Cornerstone Total Return Fund Inc
CRF- Exchange
- NYSE
- SEC CIK
- 0000033934
In the last 90 days, Cornerstone Total Return Fund Inc insiders filed 1 open-market purchase and 0 sales; 89 institutions reported holding it in 13F filings for Q2 2026, worth $190.0M in total; no superinvestor holds it.
Q3 2025 vs. Q2 2025
How the institutions holding Cornerstone Total Return Fund Inc changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 83 | 3 | 84 | +4 |
| Shares | 32.5M | 137.9K | 30.2M | −2.09M (−6.5%) |
| Value | $251.7M | $1.07M | $243.1M | −$7.54M (−3.0%) |
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Cornerstone Total Return Fund Inc at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ameriflex Group, Inc. | 46,000 | $369.8K | 0.14% |
| Buska Wealth Management, LLC | 23,153 | $186.2K | 0.06% |
| OneAscent Financial Services LLC | 22,178 | $178.3K | 0.01% |
| Becker Capital Management Inc | 21,785 | $175.2K | 0.01% |
| Marshall Financial Group LLC | 18,065 | $145.2K | 0.03% |
| TCG Advisory Services, LLC | 12,225 | $98.3K | 0.00% |
| Integrity Alliance, LLC. | 11,365 | $91.4K | 0.00% |
| Kestra Private Wealth Services, LLC | 10,955 | $88.1K | 0.00% |
| Kane Investment Management, Inc. | 10,088 | $81.1K | 0.04% |
| Duncker Streett & Co Inc | 1,000 | $8.04K | 0.00% |
| GoalVest Advisory LLC | 940 | $7.56K | 0.00% |
| Hallmark Capital Management Inc | 645 | $5.19K | 0.00% |
| Highline Wealth Partners LLC | 500 | $4.02K | 0.00% |
| Ameritas Advisory Services, LLC | 330 | $2.65K | 0.00% |
| UBS Group AG | 97 | $780 | 0.00% |
Sold out (11)
Institutions that held Cornerstone Total Return Fund Inc at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Absolute Investment Advisers LLC | 1,274,973 | $9.88M |
| Almitas Capital LLC | 831,088 | $6.44M |
| Ursa Fund Management, LLC | 725,000 | $5.62M |
| FMR LLC | 36,204 | $280.6K |
| Susquehanna International Group, LLP | 31,896 | $247.2K |
| Oppenheimer & Co Inc | 19,500 | $151.1K |
| Wolverine Asset Management LLC | 17,837 | $138.2K |
| Citadel Advisors LLC | 14,880 | $115.3K |
| Goldman Sachs Group Inc | 10,000 | $77.5K |
| Bank of America Corp | 3,057 | $23.7K |
| Wood Tarver Financial Group, LLC | 318 | $2.00K |
Not filed for Q3 2025 yet (3)
Institutions that held Cornerstone Total Return Fund Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Avantax Advisory Services, Inc. | 86,151 | $667.7K |
| Atria Wealth Solutions, Inc. | 51,398 | $404.1K |
| Semmax Financial Advisors Inc. | 335 | $2.64K |