SEIX Institutional Ownership
Virtus Seix Senior Loan ETF
1W: -0.2%
1M: -0.6%
3M: +0.6%
YTD: +0.1%
1Y: -0.4%
3Y: +15.6%
5Y: +25.0%
$23.18
+0.05 (+0.22%)
Weekly Expected Move ±0.5%
$23
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SEIX
85
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
113M
Total Invested
17
New Positions
31
Increased
27
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (95 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Destiny Wealth Partners, LLC | 582,615 | $14M | -155,757 | -21.1% | 4Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 443,753 | $10M | +51,697 | +13.2% | 16Q | SEC ↗ |
| 3 | Virtus Fixed Income Advisers, LLC | 386,766 | $9M | — | +0.0% | 5Q | SEC ↗ |
| 4 | Ignite Planners, LLC | 366,866 | $9M | +8,787 | +2.5% | 12Q | SEC ↗ |
| 5 | AdvisorNet Financial, Inc | 299,727 | $7M | +48,667 | +19.4% | 6Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 262,619 | $6M | -180,261 | -40.7% | 20Q | SEC ↗ |
| 7 | Navis Wealth Advisors, LLC NEW | 203,966 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Foundations Investment Advisors, LLC | 191,365 | $4M | -25,852 | -11.9% | 9Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 179,126 | $4M | +16,787 | +10.3% | 17Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 133,921 | $3M | -19,438 | -12.7% | 10Q | SEC ↗ |
| 11 | Cassady Wealth & Retirement Planning, | 122,878 | $3M | +20,180 | +19.6% | 3Q | SEC ↗ |
| 12 | LPL Financial LLC | 110,582 | $3M | +66,271 | +149.6% | 8Q | SEC ↗ |
| 13 | Tower Research Capital LLC (TRC) | 93,615 | $2M | -98,727 | -51.3% | 5Q | SEC ↗ |
| 14 | Kovack Advisors, Inc. | 85,390 | $2M | +67,042 | +365.4% | 2Q | SEC ↗ |
| 15 | Stratos Wealth Advisors, LLC | 74,918 | $2M | +7,183 | +10.6% | 14Q | SEC ↗ |
| 16 | Western Wealth Management, LLC NEW | 74,675 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | RESOLUTE CAPITAL, LLC | 72,404 | $2M | +17,457 | +31.8% | 3Q | SEC ↗ |
| 18 | SHEETS SMITH WEALTH MANAGEMENT | 58,460 | $1M | +95 | +0.2% | 18Q | SEC ↗ |
| 19 | Creative Planning | 57,740 | $1M | +545 | +1.0% | 4Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA NEW | 56,820 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 46,830 | $1M | +13,943 | +42.4% | 6Q | SEC ↗ |
| 22 | OxenFree Capital LLC | 46,159 | $1M | +5,517 | +13.6% | 11Q | SEC ↗ |
| 23 | UMB Bank, n.a. | 45,805 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 24 | Argent Trust Co | 44,035 | $1M | +8,302 | +23.2% | 10Q | SEC ↗ |
| 25 | Drake & Associates, LLC | 41,903 | $971K | -880 | -2.1% | 7Q | SEC ↗ |
| 26 | Pasadena Private Wealth, LLC NEW | 41,467 | $961K | — | +0.0% | 1Q | SEC ↗ |
| 27 | JAMES INVESTMENT RESEARCH, INC. | 41,322 | $958K | +7,063 | +20.6% | 13Q | SEC ↗ |
| 28 | Lionshead Wealth Management, LLC | 39,629 | $919K | -5,526 | -12.2% | 6Q | SEC ↗ |
| 29 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 38,545 | $893K | -2,915 | -7.0% | 14Q | SEC ↗ |
| 30 | Summit Asset Management, LLC | 34,649 | $803K | -5,180 | -13.0% | 15Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 32,566 | $755K | +5,992 | +22.5% | 20Q | SEC ↗ |
| 32 | Ameritas Advisory Services, LLC | 31,237 | $724K | +13,581 | +76.9% | 7Q | SEC ↗ |
| 33 | Pinnacle Financial Partners, Inc. | 26,724 | $619K | -13,483 | -33.5% | 3Q | SEC ↗ |
| 34 | INDEPENDENT FINANCIAL GROUP, LLC | 26,587 | $616K | +4,978 | +23.0% | 8Q | SEC ↗ |
| 35 | Wealthstar Advisors, LLC | 24,984 | $579K | +5,519 | +28.4% | 7Q | SEC ↗ |
| 36 | MML INVESTORS SERVICES, LLC | 23,705 | $549K | +3,642 | +18.2% | 15Q | SEC ↗ |
| 37 | Advyzon Investment Management, LLC NEW | 21,996 | $510K | — | +0.0% | 1Q | SEC ↗ |
| 38 | KESTRA PRIVATE WEALTH SERVICES, LLC | 21,689 | $503K | -12,909 | -37.3% | 7Q | SEC ↗ |
| 39 | Tactive Advisors, LLC | 20,821 | $483K | +2,878 | +16.0% | 5Q | SEC ↗ |
| 40 | Thrivent Financial for Lutherans NEW | 20,246 | $469K | — | +0.0% | 1Q | SEC ↗ |
| 41 | GOLDMAN SACHS GROUP INC NEW | 18,740 | $434K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Perigon Wealth Management, LLC | 18,500 | $429K | — | +0.0% | 5Q | SEC ↗ |
| 43 | J. M. Brown & Associates Inc. NEW | 18,375 | $426K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Fiduciary Group, LLC | 17,915 | $415K | -2,800 | -13.5% | 6Q | SEC ↗ |
| 45 | Ausdal Financial Partners, Inc. | 17,794 | $412K | +6,010 | +51.0% | 3Q | SEC ↗ |
| 46 | Prospera Financial Services Inc | 17,377 | $403K | +785 | +4.7% | 7Q | SEC ↗ |
| 47 | HRT FINANCIAL LP NEW | 16,547 | $384K | — | +0.0% | 1Q | SEC ↗ |
| 48 | TRUSTMARK BANK TRUST DEPARTMENT NEW | 15,750 | $365K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Guardian Capital, LLC NEW | 12,902 | $299K | — | +0.0% | 1Q | SEC ↗ |
| 50 | IFP Advisors, Inc | 10,717 | $248K | +10,492 | +4663.1% | 2Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Navis Wealth Advisors, LLC | 203,966 | $5M |
| Western Wealth Management, LLC | 74,675 | $2M |
| ROYAL BANK OF CANADA | 56,820 | $1M |
| Pasadena Private Wealth, LLC | 41,467 | $961K |
| Advyzon Investment Management, LLC | 21,996 | $510K |
| Thrivent Financial for Lutherans | 20,246 | $469K |
| GOLDMAN SACHS GROUP INC | 18,740 | $434K |
| J. M. Brown & Associates Inc. | 18,375 | $426K |
| HRT FINANCIAL LP | 16,547 | $384K |
| TRUSTMARK BANK TRUST DEPARTMENT | 15,750 | $365K |
| Guardian Capital, LLC | 12,902 | $299K |
| Cresset Asset Management, LLC | 9,925 | $230K |
| Integrated Wealth Concepts LLC | 1,589 | $37K |
| Parallel Advisors, LLC | 703 | $16K |
| JONES FINANCIAL COMPANIES LLLP | 448 | $10K |
| Global Retirement Partners, LLC | 197 | $5K |
| MERCER GLOBAL ADVISORS INC /ADV | 4 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Atria Investments, Inc | 222,318 | $5M |
| CENTAURUS FINANCIAL, INC. | 166,597 | $4M |
| Triad Wealth Partners, LLC | 132,219 | $3M |
| Westwood Wealth Management | 47,885 | $1M |
| Kestra Advisory Services, LLC | 29,061 | $674K |
| FLOW TRADERS U.S. LLC | 15,840 | $367K |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,155 | $328K |
| TrueMark Investments, LLC | 13,691 | $317K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 11,070 | $257K |
| Wealthcare Advisory Partners LLC | 10,872 | $252K |
| RDA Financial Network | 8,700 | $202K |
| Scarborough Advisors, LLC | 5,430 | $126K |
| UBS Group AG | 1,677 | $39K |
| HARBOUR INVESTMENTS, INC. | 692 | $16K |
| Medallion Wealth Advisors, LLC | 620 | $14K |
| Rockefeller Capital Management L.P. | 419 | $10K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 66 | $2K |
| MAI Capital Management | 40 | $1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $0K |
| Camelot Portfolios, LLC | 0 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Kovack Advisors, Inc. | +67,042 | +365.4% | 85,390 |
| LPL Financial LLC | +66,271 | +149.6% | 110,582 |
| AE Wealth Management LLC | +51,697 | +13.2% | 443,753 |
| AdvisorNet Financial, Inc | +48,667 | +19.4% | 299,727 |
| Cassady Wealth & Retirement Plannin | +20,180 | +19.6% | 122,878 |
| RESOLUTE CAPITAL, LLC | +17,457 | +31.8% | 72,404 |
| Cambridge Investment Research Advis | +16,787 | +10.3% | 179,126 |
| JANE STREET GROUP, LLC | +13,943 | +42.4% | 46,830 |
| Ameritas Advisory Services, LLC | +13,581 | +76.9% | 31,237 |
| IFP Advisors, Inc | +10,492 | +4663.1% | 10,717 |
| Ignite Planners, LLC | +8,787 | +2.5% | 366,866 |
| Argent Trust Co | +8,302 | +23.2% | 44,035 |
| Stratos Wealth Advisors, LLC | +7,183 | +10.6% | 74,918 |
| JAMES INVESTMENT RESEARCH, INC. | +7,063 | +20.6% | 41,322 |
| Ausdal Financial Partners, Inc. | +6,010 | +51.0% | 17,794 |
| OSAIC HOLDINGS, INC. | +5,992 | +22.5% | 32,566 |
| Wealthstar Advisors, LLC | +5,519 | +28.4% | 24,984 |
| OxenFree Capital LLC | +5,517 | +13.6% | 46,159 |
| INDEPENDENT FINANCIAL GROUP, LLC | +4,978 | +23.0% | 26,587 |
| MML INVESTORS SERVICES, LLC | +3,642 | +18.2% | 23,705 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -180,261 | -40.7% | 262,619 |
| Illumine Investment Management, LLC | -165,937 | -100.0% | 0 |
| Destiny Wealth Partners, LLC | -155,757 | -21.1% | 582,615 |
| Tower Research Capital LLC (TRC) | -98,727 | -51.3% | 93,615 |
| Foundations Investment Advisors, LL | -25,852 | -11.9% | 191,365 |
| Cetera Investment Advisers | -19,438 | -12.7% | 133,921 |
| Pinnacle Financial Partners, Inc. | -13,483 | -33.5% | 26,724 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -12,909 | -37.3% | 21,689 |
| TOUNJIAN ADVISORY PARTNERS, LLC | -12,696 | -99.8% | 24 |
| Lionshead Wealth Management, LLC | -5,526 | -12.2% | 39,629 |
| Summit Asset Management, LLC | -5,180 | -13.0% | 34,649 |
| Elevated Capital Advisors, LLC | -4,727 | -68.7% | 2,156 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | -2,915 | -7.0% | 38,545 |
| Fiduciary Group, LLC | -2,800 | -13.5% | 17,915 |
| Drake & Associates, LLC | -880 | -2.1% | 41,903 |
| Geneos Wealth Management Inc. | -353 | -56.1% | 276 |