STEW — Srh Total Return Fund Inc Institutional Holders · Q3 2026
Who owns Srh Total Return Fund Inc (STEW)? 5 institutions reported holding $28.00M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: JP Wealth Management, Inc. ($27.3M), Post Resch Tallon Group Inc. ($250,197), Integrated Capital Management, Inc. ($225,933).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JP Wealth Management, Inc. | $27.3M | 1.6M | Trimmed |
| 2 | Post Resch Tallon Group Inc. | $250,197 | 14,404 | New |
| 3 | INTEGRATED CAPITAL MANAGEMENT, INC. | $225,933 | 13,007 | Trimmed |
| 4 | DECISION INVESTMENTS, INC | $202,204 | 11,641 | Hold |
| 5 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30