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Disclosery

JOET VIRTUS ETF TR II

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VIRTUS US QLTY (fund)

53 managers (53 13F filers) reported a position in JOET shares at 2026-03-31, 2,889,926 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
53
13F filers
53
New
11
Added
16
Reduced
19
Sold out
8
Shares held by filers
2,889,926

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY681,662$27.3M<0.01%-35,04513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN457,912$18.3M<0.01%-45,13313F-HR/ATimelineGroup
LPL Financial LLC425,271$17M<0.01%+51,06313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/161,992$6.48M<0.01%+12,18413F-HRTimelineGroup
Main Street Financial Solutions, LLC117,379$4.7M0.34%+10,11513F-HRTimeline
Cambridge Investment Research Advisors,…115,596$4.63M0.01%+4,22813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC110,760$4.43M<0.01%-7,35613F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…85,051$3.65M1.89%+22,70313F-HRTimeline
NewEdge Advisors, LLC90,563$3.63M0.01%-3,98013F-HR/ATimeline
Apeiron RIA LLC58,113$2.33M0.54%-5,90413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,096$2.21M<0.01%-19313F-HRTimelineGroup
Wealth Management Partners, LLC53,201$2.13M0.61%+11,71013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,142$2.01M<0.01%+18,37413F-HRTimelineGroup
Total Clarity Wealth Management, Inc.45,698$1.83M0.43%-1,69913F-HRTimeline
Institute for Wealth Management, LLC.36,762$1.47M0.16%-8913F-HRTimeline
Palumbo Wealth Management LLC27,976$1.12M0.27%-1,43013F-HRTimeline
Bleakley Financial Group, LLC27,733$1.11M0.02%+1,86613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP25,300$1.01M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC24,693$988K0.01%-1,05913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,575$984K<0.01%+14,24413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,315$853K<0.01%-14,64213F-HRTimelineGroup
Savvy Advisors, Inc.20,005$801K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.19,111$765K0.01%+6,95313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,837$674K<0.01%+15,91713F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT12,250$490K0.01%013F-HRTimeline
O'ROURKE & COMPANY, Inc11,994$480K0.19%+1,99513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,837$474K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning11,771$471K<0.01%-29513F-HRTimelineGroup
FLOW TRADERS U.S. LLC11,011$441K0.01%new13F-HRTimeline
Empirical Asset Management, LLC10,169$407K0.11%-1,16913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding9,848$394K-2,609Timeline
Cetera Investment Advisers9,744$390K<0.01%-61113F-HRTimeline
MLP3, LLC9,172$367K0.4%013F-HRTimeline
DKM Wealth Management, Inc.7,771$311K0.22%-5,15113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,855$234K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,241$210K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC4,642$186K<0.01%-53113F-HRTimelineGroup
Triumph Capital Management4,639$186K0.04%-1,71513F-HRTimeline
DHJJ Financial Advisors, Ltd.2,918$117K0.04%+4413F-HRTimeline
UBS Group AGin group UBS Group AG1,944$77.8K<0.01%-74113F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,403$56.2K<0.01%+1,02913F-HRTimeline
Smartleaf Asset Management LLC1,031$40.2K<0.01%new13F-HRTimeline
Hickory Point Bank & Trust1,000$40K0.03%new13F-HRTimeline
Advisory Services Network, LLC750$30K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…556$22.3K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV401$16.1K<0.01%-9813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$16K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management375$15K<0.01%013F-HRTimelineGroup
Innovative Asset Advisors Group, LLC200$8.01K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…100$4K<0.01%new13F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…99$3.96K<0.01%+2513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54$2.1K<0.01%new13F-HR/ATimelineGroup
Davidson Capital Management Inc.8$321<0.01%013F-HRTimeline