증권 기록 · 과거 분기 (아카이브)

VRTS

Virtus Investment Partners, Inc. · Financial Services · Asset Management

127.82 -2.1% 시가총액 $854.11M 주가 지연 (FMP) · 기준일 Oct 13 17:08 UTC — 아래 신고 데이터와 별개

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

83추적 보유자

-5Δ 보유자

4.56M보유 주식 수

$611.96M보고 가치

+5신규 편입 포지션

−10청산

Falling 확신도 점수 35/100 산출 방식 → 리서치 데스크에서 설명 보기 →

모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 -5.7% · 주식 흐름 +2.6% · 순 신규 포지션 -6.0% — 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가

모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026

시계열 보유 현황

분기	보유자	Δ	주식 수	보고 가치	신규	청산
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	—	—

보유자 수

보유 현황 · Q1 2026

#	운용사	주식 수	Δ 주식 수	가치	비중		보유
1	BlackRock ✦ (패시브)	999.37K	+1.8%	$134.27M	0.0%	▲ Add	4	SEC ↗ ×14
2	State Street Global Advisors ✦ (패시브)	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 ✦ (패시브)	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	신규	$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	신규	$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	신규	$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	신규	$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	신규	$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 ↗

"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.

신규 매수자

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%

청산됨

Wcm Investment Management, Llc	$14.41M	이었음 0.0%
Healthcare Of Ontario Pension…	$2.43M	이었음 0.0%
Point72 Asset Management	$1.74M	이었음 0.0%
DZ BANK AG Deutsche Zentral…	$1.30M	이었음 0.0%
Marshall Wace	$850,992	이었음 0.0%
Hrt Financial Lp	$805,000	이었음 0.0%
Universal- Beteiligungs- und…	$232,199	이었음 0.0%
ProShare Advisors LLC	$203,448	이었음 0.0%
BNP Paribas Asset Management…	$8,000	이었음 0.0%
National Bank Of Canada /Fi/	$489	이었음 0.0%

전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 235 보유 기관, 5.61M 주식, $737.29M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.

공동 보유 빈도 높음

이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.

MSFT83공동 보유자 GD83공동 보유자 BAC82공동 보유자 NVDA82공동 보유자 BSX82공동 보유자

내부자 거래

공개시장 매수 (P)

당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.

공개시장 매도 (S)

Sep 15 MORRIS W HOWARD

Director · 435 주(sh) · $60,284

부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론

수익적 소유권

Oct 08 SC 13G — DIMENSIONAL FUND ADVISORS LP

원본 SEC 제출 서류 보기 ↗

Jul 24 SC 13G — VICTORY CAPITAL MANAGEMENT INC