Virtus Kar SM Cap Grwth-IPXSGX
13F holders, Q1 2025 (March 31)4holders +2
2new positions
0sold out
$29.78avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Virtus Kar SM Cap Grwth-I (PXSGX) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($2.2M), Redwood Wealth Management Group, LLC ($609K) and Ascentis Wealth Management, LLC ($11K).
- Company
- Virtus Kar SM Cap Grwth-I
- CUSIP
- 92828N593
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $15K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 2,573 shares bought and 3,165 shares sold, net −592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.09% | Add +2.9% | 73,010 | $2.2M |
| Redwood Wealth Management Group, LLC | 0.31% | Reduce -13.4% | 20,457 | $609K |
| Ascentis Wealth Management, LLC | 0.00% | New | 375 | $11K |
| Hurley Capital, LLC | 0.00% | New | 133 | $4K |
"% 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.