Titelia

Fund shareholders of Virtus Investment Partners Inc

ISIN US92828Q1094 · United States · LEI 549300HWF93HB8BDM648

Fund shareholders
255
Of which ETFs
65 190 other funds
Value held
441.5M $ 2.3M SEK
Share of capital
48.5 % of 6.6M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 380,82551.2M $0.06 %5.75 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 207,13627.8M $0.00 %3.13 %as of Mar 31, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 194,77826.9M $0.03 %2.94 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 163,50522M $0.03 %2.47 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 148,45619.9M $0.01 %2.24 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 146,45020.3M $0.09 %2.21 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 94,24012.7M $0.02 %1.42 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 71,6179.6M $0.01 %1.08 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 66,7149.7M $0.04 %1.01 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 64,0989.3M $0.03 %0.97 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 62,4228.4M $0.11 %0.94 %as of Mar 31, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 58,0007.8M $0.76 %0.88 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 57,8697.8M $0.06 %0.87 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 55,4827.5M $0.06 %0.84 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 50,3036.8M $1.62 %0.76 %as of Mar 31, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 49,3367.2M $0.73 %0.74 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 46,5586.8M $0.05 %0.70 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 45,9646.7M $0.04 %0.69 %as of Apr 30, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 44,7226M $0.56 %0.68 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 42,7006.2M $0.07 %0.64 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 42,3505.7M $0.06 %0.64 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 36,9325M $0.35 %0.56 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 34,6964.7M $0.19 %0.52 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,2905M $0.07 %0.52 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 33,2354.6M $0.01 %0.50 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 33,0784.4M $0.11 %0.50 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 31,8404.4M $0.03 %0.48 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 30,7004.2M $0.02 %0.46 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,8064.3M $0.02 %0.45 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 28,7134M $0.04 %0.43 %as of Feb 28, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 25,9593.8M $0.53 %0.39 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 25,8363.8M $0.31 %0.39 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 24,7003.3M $0.40 %0.37 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 23,6993.4M $0.02 %0.36 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 21,8002.9M $0.15 %0.33 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 21,7233M $0.06 %0.33 %as of Feb 28, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 20,3903M $0.08 %0.31 %as of Apr 30, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 19,1002.6M $0.78 %0.29 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS 16,9992.3M $0.93 %0.26 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 15,3392.2M $0.01 %0.23 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 15,1872.2M $0.18 %0.23 %as of Apr 30, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 15,1372M $0.28 %0.23 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 13,9772M $0.03 %0.21 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 13,9661.9M $0.11 %0.21 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 13,8252M $0.03 %0.21 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 13,3261.8M $0.08 %0.20 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,7211.9M $0.00 %0.19 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 12,2811.7M $0.00 %0.19 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 11,4171.7M $0.06 %0.17 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 11,2811.5M $0.08 %0.17 %as of Mar 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 10,9861.5M $0.22 %0.17 %as of Feb 28, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 10,9441.5M $0.04 %0.17 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 10,7271.5M $0.01 %0.16 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 10,4191.4M $0.03 %0.16 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 10,2001.5M $0.16 %0.15 %as of Apr 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 10,1061.4M $0.05 %0.15 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 9,9631.3M $0.00 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 9,8651.4M $0.00 %0.15 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 9,7761.3M $0.05 %0.15 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,7181.4M $0.00 %0.15 %as of Apr 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 9,2001.2M $0.01 %0.14 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 9,0001.2M $0.10 %0.14 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 8,9221.2M $0.08 %0.13 %as of Feb 28, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 8,7501.3M $0.48 %0.13 %as of Apr 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 8,4741.1M $0.08 %0.13 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 8,3871.1M $0.09 %0.13 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,1341.2M $0.65 %0.12 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 8,0261.1M $0.06 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 8,0071.2M $0.03 %0.12 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 7,9501.1M $0.09 %0.12 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 7,5831.1M $0.05 %0.11 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 6,918929.4K $0.03 %0.10 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 6,860921.6K $0.15 %0.10 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,624964.1K $0.02 %0.10 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 6,052837.4K $0.05 %0.09 %as of Feb 28, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 5,880790K $0.14 %0.09 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 5,732770.1K $0.08 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 5,692828.5K $0.00 %0.09 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 5,533743.4K $0.06 %0.08 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 5,434790.9K $0.01 %0.08 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,258765.3K $0.00 %0.08 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 4,991726.4K $0.05 %0.08 %as of Apr 30, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 4,912659.9K $0.55 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,725653.8K $0.06 %0.07 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 4,553611.7K $0.06 %0.07 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 4,444597.1K $0.17 %0.07 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 4,443646.7K $0.00 %0.07 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,432595.4K $0.03 %0.07 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 4,243587.1K $0.07 %0.06 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 4,237569.2K $0.05 %0.06 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 4,164559.4K $0.04 %0.06 %as of Mar 31, 2026 ↗
Huber Small Cap Value Fund Advisors Series Trust 4,081594K $0.64 %0.06 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 4,078547.9K $0.03 %0.06 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,069563K $0.01 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,623501.3K $0.00 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 3,555477.6K $0.00 %0.05 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 3,439475.8K $0.19 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,198429.7K $0.00 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 3,190464.3K $0.05 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 3,180462.8K $0.00 %0.05 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
SMID Core Equity Portfolio GLENMEDE FUND INC 3.60 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.62 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS 0.93 %as of Mar 31, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 0.78 %as of Mar 31, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 0.76 %as of Mar 31, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 0.73 %as of Apr 30, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 0.68 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.65 %as of Apr 30, 2026 ↗
Huber Small Cap Value Fund Advisors Series Trust 0.64 %as of Apr 30, 2026 ↗
WBI Power Factor High Dividend ETF Absolute Shares Trust 0.61 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2254-93,209,417+1.5 %
2026Q1263-113,162,377-2.3 %
2025Q4274+23,236,108-2.2 %
2025Q3272-123,310,463-1.8 %
2025Q2284+153,370,504+0.9 %
2025Q1269-213,341,799-1.4 %
2024Q4290-13,387,645-2.5 %
2024Q3291-43,475,434-0.3 %
2024Q2295+103,486,912-1.7 %
2024Q1285-103,546,013-5.3 %
2023Q42953,746,210

Institutional managers

228 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.999,368134.3M $as of Mar 31, 2026
STATE STREET CORP438,73458.9M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC318,00942.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP305,11541M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC258,81534.8M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC188,81325.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC159,22521.4M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC132,27417.8M $as of Mar 31, 2026
BROWN ADVISORY INC103,86614M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC96,57213M $as of Mar 31, 2026
MORGAN STANLEY96,05612.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO92,46212M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP86,55311.6M $as of Mar 31, 2026
Zimmer Partners, LP84,12111.3M $as of Mar 31, 2026
NORTHERN TRUST CORP78,04810.5M $as of Mar 31, 2026
ALGERT GLOBAL LLC77,09810.4K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC70,2489.4M $as of Mar 31, 2026
Bank of New York Mellon Corp69,7549.4M $as of Mar 31, 2026
Gator Capital Management, LLC59,2108M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC58,9887.9M $as of Mar 31, 2026
GLENMEDE TRUST CO NA56,0417.5M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP52,9307.1M $as of Mar 31, 2026
PRUDENTIAL FINANCIAL INC47,3266.4M $as of Mar 31, 2026
CITADEL ADVISORS LLC41,9585.6M $as of Mar 31, 2026
Nuveen, LLC35,3654.8M $as of Mar 31, 2026

Declared shareholders of Virtus Investment Partners Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 7.32 %490,541as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 6.60 %438,734as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Virtus Investment Partners Inc". https://titelia.com/en/stocks/virtus-investment-partners-inc-US92828Q1094