VIRTUS PRIVATE CREDIT STRATE (VPC) Institutional Shareholders
VIRTUS PRIVATE CREDIT STRATE (VPC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.40M in VPC holdings during the latest filing period.
Rockefeller Capital Management L.P. is currently the largest disclosed institutional shareholder of VPC tracked by InsiderSet, reporting ownership valued at approximately $2.09M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.04M, representing an estimated loss of -2.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed VPC value among the investors covered in this analysis. Major shareholders include Rockefeller Capital Management L.P., Cetera Investment Advisers, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in VIRTUS PRIVATE CREDIT STRATE (VPC).
This page ranks the largest institutional VPC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
18
Total Reported Value
$6.40M
Largest Holder
Rockefeller Capital Management L.P.
Largest Position
$2.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 0.00% | 138,335 | $2,093,012 | $2,043,208 | -$49,804 | -2.38% | |
| Cetera Investment Advisers | 0.00% | 96,242 | $1,456,138 | $1,421,494 | -$34,644 | -2.38% | |
| Raymond James Financial Inc | 0.00% | 51,190 | $774,505 | $756,076 | -$18,429 | -2.38% | |
| Provident Wealth Management, Llc | 0.12% | 25,729 | $389,287 | $380,017 | -$9,270 | -2.38% | |
| Envestnet Asset Management Inc | 0.00% | 21,196 | $320,701 | $313,065 | -$7,636 | -2.38% | |
| Susquehanna International Group, Llp | 0.00% | 18,611 | $281,584 | $274,884 | -$6,700 | -2.38% | |
| Lpl Financial Llc | 0.00% | 17,984 | $272,098 | $265,624 | -$6,474 | -2.38% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,594 | $203,130 | $200,783 | -$2,347 | -1.16% | |
| Citadel Advisors Llc | 0.00% | 12,416 | $187,854 | $183,384 | -$4,470 | -2.38% | |
| Mml Investors Services, Llc | 0.00% | 11,595 | $175,438 | $171,258 | -$4,180 | -2.38% | |
| Osaic Holdings, Inc. | 0.00% | 9,759 | $147,658 | $144,140 | -$3,518 | -2.38% | |
| Morgan Stanley | 0.00% | 2,855 | $43,198 | $42,168 | -$1,030 | -2.38% | |
| Triumph Capital Management | 0.01% | 2,675 | $39,969 | $39,510 | -$459 | -1.15% | |
| Harbour Investments, Inc. | 0.00% | 614 | $9,290 | $9,069 | -$221 | -2.38% | |
| Royal Bank Of Canada | 0.00% | 283 | $4,000 | $4,180 | +$180 | +4.50% | |
| Virtus Advisers, Llc | 0.00% | 69 | $1,044 | $1,019 | -$25 | -2.38% | |
| Smartleaf Asset Management Llc | 0.00% | 45 | $662 | $665 | +$3 | +0.40% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $2 | — | — | — |
Frequently asked questions about VPC
Who owns the most VPC stock?
The largest holders of VPC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VIRTUS PRIVATE CREDIT STRATE (VPC).
Is VPC widely held by superinvestors?
Many widely followed stocks like VPC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VPC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.