VIRTUS ETF TR II

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JOET·92790A504·US·etf·Unknown - Unknown

VIRTUS US QLTY

JOET (VIRTUS ETF TR II) is held by 26 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($27.3M), WELLS FARGO & COMPANY/MN ($18.3M), LPL Financial LLC ($17M). Net institutional sentiment: Mixed.

26

Holders

Avg rating(3 Elite)

$84.5M

Total Value

43% (31)

Fund Consensus

12 buying - 16 selling

Smart Money Verdict

View all

44Weak MomentumSingle Source

Institutional (13F)44

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how JOET's score breaks down across 4 SEC sources

Holder Quality

3

★★★★★

Elite

13

★★★★

Strong

8

★★★

Solid

7

★★

Below

0

★

Weak

Held by 26 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (26)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	681,662(-4.9%)	$27.3M	0.0%	+9.15%	0
WELLS FARGO & COMPANY/MN	Decreased	457,912(-9.0%)	$18.3M	0.0%	+13.51%	0
LPL Financial LLC	Increased	425,271(+13.7%)	$17M	0.0%	+8.49%	32
BANK OF AMERICA CORP /DE/	Increased	161,992(+8.1%)	$6.5M	0.0%	+15.02%	29
RAYMOND JAMES FINANCIAL INC	Decreased	110,760(-6.2%)	$4.4M	0.0%	+16.39%	0
OSAIC HOLDINGS, INC.	Decreased	55,096(-0.3%)	$2.2M	0.0%	+20.67%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	50,142(+57.8%)	$2M	0.0%	+7.26%	37
TWO SIGMA INVESTMENTS, LP	New	25,300	$1M	0.0%	+2.33%	35
OPOrion Porfolio Solutions, LLC	Decreased	24,693(-4.1%)	$988,461	0.0%	+21.86%	0
CITADEL ADVISORS LLC	Increased	24,575(+137.9%)	$983,737	0.0%	+1.57%	40
ROYAL BANK OF CANADA	Decreased	21,315(-40.7%)	$853,000	0.0%	+9.83%	0
Rockefeller Capital Management L.P.	Increased	16,837(+1730.1%)	$673,985	0.0%	+2.26%	40
JANE STREET GROUP, LLC	New	11,837	$473,835	0.0%	+2.33%	33
Creative Planning	Decreased	11,771(-2.4%)	$471,192	0.0%	+0.54%	0
Cetera Investment Advisers	Decreased	9,744(-5.9%)	$389,944	0.0%	+8.99%	0
FIFTH THIRD BANCORP	New	5,855	$234,376	0.0%	+2.33%	32
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Unchanged	5,241	$209,797	0.0%	+1.46%	0
FMR LLC	Decreased	4,642(-10.3%)	$185,830	0.0%	+15.73%	0
NewEdge Advisors, LLC	Decreased	90,563(-4.2%)	$90,563	0.0%	+26.01%	0
UBS Group AG	Decreased	1,944(-27.6%)	$77,818	0.0%	+1.46%	0

Showing 1-20 of 31

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer