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Equibles

Creative Planning

Position in VRTS — Virtus Investment Partners, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to VRTS Full portfolio

Position in VRTS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,821,548
+$1,552,646 QoQ
Shares Held
26,631
+57.7% QoQ
Ownership
0.402%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 234 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VRTS Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. VRTS ranks #30 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in VRTS

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,821,548 26,631
2026-03-31 $2,268,902 16,888
2025-12-31 $1,582,391 9,699
2025-09-30 $1,924,052 10,125
2025-06-30 $1,335,103 7,360
2025-03-31 $1,502,806 8,719
2024-12-31 $948,052 4,298
2024-09-30 $442,776 2,114
2024-06-30 $669,641 2,965
2024-03-31 $802,959 3,238
2023-12-31 $469,255 1,941
2023-03-31 $246,745 1,296