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CLM

CLM

Cornerstone Strategic Investment Fund, Inc.Financial Services

Institutional holders
86
As of Q2 2026
Total 13F value
$288.7M
Sum of disclosed positions
New positions
15
This quarter
Sold positions
12
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
Alpine Global Management, LLC

Alpine Global Management, Llc

$51.7M6.83M8.40%+0.3%
BOOTHBAY FUND MANAGEMENT, LLC

Boothbay Fund Management, Llc

$50.9M6.74M0.67%-0.1%
Quarry LP

Quarry Lp

$26.3M3.48M2.18%-0.4%
Sculptor Capital LP

Sculptor Capital Lp

$25.1M3.33M0.20%+5.8%
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$22.8M3.02M0.03%-7.2%
LPL Financial LLC

Lpl Financial Llc

$19.6M2.59M0.00%+6.8%
Warberg Asset Management LLC

Warberg Asset Management Llc

$13.9M1.84M2.52%+76.3%
Cetera Investment Advisers

Cetera Investment Advisers

$11.8M1.56M0.01%+15.0%
Cable Car Capital, LP

Cable Car Capital Llc

$9.6M1.27M0.21%+1.9%
Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc.

$8.3M1.09M0.02%
Almitas Capital LLC

Almitas Capital Llc

$5M661.8K1.20%+49.7%
COHEN & STEERS, INC.

Cohen & Steers, Inc.

$4.8M629.9K0.01%Unchanged
MORGAN STANLEY

Morgan Stanley

$4.2M560.2K0.00%-14.5%
WJ Financial Advisors LLC

Wj Financial Advisors Llc

$3.8M504.0K2.80%+13.3%
Perennial Investment Advisors, LLC

Perennial Investment Advisors, Llc

$3.7M484.5K0.24%+1.8%
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$2.9M388.8K0.00%+3.1%
Stratos Wealth Partners, LTD.

Stratos Wealth Partners, Ltd.

$2.5M334.0K0.03%-2.5%
Yakira Capital Management, Inc.

Yakira Capital Management, Inc.

$2.4M311.4K0.67%+1.5%
Creative Planning

Creative Planning

$2.1M277.1K0.00%+36.6%
Kovack Advisors, Inc.

Kovack Advisors, Inc.

$1.8M233.4K0.08%+61.8%
Baird Financial Group, Inc.

Baird Financial Group, Inc.

$1.3M178.2K0.00%+11.6%
StoneX Group Inc.

Stonex Group Inc.

$1.1M151.9K0.05%-2.1%
THRIVENT FINANCIAL FOR LUTHERANS

Thrivent Financial For Lutherans

$1.1M145.9K0.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC

Independent Financial Group, Llc

$846K111.9K0.02%New Position
Aptus Capital Advisors, LLC

Aptus Capital Advisors, Llc

$837K110.7K0.01%+1.9%
Marex Group Ltd

Marex Group Plc

$831K110.0K0.00%New Position
XTX Topco Ltd

Xtx Topco Ltd

$670K88.6K0.01%+209.1%
Focus Partners Wealth

Colony Group Llc

$631K83.5K0.00%-8.1%
CreativeOne Wealth, LLC

Creativeone Wealth, Llc

$597K79.0K0.01%+2.9%
Garden State Investment Advisory Services LLC

Garden State Investment Advisory Services Llc

$493K65.3K0.09%+14.0%
HighTower Advisors, LLC

Hightower Advisors, Llc

$446K59.0K0.00%-10.4%
STIFEL FINANCIAL CORP

Stifel Financial Corp

$441K58.4K0.00%+15.0%
TORONTO DOMINION BANK

Toronto Dominion Bank

$378K50.0K0.00%-0.4%
OneAscent Family Office, LLC

Oneascent Family Office, Llc

$335K44.3K0.17%New Position
BlackRock, Inc.

Blackrock, Inc.

$312K41.3K0.00%Unchanged
Corient Private Wealth LP

Ci Private Wealth, Llc

$310K41.0K0.00%+0.3%
Meridian Wealth Management, LLC

Meridian Wealth Management, Llc

$265K35.1K0.01%-4.7%
Pathstone Holdings, LLC

Pathstone Holdings, Llc

$250K33.1K0.00%Unchanged
Mariner, LLC

Mariner, Llc

$245K32.4K0.00%+147.2%
FOUNDATIONS INVESTMENT ADVISORS, LLC

Foundations Investment Advisors, Llc

$230K30.5K0.00%New Position
EP Wealth Advisors, LLC

Ep Wealth Advisors, Llc

$217K28.7K0.00%Added
AMERIFLEX GROUP, INC.

Ameriflex Group, Inc.

$208K27.5K0.09%-1.8%
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

$201K26.6K0.00%Unchanged
Integrated Wealth Concepts LLC

Integrated Wealth Concepts Llc

$195K25.8K0.00%-0.1%
HF Advisory Group, LLC

Hf Advisory Group, Llc

$193K25.5K0.06%+4.0%
Virtu Financial LLC

Virtu Financial Llc

$176K23.3K0.01%+49.6%
Clear Street Group Inc.

Clear Street Group Inc.

$155K20.5K0.00%New Position
Sanctuary Advisors, LLC

Sanctuary Advisors, Llc

$152K20.1K0.00%+0.6%
Larson Financial Group LLC

Larson Financial Group Llc

$152K20.1K0.00%+4.8%
UBS Group AG

Ubs Group Ag

$140K18.5K0.00%+4.8%

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