CORNERSTONE TOTAL RETURN FUND INC (CRF) — Institutional Holders, Q2 2026
89 institutional investment managers reported a CRF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $190.0M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CRF in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Almitas CapitalAdded · +456,961 sh+$3.3M
- OSAICAdded · +319,230 sh+$2.3M
- Clear Street GroupNew · +190,486 sh+$1.4M
- RAYMOND JAMES FINANCIALAdded · +160,419 sh+$1.2M
- Marex Group plcNew · +141,702 sh+$1.0M
Biggest sellers
- SIT INVESTMENT ASSOCIATESTrimmed · -2,218,433 sh-$15.9M
- JANE STREET GROUPSold out · -120,753 sh-$867.0K
- RIVERNORTH CAPITAL MANAGEMENTSold out · -48,455 sh-$347.9K
- Cerity PartnersSold out · -41,055 sh-$294.8K
- Virtu FinancialSold out · -38,605 sh-$277.2K
CRF 13F holders ranked 1–89 of 89
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES#1 · 3,533,467 sh | 3,533,467 | $25.4M | 0.48% | -38.6% |
| 2 | Alpine Global Management#2 · 2,989,499 sh | 2,989,499 | $21.5M | 3.49% | +0.3% |
| 3 | Sculptor Capital#3 · 2,768,415 sh | 2,768,415 | $19.9M | 0.16% | -0.1% |
| 4 | Quarry#4 · 2,525,950 sh | 2,525,950 | $18.1M | 1.51% | -0.1% |
| 5 | BOOTHBAY FUND MANAGEMENT#5 · 2,349,542 sh | 2,349,542 | $16.9M | 0.22% | +0.2% |
| 6 | LPL Financial#6 · 2,099,602 sh | 2,099,602 | $15.1M | <0.01% | +6.1% |
| 7 | Almitas Capital#7 · 1,572,309 sh | 1,572,309 | $11.3M | 2.70% | +41.0% |
| 8 | OSAIC#8 · 1,201,408 sh | 1,201,408 | $8.6M | 0.01% | +36.2% |
| 9 | RAYMOND JAMES FINANCIAL#9 · 1,009,329 sh | 1,009,329 | $7.2M | <0.01% | +18.9% |
| 10 | Cable Car Capital#10 · 662,510 sh | 662,510 | $4.8M | 0.10% | +1.9% |
| 11 | Advisory Solutions Group#11 · 594,180 sh | 594,180 | $4.3M | — | — |
| 12 | Yakira Capital Management#12 · 518,315 sh | 518,315 | $3.7M | 1.06% | +2.6% |
| 13 | Cambridge Investment Research Advisors#13 · 501,790 sh | 501,790 | $3.6M | <0.01% | +10.1% |
| 14 | Perennial Investment Advisors#14 · 500,924 sh | 500,924 | $3.6M | 0.24% | +3.1% |
| 15 | COHEN & STEERS#15 · 270,000 sh | 270,000 | $1.9M | <0.01% | 0.0% |
| 16 | COMMONWEALTH EQUITY SERVICES#16 · 265,416 sh | 265,416 | $1.9M | <0.01% | +13.7% |
| 17 | MORGAN STANLEY#17 · 237,677 sh | 237,677 | $1.7M | <0.01% | +2.6% |
| 18 | PFG Investments#18 · 231,737 sh | 231,737 | $1.7M | 0.06% | +10.2% |
| 19 | Clear Street Group#19 · 190,486 sh | 190,486 | $1.4M | <0.01% | New |
| 20 | Baird Financial Group#20 · 186,644 sh | 186,644 | $1.3M | <0.01% | +4.1% |
| 21 | Cetera Investment Advisers#21 · 172,308 sh | 172,308 | $1.2M | <0.01% | +6.1% |
| 22 | StoneX Group#22 · 145,192 sh | 145,192 | $1.0M | 0.04% | +1.7% |
| 23 | WINEBRENNER CAPITAL MANAGEMENT#23 · 143,051 sh | 143,051 | $1.0M | — | +3.7% |
| 24 | Marex Group plc#24 · 141,702 sh | 141,702 | $1.0M | <0.01% | New |
| 25 | Kovack Advisors#25 · 122,033 sh | 122,033 | $876.1K | 0.04% | -18.3% |
| 26 | CITADEL ADVISORS#26 · 95,992 sh | 95,992 | $689.2K | <0.01% | +826.6% |
| 27 | CREATIVE FINANCIAL DESIGNS#27 · 86,397 sh | 86,397 | $620.3K | 0.03% | +66.1% |
| 28 | Mallini Complete Financial Planning#28 · 85,676 sh | 85,676 | $615.2K | — | +8.5% |
| 29 | Farther Finance Advisors#29 · 79,573 sh | 79,573 | $571.3K | — | +2.7% |
| 30 | Mirador Capital Partners#30 · 79,017 sh | 79,017 | $567.3K | — | New |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#31 · 67,544 sh | 67,544 | $485.0K | 0.00% | New |
| 32 | Chicago Partners Investment Group#32 · 66,621 sh | 66,621 | $463.0K | — | +3.8% |
| 33 | Creative Planning#33 · 61,531 sh | 61,531 | $441.8K | <0.01% | New |
| 34 | Rockefeller Capital Management L.P.#34 · 50,415 sh | 50,415 | $362.0K | <0.01% | +2.0% |
| 35 | ENVESTNET ASSET MANAGEMENT#35 · 46,763 sh | 46,763 | $335.8K | <0.01% | +6.6% |
| 36 | XTX Topco Ltd#36 · 45,492 sh | 45,492 | $326.6K | <0.01% | New |
| 37 | SILVER OAK SECURITIES#37 · 42,263 sh | 42,263 | $303.5K | 0.02% | New |
| 38 | Aptus Capital Advisors#38 · 42,064 sh | 42,064 | $302.0K | <0.01% | +0.9% |
| 39 | FIRETHORN WEALTH PARTNERS#39 · 35,959 sh | 35,959 | $258.2K | — | +4.9% |
| 40 | Main Street Financial Solutions#40 · 34,093 sh | 34,093 | $244.8K | 0.02% | +25.9% |
| 41 | TORONTO DOMINION BANK#41 · 30,000 sh | 30,000 | $215.4K | <0.01% | -8.0% |
| 42 | BlackRock#42 · 29,834 sh | 29,834 | $214.2K | 0.00% | 0.0% |
| 43 | Kestra Advisory Services#43 · 28,437 sh | 28,437 | $204.2K | <0.01% | +0.8% |
| 44 | Buska Wealth Management#44 · 24,761 sh | 24,761 | $177.8K | — | +3.1% |
| 45 | BECKER CAPITAL MANAGEMENT#45 · 24,457 sh | 24,457 | $175.6K | <0.01% | +4.6% |
| 46 | Wealthcare Advisory Partners#46 · 23,808 sh | 23,808 | $170.9K | — | +2.9% |
| 47 | BIP Wealth#47 · 23,712 sh | 23,712 | $170.3K | — | New |
| 48 | AMERIFLEX GROUP#48 · 21,800 sh | 21,800 | $156.5K | 0.06% | 0.0% |
| 49 | Stratos Wealth Partners, LTD.#49 · 21,795 sh | 21,795 | $156.5K | <0.01% | +3.8% |
| 50 | Wealth Management Nebraska#50 · 20,901 sh | 20,901 | $150.1K | — | -3.7% |
| 51 | HF Advisory Group#51 · 19,779 sh | 19,779 | $142.0K | — | +3.8% |
| 52 | Mariner#52 · 19,342 sh | 19,342 | $138.9K | <0.01% | -10.4% |
| 53 | Clearstead Advisors#53 · 18,653 sh | 18,653 | $133.9K | <0.01% | 0.0% |
| 54 | Marshall Financial Group#54 · 18,065 sh | 18,065 | $129.7K | 0.02% | 0.0% |
| 55 | OneAscent Financial Services#55 · 17,797 sh | 17,797 | $127.8K | <0.01% | New |
| 56 | Private Advisor Group#56 · 16,914 sh | 16,914 | $121.4K | <0.01% | +43.5% |
| 57 | UBS Group AG#57 · 16,796 sh | 16,796 | $120.6K | 0.00% | +132.8% |
| 58 | STIFEL FINANCIAL#58 · 15,603 sh | 15,603 | $112.0K | <0.01% | +32.3% |
| 59 | Valmark Advisers#59 · 15,000 sh | 15,000 | $107.7K | <0.01% | +12.8% |
| 60 | AMERIPRISE FINANCIAL#60 · 14,854 sh | 14,854 | $106.7K | 0.00% | 0.0% |
| 61 | Moors & Cabot#61 · 14,600 sh | 14,600 | $104.8K | <0.01% | +4.9% |
| 62 | CoreCap Advisors#62 · 14,072 sh | 14,072 | $101.0K | — | +93.5% |
| 63 | Outlook Wealth Advisors#63 · 13,607 sh | 13,607 | $97.7K | 0.02% | +1.5% |
| 64 | Integrated Wealth Concepts#64 · 13,523 sh | 13,523 | $97.1K | <0.01% | +32.9% |
| 65 | RMR Wealth Builders#65 · 12,489 sh | 12,489 | $89.7K | — | New |
| 66 | Meridian Wealth Management#66 · 12,275 sh | 12,275 | $88.1K | <0.01% | -0.1% |
| 67 | TCG Advisory Services#67 · 12,086 sh | 12,086 | $86.8K | <0.01% | 0.0% |
| 68 | KESTRA PRIVATE WEALTH SERVICES#68 · 11,460 sh | 11,460 | $82.3K | <0.01% | 0.0% |
| 69 | INTEGRITY ALLIANCE#69 · 11,449 sh | 11,449 | $82.2K | <0.01% | +2.6% |
| 70 | Concurrent Investment Advisors#70 · 11,302 sh | 11,302 | $81.2K | — | New |
| 71 | Brookwood Investment Group#71 · 10,919 sh | 10,919 | $78.4K | <0.01% | 0.0% |
| 72 | TWO SIGMA SECURITIES#72 · 10,009 sh | 10,009 | $71.9K | <0.01% | New |
| 73 | Allworth Financial#73 · 8,600 sh | 8,600 | $61.7K | <0.01% | 0.0% |
| 74 | Larson Financial Group#74 · 7,471 sh | 7,471 | $53.6K | <0.01% | +4.9% |
| 75 | NewEdge Advisors#75 · 6,330 sh | 6,330 | $45.4K | <0.01% | New |
| 76 | JPMORGAN CHASE#76 · 3,418 sh | 3,418 | $24.4K | 0.00% | +6.0% |
| 77 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#77 · 3,063 sh | 3,063 | $22.0K | 0.00% | -7.7% |
| 78 | Aventura Private Wealth#78 · 1,500 sh | 1,500 | $10.8K | <0.01% | 0.0% |
| 79 | Roble, Belko & Company#79 · 1,063 sh | 1,063 | $8.0K | <0.01% | +4.9% |
| 80 | AdvisorNet Financial#80 · 1,002 sh | 1,002 | $7.2K | — | +4.9% |
| 81 | DUNCKER STREETT#81 · 1,000 sh | 1,000 | $7.2K | <0.01% | 0.0% |
| 82 | Smallwood Wealth Investment Management#82 · 1,000 sh | 1,000 | $7.2K | <0.01% | 0.0% |
| 83 | GoalVest Advisory#83 · 940 sh | 940 | $6.7K | — | 0.0% |
| 84 | HARBOUR INVESTMENTS#84 · 623 sh | 623 | $4.5K | <0.01% | -38.5% |
| 85 | EVOLUTION WEALTH MANAGEMENT#85 · 600 sh | 600 | $4.3K | <0.01% | 0.0% |
| 86 | TSFG#86 · 434 sh | 434 | $3.0K | — | +5.9% |
| 87 | HIGHLINE WEALTH PARTNERS#87 · 375 sh | 375 | $2.7K | — | 0.0% |
| 88 | WELLS FARGO & COMPANY#88 · 4 sh | 4 | $26.00 | 0.00% | +300.0% |
| 89 | Steward Partners Investment Advisory#89 · 0 sh | 0 | $3.00 | 0.00% | New |
Funds that sold out of CRF in Q2 2026 (17)
Held CRF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| JANE STREET GROUP120,753 sh | 120,753 | $839.2K |
| RIVERNORTH CAPITAL MANAGEMENT48,455 sh | 48,455 | $336.8K |
| Cerity Partners41,055 sh | 41,055 | $285.3K |
| Virtu Financial38,605 sh | 38,605 | $268.0K |
| Secure Asset Management21,851 sh | 21,851 | $151.9K |
| Independent Advisor Alliance21,315 sh | 21,315 | $148.1K |
| HRT FINANCIAL18,400 sh | 18,400 | $127.0K |
| AE Wealth Management16,439 sh | 16,439 | $114.3K |
| MERCER GLOBAL ADVISORS16,110 sh | 16,110 | $112.0K |
| MONEY CONCEPTS CAPITAL12,727 sh | 12,727 | $88.5K |
| Golden State Equity Partners4,771 sh | 4,771 | $33.2K |
| Wilmington Savings Fund Society, FSB3,500 sh | 3,500 | $24.3K |
| HANTZ FINANCIAL SERVICES2,000 sh | 2,000 | $14.0K |
| Tower Research Capital (TRC)1,723 sh | 1,723 | $12.0K |
| Western Wealth Management1,118 sh | 1,118 | $7.8K |
| MAI Capital Management400 sh | 400 | $2.8K |
| Parvin Asset Management70 sh | 70 | $487.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.