Skip to content
Disclosery

CRF CORNERSTONE TOTAL RETURN FD

Follow

COM (fund), issuer CIK 33934

95 managers (96 13F filers) reported a position in CRF shares at 2026-03-31, 26,376,217 shares in all. 18 filers opened a position and 10 filers sold out during the quarter.

Managers
95
13F filers
96
New
18
Added
42
Reduced
16
Sold out
10
Shares held by filers
26,376,217

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC5,751,900$40M0.81%-4,338,80713F-HRTimelineGroup
Alpine Global Management, LLC2,980,112$20.7M3.15%+1,768,65813F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP2,771,562$19.3M0.22%+56,85213F-HRTimelineGroup
Quarry LP2,529,089$17.6M3.54%+1,268,65713F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,345,246$16.3M0.38%+1,075,35513F-HRTimeline
LPL Financial LLC1,979,093$13.8M<0.01%+93,42613F-HRTimeline
Almitas Capital LLC1,115,348$7.75M1.75%+1,028,93113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.882,178$6.13M0.01%+80,87213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC848,910$5.9M<0.01%+140,81613F-HRTimelineGroup
Cable Car Capital, LP649,999$4.82M1.66%-11,50413F-HRTimeline
Yakira Capital Management, Inc.505,160$3.51M1.03%-293,39613F-HRTimeline
Perennial Investment Advisors, LLC485,846$3.38M0.27%+10,73913F-HRTimeline
Cambridge Investment Research Advisors,…455,663$3.17M0.01%+438,11513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.270,000$1.88M<0.01%-20,00013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC233,471$1.62M<0.01%-91513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY231,661$1.61M<0.01%-6,33213F-HRTimelineGroup
PFG Investments, LLC210,362$1.46M0.07%+11,72213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.179,262$1.25M<0.01%+1,22313F-HRTimelineGroup
Cetera Investment Advisers162,401$1.13M<0.01%+12,40313F-HRTimeline
Kovack Advisors, Inc.149,372$1.04M0.06%-120,61513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.142,723$992K0.05%-39,87613F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC138,001$959K0.62%+25,00013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC120,753$839K<0.01%+4,57613F-HRTimelineGroup
Mallini Complete Financial Planning LLC78,966$549K0.43%+7,06013F-HRTimeline
Farther Finance Advisors, LLC77,505$545K0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC64,188$459K0.01%+2,30313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52,012$361K0.02%+2,97313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,435$344K<0.01%-1,67113F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC48,455$337K0.02%+213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,870$305K<0.01%+13013F-HRTimelineGroup
Aptus Capital Advisors, LLC41,690$290K<0.01%+7,60013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,055$285K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding39,660$276K+9,166Timeline
Virtu Financial LLCin group Virtu Financial LLC38,605$268K0.01%-9,61713F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC34,272$238K0.09%+1,58413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK32,604$227K<0.01%+2,60413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.29,834$207K<0.01%013F-HRTimelineGroup
Main Street Financial Solutions, LLC27,072$188K0.01%+3,70713F-HRTimeline
Buska Wealth Management, LLC24,018$167K0.07%+62213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC23,390$163K<0.01%+1,41513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,144$161K<0.01%new13F-HRTimelineGroup
Secure Asset Management, LLC21,851$152K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.21,800$152K0.08%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska21,707$151K0.02%+1,16113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC21,577$150K<0.01%+22613F-HRTimelineGroup
Independent Advisor Alliance21,315$148K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,000$146K<0.01%013F-HRTimelineGroup
HF Advisory Group, LLC19,053$132K0.05%+68213F-HRTimeline
Clearstead Advisors, LLC18,653$130K<0.01%new13F-HRTimeline
HRT FINANCIAL LP18,400$127K<0.01%-30,01413F-HRTimeline
Marshall Financial Group, LLC18,065$126K0.02%013F-HRTimeline
AE Wealth Management LLC16,439$114K<0.01%+42513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,110$112K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,854$103K<0.01%013F-HR/ATimelineGroup
Moors & Cabot, Inc.13,913$96.7K<0.01%-1,39613F-HRTimeline
Outlook Wealth Advisors, LLC13,407$93.2K0.02%-35113F-HRTimeline
Valmark Advisers, Inc.13,300$92.4K<0.01%+63313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,727$88.5K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC12,292$85.4K<0.01%new13F-HRTimeline
HUB Investment Partners, LLC12,083$84K<0.01%+7413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,795$82K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC11,790$81.9K<0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,163$77.6K<0.01%+25913F-HRTimeline
Brookwood Investment Group LLC10,919$75.9K0.01%-26513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,360$72K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC10,176$70.7K<0.01%new13F-HRTimeline
Allworth Financial LP8,600$59.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC7,272$50.5K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG7,214$50.1K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC7,121$49.5K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,657$46.3K0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC5,974$41.5K<0.01%+31613F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,771$33.2K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,500$24.3K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,318$23.1K<0.01%+1,00013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,225$21.4K<0.01%+17013F-HR/ATimelineGroup
Red Tortoise LLC2,661$18.5K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,000$14K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,723$12K<0.01%+79813F-HRTimelineGroup
Aventura Private Wealth, LLC1,500$10.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,013$7.04K<0.01%+39013F-HRTimeline
Roble, Belko & Company, Inc1,013$7K<0.01%+4713F-HRTimeline
DUNCKER STREETT & CO INC1,000$6.95K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1,000$6.95K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc955$6.64K<0.01%+4413F-HRTimeline
GoalVest Advisory LLC940$6.53K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.600$4.17K<0.01%013F-HRTimeline
TSFG, LLC410$3K<0.01%+2213F-HRTimeline
MAI Capital Management400$2.78K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC375$2.61K<0.01%-12513F-HRTimeline
CWM, LLCin group CWM, LLC268$1.86K<0.01%013F-HRTimelineGroup
Parvin Asset Management, LLC70$487<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$4<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…0$3<0.01%013F-HRTimelineAmount 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.