VIRTUS INVESTMENT PARTNERS, INC. (VRTS) — Institutional Holders, Q2 2026 (page 3)
236 institutional investment managers reported a VRTS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $857.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 236. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VRTS 13F holders ranked 201–236 of 236
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | HARBOUR INVESTMENTS#201 · 13 sh | 13 | $1.9K | 0.00% | +8.3% |
| 202 | NBT BANK N A#202 · 12 sh | 12 | $1.7K | — | 0.0% |
| 203 | WHITTIER OF NEVADA#203 · 11 sh | 11 | $1.7K | 0.00% | 0.0% |
| 204 | JPL Wealth Management#204 · 11 sh | 11 | $1.6K | <0.01% | +10.0% |
| 205 | Larson Financial Group#205 · 9 sh | 9 | $1.3K | 0.00% | +800.0% |
| 206 | MTM Investment Management#206 · 9 sh | 9 | $1.3K | <0.01% | 0.0% |
| 207 | Allied Private Wealth#207 · 8 sh | 8 | $1.2K | <0.01% | — |
| 208 | MANNING & NAPIER ADVISORS#208 · 8 sh | 8 | $1.2K | 0.00% | New |
| 209 | FINANCIAL CONSULATE#209 · 8 sh | 8 | $1.1K | — | 0.0% |
| 210 | COUNTRY BANK#210 · 7 sh | 7 | $1.0K | 0.00% | 0.0% |
| 211 | Prestige Wealth Management Group#211 · 7 sh | 7 | $1.0K | <0.01% | 0.0% |
| 212 | Stone House Investment Management#212 · 6 sh | 6 | $861.00 | — | New |
| 213 | Bruce G. Allen Investments#213 · 6 sh | 6 | $861.00 | <0.01% | +500.0% |
| 214 | Fairman Group#214 · 6 sh | 6 | $861.00 | — | 0.0% |
| 215 | Keating Financial Advisory Services#215 · 6 sh | 6 | $861.00 | <0.01% | New |
| 216 | FARMERS & MERCHANTS INVESTMENTS#216 · 5 sh | 5 | $718.00 | — | 0.0% |
| 217 | JNBA Financial Advisors#217 · 5 sh | 5 | $718.00 | <0.01% | 0.0% |
| 218 | Physician Wealth Advisors#218 · 4 sh | 4 | $574.00 | — | New |
| 219 | Bell Investment Advisors#219 · 4 sh | 4 | $574.00 | <0.01% | 0.0% |
| 220 | CoreCap Advisors#220 · 4 sh | 4 | $574.00 | — | New |
| 221 | Retirement Wealth Solutions#221 · 4 sh | 4 | $574.00 | — | 0.0% |
| 222 | Comprehensive Financial Planning#222 · 4 sh | 4 | $574.00 | <0.01% | New |
| 223 | Rialto Wealth Management#223 · 4 sh | 4 | $574.00 | <0.01% | 0.0% |
| 224 | Cornerstone Financial Management#224 · 4 sh | 4 | $574.00 | <0.01% | -63.6% |
| 225 | Hughes Financial Services#225 · 3 sh | 3 | $431.00 | <0.01% | +200.0% |
| 226 | Triumph Capital Management#226 · 3 sh | 3 | $430.00 | — | 0.0% |
| 227 | Fortis Group Advisors#227 · 3 sh | 3 | $359.00 | <0.01% | 0.0% |
| 228 | Plante Moran Financial Advisors#228 · 2 sh | 2 | $287.00 | 0.00% | New |
| 229 | Strategic Wealth Partners, Ltd.#229 · 2 sh | 2 | $287.00 | 0.00% | -84.6% |
| 230 | Princeton Global Asset Management#230 · 1 sh | 1 | $144.00 | — | 0.0% |
| 231 | Davis Capital Management#231 · 1 sh | 1 | $144.00 | — | New |
| 232 | GILPIN WEALTH MANAGEMENT#232 · 1 sh | 1 | $144.00 | — | -66.7% |
| 233 | HUNTINGTON NATIONAL BANK#233 · 1 sh | 1 | $144.00 | 0.00% | 0.0% |
| 234 | Avion Wealth#234 · 4 sh | 4 | $0.00 | 0.00% | 0.0% |
| 235 | Erste Asset Management GmbH#235 · 0 sh | 0 | $0.00 | 0.00% | New |
| 236 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#236 · 7,431 sh | 7,431 | — | — | +21.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.