We are live on ! Find out more
ZTR

Virtus Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$576K +$357K +70,001 +203%
WAM
27
Wolverine Asset Management
Illinois
$544K +$137K +26,886 +37%
Nomura Holdings
28
Nomura Holdings
Japan
$522K +$102K +20,076 +27%
WAM
29
Weiss Asset Management
Massachusetts
$476K +$440K +86,464 New
SFS
30
Shaker Financial Services
Virginia
$390K -$673K -132,033 -65%
RJA
31
Raymond James & Associates
Florida
$328K -$153K -30,123 -34%
SWM
32
SeaCrest Wealth Management
New York
$306K -$26.5K -5,204 -9%
CAN
33
Cetera Advisor Networks
California
$306K -$4.69K -920 -2%
SI
34
Stephens Inc
Arkansas
$287K +$157K +30,830 +144%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$275K +$75.7K +14,865 +42%
SOA
36
Sea Otter Advisors
Florida
$272K +$252K +49,426 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$268K +$127K +24,937 +105%
SWA
38
Stratos Wealth Advisors
Ohio
$216K +$143 +28 +0.1%
DWM
39
Dakota Wealth Management
Florida
$216K +$200K +39,195 New
SPC
40
Sigma Planning Corp
Michigan
$208K -$334K -65,504 -63%
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$202K +$11K +2,154 +6%
EP
42
Eudaimonia Partners
Tennessee
$193K
BRWA
43
B. Riley Wealth Advisors
Florida
$189K +$15.3K +3,011 +10%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$180K +$166K +32,673 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$179K -$151K -29,653 -48%
Osaic Holdings
46
Osaic Holdings
Arizona
$174K -$64.1K -12,576 -28%
UBS Group
47
UBS Group
Switzerland
$165K -$24.7K -4,841 -14%
GP
48
Gridiron Partners
Pennsylvania
$156K +$144K +28,300 New
SDAM
49
Shulman DeMeo Asset Management
New York
$110K -$642 -126 -0.6%
AWA
50
Arete Wealth Advisors
Illinois
$109K +$101K +19,776 New