Who Owns VIRTUS TOTAL RETURN FD INC COM (ZTR)? -- Institutional Holders (2026-06-30)

6 institutions reported holding $534,238 of VIRTUS TOTAL RETURN FD INC COM (ZTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: INTEGRATED CAPITAL MANAGEMENT, INC. ($251,459), CoreCap Advisors, LLC ($180,085), Shulman DeMeo Asset Management LLC ($100,782), Hilltop National Bank ($1,912), THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. ($0). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1INTEGRATED CAPITAL MANAGEMENT, INC.$251,45936,817Trimmed
2CoreCap Advisors, LLC$180,08526,367Added
3Shulman DeMeo Asset Management LLC$100,78214,756Trimmed
4Hilltop National Bank$1,912280Hold
5THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$00Exited
6Cedar Mountain Advisors, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30