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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
945
shares
|
$5,877
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
771
shares
|
$4,795
0.0% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
676
shares
|
$4,204
0.0% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
450
shares
|
$2,799
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
445
shares
|
$2,767
0.0% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
406
shares
|
$2,525
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
222
shares
|
$1,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
154
shares
|
$957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
145
shares
|
$901
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
124
shares
|
$771
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
103
shares
|
$640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
91
shares
|
$566
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
78
shares
|
$485
0.0% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
71
shares
|
$441
0.0% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
60
shares
|
$373
0.0% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|