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Public ownership evidence

Virtus Terranova U.S. Quality Momentum ETF (JOET) Ownership Disclosures

Read JOET insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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O'ROURKE & COMPANY, Inc2026-06-302026-08-1512,459$576,673None
Ameritas Advisory Services, LLC2026-06-302026-08-15111$5,160None
IFG Advisory, LLC2026-06-302026-08-15834$38,602None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,450$67,113None
OSAIC HOLDINGS, INC.2026-06-302026-08-1553,993$2,499,100None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,345$663,960None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1528,135$1,302,231None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1580$3,703None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$4,629None
ROYAL BANK OF CANADA2026-06-302026-08-1521,418$991,000None
CITADEL ADVISORS LLC2026-06-302026-08-1514,844$687,056None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1585,495$3,957,159None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1521,000$972,003None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15382,991$17,726,777None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1567,604$3,129,058None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15164,863$7,630,684None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1515,792$730,933None
Rockefeller Capital Management L.P.2026-06-302026-08-1417,002$786,939None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,403$64,938None
UBS Group AG2026-06-302026-08-14482$22,309None
Creative Planning2026-06-302026-08-1413,116$607,074None
MORGAN STANLEY2026-06-302026-08-14639,031$29,577,643None
FMR LLC2026-06-302026-08-1410,642$492,578None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$46None
Smartleaf Asset Management LLC2026-06-302026-08-131,031$47,292None
Palumbo Wealth Management LLC2026-06-302026-08-1324,484$1,133,262None
Integrated Wealth Concepts LLC2026-06-302026-08-13640$29,622None
Cetera Investment Advisers2026-06-302026-08-136,823$315,802None
NewEdge Advisors, LLC2026-06-302026-08-1392,435$4,278,364None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-133,492$161,628None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1319,101$884,092None
US BANCORP \DE\2026-06-302026-08-13400$18,514None
JPMORGAN CHASE & CO2026-06-302026-08-13271$12,431None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1212,250$566,992None
VIRTUS ADVISERS, LLC2026-06-302026-08-1295$4,397None
Empirical Asset Management, LLC2026-06-302026-08-119,650$446,631None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1112,250$566,992None
Arax Advisory Partners2026-06-302026-08-117,208$333,624None

90-day public filing window, up to 50 source positions.

O'ROURKE & COMPANY, Inc ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.