LPL Financial LLC
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 1403438
FORT MILL, SC
Position in CLM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,550,961
+$1,922,223 QoQ
Shares Held
2,586,106
+6.8% QoQ
Ownership
0.829%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 145 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. CLM ranks #34 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in CLM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,550,961 | 2,586,106 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,628,738 | 2,421,530 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,067,378 | 1,802,318 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,024,538 | 1,452,239 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,061,867 | 1,362,299 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,141,255 | 1,113,258 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $11,045,938 | 1,306,485 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,199,279 | 952,399 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,464,788 | 721,072 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,546,314 | 749,340 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,873,693 | 688,686 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,982,908 | 628,901 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,951,719 | 600,354 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,755,650 | 489,827 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,348,451 | 461,607 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,202,617 | 379,682 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,085,597 | 365,380 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,941,369 | 284,204 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,665,655 | 189,524 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,349,301 | 107,101 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,101,913 | 96,429 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $823,315 | 62,100 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $610,919 | 52,915 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $536,961 | 49,193 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $439,331 | 43,675 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $246,188 | 30,804 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||