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
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,142457.3K $0.01 %0.05 %as of Apr 30, 2026 ↗
Small Cap Value Fund Northern Funds 3,059411K $0.07 %0.05 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,989401.6K $0.00 %0.05 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 2,933394K $0.02 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,919392.2K $0.01 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 2,882387.2K $0.03 %0.04 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 2,850382.9K $0.00 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 2,790406.1K $0.03 %0.04 %as of Apr 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,668358.4K $0.04 %0.04 %as of Mar 31, 2026 ↗
WBI Power Factor High Dividend ETF Absolute Shares Trust 2,618351.7K $0.61 %0.04 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,585347.3K $0.02 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 2,550352.8K $0.03 %0.04 %as of Feb 28, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 2,472342K $0.04 %0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 2,430353.7K $0.05 %0.04 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 2,402322.7K $0.09 %0.04 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 2,391348K $0.06 %0.04 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,323338.1K $0.04 %0.04 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 2,248302K $0.06 %0.03 %as of Mar 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 2,247310.9K $0.37 %0.03 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 2,239325.9K $0.01 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,227299.2K $0.01 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,173291.9K $0.03 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 2,162290.5K $0.06 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 2,136287K $0.09 %0.03 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 2,055276.1K $0.01 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,988267.1K $0.03 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 1,917257.5K $0.06 %0.03 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 1,898276.3K $0.01 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 1,854269.8K $0.01 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,852269.6K $0.00 %0.03 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 1,814251K $0.00 %0.03 %as of Feb 28, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,805262.7K $0.04 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 1,8002.3M SEK0.01 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,778238.9K $0.03 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 1,771237.9K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 1,724238.5K $0.09 %0.03 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 1,700247.4K $0.06 %0.03 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,573229K $0.00 %0.02 %as of Apr 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 1,547207.8K $0.18 %0.02 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 1,450194.8K $0.02 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 1,437209.2K $0.03 %0.02 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 1,408189.2K $0.01 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,345180.7K $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,308190.4K $0.02 %0.02 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,260169.3K $0.08 %0.02 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,257183K $0.13 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,224164.4K $0.02 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 1,220163.9K $0.68 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,158160.2K $0.01 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,152154.8K $0.02 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1,146154K $0.03 %0.02 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,082157.5K $0.01 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 1,027142.1K $0.06 %0.02 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 989143.9K $0.04 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 962129.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 920123.6K $0.06 %0.01 %as of Mar 31, 2026 ↗
SMID Core Equity Portfolio GLENMEDE FUND INC 911132.6K $3.60 %0.01 %as of Apr 30, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 904121.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 894120.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 827111.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 826111K $0.04 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 815112.8K $0.04 %0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 809108.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 807111.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 783105.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 770112.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 756101.6K $0.03 %0.01 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 748108.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 72897.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 72797.7K $0.06 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 720104.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 718104.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 67598.2K $0.03 %0.01 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 61685.2K $0.02 %0.01 %as of Feb 28, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 61182.1K $0.05 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 60988.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 60881.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 59479.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 58077.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 57477.1K $0.06 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 55674.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 54973.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 50873.9K $0.03 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 50369.6K $0.00 %0.01 %as of Feb 28, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 50169.3K $0.03 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 49166K $0.03 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 48967.7K $0.05 %0.01 %as of Feb 28, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 46262.1K $0.05 %0.01 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 45561.1K $0.05 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 44860.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 44259.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 43458.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 43157.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 42356.8K $0.08 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 42056.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 40756.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 39955.2K $0.02 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 39454.5K $0.02 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 38653.4K $0.23 %0.01 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 38451.6K $0.01 %0.01 %as of Mar 31, 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