증권 기록

VRTS

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

131.22 -0.3% 시가총액 $876.83M 주가 지연 (FMP) · 기준일 Oct 11 03:53 UTC — 아래 신고 데이터와 별개

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

80추적 보유자

+1Δ 보유자

4.87M보유 주식 수

$698.35M보고 가치

+5신규 편입 포지션

−5청산

Rising 확신도 점수 46/100 산출 방식 → 리서치 데스크에서 설명 보기 →

모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 +1.3% · 주식 흐름 +7.1% · 순 신규 포지션 0.0% — 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가

모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 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 · Q2 2026

#	운용사	주식 수	Δ 주식 수	가치	비중		보유
1	BlackRock ✦ (패시브)	1.06M	+5.7%	$151.62M	0.0%	▲ Add	5	SEC ↗ ×13
2	State Street Global Advisors ✦ (패시브)	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 ✦ (패시브)	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	신규	$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	신규	$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	신규	$205,062	0.0%	New	1	SEC ↗
68	Neuberger Berman Group LLC	1.40K	신규	$201,187	0.0%	New	1	SEC ↗ ×2
69	Mitsubishi UFJ Trust & Banking Corp	1.03K	신규	$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 ↗

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

신규 매수자

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%

청산됨

Man Group plc	$2.88M	이었음 0.0%
Qube Research & Technologies…	$2.11M	이었음 0.0%
Tudor Investment Corp Et Al	$1.66M	이었음 0.0%
Jane Street Group, Llc	$1.03M	이었음 0.0%
HighTower Advisors, LLC	$383,296	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.

GD80공동 보유자 FI80공동 보유자 GOOGL80공동 보유자 MSFT80공동 보유자 AXP79공동 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