CIK 1021223
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-27). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-27. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| ANGERTHAL, MICHAEL, AARON | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, VIRTUS INVESTMENT PARTNERS | 2009-01 | <5% ·◆ |
| AYLWARD, GEORGE, ROBERT | PRESIDENT AND CHIEF EXECUTIVE OFFICER, VIRTUS INVESTMENT PARTNERS, AND MANAGEMENT COMMITTEE MEMBER | 2007-01 | <5% ·◆ |
| LEE, FRANK | CHIEF ADMINISTRATIVE OFFICER | 2022-03 | <5% ·◆ |
| PURKALITIS, ANDRA, CYNTHIA | EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICER, VIRTUS INVESTMENT PARTNERS | 2023-11 | <5% ·◆ |
| RIGALI, STEPHEN, ANTHONY | EXECUTIVE MANAGING DIRECTOR, MANAGEMENT COMMITTEE MEMBER | 2005-09 | <5% ·◆ |
| SHOEMAKER, MICHAEL, ROBERT | CHIEF COMPLIANCE OFFICER | 2019-09 | <5% ·◆ |
| STONE, CRAIG | CHIEF INVESTMENT OFFICER, MANAGEMENT COMMITTEE MEMBER | 2024-04 | <5% ·◆ |
| VANIAN, JEANNINE, GHAZAR | CHIEF OPERATING OFFICER, MANAGEMENT COMMITTEE MEMBER | 2005-09 | <5% ·◆ |
| VIRTUS PARTNERS, INC.entity | DIRECT OWNER | 2005-09 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| FOREMAN, DOUGLAS, STEPHEN | CO-CHIEF INVESTMENT OFFICER, MANAGEMENT COMMITTEE MEMBER · CHIEF INVESTMENT OFFICER, MANAGEMENT COMMITTEE MEMBER · MANAGEMENT COMMITTEE MEMBER AND CHIEF INVESTMENT OFFICER · MANAGEMENT COMMITTEE MEMBER AND CO- CHIEF INVESTMENT OFFICER | 2024-10 | — not seen at a tracked firm |
| HILLS, WENDY, JACQUELINE | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY, VIRTUS INVESTMENT PARTNERS | 2023-03 | — not seen at a tracked firm |
| RIDDER, JUDITH, MADELON | CHIEF COMPLIANCE OFFICER | 2019-03 | — not seen at a tracked firm |
| FLYNN, MARK, STEPHEN | GENERAL COUNSEL - VIRTUS INVESTMENT PARTNERS | 2019-03 | — not seen at a tracked firm |
| SCHWARZKOPF, ROBERT, ANTHONY | MANAGEMENT COMMITTEE MEMBER AND CO- CHIEF INVESTMENT OFFICER · MANAGEMENT COMMITTEE MEMBER AND CHIEF INVESTMENT OFFICER | 2013-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
