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 $339.9M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Jun 30, 2025. 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
- 121
- +1 vs. Q1 2025
- Shares held
- 40.2M
- +13.7M (+51.6%) vs. Q1 2025
- Total value
- $326.4M
- +$129.4M (+65.7%) vs. Q1 2025
- New holders
- 17
- 55 more added
- Sold out
- 16
- 29 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $339.9M |
| Q1 2026 | 138 | $310.0M |
| Q4 2025 | 127 | $245.0M |
| Q3 2025 | 126 | $314.0M |
| Q2 2025 | 121 | $326.4M |
| Q1 2025 | 121 | $197.1M |
| Q4 2024 | 128 | $211.9M |
| Q3 2024 | 117 | $214.2M |
| Q2 2024 | 117 | $250.1M |
| Q1 2024 | 108 | $259.0M |
| Q4 2023 | 110 | $258.2M |
| Q3 2023 | 92 | $253.9M |
| Q2 2023 | 92 | $302.0M |
| Q1 2023 | 90 | $284.4M |
| Q4 2022 | 90 | $340.6M |
| Q3 2022 | 78 | $353.0M |
| Q2 2022 | 85 | $368.0M |
| 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 2025
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 6,612,795 | $53.7M | 12.10% | +336,516+5.4% | Added |
| Boothbay Fund Management, LLC | 6,135,929 | $49.8M | 1.56% | +235,382+4.0% | Added |
| Sit Investment Associates Inc | 5,730,776 | $46.5M | 0.99% | +5,695,776+16,273.6% | Added |
| Advisor Group Holdings, Inc. | 3,493,550 | $28.4M | 0.05% | +791,583+29.3% | Added |
| Sculptor Capital LP | 2,666,574 | $21.7M | 0.35% | +2,666,574 | New |
| Rivernorth Capital Management, LLC | 1,803,392 | $14.6M | 0.81% | +1,803,392 | New |
| LPL Financial LLC | 1,362,299 | $11.1M | 0.00% | +249,041+22.4% | Added |
| Absolute Investment Advisers LLC | 1,229,119 | $9.98M | 1.23% | +1,229,119 | New |
| Yakira Capital Management, Inc. | 1,197,769 | $9.73M | 3.58% | +535,009+80.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,074,966 | $8.73M | 3.11% | +986,074+1,109.3% | Added |
| Cohen & Steers, Inc. | 734,931 | $5.97M | 0.01% | +127,733+21.0% | Added |
| Cable Car Capital LLC | 661,825 | $5.37M | 2.33% | −707−0.1% | Reduced |
| Cetera Investment Advisers | 610,585 | $4.96M | 0.01% | +105,464+20.9% | Added |
| Stratos Wealth Partners, LTD. | 548,477 | $4.45M | 0.06% | +182,143+49.7% | Added |
| Morgan Stanley | 508,044 | $4.13M | 0.00% | +54,867+12.1% | Added |
| Quarry LP | 506,996 | $4.12M | 0.95% | +494,978+4,118.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 498,849 | $4.05M | 0.01% | −23,106−4.4% | Reduced |
| Perennial Investment Advisors, LLC | 451,228 | $3.66M | 0.36% | +14,271+3.3% | Added |
| Raymond James Financial Inc | 351,430 | $2.85M | 0.00% | +40,761+13.1% | Added |
| Ursa Fund Management, LLC | 275,000 | $2.23M | 5.58% | +250,000+1,000.0% | Added |
| US Bancorp | 256,505 | $2.08M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 251,740 | $2.04M | 0.00% | +1,275+0.5% | Added |
| Aptus Capital Advisors, LLC | 217,910 | $1.77M | 0.02% | +2,858+1.3% | Added |
| J.W. Cole Advisors, Inc. | 205,931 | $1.67M | 0.04% | +40,024+24.1% | Added |
| Thrivent Financial for Lutherans | 145,939 | $1.19M | 0.00% | +45,487+45.3% | Added |
| StoneX Group Inc. | 133,949 | $1.09M | 0.05% | +41,902+45.5% | Added |
| Creative Planning | 120,974 | $982.3K | 0.00% | +25,627+26.9% | Added |
| Benjamin Edwards Inc | 109,511 | $889.2K | 0.01% | −13,058−10.7% | Reduced |
| Winebrenner Capital Management LLC | 108,426 | $880.4K | 0.71% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 91,397 | $742.1K | 0.00% | −1,249−1.3% | Reduced |
| Avantax Advisory Services, Inc. | 83,899 | $681.3K | 0.00% | +83,899 | New |
| BlackRock, Inc. | 83,144 | $675.1K | 0.00% | +36,703+79.0% | Added |
| Creative Financial Designs Inc | 81,742 | $663.7K | 0.05% | +10,767+15.2% | Added |
| Encompass More Asset Management | 80,317 | $652.2K | 0.15% | +3,747+4.9% | Added |
| Prospera Financial Services Inc | 70,726 | $574.3K | 0.01% | +7,163+11.3% | Added |
| Jane Street Group, LLC | 65,005 | $527.8K | 0.00% | +29,291+82.0% | Added |
| Strategic Financial Concepts, LLC | 64,700 | $525.4K | 0.07% | −7,400−10.3% | Reduced |
| Garden State Investment Advisory Services LLC | 61,706 | $501.2K | 0.14% | +10,945+21.6% | Added |
| HighTower Advisors, LLC | 59,496 | $483.1K | 0.00% | −46,633−43.9% | Reduced |
| CoreCap Advisors, LLC | 51,956 | $421.9K | 0.02% | +9,942+23.7% | Added |
| Private Advisor Group, LLC | 51,681 | $419.6K | 0.00% | +646+1.3% | Added |
| AE Wealth Management LLC | 50,164 | $407.3K | 0.00% | +50,164 | New |
| Toronto Dominion Bank | 50,000 | $406.0K | 0.00% | +50,000 | New |
| Stifel Financial Corp | 47,215 | $383.4K | 0.00% | +5,300+12.6% | Added |
| Envestnet Asset Management Inc | 45,212 | $367.1K | 0.00% | −6,337−12.3% | Reduced |
| Dynamic Advisor Solutions LLC | 41,545 | $337.3K | 0.01% | +2,103+5.3% | Added |
| FMR LLC | 39,673 | $322.1K | 0.00% | +39,629+90,065.9% | Added |
| Change Path, LLC | 39,112 | $317.6K | 0.01% | +39,112 | New |
| Citadel Advisors LLC | 37,929 | $308.0K | 0.00% | −11,967−24.0% | Reduced |
| PFG Investments, LLC | 37,318 | $303.0K | 0.02% | −13,318−26.3% | Reduced |
| We Are One Seven, LLC | 35,300 | $286.6K | 0.01% | +10,583+42.8% | Added |
| Kestra Advisory Services, LLC | 34,447 | $279.7K | 0.00% | +18,781+119.9% | Added |
| Atria Wealth Solutions, Inc. | 32,531 | $268.2K | 0.01% | −171,245−84.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,100 | $256.3K | 0.00% | +13,193+73.7% | Added |
| GWM Advisors LLC | 29,865 | $242.5K | 0.00% | +6,865+29.8% | Added |
| Susquehanna International Group, LLP | 28,161 | $228.7K | 0.00% | −72,535−72.0% | Reduced |
| Millennium Management LLC | 26,574 | $215.8K | 0.00% | +26,574 | New |
| Chicago Partners Investment Group LLC | 26,351 | $213.2K | 0.01% | −4,813−15.4% | Reduced |
| Rockefeller Capital Management L.P. | 25,702 | $208.7K | 0.00% | −1,400−5.2% | Reduced |
| Kestra Private Wealth Services, LLC | 24,297 | $197.3K | 0.00% | +4,018+19.8% | Added |
| SeaCrest Wealth Management, LLC | 23,938 | $194.4K | 0.02% | +5,031+26.6% | Added |
| Redhawk Wealth Advisors, Inc. | 23,678 | $192.3K | 0.02% | +1,114+4.9% | Added |
| UBS Group AG | 23,194 | $188.3K | 0.00% | −30,165−56.5% | Reduced |
| Capital CS Group, LLC | 22,568 | $183.3K | 0.30% | +5,013+28.6% | Added |
| HF Advisory Group, LLC | 21,939 | $178.1K | 0.07% | +836+4.0% | Added |
| Summit Financial, LLC | 21,627 | $175.6K | 0.00% | +21,627 | New |
| Vantage Financial Partners, LLC | 21,437 | $174.1K | 0.04% | −3,570−14.3% | Reduced |
| Sequoia Financial Advisors, LLC | 21,400 | $173.8K | 0.00% | −600−2.7% | Reduced |
| Pathstone Holdings, LLC | 21,012 | $170.6K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 20,000 | $162.4K | 0.00% | +20,000 | New |
| MAI Capital Management | 19,865 | $161.3K | 0.00% | +1,256+6.7% | Added |
| Evolution Wealth Management Inc. | 19,425 | $157.7K | 0.19% | +19,425 | New |
| Meridian Wealth Management, LLC | 19,126 | $155.3K | 0.01% | +9,126+91.3% | Added |
| Sanctuary Advisors, LLC | 18,800 | $152.7K | 0.00% | −200−1.1% | Reduced |
| NBC Securities, Inc. | 18,455 | $149.0K | 0.01% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 18,017 | $146.3K | 0.04% | +1,498+9.1% | Added |
| Firethorn Wealth Partners, LLC | 17,146 | $139.2K | 0.06% | +807+4.9% | Added |
| Oppenheimer & Co Inc | 15,966 | $129.6K | 0.00% | −40.0% | Reduced |
| Ameriprise Financial Inc | 15,916 | $129.2K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,969 | $121.5K | 0.00% | +14,969 | New |
| Allworth Financial LP | 14,463 | $117.4K | 0.00% | +13,842+2,229.0% | Added |
| Clarity Capital Partners LLC | 14,089 | $114.4K | 0.04% | −52,101−78.7% | Reduced |
| Pasadena Private Wealth, LLC | 13,945 | $113.2K | 0.02% | +2,342+20.2% | Added |
| Wedbush Securities Inc | 13,850 | $112.0K | 0.00% | −6,074−30.5% | Reduced |
| BlueChip Wealth Advisors LLC | 13,497 | $109.6K | 0.05% | +409+3.1% | Added |
| Davenport & Co LLC | 12,773 | $103.7K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,210 | $99.1K | 0.00% | −182−1.5% | Reduced |
| Capital Investment Advisory Services, LLC | 12,137 | $98.6K | 0.01% | +12,137 | New |
| Mosaic Family Wealth Partners, LLC | 11,448 | $93.0K | 0.01% | +833+7.8% | Added |
| Harbor Investment Advisory, LLC | 11,204 | $91.0K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,260 | $83.3K | 0.00% | +10,260 | New |
| Sonora Investment Management Group, LLC | 10,135 | $82.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10,122 | $82.2K | 0.00% | +3,481+52.4% | Added |
| Marshall Financial Group LLC | 10,000 | $81.7K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,000 | $81.2K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,000 | $81.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10,000 | $81.2K | 0.01% | +10,000 | New |
| Northwestern Mutual Wealth Management Co | 9,755 | $79.2K | 0.00% | −4,362−30.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,010 | $65.0K | 0.01% | +1,200+17.6% | Added |
| Anfield Capital Management, LLC | 6,528 | $53.0K | 0.02% | 00.0% | Unchanged |