VIRTUS SEIX SENIOR LOAN ETF (SEIX) Institutional Ownership Changes & 13F Activity
VIRTUS SEIX SENIOR LOAN ETF (SEIX). 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 Navis Wealth Advisors, Llc, Destiny Wealth Partners, Llc, Tower Research Capital Llc (Trc), Western Wealth Management, Llc, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Navis Wealth Advisors, Llc | Buy | +203,966 | — | 203,966 | $4.72M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +74,675 | — | 74,675 | $1.73M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +56,820 | — | 56,820 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -25,852 | -11.9% | 191,365 | $4.43M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +21,996 | — | 21,996 | $508.77K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +20,246 | — | 20,246 | $468.00K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +18,740 | — | 18,740 | $433.46K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +16,547 | — | 16,547 | $382.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +13,943 | +42.4% | 46,830 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +13,581 | +76.9% | 31,237 | $722.51K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -13,483 | -33.5% | 26,724 | $618.15K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +9,925 | — | 9,925 | $229.56K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +6,010 | +51.0% | 17,794 | $411.63K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,992 | +22.5% | 32,566 | $753.30K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +623 | +6.8% | 9,825 | $227.25K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +448 | — | 448 | $10.35K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +54 | +2.6% | 2,158 | $49.93K | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | Sell | -19,438 | -12.7% | 133,921 | $3.10M | Q2 2026 | Aug 12, 2026 |
| Trustmark Bank Trust Department | Buy | +15,750 | — | 15,750 | $364.30K | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -98,727 | -51.3% | 93,615 | $2.17M | Q2 2026 | Aug 11, 2026 |
| Pasadena Private Wealth, Llc | Buy | +41,467 | — | 41,467 | $959.13K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, Llc | Buy | +7,183 | +10.6% | 74,918 | $1.73M | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +1,091 | +22.6% | 5,911 | $136.73K | Q2 2026 | Aug 11, 2026 |
| Virtus Advisers, Llc | Buy | +39 | +88.6% | 83 | $1.92K | Q2 2026 | Aug 11, 2026 |
| Fiduciary Group, Llc | Sell | -2,800 | -13.5% | 17,915 | $414.37K | Q2 2026 | Aug 10, 2026 |
| Drake & Associates, Llc | Sell | -880 | -2.1% | 41,903 | $969.22K | Q2 2026 | Aug 10, 2026 |
| Destiny Wealth Partners, Llc | Sell | -155,757 | -21.1% | 582,615 | $13.50M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +66,271 | +149.6% | 110,582 | $2.56M | Q2 2026 | Aug 07, 2026 |
| Guardian Capital, Llc | Buy | +12,902 | — | 12,902 | $298.42K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Sell | -12,696 | -99.8% | 24 | $555.00 | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about SEIX activity
Which institutional owners are buying SEIX?
Institutional owners buying SEIX 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 SEIX activity?
"Buy" means an investor increased their reported position in SEIX compared to the prior reporting period. This reflects growing exposure to VIRTUS SEIX SENIOR LOAN ETF (SEIX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SEIX increasing?
Institutional interest in SEIX 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.