$VRT is held by 39 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.40%, with an average of 0.57% of portfolio. Largest holder: Kieckhefer Group LLC at 3.40%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
VERTIV HOLDINGS CO
13F holders
1,777
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,777 · Source: 13F-HR01
Brightline Capital Management, LLC
—
—
02
Axa S.a.
—
—
03
Deutsche Bank AG
—
—
04
Banyan Capital Management, Inc.
—
—
05
Renaissancere Holdings Ltd.
—
—
06
State Street
—
—
07
Atlantic Edge Private Wealth Management, LLC
—
—
08
Solus Alternative Asset Management LP
—
—
09
State Farm Mutual Automobile Insurance Co.
—
—
10
ProShare Advisors LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
39 holders · Q1 202601
Kieckhefer Group LLC
3.40% ↑ +1.2pp
α +13.5pts
02
Merrion Investment Management Co, LLC
3.03% ↑ +1.1pp
α +16.0pts
03
Terra Nova Asset Management LLC
2.40% NEW
α +11.1pts
04
Stelac Advisory Services LLC
2.12% NEW
α +13.4pts
05
Oak Grove Capital LLC
1.82% NEW
α +23.3pts
06
Seldon Capital LP
1.78% ↑ +0.8pp
α +20.5pts
07
Wincap Financial LLC
1.08% ↑ +0.5pp
α +14.0pts
08
Coatue Management LLC Philippe Laffont
0.85% ↑ +0.5pp
α +34.1pts
09
Platinum Investment Management Ltd.
0.64% NEW
α +25.6pts
10
Hummer Financial Advisory Services Inc
0.62% NEW
α +53.0pts
11
Venture Visionary Partners LLC
0.55% NEW
α +10.3pts
12
Caption Management, LLC
0.41% ↓ 0.6pp
α +15.5pts
13
Eventide Asset Management, LLC
0.39% NEW
α +22.5pts
14
IAM Advisory, LLC
0.34% NEW
α +49.7pts
15
TABR Capital Management, LLC
0.29% NEW
α +13.6pts
16
New Age Alpha Advisors, LLC
0.29% held
α +10.8pts
17
Costello Asset Management, INC
0.22% held
α +14.3pts
18
Connor, Clark & Lunn Investment Management Ltd.
0.20% NEW
α +12.3pts
19
Voloridge Investment Management, LLC
0.16% NEW
α +15.5pts
20
Wellington Management Group LLP
0.16% held
α +10.5pts
21
Bradley Foster & Sargent INC
0.15% NEW
α +11.1pts
22
Erste Asset Management GmbH
0.14% NEW
α +33.4pts
23
CV Advisors LLC
0.13% NEW
α +29.1pts
24
Citigroup Inc.
0.13% ↓ 1.2pp
α +26.3pts
25
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.12% NEW
α +27.5pts
26
Legacy Wealth Management, LLC / MS
0.10% NEW
α +14.9pts
27
GM Advisory Group, LLC
0.06% held
α +16.5pts
28
Beverly Hills Private Wealth, LLC
0.05% held
α +10.4pts
29
RiverPark Advisors, LLC
0.04% held
α +21.5pts
30
Nisa Investment Advisors, LLC
0.04% held
α +16.6pts
31
Principal Securities, Inc.
0.03% held
α +21.3pts
32
Quarry LP
0.03% held
α +10.6pts
33
RFG Advisory, LLC
0.02% held
α +16.2pts
34
Fulton Bank, N.a.
0.01% held
α +23.8pts
35
Choate Investment Advisors
0.01% held
α +13.8pts
36
Banco Santander, S.A.
0.01% held
α +12.6pts
37
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
38
Scopia Capital Management LP
0.00% held
α +10.2pts
39
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
3 transactions · 2 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
19 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $VRT lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $VRT — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:17 UTC.