Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Shares
-
Shares outstanding
-
61,915,074
-
Total 13F shares
-
374,129
-
Share change
-
-17,753
-
Total reported value
-
$2,356,848
-
Price per share
-
$6.30
-
Number of holders
-
14
-
Value change
-
-$111,996
-
Number of buys
-
4
-
Number of sells
-
7
Institutional Holders of Virtus Total Return Fund Inc. - Common Shares (ZTR) as of Q4 2025
As of 31 Dec 2025,
Virtus Total Return Fund Inc. - Common Shares (ZTR) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
374,129 shares.
The largest 10 holders included
PARK AVENUE SECURITIES LLC, INTEGRATED CAPITAL MANAGEMENT, INC., Stratos Wealth Advisors, LLC, Shulman DeMeo Asset Management LLC, Dakota Wealth Management, Tactive Advisors, LLC, CoreCap Advisors, LLC, Gridiron Partners, LLC, DOLIVER ADVISORS, LP, and Sound Income Strategies, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.