Institutional Ownership Virtus Total Return Fund Inc. (ZTR)
This table provides information about the institutional ownership of Virtus Total Return Fund Inc. (ZTR). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $91.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
21,211
shares
|
$132,356
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
20,322
shares
|
$126,809
0.0% of portfolio
|
Q1 2025
Reduced 30.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,115
shares
|
$125,517
0.0% of portfolio
|
Q1 2025
Added 49.58%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
19,001
shares
|
$118,566
0.03% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
18,683
shares
|
$116,581
0.07% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
17,712
shares
|
$110,522
0.0% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
17,560
shares
|
$109,574
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
17,402
shares
|
$108,588
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
14,428
shares
|
$90,030
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
13,715
shares
|
$85,581
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
12,859
shares
|
$80,240
0.0% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
12,662
shares
|
$79,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
12,267
shares
|
$76,546
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
11,947
shares
|
$74,549
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
11,900
shares
|
$74,256
0.02% of portfolio
|
Q3 2021
Added 1.71%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,099
shares
|
$69,257
0.0% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,051
shares
|
$68,958
0.0% of portfolio
|
Q1 2025
Reduced 31.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
10,192
shares
|
$63,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
10,180
shares
|
$63,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,315
shares
|
$51,885
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,000
shares
|
$31,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,440
shares
|
$27,705
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,565
shares
|
$22,245
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,770
shares
|
$17,284
0.0% of portfolio
|
Q1 2025
Added 141.92%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,243
shares
|
$13,996
0.0% of portfolio
|
Q1 2025
Reduced 23.79%
|