Cornerstone Strategic Investment Fund, Inc.
CLM- Exchange
- NYSE
- SEC CIK
- 0000814083
In the last 90 days, Cornerstone Strategic Investment Fund, Inc. insiders filed 1 open-market purchase and 0 sales; 146 institutions reported holding it in 13F filings for Q2 2026, worth $348.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 146
- +11 vs. Q1 2026
- Shares held
- 46.1M
- +3.58M (+8.4%) vs. Q1 2026
- Total value
- $348.2M
- +$38.2M (+12.3%) vs. Q1 2026
- New holders
- 25
- 58 more added
- Sold out
- 14
- 33 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CLM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 146 | $348.2M |
| Q1 2026 | 138 | $310.0M |
| Q4 2025 | 127 | $245.1M |
| Q3 2025 | 126 | $314.1M |
| Q2 2025 | 121 | $326.6M |
| Q1 2025 | 121 | $197.1M |
| Q4 2024 | 128 | $266.0M |
| Q3 2024 | 117 | $217.8M |
| Q2 2024 | 117 | $320.2M |
| Q1 2024 | 108 | $304.4M |
| Q4 2023 | 110 | $298.8M |
| Q3 2023 | 92 | $297.2M |
| Q2 2023 | 92 | $347.2M |
| Q1 2023 | 90 | $284.4M |
| Q4 2022 | 90 | $340.6M |
| Q3 2022 | 78 | $353.0M |
| Q2 2022 | 85 | $368.5M |
| Q1 2022 | 66 | $68.6M |
| Q4 2021 | 56 | $62.9M |
| Q3 2021 | 46 | $103.5M |
| Q2 2021 | 53 | $167.1M |
| Q1 2021 | 51 | $35.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 6,833,682 | $51.7M | 8.48% | +19,350+0.3% | Added |
| Boothbay Fund Management, LLC | 6,736,737 | $50.9M | 0.95% | −7,816−0.1% | Reduced |
| PFG Investments, LLC | 4,492,919 | $34.0M | 1.32% | +369,888+9.0% | Added |
| Quarry LP | 3,476,236 | $26.3M | 4.15% | −13,028−0.4% | Reduced |
| Sculptor Capital LP | 3,325,694 | $25.1M | 0.26% | +182,105+5.8% | Added |
| Advisor Group Holdings, Inc. | 3,016,078 | $22.8M | 0.03% | −232,935−7.2% | Reduced |
| LPL Financial LLC | 2,586,106 | $19.6M | 0.00% | +164,576+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,186,598 | $16.5M | 0.02% | +1,146,668+110.3% | Added |
| Warberg Asset Management LLC | 1,836,581 | $13.9M | 4.11% | +794,646+76.3% | Added |
| Cetera Investment Advisers | 1,558,231 | $11.8M | 0.01% | +202,853+15.0% | Added |
| Cable Car Capital LLC | 1,274,106 | $9.63M | 0.21% | +24,107+1.9% | Added |
| Almitas Capital LLC | 661,789 | $5.00M | 1.20% | +219,775+49.7% | Added |
| Cohen & Steers, Inc. | 629,931 | $4.76M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 560,243 | $4.24M | 0.00% | −94,696−14.5% | Reduced |
| WJ Financial Advisors LLC | 503,994 | $3.81M | 2.80% | +59,079+13.3% | Added |
| Perennial Investment Advisors, LLC | 484,530 | $3.66M | 0.24% | +8,764+1.8% | Added |
| Raymond James Financial Inc | 388,773 | $2.94M | 0.00% | +11,693+3.1% | Added |
| Stratos Wealth Partners, LTD. | 333,993 | $2.52M | 0.03% | −8,518−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 319,209 | $2.41M | 0.00% | +24,781+8.4% | Added |
| Yakira Capital Management, Inc. | 311,396 | $2.35M | 0.69% | +4,684+1.5% | Added |
| Creative Planning | 277,113 | $2.09M | 0.00% | +74,184+36.6% | Added |
| Kovack Advisors, Inc. | 233,414 | $1.76M | 0.08% | +89,125+61.8% | Added |
| J.W. Cole Advisors, Inc. | 211,424 | $1.60M | 0.03% | +211,424 | New |
| Baird Financial Group, Inc. | 178,155 | $1.35M | 0.00% | +18,542+11.6% | Added |
| Winebrenner Capital Management LLC | 158,000 | $1.19M | 0.73% | +200+0.1% | Added |
| StoneX Group Inc. | 151,920 | $1.15M | 0.05% | −3,204−2.1% | Reduced |
| Thrivent Financial for Lutherans | 145,939 | $1.10M | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 132,993 | $1.01M | 0.05% | +39,011+41.5% | Added |
| Independent Financial Group, LLC | 111,901 | $846.0K | 0.02% | +111,901 | New |
| Aptus Capital Advisors, LLC | 110,719 | $837.0K | 0.01% | +2,032+1.9% | Added |
| Marex Group plc | 109,968 | $831.4K | 0.01% | +109,968 | New |
| Savvy Advisors, Inc. | 107,590 | $813.4K | 0.02% | +100+0.1% | Added |
| Advisory Solutions Group, LLC | 97,879 | $740.0K | 0.25% | +97,879 | New |
| AE Wealth Management LLC | 92,708 | $700.9K | 0.00% | +39,541+74.4% | Added |
| Encompass More Asset Management | 89,506 | $676.7K | 0.10% | +8,560+10.6% | Added |
| XTX Topco Ltd | 88,603 | $669.8K | 0.01% | +59,935+209.1% | Added |
| Colony Group, LLC | 83,516 | $631.4K | 0.00% | −7,351−8.1% | Reduced |
| Change Path, LLC | 79,026 | $597.4K | 0.01% | +2,212+2.9% | Added |
| Mirador Capital Partners LP | 78,738 | $595.3K | 0.07% | +78,738 | New |
| Benjamin Edwards Inc | 74,406 | $562.5K | 0.01% | +1,819+2.5% | Added |
| Garden State Investment Advisory Services LLC | 65,260 | $493.4K | 0.10% | +8,000+14.0% | Added |
| Private Advisor Group, LLC | 62,116 | $469.6K | 0.00% | +7,508+13.7% | Added |
| CoreCap Advisors, LLC | 59,850 | $452.5K | 0.01% | +40,674+212.1% | Added |
| Envestnet Asset Management Inc | 59,467 | $449.6K | 0.00% | +8,684+17.1% | Added |
| HighTower Advisors, LLC | 59,049 | $446.4K | 0.00% | −6,868−10.4% | Reduced |
| Stifel Financial Corp | 58,350 | $441.1K | 0.00% | +7,616+15.0% | Added |
| Prospera Financial Services Inc | 54,917 | $415.2K | 0.01% | −31,756−36.6% | Reduced |
| Dynamic Advisor Solutions LLC | 54,125 | $409.2K | 0.01% | +5,327+10.9% | Added |
| Kestra Advisory Services, LLC | 51,892 | $392.3K | 0.00% | −328−0.6% | Reduced |
| Toronto Dominion Bank | 50,000 | $378.0K | 0.00% | −200−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 49,081 | $371.1K | 0.01% | −8,415−14.6% | Reduced |
| OneAscent Family Office, LLC | 44,268 | $334.7K | 0.17% | +44,268 | New |
| Firethorn Wealth Partners, LLC | 42,157 | $318.7K | 0.10% | +1,902+4.7% | Added |
| BlackRock, Inc. | 41,258 | $311.9K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 39,161 | $296.1K | 0.03% | +10,614+37.2% | Added |
| We Are One Seven, LLC | 35,273 | $266.7K | 0.00% | +1,486+4.4% | Added |
| Meridian Wealth Management, LLC | 35,062 | $265.1K | 0.01% | −1,743−4.7% | Reduced |
| Pathstone Holdings, LLC | 33,089 | $250.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 32,449 | $245.3K | 0.00% | +19,324+147.2% | Added |
| Buska Wealth Management, LLC | 30,596 | $231.3K | 0.08% | +1,161+3.9% | Added |
| Foundations Investment Advisors, LLC | 30,479 | $230.4K | 0.00% | +30,479 | New |
| EP Wealth Advisors, LLC | 28,733 | $217.2K | 0.00% | +10.0% | Added |
| Ameriflex Group, Inc. | 27,500 | $207.9K | 0.08% | −500−1.8% | Reduced |
| Rockefeller Capital Management L.P. | 26,634 | $201.4K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 26,328 | $199.0K | 0.00% | +523+2.0% | Added |
| HF Advisory Group, LLC | 25,484 | $192.7K | 0.06% | +985+4.0% | Added |
| NBC Securities, Inc. | 25,205 | $190.5K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 23,533 | $179.6K | 0.00% | −490−2.0% | Reduced |
| Chicago Partners Investment Group LLC | 25,023 | $179.2K | 0.00% | +83+0.3% | Added |
| Virtu Financial LLC | 23,328 | $176.0K | 0.01% | +7,735+49.6% | Added |
| Becker Capital Management Inc | 22,847 | $172.7K | 0.00% | +810+3.7% | Added |
| Sequoia Financial Advisors, LLC | 21,400 | $161.8K | 0.00% | 00.0% | Unchanged |
| BIP Wealth, LLC | 20,898 | $158.0K | 0.00% | +20,898 | New |
| Clear Street Group Inc. | 20,493 | $154.9K | 0.00% | +20,493 | New |
| Sanctuary Advisors, LLC | 20,084 | $151.8K | 0.00% | +123+0.6% | Added |
| Larson Financial Group LLC | 20,083 | $151.8K | 0.00% | +912+4.8% | Added |
| Marshall Financial Group LLC | 20,000 | $151.2K | 0.02% | +10,000+100.0% | Added |
| UBS Group AG | 18,476 | $139.7K | 0.00% | +842+4.8% | Added |
| GWM Advisors LLC | 18,101 | $136.8K | 0.00% | +611+3.5% | Added |
| Clearstead Advisors, LLC | 17,880 | $135.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,850 | $135.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 17,670 | $134.5K | 0.00% | −2,684−13.2% | Reduced |
| Summit Financial, LLC | 17,754 | $134.2K | 0.00% | −877−4.7% | Reduced |
| Capital CS Group, LLC | 17,437 | $131.8K | 0.19% | +281+1.6% | Added |
| Secure Asset Management, LLC | 17,065 | $129.0K | 0.02% | +4,535+36.2% | Added |
| Integrity Alliance, LLC. | 16,693 | $126.2K | 0.00% | −938−5.3% | Reduced |
| Susquehanna International Group, LLP | 16,550 | $125.1K | 0.00% | −83,133−83.4% | Reduced |
| Ameriprise Financial Inc | 15,916 | $120.3K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 15,700 | $118.7K | 0.04% | +1,000+6.8% | Added |
| Smith Chas P & Associates Pa Cpas | 15,663 | $118.4K | 0.01% | −5,000−24.2% | Reduced |
| Evolution Wealth Management Inc. | 14,568 | $110.1K | 0.06% | −4,857−25.0% | Reduced |
| Private Trust Co NA | 14,514 | $109.7K | 0.01% | +14,514 | New |
| Accurate Wealth Management, LLC | 14,163 | $108.1K | 0.01% | +160+1.1% | Added |
| A4 Wealth Advisors LLC | 14,022 | $106.0K | 0.07% | −1,950−12.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 14,008 | $105.9K | 0.01% | +789+6.0% | Added |
| Bluedoor Private Wealth, LLC | 13,916 | $105.2K | 0.04% | +13,916 | New |
| NWF Advisory Services Inc. | 13,500 | $102.1K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,184 | $99.7K | 0.01% | +13,184 | New |
| Redhawk Wealth Advisors, Inc. | 13,063 | $98.8K | 0.01% | +604+4.8% | Added |
| Integrated Wealth Concepts LLC | 12,912 | $97.6K | 0.00% | −7−0.1% | Reduced |