Funds holding Virtus Investment Partners Inc
255 funds declare a position · 65 ETFs and 190 other funds · 441.5M $· 2.3M SEK · US92828Q1094
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,142 | 457.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 102 | Small Cap Value Fund Northern Funds | 3,059 | 411K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 103 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,989 | 401.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 104 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 2,933 | 394K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 105 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,919 | 392.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 106 | Small Cap Index Fund Northern Funds | 2,882 | 387.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 107 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 2,850 | 382.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 108 | Global X Russell 2000 ETF GLOBAL X FUNDS | 2,790 | 406.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 109 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,668 | 358.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 110 | WBI Power Factor High Dividend ETF Absolute Shares Trust | 2,618 | 351.7K $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 111 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,585 | 347.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 112 | Small Cap Index Fund VALIC Co I | 2,550 | 352.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 113 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 2,472 | 342K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 114 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 2,430 | 353.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 115 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 2,402 | 322.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 116 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 2,391 | 348K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 117 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,323 | 338.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 118 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 2,248 | 302K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 119 | First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 2,247 | 310.9K $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 120 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 2,239 | 325.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 121 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,227 | 299.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 122 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,173 | 291.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 123 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 2,162 | 290.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 124 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 2,136 | 287K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 125 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 2,055 | 276.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 126 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,988 | 267.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 127 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 1,917 | 257.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 128 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 1,898 | 276.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 129 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 1,854 | 269.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 130 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,852 | 269.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 131 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 1,814 | 251K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 132 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,805 | 262.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 133 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 1,800 | 2.3M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 134 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,778 | 238.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 135 | iShares Russell 3000 ETF iShares Trust | 1,771 | 237.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 136 | Small Cap Value Fund VALIC Co I | 1,724 | 238.5K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 137 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 1,700 | 247.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 138 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,573 | 229K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 139 | Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 1,547 | 207.8K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 140 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 1,450 | 194.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 141 | iShares Morningstar Small-Cap Value ETF iShares Trust | 1,437 | 209.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 142 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 1,408 | 189.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 143 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,345 | 180.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 144 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,308 | 190.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 145 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,260 | 169.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 146 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,257 | 183K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 147 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,224 | 164.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 148 | JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust | 1,220 | 163.9K $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 149 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,158 | 160.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 150 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,152 | 154.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 151 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,146 | 154K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 152 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,082 | 157.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 153 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 1,027 | 142.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 154 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 989 | 143.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 155 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 962 | 129.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 156 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 920 | 123.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 157 | SMID Core Equity Portfolio GLENMEDE FUND INC | 911 | 132.6K $ | 3.60 % | as of Apr 30, 2026 · Original filing |
| 158 | LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 904 | 121.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 159 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 894 | 120.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 160 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 827 | 111.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 161 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 826 | 111K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 162 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 815 | 112.8K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 163 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 809 | 108.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 164 | Adara Smaller Companies Fund RBB Fund, Inc. | 807 | 111.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 165 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 783 | 105.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 166 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 770 | 112.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 167 | Small Cap Core Fund Northern Funds | 756 | 101.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 168 | SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 748 | 108.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 169 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 728 | 97.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 170 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 727 | 97.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 171 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 720 | 104.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 172 | Victory Extended Market Index Fund Victory Portfolios III | 718 | 104.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 173 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 675 | 98.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 174 | Column Small Cap Fund Trust for Professional Managers | 616 | 85.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 175 | AQR Small Cap Momentum Style Fund AQR Funds | 611 | 82.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 176 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 609 | 88.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 177 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 608 | 81.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 178 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 594 | 79.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 179 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 580 | 77.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 180 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 574 | 77.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 181 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 556 | 74.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 182 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 549 | 73.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 183 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 508 | 73.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 184 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 503 | 69.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 185 | Adasina Social Justice All Cap Global ETF Tidal Trust I | 501 | 69.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 186 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 491 | 66K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 187 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 489 | 67.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 188 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 462 | 62.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 189 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 455 | 61.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 190 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 448 | 60.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 191 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 442 | 59.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 192 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 434 | 58.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 193 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 431 | 57.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 194 | Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 423 | 56.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 195 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 420 | 56.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 196 | Avantis U.S. Equity Fund American Century ETF Trust | 407 | 56.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 197 | ProShares Ultra Russell2000 ProShares Trust | 399 | 55.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 198 | ProShares UltraPro Russell2000 ProShares Trust | 394 | 54.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 199 | Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 386 | 53.4K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 200 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 384 | 51.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
228 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 999,368 | 134.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 438,734 | 58.9M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 318,009 | 42.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 305,115 | 41M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 258,815 | 34.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 188,813 | 25.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 159,225 | 21.4M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 132,274 | 17.8M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 103,866 | 14M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 96,572 | 13M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 96,056 | 12.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 92,462 | 12M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 86,553 | 11.6M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 84,121 | 11.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 78,048 | 10.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 70,248 | 9.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 69,754 | 9.4M $ | as of Mar 31, 2026 |
| Gator Capital Management, LLC | 59,210 | 8M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 58,988 | 7.9M $ | as of Mar 31, 2026 |
| GLENMEDE TRUST CO NA | 56,041 | 7.5M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 52,930 | 7.1M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 47,326 | 6.4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 41,958 | 5.6M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 35,365 | 4.8M $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 32,674 | 4.4M $ | as of Mar 31, 2026 |