STOCK TITAN

Virtus Investment Partners: Victory reports 0.13% stake

Victory certified that its applicable foreign regulatory scheme is substantially comparable to that for functionally equivalent U.S. institutions.

Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
(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. (VRTS) was the subject of an amended ownership report in which Victory Capital Management, Inc. reported beneficial ownership of 8,421 common shares, or 0.13% of the class, as of September 30, 2026. Victory reported sole voting and sole dispositive power over 8,421 shares, with shared voting and dispositive power of zero. The report states ownership of 5% or less of the class.

Beneficial ownership 8,421 shares As of September 30, 2026
Ownership of class 0.13% As of September 30, 2026
Sole voting power 8,421 shares Victory Capital Management, Inc.
Sole dispositive power 8,421 shares Victory Capital Management, Inc.
Shared voting power 0 shares Victory Capital Management, Inc.
Shared dispositive power 0 shares Victory Capital Management, Inc.
beneficially owned regulatory
"Amount beneficially owned: 8421"
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 8,421.00"
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 8,421.00"
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.
Schedule 13D regulatory
"information that would otherwise be disclosed in a Schedule 13D"
A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.

FAQ

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

How many VRTS shares did Victory Capital Management report owning?

Victory Capital Management, Inc. reported beneficial ownership of 8,421 Virtus common shares, equal to 0.13% of the class, as of September 30, 2026.

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

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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



VICTORY CAPITAL MANAGEMENT INC
Signature:Stephen P. Carr
Name/Title:Senior Compliance Officer
Date:11/05/2026

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