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Disclosery

CRF CORNERSTONE TOTAL RETURN FD

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COM (fund), issuer CIK 33934

83 managers (84 13F filers) reported a position in CRF shares at 2025-09-30, 30,247,502 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
83
13F filers
84
New
15
Added
32
Reduced
18
Sold out
12
Shares held by filers
30,247,502

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC11,464,750$92.2M1.87%+389,12213F-HRTimelineGroup
Alpine Global Management, LLC3,374,217$27.1M5.58%+496,10513F-HR/ATimeline
BOOTHBAY FUND MANAGEMENT, LLC3,036,684$24.4M0.62%+260,81413F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP2,574,825$20.7M0.29%+132,06813F-HRTimelineGroup
LPL Financial LLC1,780,223$14.3M<0.01%+122,92813F-HRTimeline
Yakira Capital Management, Inc.1,596,540$12.8M4.78%-395,31213F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC1,346,454$10.8M0.62%-608,43313F-HRTimeline
Cable Car Capital, LP661,450$5.32M2.28%-21013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.667,898$5.25M0.01%+393,39913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC503,559$4.05M<0.01%+103,64013F-HRTimelineGroup
Perennial Investment Advisors, LLC461,291$3.71M0.31%+4,07613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.290,000$2.33M<0.01%013F-HRTimelineGroup
Quarry LP262,596$2.11M0.52%-249,53713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY244,471$1.97M<0.01%+7,13213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC205,433$1.65M<0.01%-2,62913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.201,693$1.62M0.07%+10,29513F-HRTimelineGroup
PFG Investments, LLC192,335$1.55M0.08%+12,84313F-HRTimeline
Cetera Investment Advisers133,281$1.07M<0.01%+84,37013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.121,921$980K<0.01%+29,33613F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC110,001$884K0.64%013F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.100,410$807K0.02%-53,17213F-HR/ATimelineGroup
Mallini Complete Financial Planning LLC68,548$551K0.45%+4,12413F-HRTimeline
Chicago Partners Investment Group LLC61,762$497K0.01%-14,02913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,001$394K<0.01%+2,04213F-HRTimelineGroup
AMERIFLEX GROUP, INC.46,000$370K0.14%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,762$320K<0.01%+2,46213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV37,999$306K0.02%+1,48313F-HRTimeline
Aptus Capital Advisors, LLC34,090$274K<0.01%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC31,301$252K0.1%+1,34413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,371$244K<0.01%-32,58713F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK30,000$241K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding29,234$235K+7,847Timeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.28,236$227K<0.01%+12613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC24,293$195K<0.01%013F-HRTimelineGroup
Buska Wealth Management, LLC23,153$186K0.06%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …22,178$178K0.02%new13F-HR/ATimelineGroup
BECKER CAPITAL MANAGEMENT INC21,785$175K0.01%new13F-HRTimeline
Vantage Financial Partners, LLC20,888$168K0.04%+39913F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska20,556$165K0.02%+17813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC19,557$157K<0.01%+48413F-HRTimelineGroup
Marshall Financial Group, LLC18,065$145K0.03%new13F-HRTimeline
HF Advisory Group, LLC17,774$143K0.05%+57813F-HRTimeline
Cambridge Investment Research Advisors,…16,746$135K<0.01%+38613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,854$119K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC14,369$116K<0.01%-50413F-HRTimeline
Moors & Cabot, Inc.14,251$115K<0.01%+52513F-HRTimeline
Fisher Asset Management, LLC14,168$114K<0.01%+1,66013F-HRTimeline
Outlook Wealth Advisors, LLC13,758$111K0.03%-42113F-HRTimeline
Valmark Advisers, Inc.12,667$102K<0.01%013F-HRTimeline
Main Street Financial Solutions, LLC12,639$102K0.01%-1,93913F-HRTimeline
HUB Investment Partners, LLC12,225$98.3K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,993$96.4K<0.01%-82513F-HRTimelineGroup
Private Advisor Group, LLC11,790$94.8K<0.01%-1,21713F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,365$91.4K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,149$91.3K<0.01%+10713F-HRTimeline
Brookwood Investment Group LLC11,184$89.9K0.01%-28713F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.10,088$81.1K0.04%new13F-HRTimeline
Allworth Financial LP8,600$69.1K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,657$53.5K0.02%013F-HRTimelineGroup
NewEdge Advisors, LLC5,367$43.1K<0.01%+18613F-HRTimeline
NFSG Corp3,700$29.7K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,685$29.6K0.01%013F-HRTimeline
Red Tortoise LLC3,061$24.6K0.01%-14113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,000$24.1K0.02%013F-HRTimeline
CoreCap Advisors, LLC2,735$22K<0.01%-1,50013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,318$18.6K<0.01%-1,41113F-HRTimelineGroup
IFP Advisors, Inc2,000$16.1K<0.01%+65013F-HR/ATimeline
Aventura Private Wealth, LLC1,500$12.1K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,000$8.04K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…1,000$8.04K<0.01%013F-HRTimeline
GoalVest Advisory LLC940$7.56K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc872$7.01K<0.01%+3713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.645$5.19K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.600$4.82K<0.01%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC500$4.02K<0.01%new13F-HRTimeline
MAI Capital Management400$3.22K<0.01%013F-HRTimeline
TSFG, LLC368$3K<0.01%+1313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…330$2.65K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC268$2K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG97$780<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26$209<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$12<0.01%+113F-HRTimelineGroup
Steward Partners Investment Advisory, L…0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.