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Virtus Seix Senior Loan ETF (SEIX) Institutional Ownership

$23.88 +0.01 (+0.04%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for Virtus Seix Senior Loan ETF (NYSEARCA:SEIX)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$28.76M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$5.03M
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SEIX Institutional Buying and Selling by Quarter

Virtus Seix Senior Loan ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Synovus Financial Corp35,158$837K0.0%N/A0.651%
11/25/2024 Sanctuary Advisors LLC59,146$1.42M0.0%-2.0%1.095%
11/15/2024 MML Investors Services LLC56,168$1.34M0.0%-26.4%1.040%
11/15/2024 Integrated Wealth Concepts LLC29,951$713K0.0%+5.4%0.555%
11/14/2024 Flow Traders U.S. LLC71,805$1.71M0.1%+130.5%1.330%
11/9/2024 Trustmark National Bank Trust Department14,897$355K0.0%-9.1%0.276%
11/6/2024 Cornerstone Planning Group LLC25,030$599K0.1%+1.7%0.464%
11/5/2024 Nations Financial Group Inc. IA ADV30,264$720K0.1%+12.0%0.560%
11/1/2024 Sheets Smith Wealth Management58,519$1.39M0.2%-2.6%1.084%
11/1/2024 Atria Investments Inc42,692$1.02M0.0%+6.6%0.791%
11/1/2024 Rovin Capital UT ADV72,087$1.72M0.6%+22.9%1.335%
10/29/2024 James Investment Research Inc.26,033$620K0.1%-17.2%0.482%
10/25/2024 Diversify Wealth Management LLC45,721$1.09M0.1%-2.9%0.847%
10/23/2024 Allworth Financial LP98,940$2.36M0.0%-51.4%1.832%
10/22/2024 International Assets Investment Management LLC417,690$9.94M0.0%+3,268.5%7.735%
10/21/2024 Foundations Investment Advisors LLC186,378$4.44M0.1%+14.4%3.451%
10/18/2024Stratos Wealth Advisors LLC56,866$1.35M0.1%+87.9%1.053%
10/10/2024 OxenFree Capital LLC37,860$901K0.7%+8.4%0.701%
10/8/2024 Ignite Planners LLC275,934$6.57M1.5%+6.1%5.110%
9/5/2024 Sanctuary Advisors LLC60,324$1.44M0.0%N/A1.117%
8/22/2024 Cetera Investment Advisers110,699$2.64M0.0%+6.9%2.050%
8/13/2024 AE Wealth Management LLC214,393$5.11M0.1%-20.7%3.970%
8/2/2024 Foundations Investment Advisors LLC162,885$3.88M0.1%N/A3.016%
7/31/2024 Anfield Capital Management LLC2,620$62K0.0%N/A0.049%
7/30/2024 International Assets Investment Management LLC12,400$295K0.0%N/A0.230%
7/29/2024 Nations Financial Group Inc. IA ADV27,022$644K0.1%+34.0%0.500%
7/18/2024 Rovin Capital UT ADV58,670$1.40M0.6%+16.7%1.086%
7/18/2024 OxenFree Capital LLC34,915$832K0.7%+7.3%0.647%
7/12/2024 Ignite Planners LLC259,988$6.20M1.5%+19.0%4.815%
7/12/2024 Diversify Advisory Services LLC11,410$272K0.0%+17.6%0.211%
5/24/2024 Cetera Investment Advisers103,535$2.48M0.0%N/A1.917%
5/15/2024 Transcendent Capital Group LLC4,200$101K0.1%N/A0.080%
5/8/2024 Sheets Smith Wealth Management57,667$1.38M0.2%+3.7%1.098%
5/8/2024 Cornerstone Planning Group LLC24,444$584K0.2%-1.7%0.466%
5/1/2024 Diversify Advisory Services LLC9,701$233K0.0%N/A0.185%
4/23/2024 Nations Financial Group Inc. IA ADV20,171$483K0.0%+9.7%0.392%
4/23/2024 OxenFree Capital LLC32,534$780K0.7%+2.7%0.632%
4/22/2024 Rovin Capital UT ADV50,273$1.21M0.5%+169.9%0.976%
4/12/2024 Ignite Planners LLC218,479$5.25M1.5%+38.7%6.722%
3/12/2024 Rovin Capital UT ADV18,627$446K0.2%+86.8%0.573%
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2/14/2024 Vista Investment Management10,120$242K0.1%N/A0.311%
2/9/2024 Nations Financial Group Inc. IA ADV18,394$440K0.0%+6.0%0.566%
2/7/2024 Principal Securities Inc.2,880$69K0.0%N/A0.089%
2/6/2024 Sheets Smith Wealth Management55,587$1.33M0.2%-0.8%1.710%
2/6/2024 Summit Asset Management LLC17,184$411K0.1%+26.6%0.529%
1/29/2024 OxenFree Capital LLC31,672$758K0.8%N/A0.975%
1/24/2024Stratos Wealth Advisors LLC21,939$525K0.0%+64.4%0.675%
1/24/2024 Allworth Financial LP451,869$10.81M0.1%-3.9%13.904%
1/9/2024 Ignite Planners LLC157,532$3.77M1.1%+42.6%4.847%
11/8/2023 Cornerstone Planning Group LLC24,842$593K0.2%+42.5%0.764%
11/6/2023 Summit Asset Management LLC13,575$324K0.1%-16.9%0.418%
10/31/2023 Allworth Financial LP470,290$11.23M0.1%-0.2%14.470%
10/31/2023 James Investment Research Inc.15,492$370K0.0%+6.1%0.477%
10/30/2023FirstPurpose Wealth LLC34,650$827K0.4%+159.7%1.066%
10/25/2023 Rovin Capital UT ADV9,972$238K0.1%-77.0%0.307%
10/24/2023Stratos Wealth Advisors LLC13,345$319K0.0%+38.0%0.411%
10/23/2023 Sheets Smith Wealth Management56,039$1.34M0.2%+6.1%1.724%
10/23/2023Commonwealth Equity Services LLC21,044$503K0.0%+126.9%0.648%
10/20/2023 Security National Bank33,634$803K0.2%-50.2%1.035%
10/16/2023RFG Advisory LLC20,244$483K0.0%-44.0%0.623%
10/11/2023 AE Wealth Management LLC158,395$3.78M0.0%+18.0%4.874%
10/11/2023 Ignite Planners LLC110,502$2.63M0.8%N/A3.400%
8/10/2023Cetera Advisor Networks LLC91,575$2.16M0.0%N/A2.818%
8/9/2023 Flow Traders U.S. LLC15,661$369K0.0%N/A0.482%
8/9/2023 Sheets Smith Wealth Management52,834$1.25M0.2%+3.9%1.626%
8/9/2023 Rovin Capital UT ADV43,430$1.02M0.5%+8.2%1.336%
8/3/2023RFG Advisory LLC36,128$852K0.0%-12.4%1.112%
7/24/2023Dfpg Investments LLC35,171$839K0.1%+188.3%1.092%
7/21/2023FirstPurpose Wealth LLC13,344$315K0.1%N/A0.414%
7/18/2023 Allworth Financial LP471,169$11.11M0.1%N/A14.633%
7/18/2023Stratos Wealth Advisors LLC9,671$228K0.0%+8.2%0.300%
7/18/2023 Security National Bank67,600$1.59M0.4%-56.8%2.099%
7/13/2023 Cambridge Investment Research Advisors Inc.17,311$408K0.0%-4.8%0.538%
7/10/2023 AE Wealth Management LLC134,203$3.16M0.0%+6.4%4.168%
5/15/2023 Sheets Smith Wealth Management24$1.20M0.2%-100.0%0.001%
5/12/2023 Summit Asset Management LLC19,567$461K0.1%-16.2%0.617%
5/10/2023 Atria Investments Inc69,028$1.63M0.0%N/A2.178%
5/10/2023 WealthPLAN Partners LLC1,989$47K0.0%N/A0.063%
4/27/2023Stratos Wealth Advisors LLC8,940$211K0.0%N/A0.282%
4/26/2023 James Investment Research Inc.15,965$376K0.0%+6.2%0.504%
4/17/2023 Security National Bank156,459$3.69M1.0%-63.4%4.936%
4/14/2023 AE Wealth Management LLC126,154$2.97M0.0%-58.3%3.788%
4/11/2023Dfpg Investments LLC12,198$288K0.0%N/A0.366%
4/5/2023 Rovin Capital UT ADV40,122$946K0.5%-18.7%1.205%
3/6/2023 OLD Mission Capital LLC4,879$113K0.0%N/A0.147%
2/13/2023 Summit Asset Management LLC23,336$542K0.2%N/A0.701%
2/8/2023 Cambridge Investment Research Advisors Inc.18,163$422K0.0%+11.6%0.545%
2/7/2023 Envestnet Asset Management Inc.48,496$1.13M0.0%-17.9%1.456%
2/1/2023 Security National Bank427,038$9.92M2.7%+29.1%12.824%
1/31/2023 AE Wealth Management LLC302,424$7.03M0.1%+0.9%9.082%
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1/31/2023 Echo Wealth Management LLC8,553$202K0.2%N/A0.257%
1/30/2023 James Investment Research Inc.15,035$349K0.0%-28.9%0.452%
11/10/2022RFG Advisory LLC28,456$666K0.0%+4.2%0.784%
11/1/2022 Sheets Smith Wealth Management50,820$1.18M0.2%+6.1%1.400%
10/25/2022Hightower 6M Holding LLC257,666$5.96M0.5%-3.1%7.098%
10/25/2022 AE Wealth Management LLC299,804$6.93M0.1%N/A8.259%
10/18/2022 Security National Bank330,782$7.65M2.1%+21.8%8.438%
10/17/2022 Cambridge Investment Research Advisors Inc.16,272$376K0.0%+3.2%0.415%
8/13/2022RFG Advisory LLC27,304$646K0.0%+24.5%0.867%
8/13/2022 Flow Traders U.S. LLC24,928$576K0.0%-82.5%0.791%
(Data available from 1/1/2016 forward)

SEIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIX shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Virtus Seix Senior Loan ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($9.94M), Ignite Planners LLC ($6.57M), AE Wealth Management LLC ($5.11M), Foundations Investment Advisors LLC ($4.44M), Cetera Investment Advisers ($2.64M), Allworth Financial LP ($2.36M), and Cetera Advisor Networks LLC ($2.16M).Learn more on SEIX's institutional investors.

Which institutional investors have been buying Virtus Seix Senior Loan ETF stock?

Of the 33 institutional investors that purchased Virtus Seix Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($471.17K), International Assets Investment Management LLC ($417.69K), Ignite Planners LLC ($275.93K), Foundations Investment Advisors LLC ($186.38K), Cetera Investment Advisers ($110.70K), Security National Bank ($96.26K), and Cetera Advisor Networks LLC ($91.58K).

How much institutional buying is happening at Virtus Seix Senior Loan ETF?

Institutional investors have bought a total of 2,248,329 shares in the last 24 months. This purchase volume represents approximately $53.34M in transactions.

Which Virtus Seix Senior Loan ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Virtus Seix Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Security National Bank ($393.40K), AE Wealth Management LLC ($232.16K), Allworth Financial LP ($124.12K), Sheets Smith Wealth Management ($52.47K), Rovin Capital UT ADV ($42.68K), RFG Advisory LLC ($20.99K), and MML Investors Services LLC ($20.10K).

How much institutional selling is happening at Virtus Seix Senior Loan ETF?

Institutional investors have sold a total of 919,859 shares in the last 24 months. This volume of shares sold represents approximately $21.76M in transactions.


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This page (NYSEARCA:SEIX) was last updated on 12/22/2024 by MarketBeat.com Staff
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