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Disclosery

CLM CORNERSTONE STRATEGIC INVEST

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COM (fund), issuer CIK 814083

126 managers (127 13F filers) reported a position in CLM shares at 2025-12-31, 29,306,972 shares in all. 15 filers opened a position and 15 filers sold out during the quarter.

Managers
126
13F filers
127
New
15
Added
51
Reduced
32
Sold out
15
Shares held by filers
29,306,972

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,640,226$38.8M0.76%-1,336,81813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,371,147$28.2M0.04%-113,51913F-HRTimelineGroup
PFG Investments, LLC2,997,808$25.1M1.18%+2,958,78913F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP2,967,736$24.8M0.3%+155,28613F-HRTimelineGroup
LPL Financial LLC1,802,318$15.1M<0.01%+350,07913F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,285,340$10.7M0.28%-5,123,21213F-HRTimeline
Quarry LP1,235,307$10.3M1.69%+962,97213F-HRTimeline
Cetera Investment Advisers1,200,246$10M0.01%+133,16313F-HRTimeline
Alpine Global Management, LLC1,139,813$9.53M2.15%-5,853,96713F-HR/ATimeline
Cable Car Capital, LP661,683$5.53M0.34%+6913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.654,931$5.47M0.01%-15,00013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.626,085$5.23M0.06%+117,60713F-HRTimelineGroup
Cambridge Investment Research Advisors,…561,577$4.7M0.01%+36,30913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY558,877$4.67M<0.01%+57,97313F-HR/ATimelineGroup
Yakira Capital Management, Inc.487,207$4.07M1.37%-534,44613F-HRTimeline
Perennial Investment Advisors, LLC465,564$3.89M0.31%+10,66113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC367,470$3.07M<0.01%+21,89213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC284,559$2.38M<0.01%+28,40513F-HRTimeline
WJ Financial Advisors LLC263,015$2.2M1.96%+112,11613F-HRTimeline
J.W. COLE ADVISORS, INC.219,637$1.81M0.04%-4,51513F-HRTimeline
Kovack Advisors, Inc.211,213$1.77M0.08%new13F-HR/ATimeline
Aptus Capital Advisors, LLC201,751$1.69M0.01%+2,68413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC180,282$1.51M<0.01%+112,74213F-HRTimelineGroup
Creative Planningin group Creative Planning178,086$1.49M<0.01%-20,85813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.160,360$1.34M<0.01%+43,98013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…145,939$1.22M<0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.142,949$1.2M0.05%-16,13313F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC136,754$1.14M0.76%+3,00013F-HRTimeline
Savvy Advisors, Inc.108,760$909K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV91,109$762K0.05%+7,67313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…87,877$735K<0.01%+47,91513F-HRTimelineGroup
Prospera Financial Services Inc87,691$733K0.01%+5,02613F-HRTimeline
Encompass More Asset Management80,973$677K0.13%-2,85313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC77,735$650K0.01%-12,09713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC76,189$637K0.02%+7,10913F-HRTimelineGroup
AE Wealth Management LLC71,903$601K<0.01%+4,28613F-HRTimeline
HighTower Advisors, LLC60,900$509K<0.01%-7,86813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding58,750$491K-1,194Timeline
Private Advisor Group, LLC53,982$451K<0.01%+3,01013F-HRTimeline
Garden State Investment Advisory Servic…52,080$436K0.1%+2,84113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,276$420K<0.01%+4,84413F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK50,000$418K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,859$392K<0.01%-3,67213F-HRTimelineGroup
Dynamic Advisor Solutions LLC44,746$374K0.01%+5,79913F-HRTimeline
CoreCap Advisors, LLC42,400$354K0.01%+76713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.41,258$345K<0.01%+12,05413F-HRTimelineGroup
MGO ONE SEVEN LLC35,471$297K0.01%+8813F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC34,913$292K0.14%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…34,039$288K<0.01%+4,89013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …34,000$284K0.19%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,089$277K<0.01%+12,07713F-HRTimelineGroup
SeaCrest Wealth Management, LLC29,922$253K0.03%-56813F-HRTimeline
EP Wealth Advisors, LLC28,732$240K<0.01%13F-HRTimeline
Buska Wealth Management, LLC28,633$239K0.09%+31613F-HRTimeline
AMERIFLEX GROUP, INC.28,000$234K0.12%-36,60013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,634$223K<0.01%-52213F-HR/ATimelineGroup
Chicago Partners Investment Group LLC25,432$211K0.01%-80413F-HRTimeline
HF Advisory Group, LLC23,575$197K0.07%+83013F-HR/ATimeline
Sequoia Financial Advisors, LLC21,400$179K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC20,890$175K<0.01%+7,19613F-HRTimelineGroup
Pasadena Private Wealth, LLC20,457$171K0.02%+6,34313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC19,762$165K0.06%+1,83713F-HRTimeline
World Investment Advisors19,654$164K<0.01%new13F-HR/ATimeline
Sanctuary Advisors, LLC19,615$164K<0.01%+71513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC19,471$163K<0.01%+1,84113F-HRTimeline
Meridian Wealth Management, LLC19,459$163K0.01%+4,17613F-HRTimeline
Summit Financial, LLC19,427$162K<0.01%-2,36013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19,425$162K0.13%013F-HRTimeline
LANARK FINANCIAL, INC.18,455$154K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,642$147K0.01%-2,32013F-HRTimeline
UBS Group AGin group UBS Group AG17,634$147K<0.01%-5,75613F-HRTimelineGroup
WEDBUSH SECURITIES INC17,150$143K<0.01%013F-HRTimeline
Vantage Financial Partners, LLC16,927$142K0.03%-4,34813F-HRTimeline
NewEdge Advisors, LLC16,919$141K<0.01%+4,23713F-HRTimeline
Capital CS Group, LLC16,539$138K0.22%+25213F-HRTimeline
A4 Wealth Advisors LLC15,972$134K0.12%-11,77213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,916$133K<0.01%-1413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP15,177$127K<0.01%new13F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,000$125K<0.01%new13F-HR/ATimelineGroup
DAVENPORT & Co LLC12,773$107K<0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC12,516$105K0.01%+65313F-HRTimeline
NWF Advisory Services Inc.12,500$104K0.01%new13F-HRTimeline
Larson Financial Group LLC12,077$101K<0.01%+49913F-HRTimeline
Allworth Financial LP11,910$99.6K<0.01%-2,56613F-HRTimeline
Redhawk Wealth Advisors, Inc.11,892$99.4K0.01%-12,86213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,204$93.7K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC10,760$90K<0.01%+50013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,601$88.6K<0.01%-5,30013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,189$85.2K<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC10,171$85K<0.01%-16,40313F-HRTimelineGroup
Valmark Advisers, Inc.10,000$83.6K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC10,000$83.6K<0.01%013F-HRTimeline
Marshall Financial Group, LLC10,000$83.6K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,960$66.5K<0.01%+5,98913F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,528$54.6K0.02%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,505$54.4K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC5,804$48.5K<0.01%+1,00013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,500$46K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC4,864$40.6K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,895$32.6K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners3,731$31.2K<0.01%+1,80813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,572$29.9K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,032$25.4K<0.01%new13F-HRTimelineGroup
TSFG, LLC2,552$21K<0.01%+13313F-HRTimeline
Aventura Private Wealth, LLC2,500$20.9K0.01%+1,00013F-HRTimeline
Garton & Associates Financial Advisors …2,500$20.9K0.01%13F-HRTimeline
Parallel Advisors, LLC1,941$16.2K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,908$16K<0.01%-3,73913F-HR/ATimelineGroup
Sunbelt Securities, Inc.1,463$12.2K<0.01%+7613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,250$10.4K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.1,060$8.86K<0.01%-8,47913F-HRTimeline
GODSEY & GIBB, INC1,000$8.36K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,000$8.36K<0.01%013F-HRTimeline
Avalon Trust Co1,000$8.36K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$8K<0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc898$8K<0.01%new13F-HRTimeline
GoalVest Advisory LLC928$7.76K<0.01%013F-HRTimeline
MAI Capital Management600$5.02K<0.01%-35913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$3.34K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC165$1K<0.01%new13F-HRTimelineGroup
Parvin Asset Management, LLC67$560<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.38$318<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC14$118<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$18<0.01%-313F-HRTimelineGroup
DANSKE BANK A/S2$17<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1$4<0.01%013F-HRTimeline