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Disclosery

JOET VIRTUS ETF TR II

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VIRTUS US QLTY (fund)

42 managers (42 13F filers) reported a position in JOET shares at 2025-09-30, 2,585,140 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
42
13F filers
42
New
8
Added
17
Reduced
11
Sold out
5
Shares held by filers
2,585,140

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY612,217$26.3M<0.01%+229,66913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN481,603$20.7M<0.01%+129,48813F-HRTimelineGroup
LPL Financial LLC198,171$8.52M<0.01%+55,73013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/195,741$8.42M<0.01%+7,83613F-HR/ATimelineGroup
NewEdge Advisors, LLC157,770$6.79M0.03%+2,95813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC124,650$5.36M<0.01%+6,11313F-HRTimelineGroup
Main Street Financial Solutions, LLC100,517$4.32M0.28%+9,63313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.95,800$4.07M0.01%-10,25713F-HRTimelineGroup
Cambridge Investment Research Advisors,…79,711$3.43M0.01%+68,14813F-HRTimeline
MML INVESTORS SERVICES, LLC70,698$3.04M0.01%+35,25113F-HRTimeline
Apeiron RIA LLC60,712$2.57M0.58%+5,38413F-HRTimeline
Total Clarity Wealth Management, Inc.44,987$1.93M0.51%-44313F-HRTimeline
Institute for Wealth Management, LLC.37,089$1.6M0.17%-2,18313F-HRTimeline
Wealth Management Partners, LLC34,801$1.5M0.48%+6,83613F-HRTimeline
Palumbo Wealth Management LLC32,165$1.38M0.44%-3,06613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,088$1.38M<0.01%-23,27813F-HRTimelineGroup
Empirical Asset Management, LLC30,079$1.29M0.36%-33,41713F-HRTimeline
Orion Porfolio Solutions, LLC25,181$1.08M0.01%+13213F-HRTimeline
Bleakley Financial Group, LLC24,612$1.06M0.02%+2,10213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,761$979K<0.01%-13,88313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,581$842K<0.01%new13F-HRTimelineGroup
DKM Wealth Management, Inc.14,400$619K0.5%-49213F-HRTimeline
Creative Planningin group Creative Planning12,266$528K<0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT12,250$527K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,811$508K0.01%013F-HRTimeline
Cetera Investment Advisers10,109$435K<0.01%+3,39913F-HRTimeline
Triumph Capital Management7,635$328K0.09%+57313F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,422$319K<0.01%-20013F-HRTimelineGroup
O'ROURKE & COMPANY, Inc6,525$281K0.12%new13F-HRTimeline
COMERICA BANK5,855$252K<0.01%-17513F-HRTimeline
Moors & Cabot, Inc.5,850$252K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC4,489$193K<0.01%+813F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,862$123K0.04%+1313F-HRTimeline
Advisory Services Network, LLC745$32.1K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV496$21.3K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…420$18.1K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\400$17.2K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management375$16.1K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC138$5K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC100$4.3K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…50$2.15K<0.01%-3013F-HR/ATimelineGroup
Davidson Capital Management Inc.8$345<0.01%013F-HRTimeline