Who Owns BOULDER GROWTH & INCOME FD ICO (STEW)? -- Institutional Holders (2026-06-30)

136 institutions reported holding $349.8M of BOULDER GROWTH & INCOME FD ICO (STEW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Atlas Wealth LLC ($62.9M), MORGAN STANLEY ($37.1M), JP Wealth Management, Inc. ($28.2M), Bulldog Investors, LLP ($24.1M), 1607 Capital Partners, LLC ($16.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Atlas Wealth LLC	$62.9M	3.5M	New
2	MORGAN STANLEY	$37.1M	2.1M	Trimmed
3	JP Wealth Management, Inc.	$28.2M	1.6M	Added
4	Bulldog Investors, LLP	$24.1M	1.3M	Added
5	1607 Capital Partners, LLC	$16.1M	899,421	Added
6	Pathstone Holdings, LLC	$16.0M	891,906	Trimmed
7	Allspring Global Investments Holdings, LLC	$15.3M	853,372	Added
8	CSS LLC/IL	$8.3M	461,965	Hold
9	LPL Financial LLC	$8.0M	446,897	Added
10	GatePass Capital, LLC	$7.9M	443,600	Added
11	B. Riley Wealth Advisors, Inc.	$7.2M	405,048	Added
12	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$6.7M	373,762	Added
13	Shaker Financial Services, LLC	$5.3M	298,716	Added
14	BANK OF AMERICA CORP /DE/	$5.1M	286,235	Added
15	COHEN & STEERS, INC.	$4.6M	256,158	Trimmed
16	Quantedge Capital Pte Ltd	$4.4M	245,103	Trimmed
17	Matisse Capital	$4.0M	226,000	Added
18	FLAGSHIP HARBOR ADVISORS, LLC	$3.8M	214,190	Added
19	RAYMOND JAMES FINANCIAL INC	$3.7M	204,363	Trimmed
20	RPO LLC	$3.2M	178,990	Hold
21	WOLVERINE ASSET MANAGEMENT LLC	$3.2M	178,469	Added
22	WELLS FARGO & COMPANY/MN	$3.1M	173,852	Added
23	Winning Points Advisors, LLC	$3.1M	172,065	Trimmed
24	SRH ADVISORS, LLC	$3.0M	164,822	Trimmed
25	Kingdom Financial Group LLC.	$2.9M	163,061	Added

Source: SEC Form 13F filings · as of 2026-06-30