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 | 02/12/2026 | 10.09 M | $80.83 M | -11.98% | 6.56% |
| SCULPTOR CAPITAL LP | 02/13/2026 | 2.71 M | $21.74 M | 5.43% | 1.76% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.89 M | $15.10 M | 5.92% | 1.23% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 1.27 M | $10.17 M | -58.18% | 0.83% |
| QUARRY LP | 02/13/2026 | 1.26 M | $10.10 M | 379.99% | 0.82% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/26/2026 | 1.21 M | $9.70 M | -64.10% | 0.79% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 801.31 K | $6.42 M | 19.97% | 0.52% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2026 | 798.56 K | $6.40 M | -49.98% | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 708.09 K | $5.67 M | 40.62% | 0.46% |
| CABLE CAR CAPITAL LLC | 02/17/2026 | 661.50 K | $5.30 M | 0.01% | 0.43% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 02/17/2026 | 475.11 K | $3.81 M | 3.00% | 0.31% |
| COHEN & STEERS, INC. | 02/13/2026 | 290.00 K | $2.32 M | 0.00% | 0.19% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 269.99 K | $2.16 M | 100.00% | 0.18% |
| MORGAN STANLEY | 02/13/2026 | 237.99 K | $1.91 M | -2.65% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 234.39 K | $1.88 M | 14.09% | 0.15% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 198.64 K | $1.59 M | 3.28% | 0.13% |
| STONEX GROUP INC. | 02/12/2026 | 182.60 K | $1.46 M | -9.47% | 0.12% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 178.04 K | $1.43 M | 46.03% | 0.12% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 150.00 K | $1.20 M | 12.54% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 116.18 K | $930.58 K | 282.53% | 0.08% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 01/07/2026 | 113.00 K | $905.14 K | 2.73% | 0.07% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 86.42 K | $692.20 K | 100.00% | 0.06% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 01/06/2026 | 71.91 K | $575.97 K | 4.90% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 67.28 K | $538.93 K | 100.00% | 0.04% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 61.89 K | $493.23 K | 0.20% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 51.11 K | $409.36 K | 4.30% | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 49.04 K | $392.81 K | 29.05% | 0.03% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 48.45 K | $388.11 K | -96.40% | 0.03% |
| HRT FINANCIAL LP | 02/12/2026 | 48.41 K | $387.00 K | 100.00% | 0.03% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 48.22 K | $386.00 K | 100.00% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 43.74 K | $350.36 K | 10.00% | 0.03% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 34.09 K | $273.06 K | 0.00% | 0.02% |
| FIRETHORN WEALTH PARTNERS, LLC | 01/08/2026 | 32.69 K | $261.83 K | 4.43% | 0.02% |
| TORONTO DOMINION BANK | 02/17/2026 | 30.00 K | $240.30 K | 0.00% | 0.02% |
| BLACKROCK, INC. | 02/12/2026 | 29.83 K | $238.97 K | 148.76% | 0.02% |
| BUSKA WEALTH MANAGEMENT, LLC | 01/22/2026 | 23.40 K | $187.40 K | 1.05% | 0.02% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 02/17/2026 | 23.37 K | $187.15 K | 84.86% | 0.02% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 22.18 K | $177.65 K | 0.00% | 0.01% |
| BECKER CAPITAL MANAGEMENT INC | 02/13/2026 | 21.98 K | $176.02 K | 0.87% | 0.01% |
| AMERIFLEX GROUP, INC. | 02/18/2026 | 21.80 K | $174.62 K | -52.61% | 0.01% |
| MARINER, LLC | 02/13/2026 | 21.35 K | $171.02 K | 9.17% | 0.01% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 21.00 K | $168.21 K | -25.63% | 0.01% |
| WEALTH MANAGEMENT NEBRASKA | 01/28/2026 | 20.55 K | $164.57 K | -0.05% | 0.01% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 18.51 K | $148.30 K | 1.29% | 0.01% |
| HF ADVISORY GROUP, LLC | 01/23/2026 | 18.37 K | $147.15 K | 3.36% | 0.01% |
| MARSHALL FINANCIAL GROUP LLC | 01/09/2026 | 18.07 K | $144.70 K | 0.00% | 0.01% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 17.55 K | $141.00 K | 4.79% | 0.01% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 16.01 K | $128.27 K | 11.45% | 0.01% |
| MOORS & CABOT, INC. | 02/10/2026 | 15.31 K | $122.62 K | 7.42% | 0.01% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 14.85 K | $118.98 K | 0.00% | 0.01% |
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Cornerstone Total Return Fund institutional Ownership - FAQ's
During the previous two years, 110 institutional investors and hedge funds held shares of Cornerstone Total Return Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 10.09 M
Sculptor Capital LP: 2.71 M
LPL Financial LLC: 1.89 M
BOOTHBAY FUND MANAGEMENT, LLC: 1.27 M
Quarry LP: 1.26 M
Alpine Global Management, LLC: 1.21 M
16.28% of Cornerstone Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 25.62 M shares in the last 24 months. This purchase volume represents approximately $190.87 M in transactions.