Data as of Q4 2025 (Dec 31, 2025)
SWZ

TOTAL RETURN SECURITIES FUND

Institutional Ownership · Q4 2025

Filing: Q4 2025

TOTAL RETURN SECURITIES FUND (SWZ) is held by 40 institutional investors with combined holdings of $54M. Major holders include Allspring Global Investme, CSS LLC/IL, North Ground Capital.

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Institutional Holders
40
Total Value
$54.0M
Ownership %
50.9%

🏦 Top Institutional Holders

Allspring Global Investments Holdings, LLC
2.1M shares
$13.2M
12.53% ownership
CSS LLC/IL
1.7M shares
$10.3M
9.77% ownership
North Ground Capital
661.1K shares
$4.1M
3.90% ownership
Matisse Capital
610.0K shares
$3.8M
3.59% ownership
Saba Capital Management, L.P.
605.2K shares
$3.8M
3.57% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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