SEIX · Virtus Seix Senior Loan ETF ETF
$23.34
+0.03 (+0.11%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $552,237
Total Shares: 23,390
Institutional Ownership Trend
14 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+82.0 pts
Top 5
100.0%
+28.8 pts
Top 10
100.0%
+6.5 pts
HHI
10,000
Highly concentrated+8,816
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
0
Decreased
0
Sold Out
17
Unchanged
0
Holder count:
-16
Institutional value:
-94.4%
Shares held:
-94.4%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. | 23,390 | $552,237 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid HARBOUR INVESTMENTS, INC. | 74,785 | $1,762,682 | |
| Mid Atria Investments, Inc | 69,028 | $1,626,989 | |
| Large OSAIC HOLDINGS, INC. | 60,037 | $1,415,069 | |
| Small SHEETS SMITH WEALTH MANAGEMENT | 50,827 | $1,197,992 | |
| Mid RFG Advisory, LLC | 41,233 | $971,861 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. SEIX | $552,237 | 100.00% | 23,390 | Shares | 2026-08-28 |