18 institutions reported holding $24.9M of VIRTUS ETF TR II (JOET) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($10.2M), Cassady Wealth & Retirement Planning, LLC ($4.5M), Apeiron RIA LLC ($2.5M), Total Clarity Wealth Management, Inc. ($2.0M), Wealth Management Partners, LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $10.2M | 220,650 | Added |
| 2 | Cassady Wealth & Retirement Planning, LLC | $4.5M | 96,521 | Added |
| 3 | Apeiron RIA LLC | $2.5M | 52,977 | Trimmed |
| 4 | Total Clarity Wealth Management, Inc. | $2.0M | 42,418 | Trimmed |
| 5 | Wealth Management Partners, LLC | $1.9M | 40,009 | Trimmed |
| 6 | Institute for Wealth Management, LLC. | $1.7M | 36,312 | Trimmed |
| 7 | Savvy Advisors, Inc. | $806,831 | 17,432 | Trimmed |
| 8 | Triumph Capital Management | $406,476 | 8,782 | Added |
| 9 | DKM Wealth Management, Inc. | $351,490 | 7,594 | Trimmed |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $303,445 | 6,556 | Trimmed |
| 11 | Clearview Wealth Management LLC | $200,461 | 4,331 | New |
| 12 | DHJJ Financial Advisors, Ltd. | $136,334 | 2,946 | Added |
| 13 | Hickory Point Bank & Trust | $46,285 | 1,000 | Hold |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $18,578 | 401 | Hold |
| 15 | Spire Wealth Management | $17,357 | 375 | Hold |
| 16 | MCDONALD PARTNERS LLC | $4,582 | 99 | New |
| 17 | Davidson Capital Management Inc. | $371 | 8 | Hold |
| 18 | Farther Finance Advisors, LLC | $231 | 5 | New |
Source: SEC Form 13F filings · as of 2026-06-30