Cambridge Investment Research Advisors, Inc.
Position in STEW — SRH Total Return Fund, Inc.
CIK 1419186
FAIRFIELD, IA
Position in STEW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,432,198
+$168,449 QoQ
Shares Held
135,877
+2.6% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 129 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in STEW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. STEW ranks #60 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in STEW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,432,198 | 135,877 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,263,749 | 132,383 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,319,520 | 125,109 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,219,315 | 122,209 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,896,728 | 107,281 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,969,173 | 114,155 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,742,767 | 108,787 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,608,234 | 101,787 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,334,555 | 91,722 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,253,955 | 83,264 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,089,252 | 78,533 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $997,811 | 76,873 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $848,764 | 63,913 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $780,553 | 63,563 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $814,235 | 64,113 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $662,243 | 60,868 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $804,163 | 67,294 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,193,088 | 80,451 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $645,162 | 45,402 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $572,356 | 43,658 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $598,468 | 44,200 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $112,725 | 10,119 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $139,240 | 13,924 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $126,454 | 13,424 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $93,766 | 10,192 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||