سجل الورقة المالية
VRTS
Virtus Investment Partners, Inc. · Financial Services · Asset Management
81الحاملون المتتبعون
+1Δ المساهمون
4.87Mالأسهم المحتفظ بها
$698.68Mالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.2% ·
تدفق الأسهم +7.1% ·
المراكز الجديدة الصافية +1.2%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 81 | +1 | 4.87M | $698.68M | +5 | −4 |
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 1.06M | +5.7% | $151.62M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | State Street Global Advisors ✦ (سلبي) | 448.31K | +2.2% | $64.33M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Victory Capital Management Inc | 352.93K | +11.0% | $50.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 315.71K | +3.5% | $45.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | AQR Capital Management ✦ | 286.62K | +116.7% | $41.13M | 0.0% | ▲ Add | 9 | SEC ↗ ×8 |
| 6 | Vanguard Capital Management Llc | 279.85K | -2.0% | $40.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Charles Schwab Investment… | 279.35K | +7.9% | $40.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | American Century Companies Inc | 195.36K | +3.5% | $28.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (سلبي) | 165.43K | +3.9% | $23.74M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 142.88K | +54.5% | $20.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 11 | Brown Advisory Inc | 109.41K | +5.3% | $15.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Two Sigma Investments ✦ | 107.94K | +24.7% | $15.49M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Hotchkis & Wiley Capital Management… | 97.58K | +1.1% | $14.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 89.04K | -7.3% | $12.78M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 15 | Northern Trust Corp | 85.42K | +9.4% | $12.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 16 | Nuveen, LLC | 75.85K | +114.5% | $10.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Bank of New York Mellon Corp | 70.72K | +1.4% | $10.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 18 | First Trust Advisors Lp | 47.75K | -9.8% | $6.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Millennium Management ✦ | 46.18K | -21.7% | $6.63M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | Prudential Financial Inc | 40.07K | -15.3% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Fidelity (FMR) ✦ | 38.27K | +171.1% | $5.49M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 22 | Goldman Sachs Group ✦ | 36.33K | -48.3% | $5.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 23 | Bank Of America Corp /De/ | 33.92K | +29.8% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Principal Financial Group Inc | 30.36K | -1.6% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Renaissance Technologies ✦ | 28.43K | +4.4% | $4.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 26 | Invesco Ltd. | 26.78K | -10.1% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 27 | Creative Planning | 26.63K | +57.7% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Citadel Advisors ✦ | 24.02K | -42.7% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Ameriprise Financial Inc | 20.41K | -12.6% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Rhumbline Advisers | 18.97K | -9.1% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 17.80K | +13.4% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Sei Investments Co | 17.41K | -43.8% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Connor, Clark & Lunn Investment… | 16.57K | -6.4% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Mariner, LLC | 14.18K | +204.8% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 14.03K | +205.0% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Legal & General Group Plc | 13.68K | -1.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 37 | T. Rowe Price ✦ | 12.91K | +10.1% | $1.85M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 38 | Franklin Resources Inc | 12.73K | +1.9% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 39 | Swiss National Bank | 12.60K | -0.8% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Arrowstreet Capital ✦ | 11.79K | -59.3% | $1.69M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 41 | Cerity Partners LLC | 10.75K | +517.4% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Russell Investments Group, Ltd. | 9.97K | +35.7% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 43 | Wealth Enhancement Advisory… | 8.68K | +193.5% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 8.71K | -12.3% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Bnp Paribas Financial Markets | 8.22K | +101.5% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 8.06K | +340.2% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 7.41K | +103.7% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 7.15K | +17.8% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Alliancebernstein L.P. | 7.47K | -1.2% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 6.59K | +148.5% | $945,307 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Voya Investment Management Llc | 5.79K | +3.4% | $831,583 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Balyasny Asset Management L.P. | 5.68K | +134.5% | $815,511 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Mirae Asset Global Investments Co.… | 5.25K | +18.1% | $753,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Squarepoint Ops LLC | 4.69K | -85.7% | $673,015 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Lido Advisors, LLC | 4.41K | جديد | $633,122 | 0.0% | New | 1 | SEC ↗ |
| 56 | Hsbc Holdings Plc | 3.93K | +52.4% | $572,122 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Citigroup Inc | 3.73K | -28.7% | $534,682 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 58 | Barclays Plc | 3.08K | -26.5% | $441,696 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 59 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.94K | -2.1% | $422,464 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Canada Pension Plan Investment Board | 2.90K | 0.0% | $416,150 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Manufacturers Life Insurance… | 2.62K | -4.5% | $375,827 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | New York State Common Retirement… | 2.46K | 0.0% | $352,723 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Focus Partners Wealth | 2.33K | جديد | $334,158 | 0.0% | New | 1 | SEC ↗ |
| 64 | HighTower Advisors, LLC | 2.29K | -19.6% | $329,316 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Susquehanna International Group, Llp | 1.81K | -30.3% | $259,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 1.70K | +310.9% | $243,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Fifth Third Bancorp | 1.48K | -5.8% | $212,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Universal- Beteiligungs- und… | 1.43K | جديد | $205,062 | 0.0% | New | 1 | SEC ↗ |
| 69 | Neuberger Berman Group LLC | 1.40K | جديد | $201,187 | 0.0% | New | 1 | SEC ↗ ×2 |
| 70 | Mitsubishi UFJ Trust & Banking Corp | 1.03K | جديد | $147,231 | 0.0% | New | 1 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 589 | +58.8% | $84,522 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 72 | Ensign Peak Advisors, Inc | 515 | -8.8% | $73,903 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Royal Bank Of Canada | 485 | -78.8% | $70,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 74 | Jones Financial Companies Lllp | 308 | +144.4% | $45,455 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Assetmark, Inc | 289 | +7.4% | $41,472 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Us Bancorp \De\ | 273 | +5.8% | $39,176 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 77 | Osaic Holdings, Inc. | 136 | +22.5% | $19,714 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 78 | Rockefeller Capital Management L.P. | 75 | -49.7% | $10,763 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 79 | Mitsubishi UFJ Asset Management… | 39 | 0.0% | $5,597 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Optiver Holding B.V. | 31 | -76.9% | $4,448 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Northwestern Mutual Wealth… | 30 | 0.0% | $4,305 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Lido Advisors, LLC | $633,122 | 0.0% |
| Focus Partners Wealth | $334,158 | 0.0% |
| Universal- Beteiligungs- und… | $205,062 | 0.0% |
| Neuberger Berman Group LLC | $201,187 | 0.0% |
| Mitsubishi UFJ Trust &… | $147,231 | 0.0% |
تم الخروج
| Man Group plc | $2.88M | كان 0.0% |
| Qube Research & Technologies… | $2.11M | كان 0.0% |
| Tudor Investment Corp Et Al | $1.66M | كان 0.0% |
| Jane Street Group, Llc | $1.03M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 235 المالكون, 5.61M الأسهم, $737.29M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
مشتريات السوق المفتوحة (P)
لا توجد مشتريات داخلية في السوق المفتوحة ضمن نافذة التغطية لدينا.
مبيعات السوق المفتوحة (S)
Sep 15
MORRIS W HOWARD
Director · 435 سهم · $60,284
لا تُحتسب هنا الجوائز وعمليات التنفيذ والاستقطاع الضريبي ضمن عمليات الشراء أو البيع. المنهجية
Oct 08
SC 13G — DIMENSIONAL FUND ADVISORS LP
Jul 24
SC 13G — VICTORY CAPITAL MANAGEMENT INC
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API