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Cornerstone Total Return Fund (CRF) Institutional Ownership

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$6.12 +0.06 (+0.99%)
Closing price 10/2/2026 04:10 PM Eastern
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$6.12 0.00 (-0.08%)
As of 10/2/2026 07:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cornerstone Total Return Fund (NYSEAMERICAN:CRF)

Current
Institutional Ownership
Percentage
10.41%
Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$75.73M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$65.57M
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CRF Institutional Buying and Selling by Quarter

Cornerstone Total Return Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Integrated Wealth Concepts LLC13,523$97K0.0%+32.9%0.012%
9/9/2026Baird Financial Group Inc.186,644$1.34M0.0%+4.1%0.160%
8/22/2026Advisory Solutions Group LLC594,180$4.27M1.4%N/A0.508%
8/22/2026Concurrent Investment Advisors LLC11,302$81K0.0%N/A0.010%
8/20/2026Susquehanna International Group LLP67,544$485K0.0%N/A0.058%
8/20/2026Two Sigma Securities LLC10,009$72K0.0%N/A0.009%
8/17/2026Almitas Capital LLC1,572,309$11.29M2.7%N/A1.344%
8/17/2026Perennial Investment Advisors LLC500,924$3.60M0.2%N/A0.428%
8/15/2026Sculptor Capital LP2,768,415$19.88M0.2%N/A2.366%
8/14/2026Cable Car Capital LP662,510$4.76M0.1%N/A0.566%
8/11/2026OneAscent Financial Services LLC17,797$128K0.0%N/A0.015%
8/11/2026Allworth Financial LP8,600$62K0.0%N/A0.007%
8/8/2026Main Street Financial Solutions LLC34,093$245K0.0%+25.9%0.029%
8/7/2026BlackRock Inc.29,834$214K0.0%N/A0.025%
7/8/2026Mallini Complete Financial Planning LLC85,676$615K0.4%+8.5%0.073%
7/7/2026Mirador Capital Partners LP79,017$567K0.1%N/A0.068%
7/7/2026CoreCap Advisors LLC14,072$101K0.0%+93.5%0.012%
5/15/2026Sculptor Capital LP2,771,562$19.26M0.2%+2.1%2.369%
5/13/2026Cetera Investment Advisers162,401$1.13M0.0%+8.3%0.139%
5/4/2026Chicago Partners Investment Group LLC64,188$459K0.0%+3.7%0.055%
4/30/2026Kestra Advisory Services LLC28,200$196K0.0%+52.3%0.024%
4/30/2026Money Concepts Capital Corp12,727$88K0.0%N/A0.011%
4/28/2026Ascentis Independent Advisors4,771$33K0.0%N/A0.004%
4/27/2026PFG Investments LLC210,362$1.46M0.1%+5.9%0.180%
3/17/2026Rockefeller Capital Management L.P.51,106$409K0.0%+4.3%0.044%
2/26/2026Alpine Global Management LLC1,211,454$9.70M1.7%-64.1%1.035%
2/23/2026Virtu Financial LLC48,222$386K0.0%N/A0.041%
2/18/2026Ameriflex Group Inc.21,800$175K0.1%-52.6%0.019%
2/18/2026Rivernorth Capital Management LLC48,453$388K0.0%-96.4%0.041%
2/18/2026Millennium Management LLC11,181$90K0.0%-54.0%0.010%
2/18/2026Main Street Financial Solutions LLC23,365$187K0.0%+84.9%0.020%
2/18/2026Boothbay Fund Management LLC1,269,891$10.17M0.2%-58.2%1.085%
2/17/2026Almitas Capital LLC86,417$692K0.2%N/A0.074%
2/17/2026Cetera Investment Advisers149,998$1.20M0.0%+12.5%0.128%
2/17/2026Kovack Advisors Inc.269,987$2.16M0.1%N/A0.231%
2/17/2026Osaic Holdings Inc.801,306$6.42M0.0%+20.0%0.685%
2/16/2026Sculptor Capital LP2,714,710$21.75M0.2%+5.4%2.320%
2/16/2026Yakira Capital Management Inc.798,556$6.40M2.2%-50.0%0.683%
2/16/2026Mariner LLC21,351$171K0.0%+9.2%0.018%
2/16/2026Destination Wealth Management10,000$80K0.0%N/A0.009%
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2/13/2026Quarry LP1,260,432$10.10M1.9%+380.0%1.077%
2/12/2026Jane Street Group LLC116,177$931K0.0%+282.5%0.099%
2/12/2026HRT Financial LP48,414$387K0.0%N/A0.041%
2/12/2026Commonwealth Equity Services LLC234,386$1.88M0.0%+14.1%0.200%
2/12/2026StoneX Group Inc.182,599$1.46M0.1%-9.5%0.156%
2/12/2026Sit Investment Associates Inc.10,090,707$80.83M1.6%-12.0%8.625%
2/12/2026Kovack Advisors Inc.269,987$2.16M0.1%N/A0.231%
2/11/2026LPL Financial LLC1,885,667$15.10M0.0%+5.9%1.612%
2/10/2026Goldman Sachs Group Inc.10,000$80K0.0%N/A0.009%
2/9/2026Fisher Asset Management LLC12,508$100K0.0%-11.7%0.011%
2/6/2026Creative Financial Designs Inc. ADV49,039$393K0.0%+29.1%0.042%
2/5/2026Northwestern Mutual Wealth Management Co.312,716$2.51M0.0%+13,390.8%0.267%
2/3/2026Vantage Financial Partners LLC14,845$119K0.0%-28.9%0.013%
1/26/2026PFG Investments LLC198,640$1.59M0.1%+3.3%0.170%
1/20/2026Stratos Wealth Partners LTD.21,000$168K0.0%-25.6%0.018%
1/13/2026CoreCap Advisors LLC7,272$58K0.0%+165.9%0.006%
1/8/2026Firethorn Wealth Partners LLC32,688$262K0.1%+4.4%0.028%
1/7/2026Winebrenner Capital Management LLC113,001$905K0.6%+2.7%0.097%
1/6/2026Mallini Complete Financial Planning LLC71,906$576K0.5%+4.9%0.061%
11/21/2025Alpine Global Management LLC3,374,217$27.13M4.3%+17.2%2.884%
11/17/2025Kestra Private Wealth Services LLC10,955$88K0.0%N/A0.009%
11/17/2025Quarry LP262,596$2.11M0.5%-48.7%0.224%
11/17/2025Cantor Fitzgerald L. P.100,410$807K0.0%-34.6%0.086%
11/17/2025Boothbay Fund Management LLC3,036,684$24.42M0.4%+9.4%2.595%
11/14/2025Raymond James Financial Inc.503,559$4.05M0.0%+25.9%0.430%
11/13/2025Yakira Capital Management Inc.1,596,540$12.84M4.5%-19.8%1.365%
11/13/2025Ameriflex Group Inc.46,000$370K0.1%N/A0.039%
11/13/2025HUB Investment Partners LLC12,225$98K0.0%N/A0.010%
11/12/2025Perennial Investment Advisors LLC461,291$3.71M0.3%+0.9%0.394%
11/12/2025Kane Investment Management Inc.10,088$81K0.0%N/A0.009%
11/12/2025Becker Capital Management Inc.21,785$175K0.0%N/A0.019%
11/12/2025Fisher Asset Management LLC14,168$114K0.0%+13.3%0.012%
11/12/2025Creative Financial Designs Inc. ADV37,999$306K0.0%+4.1%0.032%
11/12/2025Buska Wealth Management LLC23,153$186K0.1%N/A0.020%
11/5/2025Envestnet Asset Management Inc.39,762$320K0.0%+6.6%0.034%
10/31/2025OneAscent Financial Services LLC22,178$178K0.0%N/A0.019%
10/31/2025PFG Investments LLC192,335$1.55M0.1%+7.2%0.164%
10/30/2025Chicago Partners Investment Group LLC61,762$497K0.0%-18.5%0.053%
10/20/2025Mallini Complete Financial Planning LLC68,548$551K0.4%+6.4%0.059%
10/8/2025Marshall Financial Group LLC18,065$145K0.0%N/A0.015%
10/8/2025Firethorn Wealth Partners LLC31,301$252K0.1%+4.5%0.027%
9/4/2025Osaic Holdings Inc.274,499$2.13M0.0%+50.9%0.235%
8/19/2025Newbridge Financial Services Group Inc.3,700$29K0.0%N/A0.003%
8/15/2025Sculptor Capital LP2,442,757$18.93M0.3%N/A2.088%
8/15/2025Boothbay Fund Management LLC2,775,870$21.51M0.4%+4.3%2.373%
8/14/2025Raymond James Financial Inc.399,919$3.10M0.0%+41.7%0.342%
8/13/2025StoneX Group Inc.191,398$1.48M0.1%+31.2%0.164%
8/13/2025Fisher Asset Management LLC12,508$97K0.0%-85.7%0.011%
8/13/2025Northwestern Mutual Wealth Management Co.3,729$29K0.0%+902.4%0.003%
8/11/2025Anfield Capital Management LLC6,657$52K0.0%N/A0.006%
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8/11/2025Perennial Investment Advisors LLC457,215$3.54M0.3%+12.6%0.391%
8/8/2025Cetera Investment Advisers48,911$379K0.0%+3.3%0.042%
8/7/2025Allworth Financial LP8,600$67K0.0%N/A0.007%
8/6/2025Moors & Cabot Inc.13,726$106K0.0%N/A0.012%
8/4/2025Creative Financial Designs Inc. ADV36,516$283K0.0%+9.6%0.031%
8/4/2025Wolverine Asset Management LLC17,837$138K0.0%N/A0.015%
7/29/2025Chicago Partners Investment Group LLC75,791$595K0.0%-3.4%0.065%
7/29/2025Stratos Wealth Partners LTD.28,110$218K0.0%N/A0.024%
7/25/2025Atria Wealth Solutions Inc.51,398$404K0.0%-69.0%0.044%
7/22/2025Red Tortoise LLC3,202$25K0.0%N/A0.003%


CRF Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 institutional investors and hedge funds held shares of Cornerstone Total Return Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($80.83M), Sculptor Capital LP ($19.88M), LPL Financial LLC ($15.10M), Almitas Capital LLC ($11.29M), Boothbay Fund Management LLC ($10.17M), Quarry LP ($10.10M), and Absolute Investment Advisers LLC ($9.88M).Learn more on Cornerstone Total Return Fund's institutional investors.

10.41% of Cornerstone Total Return Fund's stock is owned by institutional investors. Learn more on CRF's institutional investor holdings.

Of the 80 institutional investors that purchased Cornerstone Total Return Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sculptor Capital LP ($5.41M), Almitas Capital LLC ($1.66M), Absolute Investment Advisers LLC ($1.27M), Quarry LP ($1.00M), Tabor Asset Management LP ($737.60K), Cable Car Capital LP ($662.51K), and Alpine Global Management LLC ($638.74K).

Institutional investors have bought a total of 10,122,891 shares in the last 24 months. This purchase volume represents approximately $75.73M in transactions.

Of the 14 institutional investors that sold Cornerstone Total Return Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alpine Global Management LLC ($2.16M), Boothbay Fund Management LLC ($1.77M), Sit Investment Associates Inc. ($1.37M), Rivernorth Capital Management LLC ($1.30M), Yakira Capital Management Inc. ($1.19M), Quarry LP ($249.54K), and Cantor Fitzgerald L. P. ($53.17K).

Institutional investors have sold a total of 8,182,979 shares in the last 24 months. This volume of shares sold represents approximately $65.57M in transactions.



Institutional ownership data for NYSEAMERICAN:CRF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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