Who owns SRH Total Return Fund, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of STEW from SEC Form 13F filings across 127 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 127 institutions disclosed 19.5M shares of SRH Total Return Fund, Inc. worth $349.7M — about 20.3% of shares outstanding; the largest disclosed holder is Atlas Wealth LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
127
13F holders
$349.7M
value, 2026 filers
20.3%
of shares outstanding (19.5M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of STEW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Atlas Wealth LLCNEW | 3.5M | $62.9M | 9.0% | 3.6% | new |
| 2 | MORGAN STANLEY | 2.1M | $37.1M | 0.0% | 2.2% | -4.2% |
| 3 | JP Wealth Management, Inc. | 1.6M | $28.2M | 17.7% | 1.6% | +1.1% |
| 4 | Bulldog Investors, LLP | 1.3M | $24.1M | 5.3% | 1.4% | +4.7% |
| 5 | 1607 Capital Partners, LLC | 899,421 | $16.1M | 1.4% | 0.9% | +1.5% |
| 6 | Pathstone Holdings, LLC | 891,906 | $16.0M | 0.0% | 0.9% | -2.0% |
| 7 | Allspring Global Investments Holdings, LLC | 853,372 | $15.3M | 0.0% | 0.9% | +18.3% |
| 8 | CSS LLC/IL | 461,965 | $8.3M | 0.3% | 0.5% | 0.0% |
| 9 | LPL Financial LLC | 446,897 | $8.0M | 0.0% | 0.5% | +4.8% |
| 10 | GatePass Capital, LLC | 443,600 | $7.9M | 3.0% | 0.5% | +3.0% |
| 11 | B. Riley Wealth Advisors, Inc. | 405,048 | $7.2M | 0.4% | 0.4% | +0.3% |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 373,762 | $6.7M | 0.8% | 0.4% | +6.6% |
| 13 | Shaker Financial Services, LLC | 298,716 | $5.3M | 1.7% | 0.3% | +4.3% |
| 14 | BANK OF AMERICA CORP /DE/ | 286,235 | $5.1M | 0.0% | 0.3% | +2.6% |
| 15 | COHEN & STEERS, INC. | 256,158 | $4.6M | 0.0% | 0.3% | -13.5% |
| 16 | Quantedge Capital Pte Ltd | 245,103 | $4.4M | 3.3% | 0.3% | -4.1% |
| 17 | Matisse Capital | 226,000 | $4.0M | 1.6% | 0.2% | +4.6% |
| 18 | FLAGSHIP HARBOR ADVISORS, LLC | 214,190 | $3.8M | 0.1% | 0.2% | +3.4% |
| 19 | RAYMOND JAMES FINANCIAL INC | 204,363 | $3.7M | 0.0% | 0.2% | -8.2% |
| 20 | RPO LLC | 178,990 | $3.2M | 10.5% | 0.2% | 0.0% |
| 21 | WOLVERINE ASSET MANAGEMENT LLC | 178,469 | $3.2M | 0.0% | 0.2% | +90.8% |
| 22 | WELLS FARGO & COMPANY/MN | 173,852 | $3.1M | 0.0% | 0.2% | +14.6% |
| 23 | Winning Points Advisors, LLCNEW | 172,065 | $3.1M | 4.1% | 0.2% | new |
| 24 | SRH ADVISORS, LLC | 164,822 | $3.0M | 0.8% | 0.2% | -12.8% |
| 25 | Kingdom Financial Group LLC. | 163,061 | $2.9M | 0.7% | 0.2% | +5.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.