Who Owns VIRTUS (SEIX)? -- Institutional Holders (2026-06-30)

82 institutions reported holding $113.8M of VIRTUS (SEIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Destiny Wealth Partners, LLC ($13.5M), AE Wealth Management LLC ($10.3M), Virtus Fixed Income Advisers, LLC ($8.9M), Ignite Planners, LLC ($8.5M), AdvisorNet Financial, Inc ($6.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Destiny Wealth Partners, LLC$13.5M582,615Trimmed
2AE Wealth Management LLC$10.3M443,753Added
3Virtus Fixed Income Advisers, LLC$8.9M386,766Hold
4Ignite Planners, LLC$8.5M366,866Added
5AdvisorNet Financial, Inc$6.9M299,727Added
6ENVESTNET ASSET MANAGEMENT INC$6.1M262,619Trimmed
7Navis Wealth Advisors, LLC$4.7M203,966New
8Foundations Investment Advisors, LLC$4.4M191,365Trimmed
9Cambridge Investment Research Advisors, Inc.$4.1M179,126Added
10Illumine Investment Management, LLC$3.9M0Trimmed
11Cetera Investment Advisers$3.1M133,921Trimmed
12Cassady Wealth & Retirement Planning, LLC$2.8M122,878Added
13LPL Financial LLC$2.6M110,582Added
14Tower Research Capital LLC (TRC)$2.2M93,615Trimmed
15Kovack Advisors, Inc.$2.0M85,390Added
16Stratos Wealth Advisors, LLC$1.7M74,918Added
17Western Wealth Management, LLC$1.7M74,675New
18RESOLUTE CAPITAL, LLC$1.7M72,404Added
19SHEETS SMITH WEALTH MANAGEMENT$1.4M58,460Added
20Creative Planning$1.3M57,740Added
21Royal Bank of Canada$1.3M56,820New
22JANE STREET GROUP, LLC$1.1M46,830Added
23OxenFree Capital LLC$1.1M46,159Added
24UMB BANK N A/MO$1.1M45,805Hold
25Argent Trust Co$1.0M44,035Added

Source: SEC Form 13F filings · as of 2026-06-30