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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 58,350 | $441.1K | 0.00% | +7,616+15.0% | Added |
| HighTower Advisors, LLC | 59,049 | $446.4K | 0.00% | −6,868−10.4% | Reduced |
| Envestnet Asset Management Inc | 59,467 | $449.6K | 0.00% | +8,684+17.1% | Added |
| CoreCap Advisors, LLC | 59,850 | $452.5K | 0.01% | +40,674+212.1% | Added |
| Private Advisor Group, LLC | 62,116 | $469.6K | 0.00% | +7,508+13.7% | Added |
| Garden State Investment Advisory Services LLC | 65,260 | $493.4K | 0.10% | +8,000+14.0% | Added |
| Benjamin Edwards Inc | 74,406 | $562.5K | 0.01% | +1,819+2.5% | Added |
| Mirador Capital Partners LP | 78,738 | $595.3K | 0.07% | +78,738 | New |
| Change Path, LLC | 79,026 | $597.4K | 0.01% | +2,212+2.9% | Added |
| Colony Group, LLC | 83,516 | $631.4K | 0.00% | −7,351−8.1% | Reduced |
| XTX Topco Ltd | 88,603 | $669.8K | 0.01% | +59,935+209.1% | Added |
| Encompass More Asset Management | 89,506 | $676.7K | 0.10% | +8,560+10.6% | Added |
| AE Wealth Management LLC | 92,708 | $700.9K | 0.00% | +39,541+74.4% | Added |
| Advisory Solutions Group, LLC | 97,879 | $740.0K | 0.25% | +97,879 | New |
| Savvy Advisors, Inc. | 107,590 | $813.4K | 0.02% | +100+0.1% | Added |
| Marex Group plc | 109,968 | $831.4K | 0.01% | +109,968 | New |
| Aptus Capital Advisors, LLC | 110,719 | $837.0K | 0.01% | +2,032+1.9% | Added |
| Independent Financial Group, LLC | 111,901 | $846.0K | 0.02% | +111,901 | New |
| Creative Financial Designs Inc | 132,993 | $1.01M | 0.05% | +39,011+41.5% | Added |
| Thrivent Financial for Lutherans | 145,939 | $1.10M | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 151,920 | $1.15M | 0.05% | −3,204−2.1% | Reduced |
| Winebrenner Capital Management LLC | 158,000 | $1.19M | 0.73% | +200+0.1% | Added |
| Baird Financial Group, Inc. | 178,155 | $1.35M | 0.00% | +18,542+11.6% | Added |
| J.W. Cole Advisors, Inc. | 211,424 | $1.60M | 0.03% | +211,424 | New |
| Kovack Advisors, Inc. | 233,414 | $1.76M | 0.08% | +89,125+61.8% | Added |
| Creative Planning | 277,113 | $2.09M | 0.00% | +74,184+36.6% | Added |
| Yakira Capital Management, Inc. | 311,396 | $2.35M | 0.69% | +4,684+1.5% | Added |
| Commonwealth Equity Services, LLC | 319,209 | $2.41M | 0.00% | +24,781+8.4% | Added |
| Stratos Wealth Partners, LTD. | 333,993 | $2.52M | 0.03% | −8,518−2.5% | Reduced |
| Raymond James Financial Inc | 388,773 | $2.94M | 0.00% | +11,693+3.1% | Added |
| Perennial Investment Advisors, LLC | 484,530 | $3.66M | 0.24% | +8,764+1.8% | Added |
| WJ Financial Advisors LLC | 503,994 | $3.81M | 2.80% | +59,079+13.3% | Added |
| Morgan Stanley | 560,243 | $4.24M | 0.00% | −94,696−14.5% | Reduced |
| Cohen & Steers, Inc. | 629,931 | $4.76M | 0.01% | 00.0% | Unchanged |
| Almitas Capital LLC | 661,789 | $5.00M | 1.20% | +219,775+49.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,093,299 | $8.27M | 0.02% | +53,369+5.1% | Added |
| Cable Car Capital LLC | 1,274,106 | $9.63M | 0.21% | +24,107+1.9% | Added |
| Cetera Investment Advisers | 1,558,231 | $11.8M | 0.01% | +202,853+15.0% | Added |
| Warberg Asset Management LLC | 1,836,581 | $13.9M | 4.11% | +794,646+76.3% | Added |
| LPL Financial LLC | 2,586,106 | $19.6M | 0.00% | +164,576+6.8% | Added |
| Advisor Group Holdings, Inc. | 3,016,078 | $22.8M | 0.03% | −232,935−7.2% | Reduced |
| Sculptor Capital LP | 3,325,694 | $25.1M | 0.26% | +182,105+5.8% | Added |
| Quarry LP | 3,476,236 | $26.3M | 4.15% | −13,028−0.4% | Reduced |
| PFG Investments, LLC | 4,492,919 | $34.0M | 1.32% | +369,888+9.0% | Added |
| Boothbay Fund Management, LLC | 6,736,737 | $50.9M | 0.98% | −7,816−0.1% | Reduced |
| Alpine Global Management, LLC | 6,833,682 | $51.7M | 8.51% | +19,350+0.3% | Added |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −158,042−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −91,952−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −37,072−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −30,067−100.0% | Sold out |
| Pasadena Private Wealth, LLC | 0 | $0 | 0.00% | −23,661−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −20,142−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −15,054−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −12,654−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −4,864−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |