Who owns JOET?
Virtus Terranova U.S. Quality Momentum ETF · Virtus
53 institutions reported holding JOET, worth $130.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JOET
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $29.6M | 639,031 | −42,631 shares |
| Wells Fargo & Company | San Francisco, CA | $20.9M | 450,595 | −7,317 shares |
| LPL Financial LLC | Fort Mill, SC | $18.1M | 391,401 | −33,870 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $10.2M | 220,650 | +105,054 shares |
| Bank of America Corp. | Charlotte, NC | $8.4M | 180,655 | +18,663 shares |
| Main Street Financial Solutions, LLC | Newtown, PA | $5.1M | 110,118 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.9M | 106,495 | −4,265 shares |
| Cassady Wealth & Retirement Planning, LLC | Henderson, NV | $4.5M | 96,521 | +11,470 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $4.3M | 92,435 | +1,872 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.6M | 55,443 | +347 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JOET?
53 institutional managers reported holding JOET in Form 13F filings for June 30, 2026, worth $130.5M in total. The largest reported position was held by Morgan Stanley, at $29.6M.
Did institutions buy or sell JOET last quarter?
Reported 13F value rose 21.6% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JOET ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.