VIRTUS ETF TR II

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SEIX·92790A405·US·ETF-13D/G

SEIX (VIRTUS ETF TR II) is held by 19 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($10.3M), ENVESTNET ASSET MANAGEMENT INC ($6.1M), Cetera Investment Advisers ($3.1M). Net institutional sentiment: Mixed.

19

Holders

(6 Elite)

$29.2M

Total Value

67% (21)

Consensus

14 buying - 7 selling

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

Smart Money Verdict

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Institutional (13F)50

Insider (Form 4)56

Activist (13D/13G)45

Congressional (STOCK Act)68

Holder Quality

56

★★★★★

Elite

54

★★★★

Strong

64

★★★

Solid

22

★★

Below

87

★

Weak

Held by 19 funds

6 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists Jul 14, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.14.6%Jul 14, 2026

ActivistFTFirst Trust Portfolios L.P.16.8%Apr 17, 2026

View all activist filings

Top Holders

Top Holders (19)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	443,753(+13.2%)	$10.3M	0.0%	+14.10%	31
ENVESTNET ASSET MANAGEMENT INC	Decreased	262,619(-40.7%)	$6.1M	0.0%	+9.67%	0
Cetera Investment Advisers	Decreased	133,921(-12.7%)	$3.1M	0.0%	+12.58%	0
LPL Financial LLC	Increased	110,582(+149.6%)	$2.6M	0.0%	+3.62%	42
Creative Planning	Increased	57,740(+0.9%)	$1.3M	0.0%	+5.25%	26
ROYAL BANK OF CANADA	New	56,820	$1.3M	0.0%	+1.85%	35
JANE STREET GROUP, LLC	Increased	46,830(+42.4%)	$1.1M	0.0%	+5.00%	34
OSAIC HOLDINGS, INC.	Increased	32,566(+22.6%)	$753,296	0.0%	+11.44%	30
Pinnacle Financial Partners, Inc.	Decreased	26,724(-33.5%)	$618,148	0.0%	+4.13%	0
MML INVESTORS SERVICES, LLC	Increased	23,705(+18.1%)	$548,302	0.0%	+15.92%	28
GOLDMAN SACHS GROUP INC	New	18,740	$433,456	0.0%	+1.85%	37
HRT FINANCIAL LP	New	16,547	$382,000	0.0%	+1.85%	33
Cresset Asset Management, LLC	New	9,925	$229,565	0.0%	+1.85%	32
&PARTNERS	Increased	9,825(+6.8%)	$227,252	0.0%	+3.80%	25
Allworth Financial LP	Increased	5,911(+22.6%)	$136,732	0.0%	+21.24%	27
US BANCORP \DE\	Unchanged	3,814	$88,218	0.0%	+9.30%	0
WELLS FARGO & COMPANY/MN	Increased	2,158(+2.6%)	$49,926	0.0%	+4.15%	14
JONES FINANCIAL COMPANIES LLLP	New	448	$10,353	0.0%	+1.85%	26
MORGAN STANLEY	Unchanged	1	$28	0.0%	+7.63%	0
MAI Capital Management	Exited	0(-100.0%)	$923	0.0%	+2.24%	0

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SEIXVIRTUS 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