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Disclosery

CRF CORNERSTONE TOTAL RETURN FD

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COM (fund), issuer CIK 33934

72 managers (72 13F filers) reported a position in CRF shares at 2025-03-31, 12,089,331 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
72
13F filers
72
New
16
Added
29
Reduced
14
Sold out
9
Shares held by filers
12,089,331

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Alpine Global Management, LLC2,701,559$19.4M5.27%-11,00113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,661,936$19.1M0.67%-38313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,301,389$9.34M<0.01%+996,66113F-HRTimelineGroup
LPL Financial LLC1,206,414$8.66M<0.01%+67,40413F-HRTimeline
Cable Car Capital, LP662,568$4.76M5.4%+2,64313F-HRTimeline
Perennial Investment Advisors, LLC406,140$2.92M0.33%+3,48713F-HRTimeline
Yakira Capital Management, Inc.368,799$2.65M1.08%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY287,755$2.07M<0.01%+67,21513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC282,144$2.03M<0.01%+112,93113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC201,745$1.45M<0.01%+1,64313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,958$1.31M<0.01%+83,61313F-HRTimelineGroup
Atria Wealth Solutions, Inc.166,018$1.2M0.01%-2,53913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.145,880$1.05M0.06%+7,01913F-HR/ATimelineGroup
PFG Investments, LLC134,681$967K0.06%-58513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC110,001$790K0.71%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.93,782$673K<0.01%-63,11913F-HRTimelineGroup
Fisher Asset Management, LLC87,235$626K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,606$536K<0.01%+51,42813F-HRTimelineGroup
Chicago Partners Investment Group LLC78,491$527K0.02%+1,38713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,438$448K<0.01%new13F-HR/ATimelineGroup
Mallini Complete Financial Planning LLC56,604$406K0.39%+17,05513F-HRTimeline
Ursa Fund Management, LLC50,000$359K1.27%new13F-HRTimeline
AMERIFLEX GROUP, INC.47,800$343K0.14%-4,00013F-HRTimeline
Cetera Investment Advisers47,360$340K<0.01%+6,32413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,926$337K<0.01%+1,96513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,023$266K<0.01%+7,19713F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC35,000$251K0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC34,090$245K<0.01%+11,12313F-HRTimeline
IEQ CAPITAL, LLC34,000$244K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV33,326$239K0.02%-54,10113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.30,000$215K<0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC28,560$205K0.1%+1,23413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC26,241$188K0.01%+68513F-HRTimeline
INTEGRITY ALLIANCE, LLC.24,772$178K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…23,502$169K<0.01%-2,33713F-HRTimeline
Vantage Financial Partners, LLC23,386$168K0.04%+75113F-HRTimeline
HighTower Advisors, LLC22,931$165K<0.01%+1,11013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,185$159K<0.01%+2,00013F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska19,243$138K0.02%+33413F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC17,786$128K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,494$126K<0.01%-2,80713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC17,032$122K<0.01%+2,01613F-HRTimelineGroup
HF Advisory Group, LLC16,594$119K0.05%-16913F-HRTimeline
BIP Wealth, LLC16,000$115K0.01%013F-HRTimeline
AE Wealth Management LLC14,873$107K<0.01%-2,68113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,854$107K<0.01%013F-HRTimelineGroup
Outlook Wealth Advisors, LLC14,179$102K0.03%013F-HRTimeline
Main Street Financial Solutions, LLC13,898$99.8K0.01%-17,95513F-HRTimeline
Brookwood Investment Group LLC12,529$90K0.02%13F-HRTimeline
HRT FINANCIAL LP12,172$87K<0.01%new13F-HRTimeline
Valmark Advisers, Inc.12,000$86.2K<0.01%new13F-HRTimeline
Aviance Capital Partners, LLC11,700$84K0.01%+70013F-HRTimeline
Private Advisor Group, LLC10,953$78.6K<0.01%+83513F-HRTimeline
Quarry LP7,351$52.8K0.01%+32913F-HRTimeline
CoreCap Advisors, LLC5,235$37.6K<0.01%-6,58513F-HRTimeline
NewEdge Advisors, LLC4,806$34.5K<0.01%+23313F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,685$26.5K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,000$21.5K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1,000$7.18K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC1,000$7.18K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc555$3.98K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…539$3.87K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…372$2.67K<0.01%013F-HRTimelineGroup
Semmax Financial Advisors Inc.317$2.16K<0.01%+1713F-HRTimeline
CWM, LLCin group CWM, LLC268$2K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC238$1.71K<0.01%013F-HRTimeline
MAI Capital Management200$1.44K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN184$1.32K<0.01%+213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26$168<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG3$22<0.01%-24,12013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Command Advisory Services, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.