SRH Total Return Fund (STEW): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it. 1 officer or director bought in 6 months.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of STEW (all 13F filers)
- Atlas Wealth3.5 MWealth adviser+3.5 M
- Morgan Stanley2.1 MBank or trading desk−92 K
- JP Wealth Management1.6 MWealth adviser+18 K
- Bulldog Investors, LLP1.3 MInvestment firm+60 K
- 1607 Capital Partners899 KType not verified+14 K
- Pathstone Holdings892 KWealth adviser−18 K
- Allspring Global Investments Holdings853 KInvestment firm+132 K
- CSS462 KType not verified0
- LPL Financial447 KWealth adviser+21 K
- GatePass Capital444 KType not verified+13 K
- Atlas Wealth
- Shares
- 3.5 M
- Change
- +3.5 M
See more
- Type
- Wealth adviser
- Value
- $62.9M
- Shares
- 2.1 M
- Change
- −92 K
See more
- Type
- Bank or trading desk
- Value
- $37.1M
- JP Wealth Management
- Shares
- 1.6 M
- Change
- +18 K
See more
- Type
- Wealth adviser
- Value
- $28.2M
- Bulldog Investors, LLP
- Shares
- 1.3 M
- Change
- +60 K
See more
- Type
- Investment firm
- Value
- $24.1M
- Shares
- 899 K
- Change
- +14 K
See more
- Type
- Type not verified
- Value
- $16.1M
- Shares
- 892 K
- Change
- −18 K
See more
- Type
- Wealth adviser
- Value
- $16.0M
- Shares
- 853 K
- Change
- +132 K
See more
- Type
- Investment firm
- Value
- $15.3M
- Shares
- 462 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $8.3M
- Shares
- 447 K
- Change
- +21 K
See more
- Type
- Wealth adviser
- Value
- $8.0M
- GatePass Capital
- Shares
- 444 K
- Change
- +13 K
See more
- Type
- Type not verified
- Value
- $7.9M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗