13FBOX
VIRTUS ETF TR II · 13F Institutional Holdings
Options Calculator Rankings
V

VIRTUS ETF TR II

SEIX
Institutions
72
Combined AUM (Q2 2026)
$110.0M
Combined Shares (Q2 2026)
4.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+931,408
48 · 19 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-900,176
29 · 13 Exit · ≈
⚖️ Net
+31,232
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$110.0M
Institutions
72
New Buys
19
Adds
29
Reduces
16
Exits
13
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Destiny Wealth Partners, LLC
1.83%1.86%#2$13.5M582,615$17.0M738,372-155,757-21.09%Reduce
AE Wealth Management LLC
0.05%0.05%#23$10.3M443,753$9.0M392,056+51,697+13.19%Add
Virtus Fixed Income Advisers, LLC
5.65%0.09%#1$8.9M386,766$8.9M386,76600.00%Unchanged
Ignite Planners, LLC
1.17%1.28%#5$8.5M366,866$8.3M358,079+8,787+2.45%Add
AdvisorNet Financial, Inc
0.32%0.3%#9$6.9M299,727$5.8M251,060+48,667+19.38%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#47$6.1M262,619$10.2M442,880-180,261-40.70%Reduce
Navis Wealth Advisors, LLC
1.79%#3$4.7M203,966$00+203,966New Buy
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.05%0.06%#24$4.4M191,365$5.0M217,217-25,852-11.90%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#37$4.1M179,126$3.7M162,339+16,787+10.34%Add
Cetera Investment Advisers
<0.01%<0.01%#45$3.1M133,921$3.5M153,359-19,438-12.67%Reduce
Cassady Wealth & Retirement Planning, LLC
1.32%1.15%#4$2.8M122,878$2.4M102,698+20,180+19.65%Add
LPL Financial LLC
<0.01%<0.01%#57$2.6M110,582$1.0M44,311+66,271+149.56%Add
Tower Research Capital LLC (TRC)
0.05%0.12%#22$2.2M93,615$4.4M192,342-98,727-51.33%Reduce
Kovack Advisors, Inc.
0.09%0.02%#20$2.0M85,390$443,35718,348+67,042+365.39%Add
Stratos Wealth Advisors, LLC
0.1%0.1%#19$1.7M74,918$1.6M67,735+7,183+10.60%Add
Western Wealth Management, LLC
0.06%#21$1.7M74,675$00+74,675New Buy
RESOLUTE CAPITAL, LLC
0.58%0.51%#7$1.7M72,404$1.3M54,947+17,457+31.77%Add
SHEETS SMITH WEALTH MANAGEMENT
0.14%0.15%#14$1.4M58,460$1.3M58,365+95+0.16%Add
Creative Planning
<0.01%<0.01%#52$1.3M57,740$1.3M57,195+545+0.95%Add
ROYAL BANK OF CANADA
<0.01%#61$1.3M56,820$00+56,820New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#65$1.1M46,830$758,38732,887+13,943+42.40%Add
OxenFree Capital LLC
0.49%0.46%#8$1.1M46,159$941,26640,642+5,517+13.57%Add
UMB Bank, n.a.
0.01%0.01%#34$1.1M45,805$1.1M45,80500.00%Unchanged
Argent Trust Co
0.03%0.03%#28$1.0M44,035$824,01635,733+8,302+23.23%Add
Drake & Associates, LLC
0.16%0.19%#13$969,21641,903$986,59342,783-880-2.06%Reduce
Pasadena Private Wealth, LLC
0.12%#15$959,13241,467$00+41,467New Buy
JAMES INVESTMENT RESEARCH, INC.
0.1%0.09%#18$955,77041,322$790,03234,259+7,063+20.62%Add
Lionshead Wealth Management, LLC
0.6%0.77%#6$916,63639,629$1.0M45,155-5,526-12.24%Reduce
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.04%0.05%#25$891,55938,545$956,10041,460-2,915-7.03%Reduce
Summit Asset Management, LLC
0.1%0.13%#17$801,43134,649$918,47339,829-5,180-13.01%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#50$753,29632,566$612,79326,574+5,992+22.55%Add
Ameritas Advisory Services, LLC
0.01%0.02%#32$722,50631,237$407,15517,656+13,581+76.92%Add
Pinnacle Financial Partners, Inc.
<0.01%0.01%#43$618,14826,724$927,20240,207-13,483-33.53%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#36$614,95726,587$00+26,587New Buy
Wealthstar Advisors, LLC
0.17%0.21%#12$577,88224,984$448,87119,465+5,519+28.35%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#48$548,30223,705$462,65420,063+3,642+18.15%Add
Advyzon Investment Management, LLC
0.04%#26$508,77021,996$00+21,996New Buy
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#41$501,65821,689$797,85234,598-12,909-37.31%Reduce
Tactive Advisors, LLC
0.12%0.12%#16$481,58620,821$413,76717,943+2,878+16.04%Add
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%#54$468,29020,246$00+20,246New Buy
GOLDMAN SACHS GROUP INC
<0.01%#67$433,45618,740$00+18,740New Buy
Perigon Wealth Management, LLC
0.01%0.01%#39$427,90518,500$426,61718,50000.00%Unchanged
J. M. Brown & Associates Inc.
0.24%#11$425,02218,375$00+18,375New Buy
Fiduciary Group, LLC
0.03%0.04%#27$414,37417,915$477,69620,715-2,800-13.52%Reduce
Ausdal Financial Partners, Inc.
0.02%0.01%#31$411,62917,794$271,76511,784+6,010+51.00%Add
Prospera Financial Services Inc
0.01%0.01%#40$402,12217,377$382,84416,592+785+4.73%Add
HRT FINANCIAL LP
<0.01%#55$382,73216,547$00+16,547New Buy
TRUSTMARK BANK TRUST DEPARTMENT
0.02%#30$364,29815,750$00+15,750New Buy
Guardian Capital, LLC
0.24%#10$298,42312,902$00+12,902New Buy
IFP Advisors, Inc
<0.01%<0.01%#42$247,88410,717$5,189225+10,492+4,663.11%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow