VIRTUS TERRANOVA US QUAL MOM (JOET) Institutional Shareholders
VIRTUS TERRANOVA US QUAL MOM (JOET) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $114.77M in JOET holdings during the latest filing period.
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 $28.74M, representing an estimated loss of -2.85% 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
51
Total Reported Value
$114.77M
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 | $28,735,307 | -$842,336 | -2.85% | |
| Wells Fargo & Company/Mn | 0.00% | 450,595 | $20,855,835 | $20,261,905 | -$593,930 | -2.85% | |
| Lpl Financial Llc | 0.00% | 391,401 | $18,116,011 | $17,600,129 | -$515,882 | -2.85% | |
| Bank Of America Corp | 0.00% | 180,655 | $8,361,617 | $8,123,513 | -$238,104 | -2.85% | |
| Raymond James Financial Inc | 0.00% | 106,495 | $4,929,162 | $4,788,761 | -$140,401 | -2.85% | |
| Cassady Wealth & Retirement Planning, Llc | 2.08% | 96,521 | $4,467,478 | $4,340,260 | -$127,218 | -2.85% | |
| Newedge Advisors, Llc | 0.01% | 92,435 | $4,278,364 | $4,156,525 | -$121,839 | -2.85% | |
| Osaic Holdings, Inc. | 0.00% | 55,443 | $2,566,213 | $2,493,105 | -$73,108 | -2.85% | |
| Apeiron Ria Llc | 0.63% | 52,977 | $2,452,051 | $2,382,217 | -$69,834 | -2.85% | |
| Susquehanna International Group, Llp | 0.00% | 42,480 | $1,966,191 | $1,910,198 | -$55,993 | -2.85% | |
| Total Clarity Wealth Management, Inc. | 0.38% | 42,418 | $1,963,321 | $1,907,410 | -$55,911 | -2.85% | |
| Wealth Management Partners, Llc | 0.44% | 40,009 | $1,851,821 | $1,799,085 | -$52,736 | -2.85% | |
| Institute For Wealth Management, Llc. | 0.15% | 36,312 | $1,680,705 | $1,632,842 | -$47,863 | -2.85% | |
| Bleakley Financial Group, Llc | 0.02% | 28,302 | $1,309,961 | $1,272,656 | -$37,305 | -2.85% | |
| Palumbo Wealth Management Llc | 0.24% | 24,484 | $1,133,262 | $1,100,972 | -$32,290 | -2.85% | |
| Royal Bank Of Canada | 0.00% | 21,418 | $991,000 | $963,103 | -$27,897 | -2.82% | |
| Harbour Investments, Inc. | 0.01% | 19,101 | $884,092 | $858,915 | -$25,177 | -2.85% | |
| Savvy Advisors, Inc. | 0.02% | 17,432 | $806,831 | $783,865 | -$22,966 | -2.85% | |
| Rockefeller Capital Management L.P. | 0.00% | 17,002 | $786,939 | $764,529 | -$22,410 | -2.85% | |
| Citadel Advisors Llc | 0.00% | 14,844 | $687,056 | $667,490 | -$19,566 | -2.85% | |
| O'Rourke & Company, Inc | 0.20% | 12,459 | $576,673 | $560,244 | -$16,429 | -2.85% | |
| Ritholtz Wealth Management | 0.01% | 12,250 | $566,992 | $550,846 | -$16,146 | -2.85% | |
| Fmr Llc | 0.00% | 10,642 | $492,578 | $478,539 | -$14,039 | -2.85% | |
| Empirical Asset Management, Llc | 0.10% | 9,650 | $446,631 | $433,932 | -$12,699 | -2.84% | |
| Triumph Capital Management | 0.07% | 8,782 | $406,476 | $394,900 | -$11,576 | -2.85% | |
| Mlp3, Llc | 0.40% | 9,172 | $367,136 | $412,437 | +$45,301 | +12.34% | |
| Dkm Wealth Management, Inc. | 0.23% | 7,594 | $351,490 | $341,479 | -$10,011 | -2.85% | |
| Arax Advisory Partners | 0.00% | 7,208 | $333,624 | $324,122 | -$9,502 | -2.85% | |
| Cetera Investment Advisers | 0.00% | 6,823 | $315,802 | $306,810 | -$8,992 | -2.85% | |
| Kestra Private Wealth Services, Llc | 0.00% | 6,556 | $303,445 | $294,804 | -$8,641 | -2.85% | |
| Fifth Third Bancorp | 0.00% | 5,848 | $270,675 | $262,967 | -$7,708 | -2.85% | |
| Clearview Wealth Management Llc | 0.13% | 4,331 | $200,461 | $194,752 | -$5,709 | -2.85% | |
| Dhjj Financial Advisors, Ltd. | 0.04% | 2,946 | $136,334 | $132,473 | -$3,861 | -2.83% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,403 | $64,938 | $63,089 | -$1,849 | -2.85% | |
| Smartleaf Asset Management Llc | 0.00% | 1,031 | $47,292 | $46,361 | -$931 | -1.97% | |
| Hickory Point Bank & Trust | 0.03% | 1,000 | $46,285 | $44,967 | -$1,318 | -2.85% | |
| Ifg Advisory, Llc | 0.00% | 834 | $38,602 | $37,502 | -$1,100 | -2.85% | |
| Ubs Group Ag | 0.00% | 482 | $22,309 | $21,674 | -$635 | -2.85% | |
| Creative Financial Designs Inc | 0.00% | 401 | $18,578 | $18,032 | -$546 | -2.94% | |
| Us Bancorp \De\ | 0.00% | 400 | $18,514 | $17,987 | -$527 | -2.85% | |
| Spire Wealth Management | 0.00% | 375 | $17,357 | $16,863 | -$494 | -2.85% | |
| Centerpoint Advisors, Llc | 0.00% | 369 | $17,000 | $16,593 | -$407 | -2.40% | |
| Jpmorgan Chase & Co | 0.00% | 271 | $12,431 | $12,186 | -$245 | -1.97% | |
| Action Point Financial Planning, Llc | 0.00% | 180 | $8,332 | $8,094 | -$238 | -2.86% | |
| Ameritas Advisory Services, Llc | 0.00% | 111 | $5,160 | $4,991 | -$169 | -3.27% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 110,325 | $5,106 | $4,960,984 | +$4,955,878 | +97059.90% | |
| Mcdonald Partners Llc | 0.00% | 99 | $4,582 | $4,452 | -$130 | -2.84% | |
| Virtus Advisers, Llc | 0.00% | 95 | $4,397 | $4,272 | -$125 | -2.85% | |
| Davidson Capital Management Inc. | 0.00% | 8 | $371 | $360 | -$11 | -3.04% | |
| Farther Finance Advisors, Llc | 0.00% | 5 | $231 | $225 | -$6 | -2.67% |
Frequently asked questions about JOET
Who owns the most JOET stock?
The largest holders of JOET are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VIRTUS TERRANOVA US QUAL MOM (JOET).
Is JOET widely held by superinvestors?
Many widely followed stocks like JOET appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JOET is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.