STEW
SRH Total Return Fund, Inc.$17.24+0.17 (+1.00%)Financial ServicesNYSE
Institutional Holders
50
as of Q4 2025
Total Shares Held
2.0344811475715125e+278B
Total Value
$3.700027359230602e+192T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,034,481 | $37.0M | 0.00% | Share |
| 2 | JP Wealth Management, Inc. | 1,475,715 | $27.4M | 19.34% | Share |
| 3 | Bulldog Investors, LLP | 1,243,823 | $23.1M | 5.14% | Share |
| 4 | Pathstone Holdings, LLC | 929,593 | $17.0M | 0.07% | Share |
| 5 | 1607 Capital Partners, LLC | 865,815 | $16.1M | 1.09% | Share |
| 6 | Allspring Global Investments Holdings, LLC | 658,204 | $12.2M | 0.02% | Share |
| 7 | CSS LLC/IL | 461,965 | $8.6M | 0.38% | Share |
| 8 | GatePass Capital, LLC | 434,660 | $8.1M | 4.15% | Share |
| 9 | B. Riley Wealth Advisors, Inc. | 398,545 | $7.4M | 0.34% | Share |
| 10 | Thomas J. Herzfeld Advisors, Inc. | 382,005 | $7.1M | 2.40% | Share |
| 11 | LPL Financial LLC | 393,713 | $7.0M | 0.00% | Share |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 327,106 | $6.1M | 0.89% | Share |
| 13 | Quantedge Capital Pte Ltd | 231,103 | $4.3M | 2.04% | Share |
| 14 | COHEN & STEERS, INC. | 226,158 | $4.2M | 0.01% | Share |
| 15 | MORGAN STANLEY | 266,569 | $4.0M | 0.00% | Share |
| 16 | BANK OF AMERICA CORP /DE/ | 265,420 | $4.0M | 0.00% | Share |
| 17 | FLAGSHIP HARBOR ADVISORS, LLC | 208,370 | $3.9M | 0.18% | Share |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 72,018 | $3.6M | 0.00% | Share |
| 19 | SRH ADVISORS, LLC | 188,773 | $3.5M | 1.01% | Share |
| 20 | Winning Points Advisors, LLC | 184,162 | $3.4M | 3.65% | Share |
| 21 | RPO LLC | 168,990 | $3.1M | 0.33% | Share |
| 22 | RAYMOND JAMES FINANCIAL INC | 167,612 | $3.0M | 0.00% | Share |
| 23 | Kingdom Financial Group LLC. | 154,509 | $2.9M | 0.88% | Share |
| 24 | AQR Arbitrage LLC | 137,083 | $2.5M | 0.05% | Share |
| 25 | Matisse Capital | 110,000 | $2.0M | 0.91% | Share |
| 26 | Shaker Financial Services, LLC | 108,639 | $2.0M | 0.64% | Share |
| 27 | PRINCIPAL SECURITIES, INC. | 136,433 | $2.0M | 0.03% | Share |
| 28 | CAPSTONE INVESTMENT ADVISORS, LLC | 111,819 | $2.0M | 0.00% | Share |
| 29 | HighTower Advisors, LLC | 114,164 | $2.0M | 0.00% | Share |
| 30 | WELLS FARGO & COMPANY/MN | 144,062 | $2.0M | 0.00% | Share |
| 31 | Cambridge Investment Research Advisors, Inc. | 125,109 | $2.0M | 0.01% | Share |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 117,782 | $2.0M | 0.00% | Share |
| 33 | EVOLVE PRIVATE WEALTH, LLC | 159,690 | $2.0M | 0.12% | Share |
| 34 | ROYAL BANK OF CANADA | 155,868 | $2.0M | 0.00% | Share |
| 35 | PARK AVENUE SECURITIES LLC | 105,504 | $2.0M | 0.02% | Share |
| 36 | SouthState Bank Corp | 100,000 | $1.9M | 0.08% | Share |
| 37 | UHLMANN PRICE SECURITIES, LLC | 85,047 | $1.6M | 0.93% | Share |
| 38 | D.A. DAVIDSON & CO. | 83,064 | $1.5M | 0.01% | Share |
| 39 | UBS Group AG | 81,782 | $1.5M | 0.00% | Share |
| 40 | KINGSWOOD WEALTH ADVISORS, LLC | 79,475 | $1.5M | 0.07% | Share |
| 41 | Matisse Capital | 70,000 | $1.3M | 0.58% | Share |
| 42 | OPPENHEIMER & CO INC | 68,098 | $1.3M | 0.02% | Share |
| 43 | MML INVESTORS SERVICES, LLC | 75,179 | $1.0M | 0.00% | Share |
| 44 | &PARTNERS | 71,329 | $1.0M | 0.01% | Share |
| 45 | NewEdge Advisors, LLC | 64,734 | $1.0M | 0.00% | Share |
| 46 | BOOTHBAY FUND MANAGEMENT, LLC | 56,297 | $1.0M | 0.01% | Share |
| 47 | DCF Advisers, LLC | 50,000 | $927K | 0.25% | Share |
| 48 | Clear Creek Financial Management, LLC | 44,800 | $830K | 0.07% | Share |
| 49 | TWIN FOCUS CAPITAL PARTNERS, LLC | 43,487 | $806K | 0.09% | Share |
| 50 | WealthTrust Axiom LLC | 40,895 | $758K | 0.19% | Share |