Security record
VRTS
Virtus Investment Partners, Inc. · Financial Services · Asset Management
81Tracked holders
+1Δ holders
4.87MShares held
$698.68MReported value
+5New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +1.2% ·
share flow +7.1% ·
net new positions +1.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.06M | +5.7% | $151.62M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | State Street Global Advisors ✦ (passive) | 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 ✦ (passive) | 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 | New | $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 | New | $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 | New | $205,062 | 0.0% | New | 1 | SEC ↗ |
| 69 | Neuberger Berman Group LLC | 1.40K | New | $201,187 | 0.0% | New | 1 | SEC ↗ ×2 |
| 70 | Mitsubishi UFJ Trust & Banking Corp | 1.03K | New | $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 ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| 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% |
Exited
| Man Group plc | $2.88M | was 0.0% |
| Qube Research & Technologies… | $2.11M | was 0.0% |
| Tudor Investment Corp Et Al | $1.66M | was 0.0% |
| Jane Street Group, Llc | $1.03M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 235 holders, 5.61M shares, $737.29M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 15
MORRIS W HOWARD
Director · 435 sh · $60,284
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Oct 08
SC 13G — DIMENSIONAL FUND ADVISORS LP
Jul 24
SC 13G — VICTORY CAPITAL MANAGEMENT INC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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