Virtus Terranova US Qual MOM ETF (JOET): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of JOET (all 13F filers)
- Morgan Stanley639 KBank or trading desk−43 K
- Wells Fargo451 KBank or trading desk−7,317
- LPL Financial391 KWealth adviser−34 K
- Bank of America181 KBank or trading desk+19 K
- Cambridge Investment Research Advisors110 KWealth adviser−5,271
- Main Street Financial Solutions110 KType not verified−7,261
- Raymond James Financial106 KWealth adviser−4,265
- Cassady Wealth & Retirement Planning97 KWealth adviser+11 K
- NewEdge Advisors92 KWealth adviser+1,872
- Osaic Holdings55 KWealth adviser+347
- Shares
- 639 K
- Change
- −43 K
See more
- Type
- Bank or trading desk
- Value
- $29.6M
- Shares
- 451 K
- Change
- −7,317
See more
- Type
- Bank or trading desk
- Value
- $20.9M
- Shares
- 391 K
- Change
- −34 K
See more
- Type
- Wealth adviser
- Value
- $18.1M
- Shares
- 181 K
- Change
- +19 K
See more
- Type
- Bank or trading desk
- Value
- $8.4M
- Shares
- 110 K
- Change
- −5,271
See more
- Type
- Wealth adviser
- Value
- $5.1M
- Shares
- 110 K
- Change
- −7,261
See more
- Type
- Type not verified
- Value
- $5.1M
- Shares
- 106 K
- Change
- −4,265
See more
- Type
- Wealth adviser
- Value
- $4.9M
- Cassady Wealth & Retirement Planning
- Shares
- 97 K
- Change
- +11 K
See more
- Type
- Wealth adviser
- Value
- $4.5M
- Shares
- 92 K
- Change
- +1,872
See more
- Type
- Wealth adviser
- Value
- $4.3M
- Shares
- 55 K
- Change
- +347
See more
- Type
- Wealth adviser
- Value
- $2.6M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗