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, Q1 2026
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Mar 31, 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
- 138
- +12 vs. Q4 2025
- Shares held
- 42.5M
- +13.2M (+45.1%) vs. Q4 2025
- Total value
- $310.0M
- +$65.2M (+26.6%) vs. Q4 2025
- New holders
- 23
- 58 more added
- Sold out
- 11
- 25 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 6,814,332 | $49.6M | 7.54% | +5,674,519+497.8% | Added |
| Boothbay Fund Management, LLC | 6,744,553 | $49.1M | 1.15% | +5,459,213+424.7% | Added |
| PFG Investments, LLC | 4,123,031 | $30.0M | 1.40% | +1,125,223+37.5% | Added |
| Quarry LP | 3,489,264 | $25.4M | 5.12% | +2,253,957+182.5% | Added |
| Advisor Group Holdings, Inc. | 3,249,013 | $23.7M | 0.03% | −122,134−3.6% | Reduced |
| Sculptor Capital LP | 3,143,589 | $22.9M | 0.26% | +175,853+5.9% | Added |
| LPL Financial LLC | 2,421,530 | $17.6M | 0.00% | +619,212+34.4% | Added |
| Cetera Investment Advisers | 1,355,378 | $9.87M | 0.01% | +155,132+12.9% | Added |
| Cable Car Capital LLC | 1,249,999 | $9.75M | 3.37% | +588,316+88.9% | Added |
| Warberg Asset Management LLC | 1,041,935 | $7.59M | 2.21% | +1,041,935 | New |
| Cambridge Investment Research Advisors, Inc. | 1,039,930 | $7.57M | 0.02% | +478,353+85.2% | Added |
| Morgan Stanley | 654,939 | $4.77M | 0.00% | +96,062+17.2% | Added |
| Cohen & Steers, Inc. | 629,931 | $4.59M | 0.01% | −25,000−3.8% | Reduced |
| Perennial Investment Advisors, LLC | 475,766 | $3.46M | 0.28% | +10,202+2.2% | Added |
| WJ Financial Advisors LLC | 444,915 | $3.24M | 2.62% | +181,900+69.2% | Added |
| Almitas Capital LLC | 442,014 | $3.22M | 0.73% | +442,014 | New |
| Raymond James Financial Inc | 377,080 | $2.75M | 0.00% | +9,610+2.6% | Added |
| Stratos Wealth Partners, LTD. | 342,511 | $2.49M | 0.03% | −283,574−45.3% | Reduced |
| Yakira Capital Management, Inc. | 306,712 | $2.23M | 0.65% | −180,495−37.0% | Reduced |
| Commonwealth Equity Services, LLC | 294,428 | $2.14M | 0.00% | +9,869+3.5% | Added |
| Creative Planning | 202,929 | $1.48M | 0.00% | +24,843+14.0% | Added |
| Baird Financial Group, Inc. | 159,613 | $1.16M | 0.00% | −747−0.5% | Reduced |
| Sit Investment Associates Inc | 158,042 | $1.15M | 0.02% | −4,482,184−96.6% | Reduced |
| Winebrenner Capital Management LLC | 157,800 | $1.15M | 0.74% | +21,046+15.4% | Added |
| StoneX Group Inc. | 155,124 | $1.13M | 0.06% | +12,175+8.5% | Added |
| Kovack Advisors, Inc. | 144,289 | $1.08M | 0.06% | −66,924−31.7% | Reduced |
| Thrivent Financial for Lutherans | 145,939 | $1.06M | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 108,687 | $791.2K | 0.01% | −93,064−46.1% | Reduced |
| Savvy Advisors, Inc. | 107,490 | $782.5K | 0.02% | −1,270−1.2% | Reduced |
| Susquehanna International Group, LLP | 99,683 | $725.7K | 0.00% | +11,806+13.4% | Added |
| Creative Financial Designs Inc | 93,982 | $684.2K | 0.04% | +2,873+3.2% | Added |
| Jane Street Group, LLC | 91,952 | $669.4K | 0.00% | −88,330−49.0% | Reduced |
| Colony Group, LLC | 90,867 | $661.5K | 0.00% | +80,678+791.8% | Added |
| Prospera Financial Services Inc | 86,673 | $631.0K | 0.01% | −1,018−1.2% | Reduced |
| Encompass More Asset Management | 80,946 | $589.3K | 0.10% | −270.0% | Reduced |
| Change Path, LLC | 76,814 | $559.2K | 0.01% | +625+0.8% | Added |
| Benjamin Edwards Inc | 72,587 | $528.4K | 0.01% | −5,148−6.6% | Reduced |
| HighTower Advisors, LLC | 65,917 | $479.9K | 0.00% | +5,017+8.2% | Added |
| Gladstone Institutional Advisory LLC | 57,496 | $418.6K | 0.02% | +57,496 | New |
| Garden State Investment Advisory Services LLC | 57,260 | $417.0K | 0.10% | +5,180+9.9% | Added |
| Private Advisor Group, LLC | 54,608 | $397.6K | 0.00% | +626+1.2% | Added |
| AE Wealth Management LLC | 53,167 | $387.1K | 0.00% | −18,736−26.1% | Reduced |
| Kestra Advisory Services, LLC | 52,220 | $380.2K | 0.00% | +18,379+54.3% | Added |
| Envestnet Asset Management Inc | 50,783 | $369.7K | 0.00% | +507+1.0% | Added |
| Stifel Financial Corp | 50,734 | $369.3K | 0.00% | +3,875+8.3% | Added |
| Toronto Dominion Bank | 50,200 | $365.5K | 0.00% | +200+0.4% | Added |
| Dynamic Advisor Solutions LLC | 48,798 | $355.2K | 0.01% | +4,052+9.1% | Added |
| BlackRock, Inc. | 41,258 | $300.4K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 40,255 | $293.1K | 0.11% | +20,493+103.7% | Added |
| Independent Advisor Alliance | 37,072 | $269.9K | 0.00% | +37,072 | New |
| Meridian Wealth Management, LLC | 36,805 | $267.9K | 0.01% | +17,346+89.1% | Added |
| We Are One Seven, LLC | 33,787 | $246.0K | 0.00% | −1,684−4.7% | Reduced |
| Pathstone Holdings, LLC | 33,089 | $240.9K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 30,067 | $218.9K | 0.00% | +30,067 | New |
| Buska Wealth Management, LLC | 29,435 | $214.3K | 0.09% | +802+2.8% | Added |
| EP Wealth Advisors, LLC | 28,732 | $209.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 28,668 | $208.7K | 0.00% | +28,668 | New |
| SeaCrest Wealth Management, LLC | 28,547 | $207.8K | 0.02% | −1,375−4.6% | Reduced |
| Ameriflex Group, Inc. | 28,000 | $203.8K | 0.10% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 26,634 | $193.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 25,805 | $187.9K | 0.00% | +896+3.6% | Added |
| Chicago Partners Investment Group LLC | 24,940 | $186.3K | 0.00% | −492−1.9% | Reduced |
| NBC Securities, Inc. | 25,205 | $183.5K | 0.01% | +6,750+36.6% | Added |
| HF Advisory Group, LLC | 24,499 | $178.4K | 0.06% | +924+3.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,023 | $176.3K | 0.00% | −10,016−29.4% | Reduced |
| Pasadena Private Wealth, LLC | 23,661 | $172.3K | 0.02% | +3,204+15.7% | Added |
| Kingsview Wealth Management, LLC | 23,333 | $169.9K | 0.00% | +13,333+133.3% | Added |
| Becker Capital Management Inc | 22,037 | $160.4K | 0.00% | +2,566+13.2% | Added |
| Sequoia Financial Advisors, LLC | 21,400 | $155.8K | 0.00% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 20,663 | $150.4K | 0.01% | +20,663 | New |
| JPMorgan Chase & Co | 21,285 | $148.4K | 0.00% | +18,253+602.0% | Added |
| Pensionmark Financial Group, LLC | 20,354 | $148.2K | 0.00% | +700+3.6% | Added |
| Howe & Rusling Inc | 20,142 | $146.6K | 0.01% | +20,142 | New |
| Sanctuary Advisors, LLC | 19,961 | $145.3K | 0.00% | +346+1.8% | Added |
| Evolution Wealth Management Inc. | 19,425 | $141.4K | 0.10% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19,176 | $139.6K | 0.00% | −23,224−54.8% | Reduced |
| Larson Financial Group LLC | 19,171 | $139.6K | 0.00% | +7,094+58.7% | Added |
| Summit Financial, LLC | 18,631 | $135.6K | 0.00% | −796−4.1% | Reduced |
| Clearstead Advisors, LLC | 17,880 | $130.2K | 0.00% | +17,880 | New |
| Wedbush Securities Inc | 17,850 | $130.0K | 0.00% | +700+4.1% | Added |
| UBS Group AG | 17,634 | $128.4K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 17,631 | $128.4K | 0.00% | −11−0.1% | Reduced |
| GWM Advisors LLC | 17,490 | $127.3K | 0.00% | +571+3.4% | Added |
| Capital CS Group, LLC | 17,156 | $124.9K | 0.26% | +617+3.7% | Added |
| A4 Wealth Advisors LLC | 15,972 | $116.3K | 0.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 15,916 | $115.9K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,593 | $114.0K | 0.00% | +15,593 | New |
| Mercer Global Advisors Inc | 15,054 | $109.6K | 0.00% | +15,054 | New |
| CI Private Wealth, LLC | 14,748 | $107.4K | 0.00% | −429−2.8% | Reduced |
| Strategic Financial Concepts, LLC | 14,700 | $107.0K | 0.03% | +14,700 | New |
| Accurate Wealth Management, LLC | 14,003 | $103.9K | 0.01% | +14,003 | New |
| NWF Advisory Services Inc. | 13,500 | $98.3K | 0.01% | +1,000+8.0% | Added |
| Mosaic Family Wealth Partners, LLC | 13,219 | $96.2K | 0.01% | +703+5.6% | Added |
| Mariner, LLC | 13,125 | $95.5K | 0.00% | −7,765−37.2% | Reduced |
| Integrated Wealth Concepts LLC | 12,919 | $94.0K | 0.00% | +12,919 | New |
| Davenport & Co LLC | 12,773 | $93.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12,654 | $92.1K | 0.00% | +12,654 | New |
| Secure Asset Management, LLC | 12,530 | $91.2K | 0.01% | +12,530 | New |
| Redhawk Wealth Advisors, Inc. | 12,459 | $90.7K | 0.01% | +567+4.8% | Added |
| Allworth Financial LP | 11,910 | $86.7K | 0.00% | 00.0% | Unchanged |