VIRTUS SEIX SENIOR LOAN ETF (SEIX) Institutional Shareholders
VIRTUS SEIX SENIOR LOAN ETF (SEIX) 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 $95.49M in SEIX holdings during the latest filing period.
Destiny Wealth Partners, Llc is currently the largest disclosed institutional shareholder of SEIX tracked by InsiderSet, reporting ownership valued at approximately $17.03M in its March 31, 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 $17.13M, representing an estimated gain of +0.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed SEIX value among the investors covered in this analysis. Major shareholders include Destiny Wealth Partners, Llc, Virtus Fixed Income Advisers, Llc, Ignite Planners, Llc, and several other long-term asset managers with concentrated positions in VIRTUS SEIX SENIOR LOAN ETF (SEIX).
This page ranks the largest institutional SEIX 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
64
Total Reported Value
$95.49M
Largest Holder
Destiny Wealth Partners, Llc
Largest Position
$17.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Destiny Wealth Partners, Llc | 1.86% | 738,372 | $17,027,162 | $17,130,230 | +$103,068 | +0.61% | |
| Virtus Fixed Income Advisers, Llc | 7.28% | 386,766 | $8,918,979 | $8,972,971 | +$53,992 | +0.61% | |
| Ignite Planners, Llc | 1.17% | 366,866 | $8,506,875 | $8,511,291 | +$4,416 | +0.05% | |
| Advisornet Financial, Inc | 0.32% | 299,727 | $6,932,684 | $6,953,666 | +$20,982 | +0.30% | |
| Envestnet Asset Management Inc | 0.00% | 262,619 | $6,074,382 | $6,092,761 | +$18,379 | +0.30% | |
| Foundations Investment Advisors, Llc | 0.06% | 217,217 | $5,009,112 | $5,039,434 | +$30,322 | +0.61% | |
| Tower Research Capital Llc (Trc) | 0.12% | 192,342 | $4,435,483 | $4,462,334 | +$26,851 | +0.61% | |
| Illumine Investment Management, Llc | 2.53% | 0 | $3,893,582 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 153,359 | $3,536,521 | $3,557,929 | +$21,408 | +0.61% | |
| Triad Wealth Partners, Llc | 0.24% | 132,219 | $3,049,027 | $3,067,481 | +$18,454 | +0.61% | |
| Cassady Wealth & Retirement Planning, Llc | 1.32% | 122,878 | $2,842,174 | $2,850,770 | +$8,596 | +0.30% | |
| Kovack Advisors, Inc. | 0.09% | 85,390 | $1,975,084 | $1,981,048 | +$5,964 | +0.30% | |
| Resolute Capital, Llc | 0.58% | 72,404 | $1,674,693 | $1,679,773 | +$5,080 | +0.30% | |
| Stratos Wealth Advisors, Llc | 0.10% | 67,735 | $1,562,014 | $1,571,452 | +$9,438 | +0.60% | |
| Sheets Smith Wealth Management | 0.14% | 58,460 | $1,352,180 | $1,356,272 | +$4,092 | +0.30% | |
| Creative Planning | 0.00% | 57,195 | $1,318,934 | $1,326,924 | +$7,990 | +0.61% | |
| Oxenfree Capital Llc | 0.49% | 46,159 | $1,070,435 | $1,070,889 | +$454 | +0.04% | |
| Umb Bank, N.A. | 0.01% | 45,805 | $1,056,282 | $1,062,676 | +$6,394 | +0.61% | |
| Lpl Financial Llc | 0.00% | 44,311 | $1,021,829 | $1,028,015 | +$6,186 | +0.61% | |
| Drake & Associates, Llc | 0.19% | 42,783 | $986,593 | $992,566 | +$5,973 | +0.61% | |
| James Investment Research, Inc. | 0.10% | 41,322 | $955,770 | $958,670 | +$2,900 | +0.30% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 40,207 | $927,202 | $932,802 | +$5,600 | +0.60% | |
| Summit Asset Management, Llc | 0.13% | 39,829 | $918,473 | $924,033 | +$5,560 | +0.61% | |
| Lionshead Wealth Management, Llc | 0.60% | 39,629 | $916,636 | $919,393 | +$2,757 | +0.30% | |
| Nations Financial Group Inc | 0.04% | 38,545 | $891,559 | $894,244 | +$2,685 | +0.30% | |
| Argent Trust Co | 0.03% | 35,733 | $824,016 | $829,006 | +$4,990 | +0.61% | |
| Jane Street Group, Llc | 0.00% | 32,887 | $758,387 | $762,978 | +$4,591 | +0.61% | |
| Independent Financial Group, Llc | 0.01% | 26,587 | $614,957 | $616,818 | +$1,861 | +0.30% | |
| Osaic Holdings, Inc. | 0.00% | 26,574 | $612,793 | $616,517 | +$3,724 | +0.61% | |
| Wealthstar Advisors, Llc | 0.29% | 24,984 | $577,882 | $579,629 | +$1,747 | +0.30% | |
| Kestra Private Wealth Services, Llc | 0.01% | 21,689 | $501,658 | $503,185 | +$1,527 | +0.30% | |
| Tactive Advisors, Llc | 0.12% | 20,821 | $481,586 | $483,047 | +$1,461 | +0.30% | |
| Fiduciary Group, Llc | 0.04% | 20,715 | $477,696 | $480,588 | +$2,892 | +0.61% | |
| Mml Investors Services, Llc | 0.00% | 20,063 | $462,654 | $465,462 | +$2,808 | +0.61% | |
| Perigon Wealth Management, Llc | 0.01% | 18,500 | $426,617 | $429,200 | +$2,583 | +0.61% | |
| Ameritas Advisory Services, Llc | 0.02% | 17,656 | $407,155 | $409,619 | +$2,464 | +0.61% | |
| Prospera Financial Services Inc | 0.01% | 17,377 | $402,122 | $403,146 | +$1,024 | +0.25% | |
| Tounjian Advisory Partners, Llc | 0.11% | 12,720 | $293,322 | $295,104 | +$1,782 | +0.61% | |
| Ausdal Financial Partners, Inc. | 0.01% | 11,784 | $271,765 | $273,389 | +$1,624 | +0.60% | |
| Ifp Advisors, Inc | 0.00% | 10,717 | $247,884 | $248,634 | +$750 | +0.30% | |
| Cornerstone Planning Group Llc | 0.03% | 10,001 | $231,616 | $232,023 | +$407 | +0.18% | |
| International Assets Investment Management, Llc | 0.01% | 10,000 | $231,300 | $232,000 | +$700 | +0.30% | |
| &Partners | 0.00% | 9,202 | $211,741 | $213,486 | +$1,745 | +0.82% | |
| Anfield Capital Management, Llc | 0.05% | 7,437 | $171,500 | $172,538 | +$1,038 | +0.61% | |
| Allworth Financial Lp | 0.00% | 4,820 | $111,160 | $111,824 | +$664 | +0.60% | |
| Us Bancorp \De\ | 0.00% | 3,814 | $87,952 | $88,485 | +$533 | +0.61% | |
| Medallion Wealth Advisors, Llc | 0.00% | 2,480 | $58,010 | $57,536 | -$474 | -0.82% | |
| Elevated Capital Advisors, Llc | 0.01% | 2,156 | $49,875 | $50,019 | +$144 | +0.29% | |
| Wells Fargo & Company/Mn | 0.00% | 2,104 | $48,522 | $48,813 | +$291 | +0.60% | |
| Meramec Financial Planners, Llc | 0.01% | 1,406 | $32,634 | $32,619 | -$15 | -0.05% |
Frequently asked questions about SEIX
Who owns the most SEIX stock?
The largest holders of SEIX 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 SEIX SENIOR LOAN ETF (SEIX).
Is SEIX widely held by superinvestors?
Many widely followed stocks like SEIX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SEIX 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.