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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Saba Capital Management, L.P.Buy+801,756+70.7%1,936,491$13.23MQ2 2026Aug 14, 2026
Karpus Management, Inc.Sell-292,558-61.5%183,208$1.25MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+92,24792,247$630.05KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+16,154+20.2%95,958$655.41KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+10,525+4.3%257,076$1.76MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+10,521+70.7%25,403$173.50KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-3,074-1.6%184,618$1.26MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-1,990-10.3%17,272$117.97KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,387-1.0%141,327$965.26KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,278+1.5%87,982$600.92KQ2 2026Aug 14, 2026
Xtx Topco LtdSell-1,122-2.7%41,036$280.28KQ2 2026Aug 14, 2026
Nemes Rush Group LlcBuy+384+37.0%1,423$9.72KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-383-0.6%59,568$407.00KQ2 2026Aug 14, 2026
Mcguire Capital Advisors IncBuy+68+2.3%3,059$20.89KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+33,915+4.0%888,554$6.07MQ2 2026Aug 13, 2026
Huntington National BankBuy+15,00015,000$102.45KQ2 2026Aug 13, 2026
Morgan StanleySell-13,334-4.6%276,486$1.89MQ2 2026Aug 13, 2026
Yakira Capital Management, Inc.Sell-11,798-5.5%204,043$1.39MQ2 2026Aug 13, 2026
Ubs Group AgSell-607-10.1%5,430$37.09KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-25-0.2%11,922$81.43KQ2 2026Aug 13, 2026
Fmr LlcBuy+22$14.00Q2 2026Aug 13, 2026
Stonex Group Inc.Buy+16,76816,768$113.40KQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+12,834+1.0%1,279,341$8.74MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+4,937+0.7%692,536$4.73MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+308+0.7%45,963$313.93KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+16+2.4%670$4.58KQ2 2026Aug 12, 2026
Wolverine Asset Management LlcSell-127,442-70.4%53,617$366.20KQ2 2026Aug 10, 2026
Investment Counsel Co Of NevadaBuy+103103$704.00Q2 2026Aug 10, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+11+2.4%468$3.20KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+220,593+15.7%1,623,057$11.09MQ2 2026Aug 07, 2026
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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.