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Virtus Terranova US Qual MOM (JOET)

CUSIP: 92790A504 | NYSE | 119 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Apeiron RIA LLC53,395
0.6% of portfolio›$2.4M
Total Clarity Wealth Management, Inc.41,816
0.4% of portfolio›$1.9M
Wealth Management Partners, LLC41,012
0.4% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.25,856
0.0% of portfolio›$1.2K
Creative Planning13,116
0.0% of portfolio›$590.6K
Mlp3, LLC8,788
0.3% of portfolio›$395.7K
Kestra Private Wealth Services, LLC7,961
0.0% of portfolio›$358.5K
DKM Wealth Management, Inc.7,387
0.2% of portfolio›$332.6K
Fifth Third Bancorp5,760
0.0% of portfolio›$259.4K
Triumph Capital Management5,394
0.0% of portfolio›$242.9K
Dhjj Financial Advisors, Ltd.2,729
0.0% of portfolio›$122.9K
Hickory Point Bank & Trust1,000
0.0% of portfolio›$45.0K
Root Financial Partners, LLC491
0.0% of portfolio›$22.1K
US Bancorp \de\400
0.0% of portfolio›$18.0K
Creative Financial Designs Inc395
0.0% of portfolio›$17.8K
Spire Wealth Management375
0.0% of portfolio›$16.9K
Nova Financial LLC67
0.0% of portfolio›$3.0K
Davidson Capital Management Inc.8
0.0% of portfolio›$361
StyleTurnoverLocationFiled
Apeiron RIA LLC
53,395$2.4M0.6%ETFMediumDallas, TX2026-10-08
Total Clarity Wealth Management, Inc.
41,816$1.9M0.4%ETFMediumSt. Charles, IL2026-10-26
Wealth Management Partners, LLC
41,012$1.8M0.4%Agg GrowthLowTucson, AZ2026-10-21
Cambridge Investment Research Advisors, Inc.
25,856$1.2K0.0%ETFLowFairfield, IA2026-11-02
Creative Planning
13,116$590.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Mlp3, LLC
8,788$395.7K0.3%CoreVery LowLinwood, NJ2026-10-22
Kestra Private Wealth Services, LLC
7,961$358.5K0.0%GrowthLowAustin, TX2026-10-30
DKM Wealth Management, Inc.
7,387$332.6K0.2%YieldVery LowStockton, CA2026-10-09
Fifth Third Bancorp
5,760$259.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Triumph Capital Management
5,394$242.9K0.0%ETFMediumDenver, CO2026-10-14
Dhjj Financial Advisors, Ltd.
2,729$122.9K0.0%ETFVery LowNaperville, IL2026-10-23
Hickory Point Bank & Trust
1,000$45.0K0.0%CoreVery LowDecatur, IL2026-10-01
Root Financial Partners, LLC
491$22.1K0.0%ETFMediumEncinitas, CA2026-10-21
US Bancorp \de\
400$18.0K0.0%IndexLowMinneapolis, MN2026-11-05
Creative Financial Designs Inc
395$17.8K0.0%ETFMediumKokomo, IN2026-11-04
Spire Wealth Management
375$16.9K0.0%GrowthMediumMclean, VA2026-10-30
Nova Financial LLC
67$3.0K0.0%N/AN/ATucson, AZ2026-11-04
Davidson Capital Management Inc.
8$3610.0%GrowthMediumCorpus Christi, TX2026-10-15