CRF

Cornerstone Total Return

Latest period2026 - Q2Total superinvestors7

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 7 superinvestors own shares of Cornerstone Total Return (CRF), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cornerstone Total Return (CRF), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cornerstone Total Return (CRF) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cornerstone Total Return (CRF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Lia Bertelson@Mallini Complete Financial Planning Llc
Recent Activity
Increased 8.5%
0.44%
$615,157
85,676 shares@ 7.19 avg price
Gerardo Martinez@Mirador Capital Partners Lp
Recent Activity
New Position
0.07%
$567,342
79,017 shares@ 7.18 avg price
Cole Bruner@Buska Wealth Management, Llc
Recent Activity
Increased 3.1%
0.07%
$177,784
24,761 shares@ 7.19 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 2.87%
0.01%
$170,940
23,808 shares@ 7.18 avg price
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Increased 3.82%
0.05%
$142,016
19,779 shares@ 7.19 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 93.51%
0.01%
$101,037
14,072 shares@ 7.19 avg price
Chen Li@Goalvest Advisory Llc
Recent Activity
0.01%
$6,749
940 shares@ 7.18 avg price

1-7 of 7