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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$18.31 -0.19 (-1.03%)
As of 02:45 PM Eastern
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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)
58
Total
Institutional Inflows
(last 12 months)
$50.94M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$14.56M
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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
8/20/2026 Ancora Advisors LLC15,481$277K0.0%-16.2%0.016%
8/20/2026 Northwestern Mutual Wealth Management Co.18,885$338K0.0%+50.5%0.020%
8/18/2026 Winning Points Advisors LLC172,065$3.08M3.7%-5.5%0.178%
8/17/2026 Capstone Investment Advisors LLC111,819$2.00M0.0%N/A0.116%
8/17/2026 Almitas Capital LLC133,773$2.40M0.6%N/A0.139%
8/17/2026 Bank of America Corp DE286,235$5.12M0.0%N/A0.297%
8/14/2026 Ancora Advisors LLC15,481$277K0.0%N/A0.016%
8/14/2026 Peak Asset Management LLC51,285$918K0.1%N/A0.053%
8/13/2026 Nitor Capital Management LLC14,151$253K0.2%N/A0.015%
8/12/2026 Northwestern Mutual Wealth Management Co.18,885$338K0.0%N/A0.020%
8/12/2026 Evolve Private Wealth LLC146,354$2.62M0.2%N/A0.152%
8/10/2026 DCF Advisers LLC50,000$895K0.2%N/A0.052%
8/7/2026 Beverly Hills Private Wealth LLC59,365$1.06M0.2%N/A0.062%
8/6/2026 Flputnam Investment Management Co.37,673$674K0.0%N/A0.039%
8/6/2026 Global Retirement Partners LLC6,406$115K0.0%N/A0.007%
7/8/2026 Integrated Capital Management Inc.14,857$266K0.2%-11.1%0.015%
6/30/2026 Winning Points Advisors LLC182,923$3.29M3.3%-0.7%0.190%
6/3/2026 NewEdge Advisors LLC76,603$1.31M0.0%+18.3%0.079%
5/19/2026 Bank of America Corp DE278,867$4.77M0.0%+0.5%0.289%
5/18/2026 Readystate Asset Management LP35,622$609K0.0%+15.0%0.037%
5/18/2026 Royal Bank of Canada170,172$2.91M0.0%-12.7%0.176%
5/13/2026 Cetera Investment Advisers25,591$438K0.0%-6.1%0.027%
5/12/2026 Quantedge Capital Pte Ltd255,603$4.37M2.4%+10.6%0.265%
5/8/2026 Bulldog Investors LLP1,287,582$22.02M5.0%+3.5%1.335%
5/7/2026 Basepoint Wealth LLC10,478$179K0.1%-20.6%0.011%
5/6/2026 GatePass Capital LLC430,595$7.36M3.4%-0.9%0.446%
5/6/2026 Allspring 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%
5/1/2026 Fifth Third Bancorp1,539$26K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC15,493$265K0.0%-16.5%0.016%
4/27/2026 Private Advisor Group LLC43,213$739K0.0%+8.6%0.045%
4/22/2026 Janney Montgomery Scott LLC33,023$565K0.0%N/A0.034%
4/16/2026 Evolve Private Wealth LLC158,980$2.72M0.1%-0.4%0.165%
4/16/2026 Uhlmann Price Securities LLC89,699$1.62M0.1%+5.5%0.093%
3/17/2026 Rockefeller 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%
2/18/2026 NewEdge Advisors LLC64,734$1.20M0.0%-7.2%0.067%
2/18/2026 Readystate Asset Management LP30,975$574K0.0%-58.0%0.032%
2/18/2026 Evolve Private Wealth LLC159,690$2.96M0.2%N/A0.166%
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2/18/2026 1607 Capital Partners LLC865,815$16.05M1.1%+8.1%0.898%
2/17/2026 AQR Arbitrage LLC137,083$2.54M0.1%-39.7%0.142%
2/17/2026 Almitas Capital LLC28,719$532K0.1%N/A0.030%
2/17/2026 Cetera Investment Advisers27,246$505K0.0%-6.7%0.028%
2/17/2026 Nitor Capital Management LLC14,151$262K0.2%N/A0.015%
2/17/2026 Quantedge Capital Pte Ltd231,103$4.29M2.0%+4.8%0.240%
2/17/2026 Osaic Holdings Inc.37,044$687K0.0%-6.5%0.038%
2/17/2026 &PARTNERS71,329$1.32M0.0%+146.2%0.074%
2/17/2026 Royal Bank of Canada194,964$3.62M0.0%+1.7%0.202%
2/16/2026 WealthTrust Axiom LLC40,895$758K0.2%+13.2%0.042%
2/16/2026 MML Investors Services LLC75,179$1.39M0.0%+3.7%0.078%
2/16/2026 Mariner LLC10,058$186K0.0%-12.3%0.010%
2/13/2026 Kestra Advisory Services LLC18,560$344K0.0%+5.9%0.019%
2/13/2026 Thomas J. Herzfeld Advisors Inc.382,005$7.08M2.4%+1.7%0.396%
2/13/2026 Stifel Financial Corp39,124$725K0.0%-6.4%0.041%
2/13/2026 Bulldog Investors LLP1,243,823$23.06M5.2%+11.3%1.290%
2/13/2026 Wells 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%
2/12/2026 Principal Securities Inc.136,433$2.53M0.0%+8.9%0.141%
2/12/2026 Winning Points Advisors LLC184,162$3.41M3.2%N/A0.191%
2/11/2026 Monetary Management Group Inc.29,700$551K0.1%+6.5%0.031%
2/11/2026 LPL Financial LLC393,713$7.30M0.0%+44.0%0.408%
2/11/2026 Closed End Fund Advisors Inc.21,298$395K0.2%N/A0.022%
2/10/2026 Northwestern Mutual Wealth Management Co.12,918$240K0.0%+34.0%0.013%
2/10/2026 Carnegie Lake Advisors LLC10,745$199K0.1%-10.0%0.011%
2/10/2026 IFG Advisory LLC35,248$654K0.0%-9.5%0.037%
2/9/2026 Roundview Capital LLC19,273$357K0.0%-10.1%0.020%
2/9/2026 Flputnam 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%
2/6/2026 Kingdom Financial Group LLC.154,509$2.87M0.9%N/A0.160%
2/6/2026 Global Retirement Partners LLC8,005$148K0.0%+38.3%0.008%
2/6/2026 PNC Financial Services Group Inc.4,774$89K0.0%-23.9%0.005%
2/6/2026 HighTower 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%
1/26/2026 Shaker Financial Services LLC108,639$2.01M0.6%-47.9%0.113%
1/26/2026 Heritage Wealth Management Inc.19,856$368K0.1%-10.4%0.021%
1/23/2026 Clear Creek Financial Management LLC44,800$831K0.1%-3.9%0.046%
1/21/2026 Flagship Harbor Advisors LLC208,370$3.86M0.2%-0.8%0.216%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.2,200$41K0.0%+1,000.0%0.002%
1/15/2026 JP Wealth Management Inc.1,475,715$27.36M19.3%+17.5%1.530%
1/15/2026 Allspring Global Investments Holdings LLC658,204$12.20M0.0%-0.5%0.683%
1/12/2026 Uhlmann Price Securities LLC85,047$1.58M0.9%+22.7%0.088%
1/12/2026 Stolper Co1,671$31K0.0%-90.7%0.002%
1/8/2026 Integrated Capital Management Inc.20,650$383K0.3%+5.5%0.021%
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1/5/2026 Park Avenue Securities LLC105,504$1.96M0.0%-1.4%0.109%
11/17/2025 NewEdge Advisors LLC69,739$1.27M0.0%+0.9%0.072%
11/17/2025 Bank of America Corp DE295,198$5.36M0.0%+4.8%0.306%
11/17/2025 1607 Capital Partners LLC800,865$14.54M1.1%+3.5%0.830%
11/14/2025 Ancora Advisors LLC18,481$336K0.0%-5.6%0.019%
11/14/2025 AQR Arbitrage LLC227,162$4.12M0.1%-28.2%0.236%
11/14/2025 Raymond James Financial Inc.193,408$3.51M0.0%-19.7%0.201%
11/13/2025 Pathstone Holdings LLC952,563$17.30M0.1%-1.7%0.988%
11/13/2025 UBS Group AG119,518$2.17M0.0%-13.6%0.124%
11/13/2025 Private Advisor Group LLC37,833$687K0.0%+13.9%0.039%


STEW Institutional Ownership - Frequently Asked Questions

During the previous two years, 109 institutional investors and hedge funds held shares of SRH Total Return Fund. The most heavily invested institutionals were JP Wealth Management Inc. ($27.36M), 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 92 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 2,803,810 shares in the last 24 months. This purchase volume represents approximately $50.94M in transactions.

Of the 40 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: AQR Arbitrage LLC ($179.14K), IFG Advisory LLC ($126.20K), Shaker Financial Services LLC ($99.75K), Wells Fargo & Company MN ($53.47K), Raymond James Financial Inc. ($47.53K), Readystate Asset Management LP ($42.73K), and JP Wealth Management Inc. ($30.15K).

Institutional investors have sold a total of 796,309 shares in the last 24 months. This volume of shares sold represents approximately $14.56M 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 8/20/2026. New 13F filings are added each quarter as they're published.
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