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TOTAL RETURN SECURITIES FUND (SWZ)

Name: TOTAL RETURN SECURITIES FUND (SWZ) — Institutional ownership, SEC filings and insider activity
Creator: Sightfile
License: https://www.sec.gov/privacy#dissemination

Institutional ownership, SEC filings and insider activity

SEC CIK 0000813623 · EDGAR filings · Updated 2026-07-24

TOTAL RETURN SECURITIES FUND (SWZ) has 42 institutional managers reporting positions valued at $29.6M per the latest 13F reporting period.

Institutional managers

Reported 13F value

$29.6M

Insider activity

72 trans.

$574.6K net buying

Filings this week (2)

2026-07-24 — Insider transaction reported (Form 4)
2026-07-22 — Insider transaction reported (Form 4)

Every filing links to the official SEC document. Real-time filing alerts for this company are available inside the app.

Latest updates

2026-07-08 — Insider transaction reported (Form 4)
2026-07-07 — Insider transaction reported (Form 4)
2026-06-30 — Insider transaction reported (Form 4)
2026-06-22 — Insider transaction reported (Form 4)

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, TOTAL RETURN SECURITIES FUND has 42 institutional holders.

Insider activity

Insiders reported 72 transactions (35 buys, 25 sells) across 7 reporting insiders, with a net reported value of $574.6K.

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EUROPEAN EQUITY FD INC (EEA) · FUNDRISE INNOVATION FD LLC (VCX) · Schaeffler AG (SCAFF) · Private Bancorp of America, Inc. (PBAM) · MEXICO EQUITY & INCOME FD (MXE) · Sampo Oyj (SAXPF)

See full history, cross-references and alerts on Sightfile

Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-24.