| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 14% | +20% | $38,787,619 | -$299,771 | 1,661,510 | -0.77% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Dec 2025, 72 institutional investors reported holding 5,352,981 shares of Virtus Seix Senior Loan ETF - Common (SEIX). This represents 47% of the company’s total 11,474,517 outstanding shares.
The largest institutional shareholders of Virtus Seix Senior Loan ETF - Common (SEIX) together control 41% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Virtus Fixed Income Advisers, LLC | 6.7% | 765,616 | -14% | 14% | $17,873,306 |
| Destiny Wealth Partners, LLC | 6.3% | 726,374 | +3526% | 1.9% | $16,948,484 |
| AE Wealth Management LLC | 3.8% | 432,940 | +16% | 0.06% | $10,107,018 |
| ENVESTNET ASSET MANAGEMENT INC | 3.6% | 413,703 | +5% | 0% | $9,657,891 |
| Ignite Planners, LLC | 3% | 340,601 | +2.2% | 1.2% | $7,913,861 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 2.2% | 249,224 | +13% | 0.08% | $5,818,146 |
| AdvisorNet Financial, Inc | 2.1% | 241,859 | +21% | 0.3% | $5,646,196 |
| Atria Investments, Inc | 1.9% | 222,318 | +9.6% | 0.06% | $5,190,011 |
| Cambridge Investment Research Advisors, Inc. | 1.5% | 166,724 | -12% | 0.01% | $3,892,000 |
| CENTAURUS FINANCIAL, INC. | 1.5% | 166,597 | +3.7% | 0.18% | $3,889,000 |
| Illumine Investment Management, LLC | 1.4% | 162,603 | +1.6% | 2.8% | $3,795,960 |
| Cetera Investment Advisers | 1.3% | 151,179 | -23% | 0% | $3,529,292 |
| Stratos Wealth Advisors, LLC | 0.66% | 75,879 | -5.9% | 0.09% | $1,771,399 |
| Tower Research Capital LLC (TRC) | 0.57% | 64,888 | +92% | 0.04% | $1,514,810 |
| SHEETS SMITH WEALTH MANAGEMENT | 0.51% | 59,092 | +1.2% | 0.15% | $1,379,503 |
| Creative Planning | 0.51% | 58,277 | -1.7% | 0% | $1,360,481 |
| TRUSTMARK BANK TRUST DEPARTMENT | 0.48% | 55,063 | -0.45% | 0.08% | $1,285,446 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.43% | 48,984 | -26% | 0.01% | $1,143,528 |
| Perigon Wealth Management, LLC | 0.42% | 48,050 | -5.9% | 0.02% | $1,121,727 |
| RESOLUTE CAPITAL, LLC | 0.42% | 47,975 | 0% | 0.47% | $1,119,965 |
| Lionshead Wealth Management, LLC | 0.42% | 47,885 | +59% | 0.84% | $1,117,870 |
| Westwood Wealth Management | 0.42% | 47,885 | 0.84% | $1,117,870 | |
| UMB Bank, n.a. | 0.4% | 45,805 | 0% | 0.01% | $1,069,318 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.38% | 43,180 | -12% | 0.05% | $1,008,053 |
| Summit Asset Management, LLC | 0.36% | 41,627 | +116% | 0.14% | $971,782 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,352,981 | $124,919,346 | -$211,277 | $23.34 | 72 |
| 2025 Q3 | 5,344,991 | $126,078,393 | -$11,516,176 | $23.59 | 71 |
| 2025 Q2 | 5,872,789 | $138,432,289 | -$17,278,081 | $23.56 | 70 |
| 2025 Q1 | 5,430,596 | $128,096,013 | +$27,896,492 | $23.61 | 66 |
| 2024 Q4 | 4,839,091 | $115,846,783 | +$61,601,331 | $23.93 | 65 |
| 2024 Q3 | 2,115,597 | $50,367,029 | +$495,942 | $23.80 | 46 |
| 2024 Q2 | 2,107,075 | $50,227,037 | +$4,476,600 | $23.83 | 45 |
| 2024 Q1 | 1,855,337 | $44,464,274 | +$8,470,547 | $23.96 | 30 |
| 2023 Q4 | 1,506,184 | $36,065,660 | +$416,081 | $23.93 | 26 |
| 2023 Q3 | 1,454,614 | $34,727,306 | +$3,112,900 | $23.88 | 26 |
| 2023 Q2 | 1,323,855 | $31,214,290 | +$12,534,450 | $23.57 | 25 |
| 2023 Q1 | 775,384 | $18,275,656 | -$8,835,911 | $23.57 | 22 |
| 2022 Q4 | 1,167,263 | $27,150,855 | +$3,779,126 | $23.23 | 18 |
| 2022 Q3 | 1,243,420 | $28,756,000 | -$274,413 | $23.12 | 16 |
| 2022 Q2 | 1,255,734 | $29,047,000 | +$6,247,201 | $23.12 | 14 |
| 2022 Q1 | 981,385 | $24,215,605 | +$5,547,244 | $24.68 | 15 |
| 2021 Q4 | 773,514 | $19,354,938 | +$348,367 | $25.02 | 12 |
| 2021 Q3 | 759,547 | $19,109,491 | -$5,929,629 | $25.16 | 11 |
| 2021 Q2 | 995,455 | $24,876,000 | +$24,133,083 | $24.99 | 5 |
| 2021 Q1 | 29,739 | $736,000 | -$105,704 | $24.74 | 3 |
| 2020 Q4 | 34,011 | $841,000 | -$1,448,009 | $24.72 | 3 |
| 2020 Q3 | 92,620 | $2,238,000 | +$12,284 | $24.16 | 3 |
| 2020 Q2 | 92,123 | $2,201,000 | -$1,234,825 | $23.89 | 2 |
| 2020 Q1 | 143,810 | $3,202,000 | +$1,131,484 | $22.27 | 2 |
| 2019 Q4 | 92,989 | $2,316,000 | +$1,182,869 | $24.91 | 1 |
| 2019 Q3 | 45,496 | $1,126,000 | -$70,066 | $24.75 | 1 |
| 2019 Q2 | 48,327 | $1,204,000 | +$1,204,000 | $24.91 | 1 |