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Virtus Total Return Fund (ZTR) Institutional Ownership

Virtus Total Return Fund logo
$6.38 +0.01 (+0.08%)
Closing price 03:59 PM Eastern
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$6.38 0.00 (0.00%)
As of 04:10 PM Eastern
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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)
48
Total
Institutional Inflows
(last 12 months)
$63.68M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$28.43M
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ZTR Institutional Buying and Selling by Quarter

Virtus Total Return Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/20/2025 Integrity Alliance LLC.12,662$76K0.0%N/A0.023%
5/16/2025 Arete Wealth Advisors LLC31,041$185K0.0%-24.8%0.056%
5/16/2025 AQR Arbitrage LLC87,830$524K0.0%-71.3%0.158%
5/16/2025 Almitas Capital LLC44,994$269K0.1%-89.7%0.081%
5/15/2025 Quarry LP618,824$3.69M0.8%-19.3%1.114%
5/15/2025 Nomura Holdings Inc.20,322$121K0.0%-30.5%0.037%
5/15/2025 Sculptor Capital LP316,031$1.89M0.0%-30.5%0.569%
5/15/2025 Landscape Capital Management L.L.C.36,774$220K0.0%-56.1%0.066%
5/14/2025 North Ground Capital485,000$2.93M2.9%+2,931.3%0.873%
5/14/2025 Walleye Capital LLC39,774$237K0.0%N/A0.072%
5/13/2025 Sit Investment Associates Inc.147,521$881K0.0%-82.6%0.266%
5/12/2025 Invesco Ltd.40,765$243K0.0%+21.5%0.073%
5/12/2025 Wolverine Asset Management LLC314,274$1.88M0.0%N/A0.566%
5/9/2025 Shaker Financial Services LLC147,623$881K0.3%+21.9%0.266%
5/9/2025 PNC Financial Services Group Inc.58,819$351K0.0%-29.8%0.106%
5/8/2025 Pasadena Private Wealth LLC14,428$86K0.0%N/A0.026%
5/8/2025 XTX Topco Ltd11,947$71K0.0%N/A0.022%
5/7/2025 LPL Financial LLC1,027,362$6.13M0.0%-7.7%1.850%
5/6/2025 Readystate Asset Management LP130,108$777K0.0%N/A0.234%
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5/6/2025 Tabor Asset Management LP679,184$4.06M1.0%N/A1.223%
5/5/2025 Blue Bell Private Wealth Management LLC49,621$296K0.1%-55.4%0.089%
5/5/2025 J.W. Cole Advisors Inc.170,061$1.02M0.0%+266.9%0.306%
5/5/2025 Private Advisor Group LLC121,434$725K0.0%+45.8%0.219%
5/5/2025 Tabor Asset Management LP679,184$4.06M1.6%N/A1.223%
5/2/2025 Dakota Wealth Management28,339$169K0.0%-6.9%0.051%
5/1/2025 Stephens Inc. AR123,703$739K0.0%-4.8%0.223%
4/30/2025 Beverly Hills Private Wealth LLC46,938$280K0.1%N/A0.084%
4/29/2025 Envestnet Asset Management Inc.258,888$1.55M0.0%+2.8%0.466%
4/29/2025 Penserra Capital Management LLC771,404$4.61M0.1%-57.7%1.389%
4/29/2025 Concurrent Investment Advisors LLC10,192$61K0.0%N/A0.018%
4/29/2025 Absolute Investment Advisers LLC1,477,554$8.82M1.3%-7.4%2.660%
4/22/2025 Advisor Resource Council21,211$127K0.0%N/A0.000%
4/11/2025 Gridiron Partners LLC20,039$120K0.1%-15.4%0.000%
4/9/2025 Integrated Capital Management Inc.45,003$269K0.2%+12.5%0.000%
2/18/2025 Alpine Global Management LLC13,500$79K0.0%N/A0.000%
2/18/2025 CSS LLC IL346,748$2.03M0.1%+11.7%0.000%
2/17/2025 Saba Capital Management L.P.608,509$3.57M0.1%-11.2%0.000%
2/17/2025 Millennium Management LLC27,342$160K0.0%-15.4%0.000%
2/17/2025 Cetera Investment Advisers56,667$332K0.0%-72.5%0.000%
2/17/2025 Bulldog Investors LLP362,693$2.13M0.6%-4.3%0.000%
2/17/2025 Capstone Investment Advisors LLC849,307$4.98M0.0%+89.8%0.000%
2/17/2025 CF Capital LLC16,000$94K0.1%N/A0.000%
2/17/2025 Bank of America Corp DE184,961$1.08M0.0%-12.4%0.000%
2/17/2025 Almitas Capital LLC437,074$2.56M0.6%+42.0%0.000%
2/14/2025 AQR Arbitrage LLC305,557$1.79M0.0%-37.2%0.000%
2/14/2025 Jane Street Group LLC12,898$76K0.0%N/A0.000%
2/14/2025 Quarry LP766,435$4.49M0.6%+266.9%0.000%
2/14/2025 Alpine Global Management LLC13,500$79K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp967,838$5.67M0.0%+11.0%0.000%
2/14/2025 Shaker Financial Services LLC121,089$710K0.3%-33.4%0.000%
2/13/2025 Guggenheim Capital LLC947,533$5.55M0.0%+33.1%0.000%
2/13/2025 Mariner LLC16,250$95K0.0%N/A0.000%
2/13/2025 Raymond James Financial Inc.151,133$886K0.0%N/A0.000%
2/13/2025 Invesco Ltd.33,562$197K0.0%N/A0.000%
2/13/2025 Yakira Capital Management Inc.1,182,731$6.93M2.6%+3.2%0.000%
2/13/2025 Envestnet Asset Management Inc.251,759$1.48M0.0%-0.9%0.000%
2/13/2025 Sit Investment Associates Inc.846,939$4.96M0.1%N/A0.000%
2/13/2025 Wells Fargo & Company MN141,536$829K0.0%-2.6%0.000%
2/12/2025 Landscape Capital Management L.L.C.83,732$491K0.1%-85.7%0.000%
2/12/2025 Arete Wealth Advisors LLC41,304$242K0.0%+12.4%0.000%
2/11/2025 LPL Financial LLC1,113,398$6.53M0.0%+22.7%0.000%
2/10/2025 GWN Securities Inc.33,366$200K0.1%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC50,758$297K0.0%+4.9%0.000%
2/7/2025 HighTower Advisors LLC10,180$60K0.0%N/A0.000%
2/7/2025 Blue Bell Private Wealth Management LLC111,307$652K0.1%+67.3%0.000%
2/6/2025 Raymond James Financial Inc.151,133$886K0.0%N/A0.000%
2/4/2025 IFP Advisors Inc5,000$29K0.0%N/A0.000%
1/31/2025 Truist Financial Corp28,602$168K0.0%N/A0.000%
1/28/2025 Stephens Inc. AR129,904$761K0.0%-3.1%0.000%
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1/27/2025 Stratos Wealth Advisors LLC22,460$132K0.0%-42.4%0.000%
1/24/2025 Absolute Investment Advisers LLC1,596,374$9.36M1.2%N/A0.000%
1/15/2025 Ameritas Advisory Services LLC18,041$106K0.0%-21.4%0.000%
1/14/2025 Park Avenue Securities LLC234,351$1.37M0.0%+2.0%0.000%
1/14/2025 SeaCrest Wealth Management LLC53,967$316K0.0%-9.1%0.000%
1/14/2025 Integrated Capital Management Inc.39,990$234K0.2%-6.0%0.000%
11/15/2024 Stifel Financial Corp871,539$5.40M0.0%+33.7%0.000%
11/15/2024 Quarry LP208,913$1.30M0.3%+47.1%0.000%
11/14/2024 Capstone Investment Advisors LLC447,378$2.77M0.0%N/A0.000%
11/14/2024 Walleye Capital LLC22,145$137K0.0%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, 73 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 64 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 10,630,592 shares in the last 24 months. This purchase volume represents approximately $63.68M 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.


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This page (NYSE:ZTR) was last updated on 8/28/2025 by MarketBeat.com Staff
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