VIRTUS TOTAL RETURN FUND INC (ZTR) Institutional Shareholders
VIRTUS TOTAL RETURN FUND INC (ZTR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $59.95M in ZTR holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ZTR tracked by InsiderSet, reporting ownership valued at approximately $9.28M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.55M, representing an estimated gain of +2.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed ZTR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Guggenheim Capital Llc, Saba Capital Management, L.P., and several other long-term asset managers with concentrated positions in VIRTUS TOTAL RETURN FUND INC (ZTR).
This page ranks the largest institutional ZTR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
90
Total Reported Value
$59.95M
Largest Holder
Lpl Financial Llc
Largest Position
$9.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 1,402,464 | $9,284,313 | $9,550,780 | +$266,467 | +2.87% | |
| Guggenheim Capital Llc | 0.07% | 1,266,507 | $8,384,276 | $8,624,913 | +$240,637 | +2.87% | |
| Saba Capital Management, L.P. | 0.24% | 1,134,735 | $7,511,946 | $7,727,545 | +$215,599 | +2.87% | |
| Stifel Financial Corp | 0.00% | 687,599 | $4,551,925 | $4,682,549 | +$130,624 | +2.87% | |
| Karpus Management, Inc. | 0.10% | 475,766 | $3,149,571 | $3,239,966 | +$90,395 | +2.87% | |
| Capstone Investment Advisors, Llc | 0.02% | 370,223 | $2,450,876 | $2,521,219 | +$70,343 | +2.87% | |
| Morgan Stanley | 0.00% | 289,820 | $1,918,608 | $1,973,674 | +$55,066 | +2.87% | |
| Envestnet Asset Management Inc | 0.00% | 252,787 | $1,673,451 | $1,721,479 | +$48,028 | +2.87% | |
| Bank Of America Corp | 0.00% | 246,551 | $1,632,168 | $1,679,012 | +$46,844 | +2.87% | |
| Ashton Thomas Securities, Llc | 0.24% | 236,800 | $1,617,344 | $1,612,608 | -$4,736 | -0.29% | |
| Sculptor Capital Lp | 0.02% | 217,653 | $1,440,863 | $1,482,217 | +$41,354 | +2.87% | |
| Yakira Capital Management, Inc. | 0.42% | 215,841 | $1,428,867 | $1,469,877 | +$41,010 | +2.87% | |
| Advisors Asset Management, Inc. | 0.02% | 187,692 | $1,242,521 | $1,278,183 | +$35,662 | +2.87% | |
| Wolverine Asset Management Llc | 0.02% | 181,059 | $1,198,611 | $1,233,012 | +$34,401 | +2.87% | |
| Quarry Lp | 0.24% | 180,332 | $1,193,798 | $1,228,061 | +$34,263 | +2.87% | |
| Wells Fargo & Company/Mn | 0.00% | 142,714 | $944,768 | $971,882 | +$27,114 | +2.87% | |
| Blue Bell Private Wealth Management, Llc | 0.12% | 130,648 | $864,890 | $889,713 | +$24,823 | +2.87% | |
| Stephens Inc | 0.01% | 115,798 | $790,900 | $788,584 | -$2,316 | -0.29% | |
| J.W. Cole Advisors, Inc. | 0.01% | 99,825 | $681,803 | $679,808 | -$1,995 | -0.29% | |
| Invesco Ltd. | 0.00% | 101,041 | $668,891 | $688,089 | +$19,198 | +2.87% | |
| Private Advisor Group, Llc | 0.00% | 87,277 | $596,105 | $594,356 | -$1,749 | -0.29% | |
| Raymond James Financial Inc | 0.00% | 86,704 | $573,982 | $590,454 | +$16,472 | +2.87% | |
| Osaic Holdings, Inc. | 0.00% | 79,804 | $528,306 | $543,465 | +$15,159 | +2.87% | |
| Css Llc/Il | 0.03% | 79,387 | $525,542 | $540,625 | +$15,083 | +2.87% | |
| Royal Bank Of Canada | 0.00% | 59,951 | $397,000 | $408,266 | +$11,266 | +2.84% | |
| Cetera Investment Advisers | 0.00% | 45,655 | $302,233 | $310,911 | +$8,678 | +2.87% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,278 | $281,930 | $281,103 | -$827 | -0.29% | |
| Xtx Topco Ltd | 0.00% | 42,158 | $279,086 | $287,096 | +$8,010 | +2.87% | |
| Integrated Capital Management, Inc. | 0.18% | 36,817 | $251,459 | $250,724 | -$735 | -0.29% | |
| Kestra Advisory Services, Llc | 0.00% | 28,620 | $195,476 | $194,902 | -$574 | -0.29% | |
| Corecap Advisors, Llc | 0.01% | 26,367 | $180,085 | $179,559 | -$526 | -0.29% | |
| Gladstone Institutional Advisory Llc | 0.01% | 25,271 | $172,601 | $172,096 | -$505 | -0.29% | |
| Stratos Wealth Advisors, Llc | 0.01% | 25,306 | $167,529 | $172,334 | +$4,805 | +2.87% | |
| Beverly Hills Private Wealth, Llc | 0.03% | 24,403 | $161,547 | $166,184 | +$4,637 | +2.87% | |
| Avise Financial Cooperative, Inc. | 0.13% | 24,215 | $160,303 | $164,904 | +$4,601 | +2.87% | |
| Hightower Advisors, Llc | 0.00% | 23,920 | $158,349 | $162,895 | +$4,546 | +2.87% | |
| Concurrent Investment Advisors, Llc | 0.00% | 22,341 | $152,588 | $152,142 | -$446 | -0.29% | |
| Creative Planning | 0.00% | 22,992 | $152,207 | $156,576 | +$4,369 | +2.87% | |
| Mml Investors Services, Llc | 0.00% | 20,807 | $137,744 | $141,696 | +$3,952 | +2.87% | |
| Susquehanna International Group, Llp | 0.00% | 19,262 | $127,514 | $131,174 | +$3,660 | +2.87% | |
| Alphastar Capital Management, Llc | 0.01% | 17,402 | $118,856 | $118,508 | -$348 | -0.29% | |
| Readystate Asset Management Lp | 0.01% | 17,358 | $114,910 | $118,208 | +$3,298 | +2.87% | |
| Jane Street Group, Llc | 0.00% | 17,155 | $113,566 | $116,826 | +$3,260 | +2.87% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.01% | 16,578 | $113,229 | $112,896 | -$333 | -0.29% | |
| Decision Investments, Inc | 0.10% | 16,100 | $109,963 | $109,641 | -$322 | -0.29% | |
| Pnc Financial Services Group, Inc. | 0.00% | 16,008 | $105,970 | $109,014 | +$3,044 | +2.87% | |
| Shulman Demeo Asset Management Llc | 0.02% | 14,756 | $100,782 | $100,488 | -$294 | -0.29% | |
| Ameritas Advisory Services, Llc | 0.00% | 14,882 | $98,519 | $101,346 | +$2,827 | +2.87% | |
| Two Sigma Securities, Llc | 0.01% | 13,928 | $92,203 | $94,850 | +$2,647 | +2.87% | |
| Tactive Advisors, Llc | 0.02% | 13,265 | $90,601 | $90,335 | -$266 | -0.29% |
Frequently asked questions about ZTR
Who owns the most ZTR stock?
The largest holders of ZTR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VIRTUS TOTAL RETURN FUND INC (ZTR).
Is ZTR widely held by superinvestors?
Many widely followed stocks like ZTR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ZTR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.