STOCK TITAN

Virtus Investment Partners: BlackRock reports 15.1%

iShares Core S&P Small-Cap ETF is identified as having an interest in more than 5% of VIRTUS's outstanding common stock.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

VIRTUS INVESTMENT PARTNERS, INC. common stock was reported as beneficially owned by BlackRock, Inc., which reported 1,001,616 shares, or 15.1% of the class, as of September 30, 2026.

BlackRock reported sole voting power over 983,889 shares and sole dispositive power over 1,001,616 shares, with shared voting and dispositive power of zero. The reported amount reflects securities beneficially owned or deemed beneficially owned by certain BlackRock business units and its subsidiaries and affiliates; securities, if any, attributed to other business units whose ownership is disaggregated are excluded.

Beneficial ownership 1,001,616 shares As of September 30, 2026
Percent of class 15.1% BlackRock beneficial ownership as of September 30, 2026
Sole voting power 983,889 shares BlackRock's reported voting power
Sole dispositive power 1,001,616 shares BlackRock's reported disposition power
ETF interest More than 5% iShares Core S&P Small-Cap ETF interest in VIRTUS's total outstanding common stock
beneficially owned regulatory
"Amount beneficially owned: 1,001,616"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power regulatory
"Sole Voting Power 983,889.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power regulatory
"Sole Dispositive Power 1,001,616.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Reporting Business Units regulatory
"business units (collectively, the "Reporting Business Units")"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many VRTS shares did BlackRock report beneficially owning?

BlackRock reported beneficial ownership of 1,001,616 shares, equal to 15.1% of the class, as of September 30, 2026.

What voting and disposition powers did BlackRock report for VRTS shares?

BlackRock reported sole voting power over 983,889 shares and sole dispositive power over 1,001,616 shares. Shared voting and dispositive power were zero.

Which fund is identified as having an interest in more than 5% of VRTS?

iShares Core S&P Small-Cap ETF is identified as having an interest in more than 5% of VIRTUS's total outstanding common stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates





92828Q109

(CUSIP Number)
09/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



BlackRock, Inc.
Signature:Spencer Fleming
Name/Title:Managing Director
Date:10/27/2026
Exhibit Information

Exhibit 24: Power of Attorney Exhibit 99: Item 7

Keep reading