Scheda del titolo
VRTS
Virtus Investment Partners, Inc. · Financial Services · Asset Management
80Holder monitorati
+1Δ titolari
4.87MQuote detenute
$698.35MValore dichiarato
+5Nuove posizioni
−5Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +1.3% ·
flusso azionario +7.1% ·
nuove posizioni nette 0.0%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 1.06M | +5.7% | $151.62M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | State Street Global Advisors ✦ (passivo) | 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 ✦ (passivo) | 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 | Nuovo | $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 | Nuovo | $334,158 | 0.0% | New | 1 | SEC ↗ |
| 64 | Susquehanna International Group, Llp | 1.81K | -30.3% | $259,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Zurcher Kantonalbank (Zurich… | 1.70K | +310.9% | $243,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Fifth Third Bancorp | 1.48K | -5.8% | $212,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Universal- Beteiligungs- und… | 1.43K | Nuovo | $205,062 | 0.0% | New | 1 | SEC ↗ |
| 68 | Neuberger Berman Group LLC | 1.40K | Nuovo | $201,187 | 0.0% | New | 1 | SEC ↗ ×2 |
| 69 | Mitsubishi UFJ Trust & Banking Corp | 1.03K | Nuovo | $147,231 | 0.0% | New | 1 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 589 | +58.8% | $84,522 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 71 | Ensign Peak Advisors, Inc | 515 | -8.8% | $73,903 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Royal Bank Of Canada | 485 | -78.8% | $70,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 73 | Jones Financial Companies Lllp | 308 | +144.4% | $45,455 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Assetmark, Inc | 289 | +7.4% | $41,472 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Us Bancorp \De\ | 273 | +5.8% | $39,176 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 76 | Osaic Holdings, Inc. | 136 | +22.5% | $19,714 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 77 | Rockefeller Capital Management L.P. | 75 | -49.7% | $10,763 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 78 | Mitsubishi UFJ Asset Management… | 39 | 0.0% | $5,597 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Optiver Holding B.V. | 31 | -76.9% | $4,448 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Northwestern Mutual Wealth… | 30 | 0.0% | $4,305 | 0.0% | Held | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| 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% |
Uscito
| 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% |
| HighTower Advisors, LLC | $383,296 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 235 detentori, 5.61M azioni, $737.29M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Sep 15
MORRIS W HOWARD
Director · 435 az. · $60,284
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Oct 08
SC 13G — DIMENSIONAL FUND ADVISORS LP
Jul 24
SC 13G — VICTORY CAPITAL MANAGEMENT INC
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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