Cornerstone Strategic Investment Fund, Inc. (CLM) — Institutional Holders, Q2 2026 (page 2)
147 institutional investment managers reported a CLM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $339.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 147. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CLM 13F holders ranked 101–147 of 147
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | DAVENPORT#101 · 12,773 sh | 12,773 | $96.6K | — | 0.0% |
| 102 | RMR Wealth Builders#102 · 12,560 sh | 12,560 | $95.0K | — | New |
| 103 | Allworth Financial#103 · 11,910 sh | 11,910 | $90.0K | <0.01% | 0.0% |
| 104 | Evergreen Wealth Partners#104 · 11,531 sh | 11,531 | $87.2K | 0.05% | 0.0% |
| 105 | Corient Private Wealth#105 · 11,424 sh | 11,424 | $86.4K | <0.01% | -22.5% |
| 106 | HARBOR INVESTMENT ADVISORY#106 · 11,204 sh | 11,204 | $84.7K | — | 0.0% |
| 107 | Kingsview Wealth Management#107 · 11,128 sh | 11,128 | $84.1K | <0.01% | -52.3% |
| 108 | OneDigital Investment Advisors#108 · 10,760 sh | 10,760 | $81.3K | <0.01% | 0.0% |
| 109 | Taylor Securities Services#109 · 10,487 sh | 10,487 | $79.3K | — | New |
| 110 | Lido Advisors#110 · 10,482 sh | 10,482 | $79.2K | <0.01% | New |
| 111 | EVERETT HARRIS#111 · 10,205 sh | 10,205 | $77.1K | <0.01% | New |
| 112 | Valmark Advisers#112 · 10,016 sh | 10,016 | $75.7K | <0.01% | 0.0% |
| 113 | Highland Investment Advisors#113 · 8,161 sh | 8,161 | $61.7K | 0.03% | — |
| 114 | COMPASS FINANCIAL MANAGEMENT#114 · 6,960 sh | 6,960 | $52.0K | <0.01% | — |
| 115 | US BANCORP \DE\#115 · 6,500 sh | 6,500 | $49.1K | <0.01% | -0.1% |
| 116 | Union Bankshares#116 · 5,500 sh | 5,500 | $41.6K | <0.01% | 0.0% |
| 117 | Corsicana#117 · 3,700 sh | 3,700 | $28.0K | 0.01% | New |
| 118 | Fortis Group Advisors#118 · 3,630 sh | 3,630 | $27.4K | <0.01% | +6.0% |
| 119 | JPMORGAN CHASE#119 · 3,387 sh | 3,387 | $25.2K | 0.00% | -84.1% |
| 120 | LifeSteps Financial#120 · 3,000 sh | 3,000 | $22.7K | — | New |
| 121 | TSFG#121 · 2,856 sh | 2,856 | $22.0K | — | +6.0% |
| 122 | Farther Finance Advisors#122 · 2,686 sh | 2,686 | $20.3K | — | -53.7% |
| 123 | SHP Wealth Management#123 · 2,500 sh | 2,500 | $18.9K | <0.01% | New |
| 124 | Aventura Private Wealth#124 · 2,500 sh | 2,500 | $18.9K | <0.01% | 0.0% |
| 125 | SRS Capital Advisors#125 · 1,923 sh | 1,923 | $14.5K | <0.01% | New |
| 126 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#126 · 1,908 sh | 1,908 | $14.4K | 0.00% | -66.1% |
| 127 | Spire Wealth Management#127 · 1,759 sh | 1,759 | $13.3K | <0.01% | -51.9% |
| 128 | ASSETMARK#128 · 1,256 sh | 1,256 | $9.5K | — | -58.3% |
| 129 | PNC FINANCIAL SERVICES GROUP#129 · 1,250 sh | 1,250 | $9.4K | 0.00% | 0.0% |
| 130 | HANTZ FINANCIAL SERVICES#130 · 1,164 sh | 1,164 | $9.0K | <0.01% | New |
| 131 | Thomas J. Herzfeld Advisors#131 · 1,187 sh | 1,187 | $9.0K | <0.01% | +6.0% |
| 132 | DUNCKER STREETT#132 · 1,000 sh | 1,000 | $7.6K | <0.01% | 0.0% |
| 133 | Avalon#133 · 1,000 sh | 1,000 | $7.6K | <0.01% | 0.0% |
| 134 | GODSEY & GIBB#134 · 1,000 sh | 1,000 | $7.6K | — | 0.0% |
| 135 | GoalVest Advisory#135 · 928 sh | 928 | $7.0K | — | 0.0% |
| 136 | Roble, Belko & Company#136 · 898 sh | 898 | $7.0K | <0.01% | 0.0% |
| 137 | ALBION FINANCIAL GROUP#137 · 530 sh | 530 | $4.0K | — | New |
| 138 | HARBOUR INVESTMENTS#138 · 407 sh | 407 | $3.1K | 0.00% | -47.8% |
| 139 | HIGHLINE WEALTH PARTNERS#139 · 400 sh | 400 | $3.0K | — | 0.0% |
| 140 | Tower Research Capital (TRC)#140 · 232 sh | 232 | $1.8K | 0.00% | -83.2% |
| 141 | WELLS FARGO & COMPANY#141 · 204 sh | 204 | $1.5K | 0.00% | +5000.0% |
| 142 | FIRST HORIZON NATIONAL#142 · 200 sh | 200 | $1.5K | — | New |
| 143 | GILL CAPITAL PARTNERS#143 · 58 sh | 58 | $438.00 | — | +100.0% |
| 144 | Walsh & Associates#144 · 11 sh | 11 | $83.00 | <0.01% | 0.0% |
| 145 | Steward Partners Investment Advisory#145 · 1 sh | 1 | $4.00 | 0.00% | 0.0% |
| 146 | First Command Advisory Services#146 · 0 sh | 0 | $0.00 | 0.00% | New |
| 147 | New England Capital Financial Advisors#147 · 1,358 sh | 1,358 | $0.00 | 0.00% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.