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Virtus Terranova U.S. Quality Momentum ETF (JOET) Institutional Ownership

$38.81 -1.01 (-2.54%)
As of 02/21/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Virtus Terranova U.S. Quality Momentum ETF (NASDAQ:JOET)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$21.99M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.97M
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JOET Institutional Buying and Selling by Quarter

Virtus Terranova U.S. Quality Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cetera Investment Advisers6,222$235K0.0%N/A0.146%
2/17/2025 Bank of America Corp DE83,492$3.15M0.0%+779.0%1.965%
2/13/2025 NewEdge Advisors LLC56,320$2.13M0.0%-1.4%1.325%
2/13/2025 Main Street Financial Solutions LLC64,466$2.44M0.2%+32.6%1.517%
2/13/2025 Raymond James Financial Inc.31,825$1.20M0.0%N/A0.749%
2/13/2025 Wells Fargo & Company MN264,013$9.97M0.0%+33.8%6.212%
2/12/2025 DKM Wealth Management Inc.14,319$541K0.5%N/A0.337%
2/12/2025 Orion Portfolio Solutions LLC17,992$680K0.0%+16.9%0.423%
2/11/2025 LPL Financial LLC137,723$5.20M0.0%+19.1%3.241%
2/6/2025 Raymond James Financial Inc.31,825$1.20M0.0%N/A0.767%
1/31/2025 Atria Wealth Solutions Inc.5,336$202K0.0%N/A0.129%
1/30/2025 Palumbo Wealth Management LLC38,844$1.47M0.5%-1.1%0.914%
1/24/2025 Total Clarity Wealth Management Inc.64,408$2.43M0.8%-39.2%1.515%
1/23/2025 Institute for Wealth Management LLC.40,372$1.53M0.2%-0.7%0.950%
1/17/2025 Apeiron RIA LLC33,875$1.28M0.4%N/A0.858%
1/15/2025 Empirical Asset Management LLC61,481$2.32M0.1%-4.9%1.556%
11/15/2024 Orion Portfolio Solutions LLC15,386$566K0.0%+14.3%0.446%
11/6/2024 Main Street Financial Solutions LLC48,627$1.79M0.2%+52.5%1.216%
11/5/2024 Harbour Investments Inc.12,136$446K0.0%-9.1%0.303%
10/31/2024 Financial Enhancement Group LLC149,141$5.49M1.0%N/A4.519%
10/28/2024 Palumbo Wealth Management LLC39,277$1.45M0.6%-1.0%1.190%
10/23/2024 Grassi Investment Management15,050$554K0.0%-2.6%0.449%
10/11/2024 Empirical Asset Management LLC64,636$2.38M0.3%+179.3%1.959%
8/16/2024 NewEdge Advisors LLC129,338$4.44M0.0%-3.3%3.919%
8/9/2024 Total Clarity Wealth Management Inc.97,946$3.36M1.2%+1.5%2.968%
8/8/2024 Main Street Financial Solutions LLC31,892$1.10M0.1%+7.6%0.966%
8/1/2024 Ritholtz Wealth Management7,000$240K0.0%N/A0.219%
5/17/2024 Comerica Bank2,000$69K0.0%N/A0.063%
5/2/2024 Mutual Advisors LLC89,289$3.07M0.1%+298.2%2.790%
4/11/2024 DHJJ Financial Advisors Ltd.2,625$90K0.0%+123.4%0.085%
2/9/2024 Milestone Investment Advisors LLC4,245$130K0.0%-94.4%0.157%
2/8/2024 Main Street Financial Solutions LLC12,150$373K0.0%N/A0.450%
1/24/2024 Total Clarity Wealth Management Inc.60,061$1.84M0.8%+0.6%2.224%
1/22/2024 Zimmermann Investment Management & Planning LLC15,549$477K0.2%-71.5%0.576%
1/22/2024 Palumbo Wealth Management LLC51,744$1.59M0.8%-15.3%1.916%
1/16/2024Raymond James & Associates27,043$830K0.0%-11.5%1.002%
1/12/2024 Mutual Advisors LLC22,425$688K0.0%-12.3%0.815%
11/14/2023 Mutual Advisors LLC25,568$713K0.0%-4.1%0.812%
11/8/2023 Milestone Investment Advisors LLC75,327$2.10M0.6%-2.8%2.391%
10/31/2023 Zimmermann Investment Management & Planning LLC54,624$1.52M0.7%-84.2%1.734%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

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10/25/2023 Total Clarity Wealth Management Inc.59,676$1.66M0.8%+6.1%1.865%
10/16/2023 Palumbo Wealth Management LLC61,093$1.70M0.9%+63.1%1.880%
10/10/2023 DHJJ Financial Advisors Ltd.1,152$32K0.0%N/A0.035%
8/2/2023 Milestone Investment Advisors LLC77,459$2.23M0.7%-1.8%2.278%
7/31/2023 LPL Financial LLC44,014$1.27M0.0%-32.4%1.295%
7/31/2023 Mutual Advisors LLC26,660$767K0.0%N/A0.784%
7/26/2023 Palumbo Wealth Management LLC37,462$1.08M0.7%-1.2%1.070%
7/26/2023 Institute for Wealth Management LLC.42,395$1.22M0.2%-1.2%1.211%
7/25/2023Raymond James & Associates30,859$888K0.0%-7.0%0.882%
7/18/2023Cutler Group LLC CA1,000$28K0.0%N/A0.028%
7/13/2023 Zimmermann Investment Management & Planning LLC345,267$9.93M4.6%+18.4%9.726%
7/11/2023 Grassi Investment Management15,187$437K0.0%-7.9%0.428%
5/17/2023 Financial Enhancement Group LLC149,141$4.00M0.8%-10.8%3.824%
5/11/2023 Cambridge Investment Research Advisors Inc.86,603$2.38M0.0%-2.9%2.221%
5/4/2023 Palumbo Wealth Management LLC37,911$1.04M0.7%+5.6%0.972%
5/4/2023 Total Clarity Wealth Management Inc.51,328$1.41M0.8%-1.5%1.316%
4/27/2023 DAVENPORT & Co LLC7,500$206K0.0%-21.1%0.190%
4/25/2023 Zimmermann Investment Management & Planning LLC291,660$8.02M4.2%+119.1%7.384%
4/24/2023Ahrens Investment Partners LLC188,978$5.20M2.6%-24.6%4.784%
4/20/2023 Institute for Wealth Management LLC.42,895$1.18M0.2%+39.1%1.086%
4/14/2023Raymond James & Associates33,192$913K0.0%N/A0.830%
4/11/2023 Grassi Investment Management16,487$454K0.1%-5.3%0.412%
3/15/2023 Milestone Investment Advisors LLC75,808$2.03M0.7%N/A1.895%
2/9/2023 Financial Enhancement Group LLC167,202$4.68M0.9%N/A4.180%
2/9/2023Ahrens Investment Partners LLC250,556$6.70M3.0%-1.7%6.264%
2/8/2023 Cambridge Investment Research Advisors Inc.89,169$2.38M0.0%N/A2.229%
2/7/2023 LPL Financial LLC48,156$1.29M0.0%+53.7%1.204%
2/3/2023 Total Clarity Wealth Management Inc.52,134$1.39M0.7%N/A1.303%
2/2/2023 Institute for Wealth Management LLC.30,832$824K0.2%N/A0.771%
1/20/2023 Zimmermann Investment Management & Planning LLC133,142$3.56M2.1%+477.6%3.414%
11/14/2022 Palumbo Wealth Management LLC23,483$577K0.5%+11.8%0.712%
11/8/2022Ahrens Investment Partners LLC254,890$6.26M3.3%+103.9%7.724%
11/3/2022 Mutual Advisors LLC22,634$556K0.0%N/A0.686%
11/1/2022 Zimmermann Investment Management & Planning LLC23,051$566K0.4%N/A0.688%
10/12/2022 Grassi Investment Management17,387$427K0.1%-40.5%0.535%
10/11/2022 DAVENPORT & Co LLC9,500$233K0.0%N/A0.292%
8/12/2022 Palumbo Wealth Management LLC21,007$527K0.4%+85.2%0.656%
8/8/2022 Oppenheimer & Co. Inc.9,487$238K0.0%-12.1%0.296%
8/2/2022Ahrens Investment Partners LLC125,029$3.14M1.4%+2,848.8%3.907%
7/29/2022 Total Clarity Wealth Management Inc.4,237$106K0.1%N/A0.132%
7/12/2022 Grassi Investment Management29,212$733K0.1%-9.6%0.913%
5/12/2022 Oppenheimer & Co. Inc.10,793$324K0.0%+19.5%0.300%
5/10/2022 Palumbo Wealth Management LLC11,341$341K0.2%N/A0.311%
5/9/2022 Scotia Capital Inc.110,452$3.32M0.0%N/A3.026%
5/9/2022 Mutual Advisors LLC122,804$3.69M0.2%+10.5%3.364%
5/4/2022 Commonwealth Equity Services LLC12,157$365K0.0%+81.3%0.329%
4/28/2022Ahrens Investment Partners LLC4,240$127K0.0%-97.3%0.115%
4/12/2022 Grassi Investment Management32,312$971K0.1%+3.4%0.850%
2/14/2022 IPG Investment Advisors LLC6,325$209K0.0%N/A0.149%
2/14/2022 Wolverine Trading LLC9,095$301K0.0%N/A0.214%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
2/14/2022 Mutual Advisors LLC111,169$3.67M0.2%-3.0%2.616%
2/8/2022Raymond James & Associates16,977$560K0.0%N/A0.404%
2/3/2022 Advisor Group Holdings Inc.18,364$606K0.0%+32.6%0.437%
2/3/2022 Total Clarity Wealth Management Inc.4,137$137K0.1%+407.6%0.099%
2/2/2022 Oppenheimer & Co. Inc.9,031$298K0.0%-9.4%0.215%
1/31/2022 Commonwealth Equity Services LLC6,707$221K0.0%N/A0.149%
1/27/2022 Janney Montgomery Scott LLC8,485$280K0.0%-4.5%0.193%
1/21/2022Ahrens Investment Partners LLC154,807$5.11M2.3%+15.0%3.518%
1/13/2022 Grassi Investment Management31,262$1.03M0.1%+24.5%0.711%
1/10/2022 Patriot Financial Group Insurance Agency LLC1,450$48K0.0%N/A0.033%
(Data available from 1/1/2016 forward)

JOET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JOET shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Virtus Terranova U.S. Quality Momentum ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.97M), Financial Enhancement Group LLC ($5.49M), LPL Financial LLC ($5.20M), Ahrens Investment Partners LLC ($5.20M), Bank of America Corp DE ($3.15M), Mutual Advisors LLC ($3.07M), and Main Street Financial Solutions LLC ($2.44M).Learn more on JOET's institutional investors.

Which institutional investors have been buying Virtus Terranova U.S. Quality Momentum ETF stock?

Of the 23 institutional investors that purchased Virtus Terranova U.S. Quality Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Zimmermann Investment Management & Planning LLC ($212.13K), Financial Enhancement Group LLC ($149.14K), Mutual Advisors LLC ($93.52K), Milestone Investment Advisors LLC ($75.81K), Bank of America Corp DE ($73.99K), Wells Fargo & Company MN ($66.65K), and Raymond James Financial Inc. ($63.65K).

How much institutional buying is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have bought a total of 998,466 shares in the last 24 months. This purchase volume represents approximately $40.87M in transactions.

Which Virtus Terranova U.S. Quality Momentum ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold Virtus Terranova U.S. Quality Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Zimmermann Investment Management & Planning LLC ($329.72K), Milestone Investment Advisors LLC ($74.66K), Ahrens Investment Partners LLC ($61.58K), Total Clarity Wealth Management Inc. ($42.35K), LPL Financial LLC ($21.09K), Financial Enhancement Group LLC ($18.06K), and Palumbo Wealth Management LLC ($10.62K).

How much institutional selling is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have sold a total of 585,643 shares in the last 24 months. This volume of shares sold represents approximately $19.54M in transactions.


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This page (NASDAQ:JOET) was last updated on 2/22/2025 by MarketBeat.com Staff
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