Virtus Seix Senior Loan ETFSEIXETF
13F holders, Q1 2026 (March 31)67holders −10
6new positions
14sold out
$23.07avg. 13F price*
At the end of Q1 2026, 67 institutions reported holding Virtus Seix Senior Loan ETF (SEIX) in their 13F filings, down 10 from Q4 2025. 6 opened new positions and 14 sold out. The largest holders were Destiny Wealth Partners, LLC ($17.0M), Envestnet Asset Management Inc. ($10.2M) and AE Wealth Management LLC ($9.0M).
- Company
- Virtus Seix Senior Loan ETF
- CUSIP
- 92790A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $671K |
| Exits | 14 | $14.0M |
All 13F filers, Q4 2025 → Q1 2026: 438,171 shares bought and 1,175,476 shares sold, net −737,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Destiny Wealth Partners, LLC | 1.86% | Add +1.6% | 738,372 | $17.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.0% | 442,880 | $10.2M |
| AE Wealth Management LLC | 0.05% | Reduce -9.4% | 392,056 | $9.0M |
| Virtus Fixed Income Advisers, LLC | 8.36% | Reduce -49.5% | 386,766 | $8.9M |
| Ignite Planners, LLC | 1.28% | Add +5.1% | 358,079 | $8.3M |
| AdvisorNet Financial, Inc | 0.30% | Add +3.8% | 251,060 | $5.8M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -12.8% | 217,217 | $5.0M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +196.4% | 192,342 | $4.4M |
| Illumine Investment Management, LLC | 2.94% | Add +2.0% | 165,937 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.6% | 162,339 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 153,359 | $3.5M |
| Triad Wealth Partners, LLC | 0.24% | Add +257.6% | 132,219 | $3.0M |
| Cassady Wealth & Retirement Planning, LLC | 1.24% | Add +75.3% | 102,698 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -10.7% | 67,735 | $1.6M |
| Sheets Smith Wealth Management | 0.15% | Reduce -1.2% | 58,365 | $1.3M |
| Creative Planning | 0.00% | Reduce -1.9% | 57,195 | $1.3M |
| Resolute Capital, LLC | 0.51% | Add +14.5% | 54,947 | $1.3M |
| UMB Bank, n.a. | 0.01% | No change | 45,805 | $1.1M |
| Lionshead Wealth Management, LLC | 0.77% | Reduce -5.7% | 45,155 | $1.0M |
| LPL Financial LLC | 0.00% | Add +126.2% | 44,311 | $1.0M |
| Drake & Associates, LLC | 0.19% | Reduce -8.3% | 42,783 | $987K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -4.0% | 41,460 | $956K |
| OxenFree Capital LLC | 0.46% | Add +10.4% | 40,642 | $941K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +5.4% | 40,207 | $927K |
| Summit Asset Management, LLC | 0.13% | Reduce -4.3% | 39,829 | $918K |
| Argent Trust Co | 0.03% | Add +27.4% | 35,733 | $824K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -29.4% | 34,598 | $798K |
| James Investment Research, Inc. | 0.09% | Add +15.3% | 34,259 | $790K |
| Jane Street Group, LLC | 0.00% | Add +41.2% | 32,887 | $758K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.8% | 26,574 | $613K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.0% | 21,609 | $498K |
| Fiduciary Group, LLC | 0.04% | Add +11.9% | 20,715 | $478K |
| MML Investors Services, LLC | 0.00% | Reduce -4.9% | 20,063 | $463K |
| Wealthstar Advisors, LLC | 0.27% | Add +0.1% | 19,465 | $449K |
| Kovack Advisors, Inc. | 0.02% | New | 18,348 | $443K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -61.5% | 18,500 | $427K |
| Tactive Advisors, LLC | 0.12% | Add +21.9% | 17,943 | $414K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -4.6% | 17,656 | $407K |
| Prospera Financial Services Inc | 0.01% | Add +12.3% | 16,592 | $383K |
| Flow Traders U.S. LLC | 0.01% | Reduce -16.7% | 15,840 | $365K |
| Tounjian Advisory Partners, LLC | 0.11% | Reduce -23.8% | 12,720 | $293K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +7.5% | 11,784 | $272K |
| Diversify Wealth Management, LLC | 0.00% | Add +7.0% | 11,070 | $257K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.9% | 10,872 | $251K |
| International Assets Investment Management, LLC | 0.02% | Reduce -9.1% | 10,000 | $231K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -65.5% | 9,796 | $228K |
| &partners | 0.00% | New | 9,202 | $212K |
| RDA Financial Network | 0.05% | Reduce -7.9% | 8,700 | $201K |
| Anfield Capital Management, LLC | 0.05% | Add +4.3% | 7,437 | $172K |
| Elevated Capital Advisors, LLC | 0.04% | Reduce -10.7% | 6,883 | $159K |
| Scarborough Advisors, LLC | 0.01% | Add +0.9% | 5,430 | $125K |
| Allworth Financial LP | 0.00% | Reduce -41.1% | 4,820 | $111K |
| US Bancorp \de | 0.00% | Reduce -78.9% | 3,814 | $88K |
| Wells Fargo & Company | 0.00% | Add +68.2% | 2,104 | $49K |
| Meramec Financial Planners, LLC | 0.01% | No change | 1,406 | $33K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.4% | 629 | $14K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 620 | $14K |
| Rockefeller Capital Management L.P. | 0.00% | New | 419 | $10K |
| Decker Retirement Planning Inc. | 0.00% | No change | 300 | $7K |
| IFP Advisors, Inc | 0.00% | New | 225 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +2225.0% | 186 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 87 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 66 | $2K |
| Virtus Advisers, LLC | 0.00% | No change | 44 | $1K |
| MAI Capital Management | 0.00% | Reduce -98.4% | 40 | $923 |
| Morgan Stanley | 0.00% | No change | 1 | $24 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 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.