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Virtus Seix Senior Loan ETF (SEIX) Institutional Ownership

$23.63 0.00 (0.00%)
Closing price 08/8/2025 04:10 PM Eastern
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$23.64 +0.01 (+0.02%)
As of 08/8/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Seix Senior Loan ETF (NYSEARCA:SEIX)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$79.68M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$22.57M
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SEIX Institutional Buying and Selling by Quarter

Virtus Seix Senior Loan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Cetera Investment Advisers192,814$4.54M0.0%+24.7%1.463%
8/8/2025 Foundations Investment Advisors LLC208,712$4.92M0.1%-13.1%1.584%
8/8/2025 Ignite Planners LLC342,937$8.15M1.2%+7.3%2.603%
8/7/2025 Allworth Financial LP15,515$366K0.0%-37.2%0.118%
8/7/2025 Summit Asset Management LLC20,546$484K0.1%-21.3%0.156%
8/6/2025 Prospera Financial Services Inc13,314$314K0.0%+6.4%0.101%
8/6/2025 AE Wealth Management LLC331,889$7.82M0.1%+7.5%2.519%
8/4/2025 Atria Investments Inc181,644$4.28M0.1%+18.2%1.379%
8/1/2025 Envestnet Asset Management Inc.366,090$8.63M0.0%-5.4%2.779%
7/31/2025 Moloney Securities Asset Management LLC9,134$215K0.0%N/A0.069%
7/29/2025 International Assets Investment Management LLC13,200$311K0.0%-6.4%0.100%
7/29/2025 Stratos Wealth Advisors LLC78,260$1.84M0.1%+24.6%0.594%
7/25/2025 Atria Wealth Solutions Inc.9,336$220K0.0%-5.2%0.071%
7/24/2025 Wealthstar Advisors LLC18,733$441K0.2%+8.8%0.142%
7/23/2025 Ignite Planners LLC343,004$8.15M1.2%+7.3%2.602%
7/23/2025 Drake & Associates LLC759,105$17.89M4.4%+1.2%5.760%
7/22/2025 USAdvisors Wealth Management LLC123,349$2.91M1.1%+0.5%0.936%
7/21/2025 Ameritas Advisory Services LLC45,188$1.07M0.1%+33.8%0.343%
7/17/2025 Camelot Portfolios LLC16,179$381K0.2%-6.9%0.124%
7/16/2025 Perigon Wealth Management LLC42,550$1.00M0.0%N/A0.325%
7/15/2025 Sheets Smith Wealth Management57,610$1.36M0.2%-4.0%0.441%
7/14/2025 AdvisorNet Financial Inc138,904$3.27M0.2%+37.6%1.062%
7/11/2025 OxenFree Capital LLC39,748$936K0.6%+4.2%0.306%
7/7/2025 RDA Financial Network58,578$1.38M0.4%+0.8%0.451%
5/19/2025Jane Street Group LLC26,900$635K0.0%N/A0.201%
5/16/2025Arete Wealth Advisors LLC9,201$217K0.0%N/A0.069%
5/16/2025Integrated Wealth Concepts LLC49,389$1.17M0.0%+12.4%0.370%
5/15/2025Royal Bank of Canada12,869$304K0.0%-93.2%0.096%
5/15/2025Titleist Asset Management LLC10,093$238K0.0%N/A0.076%
5/14/2025Synovus Financial Corp55,765$1.32M0.0%+37.4%0.418%
5/14/2025Lionshead Wealth Management LLC29,311$692K0.7%N/A0.220%
5/14/2025Kestra Advisory Services LLC163,283$3.86M0.0%-0.5%1.223%
5/14/2025Flow Traders U.S. LLC69,857$1.65M0.1%+62.2%0.523%
5/13/2025Nations Financial Group Inc. IA ADV50,191$1.19M0.1%+10.4%0.376%
5/13/2025Anfield Capital Management LLC4,862$115K0.0%+39.1%0.036%
5/8/2025 US Bancorp DE20,524$485K0.0%+101.6%0.148%
5/7/2025 Foundations Investment Advisors LLC240,181$5.67M0.1%+2.5%1.730%
5/7/2025LPL Financial LLC73,750$1.74M0.0%+669.8%0.531%
5/6/2025 USAdvisors Wealth Management LLC122,742$2.90M1.0%-7.0%0.884%
5/6/2025 Cetera Investment Advisers154,608$3.65M0.0%+6.3%1.114%
Altucher: $900 to $108,000? Trump’s “Great Gain” Is Here (Ad)

James Altucher says two recent events could trigger a historic wealth shift—one driven by a radical Trump policy move, and the other tied to a proven financial pattern that previously minted over 80,000 new millionaires. He believes a small $900 investment could turn into a $108,000 windfall within 12 months—and this may be the last chance for everyday investors to catch it.

Click here to discover the two events and how to act before the window closes.
5/6/2025 AE Wealth Management LLC308,810$7.29M0.1%+9.1%2.225%
5/6/2025 Ignite Planners LLC319,573$7.46M1.5%+13.2%2.302%
5/5/2025 Kestra Private Wealth Services LLC99,280$2.34M0.0%+113.2%0.715%
5/5/2025 Nwam LLC23,974$566K0.0%N/A0.173%
5/2/2025 James Investment Research Inc.29,053$686K0.1%+4.6%0.209%
5/1/2025Diversify Wealth Management LLC33,454$781K0.1%-26.5%0.241%
4/30/2025 Allworth Financial LP24,686$575K0.0%-38.9%0.178%
4/30/2025Cornerstone Planning Group LLC25,671$597K0.1%+1.7%0.185%
4/30/2025 Stratos Wealth Advisors LLC62,787$1.48M0.1%+4.4%0.452%
4/29/2025 Envestnet Asset Management Inc.387,091$9.14M0.0%+455.8%2.789%
4/29/2025 Drake & Associates LLC750,349$17.72M5.0%+1.3%5.406%
4/28/2025Fiduciary Group LLC13,605$321K0.0%N/A0.098%
4/25/2025 Ameritas Advisory Services LLC33,761$808K0.0%+2.7%0.243%
4/25/2025 Wealthstar Advisors LLC17,214$406K0.2%+13.3%0.124%
4/24/2025 Elevated Capital Advisors LLC9,356$221K0.1%-11.8%0.067%
4/23/2025 International Assets Investment Management LLC14,100$333K0.0%+43.9%0.102%
4/23/2025 Sheets Smith Wealth Management60,028$1.42M0.2%+2.8%0.432%
4/22/2025 Illumine Investment Management LLC154,079$3.64M3.0%+9.2%1.110%
4/22/2025 Cambridge Investment Research Advisors Inc.211,504$4.99M0.0%+67.4%1.524%
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%
2/17/2025 Cetera 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%
2/13/2025 Envestnet 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%
2/10/2025 Commonwealth Equity Services LLC147,644$3.53M0.0%+685.8%2.734%
2/6/2025 Atria Investments Inc195,795$4.69M0.1%+358.6%3.626%
2/5/2025 US Bancorp DE10,180$244K0.0%N/A0.189%
2/5/2025 Illumine Investment Management LLC141,075$3.38M2.8%N/A2.613%
2/4/2025 Summit Asset Management LLC26,495$634K0.1%+54.8%0.491%
1/30/2025 James Investment Research Inc.27,774$665K0.1%+6.7%0.514%
1/30/2025 Allworth 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%
1/28/2025 Wealthstar Advisors LLC15,189$363K0.2%N/A0.281%
1/28/2025 Kestra Private Wealth Services LLC46,571$1.11M0.0%N/A0.862%
1/27/2025 Silver Oak Securities Incorporated73,999$1.77M0.2%N/A1.370%
1/27/2025 Stratos Wealth Advisors LLC60,159$1.44M0.1%+5.8%1.114%
1/23/2025 USAdvisors Wealth Management LLC132,013$3.16M1.0%N/A2.445%
1/23/2025 OxenFree Capital LLC38,545$922K0.7%+1.8%0.714%
1/22/2025 Foundations 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%
1/15/2025 Ameritas 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%
Altucher: $900 to $108,000? Trump’s “Great Gain” Is Here (Ad)

James Altucher says two recent events could trigger a historic wealth shift—one driven by a radical Trump policy move, and the other tied to a proven financial pattern that previously minted over 80,000 new millionaires. He believes a small $900 investment could turn into a $108,000 windfall within 12 months—and this may be the last chance for everyday investors to catch it.

Click here to discover the two events and how to act before the window closes.
1/14/2025 Ignite Planners LLC282,194$6.76M1.5%+2.3%5.226%
1/13/2025 Elevated Capital Advisors LLC10,608$254K0.1%N/A0.196%
1/8/2025 International 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%
11/9/2024Trustmark National Bank Trust Department14,897$355K0.0%-9.1%0.276%
(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, 66 institutional investors and hedge funds held shares of Virtus Seix Senior Loan ETF. The most heavily invested institutionals were Drake & Associates LLC ($17.89M), Virtus Fund Advisers LLC ($12.66M), Envestnet Asset Management Inc. ($8.63M), Ignite Planners LLC ($8.15M), AE Wealth Management LLC ($7.82M), Cambridge Investment Research Advisors Inc. ($4.99M), and Foundations Investment Advisors LLC ($4.92M).Learn more on Virtus Seix Senior Loan ETF's institutional investors.

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

Of the 57 institutional investors that purchased Virtus Seix Senior Loan ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($421.99K), Ignite Planners LLC ($366.37K), Envestnet Asset Management Inc. ($346.05K), Virtus Fund Advisers LLC ($318.47K), Foundations Investment Advisors LLC ($240.18K), Cetera Investment Advisers ($188.81K), and Atria Investments Inc ($183.70K).

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

Institutional investors have bought a total of 3,349,461 shares in the last 24 months. This purchase volume represents approximately $79.68M in transactions.

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

Of the 19 institutional investors that sold Virtus Seix Senior Loan ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($408.79K), Allworth Financial LP ($188.25K), Royal Bank of Canada ($176.84K), AE Wealth Management LLC ($55.89K), Foundations Investment Advisors LLC ($31.47K), Envestnet Asset Management Inc. ($21.00K), 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 948,242 shares in the last 24 months. This volume of shares sold represents approximately $22.57M in transactions.



This page (NYSEARCA:SEIX) was last updated on 8/10/2025 by MarketBeat.com Staff
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