Who Owns TOTAL RETURN SECURITIES FUND COM (SWZ)? -- Institutional Holders (2026-06-30)

1 institutions reported holding $254,719 of TOTAL RETURN SECURITIES FUND COM (SWZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Noble Wealth Management PBC ($254,719). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Noble Wealth Management PBC$254,71942,882Trimmed

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