Cornerstone Strategic Investment Fund, Inc.

CLM

Exchange: NYSE
SEC CIK: 0000814083

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of CLM: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	138	3	146	+11
Shares	42.5M	8.09K	45.0M	+2.49M (+5.9%)
Value	$310.0M	$58.9K	$339.9M	+$30.0M (+9.7%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to CLM in Q2 2026
Institution	Shares	Value	% of portfolio
J.W. Cole Advisors, Inc.	211,424	$1.60M	0.03%
Independent Financial Group, LLC	111,901	$846.0K	0.02%
Marex Group plc	109,968	$831.4K	0.01%
Advisory Solutions Group, LLC	97,879	$740.0K	0.25%
Mirador Capital Partners LP	78,738	$595.3K	0.07%
OneAscent Family Office, LLC	44,268	$334.7K	0.17%
Foundations Investment Advisors, LLC	30,479	$230.4K	0.00%
BIP Wealth, LLC	20,898	$158.0K	0.00%
Clear Street Group Inc.	20,493	$154.9K	0.00%
Private Trust Co NA	14,514	$109.7K	0.01%
Bluedoor Private Wealth, LLC	13,916	$105.2K	0.04%
Two Sigma Securities, LLC	13,184	$99.7K	0.01%
RMR Wealth Builders	12,560	$95.0K	0.01%
Taylor Securities Services, Inc.	10,487	$79.3K	0.03%
Lido Advisors, LLC	10,482	$79.2K	0.00%
Highland Investment Advisors LLC	8,161	$61.7K	0.03%
Compass Financial Management LLC	6,960	$52.0K	0.01%
Corsicana & Co.	3,700	$28.0K	0.01%
LifeSteps Financial, Inc.	3,000	$22.7K	0.01%
SHP Wealth Management	2,500	$18.9K	0.00%
SRS Capital Advisors, Inc.	1,923	$14.5K	0.00%
Hantz Financial Services, Inc.	1,164	$9.00K	0.00%
Albion Financial Group	530	$4.01K	0.00%
First Horizon Corp	200	$1.51K	0.00%
New England Capital Financial Advisors LLC	1,358	$0	0.00%

Sold out (14)

Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of CLM in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Sit Investment Associates Inc	158,042	$1.15M
Jane Street Group, LLC	91,952	$669.4K
Independent Advisor Alliance	37,072	$269.9K
Cerity Partners LLC	30,067	$218.9K
Pasadena Private Wealth, LLC	23,661	$172.3K
Howe & Rusling Inc	20,142	$146.6K
Mercer Global Advisors Inc	15,054	$109.6K
CIBC World Markets Inc.	12,654	$92.1K
Sound Income Strategies, LLC	4,864	$35.9K
Golden State Equity Partners	3,304	$24.1K
Royal Bank of Canada	2,943	$21.0K
MAI Capital Management	600	$4.37K
Parvin Asset Management, LLC	67	$488
Danske Bank A/S	3	$22

Not filed for Q2 2026 yet (3)

Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CLM in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Anfield Capital Management, LLC	6,528	$47.5K
Sunbelt Securities, Inc.	1,546	$11.3K
CWM, LLC	14	$102