Latest imported 13F data
ZTR

VIRTUS TOTAL RETURN FD INC

Institutional Ownership · Q4 2025

Filing: Q4 2025

VIRTUS TOTAL RETURN FD INC (ZTR) is held by 88 institutional investors with combined holdings of $4.4B. Major holders include ABSOLUTE INVESTMENT ADVIS, LPL Financial LLC, GUGGENHEIM CAPITAL LLC.

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Institutional Holders
88
Total Value
$4.4B
Ownership %
22.6%

🏦 Top Institutional Holders

ABSOLUTE INVESTMENT ADVISERS, LLC
686.2K shares
$4.3B
1.45% ownership
LPL Financial LLC
1.4M shares
$9.0M
3.03% ownership
GUGGENHEIM CAPITAL LLC
1.2M shares
$7.9M
2.63% ownership
Penserra Capital Management LLC
922.7K shares
$5.8M
1.95% ownership
MORGAN STANLEY
695.5K shares
$4.4M
1.47% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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