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 92 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $96.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
20,322
shares
|
$126,402
0.0% of portfolio
|
Q1 2025
Reduced 30.53%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
19,001
shares
|
$118,186
0.03% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
18,683
shares
|
$116,208
0.07% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,034
shares
|
$112,171
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
17,560
shares
|
$109,223
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
17,402
shares
|
$108,240
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
17,176
shares
|
$106,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
14,428
shares
|
$89,742
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,094
shares
|
$87,664
0.0% of portfolio
|
Q2 2025
Added 27.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,715
shares
|
$85,307
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
12,267
shares
|
$76,300
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,092
shares
|
$75,212
0.0% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
11,954
shares
|
$74,353
0.0% of portfolio
|
Q2 2025
Reduced 74.57%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
11,900
shares
|
$74,018
0.02% of portfolio
|
Q3 2021
Added 1.71%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,099
shares
|
$69,035
0.0% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,315
shares
|
$51,719
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,281
shares
|
$51,507
0.0% of portfolio
|
Q2 2025
Reduced 35.6%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
8,000
shares
|
$49,760
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,440
shares
|
$27,616
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,625
shares
|
$22,547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,565
shares
|
$22,174
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,770
shares
|
$17,229
0.0% of portfolio
|
Q1 2025
Added 141.92%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,243
shares
|
$13,951
0.0% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,012
shares
|
$6,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$6,220
0.0% of portfolio
|
Q2 2025
New holding
|