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.
Q1 2026 vs. Q4 2025
How the institutions holding Cornerstone Total Return Fund Inc changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 90 | 2 | 95 | +7 |
| Shares | 25.1M | 14.9K | 26.4M | +1.33M (+5.3%) |
| Value | $200.8M | $119.1K | $183.6M | −$17.0M (−8.5%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held Cornerstone Total Return Fund Inc at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Farther Finance Advisors, LLC | 77,505 | $544.9K | 0.01% |
| Cerity Partners LLC | 41,055 | $285.3K | 0.00% |
| Wealthcare Advisory Partners LLC | 23,144 | $160.9K | 0.00% |
| Secure Asset Management, LLC | 21,851 | $151.9K | 0.02% |
| Independent Advisor Alliance | 21,315 | $148.1K | 0.00% |
| Clearstead Advisors, LLC | 18,653 | $129.6K | 0.00% |
| Mercer Global Advisors Inc | 16,110 | $112.0K | 0.00% |
| Money Concepts Capital Corp | 12,727 | $88.5K | 0.00% |
| Meridian Wealth Management, LLC | 12,292 | $85.4K | 0.00% |
| Stifel Financial Corp | 11,795 | $82.0K | 0.00% |
| Citadel Advisors LLC | 10,360 | $72.0K | 0.00% |
| Integrated Wealth Concepts LLC | 10,176 | $70.7K | 0.00% |
| UBS Group AG | 7,214 | $50.1K | 0.00% |
| Larson Financial Group LLC | 7,121 | $49.5K | 0.00% |
| Golden State Equity Partners | 4,771 | $33.2K | 0.00% |
| Bryn Mawr Trust Co | 3,500 | $24.3K | 0.00% |
| Hantz Financial Services, Inc. | 2,000 | $14.0K | 0.00% |
Sold out (10)
Institutions that held Cornerstone Total Return Fund Inc at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Susquehanna International Group, LLP | 67,282 | $538.9K |
| OneAscent Financial Services LLC | 22,178 | $177.6K |
| Two Sigma Securities, LLC | 14,286 | $114.4K |
| Fisher Asset Management, LLC | 12,508 | $100.2K |
| Wealth Enhancement Advisory Services, LLC | 11,309 | $91.5K |
| Millennium Management LLC | 11,181 | $89.6K |
| Goldman Sachs Group Inc | 10,000 | $80.1K |
| Destination Wealth Management | 10,000 | $80.1K |
| Contravisory Investment Management, Inc. | 3,685 | $29.5K |
| Parallel Advisors, LLC | 2,005 | $16.1K |
Not filed for Q1 2026 yet (2)
Institutions that held Cornerstone Total Return Fund Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vantage Financial Partners, LLC | 14,845 | $118.9K |
| CIBC Private Wealth Group, LLC | 26 | $208 |