SRH Total Return Fund, Inc. STEW
18.52 USD -0.43 (-2.30%)
Nov 5, 2026, 3:45 PM EST
18.50 Day range 19.22
16.55 52-week range 19.22
- YTD
- -0.13%
- 1 year
- +5.20%
Held by funds
2 US ETFs and mutual funds hold STEW · largest positions
Ownership
Held by insiders 47.08%
Held by institutions 20.58%
Float held by institutions 38.89%
Institutions 142
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Atlas Wealth LLC | 3.64% | 3,511,313 | 66.61M | Jun 29, 2026 |
| Morgan Stanley | 2.15% | 2,074,631 | 39.36M | Jun 29, 2026 |
| JP Wealth Management, Inc. | 1.63% | 1,572,713 | 29.83M | Sep 29, 2026 |
| Bulldog Investors, LLP | 1.40% | 1,347,582 | 25.56M | Jun 29, 2026 |
| 1607 Capital Partners, LLC | 0.93% | 899,421 | 17.06M | Jun 29, 2026 |
| Pathstone Holdings, LLC | 0.92% | 891,906 | 16.92M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Special Opportunities Fund, Inc. | 1.16% | 1,116,522 | 21.18M | Jun 29, 2026 |
| Cohen & Steers Closed-End Opportunity Fund, Inc. | 0.27% | 256,158 | 4.86M | Jun 29, 2026 |
| SWISS HELVETIA FUND, INC.-Total Return Securities Fund | 0.24% | 230,000 | 4.36M | Jun 29, 2026 |
| Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy | 0.16% | 150,000 | 2.85M | Jun 29, 2026 |
| Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF | 0.03% | 27,031 | 512.78K | Jul 30, 2026 |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 0.00% | 1,785 | 33.86K | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| HEMMER JACOB E | Director | Purchase | May 20, 2026 | 0 |
| LOONEY JOEL W | President | Purchase | Jul 30, 2025 | 74,308 |