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Disclosery

CLM CORNERSTONE STRATEGIC INVEST

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COM (common), issuer CIK 814083

145 managers (146 13F filers) reported a position in CLM shares at 2026-06-30, 44,951,964 shares in all. 22 filers opened a position and 14 filers sold out during the quarter.

Managers
145
13F filers
146
New
22
Added
58
Reduced
32
Sold out
14
Shares held by filers
44,951,964

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Alpine Global Management, LLC6,833,682$51.7M8.48%+19,35013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,736,737$50.9M0.95%-7,81613F-HRTimeline
PFG Investments, LLC4,492,919$34M1.32%+369,88813F-HRTimeline
Quarry LP3,476,236$26.3M4.15%-13,02813F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP3,325,694$25.1M0.26%+182,10513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,016,078$22.8M0.03%-232,93513F-HRTimelineGroup
LPL Financial LLC2,586,106$19.6M<0.01%+164,57613F-HRTimeline
Warberg Asset Management LLC1,836,581$13.9M4.11%+794,64613F-HRTimeline
Cetera Investment Advisers1,558,231$11.8M0.01%+202,85313F-HRTimeline
Cable Car Capital, LP1,274,106$9.63M0.21%+24,10713F-HRTimeline
Cambridge Investment Research Advisors,…1,093,299$8.27M0.02%+53,36913F-HR/ATimeline
Almitas Capital LLC661,789$5M1.2%+219,77513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.629,931$4.76M0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY560,243$4.24M<0.01%-94,69613F-HRTimelineGroup
WJ Financial Advisors LLC503,994$3.81M2.8%+59,07913F-HRTimeline
Perennial Investment Advisors, LLC484,530$3.66M0.24%+8,76413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC388,773$2.94M<0.01%+11,69313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.333,993$2.52M0.03%-8,51813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC319,209$2.41M<0.01%+24,78113F-HRTimeline
Yakira Capital Management, Inc.311,396$2.35M0.69%+4,68413F-HRTimeline
Creative Planningin group Creative Planning277,113$2.09M<0.01%+74,18413F-HRTimelineGroup
Kovack Advisors, Inc.233,414$1.76M0.08%+89,12513F-HRTimeline
J.W. COLE ADVISORS, INC.211,424$1.6M0.03%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.178,155$1.35M<0.01%+18,54213F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC158,000$1.19M0.73%+20013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.151,920$1.15M0.05%-3,20413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…145,939$1.1M<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV132,993$1.01M0.05%+39,01113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC111,901$846K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC110,719$837K0.01%+2,03213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd109,968$831K0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.107,590$813K0.02%+10013F-HRTimeline
Advisory Solutions Group, LLC97,879$740K0.25%13F-HRTimeline
AE Wealth Management LLC92,708$701K<0.01%+39,54113F-HRTimeline
Encompass More Asset Management89,506$677K0.1%+8,56013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd88,603$670K0.01%+59,93513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth83,516$631K<0.01%-7,35113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC79,026$597K0.01%+2,21213F-HRTimelineGroup
Mirador Capital Partners LP78,738$595K0.07%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding78,220$591K+195Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC74,406$562K0.01%+1,81913F-HRTimelineGroup
Garden State Investment Advisory Servic…65,260$493K0.1%+8,00013F-HRTimeline
Private Advisor Group, LLC62,116$470K<0.01%+7,50813F-HRTimeline
CoreCap Advisors, LLC59,850$452K0.01%+40,67413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,467$450K<0.01%+8,68413F-HRTimelineGroup
HighTower Advisors, LLC59,049$446K<0.01%-6,86813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,350$441K<0.01%+7,61613F-HRTimelineGroup
Prospera Financial Services Inc54,917$415K0.01%-31,75613F-HRTimeline
Dynamic Advisor Solutions LLC54,125$409K0.01%+5,32713F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK50,000$378K<0.01%-20013F-HRTimelineGroup
Gladstone Institutional Advisory LLC49,081$371K0.01%-8,41513F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …44,268$335K0.17%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC42,157$319K0.1%+1,90213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.41,258$312K<0.01%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC39,161$296K0.03%+10,61413F-HRTimeline
MGO ONE SEVEN LLC35,273$267K<0.01%+1,48613F-HRTimeline
Meridian Wealth Management, LLC35,062$265K0.01%-1,74313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,089$250K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,449$245K<0.01%+19,32413F-HRTimelineGroup
Buska Wealth Management, LLC30,596$231K0.08%+1,16113F-HRTimeline
Foundations Investment Advisors, LLC30,479$230K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC28,733$217K<0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.27,500$208K0.08%-50013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,634$201K<0.01%013F-HRTimelineGroup
HF Advisory Group, LLC25,484$193K0.06%+98513F-HRTimeline
LANARK FINANCIAL, INC.25,205$191K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,533$180K<0.01%-49013F-HRTimeline
Chicago Partners Investment Group LLC25,023$179K<0.01%+8313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC23,328$176K0.01%+7,73513F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC22,847$173K<0.01%+81013F-HRTimeline
Sequoia Financial Advisors, LLC21,400$162K<0.01%013F-HRTimeline
BIP Wealth, LLC20,898$158K<0.01%new13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.20,493$155K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC20,084$152K<0.01%+12313F-HRTimeline
Larson Financial Group LLC20,083$152K<0.01%+91213F-HRTimeline
Marshall Financial Group, LLC20,000$151K0.02%+10,00013F-HRTimeline
UBS Group AGin group UBS Group AG18,476$140K<0.01%+84213F-HRTimelineGroup
NewEdge Advisors, LLC18,101$137K<0.01%+61113F-HRTimeline
Clearstead Advisors, LLC17,880$135K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC17,850$135K<0.01%013F-HRTimeline
World Investment Advisors17,670$134K<0.01%-2,68413F-HRTimeline
Summit Financial, LLC17,754$134K<0.01%-87713F-HRTimeline
Capital CS Group, LLC17,437$132K0.19%+28113F-HRTimeline
Secure Asset Management, LLC17,065$129K0.02%+4,53513F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,693$126K<0.01%-93813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,550$125K<0.01%-83,13313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,916$120K<0.01%013F-HRTimelineGroup
Strategic Financial Concepts, LLC15,700$119K0.04%+1,00013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.14,568$110K0.06%-4,85713F-HRTimeline
PRIVATE TRUST CO NA14,514$110K0.01%new13F-HRTimeline
Accurate Wealth Management, LLC14,163$108K0.01%+16013F-HRTimeline
A4 Wealth Advisors LLC14,022$106K0.07%-1,95013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC14,008$106K0.01%+78913F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC13,916$105K0.04%new13F-HRTimeline
NWF Advisory Services Inc.13,500$102K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC13,184$99.7K0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.13,063$98.8K0.01%+60413F-HRTimeline
Integrated Wealth Concepts LLC12,912$97.6K<0.01%-713F-HRTimeline
DAVENPORT & Co LLC12,773$96.6K<0.01%013F-HRTimeline
RMR Wealth Builders12,560$95K0.01%new13F-HRTimeline
Allworth Financial LP11,910$90K<0.01%013F-HRTimeline
Evergreen Wealth Partners LLC11,531$87.2K0.05%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,424$86.4K<0.01%-3,32413F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC11,204$84.7K0.01%013F-HRTimeline
Kingsview Wealth Management, LLC11,128$84.1K<0.01%-12,20513F-HRTimeline
OneDigital Investment Advisors LLC10,760$81.3K<0.01%013F-HRTimeline
Taylor Securities Services, Inc.10,487$79.3K0.03%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,482$79.2K<0.01%new13F-HRTimelineGroup
EVERETT HARRIS & CO /CA/10,205$77.1K<0.01%013F-HRTimeline
Valmark Advisers, Inc.10,016$75.7K<0.01%013F-HRTimeline
Highland Investment Advisors LLC8,161$61.7K0.03%13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC6,960$52K0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,500$49.1K<0.01%-513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,500$41.6K<0.01%013F-HRTimelineGroup
Corsicana & Co.3,700$28K0.01%new13F-HRTimeline
Fortis Group Advisors, LLC3,630$27.4K<0.01%+20413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,387$25.2K<0.01%-17,89813F-HRTimelineGroup
LifeSteps Financial, Inc.3,000$22.7K0.01%new13F-HRTimeline
TSFG, LLC2,856$22K<0.01%+16113F-HRTimeline
Farther Finance Advisors, LLC2,686$20.3K<0.01%-3,11813F-HRTimeline
SHP Wealth Management2,500$18.9K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC2,500$18.9K0.01%013F-HRTimeline
Arax Advisory Partners1,923$14.5K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,908$14.4K<0.01%-3,72013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,759$13.3K<0.01%-1,90113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,256$9.49K<0.01%-1,75513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,250$9.45K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,164$9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Thomas J. Herzfeld Advisors, Inc.1,187$8.97K<0.01%+6713F-HRTimeline
GODSEY & GIBB, INC1,000$7.56K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,000$7.56K<0.01%013F-HRTimeline
Avalon Trust Co1,000$7.56K<0.01%013F-HRTimeline
GoalVest Advisory LLC928$7.02K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc898$7K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT530$4.01K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.407$3.08K<0.01%-37313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$3.02K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…232$1.75K<0.01%-1,14513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN204$1.54K<0.01%+20013F-HRTimelineGroup
FIRST HORIZON CORP200$1.51K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC29$219<0.01%013F-HRTimeline
Walsh & Associates, LLC11$83<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1$4<0.01%013F-HRTimeline
New England Capital Financial Advisors …1,358$00%new13F-HRTimelineValue filed as zero, left out of ratios.
First Command Advisory Services, Inc.0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.