Virtus ETF Trust II - JOET

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 639,031 29,577 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 450,595 20,855 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 391,401 18,116 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 180,655 8,361 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 110,325 5,106 0.01% 0.01% 5 0 0.0% Q2 2026 Jul 27, 2026
Main Street Financial Solutions, LLC History No change 110,118 5,096 0.33% 0.33% 6 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 106,495 4,929 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
Cassady Wealth & Retirement Planning, LLC History No change 96,521 4,467 2.08% 2.08% 8 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Advisors, LLC History No change 92,435 4,278 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 55,443 2,566 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
Apeiron RIA LLC History No change 52,977 2,452 0.63% 0.63% 11 0 0.0% Q2 2026 Jul 16, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 42,480 1,966 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 42,418 1,963 0.38% 0.38% 13 0 0.0% Q2 2026 Jul 23, 2026
Wealth Management Partners, LLC History No change 40,009 1,851 0.44% 0.44% 14 0 0.0% Q2 2026 Jul 22, 2026
Institute for Wealth Management, LLC. History No change 36,312 1,680 0.15% 0.15% 15 0 0.0% Q2 2026 Jul 28, 2026
Bleakley Financial Group, LLC History No change 28,302 1,309 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 05, 2026
Palumbo Wealth Management LLC History No change 24,484 1,133 0.24% 0.24% 17 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 21,418 991 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 19,101 884 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 17,432 806 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History No change 17,002 786 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 14,844 687 0.0% 0.0% 22 0 0.0% Q2 2026 Sep 02, 2026
Creative Planning History No change 13,116 607 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
O'ROURKE & COMPANY, Inc History No change 12,459 576 0.2% 0.2% 24 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 12,250 566 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 10,642 492 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
Empirical Asset Management, LLC History No change 9,650 446 0.1% 0.1% 27 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 8,782 406 0.07% 0.07% 28 0 0.0% Q2 2026 Jul 20, 2026
DKM Wealth Management, Inc. History No change 7,594 351 0.23% 0.23% 29 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 7,208 333 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 6,823 315 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 6,556 303 0.0% 0.0% 32 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History No change 5,848 270 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 05, 2026
Clearview Wealth Management LLC History No change 4,331 200 0.13% 0.13% 34 0 0.0% Q2 2026 Jul 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,492 161 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
DHJJ Financial Advisors, Ltd. History No change 2,946 136 0.04% 0.04% 36 0 0.0% Q2 2026 Jul 24, 2026
Steward Partners Investment Advisory, LLC History No change 1,403 64 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 1,031 47 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 12, 2026
Hickory Point Bank & Trust History No change 1,000 45 0.03% 0.03% 39 0 0.0% Q3 2026 Oct 01, 2026
IFG Advisory, LLC History No change 834 38 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 482 22 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 400 18 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 401 18 0.0% 0.0% 43 0 0.0% Q2 2026 Jul 28, 2026
Centerpoint Advisors, LLC History No change 369 17 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 375 17 0.0% 0.0% 45 0 0.0% Q2 2026 Jul 15, 2026
JPMORGAN CHASE & CO History No change 271 12 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 180 8 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 111 5 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
MCDONALD PARTNERS LLC History No change 99 4 0.0% 0.0% 49 0 0.0% Q2 2026 Jul 28, 2026
VIRTUS ADVISERS, LLC History No change 95 4 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Davidson Capital Management Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 17, 2026