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STEW

STEW

SRH Total Return Fund, Inc.Financial Services

Institutional holders
86
As of Q2 2026
Total 13F value
$352.5M
Sum of disclosed positions
New positions
9
This quarter
Sold positions
7
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
Atlas Wealth LLC

Atlas Wealth Llc

$62.9M3.51M8.96%New Position
1607 Capital Partners, LLC

1607 Capital Partners, Llc

$48.3M2.70M1.40%+1.5%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Thurston, Springer, Miller, Herd & Titak, Inc.

$43.9M2.5K0.01%+4.3%
MORGAN STANLEY

Morgan Stanley

$37.1M2.07M0.00%-4.3%
Bulldog Investors, LLP

Bulldog Investors, Llp

$24.1M1.35M5.30%+4.7%
Pathstone Holdings, LLC

Pathstone Holdings, Llc

$16M891.9K0.05%-2.0%
Allspring Global Investments Holdings, LLC

Allspring Global Investments Holdings, Llc

$15.3M853.4K0.02%+18.3%
CSS LLC/IL

Css Llc/Il

$8.3M462.0K0.32%Unchanged
LPL Financial LLC

Lpl Financial Llc

$8M446.9K0.00%+4.8%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Blue Bell Private Wealth Management, Llc

$6.7M373.8K0.83%+6.6%
BANK OF AMERICA CORP /DE/

Bank Of America

$5.1M286.2K0.00%+2.6%
COHEN & STEERS, INC.

Cohen & Steers, Inc.

$4.6M256.2K0.01%-13.5%
Quantedge Capital Pte Ltd

Quantedge Capital Pte Ltd

$4.4M245.1K3.33%-4.1%
Matisse Capital

Matisse Capital

$4M226.0K1.07%+4.6%
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$3.7M204.4K0.00%-8.2%
RPO LLC

Rpo Llc

$3.2M179.0K10.54%Unchanged
WOLVERINE ASSET MANAGEMENT LLC

Wolverine Asset Management Llc

$3.2M178.5K0.03%+90.8%
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$3.1M173.9K0.00%+14.6%
Winning Points Advisors, LLC

Winning Points Advisors, Llc

$3.1M172.1K4.06%-5.9%
Kingdom Financial Group LLC.

Kingdom Financial Group Llc.

$2.9M163.1K0.75%+5.3%
PRINCIPAL SECURITIES, INC.

Principal Securities, Inc.

$2.8M156.6K0.03%+17.6%
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

$2.8M155.6K0.00%+8951.7%
EVOLVE PRIVATE WEALTH, LLC

Evolve Private Wealth, Llc

$2.6M146.4K0.16%-7.9%
Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc.

$2.4M135.9K0.01%
Almitas Capital LLC

Almitas Capital Llc

$2.4M133.8K0.57%+14.6%
ROYAL BANK OF CANADA

Royal Bank Of Canada

$2.3M128.5K0.00%-24.5%
CAPSTONE INVESTMENT ADVISORS, LLC

Capstone Investment Advisors, Llc

$2M111.8K0.00%Unchanged
HighTower Advisors, LLC

Hightower Advisors, Llc

$1.9M103.6K0.00%-3.3%
SouthState Bank Corp

Southstate Corp

$1.8M100.0K0.07%Unchanged
&PARTNERS

Wiley Bros.-Aintree Capital, Llc

$1.4M78.1K0.01%-0.2%
UBS Group AG

Ubs Group Ag

$1.4M76.2K0.00%-3.4%
NewEdge Advisors, LLC

Newedge Advisors, Llc

$1.4M75.7K0.00%New Position
MML INVESTORS SERVICES, LLC

Mml Investors Services, Llc

$1.3M70.8K0.00%+0.7%
BOOTHBAY FUND MANAGEMENT, LLC

Boothbay Fund Management, Llc

$1.2M66.3K0.02%Unchanged
Advisory Advocates, LLC

Advisory Advocates, Llc

$1.1M61.9K0.95%+6.9%
Beverly Hills Private Wealth, LLC

Beverly Hills Private Wealth, Llc

$1.1M59.4K0.17%+16.8%
Peak Asset Management, LLC

Peak Asset Management, Llc

$918K51.3K0.14%New Position
MONETARY MANAGEMENT GROUP INC

Monetary Management Group Inc

$911K50.9K0.19%+71.4%
DCF Advisers, LLC

Dcf Advisers, Llc

$895K50.0K0.16%Unchanged
Advisors Asset Management, Inc.

Advisors Asset Management, Inc.

$842K47.0K0.01%+78.5%
WealthTrust Axiom LLC

Wealthtrust Axiom Llc

$838K46.8K0.19%-4.6%
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$689K38.5K0.00%-4.5%
FLPUTNAM INVESTMENT MANAGEMENT CO

Flputnam Investment Management Co

$674K37.7K0.01%Unchanged
STIFEL FINANCIAL CORP

Stifel Financial Corp

$650K36.3K0.00%Unchanged
READYSTATE ASSET MANAGEMENT LP

Readystate Asset Management Lp

$634K35.4K0.02%-0.6%
Janney Montgomery Scott LLC

Janney Montgomery Scott Llc

$623K34.8K0.00%+5.5%
XTX Topco Ltd

Xtx Topco Ltd

$571K31.9K0.01%New Position
Cetera Investment Advisers

Cetera Investment Advisers

$460K25.7K0.00%+0.5%
Joel Isaacson & Co., LLC

Joel Isaacson & Co., Llc

$445K24.9K0.01%Unchanged
MERCER GLOBAL ADVISORS INC /ADV

Mercer Global Advisors Inc /Adv

$445K24.9K0.00%New Position

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