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

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.

RankInstitutionValueSharesChange
1Saba Capital Management, L.P.$13.2M1.9MAdded
2LPL Financial LLC$11.1M1.6MAdded
3GUGGENHEIM CAPITAL LLC$8.7M1.3MAdded
4Penserra Capital Management LLC$6.1M888,554Added
5STIFEL FINANCIAL CORP$4.7M692,536Added
6CAPSTONE INVESTMENT ADVISORS, LLC$2.5M370,223Hold
7MORGAN STANLEY$1.9M276,486Trimmed
8BANK OF AMERICA CORP /DE/$1.8M257,076Added
9ENVESTNET ASSET MANAGEMENT INC$1.7M249,729Trimmed
10ASHTON THOMAS SECURITIES, LLC$1.6M236,800Added
11PARK AVENUE SECURITIES LLC$1.5M222,136Added
12Sculptor Capital LP$1.5M217,653Hold
13Yakira Capital Management, Inc.$1.4M204,043Trimmed
14BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1.3M187,630Added
15Advisors Asset Management, Inc.$1.3M184,618Trimmed
16Karpus Management, Inc.$1.3M183,208Trimmed
17Cambridge Investment Research Advisors, Inc.$989,000144,848Added
18WELLS FARGO & COMPANY/MN$965,263141,327Trimmed
19STEPHENS INC /AR/$790,900115,798Added
20J.W. COLE ADVISORS, INC.$681,80399,825New
21OSAIC HOLDINGS, INC.$655,41095,958Added
22Invesco Ltd.$630,04792,247Trimmed
23RAYMOND JAMES FINANCIAL INC$600,91887,982Added
24Private Advisor Group, LLC$596,10587,277Trimmed
25CSS LLC/IL$542,21379,387Hold

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