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 |
|---|---|---|---|---|---|
| CWM, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1 | $4 | 0.00% | −11,765−100.0% | Reduced |
| Danske Bank A/S | 2 | $16 | 0.00% | −2−50.0% | Reduced |
| Wells Fargo & Company | 3 | $23 | 0.00% | −1−25.0% | Reduced |
| Harbour Investments, Inc. | 38 | $309 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 700 | $5.68K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 700 | $5.68K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 856 | $6.95K | 0.00% | +856 | New |
| Avalon Trust Co | 1,000 | $8.12K | 0.00% | −1,000−50.0% | Reduced |
| Godsey & Gibb Associates | 1,000 | $8.12K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,191 | $9.68K | 0.00% | +1,191 | New |
| The PNC Financial Services Group, Inc. | 1,200 | $9.74K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,181 | $10.1K | 0.00% | −60−4.8% | Reduced |
| Aventura Private Wealth, LLC | 1,500 | $12.2K | 0.01% | +500+50.0% | Added |
| Assetmark, Inc | 1,971 | $16.0K | 0.00% | −4,262−68.4% | Reduced |
| TSFG, LLC | 2,351 | $19.0K | 0.00% | +2,334+13,729.4% | Added |
| Royal Bank of Canada | 2,594 | $21.0K | 0.00% | +1,468+130.4% | Added |
| Bank of America Corp | 3,904 | $31.7K | 0.00% | −1,899,318−99.8% | Reduced |
| Farther Finance Advisors, LLC | 4,804 | $39.0K | 0.00% | +1,715+55.5% | Added |
| Sound Income Strategies, LLC | 4,864 | $39.5K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 5,695 | $46.2K | 0.03% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6,528 | $53.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8,010 | $65.0K | 0.01% | +1,200+17.6% | Added |
| Northwestern Mutual Wealth Management Co | 9,755 | $79.2K | 0.00% | −4,362−30.9% | Reduced |
| 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 |
| Marshall Financial Group LLC | 10,000 | $81.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10,122 | $82.2K | 0.00% | +3,481+52.4% | Added |
| Sonora Investment Management Group, LLC | 10,135 | $82.3K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,260 | $83.3K | 0.00% | +10,260 | New |
| Harbor Investment Advisory, LLC | 11,204 | $91.0K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 11,448 | $93.0K | 0.01% | +833+7.8% | Added |
| Capital Investment Advisory Services, LLC | 12,137 | $98.6K | 0.01% | +12,137 | New |
| Integrated Wealth Concepts LLC | 12,210 | $99.1K | 0.00% | −182−1.5% | Reduced |
| Davenport & Co LLC | 12,773 | $103.7K | 0.00% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 13,497 | $109.6K | 0.05% | +409+3.1% | Added |
| Wedbush Securities Inc | 13,850 | $112.0K | 0.00% | −6,074−30.5% | Reduced |
| Pasadena Private Wealth, LLC | 13,945 | $113.2K | 0.02% | +2,342+20.2% | Added |
| Clarity Capital Partners LLC | 14,089 | $114.4K | 0.04% | −52,101−78.7% | Reduced |
| Allworth Financial LP | 14,463 | $117.4K | 0.00% | +13,842+2,229.0% | Added |
| RSM US Wealth Management LLC | 14,969 | $121.5K | 0.00% | +14,969 | New |
| Ameriprise Financial Inc | 15,916 | $129.2K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,966 | $129.6K | 0.00% | −40.0% | Reduced |
| Firethorn Wealth Partners, LLC | 17,146 | $139.2K | 0.06% | +807+4.9% | Added |
| Buska Wealth Management, LLC | 18,017 | $146.3K | 0.04% | +1,498+9.1% | Added |
| NBC Securities, Inc. | 18,455 | $149.0K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 18,800 | $152.7K | 0.00% | −200−1.1% | Reduced |
| Meridian Wealth Management, LLC | 19,126 | $155.3K | 0.01% | +9,126+91.3% | Added |
| Evolution Wealth Management Inc. | 19,425 | $157.7K | 0.19% | +19,425 | New |
| MAI Capital Management | 19,865 | $161.3K | 0.00% | +1,256+6.7% | Added |
| Goldman Sachs Group Inc | 20,000 | $162.4K | 0.00% | +20,000 | New |
| Pathstone Holdings, LLC | 21,012 | $170.6K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 21,400 | $173.8K | 0.00% | −600−2.7% | Reduced |
| Vantage Financial Partners, LLC | 21,437 | $174.1K | 0.04% | −3,570−14.3% | Reduced |
| Summit Financial, LLC | 21,627 | $175.6K | 0.00% | +21,627 | New |
| HF Advisory Group, LLC | 21,939 | $178.1K | 0.07% | +836+4.0% | Added |
| Capital CS Group, LLC | 22,568 | $183.3K | 0.30% | +5,013+28.6% | Added |
| UBS Group AG | 23,194 | $188.3K | 0.00% | −30,165−56.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 23,678 | $192.3K | 0.02% | +1,114+4.9% | Added |
| SeaCrest Wealth Management, LLC | 23,938 | $194.4K | 0.02% | +5,031+26.6% | Added |
| Kestra Private Wealth Services, LLC | 24,297 | $197.3K | 0.00% | +4,018+19.8% | Added |
| Rockefeller Capital Management L.P. | 25,702 | $208.7K | 0.00% | −1,400−5.2% | Reduced |
| Chicago Partners Investment Group LLC | 26,351 | $213.2K | 0.01% | −4,813−15.4% | Reduced |
| Millennium Management LLC | 26,574 | $215.8K | 0.00% | +26,574 | New |
| Susquehanna International Group, LLP | 28,161 | $228.7K | 0.00% | −72,535−72.0% | Reduced |
| GWM Advisors LLC | 29,865 | $242.5K | 0.00% | +6,865+29.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,100 | $256.3K | 0.00% | +13,193+73.7% | Added |
| Atria Wealth Solutions, Inc. | 32,531 | $268.2K | 0.01% | −171,245−84.0% | Reduced |
| Kestra Advisory Services, LLC | 34,447 | $279.7K | 0.00% | +18,781+119.9% | Added |
| We Are One Seven, LLC | 35,300 | $286.6K | 0.01% | +10,583+42.8% | Added |
| PFG Investments, LLC | 37,318 | $303.0K | 0.02% | −13,318−26.3% | Reduced |
| Citadel Advisors LLC | 37,929 | $308.0K | 0.00% | −11,967−24.0% | Reduced |
| Change Path, LLC | 39,112 | $317.6K | 0.01% | +39,112 | New |
| FMR LLC | 39,673 | $322.1K | 0.00% | +39,629+90,065.9% | Added |
| Dynamic Advisor Solutions LLC | 41,545 | $337.3K | 0.01% | +2,103+5.3% | Added |
| Envestnet Asset Management Inc | 45,212 | $367.1K | 0.00% | −6,337−12.3% | Reduced |
| Stifel Financial Corp | 47,215 | $383.4K | 0.00% | +5,300+12.6% | Added |
| Toronto Dominion Bank | 50,000 | $406.0K | 0.00% | +50,000 | New |
| AE Wealth Management LLC | 50,164 | $407.3K | 0.00% | +50,164 | New |
| Private Advisor Group, LLC | 51,681 | $419.6K | 0.00% | +646+1.3% | Added |
| CoreCap Advisors, LLC | 51,956 | $421.9K | 0.02% | +9,942+23.7% | Added |
| HighTower Advisors, LLC | 59,496 | $483.1K | 0.00% | −46,633−43.9% | Reduced |
| Garden State Investment Advisory Services LLC | 61,706 | $501.2K | 0.14% | +10,945+21.6% | Added |
| Strategic Financial Concepts, LLC | 64,700 | $525.4K | 0.07% | −7,400−10.3% | Reduced |
| Jane Street Group, LLC | 65,005 | $527.8K | 0.00% | +29,291+82.0% | Added |
| Prospera Financial Services Inc | 70,726 | $574.3K | 0.01% | +7,163+11.3% | Added |
| Encompass More Asset Management | 80,317 | $652.2K | 0.15% | +3,747+4.9% | Added |
| Creative Financial Designs Inc | 81,742 | $663.7K | 0.05% | +10,767+15.2% | Added |
| BlackRock, Inc. | 83,144 | $675.1K | 0.00% | +36,703+79.0% | Added |
| Avantax Advisory Services, Inc. | 83,899 | $681.3K | 0.00% | +83,899 | New |
| Baird Financial Group, Inc. | 91,397 | $742.1K | 0.00% | −1,249−1.3% | Reduced |
| Winebrenner Capital Management LLC | 108,426 | $880.4K | 0.71% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 109,511 | $889.2K | 0.01% | −13,058−10.7% | Reduced |
| Creative Planning | 120,974 | $982.3K | 0.00% | +25,627+26.9% | Added |
| StoneX Group Inc. | 133,949 | $1.09M | 0.05% | +41,902+45.5% | Added |
| Thrivent Financial for Lutherans | 145,939 | $1.19M | 0.00% | +45,487+45.3% | Added |
| J.W. Cole Advisors, Inc. | 205,931 | $1.67M | 0.04% | +40,024+24.1% | Added |
| Aptus Capital Advisors, LLC | 217,910 | $1.77M | 0.02% | +2,858+1.3% | Added |
| Commonwealth Equity Services, LLC | 251,740 | $2.04M | 0.00% | +1,275+0.5% | Added |