VRTS Virtus Investment Partners, Inc.
Virtus Investment Partners, Inc. (VRTS) Institutional Ownership
What the institutions did with VRTS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 369.9K | 72.4% |
| Creative Planning | 36.8K | 7.2% |
| PRINCIPAL FINANCIAL GROUP INC | 29.4K | 5.8% |
| Villanova Investment Management Co | 11.3K | 2.2% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 8.6K | 1.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.2K | 1.4% |
| Mirae Asset Global Investments Co., Ltd. | 5.9K | 1.1% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5.2K | 1.0% |
| Lido Advisors, LLC | 4.4K | 0.9% |
| CHOREO, LLC | 3.1K | 0.6% |
| Cambridge Investment Research Advisors, Inc. | 2.9K | 0.6% |
| Louisiana State Employees Retirement System | 2.6K | 0.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2.6K | 0.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.3K | 0.5% |
| NISA INVESTMENT ADVISORS, LLC | 2.3K | 0.4% |
| ARIZONA STATE RETIREMENT SYSTEM | 1.8K | 0.3% |
| BRIGHTON JONES LLC | 1.8K | 0.3% |
| AMALGAMATED BANK | 1.6K | 0.3% |
| Focus Financial Network, Inc. | 1.6K | 0.3% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1.6K | 0.3% |
| CITIGROUP INC | 1.4K | 0.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1.4K | 0.3% |
| State of Alaska, Department of Revenue | 1.3K | 0.2% |
| Farther Finance Advisors, LLC | 801 | 0.2% |
| GAMMA Investing LLC | 409 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | Increased | 315.7K | 369.9K | +54.1K |
| EXCHANGE TRADED CONCEPTS, LLC | Sold Out | 10.3K | 0 | -10.3K |
| Creative Planning | Increased | 26.6K | 36.8K | +10.2K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | New | 0 | 8.6K | +8.6K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 5.5K | 0 | -5.5K |
| Cambridge Investment Research Advisors, Inc. | New | 0 | 2.9K | +2.9K |
| FIRST CITIZENS BANK & TRUST CO | Sold Out | 2.4K | 0 | -2.4K |
| CITIGROUP INC | Reduced | 3.7K | 1.4K | -2.3K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 49 | 2.3K | +2.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 8.7K | 7.2K | -1.5K |
| State of Alaska, Department of Revenue | Reduced | 2.3K | 1.3K | -1.1K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 30.4K | 29.4K | -915 |
| Mirae Asset Global Investments Co., Ltd. | Increased | 5.2K | 5.9K | +621 |
| Virginia Estate & Retirement Planning Advisors Inc. | Sold Out | 500 | 0 | -500 |
| BRIGHTON JONES LLC | Reduced | 2.1K | 1.8K | -292 |
| KBC Group NV | Sold Out | 240 | 0 | -240 |
| ASSETMARK, INC | Reduced | 289 | 66 | -223 |
| Louisiana State Employees Retirement System | Reduced | 2.8K | 2.6K | -200 |
| CHOREO, LLC | Reduced | 3.3K | 3.1K | -190 |
| Heritage Family Offices, LLP | New | 0 | 166 | +166 |
| SIGNATUREFD, LLC | Increased | 104 | 260 | +156 |
| GAMMA Investing LLC | Increased | 270 | 409 | +139 |
| Root Financial Partners, LLC | New | 0 | 127 | +127 |
| New England Capital Financial Advisors LLC | New | 0 | 120 | +120 |
| Canton Hathaway, LLC | New | 0 | 100 | +100 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 5.3K | 5.2K | -88 |
| AMALGAMATED BANK | Reduced | 1.7K | 1.6K | -87 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Reduced | 1.7K | 1.6K | -83 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | Reduced | 1.5K | 1.4K | -77 |
| IFP Advisors, Inc | Reduced | 181 | 112 | -69 |
| MCF Advisors LLC | Sold Out | 62 | 0 | -62 |
| True Wealth Design, LLC | Increased | 50 | 107 | +57 |
| Versant Capital Management, Inc | Reduced | 115 | 74 | -41 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 1.8K | 1.8K | +32 |
| Fulcrum Asset Management LLP | Sold Out | 28 | 0 | -28 |
| SBI Securities Co., Ltd. | Reduced | 30 | 4 | -26 |
| Pinnacle Wealth Planning Services, Inc. | Increased | 358 | 383 | +25 |
| Farther Finance Advisors, LLC | Increased | 777 | 801 | +24 |
| Ascentis Wealth Management, LLC | New | 0 | 23 | +23 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 21 | 0 | -21 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 15 | +15 |
| Parallel Advisors, LLC | Increased | 47 | 62 | +15 |
| EVERGREEN CAPITAL MANAGEMENT LLC | Reduced | 2.6K | 2.6K | -11 |
| Provenance Wealth Advisors, LLC | New | 0 | 7 | +7 |
| Parkside Financial Bank & Trust | Increased | 12 | 19 | +7 |
| EverSource Wealth Advisors, LLC | Reduced | 255 | 248 | -7 |
| Stone House Investment Management, LLC | Sold Out | 6 | 0 | -6 |
| Essential Partners LLC | Reduced | 249 | 244 | -5 |
| Lido Advisors, LLC | Increased | 4.4K | 4.4K | +5 |
| Retirement Wealth Solutions LLC | Increased | 4 | 8 | +4 |
| Sterling Capital Management LLC | Reduced | 129 | 125 | -4 |
| Avion Wealth | Sold Out | 4 | 0 | -4 |
| Physician Wealth Advisors, Inc. | Sold Out | 4 | 0 | -4 |
| CoreCap Advisors, LLC | Sold Out | 4 | 0 | -4 |
| Bare Financial Services, Inc | Increased | 27 | 30 | +3 |
| Plante Moran Financial Advisors, LLC | Sold Out | 2 | 0 | -2 |
| SJS Investment Consulting Inc. | Reduced | 37 | 35 | -2 |
| Hughes Financial Services, LLC | Reduced | 3 | 2 | -1 |
| Davis Capital Management | Increased | 1 | 2 | +1 |
| Covestor Ltd | Increased | 11 | 12 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.