ZTR VIRTUS TOTAL RETURN FD INC: institutional ownership and insider trading

94 funds reported holding $74.2M of VIRTUS TOTAL RETURN FD INC in their latest 13F filings; in Q2 2026 funds net bought $1.64M, with 12 new positions and 15 funds selling out.

Largest institutional holders of ZTR

  1. Saba Capital Management, L.P. — $13.2M
  2. LPL Financial LLC — $11.1M
  3. GUGGENHEIM CAPITAL LLC — $8.74M
  4. Penserra Capital Management LLC — $6.07M
  5. STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $4.73M
  6. CAPSTONE INVESTMENT ADVISORS, LLC — $2.53M
  7. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $1.89M
  8. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $1.76M
  9. ENVESTNET ASSET MANAGEMENT INC — $1.71M
  10. ASHTON THOMAS SECURITIES, LLC — $1.62M

5%+ owners

All ZTR 13F holders