VIRTUS TERRANOVA US QUAL MOM (JOET) Institutional Ownership Changes & 13F Activity

VIRTUS TERRANOVA US QUAL MOM (JOET). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Citadel Advisors Llc, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-9,731-39.6%14,844$687.06KQ2 2026Sep 02, 2026
Bank Of America CorpBuy+18,663+11.5%180,655$8.36MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-7,662-15.3%42,480$1.97MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-7,317-1.6%450,595$20.86MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-4,265-3.9%106,495$4.93MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+834834$38.60KQ2 2026Aug 14, 2026
O'Rourke & Company, IncBuy+465+3.9%12,459$576.67KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+347+0.6%55,443$2.57MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+180180$8.33KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+111111$5.16KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+103+0.5%21,418$991.00KQ2 2026Aug 14, 2026
Morgan StanleySell-42,631-6.3%639,031$29.58MQ2 2026Aug 13, 2026
Fmr LlcBuy+6,000+129.3%10,642$492.58KQ2 2026Aug 13, 2026
Ubs Group AgSell-1,462-75.2%482$22.31KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+165+1.0%17,002$786.94KQ2 2026Aug 13, 2026
Palumbo Wealth Management LlcSell-3,492-12.5%24,484$1.13MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-2,921-30.0%6,823$315.80KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,872+2.1%92,435$4.28MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+271271$12.43KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-10-0.1%19,101$884.09KQ2 2026Aug 12, 2026
Virtus Advisers, LlcSell-4-4.0%95$4.40KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+7,2087,208$333.62KQ2 2026Aug 10, 2026
Empirical Asset Management, LlcSell-519-5.1%9,650$446.63KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-33,870-8.0%391,401$18.12MQ2 2026Aug 07, 2026
Bleakley Financial Group, LlcBuy+569+2.1%28,302$1.31MQ2 2026Aug 05, 2026
Centerpoint Advisors, LlcBuy+369369$17.00KQ2 2026Aug 05, 2026
Fifth Third BancorpSell-7-0.1%5,848$270.68KQ2 2026Aug 05, 2026
Savvy Advisors, Inc.Sell-2,573-12.9%17,432$806.83KQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Sell-5,271-4.6%110,325$5.11KQ2 2026Jul 30, 2026
Dkm Wealth Management, Inc.Sell-177-2.3%7,594$351.49KQ2 2026Jul 30, 2026
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Frequently asked questions about JOET activity

  • Which institutional owners are buying JOET?

    Institutional owners buying JOET include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JOET activity?

    "Buy" means an investor increased their reported position in JOET compared to the prior reporting period. This reflects growing exposure to VIRTUS TERRANOVA US QUAL MOM (JOET) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JOET increasing?

    Institutional interest in JOET can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.