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Disclosery

CRF CORNERSTONE TOTAL RETURN FD

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COM (fund), issuer CIK 33934

85 managers (85 13F filers) reported a position in CRF shares at 2025-06-30, 32,475,162 shares in all. 23 filers opened a position and 11 filers sold out during the quarter.

Managers
85
13F filers
85
New
23
Added
35
Reduced
14
Sold out
11
Shares held by filers
32,475,162

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC11,075,628$85.8M1.83%+11,040,62813F-HRTimelineGroup
Alpine Global Management, LLC2,878,112$22.3M5.29%+176,55313F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,775,870$21.5M0.66%+113,93413F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP2,442,757$18.9M0.31%new13F-HRTimelineGroup
Yakira Capital Management, Inc.1,991,852$15.4M5.69%+1,623,05313F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC1,954,887$15.2M0.84%new13F-HRTimeline
LPL Financial LLC1,657,295$12.8M<0.01%+450,88113F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC1,274,973$9.88M1.22%new13F-HRTimeline
Almitas Capital LLC831,088$6.44M1.63%new13F-HRTimeline
Ursa Fund Management, LLC725,000$5.62M14.04%+675,00013F-HRTimeline
Cable Car Capital, LP661,660$5.13M2.22%-90813F-HR/ATimeline
Quarry LP512,133$3.97M0.92%+504,78213F-HRTimeline
Perennial Investment Advisors, LLC457,215$3.54M0.34%+51,07513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC399,919$3.1M<0.01%+117,77513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.290,000$2.25M<0.01%+260,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.274,499$2.13M<0.01%+92,54113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY237,339$1.84M<0.01%-50,41613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC208,062$1.61M<0.01%+6,31713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.191,398$1.48M0.07%+45,51813F-HRTimelineGroup
PFG Investments, LLC179,492$1.39M0.08%+44,81113F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.153,582$1.19M0.03%new13F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC110,001$853K0.69%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.92,585$718K<0.01%-1,19713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.86,151$668K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC75,791$595K0.02%-2,70013F-HRTimeline
Mallini Complete Financial Planning LLC64,424$499K0.63%+7,82013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,958$488K<0.01%+52013F-HRTimelineGroup
Atria Wealth Solutions, Inc.51,398$404K0.01%-114,62013F-HRTimeline
Cetera Investment Advisers48,911$379K<0.01%+1,55113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,959$364K<0.01%+3313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,300$289K<0.01%+27713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV36,516$283K0.02%+3,19013F-HRTimeline
FMR LLCin group FMR LLC36,204$281K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC34,090$264K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,896$247K<0.01%-42,71013F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK30,000$232K<0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC29,957$232K0.1%+1,39713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.28,110$218K<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC24,293$188K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,387$166K<0.01%+3,89313F-HRTimelineGroup
Vantage Financial Partners, LLC20,489$159K0.04%-2,89713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska20,378$155K0.02%+1,13513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,500$151K<0.01%-2,68513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC19,073$148K<0.01%+2,04113F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC17,837$138K<0.01%new13F-HRTimelineGroup
HF Advisory Group, LLC17,196$133K0.05%+60213F-HRTimeline
Cambridge Investment Research Advisors,…16,360$127K<0.01%-7,14213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,880$115K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC14,873$115K<0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,854$115K<0.01%013F-HRTimelineGroup
Main Street Financial Solutions, LLC14,578$113K0.01%+68013F-HRTimeline
Outlook Wealth Advisors, LLC14,179$110K0.03%013F-HRTimeline
Moors & Cabot, Inc.13,726$106K<0.01%new13F-HRTimeline
Private Advisor Group, LLC13,007$101K<0.01%+2,05413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.12,818$99.3K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.12,667$98.2K<0.01%+66713F-HRTimeline
Fisher Asset Management, LLC12,508$96.9K<0.01%-74,72713F-HRTimeline
Brookwood Investment Group LLC11,471$88.9K0.01%-1,05813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,042$87.6K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,000$77.5K<0.01%new13F-HRTimelineGroup
Allworth Financial LP8,600$66.7K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,657$51.6K0.02%new13F-HRTimelineGroup
NewEdge Advisors, LLC5,181$40.2K<0.01%+37513F-HRTimeline
CoreCap Advisors, LLC4,235$32.8K<0.01%-1,00013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,729$28.9K<0.01%+3,35713F-HRTimelineGroup
NFSG Corp3,700$28.7K<0.01%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,685$28.6K0.01%013F-HRTimeline
Red Tortoise LLC3,202$24.8K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,057$23.7K<0.01%-1,298,33213F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.3,000$23.2K0.02%013F-HRTimeline
Aventura Private Wealth, LLC1,500$11.6K0.01%+50013F-HRTimeline
IFP Advisors, Inc1,350$10.5K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…1,000$7.75K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc835$6.47K<0.01%+28013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.600$4.65K0.01%13F-HRTimeline
MAI Capital Management400$3.1K<0.01%+20013F-HRTimeline
TSFG, LLC355$3K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.335$2.64K<0.01%+1813F-HRTimeline
Wood Tarver Financial Group, LLC318$2K<0.01%+8013F-HRTimeline
CWM, LLCin group CWM, LLC268$2K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26$202<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$11<0.01%-18313F-HRTimelineGroup
Steward Partners Investment Advisory, L…0$3<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
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%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.