Back to stocks
CLM

CLM

Cornerstone Strategic Investment Fund, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
43
Partial Q3 2026
Total 13F value
$31.5M
Filed positions so far
New positions
6
This quarter
Sold positions
14
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Warberg Asset Management Llc

$13.9M2.17M1.84%+18.4%

Cambridge Investment Research Advisors, Inc.

$6.6M1.03M0.01%-5.6%

Commonwealth Equity Services, Llc

$2M310.3K0.00%-2.8%

Creative Planning

$1.5M240.3K0.00%-13.3%

Winebrenner Capital Management Llc

$869K135.8K0.56%-14.1%

Advisory Solutions Group, Llc

$783K122.4K0.17%+25.0%

Independent Financial Group, Llc

$704K109.9K0.01%-1.8%

Encompass More Asset Management

$575K89.9K0.08%+0.4%

Dynamic Advisor Solutions Llc

$350K54.7K0.01%+1.0%

Kestra Advisory Services, Llc

$342K53.5K0.00%+3.0%

Seacrest Wealth Management, Llc

$322K50.3K0.04%+28.5%

Integrity Alliance, Llc.

$286K44.6K0.01%+167.4%

Firethorn Wealth Partners, Llc

$284K44.4K0.09%+5.3%

Mgo One Seven Llc

$272K42.4K0.00%+20.3%

Chicago Partners Investment Group Llc

$233K38.8K0.00%+55.3%

Wealth Enhancement Advisory Services, Llc

$205K31.8K0.00%+35.1%

Concurrent Investment Advisors, Llc

$189K29.5K0.00%New Position

Koshinski Asset Management, Inc.

$182K28.5K0.01%New Position

Hf Advisory Group, Llc

$171K26.6K0.05%+4.5%

Kestra Private Wealth Services, Llc

$166K25.9K0.00%-1.7%

Lanark Financial, Inc.

$161K25.2K0.01%Unchanged

Bison Wealth, Llc

$156K23.6K0.01%New Position

Capital Cs Group, Llc

$114K17.8K0.08%+2.2%

Corecap Advisors, Llc

$111K17.4K0.00%-70.9%

Accurate Wealth Management, Llc

$107K16.2K0.01%+14.3%

Vise Technologies, Inc.

$104K16.2K0.00%New Position

Private Trust Co Na

$93K14.5K0.01%Unchanged

A4 Wealth Advisors Llc

$90K14.0K0.06%Unchanged

Redhawk Wealth Advisors, Inc.

$88K13.8K0.01%+5.4%

Davenport & Co Llc

$82K12.8K0.00%Unchanged

Oppenheimer & Co Inc

$77K12.0K0.00%New Position

Harbor Investment Advisory, Llc

$72K11.2K0.00%Unchanged

B. Riley Wealth Advisors, Inc.

$69K10.8K0.00%New Position

Taylor Securities Services, Inc.

$68K10.6K0.03%+0.7%

Smith Chas P & Associates Pa Cpas

$62K10.0K0.00%-36.2%

Farther Finance Advisors, Llc

$34K5.4K0.00%+100.3%

Tsfg, Llc

$19K3.0K0.00%+5.9%

Assetmark, Inc

$14K2.1K0.00%+69.0%

Spire Wealth Management

$12K1.9K0.00%+5.9%

Godsey & Gibb, Inc

$6K1.0K0.00%Unchanged

Duncker Streett & Co Inc

$6K1.0K0.00%Unchanged

Highline Wealth Partners Llc

$3K4000.00%Unchanged

First Horizon Corp

$1K2000.00%Unchanged

Explore