Srh Total Return Fund Inc
$18.51-0.3%
+$72.9M
Net Activity
+23.92% total shares
Institutions Holding
128
Popularity Rank
#4043
Avg Weight
0.52%
Total Value
$349.0M
128 institutions currently hold STEW, with 57 net buyers and 45 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
45
Net Buying Institutions
57
Top 5 by Value
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Across its top 20 institutional holders, STEW's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 27/100).
STEW ranks #4043 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
STEW is a top-conviction position for JP Wealth Management, Inc. — at 17.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in STEW belongs to Atlas Wealth LLC, but the position matters far more to JP Wealth Management, Inc., who has 17.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Shaker Financial Services, LLC has added to its STEW position for two straight quarters, increasing it by $3.3M to reach $5.3M today.
Thomas J. Herzfeld Advisors, Inc. has trimmed its STEW position for two straight quarters, cutting it by $7.1M while still holding $6.8K.
STEW is down 0.3% today, but institutions show net buying of $72.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$80.6M
Total Buy Value
$12.3M
Total Sell Value
57
Net Buyers
45
Net Sellers
STEW
Q2 2026
Top 5 Institutional Movers
+$62.9M
-$2.6M
+$2.1M
STEW does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
101507101
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Access STEW's institutional ownership data programmatically:
REST API
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