Virtus Total Return Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/06/2026 | 1.40 M | $9.28 M | -2.20% | 2.52% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.27 M | $8.38 M | 1.64% | 2.28% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 1.13 M | $7.51 M | 100.00% | 2.04% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 854.64 K | $5.66 M | -7.37% | 1.54% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 687.60 K | $4.55 M | 2.17% | 1.24% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 475.77 K | $3.15 M | -29.75% | 0.86% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2026 | 370.22 K | $2.45 M | 0.00% | 0.67% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 351.81 K | $2.33 M | 4.22% | 0.63% |
| MORGAN STANLEY | 05/15/2026 | 289.82 K | $1.92 M | -58.33% | 0.52% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 279.49 K | $1.85 M | -59.27% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 252.79 K | $1.67 M | 3.38% | 0.46% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 246.55 K | $1.63 M | 0.54% | 0.44% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 05/18/2026 | 226.80 K | $1.50 M | 99.82% | 0.41% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 222.06 K | $1.47 M | 2.70% | 0.40% |
| SCULPTOR CAPITAL LP | 05/15/2026 | 217.65 K | $1.44 M | 0.00% | 0.39% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2026 | 215.84 K | $1.43 M | -23.37% | 0.39% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 187.69 K | $1.24 M | 43.89% | 0.34% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 181.06 K | $1.20 M | 111.23% | 0.33% |
| QUARRY LP | 05/15/2026 | 180.33 K | $1.19 M | -32.12% | 0.32% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 142.71 K | $944.77 K | 2.71% | 0.26% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 130.65 K | $864.89 K | 91.03% | 0.24% |
| STEPHENS INC /AR/ | 04/28/2026 | 115.73 K | $766.16 K | -0.13% | 0.21% |
| INVESCO LTD. | 05/12/2026 | 101.04 K | $668.89 K | -19.10% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 86.70 K | $573.98 K | -2.67% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 79.80 K | $528.31 K | 11.73% | 0.14% |
| CSS LLC/IL | 05/15/2026 | 79.39 K | $525.54 K | 0.00% | 0.14% |
| ROYAL BANK OF CANADA | 05/15/2026 | 59.95 K | $397.00 K | 7.00% | 0.11% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 05/07/2026 | 46.33 K | $306.70 K | 6.56% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 45.66 K | $302.23 K | 2.56% | 0.08% |
| XTX TOPCO LTD | 05/15/2026 | 42.16 K | $279.09 K | 100.00% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 40.90 K | $270.79 K | -2.69% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 36.45 K | $241.28 K | 29.53% | 0.07% |
| STRATOS WEALTH ADVISORS, LLC | 04/28/2026 | 25.31 K | $167.53 K | 2.26% | 0.05% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 05/04/2026 | 24.40 K | $161.55 K | -9.44% | 0.04% |
| AVISE FINANCIAL COOPERATIVE, INC. | 04/23/2026 | 24.22 K | $160.30 K | -9.86% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 23.92 K | $158.35 K | 131.38% | 0.04% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 23.72 K | $157.02 K | 86.69% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 23.22 K | $154.00 K | 12.01% | 0.04% |
| CREATIVE PLANNING | 05/12/2026 | 22.99 K | $152.21 K | -5.02% | 0.04% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 21.17 K | $140.00 K | 22.63% | 0.04% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 20.81 K | $137.74 K | -17.83% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 19.26 K | $127.51 K | 100.00% | 0.03% |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 04/15/2026 | 17.40 K | $115.20 K | 0.00% | 0.03% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 17.36 K | $114.91 K | -39.88% | 0.03% |
| JANE STREET GROUP, LLC | 05/12/2026 | 17.16 K | $113.57 K | -75.25% | 0.03% |
| 04/22/2026 | 16.10 K | $106.58 K | 0.00% | 0.03% | |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 04/09/2026 | 16.06 K | $106.28 K | -15.11% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 16.01 K | $105.97 K | -21.64% | 0.03% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 14.88 K | $98.52 K | 11.21% | 0.03% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 13.93 K | $92.20 K | 12.33% | 0.03% |
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Virtus Total Return Fund Inc. institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of Virtus Total Return Fund Inc.. The most heavily invested institutionals were:
LPL Financial LLC: 1.4 M
GUGGENHEIM CAPITAL LLC: 1.27 M
Saba Capital Management, L.P.: 1.13 M
Penserra Capital Management LLC: 854,639
STIFEL FINANCIAL CORP: 687,599
Karpus Management, Inc.: 475,766
19.05% of Virtus Total Return Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.18 M shares in the last 24 months. This purchase volume represents approximately $75.35 M in transactions.