13F

Stock

SRH Total Return Fund, Inc.

STEW · held by 129 managers

Reported value

$280.7M

Holders

129

+0 new · −0 exited

Holders’ est. mark

$1.89M

Price effect on 8 books still in the name

Largest holder

$43.8M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.36M$43.8M$895.9KAdded$988.8K
JP Wealth Management, Inc.1.48M$27.4MHeld
Bulldog Investors, LLP1.24M$23.1MHeld
Pathstone Holdings, LLC933.5K$17.3MHeld
1607 Capital Partners, LLC865.8K$16.1MHeld
Allspring Global Investments Holdings, LLC658.2K$12.2MHeld
CSS LLC/IL462K$8.56MHeld
GatePass Capital, LLC434.7K$8.06MHeld
B. Riley Wealth Advisors, Inc.398.5K$7.39MHeld
LPL Financial LLC393.7K$7.3MHeld
Thomas J. Herzfeld Advisors, Inc.382K$7.08MHeld
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC327.1K$6.06MHeld
BANK OF AMERICA CORP /DE/277.5K$5.15M$105.5KCut−$215.1K
Karpus Management, Inc.274.9K$5.1MHeld
Quantedge Capital Pte Ltd231.1K$4.28MHeld
RAYMOND JAMES FINANCIAL INC218.4K$4.05MHeld
FLAGSHIP HARBOR ADVISORS, LLC208.4K$3.86M$805.9KAdded$924.5K
ROYAL BANK OF CANADA195K$3.62MHeld
SRH ADVISORS, LLC188.8K$3.5MHeld
Matisse Capital180K$3.34MHeld
RPO LLC169K$3.13MHeld
EVOLVE PRIVATE WEALTH, LLC159.7K$2.96MHeld
Kingdom Financial Group LLC.154.5K$2.86MHeld
WELLS FARGO & COMPANY/MN152.1K$2.82MHeld
AQR Arbitrage LLC137.1K$2.54MHeld
PRINCIPAL SECURITIES, INC.136.4K$2.53MHeld
ENVESTNET ASSET MANAGEMENT INC117.8K$2.18MHeld
HighTower Advisors, LLC114.2K$2.12MHeld
CAPSTONE INVESTMENT ADVISORS, LLC111.8K$2.07MHeld
Shaker Financial Services, LLC108.6K$2.01MHeld
SouthState Bank Corp100K$1.85MHeld
UHLMANN PRICE SECURITIES, LLC85K$1.58MHeld
D.A. DAVIDSON & CO.83.1K$1.54MHeld
UBS Group AG81.8K$1.52MHeld
KINGSWOOD WEALTH ADVISORS, LLC79.5K$1.47MHeld
MML INVESTORS SERVICES, LLC75.2K$1.39MHeld
&PARTNERS71.3K$1.32MHeld
OPPENHEIMER & CO INC68.1K$1.26MHeld
NewEdge Advisors, LLC64.7K$1.2MHeld
BOOTHBAY FUND MANAGEMENT, LLC56.3K$1.04MHeld
Advisory Advocates, LLC55.6K$1.03MHeld
DCF Advisers, LLC50K$927KHeld
Clear Creek Financial Management, LLC44.8K$830.6KHeld
TWIN FOCUS CAPITAL PARTNERS, LLC43.5K$806.2KHeld
WealthTrust Axiom LLC40.9K$758.2KHeld
Private Advisor Group, LLC39.8K$737.8KHeld
STIFEL FINANCIAL CORP39.1K$725.4KHeld
FLPUTNAM INVESTMENT MANAGEMENT CO37.7K$698.5KHeld
OSAIC HOLDINGS, INC.37K$686.8KHeld
GRACE & WHITE INC /NY36.6K$677.8KHeld
WOLVERINE ASSET MANAGEMENT LLC35.7K$661.3KHeld
IFG Advisory, LLC35.2K$653.5KHeld
READYSTATE ASSET MANAGEMENT LP31K$574.3KHeld
MONETARY MANAGEMENT GROUP INC29.7K$550.6KHeld
Beverly Hills Private Wealth, LLC29.1K$539.3KHeld
Almitas Capital LLC28.7K$532.5KHeld
Cetera Investment Advisers27.2K$505.1KHeld
Meridian Wealth Management, LLC25.9K$479.4KHeld
Joel Isaacson & Co., LLC24.9K$461KHeld
Calamos Advisors LLC24.2K$448.6KHeld
LEVEL FOUR ADVISORY SERVICES, LLC22.1K$410.4KHeld
Closed-End Fund Advisors, Inc.21.3K$394.9KHeld
GUGGENHEIM CAPITAL LLC21.1K$390.7KHeld
NWF Advisory Services Inc.20.9K$388.4K$83.1KAdded$141.5K
INTEGRATED CAPITAL MANAGEMENT, INC.20.6K$382.9KHeld
Heritage Wealth Management, Inc.19.9K$368.1KHeld
Z3 Capital Partners, LLC19.5K$362KHeld
Roundview Capital LLC19.3K$357.3KHeld
Sather Financial Group Inc19.2K$355.2KHeld
Kestra Advisory Services, LLC18.6K$344.1KHeld
Ancora Advisors LLC18.5K$342.6KHeld
COMMONWEALTH EQUITY SERVICES, LLC18K$332.8KHeld
Stratos Wealth Partners, LTD.17.3K$320KHeld
Dakota Wealth Management17.1K$317.9KHeld
WestHill Financial Advisors, Inc.16.2K$299.8KHeld
Waverly Advisors, LLC15.2K$281.8KHeld
Wealthspire Advisors, LLC14.7K$272.1KHeld
Nitor Capital Management LLC14.2K$262.4KHeld
GREENWOOD GEARHART INC14.1K$261.9KHeld
Citadel14.1K$260.6KHeld
HANOVER ADVISORS INC14K$259.1KHeld
High Falls Advisors, Inc13.2K$245.5KHeld
Basepoint Wealth LLC13.2K$244.6KHeld
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12.9K$239.5KHeld
Horizon Wealth Management, LLC12.5K$231.8KHeld
DECISION INVESTMENTS, INC11.6K$215.8KHeld
STEPHENS INC /AR/11.6K$214.7KHeld
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11.5K$213.2KHeld
JONES FINANCIAL COMPANIES LLLP11.2K$207.6KHeld
Camelot Portfolios, LLC10.9K$201.2KHeld
Carnegie Lake Advisors LLC10.7K$199.2KHeld
Steward Partners Investment Advisory, LLC10.7K$197.7KHeld
Mariner, LLC10.1K$186.5KHeld
CALDWELL SUTTER CAPITAL, INC.9.39K$174.1KHeld
Costello Asset Management, INC8.48K$157.2KHeld
NBC SECURITIES, INC.8.35K$154.8KHeld
Global Retirement Partners, LLC8.01K$148.4KHeld
JPMORGAN CHASE & CO6.32K$117.2KHeld
FINANCIAL CONSULATE, INC5.89K$109.3KHeld
PNC Financial Services Group, Inc.4.77K$88.5KHeld
Nemes Rush Group LLC3.78K$70.1KHeld
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.2.2K$40.8KHeld
COMERICA BANK1.76K$32.6KHeld
Rockefeller Capital Management L.P.1.7K$31.5KHeld
MCF Advisors LLC1.06K$19.7KHeld
Pinnacle Wealth Planning Services, Inc.1.06K$19.7KHeld
OPTIMA CAPITAL LLC1K$18.5KHeld
Game Plan Financial Advisors, LLC1K$18.5KHeld
Kilter Group LLC721$13.4K$267Added$397
AdvisorNet Financial, Inc500$9.27KHeld
WPG Advisers, LLC429$7.95KHeld
Nalls Sherbakoff Group, LLC312$5.78K$118Added$118
COHEN & STEERS, INC.226.2K$4.19KHeld
MAI Capital Management224$4.15KHeld
Lodestone Wealth Management LLC200$3.71KHeld
Winning Points Advisors, LLC184.2K$3.41KHeld
Asset Dedication, LLC184$3.41KHeld
NorthAvenue LLC184$3.41KHeld
ASSETMARK, INC167$3.1KHeld
Cambridge Investment Research Advisors, Inc.125.1K$2.32KHeld
PARK AVENUE SECURITIES LLC105.5K$1.96KHeld
Strategic Investment Solutions, Inc. /IL100$1.85K$38Added$38
Farther Finance Advisors, LLC18$334Held
Stolper Co1.67K$259Held
Allworth Financial LP8$148$4Added$4
CWM, LLC5.78K$107Held
IFC & Insurance Marketing, Inc.898$17Held
Merrithew & Thorsten Inc912$16Held
Clean Yield Group0$1Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.