CRF Institutional Ownership & Shareholders
CORNERSTONE TOTAL RETURN (CRF) is currently held by 84 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $180.13M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of CRF tracked by InsiderSet, reporting ownership valued at approximately $25.37M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.56M, representing an estimated loss of -18.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed CRF value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Alpine Global Management, Llc, Sculptor Capital Lp, and several other long-term asset managers with concentrated positions in CORNERSTONE TOTAL RETURN (CRF).
This page ranks the largest institutional CRF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
84
Total Reported Value
$180.13M
Largest Holder
Sit Investment Associates Inc
Largest Position
$25.37M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.48% | 3,533,467 | $25,370,000 | $20,564,778 | -$4,805,222 | -18.94% | |
| Alpine Global Management, Llc | 3.52% | 2,989,499 | $21,464,600 | $17,398,884 | -$4,065,716 | -18.94% | |
| Sculptor Capital Lp | 0.21% | 2,768,415 | $19,877,219 | $16,112,175 | -$3,765,044 | -18.94% | |
| Quarry Lp | 2.86% | 2,525,950 | $18,136,321 | $14,701,029 | -$3,435,292 | -18.94% | |
| Boothbay Fund Management, Llc | 0.31% | 2,349,542 | $16,869,711 | $13,674,334 | -$3,195,377 | -18.94% | |
| Lpl Financial Llc | 0.00% | 2,099,602 | $15,075,142 | $12,219,684 | -$2,855,458 | -18.94% | |
| Almitas Capital Llc | 2.70% | 1,572,309 | $11,289,179 | $9,150,838 | -$2,138,341 | -18.94% | |
| Osaic Holdings, Inc. | 0.01% | 1,201,408 | $8,626,016 | $6,992,195 | -$1,633,821 | -18.94% | |
| Raymond James Financial Inc | 0.00% | 1,009,329 | $7,246,981 | $5,874,295 | -$1,372,686 | -18.94% | |
| Cable Car Capital, Lp | 0.10% | 662,510 | $4,756,822 | $3,855,808 | -$901,014 | -18.94% | |
| Yakira Capital Management, Inc. | 1.10% | 518,315 | $3,721,502 | $3,016,593 | -$704,909 | -18.94% | |
| Perennial Investment Advisors, Llc | 0.24% | 500,924 | $3,596,631 | $2,915,378 | -$681,253 | -18.94% | |
| Cohen & Steers, Inc. | 0.00% | 270,000 | $1,939,000 | $1,571,400 | -$367,600 | -18.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 287,799 | $1,772,840 | $1,674,990 | -$97,850 | -5.52% | |
| Morgan Stanley | 0.00% | 237,677 | $1,706,526 | $1,383,280 | -$323,246 | -18.94% | |
| Pfg Investments, Llc | 0.06% | 231,737 | $1,663,875 | $1,348,709 | -$315,166 | -18.94% | |
| Clear Street Group Inc. | 0.00% | 190,486 | $1,367,689 | $1,108,629 | -$259,060 | -18.94% | |
| Baird Financial Group, Inc. | 0.00% | 186,644 | $1,340,104 | $1,086,268 | -$253,836 | -18.94% | |
| Cetera Investment Advisers | 0.00% | 172,308 | $1,237,169 | $1,002,833 | -$234,336 | -18.94% | |
| Stonex Group Inc. | 0.04% | 145,192 | $1,043,641 | $845,017 | -$198,624 | -19.03% | |
| Marex Group Plc | 0.01% | 141,702 | $1,017,420 | $824,706 | -$192,714 | -18.94% | |
| Kovack Advisors, Inc. | 0.04% | 122,033 | $876,075 | $710,232 | -$165,843 | -18.93% | |
| Winebrenner Capital Management Llc | 0.52% | 132,051 | $813,432 | $768,537 | -$44,895 | -5.52% | |
| Citadel Advisors Llc | 0.00% | 95,992 | $689,223 | $558,673 | -$130,550 | -18.94% | |
| Creative Financial Designs Inc | 0.03% | 86,397 | $620,330 | $502,831 | -$117,499 | -18.94% | |
| Mallini Complete Financial Planning Llc | 0.38% | 87,687 | $540,157 | $510,338 | -$29,819 | -5.52% | |
| Farther Finance Advisors, Llc | 0.00% | 81,978 | $504,987 | $477,112 | -$27,875 | -5.52% | |
| Susquehanna International Group, Llp | 0.00% | 67,544 | $484,966 | $393,106 | -$91,860 | -18.94% | |
| Rockefeller Capital Management L.P. | 0.00% | 50,415 | $361,984 | $293,415 | -$68,569 | -18.94% | |
| Chicago Partners Investment Group Llc | 0.01% | 62,422 | $360,801 | $363,296 | +$2,495 | +0.69% | |
| Envestnet Asset Management Inc | 0.00% | 46,763 | $335,759 | $272,161 | -$63,598 | -18.94% | |
| Xtx Topco Ltd | 0.00% | 45,492 | $326,633 | $264,763 | -$61,870 | -18.94% | |
| Silver Oak Securities, Incorporated | 0.02% | 42,263 | $303,451 | $245,971 | -$57,480 | -18.94% | |
| Aptus Capital Advisors, Llc | 0.00% | 42,064 | $302,020 | $244,812 | -$57,208 | -18.94% | |
| Creative Planning | 0.00% | 46,846 | $288,569 | $272,644 | -$15,925 | -5.52% | |
| Firethorn Wealth Partners, Llc | 0.07% | 37,922 | $233,599 | $220,706 | -$12,893 | -5.52% | |
| Corecap Advisors, Llc | 0.01% | 35,072 | $216,044 | $204,119 | -$11,925 | -5.52% | |
| Toronto Dominion Bank | 0.00% | 30,000 | $215,400 | $174,600 | -$40,800 | -18.94% | |
| Blackrock, Inc. | 0.00% | 29,834 | $214,205 | $173,634 | -$40,571 | -18.94% | |
| Kestra Advisory Services, Llc | 0.00% | 30,624 | $188,643 | $178,232 | -$10,411 | -5.52% | |
| Becker Capital Management Inc | 0.00% | 24,457 | $175,602 | $142,340 | -$33,262 | -18.94% | |
| Ameriflex Group, Inc. | 0.06% | 21,800 | $156,524 | $126,876 | -$29,648 | -18.94% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 21,795 | $156,494 | $126,847 | -$29,647 | -18.94% | |
| Wealthcare Advisory Partners Llc | 0.00% | 24,812 | $152,843 | $144,406 | -$8,437 | -5.52% | |
| Mariner, Llc | 0.00% | 19,342 | $138,875 | $112,570 | -$26,305 | -18.94% | |
| Wealth Management Nebraska | 0.01% | 22,172 | $136,584 | $129,041 | -$7,543 | -5.52% | |
| Clearstead Advisors, Llc | 0.00% | 18,653 | $133,929 | $108,560 | -$25,369 | -18.94% | |
| Marshall Financial Group, Llc | 0.02% | 18,065 | $129,707 | $105,138 | -$24,569 | -18.94% | |
| Oneascent Financial Services Llc | 0.01% | 17,797 | $127,782 | $103,579 | -$24,203 | -18.94% | |
| Hf Advisory Group, Llc | 0.04% | 20,624 | $127,045 | $120,032 | -$7,013 | -5.52% |
Frequently asked questions about CRF
Who are the largest institutional holders of CRF?
The largest institutional holders of CRF reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Alpine Global Management, Llc, Sculptor Capital Lp, Quarry Lp, and Boothbay Fund Management, Llc. InsiderSet ranks institutional holders by their latest reported CRF position.
What is CRF institutional ownership?
This page tracks CRF positions reported by institutional investment managers through SEC Form 13F. CORNERSTONE TOTAL RETURN (CRF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CRF?
InsiderSet currently tracks 84 institutional managers reporting CRF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CRF shareholders.
How much CRF stock do institutions own?
Institutional investment managers disclosed approximately $180.13M in CRF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CRF institutional ownership last updated?
The latest CRF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CRF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CRF position after the reporting date.
Are institutions buying or selling CRF?
Institutional buying and selling can be analyzed by comparing CRF positions across consecutive 13F reporting periods. InsiderSet's CRF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CRF ownership changes.
How has CRF institutional ownership changed over time?
InsiderSet tracks CRF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.