Who Owns SRH TOTAL RETURN FUND INC (STEW)? -- Institutional Holders (2026-03-31)
135 institutions reported holding $265.8M of SRH TOTAL RETURN FUND INC (STEW) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($37.0M), JP Wealth Management, Inc. ($26.6M), Bulldog Investors, LLP ($22.0M), Pathstone Holdings, LLC ($15.6M), 1607 Capital Partners, LLC ($15.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $37.0M | 2.2M | Trimmed |
| 2 | JP Wealth Management, Inc. | $26.6M | 1.6M | Added |
| 3 | Bulldog Investors, LLP | $22.0M | 1.3M | Added |
| 4 | Pathstone Holdings, LLC | $15.6M | 910,227 | Trimmed |
| 5 | 1607 Capital Partners, LLC | $15.1M | 885,921 | Added |
| 6 | Allspring Global Investments Holdings, LLC | $12.3M | 721,643 | Added |
| 7 | CSS LLC/IL | $7.9M | 461,965 | Hold |
| 8 | GatePass Capital, LLC | $7.4M | 430,595 | Trimmed |
| 9 | LPL Financial LLC | $7.3M | 426,314 | Added |
| 10 | B. Riley Wealth Advisors, Inc. | $6.7M | 403,720 | Added |
| 11 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $6.0M | 350,678 | Added |
| 12 | COHEN & STEERS, INC. | $5.1M | 296,158 | Added |
| 13 | Shaker Financial Services, LLC | $4.9M | 286,488 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $4.8M | 278,867 | Added |
| 15 | Quantedge Capital Pte Ltd | $4.4M | 255,603 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $3.8M | 222,619 | Added |
| 17 | Matisse Capital | $3.7M | 216,000 | Added |
| 18 | FLAGSHIP HARBOR ADVISORS, LLC | $3.5M | 207,230 | Trimmed |
| 19 | SRH ADVISORS, LLC | $3.2M | 188,926 | Added |
| 20 | RPO LLC | $3.1M | 178,990 | Added |
| 21 | Royal Bank of Canada | $2.9M | 170,172 | Trimmed |
| 22 | EVOLVE PRIVATE WEALTH, LLC | $2.7M | 158,980 | Trimmed |
| 23 | Lloyd Advisory Services, LLC. | $2.6M | 154,836 | New |
| 24 | Kingdom Financial Group LLC. | $2.6M | 154,836 | Added |
| 25 | WELLS FARGO & COMPANY/MN | $2.6M | 151,751 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31