Who owns Flaherty & Crumrine Total Return Fund Inc.?
Institutional ownership of FLC from SEC Form 13F filings across 36 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
36
13F holders
$15.9M
value, 2026 filers
9.1%
of shares outstanding (952,403 sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FLC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 261,186 | $4.4M | 0.0% | 2.5% | -4.8% |
| 2 | LPL Financial LLC | 157,596 | $2.7M | 0.0% | 1.5% | +0.7% |
| 3 | Invesco Ltd. | 129,884 | $2.2M | 0.0% | 1.2% | +4.1% |
| 4 | MORGAN STANLEY | 97,218 | $1.6M | 0.0% | 0.9% | +4.5% |
| 5 | Focus Partners Wealth | 43,334 | $732,347 | 0.0% | 0.4% | +0.5% |
| 6 | WELLS FARGO & COMPANY/MN | 42,360 | $715,888 | 0.0% | 0.4% | -4.3% |
| 7 | Baird Financial Group, Inc. | 40,379 | $682,405 | 0.0% | 0.4% | -1.5% |
| 8 | OSAIC HOLDINGS, INC. | 19,468 | $329,026 | 0.0% | 0.2% | +13.6% |
| 9 | Mallini Complete Financial Planning LLC | 18,752 | $316,923 | 0.2% | 0.2% | +1.0% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 17,578 | $297,068 | 0.0% | 0.2% | new |
| 11 | RAYMOND JAMES FINANCIAL INC | 16,782 | $283,616 | 0.0% | 0.2% | +0.1% |
| 12 | READYSTATE ASSET MANAGEMENT LPNEW | 15,420 | $260,598 | 0.0% | 0.1% | new |
| 13 | HighTower Advisors, LLC | 14,650 | $247,585 | 0.0% | 0.1% | 0.0% |
| 14 | Traub Capital Management LLCNEW | 12,886 | $217,773 | 0.2% | 0.1% | new |
| 15 | Koshinski Asset Management, Inc. | 12,560 | $212,264 | 0.0% | 0.1% | 0.0% |
| 16 | WEDBUSH SECURITIES INC | 12,530 | $212 | 0.0% | 0.1% | 0.0% |
| 17 | Capital Investment Advisors, LLCNEW | 11,196 | $189,212 | 0.0% | 0.1% | new |
| 18 | ROYAL BANK OF CANADA | 7,672 | $130,000 | 0.0% | 0.1% | +2.0% |
| 19 | UBS Group AG | 6,635 | $112,132 | 0.0% | 0.1% | -0.2% |
| 20 | Global Retirement Partners, LLCNEW | 3,382 | $57,148 | 0.0% | 0% | new |
| 21 | Rockefeller Capital Management L.P. | 2,868 | $48,469 | 0.0% | 0% | 0.0% |
| 22 | HARBOUR INVESTMENTS, INC. | 1,710 | $28,898 | 0.0% | 0% | +0.1% |
| 23 | IFG Advisory, LLC | 1,680 | $28,392 | 0.0% | 0% | +63.1% |
| 24 | SRH ADVISORS, LLC | 1,000 | $16,900 | 0.0% | 0% | 0.0% |
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 732 | $12,371 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.