VRTS

Virtus Investment Partners$146.57 1.53%
FinancialsUSCUSIP 92828Q109· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
65
-5 QoQ
13F Value (tracked)
$486.5M
Insider Net · 180d
-$672K
1↑ 2↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)17 adding · 13 trimming
Insider net (180d)-$672K

Price & smart-money activity

$146.57 1.53%5Y -45.9%
$108.82$169.00$229.19$289.37$349.5520212022202320242025202629222835224035212823262527263922213430242729942272472837403936454046414736241433340422
Hover for who · click for detailEnd-of-day closing prices52w $125.42 – $213.98
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Use VRTS data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns VRTS

This stock page is the Follow view. The Build view lets your agent query VRTS owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VRTS"
Ask your agent
Use Arkolith to show who owns VRTS,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

65 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1VANGUARD GROUP INC
$136.7M
838K
−1.0%
Reduced · −9K sh
Q4 2025
2BlackRock, Inc.
$134.3M
999K
+1.8%
Added · +18K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$65.1M
485K
New
+485K sh
Q1 2026
4STATE STREET CORP
$58.9M
439K
+43%
Added · +132K sh
Q1 2026
5GEODE CAPITAL MANAGEMENT, LLC
$21.4M
159K
+4.9%
Added · +7K sh
Q1 2026
6HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
$13.0M
97K
+44%
Added · +29K sh
Q1 2026
7Zimmer Partners, LP
$11.3M
84K
+236%
Added · +59K sh
Q1 2026
8GLENMEDE TRUST CO NA
$7.5M
56K
−7.1%
Reduced · −4K sh
Q1 2026
9CITADEL ADVISORS LLC
$5.6M
42K
New
+42K sh
Q1 2026
10VANGUARD FIDUCIARY TRUST CO
$5.5M
41K
New
+41K sh
Q1 2026
11BRIDGEWAY CAPITAL MANAGEMENT, LLC
$3.2M
24K
New
+24K sh
Q1 2026
12PUBLIC SECTOR PENSION INVESTMENT BOARD
$3.1M
23K
+3.6%
Added · +791 sh
Q1 2026
13Man Group plc
$2.9M
21K
+55%
Added · +8K sh
Q1 2026
14Connor, Clark & Lunn Investment Management Ltd.
$2.4M
18K
+3.5%
Added · +594 sh
Q1 2026
15FMR LLC
$1.9M
14K
+94%
Added · +7K sh
Q1 2026
16IEQ CAPITAL, LLC
$1.8M
13K
−27%
Reduced · −5K sh
Q1 2026
17TUDOR INVESTMENT CORP ET AL
$1.7M
12K
−52%
Reduced · −13K sh
Q1 2026
18EXCHANGE TRADED CONCEPTS, LLC
$1.6M
12K
New
+12K sh
Q1 2026
19Y-Intercept (Hong Kong) Ltd
$1.1M
8K
−45%
Reduced · −7K sh
Q1 2026
20Quadrature Capital Ltd
$877K
7K
−13%
Reduced · −974 sh
Q1 2026
21Vident Advisory, LLC
$668K
5K
+24%
Added · +962 sh
Q1 2026
22CenterBook Partners LP
$531K
4K
−37%
Reduced · −2K sh
Q1 2026
23CWM, LLC
$489K
4K
−43%
Reduced · −3K sh
Q1 2026
24MetLife Investment Management, LLC
$488K
4K
Held
Q1 2026
25Illinois Municipal Retirement Fund
$463K
3K
+2.3%
Added · +77 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
6
funds
Added
11
funds
Reduced
13
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$524K
1 insiders
Sells · 180d
$1.2M
2 insiders
Net
-$672K
8 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 16, 2026Mandinach Barry M.EVP, Head of DistributionSell (S)500$73K
Jun 16, 2026Mandinach Barry M.EVP, Head of DistributionSell (S)5K$651K
Mar 13, 2026AYLWARD GEORGE RDirector, CEO and President, DirectorGrant (A)13K$1.6M
Mar 13, 2026Angerthal Michael AEVP, CFO & TreasurerGrant (A)5K$650K
Mar 13, 2026Angerthal Michael AEVP, CFO & TreasurerTax withholding (F)772$97K
Mar 13, 2026AYLWARD GEORGE RDirector, CEO and President, DirectorTax withholding (F)4K$497K
Mar 13, 2026Mandinach Barry M.EVP, Head of DistributionGrant (A)3K$390K
Mar 13, 2026Mandinach Barry M.EVP, Head of DistributionTax withholding (F)741$93K
Mar 13, 2026Lieberman Elizabeth AEVP, Chief HR OfficerTax withholding (F)143$18K
Mar 13, 2026Lieberman Elizabeth AEVP, Chief HR OfficerGrant (A)2K$309K
Mar 13, 2026Smirl Richard WEVP & Chief Operating OfficerTax withholding (F)1K$141K
Mar 13, 2026Smirl Richard WEVP & Chief Operating OfficerGrant (A)5K$650K

Institutional ownership over time

154 funds+46 since Q2 2022
081161Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $723.9M

Funds that own VRTS also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT71 funds$29.0B
BANK OF AMERICA CORPBAC70 funds$3.5B
UNITEDHEALTH GROUP INCUNH70 funds$3.5B
ALPHABET INC-CL AGOOGL69 funds$20.0B
LAM RESEARCH CORPLRCX69 funds$3.5B
APPLE INCAAPL68 funds$33.6B
AMAZON.COM INCAMZN68 funds$21.6B
BROADCOM INCAVGO68 funds$15.5B
ELI LILLY & COLLY68 funds$8.0B
COSTCO WHOLESALE CORPCOST68 funds$5.0B
WELLS FARGO & COWFC68 funds$3.0B
GENERAL MOTORS COGM68 funds$1.9B

Ranked by how many of VRTS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VRTS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.