SRH TOTAL RETURN FUND, INC.STEW— Latest position per institution from SEC 13F filings
15
Institutional holders
15.13M
Total shares held
243.36M
Estimated value
756.63K
Avg. position size
ATLAS WEALTH LLC
CIK 1964106
Shares
3.44M
Value
50.02M
Filed
Jun 30, 2024
MORGAN STANLEY
CIK 895421
Shares
2.17M
Value
37.05M
Filed
Mar 31, 2026
JP WEALTH MANAGEMENT, INC.
CIK 1967622
Shares
1.56M
Value
26.60M
Filed
Mar 31, 2026
BULLDOG INVESTORS, LLP
CIK 1504304
Shares
1.29M
Value
22.02M
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
910.23K
Value
15.56M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
885.92K
Value
15.15M
Filed
Mar 31, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
721.64K
Value
12.34M
Filed
Mar 31, 2026
CSS LLC/IL
CIK 1103646
Shares
461.96K
Value
7.90M
Filed
Mar 31, 2026
GATEPASS CAPITAL, LLC
CIK 2087399
Shares
430.60K
Value
7.36M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
426.31K
Value
7.29M
Filed
Mar 31, 2026
B. RILEY WEALTH ADVISORS, INC.
CIK 1464811
Shares
403.72K
Value
6.75M
Filed
Mar 31, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
350.68K
Value
6M
Filed
Mar 31, 2026
ADVISOR PARTNERS II, LLC
CIK 1954015
Shares
326.01K
Value
4.23M
Filed
Sep 30, 2023
COHEN & STEERS, INC.
CIK 1284812
Shares
296.16K
Value
5.06K
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
286.49K
Value
4.90M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
278.87K
Value
4.77M
Filed
Mar 31, 2026
QUANTEDGE CAPITAL PTE LTD
CIK 1561418
Shares
255.60K
Value
4.37M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
222.62K
Value
3.81M
Filed
Mar 31, 2026
MATISSE CAPITAL
CIK 1668256
Shares
216K
Value
3.69M
Filed
Mar 31, 2026
FLAGSHIP HARBOR ADVISORS, LLC
CIK 1691766
Shares
207.23K
Value
3.54M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ATLAS WEALTH LLC | 1964106 | 3.44M | 50.02M | Jun 30, 2024 |
| 2 | MORGAN STANLEY | 895421 | 2.17M | 37.05M | Mar 31, 2026 |
| 3 | JP WEALTH MANAGEMENT, INC. | 1967622 | 1.56M | 26.60M | Mar 31, 2026 |
| 4 | BULLDOG INVESTORS, LLP | 1504304 | 1.29M | 22.02M | Mar 31, 2026 |
| 5 | PATHSTONE HOLDINGS, LLC | 2011612 | 910.23K | 15.56M | Mar 31, 2026 |
| 6 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 885.92K | 15.15M | Mar 31, 2026 |
| 7 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 721.64K | 12.34M | Mar 31, 2026 |
| 8 | CSS LLC/IL | 1103646 | 461.96K | 7.90M | Mar 31, 2026 |
| 9 | GATEPASS CAPITAL, LLC | 2087399 | 430.60K | 7.36M | Mar 31, 2026 |
| 10 | LPL FINANCIAL LLC | 1403438 | 426.31K | 7.29M | Mar 31, 2026 |
| 11 | B. RILEY WEALTH ADVISORS, INC. | 1464811 | 403.72K | 6.75M | Mar 31, 2026 |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 350.68K | 6M | Mar 31, 2026 |
| 13 | ADVISOR PARTNERS II, LLC | 1954015 | 326.01K | 4.23M | Sep 30, 2023 |
| 14 | COHEN & STEERS, INC. | 1284812 | 296.16K | 5.06K | Mar 31, 2026 |
| 15 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 286.49K | 4.90M | Mar 31, 2026 |
| 16 | BANK OF AMERICA CORP /DE/ | 70858 | 278.87K | 4.77M | Mar 31, 2026 |
| 17 | QUANTEDGE CAPITAL PTE LTD | 1561418 | 255.60K | 4.37M | Mar 31, 2026 |
| 18 | RAYMOND JAMES FINANCIAL INC | 720005 | 222.62K | 3.81M | Mar 31, 2026 |
| 19 | MATISSE CAPITAL | 1668256 | 216K | 3.69M | Mar 31, 2026 |
| 20 | FLAGSHIP HARBOR ADVISORS, LLC | 1691766 | 207.23K | 3.54M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.