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Virtus Seix Senior Loan ETF (SEIX) Institutional Ownership

$23.27 +0.05 (+0.22%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Virtus Seix Senior Loan ETF (NYSEARCA:SEIX)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$63.64M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$15.78M
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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
4/14/2025 Tounjian Advisory Partners LLC16,652$393K0.1%N/A0.118%
4/14/2025 RDA Financial Network58,111$1.37M0.4%+2.5%0.413%
4/7/2025 AdvisorNet Financial Inc100,948$2.38M0.2%N/A0.717%
3/12/2025Centaurus Financial Inc.152,487$3.65M0.2%N/A1.079%
2/25/2025B. Riley Wealth Advisors Inc.22,375$535K0.0%N/A0.168%
2/17/2025Virtus Fund Advisers LLC528,855$12.66M39.4%+151.4%9.794%
2/17/2025Cetera Investment Advisers145,405$3.48M0.0%+26.8%2.693%
2/14/2025Integrated Wealth Concepts LLC43,929$1.05M0.0%+46.7%0.814%
2/13/2025Trustmark National Bank Trust Department22,847$547K0.0%+53.4%0.423%
2/13/2025Synovus Financial Corp40,577$971K0.0%+15.4%0.751%
2/13/2025Envestnet Asset Management Inc.69,646$1.67M0.0%+69.7%1.290%
2/12/2025JPMorgan Chase & Co.2,135$51K0.0%-47.1%0.040%
2/10/2025Commonwealth Equity Services LLC147,644$3.53M0.0%+685.8%2.734%
2/6/2025Atria Investments Inc195,795$4.69M0.1%+358.6%3.626%
2/5/2025US Bancorp DE10,180$244K0.0%N/A0.189%
2/5/2025Illumine Investment Management LLC141,075$3.38M2.8%N/A2.613%
2/4/2025Summit Asset Management LLC26,495$634K0.1%+54.8%0.491%
1/30/2025James Investment Research Inc.27,774$665K0.1%+6.7%0.514%
1/30/2025Allworth Financial LP40,392$967K0.0%-59.2%0.748%
1/30/2025Nations Financial Group Inc. IA ADV45,447$1.09M0.1%+50.2%0.842%
1/28/2025Wealthstar Advisors LLC15,189$363K0.2%N/A0.281%
1/28/2025Kestra Private Wealth Services LLC46,571$1.11M0.0%N/A0.862%
1/27/2025Silver Oak Securities Incorporated73,999$1.77M0.2%N/A1.370%
1/27/2025Stratos Wealth Advisors LLC60,159$1.44M0.1%+5.8%1.114%
1/23/2025USAdvisors Wealth Management LLC132,013$3.16M1.0%N/A2.445%
1/23/2025OxenFree Capital LLC38,545$922K0.7%+1.8%0.714%
1/22/2025Foundations Investment Advisors LLC234,312$5.61M0.1%+25.7%4.339%
1/16/2025 UMB Bank n.a.45,805$1.10M0.0%N/A0.848%
1/15/2025Ameritas Advisory Services LLC32,878$787K0.0%N/A0.609%
1/15/2025 Wealthcare Advisory Partners LLC10,950$262K0.0%+21.0%0.203%
1/15/2025 RDA Financial Network56,667$1.36M0.4%N/A1.049%
1/14/2025Ignite Planners LLC282,194$6.76M1.5%+2.3%5.226%
1/13/2025Elevated Capital Advisors LLC10,608$254K0.1%N/A0.196%
1/8/2025International Assets Investment Management LLC9,800$235K0.0%-97.7%0.181%
12/26/2024JPMorgan Chase & Co.4,036$96K0.0%+57.7%0.075%
11/25/2024Synovus Financial Corp35,158$837K0.0%N/A0.651%
11/25/2024Sanctuary Advisors LLC59,146$1.42M0.0%-2.0%1.095%
11/15/2024MML Investors Services LLC56,168$1.34M0.0%-26.4%1.040%
11/15/2024Integrated Wealth Concepts LLC29,951$713K0.0%+5.4%0.555%
11/14/2024Flow Traders U.S. LLC71,805$1.71M0.1%+130.5%1.330%
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11/9/2024Trustmark National Bank Trust Department14,897$355K0.0%-9.1%0.276%
11/6/2024Cornerstone Planning Group LLC25,030$599K0.1%+1.7%0.464%
11/5/2024Nations Financial Group Inc. IA ADV30,264$720K0.1%+12.0%0.560%
11/1/2024Sheets Smith Wealth Management58,519$1.39M0.2%-2.6%1.084%
11/1/2024Atria Investments Inc42,692$1.02M0.0%+6.6%0.791%
11/1/2024Rovin Capital UT ADV72,087$1.72M0.6%+22.9%1.335%
10/29/2024James Investment Research Inc.26,033$620K0.1%-17.2%0.482%
10/25/2024Diversify Wealth Management LLC45,721$1.09M0.1%-2.9%0.847%
10/23/2024Allworth Financial LP98,940$2.36M0.0%-51.4%1.832%
10/22/2024International Assets Investment Management LLC417,690$9.94M0.0%+3,268.5%7.735%
10/21/2024Foundations 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%
10/10/2024OxenFree Capital LLC37,860$901K0.7%+8.4%0.701%
10/8/2024Ignite Planners LLC275,934$6.57M1.5%+6.1%5.110%
9/5/2024Sanctuary Advisors LLC60,324$1.44M0.0%N/A1.117%
8/22/2024Cetera Investment Advisers110,699$2.64M0.0%+6.9%2.050%
8/13/2024AE Wealth Management LLC214,393$5.11M0.1%-20.7%3.970%
8/2/2024Foundations Investment Advisors LLC162,885$3.88M0.1%N/A3.016%
7/31/2024Anfield Capital Management LLC2,620$62K0.0%N/A0.049%
7/30/2024International Assets Investment Management LLC12,400$295K0.0%N/A0.230%
7/29/2024Nations Financial Group Inc. IA ADV27,022$644K0.1%+34.0%0.500%
7/18/2024Rovin Capital UT ADV58,670$1.40M0.6%+16.7%1.086%
7/18/2024OxenFree Capital LLC34,915$832K0.7%+7.3%0.647%
7/12/2024Ignite Planners LLC259,988$6.20M1.5%+19.0%4.815%
7/12/2024Diversify Advisory Services LLC11,410$272K0.0%+17.6%0.211%
5/24/2024Cetera Investment Advisers103,535$2.48M0.0%N/A1.917%
5/15/2024Transcendent Capital Group LLC4,200$101K0.1%N/A0.080%
5/8/2024Sheets Smith Wealth Management57,667$1.38M0.2%+3.7%1.098%
5/8/2024Cornerstone Planning Group LLC24,444$584K0.2%-1.7%0.466%
5/1/2024Diversify Advisory Services LLC9,701$233K0.0%N/A0.185%
4/23/2024Nations Financial Group Inc. IA ADV20,171$483K0.0%+9.7%0.392%
4/23/2024OxenFree Capital LLC32,534$780K0.7%+2.7%0.632%
4/22/2024Rovin Capital UT ADV50,273$1.21M0.5%+169.9%0.976%
4/12/2024Ignite Planners LLC218,479$5.25M1.5%+38.7%6.722%
3/12/2024Rovin Capital UT ADV18,627$446K0.2%+86.8%0.573%
2/14/2024Vista Investment Management10,120$242K0.1%N/A0.311%
2/9/2024Nations Financial Group Inc. IA ADV18,394$440K0.0%+6.0%0.566%
2/7/2024Principal Securities Inc.2,880$69K0.0%N/A0.089%
2/6/2024Sheets Smith Wealth Management55,587$1.33M0.2%-0.8%1.710%
2/6/2024Summit Asset Management LLC17,184$411K0.1%+26.6%0.529%
1/29/2024OxenFree Capital LLC31,672$758K0.8%N/A0.975%
1/24/2024Stratos Wealth Advisors LLC21,939$525K0.0%+64.4%0.675%
1/24/2024Allworth Financial LP451,869$10.81M0.1%-3.9%13.904%
1/9/2024Ignite Planners LLC157,532$3.77M1.1%+42.6%4.847%
11/8/2023Cornerstone Planning Group LLC24,842$593K0.2%+42.5%0.764%
11/6/2023Summit Asset Management LLC13,575$324K0.1%-16.9%0.418%
10/31/2023Allworth Financial LP470,290$11.23M0.1%-0.2%14.470%
10/31/2023James Investment Research Inc.15,492$370K0.0%+6.1%0.477%
10/30/2023FirstPurpose Wealth LLC34,650$827K0.4%+159.7%1.066%
10/25/2023Rovin Capital UT ADV9,972$238K0.1%-77.0%0.307%
Real Americans Don’t Wait on Wall Street’s Next Move (Ad)

What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart. Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs. And you don't have to stand by while Wall Street plays roulette with your future.

The Golden Path to Retirement gives you the whole story.
10/24/2023Stratos Wealth Advisors LLC13,345$319K0.0%+38.0%0.411%
10/23/2023Sheets Smith Wealth Management56,039$1.34M0.2%+6.1%1.724%
10/23/2023Commonwealth Equity Services LLC21,044$503K0.0%+126.9%0.648%
10/20/2023Security National Bank33,634$803K0.2%-50.2%1.035%
10/16/2023 RFG Advisory LLC20,244$483K0.0%-44.0%0.623%
10/11/2023AE Wealth Management LLC158,395$3.78M0.0%+18.0%4.874%
10/11/2023Ignite Planners LLC110,502$2.63M0.8%N/A3.400%
8/10/2023Cetera Advisor Networks LLC91,575$2.16M0.0%N/A2.818%
8/9/2023Flow Traders U.S. LLC15,661$369K0.0%N/A0.482%
8/9/2023Sheets Smith Wealth Management52,834$1.25M0.2%+3.9%1.626%
(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, 53 institutional investors and hedge funds held shares of Virtus Seix Senior Loan ETF. The most heavily invested institutionals were Virtus Fund Advisers LLC ($12.66M), Ignite Planners LLC ($6.76M), Foundations Investment Advisors LLC ($5.61M), AE Wealth Management LLC ($5.11M), Atria Investments Inc ($4.69M), Centaurus Financial Inc. ($3.65M), and Commonwealth Equity Services LLC ($3.53M).Learn more on SEIX's institutional investors.

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

Of the 48 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), Virtus Fund Advisers LLC ($318.47K), Ignite Planners LLC ($282.19K), Foundations Investment Advisors LLC ($234.31K), Atria Investments Inc ($224.77K), and Centaurus Financial Inc. ($152.49K).

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

Institutional investors have bought a total of 3,732,420 shares in the last 24 months. This purchase volume represents approximately $88.92M in transactions.

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

Of the 16 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: International Assets Investment Management LLC ($407.89K), Allworth Financial LP ($182.67K), Security National Bank ($122.83K), AE Wealth Management LLC ($55.89K), Sheets Smith Wealth Management ($52.47K), Rovin Capital UT ADV ($33.46K), and RFG Advisory LLC ($20.99K).

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

Institutional investors have sold a total of 915,454 shares in the last 24 months. This volume of shares sold represents approximately $21.83M in transactions.


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This page (NYSEARCA:SEIX) was last updated on 4/19/2025 by MarketBeat.com Staff
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