Comparable stake leader
MORGAN STANLEY
SEC ownership of Virtus Total Return Fund Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000836412.
Disclosed value leader
MORGAN STANLEY
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- ZTR on NYSE
- Parsed ownership sources
- 13D/G and 13F
- Largest SEC-reported holder
- MORGAN STANLEY
- Latest 13D/G holder
- MORGAN STANLEY
- Latest parsed ownership date
- 31 Mar 2026
- Issuer CIK
- 0000836412
- Issuer location
- Greenfield, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Virtus Total Return Fund Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
50/50
Latest evidence
31 Mar 2026
13D/G
13F
Lead comparable stake: 2.7%
13D/G row: MORGAN STANLEY
Showing 1-8 of 50 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 2.7%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Comparable ownership
Top 5
MORGAN STANLEY
2.7%
LPL Financial LLC
2.3%
GUGGENHEIM CAPITAL LLC
2%
Saba Capital Management, L.P.
1.8%
Penserra Capital Management LLC
1.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13D/G
13F
Company
|
2.7%
|
$9,980,091
1,671,707 shares
|
$0 | 31 Dec 2024 |
| LPL Financial LLC |
13F
Company
|
2.3%
|
$9,284,313
1,402,464 shares
|
— | 31 Mar 2026 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
2%
|
$8,384,276
1,266,507 shares
|
— | 31 Mar 2026 |
| Saba Capital Management, L.P. |
13F
Company
|
1.8%
|
$7,511,946
1,134,735 shares
|
— | 31 Mar 2026 |
| Penserra Capital Management LLC |
13F
Company
|
1.4%
|
$5,657,000
854,639 shares
|
— | 31 Mar 2026 |
| STIFEL FINANCIAL CORP |
13F
Company
|
1.1%
|
$4,551,925
687,599 shares
|
— | 31 Mar 2026 |
| Karpus Management, Inc. |
13F
Company
|
0.77%
|
$3,149,571
475,766 shares
|
— | 31 Mar 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC |
13F
Company
|
0.6%
|
$2,450,876
370,223 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 05 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-12 of 12 reporting-owner rows connected to Virtus Total Return Fund Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
John R. Mallin
Net 12M change
$0
Latest report
09 Jun 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| John R. Mallin | Director | $73,126 | Mixed | 21 Sep 2022 | ||
| Philip R. McLoughlin | Director | $58,337 | Mixed | 21 Sep 2022 | ||
| William Patrick Bradley III | EVP, CFO and Treasurer | $49,465 | Filing P/S | 20 May 2024 | ||
| Steven Glenn Wittwer | Portfolio Manager | $31,534 | Mixed | 18 Sep 2023 | ||
| Connie D. McDaniel | Director | $15,346 | Mixed | 25 Mar 2022 | ||
| Donald C. Burke | Director | $14,017 | Mixed | 21 Sep 2022 | ||
| Sarah E. Cogan | Director | $11,562 | Mixed | 13 Jan 2022 | ||
| F. Ford Drummond | Director | $7,841 | Mixed | 21 Sep 2022 | ||
| Geraldine M. Mcnamara | Director | $3,505 | Mixed | 21 Sep 2022 | ||
| VIRTUS INVESTMENT PARTNERS, INC. | Portfolio Manager (1) | $0 | Mixed | 09 Jun 2025 | ||
| Richard W. Smirl | Evp | Mixed | 19 May 2021 | |||
| Deborah A. DeCotis | Director | Mixed | 01 Jul 2021 |
Recent insider transactions for Virtus Total Return Fund Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Virtus Investment Partners, Inc. | ZTR | Common Stock | 0 | 0 | 09 Jun 2025 | Direct |
* marks a reported price that did not pass the local price check.