Who Owns ZTR?

Virtus Total Return Fund Inc. — Institutional Ownership & 13F Holdings

$6.83

+0.03 (+0.37%)

Market Cap

$330.6M

Shares Outstanding

47,375,600

Institutional Holders

87

Total Inst. Value

$78.9M

% of Float Held

QoQ Holder Change

+34

Institutional data as of Q1 2025

New Positions

20

Closed Positions

13

Increased

16

Decreased

35

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1ABSOLUTE INVESTMENT ADVISERS, LLC$8.8M1,477,554
2MORGAN STANLEY$8.8M1,474,581
3Karpus Management, Inc.$6.9M1,158,709
4GUGGENHEIM CAPITAL LLC$6.4M1,067,728
5STIFEL FINANCIAL CORP$5.2M864,322
6Penserra Capital Management LLC$4.6M771,404
7Tabor Asset Management, LPNew$4.1M679,184
8Yakira Capital Management, Inc.$4.1M679,184
9Quarry LP$3.7M618,824
10MANGROVE PARTNERS IM, LLC$3.3M548,985

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold ZTR?

As of Q1 2025, 87 institutional investors report holding ZTR (Virtus Total Return Fund Inc.) in their 13F filings.

Which hedge fund owns the most ZTR?

The largest institutional holder of ZTR is ABSOLUTE INVESTMENT ADVISERS, LLC with $8.8M in shares.

Are institutions buying or selling ZTR?

This quarter, 20 institutions opened new positions in ZTR and 13 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.