Filing Research | VRTS - VIRTUS INVT PARTNERS INC Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	10.3KSH	$1.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.7KSH	$1.4M
3	Y-Intercept (Hong Kong) Ltd	Shares	5.5KSH	$793.7K
4	Mirae Asset Global Investments Co., Ltd.	Shares	5.2KSH	$753.2K
5	Louisiana State Employees Retirement System	Shares	2.8KSH	$401.8K
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.6KSH	$371.8K
7	FIRST CITIZENS BANK & TRUST CO	Shares	2.4KSH	$343.4K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.3KSH	$333.9K
9	Envestnet Portfolio Solutions, Inc.	Shares	2.3KSH	$331.3K
10	Merit Financial Group, LLC	Shares	2.1KSH	$304.4K
11	Police & Firemen's Retirement System of New Jersey	Shares	1.8KSH	$260.6K
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	1.7KSH	$238.9K
13	Focus Financial Network, Inc.	Shares	1.6KSH	$229.9K
14	HM PAYSON & CO	Shares	1.0KSH	$143.5K
15	Farther Finance Advisors, LLC	Shares	777SH	$111.5K
16	GAMMA Investing LLC	Shares	270SH	$38.7K
17	EverSource Wealth Advisors, LLC	Shares	255SH	$36.6K
18	IFP Advisors, Inc	Shares	181SH	$26.0K
19	ST GERMAIN D J CO INC	Shares	171SH	$24.5K
20	Nova Wealth Management, Inc.	Shares	136SH	$19.5K
21	Versant Capital Management, Inc	Shares	115SH	$16.5K
22	SIGNATUREFD, LLC	Shares	104SH	$14.9K
23	TRUST CO OF TOLEDO NA /OH/	Shares	90SH	$12.9K
24	True Wealth Design, LLC	Shares	50SH	$7.2K
25	MassMutual Private Wealth & Trust, FSB	Shares	40SH	$5.7K
26	SJS Investment Consulting Inc.	Shares	37SH	$5.3K
27	SBI Securities Co., Ltd.	Shares	30SH	$4.3K
28	Sachetta, LLC	Shares	26SH	$3.7K
29	Wealth Enhancement Trust Services, Inc.	Shares	21SH	$3.0K
30	EASTERN BANK	Shares	16SH	$2.3K
31	Allied Private Wealth LLC	Shares	8SH	$1.2K
32	FINANCIAL CONSULATE, INC	Shares	8SH	$1.1K
33	COUNTRY TRUST BANK	Shares	7SH	$1.0K
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	5.3KSH	$756
35	FARMERS & MERCHANTS INVESTMENTS INC	Shares	5SH	$718
36	JNBA Financial Advisors	Shares	5SH	$718
37	CoreCap Advisors, LLC	Shares	4SH	$574
38	Physician Wealth Advisors, Inc.	Shares	4SH	$574
39	Retirement Wealth Solutions LLC	Shares	4SH	$574
40	Hughes Financial Services, LLC	Shares	3SH	$431
41	Triumph Capital Management	Shares	3SH	$430
42	Fortis Group Advisors, LLC	Shares	3SH	$359
43	State of Alaska, Department of Revenue	Shares	2.3KSH	$333
44	AMALGAMATED BANK	Shares	1.7KSH	$243
45	Davis Capital Management	Shares	1SH	$144
46	GILPIN WEALTH MANAGEMENT, LLC	Shares	1SH	$144
47	Princeton Global Asset Management LLC	Shares	1SH	$144

Manager changes2026-06-30 vs 2026-03-31

50 / 50 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.7K	+$1.0M	$1.4M
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.1K	+$307.6K	$333.9K
3	Merit Financial Group, LLC new	Shares	+2.1K	+$304.4K	$304.4K
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+805	+$156.2K	$753.2K
5	Farther Finance Advisors, LLC added	Shares	+171	+$32.1K	$111.5K
6	Louisiana State Employees Retirement System unchanged	Shares	0	+$25.6K	$401.8K
7	EverSource Wealth Advisors, LLC added	Shares	+147	+$22.1K	$36.6K
8	GAMMA Investing LLC added	Shares	+125	+$19.3K	$38.7K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$16.6K	$260.6K
10	IFP Advisors, Inc added	Shares	+111	+$16.6K	$26.0K
11	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-45	+$15.8K	$343.4K
12	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-44	+$15.2K	$331.3K
13	Focus Financial Network, Inc. unchanged	Shares	0	+$14.7K	$229.9K
14	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-21	+$12.4K	$238.9K
15	HM PAYSON & CO unchanged	Shares	0	+$9.2K	$143.5K
16	True Wealth Design, LLC added	Shares	+33	+$4.9K	$7.2K
17	SJS Investment Consulting Inc. added	Shares	+27	+$4.0K	$5.3K
18	Sachetta, LLC new	Shares	+26	+$3.7K	$3.7K
19	Wealth Enhancement Trust Services, Inc. new	Shares	+21	+$3.0K	$3.0K
20	MassMutual Private Wealth & Trust, FSB added	Shares	+16	+$2.5K	$5.7K
21	SIGNATUREFD, LLC added	Shares	+8	+$2.0K	$14.9K
22	ST GERMAIN D J CO INC unchanged	Shares	0	+$1.6K	$24.5K
23	SBI Securities Co., Ltd. added	Shares	+8	+$1.3K	$4.3K
24	Nova Wealth Management, Inc. unchanged	Shares	0	+$1.2K	$19.5K
25	Versant Capital Management, Inc unchanged	Shares	0	+$1.1K	$16.5K
26	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$823	$12.9K
27	CoreCap Advisors, LLC new	Shares	+4	+$574	$574
28	Physician Wealth Advisors, Inc. new	Shares	+4	+$574	$574
29	Hughes Financial Services, LLC added	Shares	+2	+$297	$431
30	EASTERN BANK unchanged	Shares	0	+$146	$2.3K
31	Davis Capital Management new	Shares	+1	+$144	$144
32	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$73	$1.1K
33	COUNTRY TRUST BANK unchanged	Shares	0	+$65	$1.0K
34	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$46	$718
35	JNBA Financial Advisors unchanged	Shares	0	+$46	$718
36	Retirement Wealth Solutions LLC unchanged	Shares	0	+$36	$574
37	Triumph Capital Management unchanged	Shares	0	+$27	$430
38	Fortis Group Advisors, LLC unchanged	Shares	0	+$23	$359
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-191	+$22	$756
40	Princeton Global Asset Management LLC unchanged	Shares	0	+$10	$144
41	AMALGAMATED BANK trimmed	Shares	-138	-$3	$243
42	State of Alaska, Department of Revenue trimmed	Shares	-1.1K	-$123	$333
43	Handelsbanken Fonder AB exited	Shares	-1.8K	-$242	$0
44	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-2	-$260	$144
45	Spire Wealth Management exited	Shares	-6	-$806	$0
46	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-306	-$17.4K	$371.8K
47	Hilltop National Bank exited	Shares	-141	-$18.9K	$0
48	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-1.5K	-$106.5K	$1.5M
49	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS exited	Shares	-1.6K	-$210.9K	$0
50	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-2.5K	-$289.3K	$793.7K