Virtus Investment

US · VRTS #3352 by market cap

131.22 -0.37 -0.28%

Live - 5344 symbols - heartbeat 106s ago · 2026-10-09 20:01

✦ Quant Ownership Signal how this is computed

Accumulating

The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
Total institutional ownership rose 0.7 percentage points.

Institutional ownership

Held by institutions: 92.02% +0.69pp
Institutions: 285 -2
As of: 2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions added shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund77.15%

Hedge Fund10.47%

Individual/Insider6.26%

Public Company1.58%

Insurance Company1.21%

Government Pension Fund0.83%

Private Company0.61%

Family Office/Trust0.15%

Other1.72%

Top holders as of 2026-06-30

BlackRock 15.95% · 1.06M sh

Vanguard Portfolio Management, LLC 6.80% · 450.12K sh

State Street Global Advisors 6.77% · 448.31K sh

Victory Capital Management Inc. 5.33% · 352.93K sh

Vanguard Capital Management, LLC 4.86% · 321.58K sh

Dimensional Fund Advisors 4.77% · 315.72K sh

AQR Capital Management 4.27% · 282.99K sh

Charles Schwab Investment Management 4.22% · 279.35K sh

George Aylward 4.08% · 270.16K sh

American Century Investment Management 2.95% · 195.36K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 31 buys · 19 sells

Name	Role	Stake
George Aylward	Chief Executive Officer	4.08%
Michael Angerthal	Chief Financial Officer	0.84%
Timothy Holt	Independent Non-Executive Chairperson	0.50%
Susan S. Cabrera	Independent Non-Executive Director	0.16%
Melody Jones	Independent Director	0.15%
Richard Smirl	Chief Operating Officer	0.14%
W. Morris	Independent Director	0.11%
Barry Mandinach	Executive VP & Head of Distribution	0.09%
Paul Greig	Independent Director	0.08%
Peter Bain	Independent Director	0.07%

Insider transactions most recent Form 4 filings

Date	Name	Role	Type	Shares	Price
2026-09-14	W. Morris	Independent Director	Open Market Disposition	-435	$138.59
2026-08-02	Michael Angerthal	Chief Financial Officer	Open Market Disposition	-14,975	$164.47–170.29
2026-06-15	Barry Mandinach	Executive VP & Head of Distribution	Open Market Disposition	-5,000	$144.71–145.25
2026-05-19	Timothy Holt	Independent Non-Executive Chairperson	Other Acquisition	+1,377	$137.93
2026-05-19	Peter Bain	Independent Director	Other Acquisition	+806	$137.93
2026-05-19	Paul Greig	Independent Director	Other Acquisition	+833	$137.93
2026-05-19	Melody Jones	Independent Director	Other Acquisition	+842	$137.93
2026-05-19	John Weisenseel	Director	Other Acquisition	+779	$137.93
2026-05-19	W. Morris	Independent Director	Other Acquisition	+779	$137.93
2026-03-12	George Aylward	Chief Executive Officer	Sale to Issuer	-3,940	$126.11
2026-03-12	George Aylward	Chief Executive Officer	Other Acquisition	+12,688	$126.11
2026-03-12	Michael Angerthal	Chief Financial Officer	Sale to Issuer	-772	$126.11
2026-03-12	Michael Angerthal	Chief Financial Officer	Other Acquisition	+5,155	$126.11
2026-03-12	Barry Mandinach	Executive VP & Head of Distribution	Sale to Issuer	-741	$126.11
2026-03-12	Barry Mandinach	Executive VP & Head of Distribution	Other Acquisition	+3,093	$126.11
2026-03-12	Richard Smirl	Chief Operating Officer	Sale to Issuer	-1,121	$126.11
2026-03-12	Richard Smirl	Chief Operating Officer	Other Acquisition	+5,155	$126.11
2026-03-12	Elizabeth Lieberman	Executive Vice President	Sale to Issuer	-143	$126.11
2026-03-12	Elizabeth Lieberman	Executive Vice President	Other Acquisition	+2,448	$126.11
2026-03-12	Andra Purkalitis	Executive VP, Chief Legal Officer, General Counsel & Corporate Secretary	Sale to Issuer	-390	$126.11

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-09 20:01:32 · For reference only, not investment advice and not tailored to your situation.