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VRTS · Virtus Investment Partners, Inc.

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$171.05 +3.47 (+2.07%) At close · Jul 28
Market Cap
$1.14B
Shares
6.68M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 240
Total Value: $701,115,422
Total Shares: 5,213,533
Showing 1–100 of 240 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 237 13F filers
Top Holder
19.2%
Jun 2023 → Mar 2026 · range 17.1% – 19.3%
of institutional value
Top 5
45.0%
Jun 2023 → Mar 2026 · range 45.0% – 52.9%
of institutional value
Top 10
61.2%
Jun 2023 → Mar 2026 · range 61.1% – 67.0%
of institutional value
HHI
634
Jun 2023 → Mar 2026 · range 634 – 801
Broadly held
Showing 100 of 240
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $134,265,085 19.15% 999,368
Mega STATE STREET CORP $58,943,912 8.41% 438,734
Mega VICTORY CAPITAL MANAGEMENT INC $42,724,509 6.09% 318,009
Mega DIMENSIONAL FUND ADVISORS LP $40,992,198 5.85% 305,115
Mega VANGUARD CAPITAL MANAGEMENT LLC $38,363,105 5.47% 285,546
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $34,771,795 4.96% 258,815
Mega AMERICAN CENTURY COMPANIES INC $25,367,026 3.62% 188,813
Mega GEODE CAPITAL MANAGEMENT, LLC $21,391,878 3.05% 159,225
Mega AQR CAPITAL MANAGEMENT LLC $17,771,007 2.53% 132,274
Large BROWN ADVISORY INC $13,954,396 1.99% 103,866
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $12,974,448 1.85% 96,572
Mega MORGAN STANLEY $12,905,119 1.84% 96,056
Mega JPMORGAN CHASE & CO $12,422,265 1.77% 92,462
Mega TWO SIGMA INVESTMENTS, LP $11,628,395 1.66% 86,553
Mid Zimmer Partners, LP $11,301,656 1.61% 84,121
Mega NORTHERN TRUST CORP Bank $10,485,746 1.50% 78,048
Mid ALGERT GLOBAL LLC $10,358,116 1.48% 77,098
Mega GOLDMAN SACHS GROUP INC $9,437,818 1.35% 70,248
Mega Bank of New York Mellon Corp Bank $9,371,447 1.34% 69,754
Small Gator Capital Management, LLC $7,954,863 1.13% 59,210
Mega MILLENNIUM MANAGEMENT LLC $7,925,037 1.13% 58,988
Large GLENMEDE TRUST CO NA Bank $7,529,107 1.07% 56,041
Mega FIRST TRUST ADVISORS LP $7,111,145 1.01% 52,930
Large PRUDENTIAL FINANCIAL INC $6,358,248 0.91% 47,326
Mega CITADEL ADVISORS LLC $5,637,056 0.80% 41,958
Mega VANGUARD FIDUCIARY TRUST CO Bank $5,478,255 0.78% 40,776
Mega Nuveen, LLC $4,751,287 0.68% 35,365
Large Squarepoint Ops LLC $4,389,751 0.63% 32,674
Large SEI INVESTMENTS CO $4,159,878 0.59% 30,963
Mega PRINCIPAL FINANCIAL GROUP INC $4,145,637 0.59% 30,857
Mega Invesco Ltd. $4,004,165 0.57% 29,804
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3,892,253 0.56% 28,971
Large RENAISSANCE TECHNOLOGIES LLC $3,658,216 0.52% 27,229
Mega BANK OF AMERICA CORP /DE/ Bank $3,509,758 0.50% 26,124
Micro AWH Capital, L.P. $3,324,087 0.47% 24,742
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $3,174,153 0.45% 23,626
Mega AMERIPRISE FINANCIAL INC $3,137,609 0.45% 23,354
Large Public Sector Pension Investment Board Pension $3,056,865 0.44% 22,753
Large Man Group plc $2,883,284 0.41% 21,461
Mega RHUMBLINE ADVISERS $2,803,481 0.40% 20,867
Large Connor, Clark & Lunn Investment Management Ltd. $2,378,532 0.34% 17,704
Large Creative Planning $2,268,902 0.32% 16,888
Large Qube Research & Technologies Ltd $2,110,235 0.30% 15,707
Large CAPTRUST FINANCIAL ADVISORS $2,109,698 0.30% 15,703
Large Empowered Funds, LLC $2,058,107 0.29% 15,319
Mega FMR LLC $1,896,618 0.27% 14,117
Mega Legal & General Group Plc $1,864,642 0.27% 13,879
Large IEQ CAPITAL, LLC $1,771,404 0.25% 13,185
Mega Swiss National Bank Bank $1,706,245 0.24% 12,700
Small Huber Capital Management LLC $1,688,510 0.24% 12,568
Mega FRANKLIN RESOURCES INC $1,678,164 0.24% 12,491
Large TUDOR INVESTMENT CORP ET AL $1,655,863 0.24% 12,325
Small Villanova Investment Management Co LLC $1,619,254 0.23% 11,284
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,575,253 0.22% 11,725
Large EXCHANGE TRADED CONCEPTS, LLC $1,483,646 0.21% 10,339
Large State of Tennessee, Department of Treasury $1,450,442 0.21% 10,796
Small Clayton Partners LLC $1,343,500 0.19% 10,000
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,333,557 0.19% 9,926
Small Kennondale Capital Management LLC $1,313,136 0.19% 9,774
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,245,580 0.18% 8,680
Mega JANE STREET GROUP, LLC $1,031,136 0.15% 7,675
Mega ALLIANCEBERNSTEIN L.P. $1,015,820 0.14% 7,561
Mid Quinn Opportunity Partners LLC $1,000,907 0.14% 7,450
Large Russell Investments Group, Ltd. $987,068 0.14% 7,347
Mid Quadrature Capital Ltd $876,633 0.13% 6,525
Mid Quantbot Technologies LP $834,850 0.12% 6,214
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $819,535 0.12% 6,100
Mega DEUTSCHE BANK AG\ Bank $814,966 0.12% 6,066
Mid Jump Financial, LLC $812,816 0.12% 6,050
Mid Y-Intercept (Hong Kong) Ltd $793,698 0.11% 5,531
Small VARCOV Co. $780,036 0.11% 5,806
Large CANADA LIFE ASSURANCE Co Insurance $774,796 0.11% 5,767
Mega Vanguard Global Advisers, LLC $756,927 0.11% 5,634
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $756,388 0.11% 5,271
Large Mirae Asset Global Investments Co., Ltd. $753,231 0.11% 5,249
Large VOYA INVESTMENT MANAGEMENT LLC $752,763 0.11% 5,603
Mega CITIGROUP INC $702,381 0.10% 5,228
Mid ROYCE & ASSOCIATES LP $691,096 0.10% 5,144
Large Vident Advisory, LLC $667,719 0.10% 4,970
Mid XTX Topco Ltd $659,389 0.09% 4,908
Large Mariner, LLC $624,996 0.09% 4,652
Mega UBS Group AG $617,875 0.09% 4,599
Mid Brevan Howard Capital Management LP $617,203 0.09% 4,594
Large Thrivent Financial for Lutherans $569,240 0.08% 4,237
Mega VANGUARD ASSET MANAGEMENT, Ltd $563,598 0.08% 4,195
Mega BARCLAYS PLC $562,924 0.08% 4,190
Mega BNP PARIBAS ARBITRAGE, SA $548,013 0.08% 4,079
Mid CenterBook Partners LP $531,354 0.08% 3,955
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $530,413 0.08% 3,948
Large CWM, LLC $489,302 0.07% 3,642
Large Quantinno Capital Management LP $488,899 0.07% 3,639
Large MetLife Investment Management, LLC $488,227 0.07% 3,634
Mid Illinois Municipal Retirement Fund Pension $462,970 0.07% 3,446
Mega JANUS HENDERSON GROUP PLC $410,304 0.06% 3,054
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $403,856 0.06% 3,006
Mid Louisiana State Employees Retirement System Pension $401,800 0.06% 2,800
Small Polymer Capital Management (US) LLC $400,631 0.06% 2,982
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $389,615 0.06% 2,900
Small EntryPoint Capital, LLC $383,300 0.05% 2,853
Large HighTower Advisors, LLC $383,300 0.05% 2,853
Key facts CIK 883237 CUSIP 92828Q109 13F (30d) 56 filings 56 filers Visit website Investor relations

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