VIRTUS INVESTMENT PARTNERS VRTS
$151.64
+4.5% 52w: $123.33 – $202.00
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data123.33162.66202.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
236
+0 QoQ
13F value
$764.6M
-18.0% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns VRTS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 999.4K | $134.3M | 0.0% | +1.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 484.9K | $65.1M | 0.0% | — |
| STATE STREET CORP | Index provider | 438.7K | $58.9M | 0.0% | +43.2% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 318.0K | $42.7M | 0.0% | +29.6% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 305.1K | $41.0M | 0.0% | +2.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 285.5K | $38.4M | 0.0% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 258.8K | $34.8M | 0.0% | -13.8% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 188.8K | $25.4M | 0.0% | +9.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 159.2K | $21.4M | 0.0% | +4.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 132.3K | $17.8M | 0.0% | +7.8% |
| BROWN ADVISORY INC | Diversified mechanical | 103.9K | $14.0M | 0.0% | +14.8% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 96.6K | $13.0M | 0.0% | +43.8% |
| MORGAN STANLEY | Bank broker | 96.1K | $12.9M | 0.0% | +26.6% |
| JPMORGAN CHASE & CO | Bank broker | 92.5K | $12.0M | 0.0% | +0.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 86.6K | $11.6M | 0.0% | +28.2% |
| Zimmer Partners, LP ★2 | Fundamental diversified | 84.1K | $11.3M | 0.3% | +236.5% |
| NORTHERN TRUST CORP | Index provider | 78.0K | $10.5M | 0.0% | -18.6% |
| ALGERT GLOBAL LLC | Diversified mechanical | 77.1K | $10.4M | 0.2% | -3.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 70.2K | $9.4M | 0.0% | -9.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 69.8K | $9.4M | 0.0% | -7.0% |
| Gator Capital Management, LLC ★2 | Fundamental diversified | 59.2K | $8.0M | 1.7% | +4.6% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 59.0K | $7.9M | 0.0% | +74.7% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 56.0K | $7.5M | 0.0% | -7.1% |
| FIRST TRUST ADVISORS LP | Index provider | 52.9K | $7.1M | 0.0% | +38.1% |
| PRUDENTIAL FINANCIAL INC | Insurance | 47.3K | $6.4M | 0.0% | +47.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 42.0K | $5.6M | 0.0% | New |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 40.8K | $5.5M | 0.0% | — |
| Nuveen, LLC | Diversified mechanical | 35.4K | $4.8M | 0.0% | +0.2% |
| Squarepoint Ops LLC | Quant stat arb | 32.7K | $4.4M | 0.0% | +56.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 31.0K | $4.2M | 0.0% | +135.4% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 30.9K | $4.1M | 0.0% | +2.0% |
| Invesco Ltd. | Index provider | 29.8K | $4.0M | 0.0% | +11.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 29.0K | $3.9M | 0.0% | -9.0% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 27.2K | $3.7M | 0.0% | +73.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 26.1K | $3.5M | 0.0% | -33.0% |
| AWH Capital, L.P. ★3 | Fundamental concentrated | 24.7K | $3.3M | 3.0% | Held |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 23.6K | $3.2M | 0.1% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 23.4K | $3.1M | 0.0% | -27.7% |
| Public Sector Pension Investment Board | Pension sovereign | 22.8K | $3.1M | 0.0% | +3.6% |
| Man Group plc | Quant stat arb | 21.5K | $2.9M | 0.0% | +54.8% |
| RHUMBLINE ADVISERS | Diversified mechanical | 20.9K | $2.8M | 0.0% | -3.7% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 17.7K | $2.4M | 0.0% | +3.5% |
| Creative Planning | Wealth advisor | 16.9K | $2.3M | 0.0% | +74.1% |
| Qube Research & Technologies Ltd | Quant stat arb | 15.7K | $2.1M | 0.0% | -17.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 15.7K | $2.1M | 0.0% | +953.2% |
| Empowered Funds, LLC | Diversified mechanical | 15.3K | $2.1M | 0.0% | New |
| FMR LLC | Long only active | 14.1K | $1.9M | 0.0% | +93.6% |
| Legal & General Group Plc | Diversified mechanical | 13.9K | $1.9M | 0.0% | -11.1% |
| IEQ CAPITAL, LLC | Diversified mechanical | 13.2K | $1.8M | 0.0% | -26.6% |
| Swiss National Bank | Index provider | 12.7K | $1.7M | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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