Institutional Ownership
Virtus Total Return Fd Inc
CUSIP 92835W107COMZTRQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
8.5%
Max % of class reported
Institutional Holders
92
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Feb 5, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 5, 2025 | Morgan Stanley | 13G/A | 2.7% | 1.67M | SEC |
| 2 | Nov 8, 2024 | Morgan Stanley | 13G | 5.6% | 3.44M | SEC |
| 3 | Aug 14, 2024 | Sit Investment Associates Inc | 13G/A | 3.6% | 2.21M | SEC |
| 4 | Feb 9, 2024 | Sit Investment Associates Inc | 13G/A | 5.9% | 4.02M | SEC |
| 5 | Feb 14, 2023 | Rivernorth Capital Management, LLC | 13G | 8.5% | 4.10M | SEC |
| 6 | Feb 14, 2023 | Sit Investment Associates Inc | 13G | 8.0% | 5.50M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 1.40M | $9.28M |
| 2 | Guggenheim Capital LLC | 1.27M | $8.38M |
| 3 | Saba Capital Management, L.P. | 1.13M | $7.51M |
| 4 | Stifel Financial Corp | 687.6K | $4.55M |
| 5 | Karpus Management, Inc. | 475.8K | $3.15M |
| 6 | Capstone Investment Advisors, LLC | 370.2K | $2.45M |
| 7 | Private Advisor Group, LLC | 351.8K | $2.33M |
| 8 | Morgan Stanley | 289.8K | $1.92M |
| 9 | Absolute Investment Advisers, LLC | 279.5K | $1.85M |
| 10 | Envestnet Asset Management Inc | 252.8K | $1.67M |