Institutional Ownership
Srh Total Return Fund Inc
CUSIP 101507101COMSTEWQ1 2026
Institutional Holders
123
13F filers
Shares Held
15.55M
Aggregate institutional
Institutional Value
$255.99M
Q1 2026
Net New Holders
-1
11 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased46
Decreased34
Sold out12
Institutional Holders
123 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.17M | $37.05M | −196.0K | Reduced |
| 2 | Jp Wealth Management, Inc. | 1.56M | $26.60M | +80.0K | Added |
| 3 | Bulldog Investors, LLP | 1.29M | $22.02M | +43.8K | Added |
| 4 | Pathstone Holdings, LLC | 910.2K | $15.56M | −23.3K | Reduced |
| 5 | 1607 Capital Partners, LLC | 885.9K | $15.15M | +20.1K | Added |
| 6 | Allspring Global Investments Holdings, LLC | 721.6K | $12.34M | +63.4K | Added |
| 7 | Css LLC/Il | 462.0K | $7.90M | 0 | Held |
| 8 | Gatepass Capital, LLC | 430.6K | $7.36M | −4.1K | Reduced |
| 9 | Lpl Financial LLC | 426.3K | $7.29M | +32.6K | Added |
| 10 | B. Riley Wealth Advisors, Inc. | 403.7K | $6.75M | +5.2K | Added |
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