SWZ Institutional Ownership

Total Return Securities Fund

Latest close $5.94 as of Aug 6, 2026

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Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices. Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
Free access includes current parsed ownership filings, reported share changes, and ownership-percentage changes. Filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and signal alerts require Investor or Pro. The overall institutional consensus preview remains public. Compare plans.
Cross-institution intelligence

Institutional Research

Each institution is compared with its own prior filing, then the latest institution-level directions are compared for breadth.

Latest filing Aug 3, 2026
Public consensus preview Mixed positioning 50/100 institutional research score
1 tracked institution Latest filing Aug 3, 2026

No institution has two comparable Schedule 13 observations yet.

Accumulating0
Unchanged0
Reducing0
Exited0

The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.

Price context

52-week position is market context and does not change the institutional consensus score.

52-week low$5.84 52-week high$6.43
Latest close $5.94 16.9% through the range

Tracked institutions

Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.

Latest observation Jun 30, 2026
Bank of America Aug 3, 2026 filed
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Beneficial ownership filing history

Showing 1 of 1 parsed filing(s)
Holder Observed / filed Reported change Shares Ownership Observation Filing Latest
Bank of America CIK0000070858 Jun 30, 2026 observed Aug 3, 2026 filed · 34d Initial Schedule 13G Initial Schedule 13G 869.2K 6.70% $5.94 $5.92 $5.94
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Related research

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Recent multi-institution accumulation

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