5M |
| Atria Investments, Inc | 0.05% | Add +18.2% | 181,644 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +10.1% | 179,780 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -17.7% | 174,147 | $4.1M |
| Centaurus Financial, Inc. | 0.22% | Reduce -1.0% | 156,629 | $3.7M |
| Illumine Investment Management, LLC | 2.88% | Reduce -0.3% | 153,581 | $3.6M |
| AdvisorNet Financial, Inc | 0.21% | Add +37.6% | 138,904 | $3.3M |
| Jane Street Group, LLC | 0.01% | New | 130,374 | $3.1M |
| USAdvisors Wealth Management, LLC | 1.08% | Add +0.5% | 123,349 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -7.7% | 91,607 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +24.6% | 78,260 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -17.6% | 60,744 | $1.4M |
| RDA Financial Network | 0.37% | Add +0.8% | 58,578 | $1.4M |
| Sheets Smith Wealth Management | 0.16% | Reduce -4.0% | 57,610 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.8% | 54,241 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +312.7% | 53,108 | $1.3M |
| Trustmark Bank Trust Department | 0.08% | Add +66.8% | 50,736 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -4.5% | 47,930 | $1.1M |
| UMB Bank, n.a. | 0.02% | No change | 45,805 | $1.1M |
| Ameritas Advisory Services, LLC | 0.06% | Add +33.9% | 45,188 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -20.1% | 44,539 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -72.0% | 42,579 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | New | 42,550 | $1.0M |
| OxenFree Capital LLC | 0.58% | Add +4.2% | 39,748 | $936K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.0% | 32,576 | $768K |
| James Investment Research, Inc. | 0.08% | Add +1.0% | 29,339 | $691K |
| Lionshead Wealth Management, LLC | 0.59% | Reduce -6.8% | 27,332 | $644K |
| Cornerstone Planning Group LLC | 0.13% | Add +1.1% | 25,955 | $613K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.1% | 23,410 | $552K |
| Independent Financial Group, LLC | 0.01% | Add +62.6% | 22,215 | $523K |
| MML Investors Services, LLC | 0.00% | Add +3.0% | 20,872 | $492K |
| Summit Asset Management, LLC | 0.08% | Reduce -21.3% | 20,546 | $484K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -41.0% | 19,748 | $467K |
| Fiduciary Group, LLC | 0.04% | Add +39.2% | 18,940 | $446K |
| US Bancorp \de | 0.00% | Reduce -8.1% | 18,855 | $444K |
| Wealthstar Advisors, LLC | 0.17% | Add +8.8% | 18,733 | $441K |
| JPMorgan Chase & Co. | 0.00% | Add +337.5% | 17,500 | $412K |
| Tounjian Advisory Partners, LLC | 0.08% | Reduce -0.4% | 16,580 | $391K |
| Thrivent Financial for Lutherans | 0.00% | New | 16,568 | $390K |
| Camelot Portfolios, LLC | 0.23% | Reduce -6.8% | 16,179 | $381K |
| Allworth Financial LP | 0.00% | Reduce -37.1% | 15,515 | $366K |
| Prospera Financial Services Inc | 0.01% | Add +6.4% | 13,314 | $314K |
| International Assets Investment Management, LLC | 0.03% | Reduce -6.4% | 13,200 | $311K |
| Argent Trust Co | 0.01% | Add +31.4% | 13,185 | $311K |
| Citadel Advisors | 0.00% | Add +7.9% | 11,472 | $270K |
| Tactive Advisors, LLC | 0.09% | — | 11,321 | $267K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.9% | 11,320 | $267K |
| Titleist Asset Management, LLC | 0.03% | Add +5.7% | 10,672 | $251K |
| Mariner, LLC | 0.00% | New | 10,000 | $236K |
| Elevated Capital Advisors, LLC | 0.06% | No change | 9,356 | $221K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.2% | 9,336 | $220K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 9,134 | $215K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 6,758 | $159K |
| Principal Securities, Inc. | 0.00% | Add +463.6% | 5,574 | $131K |
| Anfield Capital Management, LLC | 0.04% | Add +2.3% | 4,976 | $117K |
| Harbour Investments, Inc. | 0.00% | No change | 692 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 620 | $15K |
| Decker Retirement Planning Inc. | 0.00% | No change | 300 | $7K |
| Global Retirement Partners, LLC | 0.00% | — | 197 | $5K |
| Capital A Wealth Management, LLC | 0.03% | Add +1277.8% | 124 | $3K |
| Virtus Advisers, LLC | 0.00% | Add +0.9% | 107 | $3K |
| Rossby Financial, LCC | 0.00% | No change | 87 | $2K |
| Morgan Stanley | 0.00% | Add +2000.0% | 21 | $495 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -79.0% | 8 | $188 |
| FMR LLC | 0.00% | New | 1 | $24 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $23 |
"% 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.