Total Return Securities Fund — Institutional Ownership
Which tracked institutions hold SWZ, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
5
Funds holding
$470726
Total value held
Buying
4 added/new · 1 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $305537 | 51524 | +9252 | +21.89% |
| 2 | Raymond James Financial Inc | $98379 | 16590 | +2650 | +19.01% |
| 3 | Wells Fargo & Company/Mn | $65715 | 10565 | +730 | +7.42% |
| 4 | Royal Bank Of Canada | $1000 | 249 | — | NEW BUY |
| 5 | Pnc Financial Services Group, Inc. | $95 | 16 | -8 | -33.33% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.