Skip to content
Disclosery

JOET VIRTUS ETF TR II

Follow

VIRTUS US QLTY (fund)

53 managers (53 13F filers) reported a position in JOET shares at 2026-06-30, 2,709,199 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
53
13F filers
53
New
9
Added
14
Reduced
22
Sold out
8
Shares held by filers
2,709,199

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY639,031$29.6M<0.01%-42,63113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN450,595$20.9M<0.01%-7,31713F-HRTimelineGroup
LPL Financial LLC391,401$18.1M<0.01%-33,87013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/180,655$8.36M<0.01%+18,66313F-HRTimelineGroup
Cambridge Investment Research Advisors,…110,325$5.11M0.01%-5,27113F-HR/ATimeline
Main Street Financial Solutions, LLC110,118$5.1M0.33%-7,26113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,495$4.93M<0.01%-4,26513F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…96,521$4.47M2.08%+11,47013F-HRTimeline
NewEdge Advisors, LLC92,435$4.28M0.01%+1,87213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,443$2.57M<0.01%+34713F-HRTimelineGroup
Apeiron RIA LLC52,977$2.45M0.63%-5,13613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,480$1.97M<0.01%-7,66213F-HRTimelineGroup
Total Clarity Wealth Management, Inc.42,418$1.96M0.38%-3,28013F-HRTimeline
Wealth Management Partners, LLC40,009$1.85M0.44%-13,19213F-HRTimeline
Institute for Wealth Management, LLC.36,312$1.68M0.15%-45013F-HRTimeline
Bleakley Financial Group, LLC28,302$1.31M0.02%+56913F-HRTimeline
Palumbo Wealth Management LLC24,484$1.13M0.24%-3,49213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,418$991K<0.01%+10313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,101$884K0.01%-1013F-HRTimeline
Savvy Advisors, Inc.17,432$807K0.02%-2,57313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,002$787K<0.01%+16513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,844$687K<0.01%-9,73113F-HRTimelineGroup
Creative Planningin group Creative Planning13,116$607K<0.01%+1,34513F-HRTimelineGroup
O'ROURKE & COMPANY, Inc12,459$577K0.2%+46513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,250$567K0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC10,642$493K<0.01%+6,00013F-HRTimelineGroup
Empirical Asset Management, LLC9,650$447K0.1%-51913F-HRTimeline
Triumph Capital Management8,782$406K0.07%+4,14313F-HRTimeline
DKM Wealth Management, Inc.7,594$351K0.23%-17713F-HRTimeline
Arax Advisory Partners7,208$334K<0.01%new13F-HRTimeline
Cetera Investment Advisers6,823$316K<0.01%-2,92113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC6,556$303K<0.01%-3,29213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,848$271K<0.01%-713F-HRTimelineGroup
Clearview Wealth Management LLC4,331$200K0.13%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,492$162K<0.01%+2,93613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,946$136K0.04%+2813F-HRTimeline
Steward Partners Investment Advisory, L…1,403$64.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,031$47.3K<0.01%013F-HRTimeline
Hickory Point Bank & Trust1,000$46.3K0.03%013F-HRTimeline
IFG Advisory, LLC834$38.6K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC640$29.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG482$22.3K<0.01%-1,46213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV401$18.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$18.5K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management375$17.4K<0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC369$17K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO271$12.4K<0.01%+21713F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS180$8.33K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…111$5.16K<0.01%new13F-HRTimelineGroup
MCDONALD PARTNERS LLC99$4.58K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…95$4.4K<0.01%-413F-HRTimelineGroup
Davidson Capital Management Inc.8$371<0.01%013F-HRTimeline
Farther Finance Advisors, LLC5$231<0.01%new13F-HRTimeline