VIRTUS ETF TR II

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JOET·92790A504·US·ETF

JOET (VIRTUS ETF TR II) is held by 22 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($29.6M), WELLS FARGO & COMPANY/MN ($20.9M), LPL Financial LLC ($18.1M). Net institutional sentiment: Mixed.

22

Holders

(4 Elite)

$95.1M

Total Value

42% (24)

Consensus

10 buying - 14 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)39

Activist (13D/13G)29

Congressional (STOCK Act)25

Holder Quality

37

★★★★★

Elite

89

★★★★

Strong

45

★★★

Solid

83

★★

Below

58

★

Weak

Held by 22 funds

4 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for JOET.

Top Holders

Top Holders (22)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	639,031(-6.3%)	$29.6M	0.0%	+16.82%	0
WELLS FARGO & COMPANY/MN	Decreased	450,595(-1.6%)	$20.9M	0.0%	+21.48%	0
LPL Financial LLC	Decreased	391,401(-8.0%)	$18.1M	0.0%	+16.11%	0
BANK OF AMERICA CORP /DE/	Increased	180,655(+11.5%)	$8.4M	0.0%	+21.77%	31
RAYMOND JAMES FINANCIAL INC	Decreased	106,495(-3.9%)	$4.9M	0.0%	+24.57%	0
NewEdge Advisors, LLC	Increased	92,435(+2.1%)	$4.3M	0.0%	+33.89%	27
OSAIC HOLDINGS, INC.	Increased	55,443(+0.6%)	$2.6M	0.0%	+28.90%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	42,480(-15.3%)	$2M	0.0%	+14.77%	0
ROYAL BANK OF CANADA	Increased	21,418(+0.5%)	$991,000	0.0%	+14.70%	25
Rockefeller Capital Management L.P.	Increased	17,002(+1.0%)	$786,939	0.0%	+9.33%	25
CITADEL ADVISORS LLC	Decreased	14,844(-39.6%)	$687,056	0.0%	+8.70%	0
Creative Planning	Increased	13,116(+11.4%)	$607,074	0.0%	+6.70%	27
FMR LLC	Increased	10,642(+129.3%)	$492,578	0.0%	+9.30%	26
Cetera Investment Advisers	Decreased	6,823(-30.0%)	$315,802	0.0%	+16.65%	0
FIFTH THIRD BANCORP	Decreased	5,848(-0.1%)	$270,675	0.0%	+9.52%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	3,492(+528.1%)	$161,628	0.0%	+0.95%	36
Steward Partners Investment Advisory, LLC	Unchanged	1,403	$64,938	0.0%	+9.27%	0
UBS Group AG	Decreased	482(-75.2%)	$22,309	0.0%	+8.59%	0
US BANCORP \DE\	Unchanged	400	$18,514	0.0%	+14.33%	0
JPMORGAN CHASE & CO	Increased	271(+401.9%)	$12,431	0.0%	+1.32%	19

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JOETVIRTUS ETF TR II

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer