13FBOX
VIRTUS INVT PARTNERS INC · 13F Institutional Holdings
Options Calculator Rankings
V

VIRTUS INVT PARTNERS INC

VRTS
Institutions
232
Combined AUM (Q2 2026)
$858.3M
Combined Shares (Q2 2026)
6.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+705,445
123 · 31 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-462,405
94 · 36 Exit · ≈
⚖️ Net
+243,040
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$858.3M
Institutions
232
New Buys
31
Adds
92
Reduces
58
Exits
36
Unchanged
51
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#68$151.6M1.1M$134.3M999,368+57,246+5.73%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#60$64.6M450,124$65.1M484,890-34,766-7.17%Reduce
STATE STREET CORP
<0.01%<0.01%#78$64.3M448,314$58.9M438,734+9,580+2.18%Add
VICTORY CAPITAL MANAGEMENT INC
0.03%0.03%#19$50.6M352,930$42.7M318,009+34,921+10.98%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#39$45.3M315,715$41.0M305,115+10,600+3.47%Add
AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#27$41.1M286,625$17.8M132,274+154,351+116.69%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#118$40.2M279,848$38.4M285,546-5,698-2.00%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#52$40.1M279,346$34.8M258,815+20,531+7.93%Add
AMERICAN CENTURY COMPANIES INC
0.01%0.01%#29$28.0M195,363$25.4M188,813+6,550+3.47%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#103$23.7M165,425$21.4M159,225+6,200+3.89%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#105$20.6M142,881$12.0M92,462+50,419+54.53%Add
BROWN ADVISORY INC
0.02%0.02%#20$15.7M109,414$14.0M103,866+5,548+5.34%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#33$15.5M107,942$11.6M86,553+21,389+24.71%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.04%0.04%#15$14.0M97,582$13.0M96,572+1,010+1.05%Add
MORGAN STANLEY
<0.01%<0.01%#124$12.8M89,042$17.9M94,329-5,287-5.60%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#96$12.3M85,422$10.5M78,048+7,374+9.45%Add
GLENMEDE TRUST CO NA
0.05%0.04%#13$11.2M78,279$7.5M56,041+22,238+39.68%Add
ALGERT GLOBAL LLC
0.13%0.16%#7$11.2M77,962$10.4M77,098+864+1.12%Add
Nuveen, LLC
<0.01%<0.01%#63$10.9M75,847$4.8M35,365+40,482+114.47%Add
Bank of New York Mellon Corp
<0.01%<0.01%#87$10.1M70,719$9.4M69,754+965+1.38%Add
Zimmer Partners, LP
0.17%0.27%#6$7.3M50,708$11.3M84,121-33,413-39.72%Reduce
FIRST TRUST ADVISORS LP
<0.01%0.01%#57$6.9M47,751$7.1M52,930-5,179-9.78%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#69$6.6M46,179$7.9M58,988-12,809-21.71%Reduce
BESSEMER GROUP INC
0.01%<0.01%#37$6.2M42,919$13,00095+42,824+45,077.89%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#100$6.0M41,736$5.5M40,776+960+2.35%Add
PRUDENTIAL FINANCIAL INC
0.01%0.01%#45$5.8M40,071$6.4M47,326-7,255-15.33%Reduce
FMR LLC
<0.01%<0.01%#174$5.5M38,268$1.9M14,117+24,151+171.08%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#145$5.2M36,331$9.4M70,248-33,917-48.28%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#166$4.9M33,917$3.5M26,124+7,793+29.83%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#72$4.4M30,360$4.1M30,857-497-1.61%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#50$4.1M28,429$3.7M27,229+1,200+4.41%Add
Invesco Ltd.
<0.01%<0.01%#168$3.8M26,782$4.0M29,804-3,022-10.14%Reduce
Creative Planning
<0.01%<0.01%#70$3.8M26,631$2.3M16,888+9,743+57.69%Add
AWH Capital, L.P.
2.49%3.02%#1$3.6M24,742$3.3M24,74200.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#151$3.4M24,024$5.6M41,958-17,934-42.74%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.06%0.06%#11$3.4M23,626$3.2M23,62600.00%Unchanged
IEQ CAPITAL, LLC
0.02%0.01%#26$3.3M22,680$1.8M13,185+9,495+72.01%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%0.01%#40$3.1M21,627$3.1M22,753-1,126-4.95%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#134$2.9M20,410$3.1M23,354-2,944-12.61%Reduce
RHUMBLINE ADVISERS
<0.01%<0.01%#75$2.7M18,969$2.8M20,867-1,898-9.10%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#58$2.6M17,804$2.1M15,703+2,101+13.38%Add
SEI INVESTMENTS CO
<0.01%<0.01%#71$2.5M17,415$4.2M30,963-13,548-43.76%Reduce
Empowered Funds, LLC
0.01%0.01%#28$2.4M16,792$2.1M15,319+1,473+9.62%Add
Connor, Clark & Lunn Investment Management Ltd.
<0.01%0.01%#56$2.4M16,571$2.4M17,704-1,133-6.40%Reduce
XTX Topco Ltd
0.03%0.01%#18$2.2M15,591$659,3904,908+10,683+217.67%Add
Huber Capital Management LLC
0.33%0.26%#5$2.2M15,468$1.7M12,568+2,900+23.07%Add
Mariner, LLC
<0.01%<0.01%#73$2.0M14,181$624,8484,652+9,529+204.84%Add
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
0.04%0.02%#16$2.0M14,095$530,4143,948+10,147+257.02%Add
UBS Group AG
<0.01%<0.01%#172$2.0M14,029$617,8754,599+9,430+205.04%Add
Legal & General Group Plc
<0.01%<0.01%#147$2.0M13,684$1.9M13,879-195-1.41%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow