Skip to content
Disclosery

CLM CORNERSTONE STRATEGIC INVEST

Follow

COM (fund), issuer CIK 814083

138 managers (139 13F filers) reported a position in CLM shares at 2026-03-31, 42,490,338 shares in all. 24 filers opened a position and 11 filers sold out during the quarter.

Managers
138
13F filers
139
New
24
Added
58
Reduced
25
Sold out
11
Shares held by filers
42,490,338

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Alpine Global Management, LLC6,814,332$49.6M7.54%+5,674,51913F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,744,553$49.1M1.13%+5,459,21313F-HRTimeline
PFG Investments, LLC4,123,031$30M1.4%+1,125,22313F-HRTimeline
Quarry LP3,489,264$25.4M5.12%+2,253,95713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,249,013$23.7M0.03%-122,13413F-HRTimelineGroup
Sculptor Capital LPin group Sculptor Capital LP3,143,589$22.9M0.26%+175,85313F-HRTimelineGroup
LPL Financial LLC2,421,530$17.6M<0.01%+619,21213F-HRTimeline
Cetera Investment Advisers1,355,378$9.87M0.01%+155,13213F-HRTimeline
Cable Car Capital, LP1,249,999$9.75M3.37%+588,31613F-HRTimeline
Warberg Asset Management LLC1,041,935$7.59M2.21%new13F-HRTimeline
Cambridge Investment Research Advisors,…1,039,930$7.57M0.02%+478,35313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY654,939$4.77M<0.01%+96,06213F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.629,931$4.59M0.01%-25,00013F-HRTimelineGroup
Perennial Investment Advisors, LLC475,766$3.46M0.28%+10,20213F-HRTimeline
WJ Financial Advisors LLC444,915$3.24M2.62%+181,90013F-HRTimeline
Almitas Capital LLC442,014$3.22M0.73%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC377,080$2.75M<0.01%+9,61013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.342,511$2.49M0.03%-283,57413F-HRTimelineGroup
Yakira Capital Management, Inc.306,712$2.23M0.65%-180,49513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC294,428$2.14M<0.01%+9,86913F-HRTimeline
Creative Planningin group Creative Planning202,929$1.48M<0.01%+24,84313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.159,613$1.16M<0.01%-74713F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC158,042$1.15M0.02%-4,482,18413F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC157,800$1.15M0.74%+21,04613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.155,124$1.13M0.06%+12,17513F-HRTimelineGroup
Kovack Advisors, Inc.144,289$1.08M0.06%-66,92413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…145,939$1.06M<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC108,687$791K0.01%-93,06413F-HRTimeline
Savvy Advisors, Inc.107,490$783K0.02%-1,27013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…99,683$726K<0.01%+11,80613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV93,982$684K0.04%+2,87313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC91,952$669K<0.01%-88,33013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth90,867$662K<0.01%+80,67813F-HRTimelineGroup
Prospera Financial Services Inc86,673$631K0.01%-1,01813F-HRTimeline
Encompass More Asset Management80,946$589K0.1%-2713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding78,025$568K+19,275Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC76,814$559K0.01%+62513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC72,587$528K0.01%-5,14813F-HRTimelineGroup
HighTower Advisors, LLC65,917$480K<0.01%+5,01713F-HRTimeline
Gladstone Institutional Advisory LLC57,496$419K0.02%new13F-HRTimeline
Garden State Investment Advisory Servic…57,260$417K0.1%+5,18013F-HRTimeline
Private Advisor Group, LLC54,608$398K<0.01%+62613F-HRTimeline
AE Wealth Management LLC53,167$387K<0.01%-18,73613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,783$370K<0.01%+50713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,734$369K<0.01%+3,87513F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK50,200$365K<0.01%+20013F-HRTimelineGroup
Dynamic Advisor Solutions LLC48,798$355K0.01%+4,05213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.41,258$300K<0.01%013F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC40,255$293K0.11%+20,49313F-HRTimeline
Independent Advisor Alliance37,072$270K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC36,805$268K0.01%+17,34613F-HRTimeline
MGO ONE SEVEN LLC33,787$246K<0.01%-1,68413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,089$241K<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC30,067$219K<0.01%new13F-HRTimelineGroup
Buska Wealth Management, LLC29,435$214K0.09%+80213F-HRTimeline
EP Wealth Advisors, LLC28,732$209K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd28,668$209K<0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC28,547$208K0.02%-1,37513F-HRTimeline
AMERIFLEX GROUP, INC.28,000$204K0.1%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,634$194K<0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC24,940$186K<0.01%-49213F-HRTimeline
LANARK FINANCIAL, INC.25,205$183K0.01%+6,75013F-HRTimeline
HF Advisory Group, LLC24,499$178K0.06%+92413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,023$176K<0.01%-10,01613F-HRTimeline
Pasadena Private Wealth, LLC23,661$172K0.02%+3,20413F-HRTimeline
Kingsview Wealth Management, LLC23,333$170K<0.01%+13,33313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC22,037$160K<0.01%+2,56613F-HRTimeline
Sequoia Financial Advisors, LLC21,400$156K<0.01%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …20,663$150K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,285$148K<0.01%+18,25313F-HR/ATimelineGroup
World Investment Advisors20,354$148K<0.01%+70013F-HRTimeline
HOWE & RUSLING INC20,142$147K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC19,961$145K<0.01%+34613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19,425$141K0.1%013F-HRTimeline
CoreCap Advisors, LLC19,176$140K<0.01%-23,22413F-HRTimeline
Larson Financial Group LLC19,171$140K<0.01%+7,09413F-HRTimeline
Summit Financial, LLC18,631$136K<0.01%-79613F-HRTimeline
Clearstead Advisors, LLC17,880$130K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC17,850$130K<0.01%+70013F-HRTimeline
UBS Group AGin group UBS Group AG17,634$128K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.17,631$128K<0.01%-1113F-HRTimeline
NewEdge Advisors, LLC17,490$127K<0.01%+57113F-HR/ATimeline
Capital CS Group, LLC17,156$125K0.26%+61713F-HRTimeline
A4 Wealth Advisors LLC15,972$116K0.1%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,916$116K<0.01%013F-HR/ATimelineGroup
Virtu Financial LLCin group Virtu Financial LLC15,593$114K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,054$110K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,748$107K<0.01%-42913F-HRTimelineGroup
Strategic Financial Concepts, LLC14,700$107K0.03%new13F-HRTimeline
Accurate Wealth Management, LLC14,003$104K0.01%new13F-HRTimeline
NWF Advisory Services Inc.13,500$98.3K0.01%+1,00013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,219$96.2K0.01%+70313F-HRTimeline
Mariner, LLCin group Mariner, LLC13,125$95.5K<0.01%-7,76513F-HRTimelineGroup
Integrated Wealth Concepts LLC12,919$94K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC12,773$93K<0.01%013F-HRTimeline
CIBC WORLD MARKET INC.12,654$92.1K<0.01%new13F-HRTimeline
Secure Asset Management, LLC12,530$91.2K0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.12,459$90.7K0.01%+56713F-HRTimeline
Allworth Financial LP11,910$86.7K<0.01%013F-HRTimeline
Evergreen Wealth Partners LLC11,531$83.9K0.06%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,204$81.6K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC10,760$78.3K<0.01%013F-HRTimeline
EVERETT HARRIS & CO /CA/10,205$74.3K<0.01%new13F-HRTimeline
Valmark Advisers, Inc.10,016$72.9K<0.01%+1613F-HRTimeline
Marshall Financial Group, LLC10,000$72.8K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,528$47.5K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,505$47.4K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC5,804$42.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,628$41K<0.01%+3,72013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,500$40K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC4,864$35.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,660$26.6K<0.01%+8813F-HRTimelineGroup
Fortis Group Advisors, LLC3,426$24.9K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,304$24.1K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,011$21.9K<0.01%-4,94913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,943$21K<0.01%+1,94313F-HRTimelineGroup
TSFG, LLC2,695$20K<0.01%+14313F-HRTimeline
Aventura Private Wealth, LLC2,500$18.2K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,546$11.3K<0.01%+8313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,377$10K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,250$9.1K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.1,120$8.15K<0.01%+6013F-HRTimeline
GODSEY & GIBB, INC1,000$7.28K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,000$7.28K<0.01%013F-HRTimeline
Avalon Trust Co1,000$7.28K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc898$7K<0.01%013F-HRTimeline
GoalVest Advisory LLC928$6.76K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.780$5.68K<0.01%+74213F-HRTimeline
MAI Capital Management600$4.37K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$2.91K<0.01%013F-HRTimeline
Parvin Asset Management, LLC67$488<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC29$211<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC14$102<0.01%-15113F-HRTimelineGroup
Walsh & Associates, LLC11$80<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4$31<0.01%+213F-HR/ATimelineGroup
DANSKE BANK A/S3$22<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…1$4<0.01%013F-HRTimeline
First Command Advisory Services, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.