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Disclosery

VRTS VIRTUS INVT PARTNERS INC

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Stock (common), issuer CIK 883237

237 managers (244 13F filers) reported a position in VRTS shares at 2025-06-30, 5,541,652 shares in all. 38 filers opened a position and 34 filers sold out during the quarter.

Managers
237
13F filers
244
New
38
Added
82
Reduced
85
Sold out
34
Shares held by filers
5,541,652

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Private Wealth Management Group, LLC18$3.27K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.17$3.08K<0.01%new13F-HR/ATimeline
EASTERN BANK16$2.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC15$2.72K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14$2.56K<0.01%-513F-HRTimelineGroup
Strategic Wealth Partners, Ltd.13$2.36K<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12$2.18K<0.01%-213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.12$2.18K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…12$2.18K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11$2K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10$1.81K<0.01%013F-HRTimeline
MTM Investment Management, LLC9$1.63K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8$1.55K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK7$1.27K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC7$1.27K<0.01%013F-HR/ATimeline
SBI Securities Co., Ltd.7$1.27K<0.01%+113F-HRTimeline
Hughes Financial Services, LLC6$1.14K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$1.09K<0.01%-1013F-HRTimeline
Tortoise Investment Management, LLC6$1.09K<0.01%new13F-HRTimeline
Bare Financial Services, Inc6$1.09K<0.01%-213F-HRTimeline
Fairman Group, LLC6$1.09K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.7$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd7$1K<0.01%+613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5$907<0.01%013F-HRTimelineGroup
JNBA Financial Advisors5$907<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5$907<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC5$907<0.01%new13F-HRTimeline
Caitong International Asset Management …5$907<0.01%new13F-HRTimeline
Arax Advisory Partners4$726<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC4$726<0.01%new13F-HRTimeline
Clearstead Trust, LLC3$545<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc3$545<0.01%-1113F-HRTimeline
Fortis Group Advisors, LLC3$454<0.01%013F-HRTimeline
Larson Financial Group LLC2$363<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$181<0.01%-113F-HRTimelineGroup
PRIVATE TRUST CO NA1$181<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue 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