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OSAIC HOLDINGS, INC.

Position in CLM — Cornerstone Strategic Investment Fund, Inc.

CIK 1677044 SCOTTSDALE, AZ

Position in CLM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$22,801,548
-$851,266 QoQ
Shares Held
3,016,078
-7.2% QoQ
Ownership
0.966%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#6
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, 2026

OSAIC HOLDINGS, INC. holds $1,138,184,886 across 459 Asset Management names. CLM ranks #8 (2.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 CLM
Cornerstone Strategic Investment Fund, Inc.
This page
3,016,078 $22,801,548

All Filings in CLM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,801,548 3,016,078
2026-03-31 $23,652,814 3,249,013
2025-12-31 $28,182,788 3,371,147
2025-09-30 $28,853,034 3,484,666
2025-06-30 $28,367,625 3,493,550
2025-03-31 $19,759,484 2,701,967
2024-12-31 $20,150,084 2,383,300
2024-09-30 $16,706,237 2,210,083
2024-06-30 $15,441,765 2,037,522
2024-03-31 $15,335,892 2,071,970
2023-12-31 $15,610,096 2,205,813
2023-09-30 $30,070,854 3,795,292
2023-06-30 $16,087,069 1,950,421
2023-03-31 $11,097,478 1,447,378
2022-12-31 $9,682,937 1,334,860
2022-09-30 $9,923,834 1,176,507
2022-06-30 $12,038,556 1,425,542
2022-03-31 $9,541,957 688,051
2021-12-31 $4,063,040 288,876
2021-09-30 $3,603,644 286,040
2021-06-30 $3,413,759 298,740
2021-03-31 $2,733,563 206,184
2020-12-31 $2,489,765 215,652
2020-09-30 $2,555,641 234,132
2020-06-30 $2,490,550 247,592
2020-03-31 $2,297,419 383,379