Security key
21924B302
Cornerstone Strategic Investment Fund, Inc. - COM (CLM)
CUSIP: 21924B302
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / COM
- Total 13F shares
- 29,306,970
- Share change
- -8,663,283
- Total reported value
- $244,982,693
- Price per share
- $8.36
- Number of holders
- 126
- Value change
- -$72,327,365
- Number of buys
- 67
- Number of sells
- 47
Report period
Q4 2025
Institutions
126
Top holders
10
CLM full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
Cornerstone Strategic Investment Fund, Inc. SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 21924B302
Recent filing periods:
Top shareholders of CLM - Cornerstone Strategic Investment Fund, Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Alpine Global Management, LLC |
13F
|
Company |
—
class O/S missing
|
6,993,780
|
$57,908,504 | — | 30 Sep 2025 | |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
6,408,552
|
$53,062,814 | — | 30 Sep 2025 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
—
class O/S missing
|
5,977,044
|
$49,490,000 | — | 30 Sep 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
3,484,666
|
$28,371,511 | — | 30 Sep 2025 | |
| Sculptor Capital LP |
13F
|
Company |
—
class O/S missing
|
2,812,450
|
$23,287,087 | — | 30 Sep 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
1,452,239
|
$12,024,537 | — | 30 Sep 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
1,067,083
|
$8,835,455 | — | 30 Sep 2025 | |
| Yakira Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
1,021,653
|
$8,459,287 | — | 30 Sep 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
1,011,315
|
$8,373,691 | — | 30 Sep 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
669,931
|
$5,547,000 | — | 30 Sep 2025 | |
| Cable Car Capital, LP |
13F
|
Company |
—
class O/S missing
|
661,614
|
$5,478,168 | — | 30 Sep 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
525,268
|
$4,349,000 | — | 30 Sep 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
508,478
|
$4,210,201 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
500,904
|
$4,147,487 | — | 30 Sep 2025 | |
| Perennial Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
454,903
|
$3,766,604 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
345,578
|
$2,861,389 | — | 30 Sep 2025 | |
| Quarry LP |
13F
|
Company |
—
class O/S missing
|
272,335
|
$2,254,934 | — | 30 Sep 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
256,154
|
$2,121,000 | — | 30 Sep 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
224,152
|
$1,855,978 | — | 30 Sep 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
199,067
|
$1,648,271 | — | 30 Sep 2025 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
198,944
|
$1,647,254 | — | 30 Sep 2025 | |
| StoneX Group Inc. |
13F
|
Company |
—
class O/S missing
|
159,082
|
$1,317,197 | — | 30 Sep 2025 | |
| WJ Financial Advisors LLC |
13F
|
Company |
—
class O/S missing
|
150,899
|
$1,249,444 | — | 30 Sep 2025 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
—
class O/S missing
|
145,939
|
$1,208,000 | — | 30 Sep 2025 | |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
133,754
|
$1,107,485 | — | 30 Sep 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
class O/S missing
|
116,380
|
$963,626 | — | 30 Sep 2025 | |
| Ralph W. Bradshaw |
3/4/5
|
President, Director |
—
class O/S missing
|
109,719
|
$768,394 | — | 22 May 2025 | |
| BENJAMIN EDWARDS INC |
13F
|
Company |
—
class O/S missing
|
89,832
|
$743,792 | — | 30 Sep 2025 | |
| Encompass More Asset Management |
13F
|
Company |
—
class O/S missing
|
83,826
|
$694,081 | — | 30 Sep 2025 | |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
13F
|
Company |
—
class O/S missing
|
83,436
|
$690,853 | — | 30 Sep 2025 | |
| Prospera Financial Services Inc |
13F
|
Company |
—
class O/S missing
|
82,665
|
$684,495 | — | 30 Sep 2025 | |
| CreativeOne Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
69,080
|
$571,981 | — | 30 Sep 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
68,768
|
$569,407 | — | 30 Sep 2025 | |
| AE Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
67,617
|
$559,871 | — | 30 Sep 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
67,540
|
$559,231 | — | 30 Sep 2025 | |
| Strategic Financial Concepts, LLC |
13F
|
Company |
—
class O/S missing
|
66,200
|
$548,136 | — | 30 Sep 2025 | |
| AMERIFLEX GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
64,600
|
$534,888 | — | 30 Sep 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
50,972
|
$422,051 | — | 30 Sep 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
50,531
|
$418,397 | — | 30 Sep 2025 | |
| TORONTO DOMINION BANK |
13F
|
Company |
—
class O/S missing
|
50,000
|
$414,000 | — | 30 Sep 2025 | |
| Garden State Investment Advisory Services LLC |
13F
|
Company |
—
class O/S missing
|
49,239
|
$407,714 | — | 30 Sep 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
45,432
|
$376,179 | — | 30 Sep 2025 | |
| CoreCap Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
41,633
|
$344,723 | — | 30 Sep 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
39,962
|
$330,885 | — | 30 Sep 2025 | |
| PFG Investments, LLC |
13F
|
Company |
—
class O/S missing
|
39,019
|
$323,080 | — | 30 Sep 2025 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
—
class O/S missing
|
38,947
|
$322,478 | — | 30 Sep 2025 | |
| MGO ONE SEVEN LLC |
13F
|
Company |
—
class O/S missing
|
35,383
|
$292,975 | — | 30 Sep 2025 | |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC |
13F
|
Company |
—
class O/S missing
|
34,913
|
$289,081 | — | 30 Sep 2025 | |
| OneAscent Family Office, LLC |
13F
|
Company |
—
class O/S missing
|
34,000
|
$281,520 | — | 30 Sep 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
33,188
|
$274,794 | — | 30 Sep 2025 |
Institutional Holders of Cornerstone Strategic Investment Fund, Inc. - COM (CLM) as of Q4 2025
As of 31 Dec 2025,
Cornerstone Strategic Investment Fund, Inc. - COM (CLM) was held by
126 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,306,970 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, OSAIC HOLDINGS, INC., PFG Investments, LLC, Sculptor Capital LP, LPL Financial LLC, BOOTHBAY FUND MANAGEMENT, LLC, Quarry LP, Cetera Investment Advisers, Alpine Global Management, LLC, and Cable Car Capital, LP.
This page lists
126
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
125
Q4 2025 holders
126
Holder diff
1
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.