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Disclosery

CLM CORNERSTONE STRATEGIC INVEST

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COM (fund), issuer CIK 814083

122 managers (123 13F filers) reported a position in CLM shares at 2025-06-30, 40,192,174 shares in all. 16 filers opened a position and 16 filers sold out during the quarter.

Managers
122
13F filers
123
New
16
Added
55
Reduced
29
Sold out
16
Shares held by filers
40,192,174

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC6,612,795$53.7M12.73%+336,51613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,135,929$49.8M1.53%+235,38213F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC5,730,776$46.5M0.99%+5,695,77613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,493,550$28.4M0.05%+791,58313F-HR/ATimelineGroup
Sculptor Capital LPin group Sculptor Capital LP2,666,574$21.7M0.35%new13F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,803,392$14.6M0.81%new13F-HRTimeline
LPL Financial LLC1,362,299$11.1M<0.01%+249,04113F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC1,229,119$9.98M1.23%new13F-HRTimeline
Yakira Capital Management, Inc.1,197,769$9.73M3.58%+535,00913F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.1,074,966$8.73M3.11%+986,07413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.734,931$5.97M0.01%+127,73313F-HRTimelineGroup
Cable Car Capital, LP661,825$5.37M2.33%-70713F-HR/ATimeline
Cetera Investment Advisers610,585$4.96M0.01%+105,46413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.548,477$4.45M0.06%+182,14313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY508,044$4.13M<0.01%+54,86713F-HRTimelineGroup
Quarry LP506,996$4.12M0.95%+494,97813F-HRTimeline
Cambridge Investment Research Advisors,…498,849$4.05M0.01%-23,10613F-HRTimeline
Perennial Investment Advisors, LLC451,228$3.66M0.36%+14,27113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC351,430$2.85M<0.01%+40,76113F-HRTimelineGroup
Ursa Fund Management, LLC275,000$2.23M5.58%+250,00013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\256,505$2.08M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC251,740$2.04M<0.01%+1,27513F-HRTimeline
Aptus Capital Advisors, LLC217,910$1.77M0.02%+2,85813F-HRTimeline
J.W. COLE ADVISORS, INC.205,931$1.67M0.04%+40,02413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…145,939$1.19M<0.01%+45,48713F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.133,949$1.09M0.05%+41,90213F-HRTimelineGroup
Creative Planningin group Creative Planning120,974$982K<0.01%+25,62713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC109,511$889K0.01%-13,05813F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC108,426$880K0.71%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.91,397$742K<0.01%-1,24913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.83,899$681K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.83,144$675K<0.01%+36,70313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV81,742$664K0.05%+10,76713F-HRTimeline
Encompass More Asset Management80,317$652K0.15%+3,74713F-HRTimeline
Prospera Financial Services Inc70,726$574K0.01%+7,16313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC65,005$528K<0.01%+29,29113F-HRTimelineGroup
Strategic Financial Concepts, LLC64,700$525K0.07%-7,40013F-HRTimeline
Garden State Investment Advisory Servic…61,706$501K0.14%+10,94513F-HRTimeline
HighTower Advisors, LLC59,496$483K<0.01%-46,63313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding58,744$477K+22,799Timeline
CoreCap Advisors, LLC51,956$422K0.02%+9,94213F-HRTimeline
Private Advisor Group, LLC51,681$420K<0.01%+64613F-HRTimeline
AE Wealth Management LLC50,164$407K<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK50,000$406K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,215$383K<0.01%+5,30013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,212$367K<0.01%-6,33713F-HRTimelineGroup
Dynamic Advisor Solutions LLC41,545$337K0.01%+2,10313F-HRTimeline
FMR LLCin group FMR LLC39,673$322K<0.01%+39,62913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,112$318K0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,929$308K<0.01%-11,96713F-HRTimelineGroup
PFG Investments, LLC37,318$303K0.02%-13,31813F-HRTimeline
MGO ONE SEVEN LLC35,300$287K0.01%+10,58313F-HRTimeline
Atria Wealth Solutions, Inc.32,531$268K0.01%-171,24513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,100$256K<0.01%+13,19313F-HRTimeline
NewEdge Advisors, LLC29,865$243K<0.01%+6,86513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,161$229K<0.01%-72,53513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC26,574$216K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC26,351$213K0.01%-4,81313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,702$209K<0.01%-1,40013F-HR/ATimelineGroup
SeaCrest Wealth Management, LLC23,938$194K0.02%+5,03113F-HRTimeline
Redhawk Wealth Advisors, Inc.23,678$192K0.02%+1,11413F-HRTimeline
UBS Group AGin group UBS Group AG23,194$188K<0.01%-30,16513F-HRTimelineGroup
Capital CS Group, LLC22,568$183K0.3%+5,01313F-HRTimeline
HF Advisory Group, LLC21,939$178K0.07%+83613F-HRTimeline
Summit Financial, LLC21,627$176K<0.01%new13F-HRTimeline
Vantage Financial Partners, LLC21,437$174K0.04%-3,57013F-HRTimeline
Sequoia Financial Advisors, LLC21,400$174K<0.01%-60013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,012$171K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,000$162K<0.01%new13F-HRTimelineGroup
MAI Capital Management19,865$161K<0.01%+1,25613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19,425$158K0.19%13F-HRTimeline
Meridian Wealth Management, LLC19,126$155K0.01%+9,12613F-HRTimeline
Sanctuary Advisors, LLC18,800$153K<0.01%-20013F-HRTimeline
LANARK FINANCIAL, INC.18,455$149K0.01%013F-HRTimeline
Buska Wealth Management, LLC18,017$146K0.04%+1,49813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC17,146$139K0.06%+80713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,966$130K<0.01%-413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,916$129K<0.01%013F-HRTimelineGroup
CHOREO, LLC14,969$122K<0.01%new13F-HRTimeline
Allworth Financial LP14,463$117K<0.01%+13,84213F-HRTimeline
Clarity Capital Partners LLC14,089$114K0.04%-52,10113F-HRTimeline
Pasadena Private Wealth, LLC13,945$113K0.02%+2,34213F-HRTimeline
WEDBUSH SECURITIES INC13,850$112K<0.01%-6,07413F-HRTimeline
BlueChip Wealth Advisors LLC13,497$110K0.05%+40913F-HRTimeline
DAVENPORT & Co LLC12,773$104K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC12,210$99.1K<0.01%-18213F-HRTimeline
Capital Investment Advisory Services, L…12,137$98.6K0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,448$93K0.01%+83313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,204$91K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC10,260$83.3K<0.01%new13F-HRTimeline
Sonora Investment Management Group, LLC10,135$82.3K0.01%013F-HRTimeline
Larson Financial Group LLC10,122$82.2K<0.01%+3,48113F-HRTimeline
Marshall Financial Group, LLC10,000$81.7K0.02%013F-HRTimeline
Valmark Advisers, Inc.10,000$81.2K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC10,000$81.2K<0.01%013F-HRTimeline
NFSG Corp10,000$81.2K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,755$79.2K<0.01%-4,36213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC8,010$65K0.01%+1,20013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,528$53K0.02%013F-HRTimelineGroup
Park Square Financial Group, LLC5,695$46.2K0.03%013F-HRTimeline
Sound Income Strategies, LLC4,864$39.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,804$39K<0.01%+1,71513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,904$31.7K<0.01%-1,899,31813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,594$21K<0.01%+1,46813F-HR/ATimelineGroup
TSFG, LLC2,351$19K<0.01%+2,33413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,971$16K<0.01%-4,26213F-HRTimelineGroup
Aventura Private Wealth, LLC1,500$12.2K0.01%+50013F-HRTimeline
Sunbelt Securities, Inc.1,181$10.1K<0.01%-6013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,200$9.74K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,191$9.68K<0.01%new13F-HRTimelineGroup
GODSEY & GIBB, INC1,000$8.12K<0.01%013F-HRTimeline
Avalon Trust Co1,000$8.12K<0.01%-1,00013F-HRTimeline
Dunhill Financial, LLC856$6.95K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC700$5.68K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC700$5.68K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.38$309<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3$23<0.01%-113F-HRTimelineGroup
DANSKE BANK A/S2$16<0.01%-213F-HRTimeline
Steward Partners Investment Advisory, L…1$4<0.01%-11,76513F-HRTimeline
CWM, LLCin group CWM, LLC31$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount 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.