Who Owns VIRTUS (JOET)? -- Institutional Holders (2026-06-30)

61 institutions reported holding $125.4M of VIRTUS (JOET) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($29.6M), WELLS FARGO & COMPANY/MN ($20.9M), LPL Financial LLC ($18.1M), BANK OF AMERICA CORP /DE/ ($8.4M), Cambridge Investment Research Advisors, Inc. ($5.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$29.6M639,031Trimmed
2WELLS FARGO & COMPANY/MN$20.9M450,595Trimmed
3LPL Financial LLC$18.1M391,401Trimmed
4BANK OF AMERICA CORP /DE/$8.4M180,655Added
5Cambridge Investment Research Advisors, Inc.$5.1M110,325Trimmed
6Main Street Financial Solutions, LLC$5.1M110,118Trimmed
7RAYMOND JAMES FINANCIAL INC$4.9M106,495Trimmed
8Cassady Wealth & Retirement Planning, LLC$4.5M96,521Added
9NewEdge Advisors, LLC$4.3M92,435Added
10OSAIC HOLDINGS, INC.$2.6M55,443Added
11Apeiron RIA LLC$2.5M52,977Trimmed
12SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.0M42,480Trimmed
13Total Clarity Wealth Management, Inc.$2.0M42,418Trimmed
14Wealth Management Partners, LLC$1.9M40,009Trimmed
15Institute for Wealth Management, LLC.$1.7M36,312Trimmed
16Bleakley Financial Group, LLC$1.3M28,302Added
17Palumbo Wealth Management LLC$1.1M24,484Trimmed
18Royal Bank of Canada$991,00021,418Added
19HARBOUR INVESTMENTS, INC.$884,09219,101Trimmed
20Savvy Advisors, Inc.$806,83117,432Trimmed
21Rockefeller Capital Management L.P.$786,93917,002Added
22CITADEL ADVISORS LLC$687,05614,844Trimmed
23Creative Planning$607,07413,116Added
24O'ROURKE & COMPANY, Inc$576,67312,459Added
25RITHOLTZ WEALTH MANAGEMENT$566,99212,250Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30