Who Owns JOET?
Virtus Terranova U.S. Quality Momentum ETF — Institutional Ownership & 13F Holdings
$42.76
+0.52 (+1.24%)
Market Cap
$241.2M
Shares Outstanding
5,166,515
Institutional Holders
35
Total Inst. Value
$64.4M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
13
Closed Positions
5
Increased
14
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $11.6M | 318,312 |
| 2 | WELLS FARGO & COMPANY/MN | $11.1M | 302,457 |
| 3 | BANK OF AMERICA CORP /DE/ | $7.6M | 208,316 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $4.7M | 128 |
| 5 | NewEdge Advisors, LLC | $4.5M | 123,478 |
| 6 | RAYMOND JAMES FINANCIAL INC | $4.2M | 116,051 |
| 7 | Main Street Financial Solutions, LLC | $3.3M | 90,011 |
| 8 | Total Clarity Wealth Management, Inc.New | $2.4M | 64,408 |
| 9 | Empirical Asset Management, LLCNew | $2.3M | 62,778 |
| 10 | OSAIC HOLDINGS, INC. | $2.2M | 59,313 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +142K | $11.6M |
| WELLS FARGO & COMPANY/MN | +38K | $11.1M |
| BANK OF AMERICA CORP /DE/ | +125K | $7.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +128 | $4.7M |
| NewEdge Advisors, LLC | +67K | $4.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -31K | $298K |
| OSAIC HOLDINGS, INC. | -21K | $2.2M |
| LPL Financial LLC | -2K | $5K |
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Frequently Asked Questions
How many institutional investors hold JOET?
As of Q1 2025, 35 institutional investors report holding JOET (Virtus Terranova U.S. Quality Momentum ETF) in their 13F filings.
Which hedge fund owns the most JOET?
The largest institutional holder of JOET is MORGAN STANLEY with $11.6M in shares.
Are institutions buying or selling JOET?
This quarter, 13 institutions opened new positions in JOET and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.