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 | 05/13/2026 | 5.75 M | $39.98 M | -43.00% | 3.57% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 2.98 M | $20.71 M | 145.99% | 1.85% |
| SCULPTOR CAPITAL LP | 05/15/2026 | 2.77 M | $19.26 M | 2.09% | 1.72% |
| QUARRY LP | 05/15/2026 | 2.53 M | $17.58 M | 100.65% | 1.57% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 2.35 M | $16.30 M | 84.68% | 1.46% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.98 M | $13.75 M | 4.95% | 1.23% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 1.12 M | $7.75 M | 1,190.66% | 0.69% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 882.18 K | $6.13 M | 10.09% | 0.55% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 848.91 K | $5.90 M | 19.89% | 0.53% |
| CABLE CAR CAPITAL LLC | 05/15/2026 | 650.00 K | $4.82 M | -1.74% | 0.40% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2026 | 505.16 K | $3.51 M | -36.74% | 0.31% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 05/15/2026 | 485.85 K | $3.38 M | 2.26% | 0.30% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 455.66 K | $3.17 M | 2,496.67% | 0.28% |
| COHEN & STEERS, INC. | 05/15/2026 | 270.00 K | $1.88 M | -6.90% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 233.47 K | $1.62 M | -0.39% | 0.15% |
| MORGAN STANLEY | 05/15/2026 | 231.66 K | $1.61 M | -2.66% | 0.14% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 210.36 K | $1.46 M | 5.90% | 0.13% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 179.26 K | $1.25 M | 0.69% | 0.11% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 162.40 K | $1.13 M | 8.27% | 0.10% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 149.37 K | $1.04 M | -44.67% | 0.09% |
| STONEX GROUP INC. | 05/14/2026 | 142.72 K | $991.93 K | -21.84% | 0.09% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 04/10/2026 | 138.00 K | $959.11 K | 22.12% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 120.75 K | $839.23 K | 3.94% | 0.08% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 04/13/2026 | 78.97 K | $548.82 K | 9.82% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 77.51 K | $544.86 K | 100.00% | 0.05% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 64.19 K | $458.94 K | 3.72% | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 52.01 K | $361.48 K | 6.06% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 49.44 K | $343.58 K | -3.27% | 0.03% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 48.46 K | $336.76 K | 0.00% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 43.87 K | $304.90 K | 0.30% | 0.03% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 41.69 K | $289.75 K | 22.29% | 0.03% |
| CERITY PARTNERS LLC | 05/15/2026 | 41.06 K | $285.33 K | 100.00% | 0.03% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 38.61 K | $268.00 K | -19.94% | 0.02% |
| FIRETHORN WEALTH PARTNERS, LLC | 04/09/2026 | 34.27 K | $238.19 K | 4.85% | 0.02% |
| TORONTO DOMINION BANK | 05/15/2026 | 32.60 K | $226.60 K | 8.68% | 0.02% |
| BLACKROCK, INC. | 05/13/2026 | 29.83 K | $207.34 K | 0.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 28.20 K | $195.99 K | 52.32% | 0.02% |
| BUSKA WEALTH MANAGEMENT, LLC | 04/13/2026 | 24.02 K | $166.92 K | 2.66% | 0.02% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 23.14 K | $160.85 K | 100.00% | 0.01% |
| BECKER CAPITAL MANAGEMENT INC | 05/11/2026 | 23.39 K | $162.56 K | 6.44% | 0.01% |
| SECURE ASSET MANAGEMENT, LLC | 04/09/2026 | 21.85 K | $151.86 K | 100.00% | 0.01% |
| AMERIFLEX GROUP, INC. | 05/15/2026 | 21.80 K | $151.51 K | 0.00% | 0.01% |
| WEALTH MANAGEMENT NEBRASKA | 05/15/2026 | 21.71 K | $150.87 K | 5.65% | 0.01% |
| MARINER, LLC | 05/13/2026 | 21.58 K | $149.96 K | 1.06% | 0.01% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 21.32 K | $148.14 K | 100.00% | 0.01% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 21.00 K | $145.95 K | 0.00% | 0.01% |
| HF ADVISORY GROUP, LLC | 04/21/2026 | 19.05 K | $132.42 K | 3.71% | 0.01% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 18.65 K | $129.64 K | 100.00% | 0.01% |
| HRT FINANCIAL LP | 05/14/2026 | 18.40 K | $127.00 K | -61.99% | 0.01% |
| MARSHALL FINANCIAL GROUP LLC | 04/13/2026 | 18.07 K | $125.55 K | 0.00% | 0.01% |
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Cornerstone Total Return Fund institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of Cornerstone Total Return Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 5.75 M
Alpine Global Management, LLC: 2.98 M
Sculptor Capital LP: 2.77 M
Quarry LP: 2.53 M
BOOTHBAY FUND MANAGEMENT, LLC: 2.35 M
LPL Financial LLC: 1.98 M
16.55% of Cornerstone Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 26.94 M shares in the last 24 months. This purchase volume represents approximately $193.18 M in transactions.