Who owns SEIX?
Virtus Seix Senior Loan ETF · Virtus
72 institutions reported holding SEIX, worth $118.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SEIX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Destiny Wealth Partners, LLC | Tavares, FL | $13.5M | 582,615 | −155,757 shares |
| AE Wealth Management LLC | Topeka, KS | $10.3M | 443,753 | +51,697 shares |
| Virtus Fixed Income Advisers, LLC | Hartford, CT | $8.9M | 386,766 | No change |
| Ignite Planners, LLC | San Clemente, CA | $8.5M | 366,866 | +8,787 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $8.3M | 358,252 | +195,913 shares |
| AdvisorNet Financial, Inc | Minnetonka, MN | $6.9M | 299,727 | +48,667 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $6.1M | 262,619 | −180,261 shares |
| Navis Wealth Advisors, LLC | Rye Brook, NY | $4.7M | 203,966 | New position |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $4.4M | 191,365 | −25,852 shares |
| Illumine Investment Management, LLC | Poulsbo, WA | $3.9M | 0 | −165,937 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 SEIX?
72 institutional managers reported holding SEIX in Form 13F filings for June 30, 2026, worth $118.0M in total. The largest reported position was held by Destiny Wealth Partners, LLC, at $13.5M.
Did institutions buy or sell SEIX last quarter?
Reported 13F value rose 8.0% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 11 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 SEIX 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.