81 institutions reported holding $109.4M of VIRTUS SEIX SENIOR LOAN ETF (SEIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Destiny Wealth Partners, LLC ($17.0M), ENVESTNET ASSET MANAGEMENT INC ($10.2M), AE Wealth Management LLC ($9.0M), Virtus Fixed Income Advisers, LLC ($8.9M), Ignite Planners, LLC ($8.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Destiny Wealth Partners, LLC | $17.0M | 738,372 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.2M | 442,880 | Added |
| 3 | AE Wealth Management LLC | $9.0M | 392,056 | Trimmed |
| 4 | Virtus Fixed Income Advisers, LLC | $8.9M | 386,766 | Trimmed |
| 5 | Ignite Planners, LLC | $8.3M | 358,079 | Added |
| 6 | AdvisorNet Financial, Inc | $5.8M | 251,060 | Added |
| 7 | Foundations Investment Advisors, LLC | $5.0M | 217,217 | Trimmed |
| 8 | Tower Research Capital LLC (TRC) | $4.4M | 192,342 | Added |
| 9 | Illumine Investment Management, LLC | $3.8M | 165,937 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $3.7M | 162,339 | Trimmed |
| 11 | Cetera Investment Advisers | $3.5M | 153,359 | Added |
| 12 | Triad Wealth Partners, LLC | $3.0M | 132,219 | Added |
| 13 | Cassady Wealth & Retirement Planning, LLC | $2.4M | 102,698 | Added |
| 14 | Stratos Wealth Advisors, LLC | $1.6M | 67,735 | Trimmed |
| 15 | SHEETS SMITH WEALTH MANAGEMENT | $1.3M | 58,365 | Trimmed |
| 16 | Creative Planning | $1.3M | 57,195 | Trimmed |
| 17 | RESOLUTE CAPITAL, LLC | $1.3M | 54,947 | Added |
| 18 | UMB BANK N A/MO | $1.1M | 45,805 | Hold |
| 19 | Lionshead Wealth Management, LLC | $1.0M | 45,155 | Trimmed |
| 20 | LPL Financial LLC | $1.0M | 44,311 | Added |
| 21 | Drake & Associates, LLC | $986,593 | 42,783 | Trimmed |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $956,100 | 41,460 | Trimmed |
| 23 | OxenFree Capital LLC | $941,266 | 40,642 | Added |
| 24 | Pinnacle Financial Partners, Inc. | $927,202 | 40,207 | Added |
| 25 | Summit Asset Management, LLC | $918,473 | 39,829 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31