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Disclosery

JOET VIRTUS ETF TR II

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VIRTUS US QLTY (fund)

35 managers (35 13F filers) reported a position in JOET shares at 2024-12-31, 1,347,493 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
6
Added
12
Reduced
9
Sold out
4
Shares held by filers
1,347,493

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN264,013$9.97M<0.01%+66,65113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY176,637$6.67M<0.01%+42,16813F-HR/ATimelineGroup
LPL Financial LLC137,723$5.2M<0.01%+22,06713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,770$3.16M0.01%+7,84213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/83,492$3.15M<0.01%+73,99313F-HRTimelineGroup
Main Street Financial Solutions, LLC64,466$2.44M0.24%+15,83913F-HRTimeline
Total Clarity Wealth Management, Inc.64,408$2.43M0.79%-41,54813F-HRTimeline
Empirical Asset Management, LLC61,481$2.32M0.78%-3,15513F-HRTimeline
NewEdge Advisors, LLC56,320$2.13M0.01%-80113F-HRTimeline
Institute for Wealth Management, LLC.40,372$1.53M0.19%-26513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC40,937$1.51M0.12%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,942$1.47M<0.01%-3,89213F-HRTimelineGroup
Palumbo Wealth Management LLC38,844$1.47M0.55%-43313F-HRTimeline
Apeiron RIA LLC33,875$1.28M0.36%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,825$1.2M<0.01%13F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC17,992$680K0.01%+2,60613F-HRTimeline
Orion Portfolio Solutions, LLC17,992$680K0.01%+2,60613F-HRTimeline
Grassi Investment Management15,070$569K0.05%+2013F-HR/ATimeline
DKM Wealth Management, Inc.14,319$541K0.51%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,259$539K<0.01%-1813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,965$452K0.01%-17113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,268$275K0.01%+15313F-HRTimeline
Cetera Investment Advisers6,222$235K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,106$231K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,055$229K<0.01%013F-HRTimelineGroup
Atria Wealth Solutions, Inc.5,336$202K<0.01%new13F-HRTimeline
COMERICA BANK3,440$130K<0.01%013F-HR/ATimeline
DHJJ Financial Advisors, Ltd.2,718$103K0.04%+4813F-HRTimeline
FMR LLCin group FMR LLC612$23.1K<0.01%-7413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV490$18.5K<0.01%+413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…436$16.5K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC100$3.78K<0.01%new13F-HR/ATimeline
Davidson Capital Management Inc.8$303<0.01%013F-HRTimeline
AE Wealth Management LLC0$5<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.