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Virtus Total Return Fund (ZTR) Institutional Ownership

Virtus Total Return Fund logo
$6.12 -0.08 (-1.21%)
Closing price 07/14/2025 03:59 PM Eastern
Extended Trading
$6.11 -0.01 (-0.15%)
As of 07/14/2025 06:19 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.
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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)
44
Total
Institutional Inflows
(last 12 months)
$63.00M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$27.74M
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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
7/14/2025Park 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%
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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%
1/14/2025 SeaCrest 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%
11/14/2024Walleye Capital LLC22,145$137K0.0%N/A0.000%
11/12/2024Centaurus Financial Inc.10,054$62K0.0%-31.5%0.000%
11/12/2024Penserra Capital Management LLC1,751,170$10.86M0.2%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.587,035$3.64M0.4%+25.7%0.000%
11/4/2024Wolverine Asset Management LLC27,380$170K0.0%N/A0.000%
11/4/2024Sigma Planning Corp68,650$426K0.0%-6.6%0.000%
10/31/2024Shaker Financial Services LLC181,877$1.13M0.4%+55.5%0.000%
10/28/2024Stephens Inc. AR134,007$831K0.0%-19.4%0.000%
10/24/2024J.W. Cole Advisors Inc.45,620$283K0.0%-24.5%0.000%
10/22/2024Private Advisor Group LLC82,920$514K0.0%-67.7%0.000%
10/8/2024Integrated Capital Management Inc.42,523$264K0.2%+4.8%0.000%
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10/3/2024Park Avenue Securities LLC229,749$1.42M0.0%-3.5%0.000%
9/23/2024Centaurus Financial Inc.14,668$80K0.0%-88.9%0.000%
8/22/2024Cetera Investment Advisers211,770$1.16M0.0%-14.9%0.000%
8/19/2024B. Riley Wealth Advisors Inc.34,388$188K0.0%+9.7%0.000%
8/16/2024Quarry LP142,026$775K0.2%-51.7%0.000%
8/15/2024Sculptor Capital LP454,921$2.48M0.0%N/A0.000%
8/8/2024J.W. Cole Advisors Inc.60,414$330K0.0%+70.1%0.000%
8/5/2024Private Advisor Group LLC256,818$1.40M0.0%-16.2%0.000%
8/5/2024Blue Bell Private Wealth Management LLC29,167$159K0.0%+81.6%0.000%
8/3/2024Shaker Financial Services LLC116,983$638K0.3%+65.4%0.000%
(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 Rivernorth Capital Management LLC ($27.07M), Karpus Management Inc. ($13.39M), Absolute Investment Advisers LLC ($8.82M), Yakira Capital Management Inc. ($6.93M), LPL Financial LLC ($6.13M), Stifel Financial Corp ($5.67M), and Guggenheim Capital LLC ($5.55M).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 62 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 ($1.75M), 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 10,588,547 shares in the last 24 months. This purchase volume represents approximately $63.00M in transactions.

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

Of the 33 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), Quarry LP ($299.84K), and Private Advisor Group LLC ($223.67K).

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

Institutional investors have sold a total of 4,696,275 shares in the last 24 months. This volume of shares sold represents approximately $27.74M in transactions.


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This page (NYSE:ZTR) was last updated on 7/15/2025 by MarketBeat.com Staff
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