CRF — Cornerstone Total Return Fd Com Institutional Holders · Q3 2026
Who owns Cornerstone Total Return Fd Com (CRF)? 8 institutions reported holding $2.20M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Winebrenner Capital Management LLC ($813,432), Mallini Complete Financial Planning LLC ($540,157), Farther Finance Advisors, LLC ($504,987).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WINEBRENNER CAPITAL MANAGEMENT LLC | $813,432 | 132,051 | Trimmed |
| 2 | Mallini Complete Financial Planning LLC | $540,157 | 87,687 | Added |
| 3 | Farther Finance Advisors, LLC | $504,987 | 81,978 | Added |
| 4 | CoreCap Advisors, LLC | $216,044 | 35,072 | Added |
| 5 | HF Advisory Group, LLC | $127,045 | 20,624 | Added |
| 6 | Mirador Capital Partners LP | $0 | 0 | Exited |
| 7 | GoalVest Advisory LLC | $0 | 0 | Exited |
| 8 | Buska Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30