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VRTS VIRTUS INVT PARTNERS INC

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Stock (common), issuer CIK 883237

233 managers (238 13F filers) reported a position in VRTS shares at 2025-03-31, 5,621,492 shares in all. 28 filers opened a position and 32 filers sold out during the quarter.

Managers
233
13F filers
238
New
28
Added
72
Reduced
91
Sold out
32
Shares held by filers
5,621,492

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Medallion Wealth Advisors, LLC15$2.58K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc14$2.41K<0.01%-113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14$2.41K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.12$2.07K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.12$2K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11$1.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10$1.72K<0.01%-4213F-HRTimeline
Quarry LP8$1.38K<0.01%new13F-HRTimeline
Bare Financial Services, Inc8$1.38K<0.01%new13F-HRTimeline
Fairman Group, LLC6$1.32K<0.01%013F-HRTimeline
Allworth Financial LP8$1.25K<0.01%-513F-HRTimeline
Prestige Wealth Management Group LLC7$1.21K<0.01%013F-HR/ATimeline
SBI Securities Co., Ltd.6$1.03K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5$862<0.01%013F-HRTimelineGroup
JNBA Financial Advisors5$862<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.5$862<0.01%new13F-HRTimeline
Brooklyn Investment Group5$862<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5$862<0.01%-413F-HRTimelineGroup
True Wealth Design, LLC5$862<0.01%-413F-HRTimeline
MAI Capital Management3$518<0.01%013F-HRTimeline
Horizon Investments, LLC3$510<0.01%+213F-HRTimeline
Fortis Group Advisors, LLC3$431<0.01%013F-HRTimeline
Parkside Financial Bank & Trust2$345<0.01%013F-HRTimeline
Larson Financial Group LLC2$345<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2$344<0.01%-813F-HRTimelineGroup
Farther Finance Advisors, LLC1$174<0.01%-2313F-HRTimeline
TFC Financial Management, Inc.1$173<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.1$173<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1$172<0.01%013F-HRTimeline
Hemington Wealth Management1$00%-313F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • DIMENSIONAL FUND ADVISORS LP reported 369,858 VRTS shares, 5.6% of the class, as of 2026-09-30, in a 13G filed 2026-10-08. 0000354204-26-001068

    Accepted , ingested