DOSSIER · 13F Holders · Q1 2026
SWZ
TOTAL RETURN SECURITIES FUND
45 institutions still hold TOTAL RETURN SECURITIES FUND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 870875101·45 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
45 institutions reported SWZ in Q1 2026. CSS LLC/IL leads at 22.1% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.
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