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Virtus Seix Senior Loan ETF (SEIX) Institutional Ownership

$23.92 -0.07 (-0.29%)
As of 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)
27
Total
Institutional Inflows
(last 12 months)
$31.36M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$14.79M
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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
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%
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%
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%
11/1/2024 Sheets Smith Wealth Management58,519$1.39M0.2%-2.6%1.084%
11/1/2024Atria Investments Inc42,692$1.02M0.0%+6.6%0.791%
11/1/2024 Rovin 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%
10/25/2024 Diversify Wealth Management LLC45,721$1.09M0.1%-2.9%0.847%
10/23/2024Allworth Financial LP98,940$2.36M0.0%-51.4%1.832%
10/22/2024 International 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%
10/8/2024 Ignite 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%
7/30/2024 International 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%
7/18/2024 Rovin Capital UT ADV58,670$1.40M0.6%+16.7%1.086%
7/18/2024OxenFree Capital LLC34,915$832K0.7%+7.3%0.647%
7/12/2024 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%
5/24/2024Cetera Investment Advisers103,535$2.48M0.0%N/A1.917%
5/15/2024Transcendent Capital Group LLC4,200$101K0.1%N/A0.080%
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5/8/2024 Sheets Smith Wealth Management57,667$1.38M0.2%+3.7%1.098%
5/8/2024Cornerstone Planning Group LLC24,444$584K0.2%-1.7%0.466%
5/1/2024 Diversify 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%
4/22/2024 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%
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%
2/6/2024 Sheets 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%
1/9/2024 Ignite 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%
10/25/2023 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%
10/20/2023Security National Bank33,634$803K0.2%-50.2%1.035%
10/16/2023RFG Advisory LLC20,244$483K0.0%-44.0%0.623%
10/11/2023AE Wealth Management LLC158,395$3.78M0.0%+18.0%4.874%
10/11/2023 Ignite Planners LLC110,502$2.63M0.8%N/A3.400%
8/10/2023Cetera Advisor Networks LLC91,575$2.16M0.0%N/A2.818%
8/9/2023Flow 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%
7/18/2023Allworth Financial LP471,169$11.11M0.1%N/A14.633%
7/18/2023Stratos Wealth Advisors LLC9,671$228K0.0%+8.2%0.300%
7/18/2023Security National Bank67,600$1.59M0.4%-56.8%2.099%
7/13/2023Cambridge Investment Research Advisors Inc.17,311$408K0.0%-4.8%0.538%
7/10/2023AE 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%
5/12/2023Summit Asset Management LLC19,567$461K0.1%-16.2%0.617%
5/10/2023Atria Investments Inc69,028$1.63M0.0%N/A2.178%
5/10/2023WealthPLAN Partners LLC1,989$47K0.0%N/A0.063%
4/27/2023Stratos Wealth Advisors LLC8,940$211K0.0%N/A0.282%
4/26/2023James Investment Research Inc.15,965$376K0.0%+6.2%0.504%
4/17/2023Security National Bank156,459$3.69M1.0%-63.4%4.936%
4/14/2023AE Wealth Management LLC126,154$2.97M0.0%-58.3%3.788%
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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%
3/6/2023OLD Mission Capital LLC4,879$113K0.0%N/A0.147%
2/13/2023Summit Asset Management LLC23,336$542K0.2%N/A0.701%
2/8/2023Cambridge Investment Research Advisors Inc.18,163$422K0.0%+11.6%0.545%
2/7/2023Envestnet Asset Management Inc.48,496$1.13M0.0%-17.9%1.456%
2/1/2023Security National Bank427,038$9.92M2.7%+29.1%12.824%
1/31/2023AE Wealth Management LLC302,424$7.03M0.1%+0.9%9.082%
1/31/2023Echo Wealth Management LLC8,553$202K0.2%N/A0.257%
1/30/2023James Investment Research Inc.15,035$349K0.0%-28.9%0.452%
(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, 44 institutional investors and hedge funds held shares of Virtus Seix Senior Loan ETF. The most heavily invested institutionals were Ignite Planners LLC ($6.76M), AE Wealth Management LLC ($5.11M), Foundations Investment Advisors LLC ($4.44M), Cetera Investment Advisers ($2.64M), Allworth Financial LP ($2.36M), Cetera Advisor Networks LLC ($2.16M), and Rovin Capital UT ADV ($1.72M).Learn more on SEIX's institutional investors.

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

Of the 39 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 ($282.19K), 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 2,403,922 shares in the last 24 months. This purchase volume represents approximately $57.06M 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), 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), 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 1,327,749 shares in the last 24 months. This volume of shares sold represents approximately $31.52M in transactions.


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This page (NYSEARCA:SEIX) was last updated on 1/21/2025 by MarketBeat.com Staff
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