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Virtus Total Return Fund (ZTR) Institutional Ownership

Virtus Total Return Fund logo
$6.87 +0.04 (+0.59%)
Closing price 03:59 PM Eastern
Extended Trading
$6.86 0.00 (-0.07%)
As of 05:24 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 Massive. Learn more.
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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)
40
Total
Institutional Inflows
(last 12 months)
$34.88M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$50.79M
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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
4/30/2026 Kestra Advisory Services LLC36,447$241K0.0%+29.5%0.073%
4/27/2026 Private Advisor Group LLC351,813$2.33M0.0%+4.2%0.704%
4/22/2026 Absolute Investment Advisers LLC279,486$1.85M0.2%-59.3%0.559%
3/5/2026 Bayban10,339$65K0.1%N/A0.019%
2/26/2026Alpine Global Management LLC108,211$682K0.1%-82.8%0.195%
2/19/2026Invesco Ltd.124,894$787K0.0%-9.7%0.225%
2/18/2026Readystate Asset Management LP28,873$182K0.0%+8.0%0.052%
2/18/2026Oxford Asset Management LLP65,945$415K0.2%N/A0.119%
2/17/2026Guggenheim Capital LLC1,246,096$7.85M0.1%+2.0%2.243%
2/17/2026Cetera Investment Advisers44,514$280K0.0%-4.7%0.080%
2/17/2026Osaic Holdings Inc.71,428$450K0.0%+6.9%0.129%
2/17/2026Royal Bank of Canada56,031$353K0.0%+11.1%0.101%
2/16/2026Sculptor Capital LP217,653$1.37M0.0%-37.3%0.392%
2/16/2026Yakira Capital Management Inc.281,673$1.78M0.6%-58.7%0.507%
2/16/2026 MML Investors Services LLC25,323$160K0.0%+9.5%0.046%
2/13/2026Stifel Financial Corp672,991$4.24M0.0%-33.7%1.212%
2/13/2026Quarry LP265,646$1.67M0.3%-19.9%0.478%
2/12/2026Advisors Asset Management Inc.130,444$822K0.0%N/A0.235%
2/12/2026Jane Street Group LLC69,313$437K0.0%+130.6%0.125%
2/12/2026HRT Financial LP10,033$63K0.0%N/A0.018%
2/12/2026North Ground Capital222,186$1.40M0.7%-81.4%0.400%
2/12/2026 Commonwealth Equity Services LLC42,034$265K0.0%-14.5%0.076%
2/11/2026Closed End Fund Advisors Inc.10,522$66K0.0%N/A0.019%
2/11/2026 J.W. Cole Advisors Inc.107,071$668K0.0%-3.9%0.193%
2/11/2026 Avise Financial Cooperative Inc.26,864$169K0.2%N/A0.048%
2/10/2026 Pasadena Private Wealth LLC12,303$78K0.0%-14.7%0.022%
2/9/2026Blue Bell Private Wealth Management LLC68,391$431K0.1%-25.9%0.123%
2/6/2026PNC Financial Services Group Inc.20,428$129K0.0%-33.8%0.037%
2/6/2026HighTower Advisors LLC10,338$65K0.0%-65.0%0.019%
2/5/2026 Stephens Inc. AR115,879$730K0.0%-27.0%0.209%
2/4/2026Ameritas Advisory Services LLC13,382$84K0.0%-25.2%0.024%
2/2/2026 Wolverine Asset Management LLC85,717$540K0.0%-67.2%0.154%
2/2/2026Ashton Thomas Securities LLC113,500$715K0.1%+3.7%0.204%
1/28/2026 Absolute Investment Advisers LLC686,219$4.31M0.5%-18.8%1.235%
1/26/2026Shaker Financial Services LLC19,241$121K0.0%-72.7%0.035%
1/26/2026CWM LLC7,582$48K0.0%+854.9%0.014%
1/13/2026Dakota Wealth Management17,053$107K0.0%-39.8%0.031%
1/9/2026 Tactive Advisors LLC13,895$88K0.0%-37.3%0.025%
1/8/2026 Gridiron Partners LLC12,282$77K0.0%-99.1%0.022%
1/8/2026Integrated Capital Management Inc.43,477$274K0.2%+9.3%0.078%
1/5/2026 Park Avenue Securities LLC216,213$1.36M0.0%-1.1%0.389%
11/21/2025Alpine Global Management LLC630,000$4.06M0.6%N/A1.134%
11/17/2025Quarry LP331,649$2.14M0.5%-43.3%0.597%
11/17/2025Bank of America Corp DE287,814$1.86M0.0%-15.0%0.518%
11/14/2025Raymond James Financial Inc.125,650$810K0.0%+8.3%0.226%
11/13/2025Yakira Capital Management Inc.682,714$4.40M1.5%+0.5%1.229%
11/13/2025 Private Advisor Group LLC294,545$1.90M0.0%+11.9%0.530%
11/10/2025 Beverly Hills Private Wealth LLC83,446$538K0.1%+74.2%0.150%
11/7/2025Readystate Asset Management LP26,737$172K0.0%-83.4%0.048%
11/5/2025 J.W. Cole Advisors Inc.111,375$718K0.0%-17.4%0.200%
11/5/2025 Envestnet Asset Management Inc.247,410$1.60M0.0%-2.1%0.445%
11/4/2025Penserra Capital Management LLC837,287$5.40M0.1%+5.3%1.507%
10/29/2025North Ground Capital1,197,000$7.72M4.8%+121.5%2.155%
10/28/2025 Wolverine Asset Management LLC261,154$1.68M0.0%-43.6%0.470%
10/27/2025Ashton Thomas Securities LLC109,500$674K0.1%+4.8%0.197%
10/23/2025 Park Avenue Securities LLC218,525$1.41M0.0%-3.6%0.393%
10/22/2025Shaker Financial Services LLC70,424$454K0.2%-58.5%0.127%
10/22/2025 CoreCap Advisors LLC11,875$77K0.0%-13.4%0.021%
10/22/2025Blue Bell Private Wealth Management LLC92,276$595K0.1%+75.7%0.166%
10/20/2025 Absolute Investment Advisers LLC844,838$5.45M0.7%-32.7%1.521%
10/14/2025 Gridiron Partners LLC1,442,455$9.30M0.7%+7,620.7%2.597%
10/8/2025Integrated Capital Management Inc.39,793$257K0.2%-12.1%0.072%
9/4/2025Osaic Holdings Inc.65,798$410K0.0%+150.8%0.118%
8/18/2025 Tactive Advisors LLC21,018$131K0.0%N/A0.038%
8/15/2025Sculptor Capital LP346,864$2.16M0.0%+9.8%0.624%
8/15/2025Bank of America Corp DE338,441$2.11M0.0%+33.9%0.609%
8/14/2025Raymond James Financial Inc.115,974$723K0.0%-1.9%0.209%
8/14/2025Karpus Management Inc.1,123,948$7.00M0.2%-3.0%2.023%
8/13/2025Walleye Capital LLC73,618$459K0.0%+85.1%0.133%
8/13/2025Guggenheim Capital LLC1,101,550$6.86M0.1%+3.2%1.983%
8/13/2025Invesco 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%
8/8/2025Cetera Investment Advisers50,451$314K0.0%-11.2%0.091%
8/8/2025PNC Financial Services Group Inc.30,839$192K0.0%-47.6%0.056%
8/6/2025Penserra Capital Management LLC794,894$4.95M0.1%+3.0%1.431%
8/6/2025 Wedbush Securities Inc.17,176$107K0.0%N/A0.031%
8/5/2025Shaker 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%
7/21/2025Ashton 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%


ZTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZTR shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Virtus Total Return Fund. The most heavily invested institutionals were Guggenheim Capital LLC ($7.85M), Karpus Management Inc. ($7.00M), LPL Financial LLC ($6.13M), Penserra Capital Management LLC ($5.40M), Capstone Investment Advisors LLC ($4.98M), Stifel Financial Corp ($4.24M), and Tabor Asset Management LP ($4.06M).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 63 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: Penserra Capital Management LLC ($1.82M), Absolute Investment Advisers LLC ($1.60M), Gridiron Partners LLC ($1.42M), Tabor Asset Management LP ($1.36M), North Ground Capital ($1.13M), Alpine Global Management LLC ($861.78K), and Capstone Investment Advisors LLC ($849.31K).

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

Institutional investors have bought a total of 5,579,911 shares in the last 24 months. This purchase volume represents approximately $34.88M in transactions.

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

Of the 37 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: Gridiron Partners LLC ($1.43M), Absolute Investment Advisers LLC ($1.20M), North Ground Capital ($974.81K), Sit Investment Associates Inc. ($699.42K), Alpine Global Management LLC ($521.79K), Quarry LP ($467.03K), and Yakira Capital Management Inc. ($401.04K).

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

Institutional investors have sold a total of 8,119,011 shares in the last 24 months. This volume of shares sold represents approximately $50.79M in transactions.


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This page (NYSE:ZTR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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