SEIX Institutional Ownership & Shareholders
VIRTUS SEIX SENIOR LOAN ETF (SEIX) is currently held by 74 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $125.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sound Income Strategies, Llc is currently the largest disclosed institutional shareholder of SEIX tracked by InsiderSet, reporting ownership valued at approximately $27.59M in its September 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 $27.39M, representing an estimated loss of -0.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed SEIX value among the investors covered in this analysis. Major shareholders include Sound Income Strategies, Llc, Destiny Wealth Partners, Llc, Virtus Fixed Income Advisers, 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
74
Total Reported Value
$125.76M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$27.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, Llc | 1.23% | 1,191,584 | $27,591,149 | $27,394,516 | -$196,633 | -0.71% | |
| Destiny Wealth Partners, Llc | 1.90% | 582,615 | $13,495,860 | $13,394,319 | -$101,541 | -0.75% | |
| Virtus Fixed Income Advisers, Llc | 5.65% | 386,766 | $8,945,898 | $8,891,750 | -$54,148 | -0.61% | |
| Advisornet Financial, Inc | 0.33% | 318,037 | $7,359,370 | $7,311,671 | -$47,699 | -0.65% | |
| Envestnet Asset Management Inc | 0.00% | 262,619 | $6,074,382 | $6,037,611 | -$36,771 | -0.61% | |
| Navis Wealth Advisors, Llc | 1.79% | 203,966 | $4,717,734 | $4,689,178 | -$28,556 | -0.61% | |
| Ignite Planners, Llc | 0.58% | 192,150 | $4,453,374 | $4,417,529 | -$35,846 | -0.80% | |
| Foundations Investment Advisors, Llc | 0.05% | 191,365 | $4,426,270 | $4,399,481 | -$26,789 | -0.61% | |
| Illumine Investment Management, Llc | 2.77% | 0 | $3,975,292 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 133,921 | $3,097,599 | $3,078,844 | -$18,755 | -0.61% | |
| Cassady Wealth & Retirement Planning, Llc | 1.32% | 122,878 | $2,842,174 | $2,824,965 | -$17,209 | -0.61% | |
| Lpl Financial Llc | 0.00% | 110,582 | $2,557,762 | $2,542,280 | -$15,482 | -0.61% | |
| Tower Research Capital Llc (Trc) | 0.05% | 93,615 | $2,165,315 | $2,152,209 | -$13,106 | -0.61% | |
| Kovack Advisors, Inc. | 0.09% | 85,390 | $1,975,084 | $1,963,116 | -$11,968 | -0.61% | |
| Blue Jean Financial Llc | 1.08% | 75,518 | $1,750,507 | $1,736,159 | -$14,348 | -0.82% | |
| Stratos Wealth Advisors, Llc | 0.10% | 74,918 | $1,732,874 | $1,722,365 | -$10,509 | -0.61% | |
| Western Wealth Management, Llc | 0.06% | 74,675 | $1,727,233 | $1,716,778 | -$10,455 | -0.61% | |
| Resolute Capital, Llc | 0.58% | 72,404 | $1,674,693 | $1,664,568 | -$10,125 | -0.60% | |
| Sheets Smith Wealth Management | 0.14% | 57,587 | $1,334,867 | $1,323,925 | -$10,942 | -0.82% | |
| Royal Bank Of Canada | 0.00% | 56,820 | $1,314,000 | $1,306,292 | -$7,708 | -0.59% | |
| Creative Planning | 0.00% | 48,422 | $1,122,415 | $1,113,222 | -$9,193 | -0.82% | |
| Lionshead Wealth Management, Llc | 0.75% | 47,485 | $1,100,713 | $1,091,680 | -$9,033 | -0.82% | |
| Jane Street Group, Llc | 0.00% | 46,830 | $1,083,178 | $1,076,622 | -$6,556 | -0.61% | |
| Oxenfree Capital Llc | 0.46% | 45,842 | $1,062,160 | $1,053,908 | -$8,252 | -0.78% | |
| Umb Bank, N.A. | 0.01% | 45,805 | $1,059,470 | $1,053,057 | -$6,413 | -0.61% | |
| James Investment Research, Inc. | 0.11% | 43,945 | $1,018,646 | $1,010,296 | -$8,350 | -0.82% | |
| Argent Trust Co | 0.03% | 44,035 | $1,018,531 | $1,012,365 | -$6,166 | -0.61% | |
| Drake & Associates, Llc | 0.16% | 41,903 | $969,216 | $963,350 | -$5,866 | -0.61% | |
| Pasadena Private Wealth, Llc | 0.12% | 41,467 | $959,132 | $953,326 | -$5,806 | -0.61% | |
| Nations Financial Group Inc | 0.04% | 38,545 | $891,559 | $886,150 | -$5,409 | -0.61% | |
| Tactive Advisors, Llc | 0.19% | 34,631 | $802,745 | $796,167 | -$6,578 | -0.82% | |
| Summit Asset Management, Llc | 0.10% | 34,649 | $801,431 | $796,581 | -$4,850 | -0.61% | |
| Osaic Holdings, Inc. | 0.00% | 32,566 | $753,296 | $748,692 | -$4,604 | -0.61% | |
| Ameritas Advisory Services, Llc | 0.01% | 31,237 | $722,506 | $718,139 | -$4,367 | -0.60% | |
| Wealthstar Advisors, Llc | 0.34% | 28,153 | $652,594 | $647,237 | -$5,357 | -0.82% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 26,724 | $618,148 | $614,385 | -$3,763 | -0.61% | |
| Independent Financial Group, Llc | 0.01% | 25,687 | $595,425 | $590,544 | -$4,881 | -0.82% | |
| Mml Investors Services, Llc | 0.00% | 23,705 | $548,302 | $544,978 | -$3,324 | -0.61% | |
| Advyzon Investment Management, Llc | 0.04% | 21,996 | $508,770 | $505,688 | -$3,082 | -0.61% | |
| Thrivent Financial For Lutherans | 0.00% | 20,246 | $468,000 | $465,456 | -$2,544 | -0.54% | |
| Goldman Sachs Group Inc | 0.00% | 18,740 | $433,456 | $430,833 | -$2,623 | -0.61% | |
| Perigon Wealth Management, Llc | 0.01% | 18,500 | $428,830 | $425,315 | -$3,515 | -0.82% | |
| Fiduciary Group, Llc | 0.03% | 17,915 | $414,374 | $411,866 | -$2,508 | -0.61% | |
| Ausdal Financial Partners, Inc. | 0.02% | 17,794 | $411,629 | $409,084 | -$2,545 | -0.62% | |
| Prospera Financial Services Inc | 0.01% | 17,377 | $402,122 | $399,497 | -$2,625 | -0.65% | |
| Hrt Financial Lp | 0.00% | 16,547 | $382,000 | $380,416 | -$1,584 | -0.41% | |
| Kestra Private Wealth Services, Llc | 0.00% | 16,456 | $381,449 | $378,323 | -$3,126 | -0.82% | |
| Trustmark Bank Trust Department | 0.02% | 15,750 | $364,298 | $362,093 | -$2,206 | -0.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,811 | $320,150 | $317,515 | -$2,635 | -0.82% | |
| Guardian Capital, Llc | 0.24% | 12,902 | $298,423 | $296,617 | -$1,806 | -0.61% |
Frequently asked questions about SEIX
Who are the largest institutional holders of SEIX?
The largest institutional holders of SEIX reported in the latest SEC Form 13F filings include Sound Income Strategies, Llc, Destiny Wealth Partners, Llc, Virtus Fixed Income Advisers, Llc, Advisornet Financial, Inc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported SEIX position.
What is SEIX institutional ownership?
This page tracks SEIX positions reported by institutional investment managers through SEC Form 13F. VIRTUS SEIX SENIOR LOAN ETF (SEIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SEIX?
InsiderSet currently tracks 74 institutional managers reporting SEIX 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 SEIX shareholders.
How much SEIX stock do institutions own?
Institutional investment managers disclosed approximately $125.76M in SEIX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SEIX institutional ownership last updated?
The latest SEIX 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 SEIX 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 SEIX position after the reporting date.
Are institutions buying or selling SEIX?
Institutional buying and selling can be analyzed by comparing SEIX positions across consecutive 13F reporting periods. InsiderSet's SEIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SEIX ownership changes.
How has SEIX institutional ownership changed over time?
InsiderSet tracks SEIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.