Virtus Kar SM Cap Grwth-IPXSGX

13F holders, Q4 2025 (December 31)
2holders +1
0new positions
0sold out
$17.30avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding Virtus Kar SM Cap Grwth-I (PXSGX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($350K) and Garton & Associates Financial Advisors LLC ($32K).

Company
Virtus Kar SM Cap Grwth-I
CUSIP
92828N593
Latest filing quarter
Q4 2025

History

Number of 13F holders

01234 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 4Q1 2025Q2 2025: 2Q2 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 48,904 shares sold, net −48,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Fulton Bank, N.A. 0.01% Reduce -70.7% 20,235 $350K
Garton & Associates Financial Advisors LLC 0.02% — 1,851 $32K

"% of holder's portfolio" is PXSGX's weight in each manager's 13F, not the share of Virtus Kar SM Cap Grwth-I the manager owns.