Virtus Total Return Fund Inc
$6.84-0.1%
+$5.6M
Net Activity
+0.83% total shares
Institutions Holding
92
Popularity Rank
#4795
Avg Weight
0.02%
Total Value
$72.7M
92 institutions currently hold ZTR, with 43 net buyers and 37 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
37
Net Buying Institutions
43
Top 5 by Value
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Across its top 20 institutional holders, ZTR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 35/100).
ZTR ranks #4795 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
92 institutions disclose a position in ZTR, but none treat it as a major bet — even Yakira Capital Management, Inc., its most concentrated holder, allocates just 0.4% of its own portfolio to it.
LPL Financial LLC has added to its ZTR position for two straight quarters, increasing it by $2.1M to reach $11.1M today.
Karpus Management, Inc. has trimmed its ZTR position for two straight quarters, cutting it by $3.0M while still holding $1.3M.
ZTR is down 0.1% today, but institutions show net buying of $5.6M this quarter — a divergence between today's price move and the underlying institutional flow.
+$11.4M
Total Buy Value
$8.8M
Total Sell Value
43
Net Buyers
37
Net Sellers
ZTR
Q2 2026
Top 5 Institutional Movers
+$5.7M
-$1.9M
-$1.9M
+$1.8M
-$1.7M
ZTR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
92835W107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,584
Total reported value
$528.9B
Held by 4584 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,420
Total reported value
$354.5B
Held by 4420 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,324
Total reported value
$864.3B
Held by 4324 institutions — one of the most-tracked stocks on AlphaSMO
Access ZTR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/ZTRCLI
npx alphasmo stocks get ZTR