Virtus Investment Partners, Inc.

VRTS

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0000883237

SEC filings (opens in a new tab)

In the last 90 days, Virtus Investment Partners, Inc. insiders filed 0 open-market purchases and 2 sales; 233 institutions reported holding it in 13F filings for Q2 2026, worth $858.4M in total; no superinvestor holds it.

Q2 2023 vs. Q1 2023

How the institutions holding Virtus Investment Partners, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023 All holders in Q1 2023

13F holders of VRTS: Q1 2023 compared with Q2 2023
Measure	Q1 2023	Q2 2023	Change
Holders	173	171	−2
Shares	6.01M	5.92M	−92.3K (−1.5%)
Value	$1.15B	$1.17B	+$15.9M (+1.4%)

New holders (24)

Institutions that held Virtus Investment Partners, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to VRTS in Q2 2023
Institution	Shares	Value	% of portfolio
Empowered Funds, LLC	14,736	$2.91M	0.10%
EA Series Trust	14,736	$2.91M	0.10%
HRT Financial LP	8,869	$1.75M	0.02%
Assenagon Asset Management S.A.	5,897	$1.16M	0.00%
Quadrature Capital Ltd	4,502	$887.8K	0.02%
Jane Street Group, LLC	4,353	$859.6K	0.00%
Healthcare of Ontario Pension Plan Trust Fund	4,128	$815.2K	0.00%
Virtu Financial LLC	3,416	$674.0K	0.05%
Y-Intercept (Hong Kong) Ltd	1,977	$390.4K	0.04%
State Board of Administration of Florida Retirement System	1,970	$389.0K	0.00%
Integrated Wealth Concepts LLC	1,630	$322.0K	0.01%
Jump Financial, LLC	1,403	$277.1K	0.01%
Qube Research & Technologies Ltd	1,275	$251.8K	0.00%
Envestnet Asset Management Inc	1,223	$241.5K	0.00%
Eqis Capital Management, Inc.	1,116	$220.3K	0.02%
ProShare Advisors LLC	1,081	$213.5K	0.00%
Atria Wealth Solutions, Inc.	1,032	$203.8K	0.00%
Harbor Capital Advisors, Inc.	211	$41.7K	0.01%
Farther Finance Advisors, LLC	22	$4.34K	0.00%
GPS Wealth Strategies Group, LLC	8	$1.58K	0.00%
Concord Wealth Partners	6	$1.19K	0.00%
Bessemer Group Inc	6	$1.00K	0.00%
Sofos Investments, Inc.	197	$610	0.00%
SJS Investment Consulting Inc.	1	$198	0.00%

Sold out (26)

Institutions that held Virtus Investment Partners, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of VRTS in Q2 2023
Institution	Shares, Q1 2023	Value, Q1 2023
Basswood Capital Management, L.L.C.	60,381	$11.5M
Interval Partners, LP	21,544	$4.10M
Gillson Capital LP	19,270	$3.67M
Walleye Capital LLC	5,558	$1.06M
Citadel Advisors LLC	4,073	$775.5K
State of Wisconsin Investment Board	4,010	$763.5K
TD Asset Management Inc	2,600	$495.0K
Guggenheim Capital LLC	2,479	$472.0K
Martingale Asset Management L P	2,456	$467.6K
Duality Advisers, LP	2,438	$464.2K
XTX Topco Ltd	1,678	$319.5K
Two Sigma Investments, LP	1,600	$304.6K
Creative Planning	1,296	$246.8K
SG Americas Securities, LLC	1,161	$221.0K
Bank of Montreal	1,110	$211.8K
Mackenzie Financial Corp	1,093	$208.1K
Lansing Street Advisors	245	$46.6K
Ameritas Advisory Services, LLC	121	$23.1K
Ellevest, Inc.	94	$17.9K
TCI Wealth Advisors, Inc.	38	$7.24K
Belpointe Asset Management LLC	29	$5.52K
GWM Advisors LLC	4	$762
Schubert & Co	3	$572
AdvisorNet Financial, Inc	1	$190
Steward Financial Group LLC	2	$0
Covestor Ltd	2	$0