13F Insight
DOSSIER · 13F Holders · Q1 2026

SRH TOTAL RETURN FUND INC

135 institutions still hold SRH TOTAL RETURN FUND INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 101507101·135 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$203M
visible holders
Holders
135
filers reporting
Concentration
18.22%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

135 institutions reported SRH TOTAL RETURN FUND INC in Q1 2026. MORGAN STANLEY leads at 18.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$37M2.2M0.00%Q1 202602
JP Wealth Management, Inc.
CIK 0001967622
$28M1.6M17.73%Q2 202603
Bulldog Investors, LLP
CIK 0001504304
$22M1.3M4.95%Q1 202604
Pathstone Holdings, LLC
CIK 0002011612
$16M910K0.06%Q1 202605
1607 Capital Partners, LLC
CIK 0001436866
$15M886K1.09%Q1 202606
Allspring Global Investments Holdings, LLC
CIK 0001890906
$12M722K0.02%Q1 202607
CSS LLC/IL
CIK 0001103646
$8M462K0.38%Q1 202608
GatePass Capital, LLC
CIK 0002087399
$7M431K3.44%Q1 202609
LPL Financial LLC
CIK 0001403438
$7M426K0.00%Q1 202610
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$7M405K0.39%Q2 202611
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$6M351K0.86%Q1 202612
Shaker Financial Services, LLC
CIK 0001511794
$5M299K1.67%Q2 202613
COHEN & STEERS, INC.
CIK 0001284812
$5M296K0.01%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M279K0.00%Q1 202615
Quantedge Capital Pte Ltd
CIK 0001561418
$4M256K2.39%Q1 202616
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$4M214K0.15%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M223K0.00%Q1 202618
Matisse Capital
CIK 0001668256
$4M216K1.58%Q1 202619
Winning Points Advisors, LLC
CIK 0001793399
$3M183K4.40%Q1 202620
RPO LLC
CIK 0001885066
$3M179K9.46%Q1 2026
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