CLM

Cornerstone Strategic Investment Fund, Inc.

Company with tickers: CLM

CIK
814083
CUSIP
21924B302
Shares Outstanding
297,921,983
Holders: 138
Total Value: $308,936,077
Total Shares: 42,436,283
Showing 1–100 of 138 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 138 13F filers · Δ vs Dec 31, 2025
Top Holder
16.1%
+1.4 pts
Top 5
57.5%
+3.0 pts
Top 10
79.2%
+5.5 pts
HHI
861
Broadly held +98

Quarterly Activity

vs Dec 31, 2025
New
133
Increased
2
Decreased
2
Sold Out
119
Unchanged
1
Holder count: +14
Institutional value: +62.3%
Shares held: +86.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Small NWF Advisory Services Inc. +1,000 13,500
Mid World Investment Advisors +700 20,354

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −10,016 24,023
Large Corient Private Wealth LLC −429 14,748

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Small Alpine Global Management, LLC 6,814,332 $49,608,336
Mid BOOTHBAY FUND MANAGEMENT, LLC 6,744,553 $49,100,345
Mid PFG Investments, LLC 4,123,031 $30,015,665
Small Quarry LP 3,489,264 $25,401,841
Mid OSAIC HOLDINGS, INC. 3,222,202 $23,457,630

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Large Advisor Group Holdings, Inc. 3,344,090 $27,956,592
Mid PFG Investments, LLC 2,997,808 $25,061,674
Mid Sculptor Capital LP 2,967,736 $24,810,272
Mega LPL Financial LLC 1,802,318 $15,067,378
Mid BOOTHBAY FUND MANAGEMENT, LLC 1,285,340 $10,745,442
100 of 100 shown Export CSV
Holder Value (USD) % of 13F Shares Action
Small Alpine Global Management, LLC $49,608,336 16.06% 6,814,332 View
Mid BOOTHBAY FUND MANAGEMENT, LLC $49,100,345 15.89% 6,744,553 View
Mid PFG Investments, LLC $30,015,665 9.72% 4,123,031 View
Small Quarry LP $25,401,841 8.22% 3,489,264 View
Mid OSAIC HOLDINGS, INC. $23,457,630 7.59% 3,222,202 View
Mid Sculptor Capital LP $22,885,327 7.41% 3,143,589 View
Mega LPL Financial LLC $17,628,738 5.71% 2,421,530 View
Large Cetera Investment Advisers $9,867,151 3.19% 1,355,378 View
Small Cable Car Capital, LP $9,099,992 2.95% 1,249,999 View
Micro Warberg Asset Management LLC $7,585,286 2.46% 1,041,935 View
Large Cambridge Investment Research Advisors, Inc. $7,570,690 2.45% 1,039,930 View
Mega MORGAN STANLEY $4,763,580 1.54% 654,338 View
Large COHEN & STEERS, INC. $4,585,897 1.48% 629,931 View
Small Perennial Investment Advisors, LLC $3,463,576 1.12% 475,766 View
Micro WJ Financial Advisors LLC $3,238,981 1.05% 444,915 View
Small Almitas Capital LLC $3,217,861 1.04% 442,014 View
Mega RAYMOND JAMES FINANCIAL INC $2,745,141 0.89% 377,080 View
Mid Stratos Wealth Partners, LTD. $2,493,480 0.81% 342,511 View
Small Yakira Capital Management, Inc. $2,232,863 0.72% 306,712 View
Large COMMONWEALTH EQUITY SERVICES, LLC $2,143,435 0.69% 294,428 View
Large Creative Planning $1,477,323 0.48% 202,929 View
Large Baird Financial Group, Inc. $1,161,982 0.38% 159,613 View
Mid SIT INVESTMENT ASSOCIATES INC $1,150,545 0.37% 158,042 View
Micro WINEBRENNER CAPITAL MANAGEMENT LLC $1,148,784 0.37% 157,800 View
Small StoneX Group Inc. $1,129,302 0.37% 155,124 View
Large Thrivent Financial for Lutherans $1,062,435 0.34% 145,939 View
Mid Kovack Advisors, Inc. $1,050,423 0.34% 144,289 View
Mid Aptus Capital Advisors, LLC $791,241 0.26% 108,687 View
Mid Savvy Advisors, Inc. $782,527 0.25% 107,490 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $725,692 0.23% 99,683 View
Small CREATIVE FINANCIAL DESIGNS INC /ADV $684,188 0.22% 93,982 View
Mega JANE STREET GROUP, LLC $669,410 0.22% 91,952 View
Large Focus Partners Wealth $661,511 0.21% 90,867 View
Mid Prospera Financial Services Inc $630,979 0.20% 86,673 View
Small Encompass More Asset Management $589,286 0.19% 80,946 View
Mid CreativeOne Wealth, LLC $559,205 0.18% 76,814 View
Mid BENJAMIN EDWARDS INC $528,433 0.17% 72,587 View
Large HighTower Advisors, LLC $479,875 0.16% 65,917 View
Small Gladstone Institutional Advisory LLC $418,570 0.14% 57,496 View
Small Garden State Investment Advisory Services LLC $416,852 0.13% 57,260 View
Mid Private Advisor Group, LLC $397,546 0.13% 54,608 View
Mid AE Wealth Management LLC $387,055 0.13% 53,167 View
Large Kestra Advisory Services, LLC $380,161 0.12% 52,220 View
Mega ENVESTNET ASSET MANAGEMENT INC $369,700 0.12% 50,783 View
Large STIFEL FINANCIAL CORP $369,343 0.12% 50,734 View
Large TORONTO DOMINION BANK $365,456 0.12% 50,200 View
Mid Dynamic Advisor Solutions LLC $355,249 0.11% 48,798 View
Mega BlackRock, Inc. $300,358 0.10% 41,258 View
Micro FIRETHORN WEALTH PARTNERS, LLC $293,056 0.09% 40,255 View
Mid Independent Advisor Alliance $269,884 0.09% 37,072 View
Mid Meridian Wealth Management, LLC $267,940 0.09% 36,805 View
Mid MGO ONE SEVEN LLC $245,969 0.08% 33,787 View
Large Pathstone Holdings, LLC $240,887 0.08% 33,089 View
Large Cerity Partners LLC $218,887 0.07% 30,067 View
Micro Buska Wealth Management, LLC $214,286 0.07% 29,435 View
Mid EP Wealth Advisors, LLC $209,168 0.07% 28,732 View
Mid XTX Topco Ltd $208,703 0.07% 28,668 View
Small SeaCrest Wealth Management, LLC $207,822 0.07% 28,547 View
Small AMERIFLEX GROUP, INC. $203,840 0.07% 28,000 View
Large Rockefeller Capital Management L.P. $193,895 0.06% 26,634 View
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $187,860 0.06% 25,805 View
Small NBC SECURITIES, INC. $183,492 0.06% 25,205 View
Mid Chicago Partners Investment Group LLC $181,563 0.06% 24,940 View
Small HF Advisory Group, LLC $178,352 0.06% 24,499 View
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $174,887 0.06% 24,023 View
Small Pasadena Private Wealth, LLC $172,252 0.06% 23,661 View
Mid Kingsview Wealth Management, LLC $169,864 0.05% 23,333 View
Mid BECKER CAPITAL MANAGEMENT INC $160,429 0.05% 22,037 View
Mid Sequoia Financial Advisors, LLC $155,792 0.05% 21,400 View
Mega JPMORGAN CHASE & CO $154,954 0.05% 21,285 View
Mid SMITH CHAS P & ASSOCIATES PA CPAS $150,426 0.05% 20,663 View
Mid World Investment Advisors $148,177 0.05% 20,354 View
Mid HOWE & RUSLING INC $146,633 0.05% 20,142 View
Mid Sanctuary Advisors, LLC $145,316 0.05% 19,961 View
Micro EVOLUTION WEALTH MANAGEMENT INC. $141,414 0.05% 19,425 View
Small CoreCap Advisors, LLC $139,601 0.05% 19,176 View
Mid Larson Financial Group LLC $139,564 0.05% 19,171 View
Mid Summit Financial, LLC $135,633 0.04% 18,631 View
Mid Clearstead Advisors, LLC $130,166 0.04% 17,880 View
Mid WEDBUSH SECURITIES INC $129,948 0.04% 17,850 View
Mega UBS Group AG $128,375 0.04% 17,634 View
Small INTEGRITY ALLIANCE, LLC. $128,353 0.04% 17,631 View
Micro Capital CS Group, LLC $124,895 0.04% 17,156 View
Micro A4 Wealth Advisors LLC $116,276 0.04% 15,972 View
Mega AMERIPRISE FINANCIAL INC $115,868 0.04% 15,916 View
Mid Virtu Financial LLC $113,517 0.04% 15,593 View
Large MERCER GLOBAL ADVISORS INC /ADV $109,593 0.04% 15,054 View
Large Corient Private Wealth LLC $107,365 0.03% 14,748 View
Micro Strategic Financial Concepts, LLC $107,016 0.03% 14,700 View
Small Accurate Wealth Management, LLC $101,941 0.03% 14,003 View
Small NWF Advisory Services Inc. $98,280 0.03% 13,500 View
Small MOSAIC FAMILY WEALTH PARTNERS, LLC $96,234 0.03% 13,219 View
Large Mariner, LLC $95,550 0.03% 13,125 View
Mid Integrated Wealth Concepts LLC $94,050 0.03% 12,919 View
Large DAVENPORT & Co LLC $92,987 0.03% 12,773 View
Large CIBC WORLD MARKET INC. $92,121 0.03% 12,654 View
Small Secure Asset Management, LLC $91,218 0.03% 12,530 View
Small Redhawk Wealth Advisors, Inc. $90,701 0.03% 12,459 View
Mid Allworth Financial LP $86,704 0.03% 11,910 View
Micro Evergreen Wealth Partners LLC $83,945 0.03% 11,531 View
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