Institutional Ownership
Virtus Total Return Fd Inc
CUSIP 92835W107COMZTRQ1 2026
Institutional Holders
92
13F filers
Shares Held
10.58M
Aggregate institutional
Institutional Value
$62.50M
Q1 2026
Net New Holders
+1
12 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased28
Decreased22
Sold out11
Institutional Holders
92 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 1.40M | $9.28M | −31.5K | Reduced |
| 2 | Guggenheim Capital LLC | 1.27M | $8.38M | +20.4K | Added |
| 3 | Saba Capital Management, L.P. | 1.13M | $7.51M | +1.13M | New |
| 4 | Stifel Financial Corp | 687.6K | $4.55M | +14.6K | Added |
| 5 | Karpus Management, Inc. | 475.8K | $3.15M | −201.5K | Reduced |
| 6 | Capstone Investment Advisors, LLC | 370.2K | $2.45M | 0 | Held |
| 7 | Private Advisor Group, LLC | 351.8K | $2.33M | +14.2K | Added |
| 8 | Morgan Stanley | 289.8K | $1.92M | −405.7K | Reduced |
| 9 | Absolute Investment Advisers, LLC | 279.5K | $1.85M | −406.7K | Reduced |
| 10 | Envestnet Asset Management Inc | 252.8K | $1.67M | +8.3K | Added |
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