Ficha del valor
VRTS
Virtus Investment Partners, Inc. · Financial Services · Asset Management
81Tenedores rastreados
+1Δ titulares
4.87MAcciones mantenidas
$698.68MValor declarado
+5Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.2% ·
flujo de acciones +7.1% ·
nuevas posiciones netas +1.2%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 1.06M | +5.7% | $151.62M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | State Street Global Advisors ✦ (pasivo) | 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 ✦ (pasivo) | 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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $205,062 | 0.0% | New | 1 | SEC ↗ |
| 69 | Neuberger Berman Group LLC | 1.40K | Nuevo | $201,187 | 0.0% | New | 1 | SEC ↗ ×2 |
| 70 | Mitsubishi UFJ Trust & Banking Corp | 1.03K | Nuevo | $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 ↗ |
«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
| 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% |
Posición cerrada
| Man Group plc | $2.88M | era 0.0% |
| Qube Research & Technologies… | $2.11M | era 0.0% |
| Tudor Investment Corp Et Al | $1.66M | era 0.0% |
| Jane Street Group, Llc | $1.03M | 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: Q2 2026 ·
Metodología ·
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