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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Virtus Terranova U.S. Quality Momentum ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
O'ROURKE & COMPANY, Inc
Report period
2026-06-30
Available
2026-08-15
Reported shares
12,459
Value (USD)
$576,673
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001911468-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JOET fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JOET fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
Main Street Financial Solutions, LLC2026-06-302026-08-08110,118$5,096,834None
LPL Financial LLC2026-06-302026-08-08391,401$18,116,011None
Bleakley Financial Group, LLC2026-06-302026-08-0628,302$1,309,961None
Centerpoint Advisors, LLC2026-06-302026-08-06369$17,000None
FIFTH THIRD BANCORP2026-06-302026-08-065,848$270,675None
Savvy Advisors, Inc.2026-06-302026-08-0417,432$806,831None
DKM Wealth Management, Inc.2026-06-302026-07-317,594$351,490None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-31110,325$5,106,000None
Main Street Financial Solutions, LLC2026-03-312026-07-30117,379$4,698,691None
Davidson Capital Management Inc.2026-06-302026-07-298$371None
Institute for Wealth Management, LLC.2026-06-302026-07-2936,312$1,680,705None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-296,556$303,445None

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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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