Who Owns Virtus Terranova U.S. Quality Momentum ETF (JOET)?Hedge Fund & Institutional Holders

$40.33-0.10 (-0.26%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7000000500000044e+215T

% of Float Held

—

QoQ Change in Holders

+9 / -3

Price History

$32.81$35.48$38.14$40.81$43.48Sep 24Jun 25Mar 26

JOET — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Wealth Management Partners, LLCNew Position+41K+$1.7B
RITHOLTZ WEALTH MANAGEMENTNew Position+12K+$514.0M
O'ROURKE & COMPANY, IncNew Position+10K+$419.0M
FIRST FOUNDATION ADVISORSNew Position+7K+$295.0M
Main Street Financial Solutions, LLCIncreased+7K+$181.8M
Apeiron RIA LLCIncreased+3K+$159.7M
DHJJ Financial Advisors, Ltd.New Position+3K+$120.0M
UBS Group AGNew Position+3K+$112.0M
Total Clarity Wealth Management, Inc.Increased+2K+$55.1M
ROYAL BANK OF CANADAIncreased+13K+$21.0M
Spire Wealth ManagementNew Position+375+$15.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+251+$10.0M
MORGAN STANLEYIncreased+104K+$3.7M
Institute for Wealth Management, LLC.New Position+37K+$1.5M
Cambridge Investment Research Advisors, Inc.Increased+32K+$572K

JOET — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NewEdge Advisors, LLCDecreased-63K-$6.8B
MML INVESTORS SERVICES, LLCClosed Position-71K-$3.0B
OSAIC HOLDINGS, INC.Decreased-41K-$2.1B
RAYMOND JAMES FINANCIAL INCDecreased-7K-$1.4B
CITADEL ADVISORS LLCDecreased-9K-$842.2M
Empirical Asset Management, LLCDecreased-19K-$817.7M
Creative PlanningDecreased-200-$527.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-320-$380.1M
Moors & Cabot, Inc.Closed Position-6K-$251.6M
Palumbo Wealth Management LLCDecreased-3K-$148.4M
DKM Wealth Management, Inc.Decreased-1K-$77.3M
Triumph Capital ManagementDecreased-1K-$62.4M
Advisory Services Network, LLCClosed Position-745-$32.1M
Kestra Advisory Services, LLCDecreased-589-$319K
BANK OF AMERICA CORP /DE/Decreased-46K-$-5.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN422,553$17.0B3.10%Share
2BANK OF AMERICA CORP /DE/131,046$5.0B0.36%Share
3Main Street Financial Solutions, LLC107,264$4.5B0.34%Share
4WELLS FARGO & COMPANY/MN80,492$3.0B0.55%Share
5RAYMOND JAMES FINANCIAL INC87,327$3.0B0.93%Share
6Apeiron RIA LLC64,017$2.7B0.55%Share
7OSAIC HOLDINGS, INC.53,839$2.0B2.92%Share
8Total Clarity Wealth Management, Inc.47,397$2.0B0.48%Share
9Wealth Management Partners, LLC41,491$1.7B0.50%Share
10Palumbo Wealth Management LLC29,406$1.2B0.30%Share
11ROYAL BANK OF CANADA35,457$1.0B0.16%Share
12RAYMOND JAMES FINANCIAL INC30,789$1.0B0.31%Share
13SUSQUEHANNA INTERNATIONAL GROUP, LLP31,768$1.0B0.12%Share
14Orion Porfolio Solutions, LLC25,752$1.0B7.33%Share
15DKM Wealth Management, Inc.12,922$542.0M0.40%Share
16RITHOLTZ WEALTH MANAGEMENT12,250$514.0M9.38%Share
17Empirical Asset Management, LLC11,338$476.0M0.13%Share
18O'ROURKE & COMPANY, Inc9,999$419.0M0.16%Share
19FIRST FOUNDATION ADVISORS7,047$295.0M0.01%Share
20Triumph Capital Management6,354$266.0M0.06%Share
21COMERICA BANK5,855$245.0M0.98%Share
22DHJJ Financial Advisors, Ltd.2,874$120.0M0.04%Share
23UBS Group AG2,685$112.0M0.02%Share
24MORGAN STANLEY716,707$30.0M0.00%Share
25CREATIVE FINANCIAL DESIGNS INC /ADV499$20.0M0.00%Share
26US BANCORP \DE\400$16.0M0.02%Share
27Spire Wealth Management375$15.0M0.00%Share
28LPL Financial LLC374,208$15.0M0.00%Share
29FLAGSHIP HARBOR ADVISORS, LLC251$10.0M0.00%Share
30Cambridge Investment Research Advisors, Inc.111,368$4.0M0.01%Share
31GROUP ONE TRADING LLC100$4.0M0.01%Share
32NewEdge Advisors, LLC94,543$3.0M0.01%Share
33Institute for Wealth Management, LLC.36,851$1.5M0.16%Share
34Bleakley Financial Group, LLC25,867$1.1M0.02%Share
35HARBOUR INVESTMENTS, INC.12,158$510K0.01%Share
36MLP3, LLC9,172$385K0.42%Share
37KESTRA PRIVATE WEALTH SERVICES, LLC5,624$236K0.00%Share
38VIRTUS ADVISERS, LLC74$3K0.00%Share
39ROYAL BANK OF CANADA500$00.00%Share
40HUNTINGTON NATIONAL BANK1$00.00%Share
41COMMONWEALTH EQUITY SERVICES, LLC4,829$00.00%Share
42Steward Partners Investment Advisory, LLC374$00.00%Share
43SIMPLEX TRADING, LLC1,485$00.00%Share
44Creative Planning12,066$00.00%Share
45Rockefeller Capital Management L.P.920$00.00%Share
46O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,241$00.00%Share
47Cetera Investment Advisers10,355$00.00%Share
48FMR LLC5,173$00.00%Share
49BANK OF AMERICA CORP /DE/18,762$00.00%Share
50OSAIC HOLDINGS, INC.1,450$00.00%Share

JOET Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202549$49.3B+12
Q3 202537$67.3B+2
Q2 202535$60.4B+0
Q1 202535$63.3B+8
Q4 202427$231.3B+3
Q3 202424$5.3T-2
Q2 202426$735.7B+5
Q1 202421$215.8B—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold JOET (Virtus Terranova U.S. Quality Momentum ETF). The largest holder is WELLS FARGO & COMPANY/MN with $17.0B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own JOET?

As of Q4 2025, 50 institutional investors report holding JOET (Virtus Terranova U.S. Quality Momentum ETF) in their 13F filings.

Who is the largest institutional holder of JOET?

The largest institutional holder of JOET is WELLS FARGO & COMPANY/MN with $17.0B in shares.

Is institutional ownership of JOET increasing or decreasing?

This quarter, 9 institutions opened new positions in JOET and 3 closed their positions.