JOET

Virtus Terranova US Qual Mom

-$9.5M

Net Activity

Institutions Holding

53

Popularity Rank

#5847

Avg Weight

0.09%

Total Value

$107.7M

Ownership Trend

53 institutions currently hold JOET, with 26 net buyers and 28 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

28

Net Buying Institutions

26

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$27.3M
WF
Wells Fargo & Company/mn
$18.3M
LF
LPL Financial LLC
$17.0M
BO
Bank Of America CORP /de/
$6.5M
CI
Cambridge Investment Research Advisors, Inc.
$4.6M

Top 5 by Conviction

CW
Cassady Wealth & Retirement Planning, LLC
1.89%
WM
Wealth Management Partners, LLC
0.61%
AR
Apeiron RIA LLC
0.54%
TC
Total Clarity Wealth Management, Inc.
0.43%
ML
Mlp3, LLC
0.40%
View all 53 holding institutions

Quarterly Activity

Recent Activity

+$43.6M

Total Buy Value

$97.2M

Total Sell Value

New buy11
Trim20
Add15
Sold out8

26

Net Buyers

28

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VIRTUS TERRANOVA US QUAL MOM (JOET)?
Major stakeholders currently include Morgan Stanley ($27.3M), Wells Fargo & Company/mn ($18.3M), LPL Financial LLC ($17.0M). Based on the latest 13F filings, there are a total of 53 tracked investment funds and institutions maintaining positions in JOET.
What is the overall institutional sentiment toward JOET recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $9.5M, driven by 26 managers accumulating shares while 28 reduced their exposure.
Which institutions have been selling or reducing their JOET positions?
In the latest period, 20 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $97.2M.
Are there any notable investors adding JOET to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 15 existing holders added to their shares. The total reported buy value for the quarter amounted to $43.6M.

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