Virtus Seix Senior Loan ETFSEIXETF
13F holders, Q4 2025 (December 31)77holders +3
10new positions
10sold out
$23.34avg. 13F price*
At the end of Q4 2025, 77 institutions reported holding Virtus Seix Senior Loan ETF (SEIX) in their 13F filings, up 3 from Q3 2025. 10 opened new positions and 10 sold out. The largest holders were Virtus Fixed Income Advisers, LLC ($17.9M), Destiny Wealth Partners, LLC ($16.9M) and AE Wealth Management LLC ($10.1M).
- Company
- Virtus Seix Senior Loan ETF
- CUSIP
- 92790A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.8M |
| Exits | 10 | $8.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,136,108 shares bought and 1,119,843 shares sold, net +16,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Virtus Fixed Income Advisers, LLC | 15.07% | Reduce -14.3% | 765,616 | $17.9M |
| Destiny Wealth Partners, LLC | 1.94% | Add +3525.5% | 726,374 | $16.9M |
| AE Wealth Management LLC | 0.06% | Add +15.5% | 432,940 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 413,703 | $9.7M |
| Ignite Planners, LLC | 1.21% | Add +2.2% | 340,601 | $7.9M |
| Foundations Investment Advisors, LLC | 0.08% | Add +13.4% | 249,224 | $5.8M |
| AdvisorNet Financial, Inc | 0.30% | Add +21.3% | 241,859 | $5.6M |
| Atria Investments, Inc | 0.06% | Add +9.7% | 222,318 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.7% | 166,724 | $3.9M |
| Centaurus Financial, Inc. | 0.18% | Add +3.7% | 166,597 | $3.9M |
| Illumine Investment Management, LLC | 2.77% | Add +1.6% | 162,603 | $3.8M |
| Cetera Investment Advisers | 0.00% | Reduce -22.9% | 151,179 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -5.9% | 75,879 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +91.6% | 64,888 | $1.5M |
| Sheets Smith Wealth Management | 0.15% | Add +1.1% | 59,092 | $1.4M |
| Cassady Wealth & Retirement Planning, LLC | 0.89% | — | 58,598 | $1.4M |
| Creative Planning | 0.00% | Reduce -1.7% | 58,277 | $1.4M |
| Trustmark Bank Trust Department | 0.08% | Reduce -0.5% | 55,063 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -25.6% | 48,984 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.9% | 48,050 | $1.1M |
| Resolute Capital, LLC | 0.47% | — | 47,975 | $1.1M |
| Westwood Wealth Management | 0.84% | New | 47,885 | $1.1M |
| Lionshead Wealth Management, LLC | 0.84% | Add +59.5% | 47,885 | $1.1M |
| Drake & Associates, LLC | 0.22% | Reduce -13.2% | 46,643 | $1.1M |
| UMB Bank, n.a. | 0.01% | No change | 45,805 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -11.9% | 43,180 | $1.0M |
| Summit Asset Management, LLC | 0.14% | Add +116.2% | 41,627 | $972K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 38,132 | $890K |
| Triad Wealth Partners, LLC | 0.08% | New | 36,969 | $863K |
| OxenFree Capital LLC | 0.45% | Reduce -0.9% | 36,799 | $859K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.7% | 32,737 | $764K |
| Royal Bank of Canada | 0.00% | Reduce -70.1% | 30,652 | $716K |
| James Investment Research, Inc. | 0.08% | Reduce -4.6% | 29,722 | $694K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.6% | 29,061 | $678K |
| Cornerstone Planning Group LLC | 0.10% | Add +31069.2% | 28,364 | $662K |
| Argent Trust Co | 0.02% | Add +75.3% | 28,044 | $655K |
| Jane Street Group, LLC | 0.00% | Reduce -71.9% | 23,285 | $544K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.8% | 21,836 | $510K |
| MML Investors Services, LLC | 0.00% | Add +5.7% | 21,096 | $492K |
| LPL Financial LLC | 0.00% | Reduce -45.2% | 19,594 | $457K |
| Wealthstar Advisors, LLC | 0.25% | Reduce -2.0% | 19,449 | $454K |
| Flow Traders U.S. LLC | 0.01% | Reduce -87.7% | 19,023 | $444K |
| Fiduciary Group, LLC | 0.04% | Reduce -2.2% | 18,515 | $432K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -64.4% | 18,514 | $432K |
| US Bancorp \de | 0.00% | Add +1.1% | 18,089 | $422K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -86.7% | 16,803 | $392K |
| Tounjian Advisory Partners, LLC | 0.13% | Add +1.9% | 16,686 | $390K |
| Prospera Financial Services Inc | 0.01% | Add +5.9% | 14,777 | $345K |
| Tactive Advisors, LLC | 0.10% | Reduce -11.2% | 14,716 | $344K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -54.3% | 14,155 | $330K |
| TrueMark Investments, LLC | 0.06% | New | 13,691 | $320K |
| International Assets Investment Management, LLC | 0.02% | Reduce -16.7% | 11,000 | $257K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 10,959 | $256K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -2.0% | 10,771 | $251K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -35.2% | 10,342 | $242K |
| RDA Financial Network | 0.05% | Reduce -84.3% | 9,442 | $220K |
| Allworth Financial LP | 0.00% | Reduce -22.9% | 8,182 | $191K |
| Elevated Capital Advisors, LLC | 0.04% | New | 7,710 | $180K |
| Anfield Capital Management, LLC | 0.05% | Add +37.5% | 7,133 | $167K |
| Scarborough Advisors, LLC | 0.02% | Add +160.1% | 5,382 | $126K |
| MAI Capital Management | 0.00% | New | 2,472 | $58K |
| UBS Group AG | 0.00% | Add +196.3% | 1,677 | $39K |
| Meramec Financial Planners, LLC | 0.01% | — | 1,406 | $33K |
| Wells Fargo & Company | 0.00% | Add +327.0% | 1,251 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 692 | $16K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 620 | $14K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -71.8% | 620 | $14K |
| Decker Retirement Planning Inc. | 0.00% | No change | 300 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 197 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 91 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 87 | $2K |
| Virtus Advisers, LLC | 0.00% | Add +41.9% | 44 | $1K |
| Kingdom Financial Group LLC. | 0.00% | New | 12 | $289 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 8 | $187 |
| Morgan Stanley | 0.00% | Reduce -95.5% | 1 | $34 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $23 |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 20 | $0 |
"% 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.