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 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
- 45.0M
- +2.49M (+5.9%) vs. Q1 2026
- Total value
- $339.9M
- +$30.0M (+9.7%) 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 | $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 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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 1,358 | $0 | 0.00% | +1,358 | New |
| Steward Partners Investment Advisory, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 11 | $83 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 29 | $219 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 200 | $1.51K | 0.00% | +200 | New |
| Wells Fargo & Company | 204 | $1.54K | 0.00% | +200+5,000.0% | Added |
| Tower Research Capital LLC (TRC) | 232 | $1.75K | 0.00% | −1,145−83.2% | Reduced |
| Highline Wealth Partners LLC | 400 | $3.02K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 407 | $3.08K | 0.00% | −373−47.8% | Reduced |
| Albion Financial Group | 530 | $4.01K | 0.00% | +530 | New |
| Roble, Belko & Company, Inc | 898 | $7.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 928 | $7.02K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,000 | $7.56K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,000 | $7.56K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $7.56K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,187 | $8.97K | 0.00% | +67+6.0% | Added |
| Hantz Financial Services, Inc. | 1,164 | $9.00K | 0.00% | +1,164 | New |
| The PNC Financial Services Group, Inc. | 1,250 | $9.45K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,256 | $9.49K | 0.00% | −1,755−58.3% | Reduced |
| Spire Wealth Management | 1,759 | $13.3K | 0.00% | −1,901−51.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,908 | $14.4K | 0.00% | −3,720−66.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,923 | $14.5K | 0.00% | +1,923 | New |
| Aventura Private Wealth, LLC | 2,500 | $18.9K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 2,500 | $18.9K | 0.00% | +2,500 | New |
| Farther Finance Advisors, LLC | 2,686 | $20.3K | 0.00% | −3,118−53.7% | Reduced |
| TSFG, LLC | 2,856 | $22.0K | 0.00% | +161+6.0% | Added |
| LifeSteps Financial, Inc. | 3,000 | $22.7K | 0.01% | +3,000 | New |
| JPMorgan Chase & Co | 3,387 | $25.2K | 0.00% | −17,898−84.1% | Reduced |
| Fortis Group Advisors, LLC | 3,630 | $27.4K | 0.00% | +204+6.0% | Added |
| Corsicana & Co. | 3,700 | $28.0K | 0.01% | +3,700 | New |
| Atlantic Union Bankshares Corp | 5,500 | $41.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,500 | $49.1K | 0.00% | −5−0.1% | Reduced |
| Compass Financial Management LLC | 6,960 | $52.0K | 0.01% | +6,960 | New |
| Highland Investment Advisors LLC | 8,161 | $61.7K | 0.03% | +8,161 | New |
| Valmark Advisers, Inc. | 10,016 | $75.7K | 0.00% | 00.0% | Unchanged |
| Everett Harris & Co | 10,205 | $77.1K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,482 | $79.2K | 0.00% | +10,482 | New |
| Taylor Securities Services, Inc. | 10,487 | $79.3K | 0.03% | +10,487 | New |
| Resources Investment Advisors, LLC. | 10,760 | $81.3K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,128 | $84.1K | 0.00% | −12,205−52.3% | Reduced |
| Harbor Investment Advisory, LLC | 11,204 | $84.7K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,424 | $86.4K | 0.00% | −3,324−22.5% | Reduced |
| Evergreen Wealth Partners LLC | 11,531 | $87.2K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 11,910 | $90.0K | 0.00% | 00.0% | Unchanged |
| RMR Wealth Builders | 12,560 | $95.0K | 0.01% | +12,560 | New |
| Davenport & Co LLC | 12,773 | $96.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,912 | $97.6K | 0.00% | −7−0.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 13,063 | $98.8K | 0.01% | +604+4.8% | Added |
| Two Sigma Securities, LLC | 13,184 | $99.7K | 0.01% | +13,184 | New |
| NWF Advisory Services Inc. | 13,500 | $102.1K | 0.01% | 00.0% | Unchanged |
| Bluedoor Private Wealth, LLC | 13,916 | $105.2K | 0.04% | +13,916 | New |
| Mosaic Family Wealth Partners, LLC | 14,008 | $105.9K | 0.01% | +789+6.0% | Added |
| A4 Wealth Advisors LLC | 14,022 | $106.0K | 0.07% | −1,950−12.2% | Reduced |
| Accurate Wealth Management, LLC | 14,163 | $108.1K | 0.01% | +160+1.1% | Added |
| Private Trust Co NA | 14,514 | $109.7K | 0.01% | +14,514 | New |
| Evolution Wealth Management Inc. | 14,568 | $110.1K | 0.06% | −4,857−25.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 15,663 | $118.4K | 0.01% | −5,000−24.2% | Reduced |
| Strategic Financial Concepts, LLC | 15,700 | $118.7K | 0.04% | +1,000+6.8% | Added |
| Ameriprise Financial Inc | 15,916 | $120.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,550 | $125.1K | 0.00% | −83,133−83.4% | Reduced |
| Integrity Alliance, LLC. | 16,693 | $126.2K | 0.00% | −938−5.3% | Reduced |
| Secure Asset Management, LLC | 17,065 | $129.0K | 0.02% | +4,535+36.2% | Added |
| Capital CS Group, LLC | 17,437 | $131.8K | 0.19% | +281+1.6% | Added |
| Summit Financial, LLC | 17,754 | $134.2K | 0.00% | −877−4.7% | Reduced |
| Pensionmark Financial Group, LLC | 17,670 | $134.5K | 0.00% | −2,684−13.2% | Reduced |
| Wedbush Securities Inc | 17,850 | $135.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17,880 | $135.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,101 | $136.8K | 0.00% | +611+3.5% | Added |
| UBS Group AG | 18,476 | $139.7K | 0.00% | +842+4.8% | Added |
| Marshall Financial Group LLC | 20,000 | $151.2K | 0.02% | +10,000+100.0% | Added |
| Larson Financial Group LLC | 20,083 | $151.8K | 0.00% | +912+4.8% | Added |
| Sanctuary Advisors, LLC | 20,084 | $151.8K | 0.00% | +123+0.6% | Added |
| Clear Street Group Inc. | 20,493 | $154.9K | 0.00% | +20,493 | New |
| BIP Wealth, LLC | 20,898 | $158.0K | 0.00% | +20,898 | New |
| Sequoia Financial Advisors, LLC | 21,400 | $161.8K | 0.00% | 00.0% | Unchanged |
| Becker Capital Management Inc | 22,847 | $172.7K | 0.00% | +810+3.7% | Added |
| Virtu Financial LLC | 23,328 | $176.0K | 0.01% | +7,735+49.6% | Added |
| Chicago Partners Investment Group LLC | 25,023 | $179.2K | 0.00% | +83+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,533 | $179.6K | 0.00% | −490−2.0% | Reduced |
| NBC Securities, Inc. | 25,205 | $190.5K | 0.01% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 25,484 | $192.7K | 0.06% | +985+4.0% | Added |
| Kestra Private Wealth Services, LLC | 26,328 | $199.0K | 0.00% | +523+2.0% | Added |
| Rockefeller Capital Management L.P. | 26,634 | $201.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 27,500 | $207.9K | 0.08% | −500−1.8% | Reduced |
| EP Wealth Advisors, LLC | 28,733 | $217.2K | 0.00% | +10.0% | Added |
| Foundations Investment Advisors, LLC | 30,479 | $230.4K | 0.00% | +30,479 | New |
| Buska Wealth Management, LLC | 30,596 | $231.3K | 0.08% | +1,161+3.9% | Added |
| Mariner, LLC | 32,449 | $245.3K | 0.00% | +19,324+147.2% | Added |
| Pathstone Holdings, LLC | 33,089 | $250.2K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 35,062 | $265.1K | 0.01% | −1,743−4.7% | Reduced |
| We Are One Seven, LLC | 35,273 | $266.7K | 0.00% | +1,486+4.4% | Added |
| SeaCrest Wealth Management, LLC | 39,161 | $296.1K | 0.03% | +10,614+37.2% | Added |
| BlackRock, Inc. | 41,258 | $311.9K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 42,157 | $318.7K | 0.10% | +1,902+4.7% | Added |
| OneAscent Family Office, LLC | 44,268 | $334.7K | 0.17% | +44,268 | New |
| Gladstone Institutional Advisory LLC | 49,081 | $371.1K | 0.01% | −8,415−14.6% | Reduced |
| Toronto Dominion Bank | 50,000 | $378.0K | 0.00% | −200−0.4% | Reduced |
| Kestra Advisory Services, LLC | 51,892 | $392.3K | 0.00% | −328−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 54,125 | $409.2K | 0.01% | +5,327+10.9% | Added |
| Prospera Financial Services Inc | 54,917 | $415.2K | 0.01% | −31,756−36.6% | Reduced |