Who Owns SRH TOTAL RETURN FUND INC (STEW)? -- Institutional Holders (2026-06-30)
137 institutions reported holding $349.8M of SRH TOTAL RETURN FUND INC (STEW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Atlas Wealth LLC ($62.9M), MORGAN STANLEY ($37.1M), JP Wealth Management, Inc. ($28.2M), Bulldog Investors, LLP ($24.1M), 1607 Capital Partners, LLC ($16.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Atlas Wealth LLC | $62.9M | 3.5M | New |
| 2 | MORGAN STANLEY | $37.1M | 2.1M | Trimmed |
| 3 | JP Wealth Management, Inc. | $28.2M | 1.6M | Added |
| 4 | Bulldog Investors, LLP | $24.1M | 1.3M | Added |
| 5 | 1607 Capital Partners, LLC | $16.1M | 899,421 | Added |
| 6 | Pathstone Holdings, LLC | $16.0M | 891,906 | Trimmed |
| 7 | Allspring Global Investments Holdings, LLC | $15.3M | 853,372 | Added |
| 8 | CSS LLC/IL | $8.3M | 461,965 | Hold |
| 9 | LPL Financial LLC | $8.0M | 446,897 | Added |
| 10 | GatePass Capital, LLC | $7.9M | 443,600 | Added |
| 11 | B. Riley Wealth Advisors, Inc. | $7.2M | 405,048 | Added |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $6.7M | 373,762 | Added |
| 13 | Shaker Financial Services, LLC | $5.3M | 298,716 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $5.1M | 286,235 | Added |
| 15 | COHEN & STEERS, INC. | $4.6M | 256,158 | Trimmed |
| 16 | Quantedge Capital Pte Ltd | $4.4M | 245,103 | Trimmed |
| 17 | Matisse Capital | $4.0M | 226,000 | Added |
| 18 | FLAGSHIP HARBOR ADVISORS, LLC | $3.8M | 214,190 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $3.7M | 204,363 | Trimmed |
| 20 | RPO LLC | $3.2M | 178,990 | Hold |
| 21 | WOLVERINE ASSET MANAGEMENT LLC | $3.2M | 178,469 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $3.1M | 173,852 | Added |
| 23 | Winning Points Advisors, LLC | $3.1M | 172,065 | Trimmed |
| 24 | SRH ADVISORS, LLC | $3.0M | 164,822 | Trimmed |
| 25 | Kingdom Financial Group LLC. | $2.9M | 163,061 | Added |
Source: SEC Form 13F filings · as of 2026-06-30