VIRTUS TOTAL RETURN FUND INC (ZTR) Institutional Ownership Changes & 13F Activity
VIRTUS TOTAL RETURN FUND INC (ZTR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Saba Capital Management, L.P., Karpus Management, Inc., Lpl Financial Llc, Wolverine Asset Management Llc, and Invesco Ltd..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | Buy | +801,756 | +70.7% | 1,936,491 | $13.23M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Sell | -292,558 | -61.5% | 183,208 | $1.25M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +92,247 | — | 92,247 | $630.05K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +16,154 | +20.2% | 95,958 | $655.41K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +10,525 | +4.3% | 257,076 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +10,521 | +70.7% | 25,403 | $173.50K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -3,074 | -1.6% | 184,618 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -1,990 | -10.3% | 17,272 | $117.97K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,387 | -1.0% | 141,327 | $965.26K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,278 | +1.5% | 87,982 | $600.92K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -1,122 | -2.7% | 41,036 | $280.28K | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Buy | +384 | +37.0% | 1,423 | $9.72K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -383 | -0.6% | 59,568 | $407.00K | Q2 2026 | Aug 14, 2026 |
| Mcguire Capital Advisors Inc | Buy | +68 | +2.3% | 3,059 | $20.89K | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management Llc | Buy | +33,915 | +4.0% | 888,554 | $6.07M | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +15,000 | — | 15,000 | $102.45K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -13,334 | -4.6% | 276,486 | $1.89M | Q2 2026 | Aug 13, 2026 |
| Yakira Capital Management, Inc. | Sell | -11,798 | -5.5% | 204,043 | $1.39M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -607 | -10.1% | 5,430 | $37.09K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -25 | -0.2% | 11,922 | $81.43K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +2 | — | 2 | $14.00 | Q2 2026 | Aug 13, 2026 |
| Stonex Group Inc. | Buy | +16,768 | — | 16,768 | $113.40K | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Buy | +12,834 | +1.0% | 1,279,341 | $8.74M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +4,937 | +0.7% | 692,536 | $4.73M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +308 | +0.7% | 45,963 | $313.93K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +16 | +2.4% | 670 | $4.58K | Q2 2026 | Aug 12, 2026 |
| Wolverine Asset Management Llc | Sell | -127,442 | -70.4% | 53,617 | $366.20K | Q2 2026 | Aug 10, 2026 |
| Investment Counsel Co Of Nevada | Buy | +103 | — | 103 | $704.00 | Q2 2026 | Aug 10, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +11 | +2.4% | 468 | $3.20K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +220,593 | +15.7% | 1,623,057 | $11.09M | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about ZTR activity
Which institutional owners are buying ZTR?
Institutional owners buying ZTR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ZTR activity?
"Buy" means an investor increased their reported position in ZTR compared to the prior reporting period. This reflects growing exposure to VIRTUS TOTAL RETURN FUND INC (ZTR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ZTR increasing?
Institutional interest in ZTR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.