Cornerstone Total Return Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 3.53 M | $25.37 M | -38.57% | 2.14% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2026 | 2.99 M | $21.46 M | 0.32% | 1.81% |
| SCULPTOR CAPITAL LP | 08/14/2026 | 2.77 M | $19.88 M | -0.11% | 1.68% |
| QUARRY LP | 08/14/2026 | 2.53 M | $18.14 M | -0.12% | 1.53% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 2.35 M | $16.87 M | 0.18% | 1.42% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.10 M | $15.08 M | 6.09% | 1.27% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 1.57 M | $11.29 M | 40.97% | 0.95% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.20 M | $8.63 M | 36.19% | 0.73% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.01 M | $7.25 M | 18.90% | 0.61% |
| CABLE CAR CAPITAL LLC | 08/14/2026 | 662.51 K | $4.76 M | 1.92% | 0.40% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 594.18 K | $4.27 M | 100.00% | 0.36% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 08/13/2026 | 518.32 K | $3.72 M | 2.60% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 501.79 K | $3.60 M | 10.12% | 0.30% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 08/14/2026 | 500.92 K | $3.60 M | 3.10% | 0.30% |
| COHEN & STEERS, INC. | 08/14/2026 | 270.00 K | $1.94 M | 0.00% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 265.42 K | $1.91 M | 13.68% | 0.16% |
| MORGAN STANLEY | 08/13/2026 | 237.68 K | $1.71 M | 2.60% | 0.14% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 231.74 K | $1.66 M | 10.16% | 0.14% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 190.49 K | $1.37 M | 100.00% | 0.12% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 186.64 K | $1.34 M | 4.12% | 0.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 172.31 K | $1.24 M | 6.10% | 0.10% |
| STONEX GROUP INC. | 08/12/2026 | 145.19 K | $1.04 M | 1.73% | 0.09% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 07/15/2026 | 143.05 K | $1.03 M | 3.66% | 0.09% |
| MAREX GROUP PLC | 08/14/2026 | 141.70 K | $1.02 M | 100.00% | 0.09% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 122.03 K | $876.08 K | -18.30% | 0.07% |
| CITADEL ADVISORS LLC | 09/02/2026 | 95.99 K | $689.22 K | 826.56% | 0.06% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 86.40 K | $620.33 K | 66.11% | 0.05% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 07/08/2026 | 85.68 K | $615.16 K | 8.50% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 79.57 K | $571.33 K | 2.67% | 0.05% |
| MIRADOR CAPITAL PARTNERS LP | 07/07/2026 | 79.02 K | $567.34 K | 100.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 67.54 K | $484.97 K | 100.00% | 0.04% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 66.62 K | $463.02 K | 3.79% | 0.04% |
| CREATIVE PLANNING | 08/13/2026 | 61.53 K | $441.79 K | 100.00% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 50.42 K | $361.98 K | 1.98% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 46.76 K | $335.76 K | 6.59% | 0.03% |
| XTX TOPCO LTD | 08/14/2026 | 45.49 K | $326.63 K | 100.00% | 0.03% |
| SILVER OAK SECURITIES, INCORPORATED | 08/07/2026 | 42.26 K | $303.45 K | 100.00% | 0.03% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 42.06 K | $302.02 K | 0.90% | 0.03% |
| FIRETHORN WEALTH PARTNERS, LLC | 07/15/2026 | 35.96 K | $258.19 K | 4.92% | 0.02% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 08/07/2026 | 34.09 K | $244.79 K | 25.93% | 0.02% |
| TORONTO DOMINION BANK | 08/14/2026 | 30.00 K | $215.40 K | -7.99% | 0.02% |
| BLACKROCK, INC. | 08/07/2026 | 29.83 K | $214.21 K | 0.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 28.44 K | $204.18 K | 0.84% | 0.02% |
| BUSKA WEALTH MANAGEMENT, LLC | 07/10/2026 | 24.76 K | $177.78 K | 3.09% | 0.02% |
| BECKER CAPITAL MANAGEMENT INC | 07/31/2026 | 24.46 K | $175.60 K | 4.56% | 0.01% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 23.81 K | $170.94 K | 2.87% | 0.01% |
| BIP WEALTH, LLC | 08/03/2026 | 23.71 K | $170.25 K | 100.00% | 0.01% |
| AMERIFLEX GROUP, INC. | 08/14/2026 | 21.80 K | $156.52 K | 0.00% | 0.01% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 21.80 K | $156.49 K | 3.79% | 0.01% |
| WEALTH MANAGEMENT NEBRASKA | 07/27/2026 | 20.90 K | $150.07 K | -3.71% | 0.01% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Cornerstone Total Return Fund institutional Ownership - FAQ's
During the previous two years, 124 institutional investors and hedge funds held shares of Cornerstone Total Return Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 3.53 M
Alpine Global Management, LLC: 2.99 M
Sculptor Capital LP: 2.77 M
Quarry LP: 2.53 M
BOOTHBAY FUND MANAGEMENT, LLC: 2.35 M
LPL Financial LLC: 2.1 M
16.04% of Cornerstone Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 27.05 M shares in the last 24 months. This purchase volume represents approximately $193.95 M in transactions.