SEIX

Virtus Seix Senior Loan ETF$23.23 0.01%
UnclassifiedUSCUSIP 92790A405· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
37
-3 QoQ
13F Value (tracked)
$54.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)8 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$23.23 0.01%5Y -7.4%
$22.81$23.47$24.13$24.80$25.4620212022202320242025202622254222753929394848687
Hover for who · click for detailEnd-of-day closing prices52w $22.98 – $23.75
Build

Use SEIX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns SEIX

This stock page is the Follow view. The Build view lets your agent query SEIX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SEIX"
Ask your agent
Use Arkolith to show who owns SEIX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

37 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1ENVESTNET ASSET MANAGEMENT INC
$10.2M
443K
+7.0%
Added · +29K sh
Q1 2026
2AE Wealth Management LLC
$9.0M
392K
−9.4%
Reduced · −41K sh
Q1 2026
3AdvisorNet Financial, Inc
$5.8M
251K
+3.8%
Added · +9K sh
Q1 2026
4FOUNDATIONS INVESTMENT ADVISORS, LLC
$5.0M
217K
−13%
Reduced · −32K sh
Q1 2026
5Tower Research Capital LLC (TRC)
$4.4M
192K
+196%
Added · +127K sh
Q1 2026
6Cetera Investment Advisers
$3.5M
153K
+1.4%
Added · +2K sh
Q1 2026
7Cassady Wealth & Retirement Planning, LLC
$2.4M
103K
+75%
Added · +44K sh
Q1 2026
8Stratos Wealth Advisors, LLC
$1.6M
68K
−11%
Reduced · −8K sh
Q1 2026
9Creative Planning
$1.3M
57K
−1.9%
Reduced · −1K sh
Q1 2026
10UMB Bank, n.a.
$1.1M
46K
Held
Q1 2026
11LPL Financial LLC
$1.0M
44K
+126%
Added · +25K sh
Q1 2026
12NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$956K
41K
−4.0%
Reduced · −2K sh
Q1 2026
13Pinnacle Financial Partners, Inc.
$927K
40K
+5.4%
Added · +2K sh
Q1 2026
14Argent Trust Co
$824K
36K
+27%
Added · +8K sh
Q1 2026
15KESTRA PRIVATE WEALTH SERVICES, LLC
$798K
35K
−29%
Reduced · −14K sh
Q1 2026
16JANE STREET GROUP, LLC
$758K
33K
+41%
Added · +10K sh
Q1 2026
17OSAIC HOLDINGS, INC.
$613K
27K
−19%
Reduced · −6K sh
Q1 2026
18INDEPENDENT FINANCIAL GROUP, LLC
$498K
22K
−1.0%
Reduced · −227 sh
Q1 2026
19MML INVESTORS SERVICES, LLC
$463K
20K
−4.9%
Reduced · −1K sh
Q1 2026
20Kovack Advisors, Inc.
$443K
18K
New
+18K sh
Q1 2026
21Perigon Wealth Management, LLC
$427K
19K
−61%
Reduced · −30K sh
Q1 2026
22Ameritas Advisory Services, LLC
$407K
18K
−4.6%
Reduced · −858 sh
Q1 2026
23Prospera Financial Services Inc
$383K
17K
+12%
Added · +2K sh
Q1 2026
24Ausdal Financial Partners, Inc.
$272K
12K
+7.5%
Added · +825 sh
Q1 2026
25DIVERSIFY WEALTH MANAGEMENT, LLC
$257K
11K
+7.0%
Added · +728 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
6
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

37 funds+32 since Q2 2022
02040Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $54.1M

Share classes

Class13F holdersValue held
SEIXthis pagemc37 funds$54.1M
JOETVIRTUS US QLTY36 funds$95.4M
KMIDKAR MID-CAP ETF9 funds$8.6M
VABSNEWFLEET ABS MBS9 funds$6.1M
PCLOSEIX AAA PRIVAAT8 funds$3.2M
VSHYVIRTUS NEWFLEET8 funds$1.5M
VEMYSTONE HARBOR EMG4 funds$5.2M
92790A702DUFF & PHELPS CL4 funds$1.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own SEIX also own

CompanyCo-held byCombined value
APPLE INCAAPL25 funds$6.4B
NVIDIA CORPNVDA25 funds$5.5B
ISHARES CORE S&P 500 ETFIVV25 funds$5.2B
MICROSOFT CORPMSFT25 funds$3.9B
SS SPDR S&P 500 ETF TRUST-USSPY25 funds$3.4B
AMAZON.COM INCAMZN25 funds$3.0B
ALPHABET INC-CL AGOOGL25 funds$2.7B
INVESCO QQQ TRUST SERIES 1QQQ25 funds$2.3B
VANGUARD S&P 500 ETFVOO25 funds$2.2B
BROADCOM INCAVGO25 funds$2.0B
JPMORGAN CHASE & COJPM25 funds$1.9B
ALPHABET INC-CL CGOOG25 funds$1.7B

Ranked by how many of SEIX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SEIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.