§ FINANCIAL SERVICES
USD · Financial ServicesVRTS
VIRTUS INVESTMENT PARTNERS
USDSector · Financial ServicesBeta · 1.36
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
127 increased/new, 58 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 8.1 | P/B | 1.18 |
| EPS (TTM) | 16.99 | Dividend | 6.70% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 999K | 0.0% | +2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 485K | n/a | n/a |
| State Street | 439K | 0.0% | +43% |
| VICTORY CAPITAL MANAGEMENT INC | 318K | 0.0% | +30% |
| Dimensional Fund Advisors | 305K | 0.0% | +3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 286K | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for VRTS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.4% · 0 holders
OTHER0.2% · 156 holders
PASSIVE / INDEX0.2% · 8 holders
QUALITY / COMPOUNDER0.1% · 14 holders
DEALER / BANK0.1% · 29 holders
INCOME / DEFENSIVE0.0% · 19 holders
TACTICAL / MACRO0.0% · 4 holders
SYSTEMATIC / QUANT0.0% · 6 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VRTS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VRTS yet.