Total Return Securities Fund - Closed End Fund (SWZ)

43 filings reported holding SWZ - Total Return Securities Fund - Closed End Fund as of Q2 2025.
Total Return Securities Fund - Closed End Fund (SWZ) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 6.02M shares of 13.6M outstanding shares and own 44.29% of the company stock.
Largest 10 shareholders include Allspring Global Investments Holdings, LLC (1.93M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (670K shares), LAZARD ASSET MANAGEMENT LLC (666K shares), CSS LLC/IL (525K shares), GARDNER RUSSO & QUINN LLC (434K shares), Saba Capital Management, L.P. (245K shares), Karpus Management, Inc. (237K shares), COMMONWEALTH EQUITY SERVICES, LLC (154K shares), North Ground Capital (150K shares), and Shaker Financial Services, LLC (140K shares).
This table shows the top 38 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.