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Cornerstone Strategic Investment Fund, Inc.
$7.54 +0.04 (+0.53%) At close · Jul 8
Market Cap
$2.26B
Shares
297,921,983

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 141
Total Value: $310,302,452
Total Shares: 42,616,129
Showing 1–100 of 141 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 140 13F filers
Top Holder
16.0%
Jun 2023 → Mar 2026 · range 15.8% – 45.9%
of institutional value
Top 5
57.5%
Jun 2023 → Mar 2026 · range 53.8% – 88.7%
of institutional value
Top 10
79.2%
Jun 2023 → Mar 2026 · range 72.7% – 93.8%
of institutional value
HHI
859
Jun 2023 → Mar 2026 · range 732 – 2,652
Broadly held
Showing 100 of 141
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Alpine Global Management, LLC $49,608,336 15.99% 6,814,332
Mid BOOTHBAY FUND MANAGEMENT, LLC $49,100,345 15.82% 6,744,553
Mid PFG Investments, LLC $30,015,665 9.67% 4,123,031
Small Quarry LP $25,401,841 8.19% 3,489,264
Large OSAIC HOLDINGS, INC. $23,652,814 7.62% 3,249,013
Mid Sculptor Capital LP $22,885,327 7.38% 3,143,589
Mega LPL Financial LLC $17,628,738 5.68% 2,421,530
Large Cetera Investment Advisers $9,867,151 3.18% 1,355,378
Small Cable Car Capital, LP $9,099,992 2.93% 1,249,999
Micro Warberg Asset Management LLC $7,585,286 2.44% 1,041,935
Large Cambridge Investment Research Advisors, Inc. $7,570,690 2.44% 1,039,930
Mega MORGAN STANLEY $4,767,955 1.54% 654,939
Large COHEN & STEERS, INC. $4,585,897 1.48% 629,931
Small Perennial Investment Advisors, LLC $3,463,576 1.12% 475,766
Micro WJ Financial Advisors LLC $3,238,981 1.04% 444,915
Small Almitas Capital LLC $3,217,861 1.04% 442,014
Mega RAYMOND JAMES FINANCIAL INC $2,745,141 0.88% 377,080
Mid Stratos Wealth Partners, LTD. $2,493,480 0.80% 342,511
Small Yakira Capital Management, Inc. $2,232,863 0.72% 306,712
Large COMMONWEALTH EQUITY SERVICES, LLC $2,143,435 0.69% 294,428
Large Creative Planning $1,477,323 0.48% 202,929
Large Baird Financial Group, Inc. $1,161,982 0.37% 159,613
Mid SIT INVESTMENT ASSOCIATES INC $1,150,545 0.37% 158,042
Micro WINEBRENNER CAPITAL MANAGEMENT LLC $1,148,784 0.37% 157,800
Small StoneX Group Inc. $1,129,302 0.36% 155,124
Large Thrivent Financial for Lutherans $1,062,435 0.34% 145,939
Mid Kovack Advisors, Inc. $1,050,423 0.34% 144,289
Mid Aptus Capital Advisors, LLC $791,241 0.25% 108,687
Mid Savvy Advisors, Inc. $782,527 0.25% 107,490
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $725,692 0.23% 99,683
Small CREATIVE FINANCIAL DESIGNS INC /ADV $684,188 0.22% 93,982
Mega JANE STREET GROUP, LLC $669,410 0.22% 91,952
Large Focus Partners Wealth $661,511 0.21% 90,867
Mid Prospera Financial Services Inc $630,979 0.20% 86,673
Small Mirador Capital Partners LP $595,259 0.19% 78,738
Small Encompass More Asset Management $589,286 0.19% 80,946
Mid CreativeOne Wealth, LLC $559,205 0.18% 76,814
Mid BENJAMIN EDWARDS INC $528,433 0.17% 72,587
Large HighTower Advisors, LLC $479,875 0.15% 65,917
Mid CoreCap Advisors, LLC $452,466 0.15% 59,850
Small Gladstone Institutional Advisory LLC $418,570 0.13% 57,496
Small Garden State Investment Advisory Services LLC $416,852 0.13% 57,260
Mid Dynamic Advisor Solutions LLC $409,185 0.13% 54,125
Mid Private Advisor Group, LLC $397,546 0.13% 54,608
Mid AE Wealth Management LLC $387,055 0.12% 53,167
Large Kestra Advisory Services, LLC $380,161 0.12% 52,220
Mega ENVESTNET ASSET MANAGEMENT INC $369,700 0.12% 50,783
Large STIFEL FINANCIAL CORP $369,343 0.12% 50,734
Large TORONTO DOMINION BANK Bank $365,456 0.12% 50,200
Mega BlackRock, Inc. $300,358 0.10% 41,258
Micro FIRETHORN WEALTH PARTNERS, LLC $293,056 0.09% 40,255
Mid Independent Advisor Alliance $269,884 0.09% 37,072
Mid Meridian Wealth Management, LLC $267,940 0.09% 36,805
Mid MGO ONE SEVEN LLC $245,969 0.08% 33,787
Large Pathstone Holdings, LLC $240,887 0.08% 33,089
Large Cerity Partners LLC $218,887 0.07% 30,067
Micro Buska Wealth Management, LLC $214,286 0.07% 29,435
Mid EP Wealth Advisors, LLC $209,168 0.07% 28,732
Mid XTX Topco Ltd $208,703 0.07% 28,668
Small SeaCrest Wealth Management, LLC $207,822 0.07% 28,547
Small AMERIFLEX GROUP, INC. $203,840 0.07% 28,000
Large Rockefeller Capital Management L.P. $193,895 0.06% 26,634
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $187,860 0.06% 25,805
Small NBC SECURITIES, INC. Broker-Dealer $183,492 0.06% 25,205
Mid Chicago Partners Investment Group LLC $181,563 0.06% 24,940
Small HF Advisory Group, LLC $178,352 0.06% 24,499
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $174,887 0.06% 24,023
Small Pasadena Private Wealth, LLC $172,252 0.06% 23,661
Mid Kingsview Wealth Management, LLC $169,864 0.05% 23,333
Mid BECKER CAPITAL MANAGEMENT INC $160,429 0.05% 22,037
Mid Sequoia Financial Advisors, LLC $155,792 0.05% 21,400
Mega JPMORGAN CHASE & CO $154,954 0.05% 21,285
Mid SMITH CHAS P & ASSOCIATES PA CPAS $150,426 0.05% 20,663
Mid World Investment Advisors $148,177 0.05% 20,354
Small HOWE & RUSLING INC $146,633 0.05% 20,142
Mid Sanctuary Advisors, LLC $145,316 0.05% 19,961
Micro EVOLUTION WEALTH MANAGEMENT INC. $141,414 0.05% 19,425
Mid Larson Financial Group LLC $139,564 0.04% 19,171
Mid Summit Financial, LLC $135,633 0.04% 18,631
Mid Clearstead Advisors, LLC $130,166 0.04% 17,880
Mid WEDBUSH SECURITIES INC Broker-Dealer $129,948 0.04% 17,850
Mega UBS Group AG $128,375 0.04% 17,634
Small INTEGRITY ALLIANCE, LLC. $128,353 0.04% 17,631
Large NewEdge Advisors, LLC $127,327 0.04% 17,490
Micro Capital CS Group, LLC $124,895 0.04% 17,156
Micro A4 Wealth Advisors LLC $116,276 0.04% 15,972
Mega AMERIPRISE FINANCIAL INC $115,868 0.04% 15,916
Mid Virtu Financial LLC $113,517 0.04% 15,593
Large MERCER GLOBAL ADVISORS INC /ADV $109,593 0.04% 15,054
Large Corient Private Wealth LLC $107,365 0.03% 14,748
Micro Strategic Financial Concepts, LLC $107,016 0.03% 14,700
Small Accurate Wealth Management, LLC $101,941 0.03% 14,003
Small NWF Advisory Services Inc. $98,280 0.03% 13,500
Small MOSAIC FAMILY WEALTH PARTNERS, LLC $96,234 0.03% 13,219
Large Mariner, LLC $95,550 0.03% 13,125
Mid Integrated Wealth Concepts LLC $94,050 0.03% 12,919
Large DAVENPORT & Co LLC $92,987 0.03% 12,773
Large CIBC WORLD MARKET INC. $92,121 0.03% 12,654
Small Secure Asset Management, LLC $91,218 0.03% 12,530
Small Redhawk Wealth Advisors, Inc. $90,701 0.03% 12,459
Key facts CIK 814083 CUSIP 21924B302 13F (30d) 4 filings 4 filers Visit website

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