We are live on ! Find out more
ZTR

Virtus Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.8M +$3.07M +327,896 +19%
CF
2
Centaurus Financial
California
$10.9M +$567K +60,543 +6%
GC
3
Guggenheim Capital
Illinois
$4.43M +$732K +78,200 +21%
LPL Financial
4
LPL Financial
California
$3.81M +$27.8K +2,972 +0.8%
SPC
5
Sigma Planning Corp
Michigan
$1.1M -$265K -28,259 -20%
BI
6
Bulldog Investors
New Jersey
$727K +$697K +74,443 New
Bank of America
7
Bank of America
North Carolina
$554K +$262K +27,942 +97%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$539K +$45.9K +4,899 +10%
Stifel Financial
9
Stifel Financial
Missouri
$489K -$243K -25,988 -34%
SIA
10
Sit Investment Associates
Minnesota
$441K +$423K +45,173 New
UBS Group
11
UBS Group
Switzerland
$440K +$76.2K +8,144 +22%
Osaic Holdings
12
Osaic Holdings
Arizona
$396K -$66.5K -7,109 -15%
PAG
13
Private Advisor Group
New Jersey
$334K -$43.5K -4,647 -12%
AMC
14
Asset Management Corp
Illinois
$287K +$7.25K +775 +3%
SLWA
15
San Luis Wealth Advisors
California
$257K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$253K -$20.8K -2,225 -8%
SBIA
17
Sheaff Brock Investment Advisors
Indiana
$230K +$3.09K +330 +1%
AAS
18
Ameritas Advisory Services
Nebraska
$230K +$31.2K +3,330 +16%
Mariner
19
Mariner
Kansas
$212K +$203K +21,678 New
SDAM
20
Shulman DeMeo Asset Management
New York
$202K -$3.26K -348 -2%
HCM
21
Hollencrest Capital Management
California
$199K +$2.1K +224 +1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$197K +$2.57K +275 +1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$195K +$5.19K +554 +3%
EP
24
Eudaimonia Partners
Tennessee
$195K +$187K +20,000 New
CAN
25
Cetera Advisor Networks
California
$193K +$8.61K +920 +5%