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Equibles

VRTS

Virtus Investment Partners, Inc.

Company with tickers: VRTS

CIK
883237
CUSIP
92828Q109
Shares Outstanding
6,682,122
13F Activity (30d)
57 filings 54 filers

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.

Holders: 197
Total Value: $420,119,996
Total Shares: 3,127,057
Showing 1–100 of 198 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 196 13F filers · Δ vs Dec 31, 2025
Top Holder
20.0%
Jun 2023 → Mar 2026 · range 15.6% – 20.0%
+4.4 pts
Top 5
52.7%
Jun 2023 → Mar 2026 · range 41.4% – 52.9%
+11.4 pts
Top 10
68.6%
Jun 2023 → Mar 2026 · range 57.8% – 68.6%
+10.8 pts
HHI
785
Jun 2023 → Mar 2026 · range 511 – 801
Broadly held+274

Quarterly Activity

vs Dec 31, 2025
New
38
Increased
58
Decreased
53
Sold Out
41
Unchanged
48
Holder count: -3
Institutional value: +30.8%
Shares held: +58.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega STATE STREET CORP +571,093 877,468
Mid Zimmer Partners, LP +59,121 84,121
Mega TWO SIGMA INVESTMENTS, LP +19,046 86,553
Large SEI INVESTMENTS CO +17,811 30,963
Mega AMERICAN CENTURY COMPANIES INC +16,312 188,813

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega NORTHERN TRUST CORP −17,840 78,048
Large TUDOR INVESTMENT CORP ET AL −13,089 12,325
Mega BNP PARIBAS ARBITRAGE, SA −11,471 4,079
Mid Y-Intercept (Hong Kong) Ltd −6,666 8,061
Large IEQ CAPITAL, LLC −4,774 13,185

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
— VANGUARD PORTFOLIO MANAGEMENT LLC 490,541 $65,904,183
Mega VANGUARD CAPITAL MANAGEMENT LLC 285,546 $38,363,105
Mega VANGUARD FIDUCIARY TRUST CO 40,776 $5,478,255
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC 23,626 $3,174,153
Large Empowered Funds, LLC 15,319 $2,058,107

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large WCM INVESTMENT MANAGEMENT, LLC 87,812 $14,326,527
Mid Vulcan Value Partners, LLC 77,326 $12,615,736
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 31,831 $5,193,227
Large ExodusPoint Capital Management, LP 23,390 $3,816,078
Large Qube Research & Technologies Ltd 18,924 $3,087,450
Filter: New 38 Increased 58 Reduced 53 Sold out 41 Unchanged 48
Showing 100 of 198
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
— VANGUARD PORTFOLIO MANAGEMENT LLC $65,904,183 15.69% 490,541
Mega STATE STREET CORP $58,943,912 14.03% 438,734
Mega STATE STREET CORP $58,943,912 14.03% 438,734
Mega VANGUARD CAPITAL MANAGEMENT LLC $38,363,105 9.13% 285,546
Mega AMERICAN CENTURY COMPANIES INC $25,367,026 6.04% 188,813
Mega GEODE CAPITAL MANAGEMENT, LLC $21,391,878 5.09% 159,225
Mega TWO SIGMA INVESTMENTS, LP $11,628,395 2.77% 86,553
Mid Zimmer Partners, LP $11,301,656 2.69% 84,121
Mega NORTHERN TRUST CORP Bank $10,485,746 2.50% 78,048
Mid ALGERT GLOBAL LLC $10,358,116 2.47% 77,098
Large GLENMEDE TRUST CO NA Bank $7,529,107 1.79% 56,041
Mega FIRST TRUST ADVISORS LP $7,111,145 1.69% 52,930
Mega VANGUARD FIDUCIARY TRUST CO Bank $5,478,255 1.30% 40,776
Mega Nuveen, LLC $4,751,287 1.13% 35,365
Large Squarepoint Ops LLC $4,389,751 1.04% 32,674
Large SEI INVESTMENTS CO $4,159,878 0.99% 30,963
Mega PRINCIPAL FINANCIAL GROUP INC $4,145,637 0.99% 30,857
Micro AWH Capital, L.P. $3,324,087 0.79% 24,742
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $3,174,153 0.76% 23,626
Large Public Sector Pension Investment Board Pension $3,056,865 0.73% 22,753
Large Man Group plc $2,883,284 0.69% 21,461
Mega RHUMBLINE ADVISERS $2,803,481 0.67% 20,867
Large Creative Planning $2,268,902 0.54% 16,888
Large CAPTRUST FINANCIAL ADVISORS $2,109,698 0.50% 15,703
Large Empowered Funds, LLC $2,058,107 0.49% 15,319
Mega Legal & General Group Plc $1,864,642 0.44% 13,879
Large IEQ CAPITAL, LLC $1,771,404 0.42% 13,185
Mega Swiss National Bank Bank $1,706,245 0.41% 12,700
Small Huber Capital Management LLC $1,688,510 0.40% 12,568
Large TUDOR INVESTMENT CORP ET AL $1,655,863 0.39% 12,325
Mid EXCHANGE TRADED CONCEPTS, LLC $1,590,166 0.38% 11,836
Large State of Tennessee, Department of Treasury $1,450,442 0.35% 10,796
Micro Villanova Investment Management Co LLC $1,415,242 0.34% 10,534
Small Clayton Partners LLC $1,343,500 0.32% 10,000
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,333,557 0.32% 9,926
Small Kennondale Capital Management LLC $1,313,136 0.31% 9,774
Mid Y-Intercept (Hong Kong) Ltd $1,082,995 0.26% 8,061
Mid Quinn Opportunity Partners LLC $1,000,907 0.24% 7,450
Large Russell Investments Group, Ltd. $987,068 0.23% 7,347
Mid Quadrature Capital Ltd $876,633 0.21% 6,525
Mid Quantbot Technologies LP $834,850 0.20% 6,214
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $819,535 0.20% 6,100
Mega DEUTSCHE BANK AG\ Bank $814,966 0.19% 6,066
Mid Jump Financial, LLC $812,816 0.19% 6,050
Small VARCOV Co. $780,036 0.19% 5,806
Large CANADA LIFE ASSURANCE Co Insurance $774,796 0.18% 5,767
Mega Vanguard Global Advisers, LLC $756,927 0.18% 5,634
Large VOYA INVESTMENT MANAGEMENT LLC $752,763 0.18% 5,603
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $733,819 0.17% 5,462
Mega CITIGROUP INC $702,381 0.17% 5,228
Large Vident Advisory, LLC $667,719 0.16% 4,970
Mid XTX Topco Ltd $659,389 0.16% 4,908
Large Mariner, LLC $624,996 0.15% 4,652
Mid Brevan Howard Capital Management LP $617,203 0.15% 4,594
Large Mirae Asset Global Investments Co., Ltd. $597,051 0.14% 4,444
Mega VANGUARD ASSET MANAGEMENT, Ltd $563,598 0.13% 4,195
Mega BNP PARIBAS ARBITRAGE, SA $548,013 0.13% 4,079
Mid CenterBook Partners LP $531,354 0.13% 3,955
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $530,413 0.13% 3,948
Large CWM, LLC $489,302 0.12% 3,642
Large Quantinno Capital Management LP $488,899 0.12% 3,639
Large MetLife Investment Management, LLC $488,227 0.12% 3,634
Mid Illinois Municipal Retirement Fund Pension $462,970 0.11% 3,446
Mid State of Alaska, Department of Revenue $456,386 0.11% 3,397
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $403,856 0.10% 3,006
Small Polymer Capital Management (US) LLC $400,631 0.10% 2,982
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $397,272 0.09% 2,957
Small EntryPoint Capital, LLC $383,300 0.09% 2,853
Large HighTower Advisors, LLC $383,300 0.09% 2,853
Mid Louisiana State Employees Retirement System Pension $376,180 0.09% 2,800
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $368,253 0.09% 2,741
Small WBI INVESTMENTS, LLC $351,728 0.08% 2,618
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $348,772 0.08% 2,596
Mega HSBC HOLDINGS PLC $346,891 0.08% 2,582
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $330,232 0.08% 2,458
Mid CHOREO, LLC $327,948 0.08% 2,441
Mid FIRST CITIZENS BANK & TRUST CO Bank $327,545 0.08% 2,438
Small Odyssean, LLC $319,349 0.08% 2,377
Mid Envestnet Portfolio Solutions, Inc. $316,125 0.08% 2,353
Mid Aquatic Capital Management LLC $300,809 0.07% 2,239
Mid Capital Investment Advisors, LLC $264,669 0.06% 1,970
Large MERCER GLOBAL ADVISORS INC /ADV $246,129 0.06% 1,832
Large AMALGAMATED BANK Bank $245,726 0.06% 1,829
Large Police & Firemen's Retirement System of New Jersey Pension $243,979 0.06% 1,816
Large ARIZONA STATE RETIREMENT SYSTEM Pension $236,993 0.06% 1,764
Mid SEIZERT CAPITAL PARTNERS, LLC $236,456 0.06% 1,760
Large Cerity Partners LLC $233,902 0.06% 1,741
Mid YOUSIF CAPITAL MANAGEMENT, LLC $226,514 0.05% 1,686
Small AXQ CAPITAL, LP $225,304 0.05% 1,677
Large SG Americas Securities, LLC Broker-Dealer $222,617 0.05% 1,657
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension $216,168 0.05% 1,609
Mid Focus Financial Network, Inc. $215,228 0.05% 1,602
Small BTG Pactual Asset Management US LLC $214,691 0.05% 1,598
Large FIFTH THIRD BANCORP Bank $211,332 0.05% 1,573
Large COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $210,929 0.05% 1,570
Large Vanguard Investments Australia, Ltd. $203,271 0.05% 1,513
Mid INTECH INVESTMENT MANAGEMENT LLC $200,181 0.05% 1,490
Mid OREGON PUBLIC EMPLOYEES RETIREMENT FUND Pension $192,926 0.05% 1,436
Large KLP KAPITALFORVALTNING AS $188,090 0.04% 1,400
Micro Caitlin John, LLC $182,312 0.04% 1,357

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