JOET Institutional Ownership
Virtus Terranova U.S. Quality Momentum ETF
1W: +0.4%
1M: +0.7%
3M: -0.8%
YTD: +8.2%
1Y: +6.5%
3Y: +67.9%
5Y: +53.2%
$45.66
+0.27 (+0.59%)
Weekly Expected Move ±1.5%
$44
$45
$46
$46
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JOET
62
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
125M
Total Invested
9
New Positions
14
Increased
30
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (70 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 639,031 | $29M | -42,631 | -6.3% | 16Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 450,595 | $21M | -7,317 | -1.6% | 13Q | SEC ↗ |
| 3 | LPL Financial LLC | 391,401 | $18M | -33,870 | -8.0% | 21Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 180,655 | $8M | +18,663 | +11.5% | 15Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 110,325 | $5M | -5,271 | -4.6% | 7Q | SEC ↗ |
| 6 | Main Street Financial Solutions, LLC | 110,118 | $5M | -7,261 | -6.2% | 11Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 106,495 | $5M | -4,265 | -3.9% | 7Q | SEC ↗ |
| 8 | Cassady Wealth & Retirement Planning, | 96,521 | $4M | +11,470 | +13.5% | 3Q | SEC ↗ |
| 9 | NewEdge Advisors, LLC | 92,435 | $4M | +1,872 | +2.1% | 13Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 55,443 | $3M | +347 | +0.6% | 22Q | SEC ↗ |
| 11 | Apeiron RIA LLC | 52,977 | $2M | -5,136 | -8.8% | 7Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,480 | $2M | -7,662 | -15.3% | 23Q | SEC ↗ |
| 13 | Total Clarity Wealth Management, Inc. | 42,418 | $2M | -3,280 | -7.2% | 15Q | SEC ↗ |
| 14 | Wealth Management Partners, LLC | 40,009 | $2M | -13,192 | -24.8% | 5Q | SEC ↗ |
| 15 | Institute for Wealth Management, LLC. | 36,312 | $2M | -450 | -1.2% | 15Q | SEC ↗ |
| 16 | Bleakley Financial Group, LLC | 28,302 | $1M | +569 | +2.1% | 5Q | SEC ↗ |
| 17 | Palumbo Wealth Management LLC | 24,484 | $1M | -3,492 | -12.5% | 18Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 21,418 | $978K | +103 | +0.5% | 20Q | SEC ↗ |
| 19 | HARBOUR INVESTMENTS, INC. | 19,101 | $872K | -10 | -0.1% | 17Q | SEC ↗ |
| 20 | Savvy Advisors, Inc. | 17,432 | $796K | -2,573 | -12.9% | 2Q | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 17,002 | $776K | +165 | +1.0% | 4Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 14,844 | $678K | -9,731 | -39.6% | 4Q | SEC ↗ |
| 23 | Creative Planning | 13,116 | $599K | +1,345 | +11.4% | 4Q | SEC ↗ |
| 24 | O'ROURKE & COMPANY, Inc | 12,459 | $569K | +465 | +3.9% | 4Q | SEC ↗ |
| 25 | RITHOLTZ WEALTH MANAGEMENT | 12,250 | $559K | — | +0.0% | 9Q | SEC ↗ |
| 26 | FMR LLC | 10,642 | $486K | +6,000 | +129.3% | 10Q | SEC ↗ |
| 27 | Empirical Asset Management, LLC | 9,650 | $441K | -519 | -5.1% | 9Q | SEC ↗ |
| 28 | MLP3, LLC | 9,172 | $419K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Triumph Capital Management | 8,782 | $401K | +4,143 | +89.3% | 5Q | SEC ↗ |
| 30 | DKM Wealth Management, Inc. | 7,594 | $347K | -177 | -2.3% | 7Q | SEC ↗ |
| 31 | Arax Advisory Partners NEW | 7,208 | $329K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 6,823 | $312K | -2,921 | -30.0% | 7Q | SEC ↗ |
| 33 | KESTRA PRIVATE WEALTH SERVICES, LLC | 6,556 | $299K | -3,292 | -33.4% | 3Q | SEC ↗ |
| 34 | FIFTH THIRD BANCORP | 5,848 | $267K | -7 | -0.1% | 2Q | SEC ↗ |
| 35 | Clearview Wealth Management LLC NEW | 4,331 | $198K | — | +0.0% | 1Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,492 | $159K | +2,936 | +528.1% | 2Q | SEC ↗ |
| 37 | DHJJ Financial Advisors, Ltd. | 2,946 | $135K | +28 | +1.0% | 12Q | SEC ↗ |
| 38 | Steward Partners Investment Advisory, | 1,403 | $64K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Smartleaf Asset Management LLC | 1,031 | $47K | — | +0.0% | 2Q | SEC ↗ |
| 40 | Hickory Point Bank & Trust | 1,000 | $46K | — | +0.0% | 2Q | SEC ↗ |
| 41 | IFG Advisory, LLC NEW | 834 | $38K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Integrated Wealth Concepts LLC NEW | 640 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 43 | UBS Group AG | 482 | $22K | -1,462 | -75.2% | 3Q | SEC ↗ |
| 44 | CREATIVE FINANCIAL DESIGNS INC /ADV | 401 | $18K | — | +0.0% | 14Q | SEC ↗ |
| 45 | US BANCORP \DE | 400 | $18K | — | +0.0% | 5Q | SEC ↗ |
| 46 | Spire Wealth Management | 375 | $17K | — | +0.0% | 4Q | SEC ↗ |
| 47 | Centerpoint Advisors, LLC NEW | 369 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 48 | JPMORGAN CHASE & CO | 271 | $12K | +217 | +401.9% | 2Q | SEC ↗ |
| 49 | FIDUCIARY FINANCIAL ADVISORS NEW | 180 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Ameritas Advisory Services, LLC NEW | 111 | $5K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 7,208 | $329K |
| Clearview Wealth Management LLC | 4,331 | $198K |
| IFG Advisory, LLC | 834 | $38K |
| Integrated Wealth Concepts LLC | 640 | $29K |
| Centerpoint Advisors, LLC | 369 | $17K |
| FIDUCIARY FINANCIAL ADVISORS | 180 | $8K |
| Ameritas Advisory Services, LLC | 111 | $5K |
| MCDONALD PARTNERS LLC | 99 | $5K |
| Farther Finance Advisors, LLC | 5 | $0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 25,300 | $1M |
| Orion Porfolio Solutions, LLC | 24,693 | $1M |
| JANE STREET GROUP, LLC | 11,837 | $540K |
| FLOW TRADERS U.S. LLC | 11,011 | $503K |
| FIRST FOUNDATION ADVISORS | 7,047 | $322K |
| Kestra Advisory Services, LLC | 6,833 | $312K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,241 | $239K |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,829 | $220K |
| SIMPLEX TRADING, LLC | 1,485 | $68K |
| Advisory Services Network, LLC | 750 | $34K |
| FLAGSHIP HARBOR ADVISORS, LLC | 251 | $11K |
| Innovative Asset Advisors Group, LL | 200 | $9K |
| Vision Retirement, LLC | 101 | $5K |
| Russell Investments Group, Ltd. | 100 | $5K |
| GROUP ONE TRADING LLC | 100 | $5K |
| CITIGROUP INC | 1 | $0K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +18,663 | +11.5% | 180,655 |
| Cassady Wealth & Retirement Plannin | +11,470 | +13.5% | 96,521 |
| FMR LLC | +6,000 | +129.3% | 10,642 |
| Triumph Capital Management | +4,143 | +89.3% | 8,782 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +2,936 | +528.1% | 3,492 |
| NewEdge Advisors, LLC | +1,872 | +2.1% | 92,435 |
| Creative Planning | +1,345 | +11.4% | 13,116 |
| Bleakley Financial Group, LLC | +569 | +2.1% | 28,302 |
| O'ROURKE & COMPANY, Inc | +465 | +3.9% | 12,459 |
| OSAIC HOLDINGS, INC. | +347 | +0.6% | 55,443 |
| JPMORGAN CHASE & CO | +217 | +401.9% | 271 |
| Rockefeller Capital Management L.P. | +165 | +1.0% | 17,002 |
| ROYAL BANK OF CANADA | +103 | +0.5% | 21,418 |
| DHJJ Financial Advisors, Ltd. | +28 | +1.0% | 2,946 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -42,631 | -6.3% | 639,031 |
| LPL Financial LLC | -33,870 | -8.0% | 391,401 |
| Wealth Management Partners, LLC | -13,192 | -24.8% | 40,009 |
| CITADEL ADVISORS LLC | -9,731 | -39.6% | 14,844 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -7,662 | -15.3% | 42,480 |
| WELLS FARGO & COMPANY/MN | -7,317 | -1.6% | 450,595 |
| Main Street Financial Solutions, LL | -7,261 | -6.2% | 110,118 |
| Cambridge Investment Research Advis | -5,271 | -4.6% | 110,325 |
| Apeiron RIA LLC | -5,136 | -8.8% | 52,977 |
| RAYMOND JAMES FINANCIAL INC | -4,265 | -3.9% | 106,495 |
| Palumbo Wealth Management LLC | -3,492 | -12.5% | 24,484 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -3,292 | -33.4% | 6,556 |
| Total Clarity Wealth Management, In | -3,280 | -7.2% | 42,418 |
| Cetera Investment Advisers | -2,921 | -30.0% | 6,823 |
| Savvy Advisors, Inc. | -2,573 | -12.9% | 17,432 |
| UBS Group AG | -1,462 | -75.2% | 482 |
| Empirical Asset Management, LLC | -519 | -5.1% | 9,650 |
| Institute for Wealth Management, LL | -450 | -1.2% | 36,312 |
| DKM Wealth Management, Inc. | -177 | -2.3% | 7,594 |
| HARBOUR INVESTMENTS, INC. | -10 | -0.1% | 19,101 |