Skip to content
Disclosery

CRF CORNERSTONE TOTAL RETURN FD

Follow

COM (fund), issuer CIK 33934

88 managers (89 13F filers) reported a position in CRF shares at 2026-06-30, 26,460,408 shares in all. 12 filers opened a position and 17 filers sold out during the quarter.

Managers
88
13F filers
89
New
12
Added
50
Reduced
10
Sold out
17
Shares held by filers
26,460,408

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC3,533,467$25.4M0.48%-2,218,43313F-HRTimelineGroup
Alpine Global Management, LLC2,989,499$21.5M3.52%+9,38713F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP2,768,415$19.9M0.21%-3,14713F-HRTimelineGroup
Quarry LP2,525,950$18.1M2.86%-3,13913F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,349,542$16.9M0.32%+4,29613F-HRTimeline
LPL Financial LLC2,099,602$15.1M<0.01%+120,50913F-HRTimeline
Almitas Capital LLC1,572,309$11.3M2.7%+456,96113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,201,408$8.63M0.01%+319,23013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,009,329$7.25M<0.01%+160,41913F-HRTimelineGroup
Cable Car Capital, LP662,510$4.76M0.1%+12,51113F-HRTimeline
Advisory Solutions Group, LLC594,180$4.27M1.46%13F-HRTimeline
Yakira Capital Management, Inc.518,315$3.72M1.1%+13,15513F-HRTimeline
Cambridge Investment Research Advisors,…501,790$3.6M0.01%+46,12713F-HR/ATimeline
Perennial Investment Advisors, LLC500,924$3.6M0.24%+15,07813F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.270,000$1.94M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC265,416$1.91M<0.01%+31,94513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY237,677$1.71M<0.01%+6,01613F-HRTimelineGroup
PFG Investments, LLC231,737$1.66M0.06%+21,37513F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.190,486$1.37M<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.186,644$1.34M<0.01%+7,38213F-HRTimelineGroup
Cetera Investment Advisers172,308$1.24M<0.01%+9,90713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.145,192$1.04M0.04%+2,46913F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC143,051$1.03M0.63%+5,05013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd141,702$1.02M0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.122,033$876K0.04%-27,33913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC95,992$689K<0.01%+85,63213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV86,397$620K0.03%+34,38513F-HRTimeline
Mallini Complete Financial Planning LLC85,676$615K0.44%+6,71013F-HRTimeline
Farther Finance Advisors, LLC79,573$571K<0.01%+2,06813F-HRTimeline
Mirador Capital Partners LP79,017$567K0.07%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,544$485K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC66,621$463K0.01%+2,43313F-HRTimeline
Creative Planningin group Creative Planning61,531$442K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50,415$362K<0.01%+98013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,763$336K<0.01%+2,89313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd45,492$327K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED42,263$303K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC42,064$302K<0.01%+37413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding39,897$286K+237Timeline
FIRETHORN WEALTH PARTNERS, LLC35,959$258K0.08%+1,68713F-HRTimeline
Main Street Financial Solutions, LLC34,093$245K0.02%+7,02113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK30,000$215K<0.01%-2,60413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.29,834$214K<0.01%013F-HRTimelineGroup
Buska Wealth Management, LLC24,761$178K0.06%+74313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC24,457$176K<0.01%+1,06713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,808$171K<0.01%+66413F-HRTimelineGroup
BIP Wealth, LLC23,712$170K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.21,800$157K0.06%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,795$156K<0.01%+79513F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska20,901$150K0.01%-80613F-HRTimelineGroup
HF Advisory Group, LLC19,779$142K0.04%+72613F-HRTimeline
Mariner, LLCin group Mariner, LLC19,342$139K<0.01%-2,23513F-HRTimelineGroup
Clearstead Advisors, LLC18,653$134K<0.01%013F-HRTimeline
Marshall Financial Group, LLC18,065$130K0.02%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …17,797$128K0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC16,914$121K<0.01%+5,12413F-HRTimeline
UBS Group AGin group UBS Group AG16,796$121K<0.01%+9,58213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,603$112K<0.01%+3,80813F-HRTimelineGroup
Valmark Advisers, Inc.15,000$108K<0.01%+1,70013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,854$107K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.14,600$105K<0.01%+68713F-HRTimeline
CoreCap Advisors, LLC14,072$101K<0.01%+6,80013F-HRTimeline
Outlook Wealth Advisors, LLC13,607$97.7K0.02%+20013F-HRTimeline
Integrated Wealth Concepts LLC13,523$97.1K<0.01%+3,34713F-HRTimeline
RMR Wealth Builders12,489$89.7K0.01%new13F-HRTimeline
Meridian Wealth Management, LLC12,275$88.1K<0.01%-1713F-HRTimeline
HUB Investment Partners, LLC12,086$86.8K<0.01%+313F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,449$82.2K<0.01%+28613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,302$81.2K<0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC10,919$78.4K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC10,009$71.9K0.01%new13F-HRTimeline
Allworth Financial LP8,600$61.7K<0.01%013F-HRTimeline
Larson Financial Group LLC7,471$53.6K<0.01%+35013F-HRTimeline
NewEdge Advisors, LLC6,330$45.4K<0.01%+35613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,418$24.4K<0.01%+19313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,063$22K<0.01%-25513F-HRTimelineGroup
Aventura Private Wealth, LLC1,500$10.8K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc1,063$8K<0.01%+5013F-HRTimeline
AdvisorNet Financial, Inc1,002$7.19K<0.01%+4713F-HRTimeline
DUNCKER STREETT & CO INC1,000$7.18K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1,000$7.18K<0.01%013F-HRTimeline
GoalVest Advisory LLC940$6.75K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.623$4.47K<0.01%-39013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.600$4.31K<0.01%013F-HRTimeline
TSFG, LLC434$3K<0.01%+2413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC375$2.69K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4$26<0.01%+313F-HRTimelineGroup
Steward Partners Investment Advisory, L…0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.