Cambridge Investment Research Advisors, Inc.
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 1419186
FAIRFIELD, IA
Position in CLM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,265,340
+$694,650 QoQ
Shares Held
1,093,299
+5.1% QoQ
Ownership
0.350%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#11
of 145 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. CLM ranks #17 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in CLM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,265,340 | 1,093,299 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $7,570,690 | 1,039,930 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,694,783 | 561,577 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,349,219 | 525,268 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,050,653 | 498,849 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,817,056 | 521,955 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,446,583 | 407,653 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,200,053 | 291,047 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,096,668 | 144,704 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $694,862 | 93,880 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $667,413 | 94,310 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $702,177 | 88,623 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $737,577 | 89,425 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $535,997 | 69,907 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $530,071 | 73,074 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $680,282 | 80,650 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $574,903 | 68,077 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $679,439 | 48,993 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $676,160 | 48,074 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $652,307 | 51,777 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $562,515 | 49,226 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $670,505 | 50,574 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $601,290 | 52,081 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $544,798 | 49,911 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $533,393 | 53,026 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $437,487 | 54,740 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||