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Disclosery

JOET VIRTUS ETF TR II

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VIRTUS US QLTY (fund)

37 managers (37 13F filers) reported a position in JOET shares at 2025-03-31, 1,838,279 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
6
Added
19
Reduced
5
Sold out
4
Shares held by filers
1,838,279

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY318,312$11.6M<0.01%+141,67513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN302,457$11.1M<0.01%+38,44413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/208,316$7.62M<0.01%+124,82413F-HRTimelineGroup
LPL Financial LLC135,436$4.95M<0.01%-2,28713F-HRTimeline
NewEdge Advisors, LLC123,478$4.52M0.03%+67,15813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC116,051$4.24M<0.01%+84,22613F-HRTimelineGroup
Main Street Financial Solutions, LLC90,011$3.29M0.29%+25,54513F-HRTimeline
Total Clarity Wealth Management, Inc.64,408$2.43M0.79%013F-HRTimeline
Empirical Asset Management, LLC62,778$2.3M0.78%+1,29713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,313$2.17M<0.01%-24,45713F-HRTimelineGroup
Apeiron RIA LLC47,637$1.74M0.53%+13,76213F-HRTimeline
Institute for Wealth Management, LLC.40,372$1.48M0.19%013F-HRTimeline
Palumbo Wealth Management LLC36,306$1.33M0.44%-2,53813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,179$1.18M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,912$1.17M<0.01%+17,65313F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC24,995$914K0.01%+7,00313F-HRTimeline
Orion Portfolio Solutions, LLC24,995$914K0.01%+7,00313F-HR/ATimeline
DKM Wealth Management, Inc.15,742$576K0.56%+1,42313F-HRTimeline
Grassi Investment Management15,000$549K0.05%-7013F-HRTimeline
Armstrong, Fleming & Moore, Inc12,856$470K0.57%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.11,965$438K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…11,295$413K<0.01%+5,18913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,000$329K0.01%+1,73213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,150$298K<0.01%-30,79213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,522$275K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers6,603$241K<0.01%+38113F-HRTimeline
COMERICA BANK6,446$236K<0.01%+3,00613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,055$221K<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC4,520$165K<0.01%+3,90813F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,798$102K0.04%+8013F-HRTimeline
UBS Group AGin group UBS Group AG554$20.3K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV496$18.1K<0.01%+613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…128$4.68K<0.01%new13F-HRTimelineGroup
GROUP ONE TRADING LLC100$3.66K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…85$3.11K<0.01%new13F-HR/ATimelineGroup
Davidson Capital Management Inc.8$293<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.