Ficha del valor · trimestre archivado
VRTS
Virtus Investment Partners, Inc. · Financial Services · Asset Management
83Tenedores rastreados
-5Δ titulares
4.56MAcciones mantenidas
$611.96MValor declarado
+5Nuevas posiciones
−10Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -5.7% ·
flujo de acciones +2.6% ·
nuevas posiciones netas -6.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | +1 | 4.87M | $698.35M | +5 | −5 |
| Q1 2026 | 83 | -5 | 4.56M | $611.96M | +5 | −10 |
| Q4 2025 | 88 | 0 | 4.99M | $814.45M | +1 | −1 |
| Q3 2025 | 16 | -3 | 2.95M | $559.66M | — | −4 |
| Q2 2025 | 17 | 0 | 2.59M | $469.01M | — | — |
| Q1 2025 | 14 | +1 | 805.44K | $138.83M | +1 | — |
| Q4 2024 | 13 | 0 | 769.91K | $169.84M | +1 | −1 |
| Q3 2024 | 12 | 0 | 505.50K | $105.88M | +1 | −1 |
| Q2 2024 | 12 | — | 500.24K | $112.99M | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 999.37K | +1.8% | $134.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 2 | State Street Global Advisors ✦ (pasivo) | 438.73K | +43.2% | $58.94M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 3 | Victory Capital Management Inc | 318.01K | +29.6% | $42.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 305.12K | +2.7% | $40.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | Vanguard Capital Management Llc | 285.55K | — | $38.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Charles Schwab Investment… | 258.81K | -13.8% | $34.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | American Century Companies Inc | 188.81K | +9.5% | $25.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 159.22K | +4.9% | $21.40M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 132.27K | +7.8% | $17.77M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 10 | Brown Advisory Inc | 103.87K | +14.8% | $13.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Hotchkis & Wiley Capital Management… | 96.57K | +43.8% | $12.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 96.06K | +26.6% | $12.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 13 | JPMorgan Chase ✦ | 92.46K | +0.3% | $12.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 14 | Two Sigma Investments ✦ | 86.55K | +28.2% | $11.63M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Northern Trust Corp | 78.05K | -18.6% | $10.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 16 | Goldman Sachs Group ✦ | 70.25K | -9.9% | $9.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Bank of New York Mellon Corp | 69.75K | -7.0% | $9.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 18 | Millennium Management ✦ | 58.99K | +74.7% | $7.93M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 19 | First Trust Advisors Lp | 52.93K | +38.1% | $7.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Prudential Financial Inc | 47.33K | +47.8% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 41.96K | Nuevo | $5.64M | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Nuveen, LLC | 35.37K | +0.2% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Squarepoint Ops LLC | 32.67K | +56.6% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Sei Investments Co | 30.96K | +135.4% | $4.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Principal Financial Group Inc | 30.86K | +2.0% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Invesco Ltd. | 29.80K | +11.4% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 27 | Arrowstreet Capital ✦ | 28.97K | -9.0% | $3.89M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 27.23K | +73.1% | $3.66M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 26.12K | -33.0% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Ameriprise Financial Inc | 23.35K | -27.7% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Man Group plc | 21.46K | +54.8% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Rhumbline Advisers | 20.87K | -3.7% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Connor, Clark & Lunn Investment… | 17.70K | +3.5% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Creative Planning | 16.89K | +74.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 15.71K | -17.0% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 15.70K | +953.2% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 14.12K | +93.6% | $1.90M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 38 | Legal & General Group Plc | 13.88K | -11.1% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Swiss National Bank | 12.70K | 0.0% | $1.71M | 0.0% | Held | 2 | SEC ↗ |
| 40 | Franklin Resources Inc | 12.49K | -12.8% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 41 | Tudor Investment Corp Et Al | 12.32K | -51.5% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | T. Rowe Price ✦ | 11.72K | -68.4% | $1.58M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 9.93K | +0.8% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Alliancebernstein L.P. | 7.56K | -0.1% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Jane Street Group, Llc | 7.67K | -69.5% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 7.35K | -38.7% | $987,182 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 47 | California State Teachers… | 6.10K | -0.8% | $819,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 6.07K | +11.4% | $814,967 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 49 | Voya Investment Management Llc | 5.60K | -9.9% | $752,763 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Citigroup Inc | 5.23K | +71.9% | $702,381 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 51 | Mariner, LLC | 4.65K | -12.1% | $624,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | UBS Group AG | 4.60K | -34.8% | $617,875 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | Mirae Asset Global Investments Co.… | 4.44K | -22.6% | $597,051 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Barclays Plc | 4.19K | -62.8% | $562,926 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Bnp Paribas Financial Markets | 4.08K | -73.8% | $548,014 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Cwm, Llc | 3.64K | -42.8% | $489,303 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Quantinno Capital Management LP | 3.64K | -2.8% | $488,986 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Janus Henderson Group Plc | 3.05K | 0.0% | $409,923 | 0.0% | Held | 2 | SEC ↗ |
| 59 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.01K | +0.5% | $403,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Canada Pension Plan Investment Board | 2.90K | 0.0% | $389,615 | 0.0% | Held | 2 | SEC ↗ |
| 61 | HighTower Advisors, LLC | 2.85K | Nuevo | $383,296 | 0.0% | New | 1 | SEC ↗ |
| 62 | Wealth Enhancement Advisory… | 2.96K | -10.4% | $376,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 2.74K | -2.9% | $368,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Wells Fargo & Company/Mn | 2.65K | -64.2% | $356,205 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 65 | Susquehanna International Group, Llp | 2.60K | Nuevo | $348,773 | 0.0% | New | 1 | SEC ↗ |
| 66 | Hsbc Holdings Plc | 2.58K | -50.2% | $339,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | New York State Common Retirement… | 2.46K | 0.0% | $330,232 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Balyasny Asset Management L.P. | 2.42K | Nuevo | $325,530 | 0.0% | New | 1 | SEC ↗ ×2 |
| 69 | Royal Bank Of Canada | 2.29K | -97.4% | $308,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 70 | Mercer Global Advisors Inc /Adv | 1.83K | -11.8% | $246,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Cerity Partners LLC | 1.74K | -27.2% | $233,903 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Fifth Third Bancorp | 1.57K | +2566.1% | $211,333 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Ensign Peak Advisors, Inc | 565 | 0.0% | $75,908 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Zurcher Kantonalbank (Zurich… | 413 | 0.0% | $55,487 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 371 | -25.6% | $49,844 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 76 | Assetmark, Inc | 269 | Nuevo | $36,140 | 0.0% | New | 1 | SEC ↗ |
| 77 | Us Bancorp \De\ | 258 | +200.0% | $34,663 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 78 | Rockefeller Capital Management L.P. | 149 | +313.9% | $20,018 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 79 | Optiver Holding B.V. | 134 | +644.4% | $18,003 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Jones Financial Companies Lllp | 126 | +26.0% | $16,268 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 111 | -53.0% | $15,026 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 82 | Mitsubishi UFJ Asset Management… | 39 | 0.0% | $5,240 | 0.0% | Held | 2 | SEC ↗ |
| 83 | Northwestern Mutual Wealth… | 30 | 0.0% | $4,030 | 0.0% | Held | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Citadel Advisors | $5.64M | 0.0% |
| HighTower Advisors, LLC | $383,296 | 0.0% |
| Susquehanna International… | $348,773 | 0.0% |
| Balyasny Asset Management L.P. | $325,530 | 0.0% |
| Assetmark, Inc | $36,140 | 0.0% |
Posición cerrada
| Wcm Investment Management, Llc | $14.41M | era 0.0% |
| Healthcare Of Ontario Pension… | $2.43M | era 0.0% |
| Point72 Asset Management | $1.74M | era 0.0% |
| DZ BANK AG Deutsche Zentral… | $1.30M | era 0.0% |
| Marshall Wace | $850,992 | era 0.0% |
| Hrt Financial Lp | $805,000 | era 0.0% |
| Universal- Beteiligungs- und… | $232,199 | era 0.0% |
| ProShare Advisors LLC | $203,448 | era 0.0% |
| BNP Paribas Asset Management… | $8,000 | era 0.0% |
| National Bank Of Canada /Fi/ | $489 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 235 tenedores, 5.61M acciones, $737.29M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 15
MORRIS W HOWARD
Director · 435 acc. · $60,284
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Oct 08
SC 13G — DIMENSIONAL FUND ADVISORS LP
Jul 24
SC 13G — VICTORY CAPITAL MANAGEMENT INC
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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