Cornerstone Strategic InvestCLM
13F holders, Q4 2025 (December 31)127holders +1
15new positions
15sold out
1famous investor
$8.36avg. 13F price*
At the end of Q4 2025, 127 institutions reported holding Cornerstone Strategic Invest (CLM) in their 13F filings, up 1 from Q3 2025. 15 opened new positions and 15 sold out. The largest holders were Sit Investment Associates Inc. ($38.8M), Osaic Holdings, Inc. ($28.2M) and PFG Investments, LLC ($25.1M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Cornerstone Strategic Invest
- CUSIP
- 21924B302
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.4M |
| Exits | 15 | $10.0M |
All 13F filers, Q3 2025 → Q4 2025: 5,672,237 shares bought and 14,364,251 shares sold, net −8,692,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Sit Investment Associates Inc. | 0.76% | Reduce -22.4% | 4,640,226 | $38.8M |
| Osaic Holdings, Inc. | 0.04% | Reduce -3.3% | 3,371,147 | $28.2M |
| PFG Investments, LLC | 1.18% | Add +7582.9% | 2,997,808 | $25.1M |
| Sculptor Capital LP | 0.51% | Add +5.5% | 2,967,736 | $24.8M |
| LPL Financial LLC | 0.00% | Add +24.1% | 1,802,318 | $15.1M |
| Boothbay Fund Management, LLC | 0.29% | Reduce -79.9% | 1,285,340 | $10.7M |
| Quarry LP | 1.77% | Add +353.6% | 1,235,307 | $10.3M |
| Cetera Investment Advisers | 0.01% | Add +12.5% | 1,200,246 | $10.0M |
| Alpine Global Management, LLC | 2.27% | Reduce -83.7% | 1,139,813 | $9.5M |
| Cable Car Capital, LP | 0.36% | Add +0.0% | 661,683 | $5.5M |
| Cohen & Steers, Inc. | 0.01% | Reduce -2.2% | 654,931 | $5.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +23.1% | 626,085 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.9% | 561,577 | $4.7M |
| Morgan Stanley | 0.00% | Add +11.6% | 558,877 | $4.7M |
| Yakira Capital Management, Inc. | 1.38% | Reduce -52.3% | 487,207 | $4.1M |
| Perennial Investment Advisors, LLC | 0.31% | Add +2.3% | 465,564 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +6.3% | 367,470 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.1% | 284,559 | $2.4M |
| WJ Financial Advisors LLC | 1.96% | Add +74.3% | 263,015 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -2.0% | 219,637 | $1.8M |
| Kovack Advisors, Inc. | 0.08% | New | 211,213 | $1.8M |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.4% | 201,751 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +166.9% | 180,282 | $1.5M |
| Creative Planning | 0.00% | Reduce -10.5% | 178,086 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +37.8% | 160,360 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | No change | 145,939 | $1.2M |
| StoneX Group Inc. | 0.05% | Reduce -10.1% | 142,949 | $1.2M |
| Winebrenner Capital Management LLC | 0.76% | Add +2.2% | 136,754 | $1.1M |
| Savvy Advisors, Inc. | 0.03% | New | 108,760 | $909K |
| Creative Financial Designs Inc. | 0.05% | Add +9.2% | 91,109 | $762K |
| Susquehanna International Group, LLP | 0.00% | Add +119.9% | 87,877 | $735K |
| Prospera Financial Services Inc | 0.01% | Add +6.1% | 87,691 | $733K |
| Encompass More Asset Management | 0.13% | Reduce -3.4% | 80,973 | $677K |
| Benjamin Edwards Inc. | 0.01% | Reduce -13.5% | 77,735 | $650K |
| CreativeOne Wealth, LLC | 0.02% | Add +10.3% | 76,189 | $637K |
| AE Wealth Management LLC | 0.00% | Add +6.3% | 71,903 | $601K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.4% | 60,900 | $509K |
| Private Advisor Group, LLC | 0.00% | Add +5.9% | 53,982 | $451K |
| Garden State Investment Advisory Services LLC | 0.10% | Add +5.8% | 52,080 | $436K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.7% | 50,276 | $420K |
| Toronto Dominion Bank | 0.00% | No change | 50,000 | $418K |
| Stifel Financial Corp. | 0.00% | Reduce -7.3% | 46,859 | $392K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +14.9% | 44,746 | $374K |
| CoreCap Advisors, LLC | 0.01% | Add +1.8% | 42,400 | $354K |
| BlackRock, Inc. | 0.00% | Add +41.3% | 41,258 | $345K |
| Mgo One Seven LLC | 0.01% | Add +0.3% | 35,471 | $297K |
| Mark Sheptoff Financial Planning, LLC | 0.14% | No change | 34,913 | $292K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.8% | 34,039 | $288K |
| OneAscent Family Office, LLC | 0.19% | No change | 34,000 | $284K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.0% | 33,841 | $283K |
| Pathstone Holdings, LLC | 0.00% | Add +57.5% | 33,089 | $277K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -1.9% | 29,922 | $253K |
| EP Wealth Advisors, LLC | 0.00% | — | 28,732 | $240K |
| Buska Wealth Management, LLC | 0.09% | Add +1.1% | 28,633 | $239K |
| Ameriflex Group, Inc. | 0.12% | Reduce -56.7% | 28,000 | $234K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.9% | 26,634 | $223K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.1% | 25,432 | $211K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -6.9% | 24,909 | $208K |
| HF Advisory Group, LLC | 0.07% | Add +3.6% | 23,575 | $197K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 21,400 | $179K |
| Mariner, LLC | 0.00% | Add +52.5% | 20,890 | $175K |
| Pasadena Private Wealth, LLC | 0.02% | Add +44.9% | 20,457 | $171K |
| Firethorn Wealth Partners, LLC | 0.06% | Add +10.3% | 19,762 | $165K |
| World Investment Advisors | 0.00% | New | 19,654 | $164K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.8% | 19,615 | $164K |
| Becker Capital Management Inc. | 0.00% | Add +10.4% | 19,471 | $163K |
| Meridian Wealth Management, LLC | 0.01% | Add +27.3% | 19,459 | $163K |
| Summit Financial, LLC | 0.00% | Reduce -10.8% | 19,427 | $162K |
| Evolution Wealth Management Inc. | 0.13% | No change | 19,425 | $162K |
| Lanark Financial, Inc. | 0.01% | No change | 18,455 | $154K |
| Integrity Alliance, Llc. | 0.01% | Reduce -11.6% | 17,642 | $147K |
| UBS Group AG | 0.00% | Reduce -24.6% | 17,634 | $147K |
| Wedbush Securities Inc. | 0.00% | No change | 17,150 | $143K |
| Vantage Financial Partners, LLC | 0.03% | Reduce -20.4% | 16,927 | $142K |
| NewEdge Advisors, LLC | 0.00% | Add +33.4% | 16,919 | $141K |
| Capital CS Group, LLC | 0.22% | Add +1.6% | 16,539 | $138K |
| A4 Wealth Advisors LLC | 0.12% | Reduce -42.4% | 15,972 | $134K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.1% | 15,916 | $133K |
| Corient Private Wealth LP | 0.00% | New | 15,177 | $127K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,000 | $125K |
| DAVENPORT & Co LLC | 0.00% | No change | 12,773 | $107K |
| Mosaic Family Wealth Partners, LLC | 0.01% | Add +5.5% | 12,516 | $105K |
| NWF Advisory Services Inc. | 0.01% | New | 12,500 | $105K |
| Larson Financial Group LLC | 0.00% | Add +4.3% | 12,077 | $101K |
| Allworth Financial LP | 0.00% | Reduce -17.7% | 11,910 | $100K |
| Redhawk Wealth Advisors, Inc. | 0.01% | Reduce -52.0% | 11,892 | $99K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 11,204 | $94K |
| OneDigital Investment Advisors LLC | 0.00% | Add +4.9% | 10,760 | $90K |
| Money Concepts Capital Corp. | 0.01% | Reduce -33.3% | 10,601 | $89K |
| Focus Partners Wealth | 0.00% | New | 10,189 | $85K |
| Millennium Management | 0.00% | Reduce -61.7% | 10,171 | $85K |
| Marshall Financial Group, LLC | 0.02% | No change | 10,000 | $84K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 10,000 | $84K |
| Valmark Advisers, Inc. | 0.00% | No change | 10,000 | $84K |
| Assetmark, Inc. | 0.00% | Add +303.9% | 7,960 | $67K |
| Anfield Capital Management, LLC | 0.02% | No change | 6,528 | $55K |
| US Bancorp \de | 0.00% | No change | 6,505 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.8% | 5,804 | $49K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 5,500 | $46K |
| Sound Income Strategies, LLC | 0.00% | No change | 4,864 | $41K |
"% of holder's portfolio" is CLM's weight in each manager's 13F, not the share of Cornerstone Strategic Invest the manager owns.