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 | 02/11/2026 | 1.43 M | $9.03 M | 0.03% | 2.95% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.25 M | $7.85 M | 2.01% | 2.24% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 922.68 K | $5.81 M | 10.20% | 1.90% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 686.22 K | $4.31 M | -18.78% | 1.41% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 672.99 K | $4.24 M | -33.72% | 1.38% |
| MORGAN STANLEY | 02/13/2026 | 695.52 K | $4.38 M | -48.81% | 1.25% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 677.23 K | $4.27 M | -39.92% | 1.22% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 337.58 K | $2.13 M | 14.61% | 0.69% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 02/17/2026 | 370.22 K | $2.33 M | -37.25% | 0.67% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2026 | 281.67 K | $1.77 M | -58.74% | 0.58% |
| QUARRY LP | 02/13/2026 | 265.65 K | $1.67 M | -19.90% | 0.55% |
| NORTH GROUND CAPITAL | 02/12/2026 | 222.19 K | $1.40 M | -81.44% | 0.46% |
| SCULPTOR CAPITAL LP | 02/13/2026 | 217.65 K | $1.37 M | -37.25% | 0.45% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 216.21 K | $1.36 M | -1.06% | 0.44% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 245.24 K | $1.55 M | -14.79% | 0.44% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 244.53 K | $1.54 M | -1.17% | 0.44% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 130.44 K | $821.80 K | 100.00% | 0.27% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 138.95 K | $875.38 K | 0.40% | 0.25% |
| STEPHENS INC /AR/ | 02/05/2026 | 115.88 K | $730.04 K | -26.95% | 0.24% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 113.50 K | $715.05 K | 3.65% | 0.23% |
| INVESCO LTD. | 02/19/2026 | 124.89 K | $786.83 K | -9.74% | 0.22% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 108.21 K | $681.73 K | -82.82% | 0.22% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 107.07 K | $668.29 K | -3.86% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 89.08 K | $561.19 K | -29.11% | 0.18% |
| CSS LLC/IL | 02/17/2026 | 79.39 K | $500.14 K | -68.49% | 0.16% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 85.72 K | $540.02 K | -67.18% | 0.15% |
| JANE STREET GROUP, LLC | 02/12/2026 | 69.31 K | $436.67 K | 130.56% | 0.14% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 68.39 K | $430.86 K | -25.88% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 71.43 K | $450.01 K | 6.93% | 0.13% |
| OXFORD ASSET MANAGEMENT LLP | 02/17/2026 | 65.95 K | $415.45 K | 100.00% | 0.12% |
| ROYAL BANK OF CANADA | 02/17/2026 | 56.03 K | $353.00 K | 11.14% | 0.10% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 01/08/2026 | 43.48 K | $273.90 K | 9.26% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 44.51 K | $280.44 K | -4.72% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 42.03 K | $264.82 K | -14.48% | 0.08% |
| AVISE FINANCIAL COOPERATIVE, INC. | 02/11/2026 | 26.86 K | $169.24 K | 100.00% | 0.06% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 25.32 K | $159.54 K | 9.52% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 28.87 K | $181.90 K | 7.99% | 0.05% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 24.75 K | $155.91 K | 2.35% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 28.14 K | $177.27 K | 1.88% | 0.05% |
| CREATIVE PLANNING | 02/17/2026 | 24.21 K | $152.51 K | 100.00% | 0.05% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 02/17/2026 | 26.95 K | $169.77 K | -67.71% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 20.73 K | $131.00 K | 0.01% | 0.04% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 19.24 K | $121.22 K | -72.68% | 0.04% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 01/14/2026 | 18.91 K | $119.15 K | -0.47% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 20.43 K | $128.69 K | -33.76% | 0.04% |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 02/02/2026 | 17.40 K | $109.63 K | 0.00% | 0.04% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 17.27 K | $109.00 K | -3.60% | 0.04% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 17.05 K | $107.43 K | -39.83% | 0.04% |
| 02/17/2026 | 16.10 K | $101.43 K | 100.00% | 0.03% | |
| MARINER, LLC | 02/13/2026 | 13.96 K | $87.92 K | -7.44% | 0.03% |
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Virtus Total Return Fund Inc. institutional Ownership - FAQ's
During the previous two years, 116 institutional investors and hedge funds held shares of Virtus Total Return Fund Inc.. The most heavily invested institutionals were:
LPL Financial LLC: 1.43 M
GUGGENHEIM CAPITAL LLC: 1.25 M
Penserra Capital Management LLC: 922,683
MORGAN STANLEY: 695,521
ABSOLUTE INVESTMENT ADVISERS, LLC: 686,219
Karpus Management, Inc.: 677,225
22.31% of Virtus Total Return Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.45 M shares in the last 24 months. This purchase volume represents approximately $80.93 M in transactions.