Free Trial
→ 2013 Bitcoin miner reveals his trading system (free) (From Crypto Swap Profits) (Ad)tc pixel Free ZTR Stock Alerts

Virtus Total Return Fund (ZTR) Institutional Ownership

Virtus Total Return Fund logo
$6.28 +0.01 (+0.08%)
Closing price 03:58 PM Eastern
Extended Trading
$6.26 -0.02 (-0.32%)
As of 05:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Virtus Total Return Fund (NYSE:ZTR)

Current
Institutional Ownership
Percentage
47.14%
Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$63.93M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$28.43M
Get ZTR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Total Return Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ZTR Institutional Buying and Selling by Quarter

Virtus Total Return Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.65,798$410K0.0%+150.8%0.118%
8/18/2025 Tactive Advisors LLC21,018$131K0.0%N/A0.038%
8/15/2025 Sculptor Capital LP346,864$2.16M0.0%+9.8%0.624%
8/15/2025 Bank of America Corp DE338,441$2.11M0.0%+33.9%0.609%
8/14/2025 Raymond James Financial Inc.115,974$723K0.0%-1.9%0.209%
8/14/2025 Karpus Management Inc.1,123,948$7.00M0.2%-3.0%2.023%
8/13/2025 Walleye Capital LLC73,618$459K0.0%+85.1%0.133%
8/13/2025 Guggenheim Capital LLC1,101,550$6.86M0.1%+3.2%1.983%
8/13/2025 Invesco Ltd.71,282$444K0.0%+74.9%0.128%
8/12/2025 J.W. Cole Advisors Inc.134,815$840K0.0%-20.7%0.243%
8/8/2025 Cetera Investment Advisers50,451$314K0.0%-11.2%0.091%
8/8/2025 PNC Financial Services Group Inc.30,839$192K0.0%-47.6%0.056%
8/6/2025 Penserra Capital Management LLC794,894$4.95M0.1%+3.0%1.431%
8/6/2025 Wedbush Securities Inc.17,176$107K0.0%N/A0.031%
8/5/2025 Shaker Financial Services LLC169,755$1.06M0.4%+15.0%0.306%
8/4/2025 Wolverine Asset Management LLC462,962$2.88M0.0%+47.3%0.833%
8/1/2025 Envestnet Asset Management Inc.252,657$1.57M0.0%-2.4%0.455%
7/29/2025 Stephens Inc. AR158,294$986K0.0%+28.0%0.285%
7/25/2025 Concurrent Investment Advisors LLC12,092$75K0.0%+18.6%0.022%
7/21/2025 Ashton Thomas Securities LLC104,500$651K0.2%N/A0.188%
7/15/2025 Absolute Investment Advisers LLC1,255,160$7.82M1.0%-15.1%2.260%
7/14/2025 Park Avenue Securities LLC226,703$1.41M0.0%-3.3%0.408%
5/20/2025Integrity Alliance LLC.12,662$76K0.0%N/A0.023%
5/16/2025Arete Wealth Advisors LLC31,041$185K0.0%-24.8%0.056%
5/16/2025AQR Arbitrage LLC87,830$524K0.0%-71.3%0.158%
5/16/2025Almitas Capital LLC44,994$269K0.1%-89.7%0.081%
5/15/2025Quarry LP618,824$3.69M0.8%-19.3%1.114%
5/15/2025Nomura Holdings Inc.20,322$121K0.0%-30.5%0.037%
5/15/2025Sculptor Capital LP316,031$1.89M0.0%-30.5%0.569%
5/15/2025Landscape Capital Management L.L.C.36,774$220K0.0%-56.1%0.066%
5/14/2025North Ground Capital485,000$2.93M2.9%+2,931.3%0.873%
5/14/2025Walleye Capital LLC39,774$237K0.0%N/A0.072%
5/13/2025Sit Investment Associates Inc.147,521$881K0.0%-82.6%0.266%
5/12/2025Invesco Ltd.40,765$243K0.0%+21.5%0.073%
5/12/2025Wolverine Asset Management LLC314,274$1.88M0.0%N/A0.566%
5/9/2025Shaker Financial Services LLC147,623$881K0.3%+21.9%0.266%
5/9/2025PNC Financial Services Group Inc.58,819$351K0.0%-29.8%0.106%
5/8/2025Pasadena Private Wealth LLC14,428$86K0.0%N/A0.026%
5/8/2025XTX Topco Ltd11,947$71K0.0%N/A0.022%
5/7/2025LPL Financial LLC1,027,362$6.13M0.0%-7.7%1.850%
5/6/2025Readystate Asset Management LP130,108$777K0.0%N/A0.234%
5/6/2025Tabor Asset Management LP679,184$4.06M1.0%N/A1.223%
5/5/2025Blue Bell Private Wealth Management LLC49,621$296K0.1%-55.4%0.089%
5/5/2025J.W. Cole Advisors Inc.170,061$1.02M0.0%+266.9%0.306%
5/5/2025Private Advisor Group LLC121,434$725K0.0%+45.8%0.219%
5/5/2025Tabor Asset Management LP679,184$4.06M1.6%N/A1.223%
5/2/2025Dakota Wealth Management28,339$169K0.0%-6.9%0.051%
5/1/2025Stephens Inc. AR123,703$739K0.0%-4.8%0.223%
4/30/2025Beverly Hills Private Wealth LLC46,938$280K0.1%N/A0.084%
4/29/2025Envestnet Asset Management Inc.258,888$1.55M0.0%+2.8%0.466%
4/29/2025Penserra Capital Management LLC771,404$4.61M0.1%-57.7%1.389%
4/29/2025Concurrent Investment Advisors LLC10,192$61K0.0%N/A0.018%
4/29/2025Absolute Investment Advisers LLC1,477,554$8.82M1.3%-7.4%2.660%
4/22/2025Advisor Resource Council21,211$127K0.0%N/A0.000%
4/11/2025Gridiron Partners LLC20,039$120K0.1%-15.4%0.000%
4/9/2025Integrated Capital Management Inc.45,003$269K0.2%+12.5%0.000%
2/18/2025Alpine Global Management LLC13,500$79K0.0%N/A0.000%
2/18/2025CSS LLC IL346,748$2.03M0.1%+11.7%0.000%
2/17/2025Saba Capital Management L.P.608,509$3.57M0.1%-11.2%0.000%
2/17/2025Millennium Management LLC27,342$160K0.0%-15.4%0.000%
2/17/2025Cetera Investment Advisers56,667$332K0.0%-72.5%0.000%
2/17/2025Bulldog Investors LLP362,693$2.13M0.6%-4.3%0.000%
2/17/2025Capstone Investment Advisors LLC849,307$4.98M0.0%+89.8%0.000%
2/17/2025CF Capital LLC16,000$94K0.1%N/A0.000%
2/17/2025Bank of America Corp DE184,961$1.08M0.0%-12.4%0.000%
2/17/2025Almitas Capital LLC437,074$2.56M0.6%+42.0%0.000%
2/14/2025AQR Arbitrage LLC305,557$1.79M0.0%-37.2%0.000%
2/14/2025Jane Street Group LLC12,898$76K0.0%N/A0.000%
2/14/2025Quarry LP766,435$4.49M0.6%+266.9%0.000%
2/14/2025Alpine Global Management LLC13,500$79K0.0%N/A0.000%
2/14/2025Stifel Financial Corp967,838$5.67M0.0%+11.0%0.000%
2/14/2025Shaker Financial Services LLC121,089$710K0.3%-33.4%0.000%
2/13/2025Guggenheim Capital LLC947,533$5.55M0.0%+33.1%0.000%
2/13/2025Mariner LLC16,250$95K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.151,133$886K0.0%N/A0.000%
2/13/2025Invesco Ltd.33,562$197K0.0%N/A0.000%
2/13/2025Yakira Capital Management Inc.1,182,731$6.93M2.6%+3.2%0.000%
2/13/2025Envestnet Asset Management Inc.251,759$1.48M0.0%-0.9%0.000%
2/13/2025Sit Investment Associates Inc.846,939$4.96M0.1%N/A0.000%
2/13/2025Wells Fargo & Company MN141,536$829K0.0%-2.6%0.000%
2/12/2025Landscape Capital Management L.L.C.83,732$491K0.1%-85.7%0.000%
2/12/2025Arete Wealth Advisors LLC41,304$242K0.0%+12.4%0.000%
2/11/2025LPL Financial LLC1,113,398$6.53M0.0%+22.7%0.000%
2/10/2025GWN Securities Inc.33,366$200K0.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC50,758$297K0.0%+4.9%0.000%
2/7/2025HighTower Advisors LLC10,180$60K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC111,307$652K0.1%+67.3%0.000%
2/6/2025Raymond James Financial Inc.151,133$886K0.0%N/A0.000%
2/4/2025IFP Advisors Inc5,000$29K0.0%N/A0.000%
1/31/2025Truist Financial Corp28,602$168K0.0%N/A0.000%
1/28/2025Stephens Inc. AR129,904$761K0.0%-3.1%0.000%
1/27/2025Stratos Wealth Advisors LLC22,460$132K0.0%-42.4%0.000%
1/24/2025Absolute Investment Advisers LLC1,596,374$9.36M1.2%N/A0.000%
1/15/2025Ameritas Advisory Services LLC18,041$106K0.0%-21.4%0.000%
1/14/2025Park Avenue Securities LLC234,351$1.37M0.0%+2.0%0.000%
1/14/2025SeaCrest Wealth Management LLC53,967$316K0.0%-9.1%0.000%
1/14/2025Integrated Capital Management Inc.39,990$234K0.2%-6.0%0.000%
11/15/2024Stifel Financial Corp871,539$5.40M0.0%+33.7%0.000%
11/15/2024Quarry LP208,913$1.30M0.3%+47.1%0.000%
11/14/2024Capstone Investment Advisors LLC447,378$2.77M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

ZTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZTR shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Virtus Total Return Fund. The most heavily invested institutionals were Absolute Investment Advisers LLC ($7.82M), Karpus Management Inc. ($7.00M), Yakira Capital Management Inc. ($6.93M), Guggenheim Capital LLC ($6.86M), LPL Financial LLC ($6.13M), Stifel Financial Corp ($5.67M), and Capstone Investment Advisors LLC ($4.98M).Learn more on Virtus Total Return Fund's institutional investors.

What percentage of Virtus Total Return Fund's stock is owned by institutional investors?

47.14% of Virtus Total Return Fund's stock is owned by institutional investors. Learn more on ZTR's institutional investor holdings.

Which institutional investors have been buying Virtus Total Return Fund's stock?

Of the 65 institutional investors that purchased Virtus Total Return Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($2.39M), Penserra Capital Management LLC ($1.77M), Absolute Investment Advisers LLC ($1.60M), Tabor Asset Management LP ($1.36M), Stifel Financial Corp ($887.30K), Capstone Investment Advisors LLC ($849.31K), and Sit Investment Associates Inc. ($846.94K).

How much institutional buying is happening at Virtus Total Return Fund?

Institutional investors have bought a total of 10,670,159 shares in the last 24 months. This purchase volume represents approximately $63.93M in transactions.

Which of Virtus Total Return Fund's major shareholders have been selling company stock?

Of the 35 institutional investors that sold Virtus Total Return Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($1.05M), Sit Investment Associates Inc. ($699.42K), Landscape Capital Management L.L.C. ($550.26K), AQR Arbitrage LLC ($398.77K), Almitas Capital LLC ($392.08K), Absolute Investment Advisers LLC ($341.21K), and Private Advisor Group LLC ($173.90K).

How much institutional selling is happening at Virtus Total Return Fund?

Institutional investors have sold a total of 4,775,896 shares in the last 24 months. This volume of shares sold represents approximately $28.43M in transactions.


Related Companies

This page (NYSE:ZTR) was last updated on 9/15/2025 by MarketBeat.com Staff
From Our Partners
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
Strange crypto pattern discovered by 40-person research team
Something unusual is happening inside a 40-person crypto research firm. They're helping 8,000+ ordinary peo...
Crypto Swap Profits | Sponsoredtc pixel