VIRTUS SEIX SENIOR LOAN ETF (SEIX) Institutional Ownership Changes & 13F Activity
VIRTUS SEIX SENIOR LOAN ETF (SEIX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Virtus Fixed Income Advisers, Llc, Centaurus Financial, Inc., Cetera Investment Advisers, Tower Research Capital Llc (Trc), and Cassady Wealth & Retirement Planning, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -169 | -0.8% | 21,836 | $509.76K | Q4 2025 | May 15, 2026 |
| Cassady Wealth & Retirement Planning, Llc | Buy | +58,598 | — | 58,598 | $1.37M | Q4 2025 | Apr 02, 2026 |
| Drake & Associates, Llc | Buy | +46,643 | — | 46,643 | $1.09M | Q4 2025 | Feb 23, 2026 |
| Cetera Investment Advisers | Buy | +151,179 | — | 151,179 | $3.53M | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +64,888 | — | 64,888 | $1.51M | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +58,277 | — | 58,277 | $1.36M | Q4 2025 | Feb 17, 2026 |
| Trustmark Bank Trust Department | Buy | +55,063 | — | 55,063 | $1.29M | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +38,132 | — | 38,132 | $890.21K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +32,737 | — | 32,737 | $764.46K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +30,652 | — | 30,652 | $716.00K | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, Llc | Buy | +3,313 | +160.1% | 5,382 | $125.65K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +91 | — | 91 | $2.12K | Q4 2025 | Feb 17, 2026 |
| Centaurus Financial, Inc. | Buy | +166,597 | — | 166,597 | $3.89M | Q4 2025 | Feb 13, 2026 |
| Umb Bank, N.A. | Buy | +45,805 | — | 45,805 | $1.07M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +29,061 | — | 29,061 | $678.43K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +21,096 | — | 21,096 | $492.48K | Q4 2025 | Feb 13, 2026 |
| Flow Traders U.S. Llc | Buy | +19,023 | — | 19,023 | $444.00K | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +10,959 | — | 10,959 | $255.84K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +2,472 | — | 2,472 | $57.71K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,251 | — | 1,251 | $29.21K | Q4 2025 | Feb 13, 2026 |
| Virtus Advisers, Llc | Buy | +44 | — | 44 | $1.03K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $34.00 | Q4 2025 | Feb 13, 2026 |
| Virtus Fixed Income Advisers, Llc | Buy | +765,616 | — | 765,616 | $17.87M | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +23,285 | — | 23,285 | $543.59K | Q4 2025 | Feb 12, 2026 |
| Fiduciary Group, Llc | Buy | +18,515 | — | 18,515 | $432.23K | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +14,155 | — | 14,155 | $330.44K | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, Lcc | Buy | +87 | — | 87 | $2.03K | Q4 2025 | Feb 12, 2026 |
| Ifc & Insurance Marketing, Inc. | Buy | +20 | — | 20 | $0.00 | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +19,594 | — | 19,594 | $457.42K | Q4 2025 | Feb 11, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +1 | — | 1 | $23.00 | Q4 2025 | Feb 11, 2026 |
Frequently asked questions about SEIX activity
Which institutional owners are buying SEIX?
Institutional owners buying SEIX 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 SEIX activity?
"Buy" means an investor increased their reported position in SEIX compared to the prior reporting period. This reflects growing exposure to VIRTUS SEIX SENIOR LOAN ETF (SEIX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SEIX increasing?
Institutional interest in SEIX 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.