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Disclosery

STEW SRH TOTAL RETURN FUND INC

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COM (fund), issuer CIK 102426

127 managers (127 13F filers) reported a position in STEW shares at 2026-03-31, 15,810,354 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
127
13F filers
127
New
11
Added
47
Reduced
35
Sold out
10
Shares held by filers
15,810,354

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,166,650$37M<0.01%-196,00913F-HRTimelineGroup
JP Wealth Management, Inc.1,555,695$26.6M18.04%+79,98013F-HRTimeline
Bulldog Investors, LLP1,287,582$22M4.95%+43,75913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC910,227$15.6M0.06%-23,25013F-HRTimelineGroup
1607 Capital Partners, LLC885,921$15.1M1.09%+20,10613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …721,643$12.3M0.02%+63,43913F-HRTimelineGroup
CSS LLC/IL461,965$7.9M0.44%013F-HRTimeline
GatePass Capital, LLC430,595$7.36M3.58%-4,06513F-HRTimeline
LPL Financial LLC426,314$7.29M<0.01%+32,60113F-HRTimeline
B. Riley Wealth Advisors, Inc.403,720$6.75M0.44%+5,17513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC350,678$6M0.86%+23,57213F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.296,158$5.06M0.01%+70,00013F-HRTimelineGroup
Shaker Financial Services, LLC286,488$4.9M1.71%+177,84913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/278,867$4.77M<0.01%+1,32013F-HRTimelineGroup
Quantedge Capital Pte Ltd255,603$4.37M2.39%+24,50013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC222,619$3.81M<0.01%+4,23413F-HRTimelineGroup
Matisse Capital216,000$3.69M1.58%+36,00013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC207,230$3.54M0.16%-1,14013F-HRTimeline
SRH ADVISORS, LLC188,926$3.23M0.92%+15313F-HRTimeline
Winning Points Advisors, LLC182,123$3.11M3.12%-2,03913F-HR/ATimeline
RPO LLC178,990$3.06M12.34%+10,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA170,172$2.91M<0.01%-24,79213F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC158,980$2.72M0.15%-71013F-HRTimeline
Lloyd Advisory Services, LLC.154,836$2.65M0.76%new13F-HRTimeline
Kingdom Financial Group LLC.154,836$2.65M0.76%+32713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN151,751$2.59M<0.01%-32813F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC133,164$2.28M0.03%-3,26913F-HRTimelineGroup
Cambridge Investment Research Advisors,…132,383$2.26M0.01%+7,27413F-HRTimeline
Almitas Capital LLC116,755$2M0.45%+88,03613F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…111,819$1.91M0.02%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.107,778$1.84M0.63%-274,22713F-HRTimeline
HighTower Advisors, LLC107,147$1.83M<0.01%-7,01713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC106,748$1.83M<0.01%-11,03413F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp100,000$1.71M0.08%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC96,812$1.66M0.01%-8,69213F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC89,699$1.62M0.11%+4,65213F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC93,534$1.6M0.02%+57,86413F-HRTimelineGroup
D.A. DAVIDSON & CO.83,645$1.43M0.01%+58113F-HRTimeline
UBS Group AGin group UBS Group AG78,842$1.35M<0.01%-2,94013F-HRTimelineGroup
&PARTNERS78,243$1.34M0.01%+6,91413F-HRTimeline
NewEdge Advisors, LLC76,603$1.31M<0.01%+11,86913F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC72,775$1.24M0.06%-6,70013F-HRTimeline
MML INVESTORS SERVICES, LLC70,284$1.2M<0.01%-4,89513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …66,933$1.14M0.01%-1,16513F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC66,297$1.13M0.03%+10,00013F-HRTimeline
Independent Advisor Alliance60,360$1.03M0.01%new13F-HRTimeline
Advisory Advocates, LLC57,899$990K1.01%+2,30213F-HRTimeline
Beverly Hills Private Wealth, LLC50,831$869K0.14%+21,74213F-HRTimeline
DCF Advisers, LLC50,000$855K0.32%013F-HRTimeline
WealthTrust Axiom LLC49,082$839K0.21%+8,18713F-HRTimeline
Clear Creek Financial Management, LLC44,800$766K0.06%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC43,487$744K0.09%013F-HRTimeline
Private Advisor Group, LLC43,213$739K<0.01%+3,41713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,302$689K<0.01%+3,25813F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO37,673$644K0.01%013F-HRTimeline
GRACE & WHITE INC /NY36,560$625K0.11%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,324$621K<0.01%-2,80013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP35,622$609K0.04%+4,64713F-HRTimeline
Janney Montgomery Scott LLC33,023$565K<0.01%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC29,700$508K0.12%013F-HRTimeline
Karpus Management, Inc.29,393$503K0.02%-245,51713F-HRTimeline
Advisors Asset Management, Inc.26,362$451K0.01%new13F-HRTimeline
Cetera Investment Advisers25,591$438K<0.01%-1,65513F-HRTimeline
Joel Isaacson & Co., LLC24,867$425K0.01%013F-HRTimeline
Meridian Wealth Management, LLC24,456$418K0.01%-1,40013F-HRTimeline
Closed-End Fund Advisors, Inc.24,040$411K0.42%+2,74213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…22,857$391K0.01%+72313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC20,266$347K<0.01%-80813F-HRTimelineGroup
Roundview Capital LLC19,281$330K0.02%+813F-HRTimeline
NWF Advisory Services Inc.19,250$329K0.04%-1,70013F-HRTimeline
Sather Financial Group Inc19,159$328K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,481$316K0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,635$302K<0.01%-31813F-HRTimeline
Stolper Co17,596$301K0.09%+15,92513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,363$297K<0.01%+10313F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.16,710$286K0.19%-3,94013F-HRTimeline
WestHill Financial Advisors, Inc.16,168$276K0.05%013F-HRTimeline
Z3 Capital Partners, LLC15,566$266K0.07%-3,95913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,493$265K<0.01%-3,06713F-HRTimelineGroup
Waverly Advisors, LLC15,252$261K<0.01%+5113F-HRTimeline
Wealthspire Advisors, LLC14,678$251K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning14,609$250K<0.01%new13F-HRTimelineGroup
Nitor Capital Management LLC14,151$242K0.19%013F-HRTimeline
GREENWOOD GEARHART LLC14,128$242K0.01%013F-HRTimeline
HANOVER ADVISORS INC13,976$239K0.1%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,550$215K<0.01%-36813F-HRTimelineGroup
Horizon Wealth Management, LLC12,503$214K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,212$203K<0.01%+1,01413F-HRTimelineGroup
DECISION INVESTMENTS, INC11,811$202K0.23%+17013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,583$198K<0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,500$197K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…11,164$191K<0.01%+50013F-HRTimeline
Camelot Portfolios, LLC10,851$186K0.14%013F-HRTimeline
Carnegie Lake Advisors LLC10,745$184K0.07%013F-HRTimeline
Basepoint Wealth LLC10,478$179K0.1%-2,71713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,124$173K<0.01%-3,93213F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.9,389$161K0.07%013F-HRTimeline
LANARK FINANCIAL, INC.8,393$144K0.01%+4713F-HRTimeline
Costello Asset Management, INC8,045$138K0.05%-43313F-HRTimeline
FINANCIAL CONSULATE, INC5,960$102K0.01%+6713F-HRTimeline
CWM, LLCin group CWM, LLC5,767$98.6K<0.01%-1013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors5,289$90.4K0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC5,000$85.5K<0.01%new13F-HRTimeline
Nemes Rush Group LLC3,826$65.4K0.01%+4313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,351$40.2K0.02%+15113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,719$29.4K<0.01%+1913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,539$26.3K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC1,060$18.1K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC1,000$17.1K0.01%013F-HRTimeline
Merrithew & Thorsten Inc922$15K0.01%+1013F-HRTimeline
Kilter Group LLC729$12.5K0.01%+813F-HRTimeline
Allworth Financial LP508$8.69K<0.01%+50013F-HRTimeline
AdvisorNet Financial, Inc500$8.55K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.460$7.87K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.329$5.63K<0.01%-73113F-HRTimeline
Nalls Sherbakoff Group, LLC312$5.33K<0.01%013F-HRTimeline
MAI Capital Management224$3.83K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…220$3.76K<0.01%-4,55413F-HRTimelineGroup
WPG Advisers, LLC209$3.57K<0.01%-22013F-HRTimeline
Lodestone Wealth Management LLC200$3.42K<0.01%013F-HR/ATimeline
Asset Dedication, LLC184$3.15K<0.01%013F-HRTimeline
NorthAvenue LLC184$3.15K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC167$2.86K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC75$1.28K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC18$311<0.01%013F-HRTimeline
Clean Yield Group0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
FNY Investment Advisers, LLC20$00%new13F-HRTimelineValue filed as zero, left out of ratios.