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Virtus Terranova US Qual MOM (JOET)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares366,343 from 391,401
Change-25,058 (-6%)
Value$16.5M (-$1.6M)
Filed 2026-11-06
Apeiron RIA LLC
INCREASED
Shares53,395 from 52,977
Change+418 (+1%)
Value$2.4M (-$28.5K)
Filed 2026-10-08
Total Clarity Wealth Management, Inc.
DECREASED
Shares41,816 from 42,418
Change-602 (-1%)
Value$1.9M (-$80.3K)
Filed 2026-10-26
Wealth Management Partners, LLC
INCREASED
Shares41,012 from 40,009
Change+1,003 (+3%)
Value$1.8M (-$5.1K)
Filed 2026-10-21
Institute for Wealth Management, Llc.
DECREASED
Shares36,012 from 36,312
Change-300 (-1%)
Value$1.6M (-$59.1K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,856 from 110,325
Change-84,469 (-77%)
Value$1.2K (-$5.1M)
Filed 2026-11-02
Harbour Investments, Inc.
INCREASED
Shares19,167 from 19,101
Change+66 (+0%)
Value$863.1K (-$21.0K)
Filed 2026-11-09
Creative Planning
UNCHANGED
Shares13,116 from 13,116
Change0 (0%)
Value$590.6K (-$16.5K)
Filed 2026-11-02
Mlp3, LLC
UNCHANGED
Shares8,788 from 8,788
Change0 (0%)
Value$395.7K (-$11.0K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares7,961 from 6,556
Change+1,405 (+21%)
Value$358.5K (+$55.0K)
Filed 2026-11-06
DKM Wealth Management, Inc.
DECREASED
Shares7,387 from 7,594
Change-207 (-3%)
Value$332.6K (-$18.9K)
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares5,760 from 5,848
Change-88 (-1%)
Value$259.4K (-$11.3K)
Filed 2026-11-05
Triumph Capital Management
DECREASED
Shares5,394 from 8,782
Change-3,388 (-39%)
Value$242.9K (-$163.6K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED
Shares2,729 from 2,946
Change-217 (-7%)
Value$122.9K (-$13.5K)
Filed 2026-10-23
Hickory Point Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$45.0K (-$1.3K)
Filed 2026-10-01
IFG Advisory, LLC
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$37.6K (-$1.0K)
Filed 2026-11-09
Root Financial Partners, LLC
NEW
Shares491
Change+491
Value$22.1K
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$18.0K (-$502)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares395 from 401
Change-6 (-1%)
Value$17.8K (-$776)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$16.9K (-$471)
Filed 2026-10-30
Virtus Advisers, LLC
INCREASED
Shares103 from 95
Change+8 (+8%)
Value$4.6K (+$241)
Filed 2026-11-09
Nova Financial LLC
NEW
Shares67
Change+67
Value$3.0K
Filed 2026-11-04
Davidson Capital Management Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$361 (-$10)
Filed 2026-10-15
Ritholtz Wealth Management
CLOSED
Shares0 from 12,250
Change-12,250 (-100%)
Value$0 (-$567.0K)
Filed 2026-11-05
Clearview Wealth Management LLC
CLOSED
Shares0 from 4,331
Change-4,331 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-16
Centerpoint Advisors, LLC
CLOSED
Shares0 from 369
Change-369 (-100%)
Value$0 (-$17.0K)
Filed 2026-11-05
Mcdonald Partners LLC
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-03
Farther Finance Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$231)
Filed 2026-10-08
Morgan Stanley
N/A
Shares— from 639,031
Change-639,031 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 450,595
Change-450,595 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 180,655
Change-180,655 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 110,118
Change-110,118 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 106,495
Change-106,495 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 96,521
Change-96,521 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 92,435
Change-92,435 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 55,443
Change-55,443 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 42,480
Change-42,480 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 28,302
Change-28,302 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 24,484
Change-24,484 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,418
Change-21,418 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,432
Change-17,432 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,002
Change-17,002 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,844
Change-14,844 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 12,459
Change-12,459 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,642
Change-10,642 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,208
Change-7,208 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,823
Change-6,823 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
UBS Group AG
N/A
Shares— from 482
Change-482 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 271
Change-271 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 180
Change-180 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED366,343391,401-25,058-6%$18.1M$16.5M-$1.6M2026-11-06
Apeiron RIA LLC
INCREASED53,39552,977+418+1%$2.5M$2.4M-$28.5K2026-10-08
Total Clarity Wealth Management, Inc.
DECREASED41,81642,418-602-1%$2.0M$1.9M-$80.3K2026-10-26
Wealth Management Partners, LLC
INCREASED41,01240,009+1,003+3%$1.9M$1.8M-$5.1K2026-10-21
Institute for Wealth Management, Llc.
DECREASED36,01236,312-300-1%$1.7M$1.6M-$59.1K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED25,856110,325-84,469-77%$5.1M$1.2K-$5.1M2026-11-02
Harbour Investments, Inc.
INCREASED19,16719,101+66+0%$884.1K$863.1K-$21.0K2026-11-09
Creative Planning
UNCHANGED13,11613,11600%$607.1K$590.6K-$16.5K2026-11-02
Mlp3, LLC
UNCHANGED8,7888,78800%$406.8K$395.7K-$11.0K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED7,9616,556+1,405+21%$303.4K$358.5K+$55.0K2026-11-06
DKM Wealth Management, Inc.
DECREASED7,3877,594-207-3%$351.5K$332.6K-$18.9K2026-10-09
Fifth Third Bancorp
DECREASED5,7605,848-88-1%$270.7K$259.4K-$11.3K2026-11-05
Triumph Capital Management
DECREASED5,3948,782-3,388-39%$406.5K$242.9K-$163.6K2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED2,7292,946-217-7%$136.3K$122.9K-$13.5K2026-10-23
Hickory Point Bank & Trust
UNCHANGED1,0001,00000%$46.3K$45.0K-$1.3K2026-10-01
IFG Advisory, LLC
UNCHANGED83483400%$38.6K$37.6K-$1.0K2026-11-09
Root Financial Partners, LLC
NEW491—+491——$22.1K—2026-10-21
US Bancorp \de\
UNCHANGED40040000%$18.5K$18.0K-$5022026-11-05
Creative Financial Designs Inc
DECREASED395401-6-1%$18.6K$17.8K-$7762026-11-04
Spire Wealth Management
UNCHANGED37537500%$17.4K$16.9K-$4712026-10-30
Virtus Advisers, LLC
INCREASED10395+8+8%$4.4K$4.6K+$2412026-11-09
Nova Financial LLC
NEW67—+67——$3.0K—2026-11-04
Davidson Capital Management Inc.
UNCHANGED8800%$371$361-$102026-10-15
Ritholtz Wealth Management
CLOSED012,250-12,250-100%$567.0K$0-$567.0K2026-11-05
Clearview Wealth Management LLC
CLOSED04,331-4,331-100%$200.5K$0-$200.5K2026-10-16
Centerpoint Advisors, LLC
CLOSED0369-369-100%$17.0K$0-$17.0K2026-11-05
Mcdonald Partners LLC
CLOSED099-99-100%$4.6K$0-$4.6K2026-11-03
Farther Finance Advisors, LLC
CLOSED05-5-100%$231$0-$2312026-10-08
Morgan Stanley
N/A—639,031-639,031-100%$29.6M———
Wells Fargo & Company
N/A—450,595-450,595-100%$20.9M———
Bank of America Corp
N/A—180,655-180,655-100%$8.4M———
Main Street Financial Solutions, LLC
N/A—110,118-110,118-100%$5.1M———
Raymond James Financial Inc
N/A—106,495-106,495-100%$4.9M———
Cassady Wealth & Retirement Planning, LLC
N/A—96,521-96,521-100%$4.5M———
NewEdge Advisors, LLC
N/A—92,435-92,435-100%$4.3M———
Osaic Holdings, Inc.
N/A—55,443-55,443-100%$2.6M———
Susquehanna International Group, LLP
N/A—42,480-42,480-100%$2.0M———
Bleakley Financial Group, LLC
N/A—28,302-28,302-100%$1.3M———
Palumbo Wealth Management LLC
N/A—24,484-24,484-100%$1.1M———
Royal Bank of Canada
N/A—21,418-21,418-100%$991.0K———
Savvy Advisors, Inc.
N/A—17,432-17,432-100%$806.8K———
Rockefeller Capital Management L.P.
N/A—17,002-17,002-100%$786.9K———
Citadel Advisors LLC
N/A—14,844-14,844-100%$687.1K———
O'rourke & Company, Inc
N/A—12,459-12,459-100%$576.7K———
FMR LLC
N/A—10,642-10,642-100%$492.6K———
Empirical Asset Management, LLC
N/A—9,650-9,650-100%$446.6K———
Arax Advisory Partners
N/A—7,208-7,208-100%$333.6K———
Cetera Investment Advisers
N/A—6,823-6,823-100%$315.8K———
Northwestern Mutual Wealth Management Co
N/A—3,492-3,492-100%$161.6K———
Steward Partners Investment Advisory, LLC
N/A—1,403-1,403-100%$64.9K———
Smartleaf Asset Management LLC
N/A—1,031-1,031-100%$47.3K———
UBS Group AG
N/A—482-482-100%$22.3K———
JPMorgan Chase & Co
N/A—271-271-100%$12.4K———
Fiduciary Financial Advisors
N/A—180-180-100%$8.3K———
Ameritas Advisory Services, LLC
N/A—111-111-100%$5.2K———
Huntington National Bank
N/A—1-1-100%$46———
Showing 56 of 56 institutions