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Disclosery

CRF CORNERSTONE TOTAL RETURN FD

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COM (fund), issuer CIK 33934

89 managers (90 13F filers) reported a position in CRF shares at 2025-12-31, 25,066,059 shares in all. 14 filers opened a position and 8 filers sold out during the quarter.

Managers
89
13F filers
90
New
14
Added
35
Reduced
17
Sold out
8
Shares held by filers
25,066,059

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC10,090,707$80.8M1.59%-1,374,04313F-HRTimelineGroup
Sculptor Capital LPin group Sculptor Capital LP2,714,710$21.7M0.26%+139,88513F-HRTimelineGroup
LPL Financial LLC1,885,667$15.1M<0.01%+105,44413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,269,891$10.2M0.26%-1,766,79313F-HRTimeline
Quarry LP1,260,432$10.1M1.65%+997,83613F-HRTimeline
Alpine Global Management, LLC1,211,454$9.7M2.19%-2,162,76313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.801,306$6.42M0.01%+133,40813F-HRTimelineGroup
Yakira Capital Management, Inc.798,556$6.4M2.15%-797,98413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC708,094$5.67M<0.01%+204,53513F-HRTimelineGroup
Cable Car Capital, LP661,503$5.3M0.33%+5313F-HRTimeline
Perennial Investment Advisors, LLC475,107$3.81M0.3%+13,81613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.290,000$2.32M<0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.269,987$2.16M0.1%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY237,993$1.91M<0.01%-6,47813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC234,386$1.88M<0.01%+28,95313F-HRTimeline
PFG Investments, LLC198,640$1.59M0.07%+6,30513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.182,599$1.46M0.06%-19,09413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.178,039$1.43M<0.01%+56,11813F-HRTimelineGroup
Cetera Investment Advisers149,998$1.2M<0.01%+16,71713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC116,177$931K<0.01%+85,80613F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC113,001$905K0.6%+3,00013F-HRTimeline
Almitas Capital LLC86,417$692K0.15%new13F-HRTimeline
Mallini Complete Financial Planning LLC71,906$576K0.46%+3,35813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,282$539K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC61,885$493K0.01%+12313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…51,106$409K<0.01%+2,10513F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV49,039$393K0.02%+11,04013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC48,453$388K0.02%-1,298,00113F-HRTimeline
HRT FINANCIAL LP48,414$387K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC48,222$386K0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,740$350K<0.01%+3,97813F-HRTimelineGroup
Aptus Capital Advisors, LLC34,090$273K<0.01%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC32,688$262K0.1%+1,38713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding30,494$244K+1,260Timeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK30,000$240K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.29,834$239K<0.01%+17,84113F-HRTimelineGroup
Buska Wealth Management, LLC23,396$187K0.07%+24313F-HRTimeline
Main Street Financial Solutions, LLC23,365$187K0.01%+10,72613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …22,178$178K0.02%013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC21,975$176K0.01%+19013F-HRTimeline
AMERIFLEX GROUP, INC.21,800$175K0.09%-24,20013F-HRTimeline
Mariner, LLCin group Mariner, LLC21,351$171K<0.01%+1,79413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,000$168K<0.01%-7,23613F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska20,546$165K0.02%-1013F-HRTimelineGroup
HF Advisory Group, LLC18,371$147K0.05%+59713F-HR/ATimeline
Marshall Financial Group, LLC18,065$145K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…17,548$141K<0.01%+80213F-HRTimeline
AE Wealth Management LLC16,014$128K<0.01%+1,64513F-HRTimeline
Moors & Cabot, Inc.15,309$123K0.01%+1,05813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,854$119K<0.01%013F-HRTimelineGroup
Vantage Financial Partners, LLC14,845$119K0.02%-6,04313F-HRTimeline
TWO SIGMA SECURITIES, LLC14,286$114K0.02%new13F-HRTimeline
Outlook Wealth Advisors, LLC13,758$110K0.02%013F-HRTimeline
Valmark Advisers, Inc.12,667$101K<0.01%013F-HRTimeline
Fisher Asset Management, LLC12,508$100K<0.01%-1,66013F-HRTimeline
HUB Investment Partners, LLC12,009$96.2K<0.01%-21613F-HRTimeline
Private Advisor Group, LLC11,790$94.4K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,309$91.5K<0.01%+16013F-HRTimeline
Brookwood Investment Group LLC11,184$89.6K0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC11,181$89.6K<0.01%-13,11213F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.10,904$87.3K<0.01%-46113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,000$80.1K<0.01%new13F-HR/ATimelineGroup
Destination Wealth Management10,000$80.1K<0.01%new13F-HRTimeline
Allworth Financial LP8,600$68.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC7,272$58.2K<0.01%+4,53713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,657$53.3K0.02%013F-HRTimelineGroup
NewEdge Advisors, LLC5,658$45.3K<0.01%+29113F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,685$29.5K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,055$24.5K<0.01%new13F-HRTimelineGroup
Red Tortoise LLC2,661$21.3K0.01%-40013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,318$18.6K<0.01%013F-HR/ATimelineGroup
Parallel Advisors, LLC2,005$16.1K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC1,500$12K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,000$8.01K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1,000$8.01K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc966$8K<0.01%new13F-HRTimeline
GoalVest Advisory LLC940$7.53K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…925$7.41K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc911$7.3K<0.01%+3913F-HRTimeline
HARBOUR INVESTMENTS, INC.623$4.99K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.600$4.81K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$4K<0.01%013F-HRTimeline
MAI Capital Management400$3.2K<0.01%013F-HRTimeline
TSFG, LLC388$3K<0.01%+2013F-HRTimeline
CWM, LLCin group CWM, LLC268$2K<0.01%013F-HRTimelineGroup
Parvin Asset Management, LLC70$561<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26$208<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$8<0.01%-113F-HRTimelineGroup
Steward Partners Investment Advisory, L…0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.