Virtus Total Return Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 1.94 M | $13.23 M | 70.66% | 3.87% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.62 M | $11.09 M | 15.73% | 3.25% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.28 M | $8.74 M | 1.01% | 2.56% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 888.55 K | $6.07 M | 3.97% | 1.78% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 692.54 K | $4.73 M | 0.72% | 1.39% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 370.22 K | $2.53 M | 0.00% | 0.74% |
| MORGAN STANLEY | 08/13/2026 | 276.49 K | $1.89 M | -4.60% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 257.08 K | $1.76 M | 4.27% | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 249.73 K | $1.71 M | -1.21% | 0.50% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 07/27/2026 | 236.80 K | $1.62 M | 4.41% | 0.47% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 222.14 K | $1.52 M | 0.03% | 0.44% |
| SCULPTOR CAPITAL LP | 08/14/2026 | 217.65 K | $1.49 M | 0.00% | 0.44% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 08/13/2026 | 204.04 K | $1.39 M | -5.47% | 0.41% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 187.63 K | $1.28 M | 43.61% | 0.38% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 184.62 K | $1.26 M | -1.64% | 0.37% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 183.21 K | $1.25 M | -61.49% | 0.37% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 144.85 K | $989.00 K | 523.94% | 0.29% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 141.33 K | $965.26 K | -0.97% | 0.28% |
| STEPHENS INC /AR/ | 07/29/2026 | 115.80 K | $790.90 K | 0.06% | 0.23% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 99.83 K | $681.80 K | 100.00% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 95.96 K | $655.41 K | 20.24% | 0.19% |
| INVESCO LTD. | 08/14/2026 | 92.25 K | $630.05 K | -8.70% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 87.98 K | $600.92 K | 1.47% | 0.18% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 87.28 K | $596.11 K | -75.19% | 0.17% |
| CSS LLC/IL | 08/14/2026 | 79.39 K | $542.21 K | 0.00% | 0.16% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 77.41 K | $528.73 K | 100.00% | 0.15% |
| ROYAL BANK OF CANADA | 08/14/2026 | 59.57 K | $407.00 K | -0.64% | 0.12% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 53.62 K | $366.20 K | -70.39% | 0.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 45.96 K | $313.93 K | 0.67% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 41.28 K | $281.93 K | 0.91% | 0.08% |
| XTX TOPCO LTD | 08/14/2026 | 41.04 K | $280.28 K | -2.66% | 0.08% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 07/07/2026 | 36.82 K | $251.46 K | -20.53% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 28.62 K | $195.48 K | -21.48% | 0.06% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 26.37 K | $180.09 K | 11.16% | 0.05% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 25.40 K | $173.50 K | 70.70% | 0.05% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 07/27/2026 | 25.27 K | $172.60 K | 100.00% | 0.05% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 23.77 K | $162.36 K | 14.25% | 0.05% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 08/07/2026 | 23.63 K | $161.38 K | -3.18% | 0.05% |
| AVISE FINANCIAL COOPERATIVE, INC. | 08/06/2026 | 23.46 K | $160.20 K | -3.13% | 0.05% |
| CREATIVE PLANNING | 08/13/2026 | 22.67 K | $154.80 K | -1.42% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 22.34 K | $152.59 K | 85.40% | 0.04% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 21.93 K | $150.00 K | 3.57% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 20.02 K | $136.76 K | -16.29% | 0.04% |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 07/30/2026 | 17.40 K | $118.86 K | 0.00% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 17.27 K | $117.97 K | -10.33% | 0.03% |
| STONEX GROUP INC. | 08/12/2026 | 16.77 K | $113.40 K | 100.00% | 0.03% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 07/09/2026 | 16.58 K | $113.23 K | 21.93% | 0.03% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 16.10 K | $109.96 K | 0.00% | 0.03% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 15.00 K | $102.45 K | 100.00% | 0.03% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 07/08/2026 | 14.76 K | $100.78 K | -8.09% | 0.03% |
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Virtus Total Return Fund Inc. institutional Ownership - FAQ's
During the previous two years, 129 institutional investors and hedge funds held shares of Virtus Total Return Fund Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 1.94 M
LPL Financial LLC: 1.62 M
GUGGENHEIM CAPITAL LLC: 1.28 M
Penserra Capital Management LLC: 888,554
STIFEL FINANCIAL CORP: 692,536
CAPSTONE INVESTMENT ADVISORS, LLC: 370,223
21.71% of Virtus Total Return Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.48 M shares in the last 24 months. This purchase volume represents approximately $77.40 M in transactions.