Who Owns VIRTUS (ZTR)? -- Institutional Holders (2026-06-30)

Name: VIRTUS (ZTR) Institutional Holders (2026-06-30)
Creator: ko.io

106 institutions reported holding $74.1M of VIRTUS (ZTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Saba Capital Management, L.P. ($13.2M), LPL Financial LLC ($11.1M), GUGGENHEIM CAPITAL LLC ($8.7M), Penserra Capital Management LLC ($6.1M), STIFEL FINANCIAL CORP ($4.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Saba Capital Management, L.P.	$13.2M	1.9M	Added
2	LPL Financial LLC	$11.1M	1.6M	Added
3	GUGGENHEIM CAPITAL LLC	$8.7M	1.3M	Added
4	Penserra Capital Management LLC	$6.1M	888,554	Added
5	STIFEL FINANCIAL CORP	$4.7M	692,536	Added
6	CAPSTONE INVESTMENT ADVISORS, LLC	$2.5M	370,223	Hold
7	MORGAN STANLEY	$1.9M	276,486	Trimmed
8	BANK OF AMERICA CORP /DE/	$1.8M	257,076	Added
9	ENVESTNET ASSET MANAGEMENT INC	$1.7M	249,729	Trimmed
10	ASHTON THOMAS SECURITIES, LLC	$1.6M	236,800	Added
11	PARK AVENUE SECURITIES LLC	$1.5M	222,136	Added
12	Sculptor Capital LP	$1.5M	217,653	Hold
13	Yakira Capital Management, Inc.	$1.4M	204,043	Trimmed
14	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$1.3M	187,630	Added
15	Advisors Asset Management, Inc.	$1.3M	184,618	Trimmed
16	Karpus Management, Inc.	$1.3M	183,208	Trimmed
17	Cambridge Investment Research Advisors, Inc.	$989,000	144,848	Added
18	WELLS FARGO & COMPANY/MN	$965,263	141,327	Trimmed
19	STEPHENS INC /AR/	$790,900	115,798	Added
20	J.W. COLE ADVISORS, INC.	$681,803	99,825	New
21	OSAIC HOLDINGS, INC.	$655,410	95,958	Added
22	Invesco Ltd.	$630,047	92,247	Trimmed
23	RAYMOND JAMES FINANCIAL INC	$600,918	87,982	Added
24	Private Advisor Group, LLC	$596,105	87,277	Trimmed
25	CSS LLC/IL	$542,213	79,387	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30