Virtus Total Return Fund Inc.(ZTR)

$6.76—

Chart

Virtus Total Return Fund Inc.(ZTR)

NYSE

$6.76—

Chart Studio

ZTR(ZTR)

ZTR

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 129 Institutional Holders

Holder	Shares	Date	Change	% Held
Saba Capital Management, L.P.	1.94M	Jun 30, 26	+801.76K	4.09%
LPL Financial LLC	1.62M	Jun 30, 26	+220.59K	3.43%
GUGGENHEIM CAPITAL LLC	1.28M	Jun 30, 26	+12.83K	2.70%
Penserra Capital Management LLC	888.55K	Jun 30, 26	+33.91K	1.88%
STIFEL FINANCIAL CORP	692.54K	Jun 30, 26	+4.94K	1.46%
CAPSTONE INVESTMENT ADVISORS, LLC	370.22K	Jun 30, 26	--	0.78%
MORGAN STANLEY	276.49K	Jun 30, 26	-13.33K	0.58%
BANK OF AMERICA CORP /DE/	257.08K	Jun 30, 26	+10.53K	0.54%
ENVESTNET ASSET MANAGEMENT INC	249.73K	Jun 30, 26	-3.06K	0.53%
EXCEL SECURITIES & ASSOCIATES, INC.	236.80K	Jun 30, 26	+10.00K	0.50%
PARK AVENUE SECURITIES LLC	222.14K	Jun 30, 26	+77	0.47%
Sculptor Capital LP	217.65K	Jun 30, 26	--	0.46%
Yakira Capital Management, Inc.	204.04K	Jun 30, 26	-11.80K	0.43%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	187.63K	Jun 30, 26	+56.98K	0.40%
Advisors Asset Management, Inc.	184.62K	Jun 30, 26	-3.07K	0.39%
Karpus Management, Inc.	183.21K	Jun 30, 26	-292.56K	0.39%
Cambridge Investment Research Advisors, Inc.	144.85K	Jun 30, 26	+121.63K	0.31%
WELLS FARGO & COMPANY/MN	141.33K	Jun 30, 26	-1.39K	0.30%
STEPHENS INC /AR/	115.80K	Jun 30, 26	+64	0.24%
J.W. COLE ADVISORS, INC.	99.83K	Jun 30, 26	+99.83K	0.21%
ADVISOR GROUP HOLDINGS, INC.	95.96K	Jun 30, 26	+16.15K	0.20%
Invesco Ltd.	92.25K	Jun 30, 26	-8.79K	0.19%
RAYMOND JAMES FINANCIAL INC	87.98K	Jun 30, 26	+1.28K	0.19%
Private Advisor Group, LLC	87.28K	Jun 30, 26	-264.54K	0.18%
CSS LLC/IL	79.39K	Jun 30, 26	--	0.17%
Pathstone Holdings, LLC	77.41K	Jun 30, 26	+77.41K	0.16%
ROYAL BANK OF CANADA	59.57K	Jun 30, 26	-383	0.13%
WOLVERINE ASSET MANAGEMENT LLC	53.62K	Jun 30, 26	-127.44K	0.11%
Cetera Investment Advisers	45.96K	Jun 30, 26	+308	0.10%
COMMONWEALTH EQUITY SERVICES, LLC	41.28K	Jun 30, 26	+374	0.09%
XTX Topco Ltd	41.04K	Jun 30, 26	-1.12K	0.09%
INTEGRATED CAPITAL MANAGEMENT, INC.	36.82K	Jun 30, 26	-9.51K	0.08%
Kestra Advisory Services, LLC	28.62K	Jun 30, 26	-7.83K	0.06%
CoreCap Advisors, LLC	26.37K	Jun 30, 26	+2.65K	0.06%
Ameritas Advisory Services, LLC	25.40K	Jun 30, 26	+10.52K	0.05%
Gladstone Institutional Advisory LLC	25.27K	Jun 30, 26	+25.27K	0.05%
MML INVESTORS SERVICES, LLC	23.77K	Jun 30, 26	+2.96K	0.05%
Beverly Hills Private Wealth, LLC	23.63K	Jun 30, 26	-775	0.05%
Avise Financial Cooperative, Inc.	23.46K	Jun 30, 26	-759	0.05%
Creative Planning	22.66K	Jun 30, 26	-327	0.05%
Concurrent Investment Advisors, LLC	22.34K	Jun 30, 26	+10.29K	0.05%
WEDBUSH SECURITIES INC	21.93K	Jun 30, 26	+756	0.05%
HighTower Advisors, LLC	20.02K	Jun 30, 26	-3.90K	0.04%
AlphaStar Capital Management, LLC	17.40K	Jun 30, 26	--	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.27K	Jun 30, 26	-1.99K	0.04%
StoneX Group Inc.	16.77K	Jun 30, 26	+16.77K	0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	16.58K	Jun 30, 26	+2.98K	0.03%
DECISION INVESTMENTS, INC	16.10K	Jun 30, 26	--	0.03%
HUNTINGTON NATIONAL BANK	15.00K	Jun 30, 26	+15.00K	0.03%
Shulman DeMeo Asset Management LLC	14.76K	Jun 30, 26	-1.30K	0.03%
Advisory Solutions Group, LLC	14.69K	Jun 30, 26	+14.69K	0.03%
Tactive Advisors, LLC	13.27K	Jun 30, 26	-225	0.03%
Gridiron Partners, LLC	12.28K	Jun 30, 26	--	0.03%
DOLIVER ADVISORS, LP	12.25K	Jun 30, 26	--	0.03%
CAPTRUST FINANCIAL ADVISORS	11.92K	Jun 30, 26	-25	0.03%
Mascoma Wealth Management LLC	11.90K	Jun 30, 26	--	0.03%
Dakota Wealth Management	11.36K	Jun 30, 26	-445	0.02%
B. Riley Wealth Advisors, Inc.	10.53K	Jun 30, 26	+236	0.02%
AE Wealth Management LLC	10.48K	Jun 30, 26	+10.48K	0.02%
BAYBAN	10.34K	Jun 30, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	8.03K	Jun 30, 26	-7.98K	0.02%
OLD POINT TRUST & FINANCIAL SERVICES N A	8.00K	Jun 30, 26	--	0.02%
UBS Group AG	5.43K	Jun 30, 26	-607	0.01%
IAG Wealth Partners, LLC	3.68K	Jun 30, 26	+3.68K	0.01%
United Financial Planning Group LLC	3.21K	Jun 30, 26	+3.21K	0.01%
MCGUIRE CAPITAL ADVISORS INC	3.06K	Jun 30, 26	+68	0.01%
NBC SECURITIES, INC.	2.85K	Jun 30, 26	+15	0.01%
Markowski Investments	2.50K	Jun 30, 26	+2.50K	0.01%
US BANCORP \DE\	2.24K	Jun 30, 26	--	0.00%
Nemes Rush Group LLC	1.42K	Jun 30, 26	+384	0.00%
DT Investment Partners, LLC	1.26K	Jun 30, 26	+1.26K	0.00%
Geneos Wealth Management Inc.	1.15K	Jun 30, 26	--	0.00%
Aventura Private Wealth, LLC	902	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	734	Jun 30, 26	+734	0.00%
HARBOUR INVESTMENTS, INC.	670	Jun 30, 26	+16	0.00%
MERCER GLOBAL ADVISORS INC /ADV	634	Jun 30, 26	+634	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	519	Jun 30, 26	--	0.00%
Thomas J. Herzfeld Advisors, Inc.	468	Jun 30, 26	+11	0.00%
HIGHLINE WEALTH PARTNERS LLC	430	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	406	Jun 30, 26	--	0.00%
Hilltop National Bank	280	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	222	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	154	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	145	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	124	Jun 30, 26	--	0.00%
MidFirst Bank	107	Jun 30, 26	+107	0.00%
INVESTMENT COUNSEL CO OF NEVADA	103	Jun 30, 26	+103	0.00%
FIRST HORIZON CORP	100	Jun 30, 26	+100	0.00%
Ancora Advisors, LLC	78	Jun 30, 26	--	0.00%
Key FInancial Inc	71	Jun 30, 26	--	0.00%
JNBA Financial Advisors	38	Jun 30, 26	--	0.00%
FMR LLC	2	Jun 30, 26	+2	0.00%
CITIGROUP INC	1	Jun 30, 26	--	0.00%
JANE STREET GROUP, LLC	--	Jun 30, 26	-17.16K	--
Quarry LP	--	Jun 30, 26	-180.33K	--
GILL CAPITAL PARTNERS, LLC	--	Jun 30, 26	-215	--
Sound Income Strategies, LLC	--	Jun 30, 26	-945	--
Virtu Financial LLC	--	Jun 30, 26	-10.72K	--
Stratos Wealth Advisors, LLC	--	Jun 30, 26	-25.31K	--
Janney Montgomery Scott LLC	--	Jun 30, 26	-11.10K	--
MAI Capital Management	--	Jun 30, 26	-1	--
JPMORGAN CHASE & CO	--	Jun 30, 26	-2	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-13.93K	--
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	--	Jun 30, 26	-518	--
ABSOLUTE INVESTMENT ADVISERS, LLC	--	Jun 30, 26	-279.49K	--
CHELSEA COUNSEL CO	--	Jun 30, 26	-65	--
Cedar Mountain Advisors, LLC	--	Jun 30, 26	-125	--
READYSTATE ASSET MANAGEMENT LP	--	Jun 30, 26	-17.36K	--
CWM, LLC	794	Mar 31, 26	-6.79K	0.00%
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%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Saba Capital Management, L.P.

1.94M

Jun 30, 26

+801.76K

4.09%

LPL Financial LLC

1.62M

Jun 30, 26

+220.59K

3.43%

GUGGENHEIM CAPITAL LLC

1.28M

Jun 30, 26

+12.83K

2.70%

Penserra Capital Management LLC

888.55K

Jun 30, 26

+33.91K

1.88%

STIFEL FINANCIAL CORP

692.54K

Jun 30, 26

+4.94K

1.46%

CAPSTONE INVESTMENT ADVISORS, LLC

370.22K

Jun 30, 26

0.78%

MORGAN STANLEY

276.49K

Jun 30, 26

-13.33K

0.58%

BANK OF AMERICA CORP /DE/

257.08K

Jun 30, 26

+10.53K

0.54%

ENVESTNET ASSET MANAGEMENT INC

249.73K

Jun 30, 26

-3.06K

0.53%

EXCEL SECURITIES & ASSOCIATES, INC.

236.80K

Jun 30, 26

+10.00K

0.50%

PARK AVENUE SECURITIES LLC

222.14K

Jun 30, 26

+77

0.47%

Sculptor Capital LP

217.65K

Jun 30, 26

0.46%

Yakira Capital Management, Inc.

204.04K

Jun 30, 26

-11.80K

0.43%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

187.63K

Jun 30, 26

+56.98K

0.40%

Advisors Asset Management, Inc.

184.62K

Jun 30, 26

-3.07K

0.39%

Karpus Management, Inc.

183.21K

Jun 30, 26

-292.56K

0.39%

Cambridge Investment Research Advisors, Inc.

144.85K

Jun 30, 26

+121.63K

0.31%

WELLS FARGO & COMPANY/MN

141.33K

Jun 30, 26

-1.39K

0.30%

STEPHENS INC /AR/

115.80K

Jun 30, 26

+64

0.24%

J.W. COLE ADVISORS, INC.

99.83K

Jun 30, 26

+99.83K

0.21%

ADVISOR GROUP HOLDINGS, INC.

95.96K

Jun 30, 26

+16.15K

0.20%

Invesco Ltd.

92.25K

Jun 30, 26

-8.79K

0.19%

RAYMOND JAMES FINANCIAL INC

87.98K

Jun 30, 26

+1.28K

0.19%

Private Advisor Group, LLC

87.28K

Jun 30, 26

-264.54K

0.18%

CSS LLC/IL

79.39K

Jun 30, 26

0.17%

Pathstone Holdings, LLC

77.41K

Jun 30, 26

+77.41K

0.16%

ROYAL BANK OF CANADA

59.57K

Jun 30, 26

-383

0.13%

WOLVERINE ASSET MANAGEMENT LLC

53.62K

Jun 30, 26

-127.44K

0.11%

Cetera Investment Advisers

45.96K

Jun 30, 26

+308

0.10%

COMMONWEALTH EQUITY SERVICES, LLC

41.28K

Jun 30, 26

+374

0.09%

XTX Topco Ltd

41.04K

Jun 30, 26

-1.12K

0.09%

INTEGRATED CAPITAL MANAGEMENT, INC.

36.82K

Jun 30, 26

-9.51K

0.08%

Kestra Advisory Services, LLC

28.62K

Jun 30, 26

-7.83K

0.06%

CoreCap Advisors, LLC

26.37K

Jun 30, 26

+2.65K

0.06%

Ameritas Advisory Services, LLC

25.40K

Jun 30, 26

+10.52K

0.05%

Gladstone Institutional Advisory LLC

25.27K

Jun 30, 26

+25.27K

0.05%

MML INVESTORS SERVICES, LLC

23.77K

Jun 30, 26

+2.96K

0.05%

Beverly Hills Private Wealth, LLC

23.63K

Jun 30, 26

-775

0.05%

Avise Financial Cooperative, Inc.

23.46K

Jun 30, 26

-759

0.05%

Creative Planning

22.66K

Jun 30, 26

-327

0.05%

Concurrent Investment Advisors, LLC

22.34K

Jun 30, 26

+10.29K

0.05%

WEDBUSH SECURITIES INC

21.93K

Jun 30, 26

+756

0.05%

HighTower Advisors, LLC

20.02K

Jun 30, 26

-3.90K

0.04%

AlphaStar Capital Management, LLC

17.40K

Jun 30, 26

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.27K

Jun 30, 26

-1.99K

0.04%

StoneX Group Inc.

16.77K

Jun 30, 26

+16.77K

0.04%

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

16.58K

Jun 30, 26

+2.98K

0.03%

DECISION INVESTMENTS, INC

16.10K

Jun 30, 26

0.03%

HUNTINGTON NATIONAL BANK

15.00K

Jun 30, 26

+15.00K

0.03%

Shulman DeMeo Asset Management LLC

14.76K

Jun 30, 26

-1.30K

0.03%

Advisory Solutions Group, LLC

14.69K

Jun 30, 26

+14.69K

0.03%

Tactive Advisors, LLC

13.27K

Jun 30, 26

-225

0.03%

Gridiron Partners, LLC

12.28K

Jun 30, 26

0.03%

DOLIVER ADVISORS, LP

12.25K

Jun 30, 26

0.03%

CAPTRUST FINANCIAL ADVISORS

11.92K

Jun 30, 26

-25

0.03%

Mascoma Wealth Management LLC

11.90K

Jun 30, 26

0.03%

Dakota Wealth Management

11.36K

Jun 30, 26

-445

0.02%

B. Riley Wealth Advisors, Inc.

10.53K

Jun 30, 26

+236

0.02%

AE Wealth Management LLC

10.48K

Jun 30, 26

+10.48K

0.02%

BAYBAN

10.34K

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

8.03K

Jun 30, 26

-7.98K

0.02%

OLD POINT TRUST & FINANCIAL SERVICES N A

8.00K

Jun 30, 26

0.02%

UBS Group AG

5.43K

Jun 30, 26

-607

0.01%

IAG Wealth Partners, LLC

3.68K

Jun 30, 26

+3.68K

0.01%

United Financial Planning Group LLC

3.21K

Jun 30, 26

+3.21K

0.01%

MCGUIRE CAPITAL ADVISORS INC

3.06K

Jun 30, 26

+68

0.01%

NBC SECURITIES, INC.

2.85K

Jun 30, 26

+15

0.01%

Markowski Investments

2.50K

Jun 30, 26

+2.50K

0.01%

US BANCORP \DE\

2.24K

Jun 30, 26

0.00%

Nemes Rush Group LLC

1.42K

Jun 30, 26

+384

0.00%

DT Investment Partners, LLC

1.26K

Jun 30, 26

+1.26K

0.00%

Geneos Wealth Management Inc.

1.15K

Jun 30, 26

0.00%

Aventura Private Wealth, LLC

902

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

734

Jun 30, 26

+734

0.00%

HARBOUR INVESTMENTS, INC.

670

Jun 30, 26

+16

0.00%

MERCER GLOBAL ADVISORS INC /ADV

634

Jun 30, 26

+634

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

519

Jun 30, 26

0.00%

Thomas J. Herzfeld Advisors, Inc.

468

Jun 30, 26

+11

0.00%

HIGHLINE WEALTH PARTNERS LLC

430

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

406

Jun 30, 26

0.00%

Hilltop National Bank

280

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

222

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

154

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

145

Jun 30, 26

0.00%

MTM Investment Management, LLC

124

Jun 30, 26

0.00%

MidFirst Bank

107

Jun 30, 26

+107

0.00%

INVESTMENT COUNSEL CO OF NEVADA

103

Jun 30, 26

+103

0.00%

FIRST HORIZON CORP

100

Jun 30, 26

+100

0.00%

Ancora Advisors, LLC

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

JNBA Financial Advisors

Jun 30, 26

0.00%

FMR LLC

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

JANE STREET GROUP, LLC

Jun 30, 26

-17.16K

Quarry LP

Jun 30, 26

-180.33K

GILL CAPITAL PARTNERS, LLC

Jun 30, 26

-215

Sound Income Strategies, LLC

Jun 30, 26

-945

Virtu Financial LLC

Jun 30, 26

-10.72K

Stratos Wealth Advisors, LLC

Jun 30, 26

-25.31K

Janney Montgomery Scott LLC

Jun 30, 26

-11.10K

MAI Capital Management

Jun 30, 26

-1

JPMORGAN CHASE & CO

Jun 30, 26

-2

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-13.93K

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

Jun 30, 26

-518

ABSOLUTE INVESTMENT ADVISERS, LLC

Jun 30, 26

-279.49K

CHELSEA COUNSEL CO

Jun 30, 26

-65

Cedar Mountain Advisors, LLC

Jun 30, 26

-125

READYSTATE ASSET MANAGEMENT LP

Jun 30, 26

-17.36K

CWM, LLC

794

Mar 31, 26

-6.79K

0.00%

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%