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Who owns SEIXWhat SEIX owns — n/a

Who owns Virtus Seix Senior Loan ETF?

Institutional ownership of SEIX 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.

53

13F holders

$76.6M

value, 2026 filers

34.3%

of shares outstanding (3.7M sh)

13

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Destiny Wealth Partners, LLC582,615$13.5M1.9%5.4%-21.1%
2AE Wealth Management LLC443,753$10.3M0.0%4.1%+13.2%
3Ignite Planners, LLC366,866$8.5M1.2%3.4%+2.5%
4Cambridge Investment Research Advisors, Inc.358,252$8,2860.0%3.3%+120.7%
5AdvisorNet Financial, Inc299,727$6.9M0.3%2.8%+19.4%
6ENVESTNET ASSET MANAGEMENT INC262,619$6.1M0.0%2.4%-40.7%
7Foundations Investment Advisors, LLC191,365$4.4M0.0%1.8%-11.9%
8Cetera Investment Advisers133,921$3.1M0.0%1.2%-12.7%
9LPL Financial LLC110,582$2.6M0.0%1%+149.6%
10Tower Research Capital LLC (TRC)93,615$2.2M0.1%0.9%-51.3%
11Kovack Advisors, Inc.85,390$2.0M0.1%0.8%+365.4%
12Stratos Wealth Advisors, LLC74,918$1.7M0.1%0.7%+10.6%
13Western Wealth Management, LLCNEW74,675$1.7M0.1%0.7%new
14Creative Planning57,740$1.3M0.0%0.5%+1.0%
15ROYAL BANK OF CANADANEW56,820$1.3M0.0%0.5%new
16JANE STREET GROUP, LLC46,830$1.1M0.0%0.4%+42.4%
17OxenFree Capital LLC46,159$1.1M0.5%0.4%+13.6%
18NATIONS FINANCIAL GROUP INC, /IA/ /ADV38,545$891,5590.0%0.4%-7.0%
19OSAIC HOLDINGS, INC.32,566$753,2960.0%0.3%+22.5%
20Ameritas Advisory Services, LLC31,237$722,5060.0%0.3%+76.9%
21Pinnacle Financial Partners, Inc.26,724$618,1480.0%0.2%-33.5%
22INDEPENDENT FINANCIAL GROUP, LLC26,587$614,9570.0%0.2%-38.5%
23MML INVESTORS SERVICES, LLC23,705$548,3020.0%0.2%+18.2%
24Advyzon Investment Management, LLCNEW21,996$508,7700.0%0.2%new
25KESTRA PRIVATE WEALTH SERVICES, LLC21,689$501,6580.0%0.2%-37.3%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.