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CRF

CRF

Cornerstone Total Return Fund, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
24
Partial Q3 2026
Total 13F value
$13M
Filed positions so far
New positions
1
This quarter
Sold positions
6
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Advisory Solutions Group, Llc

$4.1M671.3K0.88%+13.0%

Cambridge Investment Research Advisors, Inc.

$3.2M514.2K0.01%+2.5%

Commonwealth Equity Services, Llc

$1.8M287.8K0.00%+8.4%

Winebrenner Capital Management Llc

$813K132.1K0.52%-7.7%

Mallini Complete Financial Planning Llc

$540K87.7K0.38%+2.4%

Farther Finance Advisors, Llc

$505K82.0K0.00%+3.0%

Chicago Partners Investment Group Llc

$361K62.4K0.01%-6.3%

Creative Planning

$289K46.8K0.00%-23.9%

Firethorn Wealth Partners, Llc

$234K37.9K0.07%+5.5%

Corecap Advisors, Llc

$216K35.1K0.01%+149.2%

Kestra Advisory Services, Llc

$189K30.6K0.00%+7.7%

Wealthcare Advisory Partners Llc

$153K24.8K0.00%+4.2%

Wealth Management Nebraska

$137K22.2K0.01%+6.1%

Hf Advisory Group, Llc

$127K20.6K0.04%+4.3%

Outlook Wealth Advisors, Llc

$84K13.6K0.02%Unchanged

Kestra Private Wealth Services, Llc

$75K12.2K0.00%+6.8%

Integrity Alliance, Llc.

$74K12.0K0.00%+4.7%

Concurrent Investment Advisors, Llc

$72K11.7K0.00%+3.2%

Wedbush Securities Inc

$62K10.0K0.00%New Position

Smallwood Wealth Investment Management, Llc

$6K1.0K0.00%Unchanged

Duncker Streett & Co Inc

$6K1.0K0.00%Unchanged

Evolution Wealth Management Inc.

$4K6000.00%Unchanged

Tsfg, Llc

$3K4600.00%+6.0%

Highline Wealth Partners Llc

$2K3750.00%Unchanged

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