Public ownership evidence

Virtus SEIX Senior Loan ETF (SEIX) Ownership Disclosures

Read SEIX 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 SEIX Senior Loan ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
23,390
Value (USD)
$552,242
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 0001464811-26-000009
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 SEIX fundamentals

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

Read SEIX 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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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2923,390$552,242None
Advyzon Investment Management, LLC2026-06-302026-08-15220$5,089None
Advyzon Investment Management, LLC2026-06-302026-08-1521,776$503,681None
Navis Wealth Advisors, LLC2026-06-302026-08-15203,966$4,717,734None
Ameritas Advisory Services, LLC2026-06-302026-08-1531,237$722,506None
Western Wealth Management, LLC2026-06-302026-08-1574,675$1,727,233None
Foundations Investment Advisors, LLC2026-06-302026-08-15191,365$4,426,270None
OSAIC HOLDINGS, INC.2026-06-302026-08-1532,566$753,296None
JANE STREET GROUP, LLC2026-06-302026-08-1546,830$1,083,178None
HRT FINANCIAL LP2026-06-302026-08-1516,547$382,000None
&PARTNERS2026-06-302026-08-159,825$227,252None
Thrivent Financial for Lutherans2026-06-302026-08-1520,246$468,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15448$10,353None
Ausdal Financial Partners, Inc.2026-06-302026-08-154,763$110,169None
Ausdal Financial Partners, Inc.2026-06-302026-08-1513,031$301,460None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1526,724$618,148None
Cresset Asset Management, LLC2026-06-302026-08-159,925$229,565None
ROYAL BANK OF CANADA2026-06-302026-08-1556,820$1,314,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1518,740$433,456None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,158$49,926None
Virtus Fixed Income Advisers, LLC2026-06-302026-08-14386,668$8,943,631None
Virtus Fixed Income Advisers, LLC2026-06-302026-08-1498$2,267None
Creative Planning2026-06-302026-08-1457,740$1,335,521None
UMB Bank, n.a.2026-06-302026-08-1445,805$1,059,470None
MORGAN STANLEY2026-06-302026-08-141$28None
Integrated Wealth Concepts LLC2026-06-302026-08-131,589$36,772None
Cetera Investment Advisers2026-06-302026-08-13133,921$3,097,599None
TRUSTMARK BANK TRUST DEPARTMENT2026-06-302026-08-1313,600$314,568None
TRUSTMARK BANK TRUST DEPARTMENT2026-06-302026-08-132,150$49,730None
US BANCORP \DE\2026-06-302026-08-133,814$88,218None
Pasadena Private Wealth, LLC2026-06-302026-08-1241,467$959,132None
Stratos Wealth Advisors, LLC2026-06-302026-08-1274,918$1,732,874None
VIRTUS ADVISERS, LLC2026-06-302026-08-1283$1,920None
Tower Research Capital LLC (TRC)2026-06-302026-08-1293,615$2,165,315None
Allworth Financial LP2026-06-302026-08-125,911$136,732None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-124$93None
Drake & Associates, LLC2026-06-302026-08-1141,903$969,216None
Fiduciary Group, LLC2026-06-302026-08-1117,915$414,374None
FIG FINANCIAL ADVISORY SERVICES INC /ADV2025-03-312026-08-1160,736$1,433,974None
Guardian Capital, LLC2026-06-302026-08-0812,902$298,423None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-0824$555None
Kingdom Financial Group LLC.2026-06-302026-08-081$27None
Perigon Wealth Management, LLC2026-06-302026-08-0818,500$427,905None
Destiny Wealth Partners, LLC2026-06-302026-08-08582,615$13,495,860None
LPL Financial LLC2026-06-302026-08-08110,582$2,557,762None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0823,705$548,302None
Geneos Wealth Management Inc.2026-06-302026-08-07276$6,385None
Argent Trust Co2026-06-302026-08-071,231$28,473None
Argent Trust Co2026-06-302026-08-0742,804$990,058None
Global Retirement Partners, LLC2026-06-302026-08-07197$4,557None

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

B. Riley Wealth Advisors, Inc. ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗Navis Wealth Advisors, LLC ↗Ameritas Advisory Services, LLC ↗Western Wealth Management, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗HRT FINANCIAL LP ↗

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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