Virtus Total Return Fund Inc.(ZTR)

$6.66▼-0.05 (-0.75%)

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Virtus Total Return Fund Inc.(ZTR)

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$6.66▼-0.05 (-0.75%)

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ZTR(ZTR)

ZTR

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Institutional Ownership

Top 120 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.40M	Mar 31, 26	-31.55K	2.96%
GUGGENHEIM CAPITAL LLC	1.27M	Mar 31, 26	+20.41K	2.67%
Saba Capital Management, L.P.	1.13M	Mar 31, 26	+1.13M	2.40%
Penserra Capital Management LLC	854.64K	Mar 31, 26	-68.04K	1.80%
STIFEL FINANCIAL CORP	687.60K	Mar 31, 26	+14.61K	1.45%
Karpus Management, Inc.	475.77K	Mar 31, 26	-201.46K	1.00%
CAPSTONE INVESTMENT ADVISORS, LLC	370.22K	Mar 31, 26	--	0.78%
Private Advisor Group, LLC	351.81K	Mar 31, 26	+14.24K	0.74%
MORGAN STANLEY	289.82K	Mar 31, 26	-405.70K	0.61%
ABSOLUTE INVESTMENT ADVISERS, LLC	279.49K	Mar 31, 26	-406.73K	0.59%
ENVESTNET ASSET MANAGEMENT INC	252.79K	Mar 31, 26	+8.26K	0.53%
PARK AVENUE SECURITIES LLC	222.06K	Mar 31, 26	+5.85K	0.47%
Sculptor Capital LP	217.65K	Mar 31, 26	--	0.46%
Yakira Capital Management, Inc.	215.84K	Mar 31, 26	-65.83K	0.46%
Advisors Asset Management, Inc.	187.69K	Mar 31, 26	+57.25K	0.40%
WOLVERINE ASSET MANAGEMENT LLC	181.06K	Mar 31, 26	+95.34K	0.38%
Quarry LP	180.33K	Mar 31, 26	-85.31K	0.38%
WELLS FARGO & COMPANY/MN	142.71K	Mar 31, 26	+3.77K	0.30%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	130.65K	Mar 31, 26	+62.26K	0.28%
STEPHENS INC /AR/	115.73K	Mar 31, 26	-145	0.24%
Invesco Ltd.	101.04K	Mar 31, 26	-23.85K	0.21%
RAYMOND JAMES FINANCIAL INC	86.70K	Mar 31, 26	-2.37K	0.18%
ADVISOR GROUP HOLDINGS, INC.	79.80K	Mar 31, 26	+8.38K	0.17%
CSS LLC/IL	79.39K	Mar 31, 26	--	0.17%
ROYAL BANK OF CANADA	59.95K	Mar 31, 26	+3.92K	0.13%
INTEGRATED CAPITAL MANAGEMENT, INC.	46.33K	Mar 31, 26	+2.85K	0.10%
Cetera Investment Advisers	45.66K	Mar 31, 26	+1.14K	0.10%
XTX Topco Ltd	42.16K	Mar 31, 26	+42.16K	0.09%
COMMONWEALTH EQUITY SERVICES, LLC	40.90K	Mar 31, 26	-1.13K	0.09%
Kestra Advisory Services, LLC	36.45K	Mar 31, 26	+8.31K	0.08%
Stratos Wealth Advisors, LLC	25.31K	Mar 31, 26	+559	0.05%
Beverly Hills Private Wealth, LLC	24.40K	Mar 31, 26	-2.54K	0.05%
Avise Financial Cooperative, Inc.	24.21K	Mar 31, 26	-2.65K	0.05%
HighTower Advisors, LLC	23.92K	Mar 31, 26	+13.58K	0.05%
CoreCap Advisors, LLC	23.72K	Mar 31, 26	+11.01K	0.05%
Cambridge Investment Research Advisors, Inc.	23.21K	Mar 31, 26	+2.49K	0.05%
Creative Planning	22.99K	Mar 31, 26	-1.22K	0.05%
WEDBUSH SECURITIES INC	21.17K	Mar 31, 26	+3.91K	0.04%
MML INVESTORS SERVICES, LLC	20.81K	Mar 31, 26	-4.52K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	19.26K	Mar 31, 26	+19.26K	0.04%
AlphaStar Capital Management, LLC	17.40K	Mar 31, 26	--	0.04%
READYSTATE ASSET MANAGEMENT LP	17.36K	Mar 31, 26	-11.52K	0.04%
JANE STREET GROUP, LLC	17.16K	Mar 31, 26	-52.16K	0.04%
Shulman DeMeo Asset Management LLC	16.05K	Mar 31, 26	-2.86K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	16.01K	Mar 31, 26	-4.42K	0.03%
Ameritas Advisory Services, LLC	14.88K	Mar 31, 26	+1.50K	0.03%
TWO SIGMA SECURITIES, LLC	13.93K	Mar 31, 26	+1.53K	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	13.60K	Mar 31, 26	+13.60K	0.03%
Tactive Advisors, LLC	13.49K	Mar 31, 26	-405	0.03%
Gridiron Partners, LLC	12.28K	Mar 31, 26	--	0.03%
DOLIVER ADVISORS, LP	12.25K	Mar 31, 26	--	0.03%
Concurrent Investment Advisors, LLC	12.05K	Mar 31, 26	--	0.03%
CAPTRUST FINANCIAL ADVISORS	11.95K	Mar 31, 26	+11.95K	0.03%
Mascoma Wealth Management LLC	11.90K	Mar 31, 26	--	0.03%
Dakota Wealth Management	11.80K	Mar 31, 26	-5.25K	0.02%
Janney Montgomery Scott LLC	11.10K	Mar 31, 26	--	0.02%
Virtu Financial LLC	10.72K	Mar 31, 26	+10.72K	0.02%
B. Riley Wealth Advisors, Inc.	10.29K	Mar 31, 26	+227	0.02%
OLD POINT TRUST & FINANCIAL SERVICES N A	8.00K	Mar 31, 26	--	0.02%
UBS Group AG	6.04K	Mar 31, 26	+190	0.01%
NBC SECURITIES, INC.	2.83K	Mar 31, 26	+14	0.01%
US BANCORP \DE\	2.24K	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	1.15K	Mar 31, 26	--	0.00%
Nemes Rush Group LLC	1.04K	Mar 31, 26	+1.04K	0.00%
Sound Income Strategies, LLC	945	Mar 31, 26	--	0.00%
CWM, LLC	794	Mar 31, 26	-6.79K	0.00%
HARBOUR INVESTMENTS, INC.	654	Mar 31, 26	+654	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	519	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	518	Mar 31, 26	+518	0.00%
Thomas J. Herzfeld Advisors, Inc.	457	Mar 31, 26	+10	0.00%
HIGHLINE WEALTH PARTNERS LLC	430	Mar 31, 26	+116	0.00%
Glen Eagle Advisors, LLC	406	Mar 31, 26	--	0.00%
Hilltop National Bank	280	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	222	Mar 31, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	215	Mar 31, 26	+215	0.00%
SJS Investment Consulting Inc.	154	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	145	Mar 31, 26	--	0.00%
Cedar Mountain Advisors, LLC	125	Mar 31, 26	--	0.00%
MTM Investment Management, LLC	124	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	78	Mar 31, 26	--	0.00%
Key FInancial Inc	71	Mar 31, 26	--	0.00%
CHELSEA COUNSEL CO	65	Mar 31, 26	--	0.00%
JNBA Financial Advisors	38	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	2	Mar 31, 26	+2	0.00%
MAI Capital Management	1	Mar 31, 26	--	0.00%
CITIGROUP INC	1	Mar 31, 26	--	0.00%
Mariner, LLC	--	Mar 31, 26	-13.96K	--
FMR LLC	--	Mar 31, 26	-1	--
Kilter Group LLC	--	Mar 31, 26	-1.97K	--
Westside Investment Management, Inc.	--	Mar 31, 26	-62	--
North Ground Capital	--	Mar 31, 26	-222.19K	--
Pasadena Private Wealth, LLC	--	Mar 31, 26	-12.30K	--
HRT FINANCIAL LP	--	Mar 31, 26	-10.03K	--
Shaker Financial Services, LLC	--	Mar 31, 26	-19.24K	--
Alpine Global Management, LLC	--	Mar 31, 26	-108.21K	--
OXFORD ASSET MANAGEMENT LLP	--	Mar 31, 26	-65.94K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-107.07K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-10.75K	--
BANK OF AMERICA CORP /DE/	245.24K	Dec 31, 25	-42.58K	0.52%
EXCEL SECURITIES & ASSOCIATES, INC.	113.50K	Dec 31, 25	+4.00K	0.24%
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-8.31K	--
RAYMOND JAMES & ASSOCIATES	138.54K	Sep 30, 24	+40.23K	0.29%
NORTHWEST INVESTMENT COUNSELORS, LLC	3.56K	Sep 30, 24	+3.56K	0.01%
Flow State Investments, L.P.	--	Sep 30, 24	-186.93K	--
Relative Value Partners Group, LLC	--	Jun 30, 24	-161.50K	--
Cetera Advisors LLC	191.35K	Mar 31, 24	+191.35K	0.40%
Cetera Advisor Networks LLC	53.58K	Mar 31, 24	-1.90K	0.11%
Eudaimonia Partners, LLC	42.00K	Mar 31, 24	+7.00K	0.09%
ASSET MANAGEMENT CORP /IL/ /ADV	33.58K	Mar 31, 23	+1.20K	0.07%
WIPFLI FINANCIAL ADVISORS LLC,	91	Sep 30, 22	+91	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	35.30K	Sep 30, 21	+12.40K	0.07%
Ameritas Investment Company, LLC	18.12K	Sep 30, 21	-1.51K	0.04%
Watson Rebecca	11.70K	Sep 30, 20	--	0.02%
Advisor Group, Inc.	54.01K	Dec 31, 19	+36.69K	0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.	11.68K	Dec 31, 19	-1.07K	0.02%
HL FINANCIAL SERVICES LLC	19.01K	Mar 31, 19	+19.01K	0.04%
XML SECURITIES, LLC	--	Mar 31, 18	-14.04K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-13.20K	--
MSI Financial Services Inc	14.74K	Dec 31, 16	-4.78K	0.03%
KANALY TRUST CO	468	Dec 31, 16	+468	0.00%

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Holder

Date

Change

% Held

LPL Financial LLC

1.40M

Mar 31, 26

-31.55K

2.96%

GUGGENHEIM CAPITAL LLC

1.27M

Mar 31, 26

+20.41K

2.67%

Saba Capital Management, L.P.

1.13M

Mar 31, 26

+1.13M

2.40%

Penserra Capital Management LLC

854.64K

Mar 31, 26

-68.04K

1.80%

STIFEL FINANCIAL CORP

687.60K

Mar 31, 26

+14.61K

1.45%

Karpus Management, Inc.

475.77K

Mar 31, 26

-201.46K

1.00%

CAPSTONE INVESTMENT ADVISORS, LLC

370.22K

Mar 31, 26

0.78%

Private Advisor Group, LLC

351.81K

Mar 31, 26

+14.24K

0.74%

MORGAN STANLEY

289.82K

Mar 31, 26

-405.70K

0.61%

ABSOLUTE INVESTMENT ADVISERS, LLC

279.49K

Mar 31, 26

-406.73K

0.59%

ENVESTNET ASSET MANAGEMENT INC

252.79K

Mar 31, 26

+8.26K

0.53%

PARK AVENUE SECURITIES LLC

222.06K

Mar 31, 26

+5.85K

0.47%

Sculptor Capital LP

217.65K

Mar 31, 26

0.46%

Yakira Capital Management, Inc.

215.84K

Mar 31, 26

-65.83K

0.46%

Advisors Asset Management, Inc.

187.69K

Mar 31, 26

+57.25K

0.40%

WOLVERINE ASSET MANAGEMENT LLC

181.06K

Mar 31, 26

+95.34K

0.38%

Quarry LP

180.33K

Mar 31, 26

-85.31K

0.38%

WELLS FARGO & COMPANY/MN

142.71K

Mar 31, 26

+3.77K

0.30%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

130.65K

Mar 31, 26

+62.26K

0.28%

STEPHENS INC /AR/

115.73K

Mar 31, 26

-145

0.24%

Invesco Ltd.

101.04K

Mar 31, 26

-23.85K

0.21%

RAYMOND JAMES FINANCIAL INC

86.70K

Mar 31, 26

-2.37K

0.18%

ADVISOR GROUP HOLDINGS, INC.

79.80K

Mar 31, 26

+8.38K

0.17%

CSS LLC/IL

79.39K

Mar 31, 26

0.17%

ROYAL BANK OF CANADA

59.95K

Mar 31, 26

+3.92K

0.13%

INTEGRATED CAPITAL MANAGEMENT, INC.

46.33K

Mar 31, 26

+2.85K

0.10%

Cetera Investment Advisers

45.66K

Mar 31, 26

+1.14K

0.10%

XTX Topco Ltd

42.16K

Mar 31, 26

+42.16K

0.09%

COMMONWEALTH EQUITY SERVICES, LLC

40.90K

Mar 31, 26

-1.13K

0.09%

Kestra Advisory Services, LLC

36.45K

Mar 31, 26

+8.31K

0.08%

Stratos Wealth Advisors, LLC

25.31K

Mar 31, 26

+559

0.05%

Beverly Hills Private Wealth, LLC

24.40K

Mar 31, 26

-2.54K

0.05%

Avise Financial Cooperative, Inc.

24.21K

Mar 31, 26

-2.65K

0.05%

HighTower Advisors, LLC

23.92K

Mar 31, 26

+13.58K

0.05%

CoreCap Advisors, LLC

23.72K

Mar 31, 26

+11.01K

0.05%

Cambridge Investment Research Advisors, Inc.

23.21K

Mar 31, 26

+2.49K

0.05%

Creative Planning

22.99K

Mar 31, 26

-1.22K

0.05%

WEDBUSH SECURITIES INC

21.17K

Mar 31, 26

+3.91K

0.04%

MML INVESTORS SERVICES, LLC

20.81K

Mar 31, 26

-4.52K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

19.26K

Mar 31, 26

+19.26K

0.04%

AlphaStar Capital Management, LLC

17.40K

Mar 31, 26

0.04%

READYSTATE ASSET MANAGEMENT LP

17.36K

Mar 31, 26

-11.52K

0.04%

JANE STREET GROUP, LLC

17.16K

Mar 31, 26

-52.16K

0.04%

Shulman DeMeo Asset Management LLC

16.05K

Mar 31, 26

-2.86K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

16.01K

Mar 31, 26

-4.42K

0.03%

Ameritas Advisory Services, LLC

14.88K

Mar 31, 26

+1.50K

0.03%

TWO SIGMA SECURITIES, LLC

13.93K

Mar 31, 26

+1.53K

0.03%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

13.60K

Mar 31, 26

+13.60K

0.03%

Tactive Advisors, LLC

13.49K

Mar 31, 26

-405

0.03%

Gridiron Partners, LLC

12.28K

Mar 31, 26

0.03%

DOLIVER ADVISORS, LP

12.25K

Mar 31, 26

0.03%

Concurrent Investment Advisors, LLC

12.05K

Mar 31, 26

0.03%

CAPTRUST FINANCIAL ADVISORS

11.95K

Mar 31, 26

+11.95K

0.03%

Mascoma Wealth Management LLC

11.90K

Mar 31, 26

0.03%

Dakota Wealth Management

11.80K

Mar 31, 26

-5.25K

0.02%

Janney Montgomery Scott LLC

11.10K

Mar 31, 26

0.02%

Virtu Financial LLC

10.72K

Mar 31, 26

+10.72K

0.02%

B. Riley Wealth Advisors, Inc.

10.29K

Mar 31, 26

+227

0.02%

OLD POINT TRUST & FINANCIAL SERVICES N A

8.00K

Mar 31, 26

0.02%

UBS Group AG

6.04K

Mar 31, 26

+190

0.01%

NBC SECURITIES, INC.

2.83K

Mar 31, 26

+14

0.01%

US BANCORP \DE\

2.24K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

1.15K

Mar 31, 26

0.00%

Nemes Rush Group LLC

1.04K

Mar 31, 26

+1.04K

0.00%

Sound Income Strategies, LLC

945

Mar 31, 26

0.00%

CWM, LLC

794

Mar 31, 26

-6.79K

0.00%

HARBOUR INVESTMENTS, INC.

654

Mar 31, 26

+654

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

519

Mar 31, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

518

Mar 31, 26

+518

0.00%

Thomas J. Herzfeld Advisors, Inc.

457

Mar 31, 26

+10

0.00%

HIGHLINE WEALTH PARTNERS LLC

430

Mar 31, 26

+116

0.00%

Glen Eagle Advisors, LLC

406

Mar 31, 26

0.00%

Hilltop National Bank

280

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

222

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

215

Mar 31, 26

+215

0.00%

SJS Investment Consulting Inc.

154

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

145

Mar 31, 26

0.00%

Cedar Mountain Advisors, LLC

125

Mar 31, 26

0.00%

MTM Investment Management, LLC

124

Mar 31, 26

0.00%

Ancora Advisors, LLC

Mar 31, 26

0.00%

Key FInancial Inc

Mar 31, 26

0.00%

CHELSEA COUNSEL CO

Mar 31, 26

0.00%

JNBA Financial Advisors

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

Mariner, LLC

Mar 31, 26

-13.96K

FMR LLC

Mar 31, 26

-1

Kilter Group LLC

Mar 31, 26

-1.97K

Westside Investment Management, Inc.

Mar 31, 26

-62

North Ground Capital

Mar 31, 26

-222.19K

Pasadena Private Wealth, LLC

Mar 31, 26

-12.30K

HRT FINANCIAL LP

Mar 31, 26

-10.03K

Shaker Financial Services, LLC

Mar 31, 26

-19.24K

Alpine Global Management, LLC

Mar 31, 26

-108.21K

OXFORD ASSET MANAGEMENT LLP

Mar 31, 26

-65.94K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-107.07K

CITADEL ADVISORS LLC

Mar 31, 26

-10.75K

BANK OF AMERICA CORP /DE/

245.24K

Dec 31, 25

-42.58K

0.52%

EXCEL SECURITIES & ASSOCIATES, INC.

113.50K

Dec 31, 25

+4.00K

0.24%

CIBC Private Wealth Group, LLC

Dec 31, 25

-8.31K

RAYMOND JAMES & ASSOCIATES

138.54K

Sep 30, 24

+40.23K

0.29%

NORTHWEST INVESTMENT COUNSELORS, LLC

3.56K

Sep 30, 24

+3.56K

0.01%

Flow State Investments, L.P.

Sep 30, 24

-186.93K

Relative Value Partners Group, LLC

Jun 30, 24

-161.50K

Cetera Advisors LLC

191.35K

Mar 31, 24

+191.35K

0.40%

Cetera Advisor Networks LLC

53.58K

Mar 31, 24

-1.90K

0.11%

Eudaimonia Partners, LLC

42.00K

Mar 31, 24

+7.00K

0.09%

ASSET MANAGEMENT CORP /IL/ /ADV

33.58K

Mar 31, 23

+1.20K

0.07%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+91

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

35.30K

Sep 30, 21

+12.40K

0.07%

Ameritas Investment Company, LLC

18.12K

Sep 30, 21

-1.51K

0.04%

Watson Rebecca

11.70K

Sep 30, 20

0.02%

Advisor Group, Inc.

54.01K

Dec 31, 19

+36.69K

0.11%

LADENBURG THALMANN FINANCIAL SERVICES INC.

11.68K

Dec 31, 19

-1.07K

0.02%

HL FINANCIAL SERVICES LLC

19.01K

Mar 31, 19

+19.01K

0.04%

XML SECURITIES, LLC

Mar 31, 18

-14.04K

NATIONAL PLANNING CORP

Dec 31, 17

-13.20K

MSI Financial Services Inc

14.74K

Dec 31, 16

-4.78K

0.03%

KANALY TRUST CO

468

Dec 31, 16

+468

0.00%