As of the latest SEC filings, VIRTUS ASSET TRUST (HYIZX) is held by 2 institutional funds. The largest fund shareholder is Virtus Global Allocation Fund (PALAX), holding an estimated $15,015,669.54 in market value, representing 10.24% of its portfolio.
Funds holding VIRTUS ASSET TRUST (HYIZX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HYIZX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PALAX
Virtus Global Allocation Fund
|
MF | Duff & Phelps / Virtus | 10.24% | $15,015,669.54 | 1,937,506 | Mar 31, 2026 | Jun 1, 2026 |
|
PALAX
Virtus Global Allocation Fund
|
MF | Duff & Phelps / Virtus | 4.11% | $6,033,686.56 | 798,107 | Mar 31, 2026 | Jun 1, 2026 |
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