| 4 | VICTORY CAPITAL MANAGEMENT INC | 353K | $50.6M | +11.0% | 5.282% | 0.03% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 316K | $45.3M | +3.5% | 4.725% | 0.01% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 287K | $41.1M | +116.7% | 4.289% | 0.01% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 280K | $40.2M | -2.0% | 4.188% | 0.00% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 279K | $40.1M | +7.9% | 4.181% | 0.01% |
| 9 | AMERICAN CENTURY COMPANIES INC | 195K | $28.0M | +3.5% | 2.924% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 165K | $23.7M | +3.9% | 2.476% | 0.00% |
| 11 | JPMORGAN CHASE & CO | 143K | $20.6M | +54.5% | 2.138% | 0.00% |
| 12 | BROWN ADVISORY INC | 109K | $15.7M | +5.3% | 1.637% | 0.02% |
| 13 | TWO SIGMA INVESTMENTS, LP | 108K | $15.5M | +24.7% | 1.615% | 0.01% |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 98K | $14.0M | +1.1% | 1.460% | 0.04% |
| 15 | MORGAN STANLEY | 89K | $12.8M | -7.3% | 1.333% | 0.00% |
| 16 | NORTHERN TRUST CORP | 85K | $12.3M | +9.4% | 1.278% | 0.00% |
| 17 | GLENMEDE TRUST CO NA | 78K | $11.2M | +39.7% | 1.171% | 0.05% |
| 18 | ALGERT GLOBAL LLC | 78K | $11.2M | +1.1% | 1.167% | 0.13% |
| 19 | Nuveen, LLC | 76K | $10.9M | +114.5% | 1.135% | 0.00% |
| 20 | Bank of New York Mellon Corp | 71K | $10.1M | +1.4% | 1.058% | 0.00% |
| 21 | Zimmer Partners, LP | 51K | $7.3M | -39.7% | 0.759% | 0.17% |
| 22 | FIRST TRUST ADVISORS LP | 48K | $6.9M | -9.8% | 0.715% | 0.00% |
| 23 | MILLENNIUM MANAGEMENT LLC | 46K | $6.6M | -21.7% | 0.691% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 42K | $6.0M | +2.4% | 0.625% | 0.00% |
| 25 | PRUDENTIAL FINANCIAL INC | 40K | $5.8M | -15.3% | 0.600% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in VRTS — a direct measure of their conviction.
Institutions that fully closed their VRTS position in Q2 2026
| 80.86% |
| +0.20 pp |
| $938M |
| 22% |
| Q4 2024 | 241 | +5.2% | 80.66% | +0.98 pp | $1.20B | +6.3% |
| Q3 2024 | 229 | — | 79.68% | — | $1.13B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
29 institutions opened new positions in VRTS during Q2 2026, while 30 fully exited. 157 added to existing positions and 43 trimmed.
VRTS institutional ownership rose by 4.35 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 64.9% of all reported 13F value in VRTS, and the top 25 account for 84.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Virtus Investment Partners, Inc. (VRTS) Institutional Ownership