Who Owns Virtus Seix Senior Loan ETF (SEIX)?Hedge Fund & Institutional Holders

$23.15+0.04 (+0.17%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7871169489000793e+169T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$22.98$23.26$23.55$23.83$24.11Sep 24Jun 25Mar 26

SEIX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AE Wealth Management LLCNew Position+433K+$10.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+414K+$9.0M
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+249K+$5.0M
Illumine Investment Management, LLCNew Position+163K+$3.8M
Stratos Wealth Advisors, LLCNew Position+76K+$1.8M
SHEETS SMITH WEALTH MANAGEMENTNew Position+59K+$1.4M
Perigon Wealth Management, LLCNew Position+48K+$1.1M
RESOLUTE CAPITAL, LLCNew Position+48K+$1.1M
Westwood Wealth ManagementNew Position+48K+$1.1M
Drake & Associates, LLCNew Position+47K+$1.1M
NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew Position+43K+$1.0M
UMB Bank, n.a.New Position+46K+$1.0M
Triad Wealth Partners, LLCNew Position+37K+$863K
JAMES INVESTMENT RESEARCH, INC.New Position+30K+$693K
Cornerstone Planning Group LLCNew Position+28K+$661K

SEIX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Virtus Fixed Income Advisers, LLCDecreased-128K-$21.1B
Cetera Investment AdvisersDecreased-45K-$4.6B
JPMORGAN CHASE & COClosed Position-161K-$3.8B
ROYAL BANK OF CANADADecreased-72K-$2.4B
JANE STREET GROUP, LLCDecreased-60K-$2.0B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-17K-$1.6B
RDA Financial NetworkDecreased-51K-$1.4B
Creative PlanningDecreased-1K-$1.4B
Integrated Wealth Concepts LLCClosed Position-56K-$1.3B
TRUSTMARK BANK TRUST DEPARTMENTDecreased-250-$1.3B
SYNOVUS FINANCIAL CORPClosed Position-49K-$1.2B
OxenFree Capital LLCDecreased-345-$875.0M
LPL Financial LLCDecreased-16K-$843.2M
OSAIC HOLDINGS, INC.Decreased-1K-$802.0M
Wealthstar Advisors, LLCDecreased-404-$467.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Virtus Fixed Income Advisers, LLC765,518$17.9M13.51%Share
2Destiny Wealth Partners, LLC726,374$16.9M1.94%Share
3ENVESTNET ASSET MANAGEMENT INC413,703$9.0M0.00%Share
4Ignite Planners, LLC340,601$7.9M1.21%Share
5AdvisorNet Financial, Inc241,859$5.6M0.30%Share
6FOUNDATIONS INVESTMENT ADVISORS, LLC249,224$5.0M0.07%Share
7Atria Investments, Inc222,318$5.0M0.06%Share
8Illumine Investment Management, LLC162,603$3.8M2.77%Share
9Cambridge Investment Research Advisors, Inc.166,724$3.0M0.01%Share
10Cetera Investment Advisers151,179$3.0M0.00%Share
11CENTAURUS FINANCIAL, INC.166,597$3.0M0.14%Share
12AE Wealth Management LLC112,928$2.6M0.02%Share
13Stratos Wealth Advisors, LLC75,879$1.8M0.09%Share
14AE Wealth Management LLC71,917$1.7M0.01%Share
15AE Wealth Management LLC70,127$1.6M0.01%Share
16SHEETS SMITH WEALTH MANAGEMENT59,092$1.4M0.15%Share
17KESTRA PRIVATE WEALTH SERVICES, LLC48,984$1.1M0.01%Share
18Perigon Wealth Management, LLC48,050$1.1M0.02%Share
19RESOLUTE CAPITAL, LLC47,975$1.1M0.47%Share
20Westwood Wealth Management47,885$1.1M0.84%Share
21Lionshead Wealth Management, LLC47,885$1.1M0.84%Share
22Drake & Associates, LLC46,643$1.1M0.22%Share
23NATIONS FINANCIAL GROUP INC, /IA/ /ADV43,180$1.0M0.05%Share
24UMB Bank, n.a.45,805$1.0M0.01%Share
25Creative Planning58,277$1.0M0.00%Share
26Tower Research Capital LLC (TRC)64,888$1.0M0.02%Share
27TRUSTMARK BANK TRUST DEPARTMENT55,063$1.0M0.06%Share
28Summit Asset Management, LLC41,627$971K0.14%Share
29Triad Wealth Partners, LLC36,969$863K0.08%Share
30OxenFree Capital LLC36,799$859K0.45%Share
31AE Wealth Management LLC35,834$836K0.00%Share
32JAMES INVESTMENT RESEARCH, INC.29,722$693K0.08%Share
33Cornerstone Planning Group LLC28,364$661K0.10%Share
34AE Wealth Management LLC22,023$514K0.00%Share
35AE Wealth Management LLC21,610$504K0.00%Share
36Wealthstar Advisors, LLC19,449$454K0.20%Share
37Ameritas Advisory Services, LLC18,514$432K0.02%Share
38Fiduciary Group, LLC18,515$432K0.04%Share
39TOUNJIAN ADVISORY PARTNERS, LLC16,686$389K0.13%Share
40Tactive Advisors, LLC14,716$343K0.10%Share
41US BANCORP \DE\14,275$333K0.00%Share
42TrueMark Investments, LLC13,691$319K0.06%Share
43AE Wealth Management LLC13,606$317K0.00%Share
44AE Wealth Management LLC12,274$286K0.00%Share
45INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC11,000$256K0.02%Share
46Wealthcare Advisory Partners LLC10,771$251K0.00%Share
47DIVERSIFY WEALTH MANAGEMENT, LLC10,342$242K0.01%Share
48AE Wealth Management LLC10,401$242K0.00%Share
49RDA Financial Network9,442$220K0.05%Share
50AE Wealth Management LLC8,918$208K0.00%Share

SEIX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202575$114.0M+28
Q3 202547$69.8B-17
Q2 202564$97.6B-5
Q1 202569$112.9B+10
Q4 202459$14.8T+20
Q3 202439$12.5T+1
Q2 202438$11.9T+15
Q1 202423$6.4T—

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As of Q4 2025, 50 institutional investors hold SEIX (Virtus Seix Senior Loan ETF). The largest holder is Virtus Fixed Income Advisers, LLC with $17.9M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SEIX?

As of Q4 2025, 50 institutional investors report holding SEIX (Virtus Seix Senior Loan ETF) in their 13F filings.

Who is the largest institutional holder of SEIX?

The largest institutional holder of SEIX is Virtus Fixed Income Advisers, LLC with $17.9M in shares.

Is institutional ownership of SEIX increasing or decreasing?

This quarter, 15 institutions opened new positions in SEIX and 3 closed their positions.