Who owns Total Return Securities Fund (SWZ)? Elite investor 13F holders
3 tracked elite investors reported holding Total Return Securities Fund as of 2026-06-30, including Saba Capital, Gardner Russo & Quinn, GAMCO. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
3 tracked investors currently reported holding · Latest report period: 2026-06-30
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Saba Capital | Total Return Securities Fund | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2400235.00 USD | 404080.000000 | Shares | hold | Original filing |
| Gardner Russo & Quinn | Total Return Securities Fund | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 580140.00 USD | 97667.000000 | Shares | hold | Original filing |
| GAMCO | Total Return Securities Fund | SHARE | 2026-06-30 | 2026-08-12 00:00:00 | 190650.00 USD | 32096.000000 | Shares | hold | Original filing |
| Ancora Advisors / Ancora Holdings | Total Return Securities Fund | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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