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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Morgan Stanley, Two Sigma Investments, Lp, Cassady Wealth & Retirement Planning, Llc, and Savvy Advisors, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -45,133 | -9.0% | 457,912 | $18.33M | Q1 2026 | Jul 08, 2026 |
| Cassady Wealth & Retirement Planning, Llc | Buy | +22,703 | +36.4% | 85,051 | $3.65M | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +12,184 | +8.1% | 161,992 | $6.48M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -3,980 | -4.2% | 90,563 | $90.56K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Sell | -35,045 | -4.9% | 681,662 | $27.29M | Q1 2026 | May 15, 2026 |
| Two Sigma Investments, Lp | Buy | +25,300 | — | 25,300 | $1.01M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +18,374 | +57.8% | 50,142 | $2.01M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -14,642 | -40.7% | 21,315 | $853.00K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +14,244 | +137.9% | 24,575 | $983.74K | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +11,011 | — | 11,011 | $441.00K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +6,953 | +57.2% | 19,111 | $765.01K | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Buy | +1,031 | — | 1,031 | $40.16K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +750 | — | 750 | $30.02K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -531 | -10.3% | 4,642 | $185.83K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -193 | -0.3% | 55,096 | $2.21M | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | Buy | +15,917 | +1730.1% | 16,837 | $673.99K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Sell | -7,356 | -6.2% | 110,760 | $4.43M | Q1 2026 | May 14, 2026 |
| O'Rourke & Company, Inc | Buy | +1,995 | +20.0% | 11,994 | $480.13K | Q1 2026 | May 14, 2026 |
| Institute For Wealth Management, Llc. | Sell | -89 | -0.2% | 36,762 | $1.47M | Q1 2026 | May 14, 2026 |
| Virtus Advisers, Llc | Buy | +25 | +33.8% | 99 | $3.96K | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | Sell | -1,715 | -27.0% | 4,639 | $185.70K | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -1,059 | -4.1% | 24,693 | $988.46K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Sell | -611 | -5.9% | 9,744 | $389.94K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +11,837 | — | 11,837 | $473.83K | Q1 2026 | May 12, 2026 |
| Palumbo Wealth Management Llc | Sell | -1,430 | -4.9% | 27,976 | $1.12M | Q1 2026 | May 12, 2026 |
| Creative Planning | Sell | -295 | -2.4% | 11,771 | $471.19K | Q1 2026 | May 12, 2026 |
| Innovative Asset Advisors Group, Llc | Buy | +200 | — | 200 | $8.01K | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | Buy | +20,005 | — | 20,005 | $800.79K | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, Llc | Sell | -1,169 | -10.3% | 10,169 | $407.07K | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,029 | +275.1% | 1,403 | $56.16K | Q1 2026 | May 08, 2026 |
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.