13F Insight
DOSSIER · 13F Holders · Q2 2026

SRH TOTAL RETURN FUND INC

137 institutions still hold SRH TOTAL RETURN FUND INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 101507101·137 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$270M
visible holders
Holders
137
filers reporting
Concentration
23.25%
Atlas Wealth LLC #1
top holder share
AI Holders Summary · Q2 2026

137 institutions reported SRH TOTAL RETURN FUND INC in Q2 2026. Atlas Wealth LLC leads at 23.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Atlas Wealth LLC
CIK 0001964106
$63M3.5M8.96%Q2 202602
MORGAN STANLEY
CIK 0000895421
$37M2.1M0.00%Q2 202603
JP Wealth Management, Inc.
CIK 0001967622
$28M1.6M17.73%Q2 202604
Bulldog Investors, LLP
CIK 0001504304
$22M1.3M4.95%Q1 202605
1607 Capital Partners, LLC
CIK 0001436866
$16M899K1.40%Q2 202606
Pathstone Holdings, LLC
CIK 0002011612
$16M892K0.05%Q2 202607
Allspring Global Investments Holdings, LLC
CIK 0001890906
$15M853K0.02%Q2 202608
CSS LLC/IL
CIK 0001103646
$8M462K0.32%Q2 202609
LPL Financial LLC
CIK 0001403438
$8M447K0.00%Q2 202610
GatePass Capital, LLC
CIK 0002087399
$8M444K3.01%Q2 202611
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$7M405K0.39%Q2 202612
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$7M374K0.83%Q2 202613
Shaker Financial Services, LLC
CIK 0001511794
$5M299K1.67%Q2 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M286K0.00%Q2 202615
COHEN & STEERS, INC.
CIK 0001284812
$5M296K0.01%Q1 202616
Quantedge Capital Pte Ltd
CIK 0001561418
$4M245K3.33%Q2 202617
Matisse Capital
CIK 0001668256
$4M226K1.62%Q2 202618
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$4M214K0.15%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M204K0.00%Q2 202620
RPO LLC
CIK 0001885066
$3M179K10.54%Q2 2026
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