Who owns Virtus Seix Senior Loan ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SEIX from SEC Form 13F filings across 71 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, 71 institutions disclosed 4.8M shares of Virtus Seix Senior Loan ETF worth $113.8M — about 44% of shares outstanding; the largest disclosed holder is Destiny Wealth Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
71
13F holders
$113.8M
value, 2026 filers
44%
of shares outstanding (4.8M sh)
15
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 SEIX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Destiny Wealth Partners, LLC | 582,615 | $13.5M | 1.9% | 5.4% | -21.1% |
| 2 | AE Wealth Management LLC | 443,753 | $10.3M | 0.0% | 4.1% | +13.2% |
| 3 | Virtus Fixed Income Advisers, LLC | 386,766 | $8.9M | 5.6% | 3.6% | 0.0% |
| 4 | Ignite Planners, LLC | 366,866 | $8.5M | 1.2% | 3.4% | +2.5% |
| 5 | AdvisorNet Financial, Inc | 299,727 | $6.9M | 0.3% | 2.8% | +19.4% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 262,619 | $6.1M | 0.0% | 2.4% | -40.7% |
| 7 | Navis Wealth Advisors, LLCNEW | 203,966 | $4.7M | 1.8% | 1.9% | new |
| 8 | Foundations Investment Advisors, LLC | 191,365 | $4.4M | 0.0% | 1.8% | -11.9% |
| 9 | Cambridge Investment Research Advisors, Inc. | 179,126 | $4.1M | 0.0% | 1.7% | +10.3% |
| 10 | Cetera Investment Advisers | 133,921 | $3.1M | 0.0% | 1.2% | -12.7% |
| 11 | Cassady Wealth & Retirement Planning, LLC | 122,878 | $2.8M | 1.3% | 1.1% | +19.6% |
| 12 | LPL Financial LLC | 110,582 | $2.6M | 0.0% | 1% | +149.6% |
| 13 | Tower Research Capital LLC (TRC) | 93,615 | $2.2M | 0.1% | 0.9% | -51.3% |
| 14 | Kovack Advisors, Inc. | 85,390 | $2.0M | 0.1% | 0.8% | +365.4% |
| 15 | Stratos Wealth Advisors, LLC | 74,918 | $1.7M | 0.1% | 0.7% | +10.6% |
| 16 | Western Wealth Management, LLCNEW | 74,675 | $1.7M | 0.1% | 0.7% | new |
| 17 | RESOLUTE CAPITAL, LLC | 72,404 | $1.7M | 0.6% | 0.7% | +31.8% |
| 18 | SHEETS SMITH WEALTH MANAGEMENT | 58,460 | $1.4M | 0.1% | 0.5% | +0.2% |
| 19 | Creative Planning | 57,740 | $1.3M | 0.0% | 0.5% | +1.0% |
| 20 | ROYAL BANK OF CANADANEW | 56,820 | $1.3M | 0.0% | 0.5% | new |
| 21 | JANE STREET GROUP, LLC | 46,830 | $1.1M | 0.0% | 0.4% | +42.4% |
| 22 | OxenFree Capital LLC | 46,159 | $1.1M | 0.5% | 0.4% | +13.6% |
| 23 | UMB Bank, n.a. | 45,805 | $1.1M | 0.0% | 0.4% | 0.0% |
| 24 | Argent Trust Co | 44,035 | $1.0M | 0.0% | 0.4% | +23.2% |
| 25 | Drake & Associates, LLC | 41,903 | $969,216 | 0.2% | 0.4% | -2.1% |
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.