Creative Planning
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in CLM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,094,974
+$617,651 QoQ
Shares Held
277,113
+36.6% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 145 holders
Holding Since
Mar 2020
24 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, 2026Creative Planning holds $559,880,439 across 178 Asset Management names. CLM ranks #41 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
436,815 | $51,400,020 | |
| 2 | TROW |
Price T Rowe Group Inc
|
420,488 | $47,805,280 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
885,994 | $37,734,483 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
3,086,927 | $32,505,340 | |
| 5 | BLK |
BlackRock, Inc.
|
33,365 | $32,082,448 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,288,752 | $30,556,309 | |
| 7 | 452,530 | $23,508,932 | |||
| 8 | STT |
State Street Corp
|
137,249 | $23,277,430 |
All Filings in CLM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,094,974 | 277,113 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,477,323 | 202,929 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,488,798 | 178,086 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,647,256 | 198,944 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $982,308 | 120,974 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $697,272 | 95,347 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $655,146 | 77,489 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $351,052 | 46,441 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $821,758 | 108,430 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $180,724 | 24,417 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $334,032 | 47,201 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,479 | 31,361 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $251,794 | 30,528 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $90,520 | 11,806 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $223,100 | 30,756 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $166,085 | 19,690 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $139,036 | 16,464 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $248,557 | 17,923 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $201,495 | 14,326 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $718,710 | 54,210 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $613,967 | 53,179 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $361,649 | 33,132 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $332,825 | 33,087 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $301,238 | 37,692 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||