# Total Return Securities Fund (SWZ) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 870875101
Page URL: https://superinvestorclub.com/stock/SWZ
Last updated: 2026-07-08T12:55:08.861Z

## Summary

As of the most recent 13F filing period, Total Return Securities Fund (SWZ) is held by 1 tracked superinvestors with an aggregate position value of $579,163 representing 097667 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Tom Russo](https://superinvestorclub.com/manager/30) | Gardner Russo & Gardner | 97667 | $579,163 | 0.01% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $2.0M aggregate, 0266253 shares
- 2023-12-31: 1 holders, $2.2M aggregate, 0270504 shares
- 2024-03-31: 1 holders, $2.2M aggregate, 0274948 shares
- 2024-06-30: 1 holders, $2.3M aggregate, 0279368 shares
- 2024-09-30: 1 holders, $2.5M aggregate, 0283350 shares
- 2024-12-31: 1 holders, $2.2M aggregate, 0288801 shares
- 2025-03-31: 1 holders, $2.7M aggregate, 0293403 shares
- 2025-06-30: 1 holders, $2.8M aggregate, 0434237 shares
- 2025-09-30: 1 holders, $2.6M aggregate, 0434237 shares
- 2025-12-31: 1 holders, $909,884 aggregate, 0146284 shares
- 2026-03-31: 1 holders, $579,163 aggregate, 097667 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "Total Return Securities Fund (SWZ) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SWZ), aggregating SEC 13F, Form 4, and congressional disclosures."