Who owns Virtus Terranova U.S. Quality Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JOET from SEC Form 13F filings across 53 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 53 institutions disclosed 2.7M shares of Virtus Terranova U.S. Quality Momentum ETF worth $125.4M — about 50.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
53
13F holders
$125.4M
value, 2026 filers
50.3%
of shares outstanding (2.7M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JOET's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 639,031 | $29.6M | 0.0% | 11.9% | -6.3% |
| 2 | WELLS FARGO & COMPANY/MN | 450,595 | $20.9M | 0.0% | 8.4% | -1.6% |
| 3 | LPL Financial LLC | 391,401 | $18.1M | 0.0% | 7.3% | -8.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 180,655 | $8.4M | 0.0% | 3.4% | +11.5% |
| 5 | Cambridge Investment Research Advisors, Inc. | 110,325 | $5.1M | 0.0% | 2% | -4.6% |
| 6 | Main Street Financial Solutions, LLCNEW | 110,118 | $5.1M | 0.3% | 2% | new |
| 7 | RAYMOND JAMES FINANCIAL INC | 106,495 | $4.9M | 0.0% | 2% | -3.9% |
| 8 | Cassady Wealth & Retirement Planning, LLC | 96,521 | $4.5M | 2.1% | 1.8% | +13.5% |
| 9 | NewEdge Advisors, LLC | 92,435 | $4.3M | 0.0% | 1.7% | +2.1% |
| 10 | OSAIC HOLDINGS, INC. | 55,443 | $2.6M | 0.0% | 1% | +0.6% |
| 11 | Apeiron RIA LLC | 52,977 | $2.5M | 0.6% | 1% | -8.8% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,480 | $2.0M | 0.0% | 0.8% | -15.3% |
| 13 | Total Clarity Wealth Management, Inc. | 42,418 | $2.0M | 0.4% | 0.8% | -7.2% |
| 14 | Wealth Management Partners, LLC | 40,009 | $1.9M | 0.4% | 0.7% | -24.8% |
| 15 | Institute for Wealth Management, LLC. | 36,312 | $1.7M | 0.1% | 0.7% | -1.2% |
| 16 | Bleakley Financial Group, LLC | 28,302 | $1.3M | 0.0% | 0.5% | +2.1% |
| 17 | Palumbo Wealth Management LLC | 24,484 | $1.1M | 0.2% | 0.5% | -12.5% |
| 18 | ROYAL BANK OF CANADA | 21,418 | $991,000 | 0.0% | 0.4% | +0.5% |
| 19 | HARBOUR INVESTMENTS, INC. | 19,101 | $884,092 | 0.0% | 0.4% | -0.1% |
| 20 | Savvy Advisors, Inc. | 17,432 | $806,831 | 0.0% | 0.3% | -12.9% |
| 21 | Rockefeller Capital Management L.P. | 17,002 | $786,939 | 0.0% | 0.3% | +1.0% |
| 22 | CITADEL ADVISORS LLC | 14,844 | $687,056 | 0.0% | 0.3% | -39.6% |
| 23 | Creative Planning | 13,116 | $607,074 | 0.0% | 0.2% | +11.4% |
| 24 | O'ROURKE & COMPANY, Inc | 12,459 | $576,673 | 0.2% | 0.2% | +3.9% |
| 25 | RITHOLTZ WEALTH MANAGEMENT | 12,250 | $566,992 | 0.0% | 0.2% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.