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SRH Total Return Fund, Inc.

Institutional holders · 13F as of Dec 31, 2025

128 holders

HolderValueShares% of shares
Morgan Stanley$43.80M2,362,659—
JP Wealth Management, Inc.$27.36M1,475,715—
Bulldog Investors, LLP$23.06M1,243,823—
Pathstone Holdings, LLC$17.31M933,477—
1607 Capital Partners, LLC$16.05M865,815—
Allspring Global Investments Holdings, LLC$12.20M658,204—
GatePass Capital, LLC$8.06M434,660—
LPL Financial LLC$8.00M446,897—
CSS LLC/IL$7.90M461,965—
B. Riley Wealth Advisors, Inc.$7.39M398,545—
Thomas J. Herzfeld Advisors, Inc.$7.08M382,005—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$6.00M350,678—
BANK OF AMERICA CORP /DE$5.15M277,547—
Quantedge Capital Pte Ltd$4.28M231,103—
RAYMOND JAMES FINANCIAL INC$4.05M218,385—
FLAGSHIP HARBOR ADVISORS, LLC$3.86M208,370—
SRH ADVISORS, LLC$3.50M188,773—
Matisse Capital$3.34M180,000—
RPO LLC$3.13M168,990—
EVOLVE PRIVATE WEALTH, LLC$2.96M159,690—
Kingdom Financial Group LLC.$2.92M163,061—
Royal Bank of Canada$2.91M170,172—
WELLS FARGO & COMPANY/MN$2.82M152,079—
AQR Arbitrage LLC$2.54M137,083—
PRINCIPAL SECURITIES, INC.$2.28M133,164—
ENVESTNET ASSET MANAGEMENT INC$2.18M117,782—
HighTower Advisors, LLC$2.12M114,164—
CAPSTONE INVESTMENT ADVISORS, LLC$2.07M111,819—
Shaker Financial Services, LLC$2.01M108,639—
SouthState Bank Corp$1.85M100,000—
UHLMANN PRICE SECURITIES, LLC$1.62M89,699—
Wolverine Asset Management, LLC$1.60M93,534—
UBS Group AG$1.52M81,782—
KINGSWOOD WEALTH ADVISORS, LLC$1.47M79,475—
D.A. DAVIDSON & CO.$1.43M83,645—
&PARTNERS$1.34M78,243—
MML INVESTORS SERVICES, LLC$1.27M70,790—
OPPENHEIMER & CO INC$1.26M68,098—
NewEdge Advisors, LLC$1.20M64,734—
Beverly Hills Private Wealth, LLC$1.06M59,365—
BOOTHBAY FUND MANAGEMENT, LLC$1.04M56,297—
DCF Advisers, LLC$927.0K50,000—
Clear Creek Financial Management, LLC$830.6K44,800—
WealthTrust Axiom LLC$758.2K40,895—
TWIN FOCUS CAPITAL PARTNERS, LLC$743.6K43,487—
Private Advisor Group, LLC$737.8K39,796—
STIFEL FINANCIAL CORP$725.4K39,124—
OSAIC HOLDINGS, INC.$686.8K37,044—
GRACE & WHITE INC /NY$677.8K36,560—
IFG Advisory, LLC$653.5K35,248—
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