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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$18.92 +0.49 (+2.66%)
As of 12:55 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for SRH Total Return Fund (NYSE:STEW)

Current
Institutional Ownership
Percentage
15.61%
Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$48.16M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$17.15M
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STEW Institutional Buying and Selling by Quarter

SRH Total Return Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2026Beverly Hills Private Wealth LLC69,330$1.20M0.2%+16.8%0.072%
11/3/2026Uhlmann Price Securities LLC137,138$2.38M0.1%+19.9%0.142%
11/3/2026 Calamos Advisors LLC28,207$490K0.0%N/A0.029%
11/2/2026 Kestra Advisory Services LLC21,443$372K0.0%+13.0%0.022%
11/2/2026 Commonwealth Equity Services LLC31,961$555K0.0%-1.7%0.033%
10/30/2026 Blue Bell Private Wealth Management LLC401,544$6.98M0.8%+7.4%0.416%
10/29/2026 Heritage Wealth Management Inc.19,198$333K0.1%-3.3%0.020%
10/28/2026 D.A. Davidson & CO.81,760$1.42M0.0%-2.3%0.085%
10/26/2026 Oppenheimer & Co. Inc.75,505$1.31M0.0%+0.8%0.078%
10/26/2026 Park Avenue Securities LLC93,787$1.63M0.0%-2.5%0.097%
10/26/2026 Flagship Harbor Advisors LLC225,518$3.92M0.1%+5.3%0.234%
10/22/2026 SRH Advisors LLC144,761$2.52M0.6%-12.2%0.150%
10/20/2026 Smithbridge Asset Management Inc. DE17,250$300K0.0%N/A0.018%
10/14/2026 Shaker Financial Services LLC179,744$3.12M1.0%-39.8%0.186%
10/14/2026 B. Riley Wealth Advisors Inc.359,766$6.25M0.2%-11.2%0.373%
10/9/2026 Post Resch Tallon Group Inc.14,404$250K0.2%N/A0.015%
10/9/2026 Integrated Capital Management Inc.13,007$226K0.2%-12.5%0.013%
10/8/2026 JP Wealth Management Inc.1,572,713$27.32M17.3%0.0%1.631%
9/9/2026NewEdge Advisors LLC75,697$1.36M0.0%-1.2%0.078%
8/26/2026HighTower Advisors LLC103,631$1.86M0.0%-3.3%0.107%
8/20/2026Ancora Advisors LLC15,481$277K0.0%-16.2%0.016%
8/20/2026Northwestern Mutual Wealth Management Co.18,885$338K0.0%+50.5%0.020%
8/18/2026Winning Points Advisors LLC172,065$3.08M3.7%-5.5%0.178%
8/17/2026Capstone Investment Advisors LLC111,819$2.00M0.0%N/A0.116%
8/17/2026Almitas Capital LLC133,773$2.40M0.6%N/A0.139%
8/17/2026Bank of America Corp DE286,235$5.12M0.0%N/A0.297%
8/14/2026Ancora Advisors LLC15,481$277K0.0%N/A0.016%
8/14/2026Peak Asset Management LLC51,285$918K0.1%N/A0.053%
8/13/2026Nitor Capital Management LLC14,151$253K0.2%N/A0.015%
8/12/2026Northwestern Mutual Wealth Management Co.18,885$338K0.0%N/A0.020%
8/12/2026Evolve Private Wealth LLC146,354$2.62M0.2%N/A0.152%
8/10/2026DCF Advisers LLC50,000$895K0.2%N/A0.052%
8/7/2026Beverly Hills Private Wealth LLC59,365$1.06M0.2%N/A0.062%
8/6/2026Flputnam Investment Management Co.37,673$674K0.0%N/A0.039%
8/6/2026Global Retirement Partners LLC6,406$115K0.0%N/A0.007%
7/8/2026 Integrated Capital Management Inc.14,857$266K0.2%-11.1%0.015%
6/30/2026Winning Points Advisors LLC182,923$3.29M3.3%-0.7%0.190%
6/3/2026NewEdge Advisors LLC76,603$1.31M0.0%+18.3%0.079%
5/19/2026Bank of America Corp DE278,867$4.77M0.0%+0.5%0.289%
5/18/2026Readystate Asset Management LP35,622$609K0.0%+15.0%0.037%
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5/18/2026Royal Bank of Canada170,172$2.91M0.0%-12.7%0.176%
5/13/2026Cetera Investment Advisers25,591$438K0.0%-6.1%0.027%
5/12/2026Quantedge Capital Pte Ltd255,603$4.37M2.4%+10.6%0.265%
5/8/2026Bulldog Investors LLP1,287,582$22.02M5.0%+3.5%1.335%
5/7/2026Basepoint Wealth LLC10,478$179K0.1%-20.6%0.011%
5/6/2026GatePass Capital LLC430,595$7.36M3.4%-0.9%0.446%
5/6/2026Allspring Global Investments Holdings LLC721,643$12.34M0.0%+9.6%0.748%
5/5/2026 D.A. Davidson & CO.83,645$1.43M0.0%+0.7%0.087%
5/4/2026 NWF Advisory Services Inc.19,250$329K0.0%-8.1%0.020%
5/1/2026Fifth Third Bancorp1,539$26K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC15,493$265K0.0%-16.5%0.016%
4/27/2026Private Advisor Group LLC43,213$739K0.0%+8.6%0.045%
4/22/2026Janney Montgomery Scott LLC33,023$565K0.0%N/A0.034%
4/16/2026Evolve Private Wealth LLC158,980$2.72M0.1%-0.4%0.165%
4/16/2026Uhlmann Price Securities LLC89,699$1.62M0.1%+5.5%0.093%
3/17/2026Rockefeller Capital Management L.P.1,700$32K0.0%N/A0.002%
3/3/2026 NWF Advisory Services Inc.20,950$388K0.0%+17.7%0.022%
2/18/2026NewEdge Advisors LLC64,734$1.20M0.0%-7.2%0.067%
2/18/2026Readystate Asset Management LP30,975$574K0.0%-58.0%0.032%
2/18/2026Evolve Private Wealth LLC159,690$2.96M0.2%N/A0.166%
2/18/20261607 Capital Partners LLC865,815$16.05M1.1%+8.1%0.898%
2/17/2026AQR Arbitrage LLC137,083$2.54M0.1%-39.7%0.142%
2/17/2026Almitas Capital LLC28,719$532K0.1%N/A0.030%
2/17/2026Cetera Investment Advisers27,246$505K0.0%-6.7%0.028%
2/17/2026Nitor Capital Management LLC14,151$262K0.2%N/A0.015%
2/17/2026Quantedge Capital Pte Ltd231,103$4.29M2.0%+4.8%0.240%
2/17/2026Osaic Holdings Inc.37,044$687K0.0%-6.5%0.038%
2/17/2026&PARTNERS71,329$1.32M0.0%+146.2%0.074%
2/17/2026Royal Bank of Canada194,964$3.62M0.0%+1.7%0.202%
2/16/2026WealthTrust Axiom LLC40,895$758K0.2%+13.2%0.042%
2/16/2026MML Investors Services LLC75,179$1.39M0.0%+3.7%0.078%
2/16/2026Mariner LLC10,058$186K0.0%-12.3%0.010%
2/13/2026 Kestra Advisory Services LLC18,560$344K0.0%+5.9%0.019%
2/13/2026Thomas J. Herzfeld Advisors Inc.382,005$7.08M2.4%+1.7%0.396%
2/13/2026Stifel Financial Corp39,124$725K0.0%-6.4%0.041%
2/13/2026Bulldog Investors LLP1,243,823$23.06M5.2%+11.3%1.290%
2/13/2026Wells Fargo & Company MN152,079$2.82M0.0%-26.0%0.158%
2/12/2026 Commonwealth Equity Services LLC17,953$333K0.0%-18.5%0.019%
2/12/2026Principal Securities Inc.136,433$2.53M0.0%+8.9%0.141%
2/12/2026Winning Points Advisors LLC184,162$3.41M3.2%N/A0.191%
2/11/2026Monetary Management Group Inc.29,700$551K0.1%+6.5%0.031%
2/11/2026LPL Financial LLC393,713$7.30M0.0%+44.0%0.408%
2/11/2026Closed End Fund Advisors Inc.21,298$395K0.2%N/A0.022%
2/10/2026Northwestern Mutual Wealth Management Co.12,918$240K0.0%+34.0%0.013%
2/10/2026Carnegie Lake Advisors LLC10,745$199K0.1%-10.0%0.011%
2/10/2026IFG Advisory LLC35,248$654K0.0%-9.5%0.037%
2/9/2026Roundview Capital LLC19,273$357K0.0%-10.1%0.020%
2/9/2026Flputnam Investment Management Co.37,673$698K0.0%N/A0.039%
2/9/2026 Blue Bell Private Wealth Management LLC327,106$6.07M0.9%+8.6%0.339%
2/6/2026Kingdom Financial Group LLC.154,509$2.87M0.9%N/A0.160%
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2/6/2026Global Retirement Partners LLC8,005$148K0.0%+38.3%0.008%
2/6/2026PNC Financial Services Group Inc.4,774$89K0.0%-23.9%0.005%
2/6/2026HighTower Advisors LLC114,164$2.12M0.0%-2.3%0.118%
2/3/2026 Costello Asset Management INC8,478$157K0.1%-8.9%0.009%
2/2/2026 Wolverine Asset Management LLC35,670$661K0.0%-34.4%0.037%
2/2/2026 Oppenheimer & Co. Inc.68,098$1.26M0.0%-21.1%0.071%
1/29/2026Comerica Bank1,758$33K0.0%-57.1%0.002%
1/29/2026 Calamos Advisors LLC24,196$449K0.0%+32.1%0.025%
1/29/2026 NBC Securities Inc.8,346$155K0.0%-13.1%0.009%
1/28/2026 Kingswood Wealth Advisors LLC79,475$1.47M0.1%+1.4%0.082%


STEW Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 institutional investors and hedge funds held shares of SRH Total Return Fund. The most heavily invested institutionals were JP Wealth Management Inc. ($27.32M), Bulldog Investors LLP ($22.02M), Pathstone Holdings LLC ($17.30M), 1607 Capital Partners LLC ($16.05M), Allspring Global Investments Holdings LLC ($12.34M), CSS LLC IL ($10.67M), and GatePass Capital LLC ($7.36M).Learn more on SRH Total Return Fund's institutional investors.

15.61% of SRH Total Return Fund's stock is owned by institutional investors. Learn more on STEW's institutional investor holdings.

Of the 90 institutional investors that purchased SRH Total Return Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JP Wealth Management Inc. ($1.51M), Raymond James Financial Inc. ($477.15K), B. Riley Wealth Advisors Inc. ($428.27K), Bank of America Corp DE ($341.67K), Thomas J. Herzfeld Advisors Inc. ($331.92K), Evolve Private Wealth LLC ($306.04K), and Almitas Capital LLC ($243.72K).

Institutional investors have bought a total of 2,656,221 shares in the last 24 months. This purchase volume represents approximately $48.16M in transactions.

Of the 43 institutional investors that sold SRH Total Return Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($218.72K), AQR Arbitrage LLC ($179.14K), IFG Advisory LLC ($126.20K), Wells Fargo & Company MN ($53.47K), Raymond James Financial Inc. ($47.53K), B. Riley Wealth Advisors Inc. ($45.28K), and Readystate Asset Management LP ($42.73K).

Institutional investors have sold a total of 947,058 shares in the last 24 months. This volume of shares sold represents approximately $17.15M in transactions.


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Institutional ownership data for NYSE:STEW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/4/2026. New 13F filings are added each quarter as they're published.
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