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Virtus Seix Senior Loan ETF (SEIX)

CUSIP: 92790A405 | NYSE | 156 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.1,365,75410.8%−209,807Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.1,365,754
10.8% of class · Sep 30, 2026−209,807
No 13F filer matched

Institutional Holders — Q3 2026

Sound Income Strategies, LLC1,191,584
1.2% of portfolio›$27.6M
Destiny Wealth Partners, LLC752,350
1.8% of portfolio›$17.3M
AdvisorNet Financial, Inc318,037
0.3% of portfolio›$7.4M
Cambridge Investment Research Advisors, Inc.216,898
0.0% of portfolio›$5.0K
Ignite Planners, LLC192,150
0.6% of portfolio›$4.5M
Thrivent Financial for Lutherans150,639
0.0% of portfolio›$3.5K
Synergy Asset Management, LLC115,515
0.2% of portfolio›$2.7M
Blue Jean Financial LLC75,518
1.1% of portfolio›$1.8M
Sheets Smith Wealth Management57,587
0.1% of portfolio›$1.3M
Creative Planning48,422
0.0% of portfolio›$1.1M
Lionshead Wealth Management, LLC47,485
0.7% of portfolio›$1.1M
OxenFree Capital LLC45,842
0.5% of portfolio›$1.1M
James Investment Research, Inc.43,945
0.1% of portfolio›$1.0M
Nations Financial Group Inc,42,091
0.0% of portfolio›$975.7K
Tactive Advisors, LLC34,631
0.2% of portfolio›$802.7K
Summit Asset Management, LLC32,936
0.1% of portfolio›$763.5K
Wealthstar Advisors, LLC28,153
0.2% of portfolio›$652.6K
Independent Financial Group, LLC25,687
0.0% of portfolio›$595.4K
Perigon Wealth Management, LLC18,500
0.0% of portfolio›$428.8K
Prospera Financial Services Inc17,612
0.0% of portfolio›$405.1K
Kestra Private Wealth Services, LLC16,456
0.0% of portfolio›$381.4K
Commonwealth Equity Services, LLC13,811
0.0% of portfolio›$320.2K
International Assets Investment Management, LLC12,550
0.0% of portfolio›$290.3K
IFP Advisors, Inc10,734
0.0% of portfolio›$248.8K
Cornerstone Planning Group LLC10,514
0.0% of portfolio›$243.8K
Lanark Financial, Inc.5,130
0.0% of portfolio›$118.9K
US Bancorp \de\3,814
0.0% of portfolio›$88.4K
Parallel Advisors, LLC703
0.0% of portfolio›$16.3K
Decker Retirement Planning Inc.455
0.0% of portfolio›$10.5K
Latitude Advisors, LLC447
0.0% of portfolio›$10.4K
Quest 10 Wealth Builders, Inc.387
0.0% of portfolio›$9.0K
First Command Advisory Services, Inc.162
0.0% of portfolio›$3.8K
Elevated Capital Advisors, LLC92
0.0% of portfolio›$2.1K
Rossby Financial, LCC87
0.0% of portfolio›$2.0K
Fifth Third Bancorp47
0.0% of portfolio›$1.1K
Key Capital Management, Inc45
0.0% of portfolio›$1.0K
Tounjian Advisory Partners, LLC24
0.0% of portfolio›$556
Kingdom Financial Group Llc.20
0.0% of portfolio›$468
Illumine Investment Management, LLC0
2.8% of portfolio›$4.0M
StyleTurnoverLocationFiled
Sound Income Strategies, LLC
1,191,584$27.6M1.2%YieldMediumFt Lauderdale, FL2026-10-09
Destiny Wealth Partners, LLC
752,350$17.3M1.8%ETFMediumTavares, FL2026-11-05
AdvisorNet Financial, Inc
318,037$7.4M0.3%ETFLowMinnetonka, MN2026-10-15
Cambridge Investment Research Advisors, Inc.
216,898$5.0K0.0%ETFLowFairfield, IA2026-11-02
Ignite Planners, LLC
192,150$4.5M0.6%CoreLowSan Clemente, CA2026-10-14
Thrivent Financial for Lutherans
150,639$3.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Synergy Asset Management, LLC
115,515$2.7M0.2%GrowthHighVancouver, WA2026-11-05
Blue Jean Financial LLC
75,518$1.8M1.1%GrowthVery HighAlbany, NY2026-10-20
Sheets Smith Wealth Management
57,587$1.3M0.1%CoreLowWinston-Salem, NC2026-10-16
Creative Planning
48,422$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Lionshead Wealth Management, LLC
47,485$1.1M0.7%ETFLowNew York, NY2026-10-21
OxenFree Capital LLC
45,842$1.1M0.5%N/ALowMelbourne, FL2026-10-07
James Investment Research, Inc.
43,945$1.0M0.1%CoreLowAlpha, OH2026-10-22
Nations Financial Group Inc,
42,091$975.7K0.0%CoreLowCedar Rapids, IA2026-11-05
Tactive Advisors, LLC
34,631$802.7K0.2%ETFHighJacksonville, FL2026-10-08
Summit Asset Management, LLC
32,936$763.5K0.1%ETFLowMemphis, TN2026-11-05
Wealthstar Advisors, LLC
28,153$652.6K0.2%ETFMediumPlano, TX2026-10-19
Independent Financial Group, LLC
25,687$595.4K0.0%GrowthLowSan Diego, CA2026-10-13
Perigon Wealth Management, LLC
18,500$428.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Prospera Financial Services Inc
17,612$405.1K0.0%CoreMediumDallas, TX2026-11-04
Kestra Private Wealth Services, LLC
16,456$381.4K0.0%GrowthLowAustin, TX2026-10-30
Commonwealth Equity Services, LLC
13,811$320.2K0.0%ETFLowWaltham, MA2026-11-02
International Assets Investment Management, LLC
12,550$290.3K0.0%CoreVery HighOrlando, FL2026-11-02
IFP Advisors, Inc
10,734$248.8K0.0%GrowthLowTampa, FL2026-10-16
Cornerstone Planning Group LLC
10,514$243.8K0.0%ETFMediumFairfield, NJ2026-10-16
Lanark Financial, Inc.
5,130$118.9K0.0%CoreMediumBirmingham, AL2026-10-26
US Bancorp \de\
3,814$88.4K0.0%IndexLowMinneapolis, MN2026-11-05
Parallel Advisors, LLC
703$16.3K0.0%IndexLowSan Francisco, CA2026-11-03
Decker Retirement Planning Inc.
455$10.5K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Latitude Advisors, LLC
447$10.4K0.0%ETFLowYorkville, IL2026-10-27
Quest 10 Wealth Builders, Inc.
387$9.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
First Command Advisory Services, Inc.
162$3.8K0.0%IndexLowFort Worth, TX2026-11-05
Elevated Capital Advisors, LLC
92$2.1K0.0%ETFMediumSandy, UT2026-11-04
Rossby Financial, LCC
87$2.0K0.0%ETFMediumMelbourne, FL2026-11-05
Fifth Third Bancorp
47$1.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Key Capital Management, Inc
45$1.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Tounjian Advisory Partners, LLC
24$5560.0%GrowthHighFort Myers, FL2026-11-04
Kingdom Financial Group Llc.
20$4680.0%ETFMediumPeoria, AZ2026-11-04
Illumine Investment Management, LLC
0$4.0M2.8%Agg GrowthVery LowPoulsbo, WA2026-10-22