JOET Institutional Ownership & Shareholders
VIRTUS TERRANOVA US QUAL MOM (JOET) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $114.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of JOET tracked by InsiderSet, reporting ownership valued at approximately $29.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.94M, representing an estimated loss of -2.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed JOET value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VIRTUS TERRANOVA US QUAL MOM (JOET).
This page ranks the largest institutional JOET shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
50
Total Reported Value
$114.92M
Largest Holder
Morgan Stanley
Largest Position
$29.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 639,031 | $29,577,643 | $28,941,714 | -$635,929 | -2.15% | |
| Wells Fargo & Company/Mn | 0.00% | 450,595 | $20,855,835 | $20,407,448 | -$448,387 | -2.15% | |
| Lpl Financial Llc | 0.00% | 391,401 | $18,116,011 | $17,726,551 | -$389,460 | -2.15% | |
| Bank Of America Corp | 0.00% | 180,655 | $8,361,617 | $8,181,865 | -$179,752 | -2.15% | |
| Raymond James Financial Inc | 0.00% | 106,495 | $4,929,162 | $4,823,159 | -$106,003 | -2.15% | |
| Cassady Wealth & Retirement Planning, Llc | 2.08% | 96,521 | $4,467,478 | $4,371,436 | -$96,042 | -2.15% | |
| Newedge Advisors, Llc | 0.01% | 92,435 | $4,278,364 | $4,186,381 | -$91,983 | -2.15% | |
| Osaic Holdings, Inc. | 0.00% | 55,443 | $2,566,213 | $2,511,013 | -$55,200 | -2.15% | |
| Apeiron Ria Llc | 0.55% | 53,395 | $2,423,588 | $2,418,260 | -$5,328 | -0.22% | |
| Susquehanna International Group, Llp | 0.00% | 42,480 | $1,966,191 | $1,923,919 | -$42,272 | -2.15% | |
| Total Clarity Wealth Management, Inc. | 0.37% | 41,816 | $1,882,974 | $1,893,847 | +$10,873 | +0.58% | |
| Wealth Management Partners, Llc | 0.43% | 41,012 | $1,846,770 | $1,857,433 | +$10,663 | +0.58% | |
| Institute For Wealth Management, Llc. | 0.15% | 36,312 | $1,680,705 | $1,644,570 | -$36,135 | -2.15% | |
| Bleakley Financial Group, Llc | 0.02% | 28,302 | $1,309,961 | $1,281,798 | -$28,163 | -2.15% | |
| Palumbo Wealth Management Llc | 0.24% | 24,484 | $1,133,262 | $1,108,880 | -$24,382 | -2.15% | |
| Royal Bank Of Canada | 0.00% | 21,418 | $991,000 | $970,021 | -$20,979 | -2.12% | |
| Harbour Investments, Inc. | 0.01% | 19,101 | $884,092 | $865,084 | -$19,008 | -2.15% | |
| Savvy Advisors, Inc. | 0.02% | 17,432 | $806,831 | $789,495 | -$17,336 | -2.15% | |
| Rockefeller Capital Management L.P. | 0.00% | 17,002 | $786,939 | $770,021 | -$16,918 | -2.15% | |
| Citadel Advisors Llc | 0.00% | 14,844 | $687,056 | $672,285 | -$14,771 | -2.15% | |
| O'Rourke & Company, Inc | 0.20% | 12,459 | $576,673 | $564,268 | -$12,405 | -2.15% | |
| Ritholtz Wealth Management | 0.01% | 12,250 | $566,992 | $554,803 | -$12,190 | -2.15% | |
| Fmr Llc | 0.00% | 10,642 | $492,578 | $481,976 | -$10,602 | -2.15% | |
| Empirical Asset Management, Llc | 0.10% | 9,650 | $446,631 | $437,049 | -$9,583 | -2.15% | |
| Mlp3, Llc | 0.34% | 8,788 | $395,732 | $398,009 | +$2,277 | +0.58% | |
| Kestra Private Wealth Services, Llc | 0.00% | 7,961 | $358,484 | $360,554 | +$2,070 | +0.58% | |
| Arax Advisory Partners | 0.00% | 7,208 | $333,624 | $326,450 | -$7,174 | -2.15% | |
| Dkm Wealth Management, Inc. | 0.21% | 7,387 | $332,637 | $334,557 | +$1,920 | +0.58% | |
| Cetera Investment Advisers | 0.00% | 6,823 | $315,802 | $309,014 | -$6,788 | -2.15% | |
| Fifth Third Bancorp | 0.00% | 5,848 | $270,675 | $264,856 | -$5,819 | -2.15% | |
| Triumph Capital Management | 0.04% | 5,394 | $242,892 | $244,294 | +$1,402 | +0.58% | |
| Dhjj Financial Advisors, Ltd. | 0.04% | 2,729 | $122,866 | $123,596 | +$730 | +0.59% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,403 | $64,938 | $63,542 | -$1,396 | -2.15% | |
| Smartleaf Asset Management Llc | 0.00% | 1,031 | $47,292 | $46,694 | -$598 | -1.26% | |
| Hickory Point Bank & Trust | 0.03% | 1,000 | $45,030 | $45,290 | +$260 | +0.58% | |
| Ifg Advisory, Llc | 0.00% | 834 | $38,602 | $37,772 | -$830 | -2.15% | |
| Ubs Group Ag | 0.00% | 482 | $22,309 | $21,830 | -$479 | -2.15% | |
| Creative Financial Designs Inc | 0.00% | 401 | $18,578 | $18,161 | -$417 | -2.24% | |
| Us Bancorp \De\ | 0.00% | 400 | $18,514 | $18,116 | -$398 | -2.15% | |
| Centerpoint Advisors, Llc | 0.00% | 369 | $17,000 | $16,712 | -$288 | -1.69% | |
| Spire Wealth Management | 0.00% | 375 | $16,886 | $16,984 | +$98 | +0.58% | |
| Jpmorgan Chase & Co | 0.00% | 271 | $12,431 | $12,274 | -$157 | -1.27% | |
| Action Point Financial Planning, Llc | 0.00% | 180 | $8,332 | $8,152 | -$180 | -2.16% | |
| Ameritas Advisory Services, Llc | 0.00% | 111 | $5,160 | $5,027 | -$133 | -2.57% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 110,325 | $5,106 | $4,996,619 | +$4,991,513 | +97757.80% | |
| Mcdonald Partners Llc | 0.00% | 99 | $4,582 | $4,484 | -$98 | -2.15% | |
| Virtus Advisers, Llc | 0.00% | 95 | $4,397 | $4,303 | -$94 | -2.15% | |
| Davidson Capital Management Inc. | 0.00% | 8 | $361 | $362 | +$1 | +0.37% | |
| Huntington National Bank | 0.00% | 1 | $46 | $45 | -$1 | -1.54% |
Frequently asked questions about JOET
Who are the largest institutional holders of JOET?
The largest institutional holders of JOET reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, Bank Of America Corp, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported JOET position.
What is JOET institutional ownership?
This page tracks JOET positions reported by institutional investment managers through SEC Form 13F. VIRTUS TERRANOVA US QUAL MOM (JOET) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JOET?
InsiderSet currently tracks 50 institutional managers reporting JOET holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JOET shareholders.
How much JOET stock do institutions own?
Institutional investment managers disclosed approximately $114.92M in JOET holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JOET institutional ownership last updated?
The latest JOET institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JOET holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JOET position after the reporting date.
Are institutions buying or selling JOET?
Institutional buying and selling can be analyzed by comparing JOET positions across consecutive 13F reporting periods. InsiderSet's JOET Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JOET ownership changes.
How has JOET institutional ownership changed over time?
InsiderSet tracks JOET institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.