CORNERSTONE TOTAL RETURN (CRF) Institutional Ownership Changes & 13F Activity
CORNERSTONE TOTAL RETURN (CRF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Almitas Capital Llc, Osaic Holdings, Inc., Clear Street Group Inc., and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,347 | +32.9% | 13,523 | $97.10K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +85,632 | +826.6% | 95,992 | $689.22K | Q2 2026 | Sep 02, 2026 |
| Almitas Capital Llc | Buy | +456,961 | +41.0% | 1,572,309 | $11.29M | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +319,230 | +36.2% | 1,201,408 | $8.63M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +160,419 | +18.9% | 1,009,329 | $7.25M | Q2 2026 | Aug 14, 2026 |
| Marex Group Plc | Buy | +141,702 | — | 141,702 | $1.02M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +67,544 | — | 67,544 | $484.97K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +45,492 | — | 45,492 | $326.63K | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Buy | +15,078 | +3.1% | 500,924 | $3.60M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +14,854 | — | 14,854 | $106.65K | Q2 2026 | Aug 14, 2026 |
| Cable Car Capital, Lp | Buy | +12,511 | +1.9% | 662,510 | $4.76M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +10,009 | — | 10,009 | $71.86K | Q2 2026 | Aug 14, 2026 |
| Alpine Global Management, Llc | Buy | +9,387 | +0.3% | 2,989,499 | $21.46M | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Buy | +4,296 | +0.2% | 2,349,542 | $16.87M | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital Lp | Sell | -3,147 | -0.1% | 2,768,415 | $19.88M | Q2 2026 | Aug 14, 2026 |
| Quarry Lp | Sell | -3,139 | -0.1% | 2,525,950 | $18.14M | Q2 2026 | Aug 14, 2026 |
| Toronto Dominion Bank | Sell | -2,604 | -8.0% | 30,000 | $215.40K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +350 | +4.9% | 7,471 | $53.64K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3 | +300.0% | 4 | $26.00 | Q2 2026 | Aug 14, 2026 |
| Yakira Capital Management, Inc. | Buy | +13,155 | +2.6% | 518,315 | $3.72M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +9,582 | +132.8% | 16,796 | $120.59K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +6,016 | +2.6% | 237,677 | $1.71M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -2,235 | -10.4% | 19,342 | $138.88K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +980 | +2.0% | 50,415 | $361.98K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Sell | -2,218,433 | -38.6% | 3,533,467 | $25.37M | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +190,486 | — | 190,486 | $1.37M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +9,907 | +6.1% | 172,308 | $1.24M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +7,382 | +4.1% | 186,644 | $1.34M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +6,330 | — | 6,330 | $45.45K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +3,808 | +32.3% | 15,603 | $112.03K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about CRF activity
Which institutional owners are buying CRF?
Institutional owners buying CRF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CRF activity?
"Buy" means an investor increased their reported position in CRF compared to the prior reporting period. This reflects growing exposure to CORNERSTONE TOTAL RETURN (CRF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CRF increasing?
Institutional interest in CRF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related CRF Institutional Insights
- CRF Overview
- CRF 13F Institutional Holders
- CRF Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- CRF Insider Trading & SEC Form 4 Activity
- CRF Articles
- Top Institutional Investor Stock Rankings