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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Navis Wealth Advisors, LlcBuy+203,966203,966$4.72MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+74,67574,675$1.73MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+56,82056,820$1.31MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-25,852-11.9%191,365$4.43MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+21,99621,996$508.77KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+20,24620,246$468.00KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+18,74018,740$433.46KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+16,54716,547$382.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+13,943+42.4%46,830$1.08MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+13,581+76.9%31,237$722.51KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Sell-13,483-33.5%26,724$618.15KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+9,9259,925$229.56KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+6,010+51.0%17,794$411.63KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,992+22.5%32,566$753.30KQ2 2026Aug 14, 2026
&PartnersBuy+623+6.8%9,825$227.25KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+448448$10.35KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+54+2.6%2,158$49.93KQ2 2026Aug 14, 2026
Cetera Investment AdvisersSell-19,438-12.7%133,921$3.10MQ2 2026Aug 12, 2026
Trustmark Bank Trust DepartmentBuy+15,75015,750$364.30KQ2 2026Aug 12, 2026
Tower Research Capital Llc (Trc)Sell-98,727-51.3%93,615$2.17MQ2 2026Aug 11, 2026
Pasadena Private Wealth, LlcBuy+41,46741,467$959.13KQ2 2026Aug 11, 2026
Stratos Wealth Advisors, LlcBuy+7,183+10.6%74,918$1.73MQ2 2026Aug 11, 2026
Allworth Financial LpBuy+1,091+22.6%5,911$136.73KQ2 2026Aug 11, 2026
Virtus Advisers, LlcBuy+39+88.6%83$1.92KQ2 2026Aug 11, 2026
Fiduciary Group, LlcSell-2,800-13.5%17,915$414.37KQ2 2026Aug 10, 2026
Drake & Associates, LlcSell-880-2.1%41,903$969.22KQ2 2026Aug 10, 2026
Destiny Wealth Partners, LlcSell-155,757-21.1%582,615$13.50MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+66,271+149.6%110,582$2.56MQ2 2026Aug 07, 2026
Guardian Capital, LlcBuy+12,90212,902$298.42KQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcSell-12,696-99.8%24$555.00Q2 2026Aug 07, 2026
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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.