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Disclosery

STEW SRH TOTAL RETURN FUND INC

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COM (fund), issuer CIK 102426

129 managers (129 13F filers) reported a position in STEW shares at 2026-06-30, 19,544,768 shares in all. 11 filers opened a position and 9 filers sold out during the quarter.

Managers
129
13F filers
129
New
11
Added
44
Reduced
35
Sold out
9
Shares held by filers
19,544,768

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Atlas Wealth LLC3,511,313$62.9M8.96%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,074,631$37.1M<0.01%-92,01913F-HRTimelineGroup
JP Wealth Management, Inc.1,573,433$28.2M17.73%+17,73813F-HRTimeline
Bulldog Investors, LLP1,347,582$24.1M5.3%+60,00013F-HRTimeline
1607 Capital Partners, LLC899,421$16.1M1.4%+13,50013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC891,906$16M0.05%-18,32113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …853,372$15.3M0.02%+131,72913F-HRTimelineGroup
CSS LLC/IL461,965$8.27M0.37%013F-HRTimeline
LPL Financial LLC446,897$8M<0.01%+20,58313F-HRTimeline
GatePass Capital, LLC443,600$7.94M3.03%+13,00513F-HRTimeline
B. Riley Wealth Advisors, Inc.405,048$7.22M0.39%+1,32813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC373,762$6.69M0.83%+23,08413F-HRTimeline
Shaker Financial Services, LLC298,716$5.35M1.67%+12,22813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/286,235$5.12M<0.01%+7,36813F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.256,158$4.58M0.01%-40,00013F-HRTimelineGroup
Quantedge Capital Pte Ltd245,103$4.39M3.33%-10,50013F-HRTimeline
Matisse Capital226,000$4.05M1.62%+10,00013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC214,190$3.83M0.15%+6,96013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC204,363$3.66M<0.01%-18,25613F-HRTimelineGroup
RPO LLC178,990$3.2M13.2%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC178,469$3.19M0.04%+84,93513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN173,852$3.11M<0.01%+22,10113F-HRTimelineGroup
Winning Points Advisors, LLC172,065$3.08M4.06%-10,05813F-HRTimeline
SRH ADVISORS, LLC164,822$2.95M0.75%-24,10413F-HRTimeline
Kingdom Financial Group LLC.163,061$2.92M0.75%+8,22513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC156,585$2.8M0.03%+23,42113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…155,599$2.79M<0.01%+153,88013F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC146,354$2.62M0.16%-12,62613F-HRTimeline
Cambridge Investment Research Advisors,…135,877$2.43M0.01%+3,49413F-HR/ATimeline
Almitas Capital LLC133,773$2.39M0.57%+17,01813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,474$2.3M<0.01%-41,69813F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC114,375$2.05M0.08%+24,67613F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…111,819$2M0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC105,885$1.9M<0.01%-86313F-HRTimelineGroup
HighTower Advisors, LLC103,631$1.85M<0.01%-3,51613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp100,000$1.79M0.07%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC96,227$1.72M0.01%-58513F-HRTimelineGroup
D.A. DAVIDSON & CO.83,703$1.5M0.01%+5813F-HRTimeline
&PARTNERS78,118$1.4M0.01%-12513F-HRTimeline
UBS Group AGin group UBS Group AG76,169$1.36M<0.01%-2,67313F-HRTimelineGroup
NewEdge Advisors, LLC75,697$1.35M<0.01%-90613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …74,877$1.34M0.01%+7,94413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC72,775$1.3M0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC70,790$1.27M<0.01%+50613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC66,297$1.19M0.02%013F-HRTimeline
Advisory Advocates, LLC61,910$1.11M0.95%+4,01113F-HRTimeline
Beverly Hills Private Wealth, LLC59,365$1.06M0.2%+8,53413F-HRTimeline
Peak Asset Management, LLC51,285$918K0.13%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC50,900$911K0.19%+21,20013F-HRTimeline
DCF Advisers, LLC50,000$895K0.23%013F-HRTimeline
Advisors Asset Management, Inc.47,042$842K0.01%+20,68013F-HRTimeline
WealthTrust Axiom LLC46,842$838K0.19%-2,24013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC43,487$778K0.08%013F-HRTimeline
Private Advisor Group, LLC40,693$728K<0.01%-2,52013F-HRTimeline
Clear Creek Financial Management, LLC38,600$691K0.04%-6,20013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,509$689K<0.01%-1,79313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO37,673$674K0.01%013F-HRTimeline
GRACE & WHITE INC /NY36,560$654K0.1%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,324$650K<0.01%013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP35,396$634K0.03%-22613F-HRTimeline
Janney Montgomery Scott LLC34,823$623K<0.01%+1,80013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,524$582K<0.01%+14,88913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd31,896$571K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers25,707$460K<0.01%+11613F-HRTimeline
Joel Isaacson & Co., LLC24,867$445K0.01%013F-HRTimeline
Meridian Wealth Management, LLC23,756$425K0.01%-70013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,498$421K0.01%+64113F-HRTimelineGroup
Closed-End Fund Advisors, Inc.23,039$412K0.4%-1,00113F-HRTimeline
Heritage Wealth Management, Inc.19,856$355K0.09%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC19,394$347K<0.01%-87213F-HRTimelineGroup
NWF Advisory Services Inc.19,250$345K0.03%013F-HRTimeline
Sather Financial Group Inc19,159$343K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,982$340K<0.01%+3,48913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,885$338K<0.01%+6,33513F-HRTimelineGroup
Roundview Capital LLC18,300$328K0.02%-98113F-HRTimeline
Stolper Co17,596$315K0.08%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,467$313K<0.01%+10413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC17,388$311K<0.01%new13F-HRTimelineGroup
WestHill Financial Advisors, Inc.16,168$289K0.05%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15,481$277K0.01%-3,00013F-HRTimelineGroup
Waverly Advisors, LLC15,302$274K<0.01%+5013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.14,857$266K0.19%-1,85313F-HRTimeline
Wealthspire Advisors, LLC14,678$263K<0.01%013F-HRTimeline
Nitor Capital Management LLC14,151$253K0.17%013F-HRTimeline
GREENWOOD GEARHART LLC14,128$253K0.01%013F-HRTimeline
HANOVER ADVISORS INC13,976$250K0.09%013F-HRTimeline
Horizon Wealth Management, LLC12,503$224K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,575$223K<0.01%+36313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV12,426$222K<0.01%new13F-HR/ATimeline
Z3 Capital Partners, LLC12,088$216K0.05%-3,47813F-HRTimeline
DECISION INVESTMENTS, INC11,641$208K0.19%-17013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,583$207K<0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,500$206K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,368$203K<0.01%new13F-HRTimelineGroup
Sage Capital Management, LLC11,269$202K0.08%new13F-HRTimeline
Steward Partners Investment Advisory, L…11,164$200K<0.01%013F-HRTimeline
Camelot Portfolios, LLC10,851$194K0.14%013F-HRTimeline
Carnegie Lake Advisors LLC10,745$192K0.07%013F-HRTimeline
Basepoint Wealth LLC10,587$190K0.11%+10913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.8,486$152K0.06%-90313F-HRTimeline
LANARK FINANCIAL, INC.8,440$151K0.01%+4713F-HRTimeline
Costello Asset Management, INC6,816$122K0.04%-1,22913F-HRTimeline
Global Retirement Partners, LLC6,406$115K<0.01%13F-HRTimeline
FINANCIAL CONSULATE, INC6,026$108K0.01%+6613F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors5,289$94.7K0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.4,802$86K0.01%new13F-HRTimeline
Nemes Rush Group LLC3,869$69.2K0.01%+4313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,452$43.9K0.02%+10113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,018$36.1K<0.01%+47913F-HRTimelineGroup
IFG Advisory, LLC1,702$30.5K<0.01%new13F-HRTimeline
MCF Advisors LLC1,060$19K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC1,000$17.9K0.01%013F-HRTimeline
Merrithew & Thorsten Inc933$16K0.01%+1113F-HRTimeline
AdvisorNet Financial, Inc500$8.95K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.460$8.23K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC423$7.57K<0.01%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.380$6.8K<0.01%-107,39813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC365$6.53K<0.01%+19813F-HRTimelineGroup
Nalls Sherbakoff Group, LLC312$5.58K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…220$3.94K<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC200$3.58K<0.01%013F-HRTimeline
Asset Dedication, LLC184$3.29K<0.01%013F-HRTimeline
NorthAvenue LLC184$3.29K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.136$2.43K<0.01%-19313F-HRTimeline
WPG Advisers, LLC85$1.52K<0.01%-12413F-HRTimeline
Farther Finance Advisors, LLC18$322<0.01%013F-HRTimeline
Allworth Financial LP8$146<0.01%-50013F-HRTimeline
Kilter Group LLC1$17<0.01%-72813F-HRTimeline
Clean Yield Group0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.