# VIRTUS ETF TR II (JOET)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JOET/

- Reporting holders: 3
- Reported value: $2.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $2.4M | 53,395 | 0.6% | 8 |
| [DKM Wealth Management, Inc.](https://holderbook.com/funds/2055833-dkm-wealth-management-inc/) | $332.6K | 7,387 | 0.2% | 8 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $45.0K | 1,000 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $2.8M |
| Q2 2026 | 54 | $131.8M |
| Q1 2026 | 53 | $130.6M |
| Q4 2025 | 51 | $117.2M |
| Q3 2025 | 43 | $111.1M |
| Q2 2025 | 41 | $87.2M |
| Q1 2025 | 37 | $68.0M |
| Q4 2024 | 35 | $50.9M |
| Q3 2024 | 33 | $44.6M |
| Q2 2024 | 34 | $34.7M |
| Q1 2024 | 26 | $32.1M |
| Q4 2023 | 26 | $20.5M |