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SRH Total Return Fund, Inc.

Institutional holders · 13F as of Mar 31, 2026

128 holders

HolderValueShares% of shares
FLPUTNAM INVESTMENT MANAGEMENT CO$644.2K37,673—
READYSTATE ASSET MANAGEMENT LP$574.3K30,975—
Almitas Capital LLC$532.5K28,719—
MONETARY MANAGEMENT GROUP INC$507.9K29,700—
Cetera Investment Advisers$505.1K27,246—
KARPUS MANAGEMENT, INC.$502.6K29,393—
Meridian Wealth Management, LLC$479.4K25,856—
Joel Isaacson & Co., LLC$461.0K24,867—
Advisors Asset Management, Inc.$450.8K26,362—
Calamos Advisors LLC$448.6K24,196—
LEVEL FOUR ADVISORY SERVICES, LLC$410.4K22,134—
Closed-End Fund Advisors, Inc.$394.9K21,298—
NWF Advisory Services Inc.$388.4K20,950—
INTEGRATED CAPITAL MANAGEMENT, INC.$382.9K20,650—
Heritage Wealth Management, Inc.$368.1K19,856—
Roundview Capital LLC$357.3K19,273—
Sather Financial Group Inc$355.2K19,159—
GUGGENHEIM CAPITAL LLC$346.5K20,266—
Kestra Advisory Services, LLC$344.1K18,560—
Ancora Advisors LLC$342.6K18,481—
COMMONWEALTH EQUITY SERVICES, LLC$332.8K17,953—
Stratos Wealth Partners, LTD.$320.0K17,260—
Dakota Wealth Management$317.9K17,145—
WestHill Financial Advisors, Inc.$299.8K16,168—
Waverly Advisors, LLC$281.8K15,201—
Wealthspire Advisors, LLC$272.1K14,678—
Nitor Capital Management LLC$262.4K14,151—
Citadel Advisors LLC$260.6K14,056—
HANOVER ADVISORS INC$259.1K13,976—
High Falls Advisors, Inc$245.5K13,240—
Basepoint Wealth LLC$244.6K13,195—
GREENWOOD GEARHART LLC$241.6K14,128—
Horizon Wealth Management, LLC$231.8K12,503—
DECISION INVESTMENTS, INC$215.8K11,641—
STEPHENS INC /AR$214.7K11,583—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$214.6K12,550—
JONES FINANCIAL COMPANIES LLLP$207.6K11,198—
Camelot Portfolios, LLC$201.2K10,851—
Carnegie Lake Advisors LLC$199.2K10,745—
Steward Partners Investment Advisory, LLC$197.7K10,664—
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$196.7K11,500—
Mariner, LLC$186.5K10,058—
CALDWELL SUTTER CAPITAL, INC.$174.1K9,389—
Costello Asset Management, INC$157.2K8,478—
NBC SECURITIES, INC.$154.8K8,346—
Global Retirement Partners, LLC$148.4K8,005—
JPMORGAN CHASE & CO$117.2K6,320—
FINANCIAL CONSULATE, INC$109.3K5,893—
Nemes Rush Group LLC$70.1K3,783—
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$40.8K2,200—
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