ENVESTNET ASSET MANAGEMENT INC
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 1407543
Berwyn, PA
Position in CLM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$449,570
+$79,870 QoQ
Shares Held
59,467
+17.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 145 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,091,770,619 across 275 Asset Management names. CLM ranks #185 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
534,831 | $514,272,096 | |
| 2 | APO |
Apollo Global Management, Inc.
|
884,185 | $104,607,927 | |
| 3 | AMP |
Ameriprise Financial Inc
|
227,772 | $104,492,682 | |
| 4 | ARES |
Ares Management Corp
|
856,458 | $95,332,339 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,190,049 | $93,274,186 | |
| 6 | KKR |
KKR & Co. Inc.
|
817,969 | $75,073,194 | |
| 7 | STT |
State Street Corp
|
426,809 | $72,386,806 | |
| 8 | RJF |
Raymond James Financial Inc
|
472,067 | $71,768,346 |
All Filings in CLM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,570 | 59,467 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $369,700 | 50,783 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $420,307 | 50,276 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $376,176 | 45,432 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $367,121 | 45,212 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $376,977 | 51,549 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $402,891 | 47,653 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $197,587 | 26,139 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $154,234 | 20,351 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $129,224 | 17,459 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $104,184 | 14,722 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $136,833 | 17,270 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $164,432 | 19,936 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $174,967 | 22,820 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $169,414 | 23,355 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $186,059 | 22,058 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $147,979 | 17,523 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $234,384 | 16,901 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $397,786 | 28,282 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||