CLM Institutional Ownership & Shareholders
CORNERSTONE STRATEGIC VALUE (CLM) is currently held by 136 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $326.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alpine Global Management, Llc is currently the largest disclosed institutional shareholder of CLM tracked by InsiderSet, reporting ownership valued at approximately $51.66M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $41.00M, representing an estimated loss of -20.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed CLM value among the investors covered in this analysis. Major shareholders include Alpine Global Management, Llc, Boothbay Fund Management, Llc, Pfg Investments, Llc, and several other long-term asset managers with concentrated positions in CORNERSTONE STRATEGIC VALUE (CLM).
This page ranks the largest institutional CLM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
136
Total Reported Value
$326.83M
Largest Holder
Alpine Global Management, Llc
Largest Position
$51.66M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alpine Global Management, Llc | 8.48% | 6,833,682 | $51,662,632 | $41,002,092 | -$10,660,540 | -20.63% | |
| Boothbay Fund Management, Llc | 0.95% | 6,736,737 | $50,929,733 | $40,420,422 | -$10,509,311 | -20.63% | |
| Pfg Investments, Llc | 1.32% | 4,492,919 | $33,966,471 | $26,957,514 | -$7,008,957 | -20.63% | |
| Quarry Lp | 4.15% | 3,476,236 | $26,280,345 | $20,857,416 | -$5,422,929 | -20.63% | |
| Sculptor Capital Lp | 0.26% | 3,325,694 | $25,142,245 | $19,954,164 | -$5,188,081 | -20.63% | |
| Osaic Holdings, Inc. | 0.03% | 3,016,078 | $22,801,408 | $18,096,468 | -$4,704,940 | -20.63% | |
| Lpl Financial Llc | 0.00% | 2,586,106 | $19,550,958 | $15,516,636 | -$4,034,322 | -20.63% | |
| Warberg Asset Management Llc | 3.13% | 2,174,887 | $13,919,275 | $13,049,322 | -$869,953 | -6.25% | |
| Cetera Investment Advisers | 0.01% | 1,558,231 | $11,780,225 | $9,349,386 | -$2,430,839 | -20.63% | |
| Cable Car Capital, Lp | 0.21% | 1,274,106 | $9,632,245 | $7,644,636 | -$1,987,609 | -20.63% | |
| Almitas Capital Llc | 1.20% | 661,789 | $5,003,125 | $3,970,734 | -$1,032,391 | -20.63% | |
| Cohen & Steers, Inc. | 0.01% | 629,931 | $4,762,000 | $3,779,586 | -$982,414 | -20.63% | |
| Morgan Stanley | 0.00% | 560,243 | $4,235,441 | $3,361,458 | -$873,983 | -20.63% | |
| Wj Financial Advisors Llc | 2.80% | 503,994 | $3,810,193 | $3,023,964 | -$786,229 | -20.63% | |
| Perennial Investment Advisors, Llc | 0.24% | 484,530 | $3,663,047 | $2,907,180 | -$755,867 | -20.63% | |
| Raymond James Financial Inc | 0.00% | 388,773 | $2,939,127 | $2,332,638 | -$606,489 | -20.64% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 333,993 | $2,524,989 | $2,003,958 | -$521,031 | -20.63% | |
| Yakira Capital Management, Inc. | 0.69% | 311,396 | $2,354,154 | $1,868,376 | -$485,778 | -20.63% | |
| Commonwealth Equity Services, Llc | 0.00% | 310,281 | $1,985,800 | $1,861,686 | -$124,114 | -6.25% | |
| Kovack Advisors, Inc. | 0.08% | 233,414 | $1,759,409 | $1,400,484 | -$358,925 | -20.40% | |
| J.W. Cole Advisors, Inc. | 0.03% | 211,424 | $1,598,362 | $1,268,544 | -$329,818 | -20.63% | |
| Creative Planning | 0.00% | 240,286 | $1,537,828 | $1,441,716 | -$96,112 | -6.25% | |
| Baird Financial Group, Inc. | 0.00% | 178,155 | $1,346,852 | $1,068,930 | -$277,922 | -20.63% | |
| Stonex Group Inc. | 0.05% | 151,920 | $1,148,538 | $911,520 | -$237,018 | -20.64% | |
| Thrivent Financial For Lutherans | 0.00% | 145,939 | $1,103,000 | $875,634 | -$227,366 | -20.61% | |
| Creative Financial Designs Inc | 0.05% | 132,993 | $1,005,425 | $797,958 | -$207,467 | -20.63% | |
| Winebrenner Capital Management Llc | 0.56% | 135,754 | $868,827 | $814,524 | -$54,303 | -6.25% | |
| Aptus Capital Advisors, Llc | 0.01% | 110,719 | $837,032 | $664,314 | -$172,718 | -20.63% | |
| Marex Group Plc | 0.01% | 109,968 | $831,358 | $659,808 | -$171,550 | -20.63% | |
| Savvy Advisors, Inc. | 0.02% | 107,590 | $813,380 | $645,540 | -$167,840 | -20.63% | |
| Independent Financial Group, Llc | 0.01% | 109,942 | $703,627 | $659,652 | -$43,975 | -6.25% | |
| Xtx Topco Ltd | 0.01% | 88,603 | $669,839 | $531,618 | -$138,221 | -20.63% | |
| Focus Partners Wealth | 0.00% | 83,516 | $631,386 | $501,096 | -$130,290 | -20.64% | |
| Creativeone Wealth, Llc | 0.01% | 79,026 | $597,437 | $474,156 | -$123,281 | -20.63% | |
| Encompass More Asset Management | 0.08% | 89,893 | $575,315 | $539,358 | -$35,957 | -6.25% | |
| Benjamin Edwards Inc | 0.01% | 74,406 | $562,500 | $446,436 | -$116,064 | -20.63% | |
| Garden State Investment Advisory Services Llc | 0.10% | 65,260 | $493,385 | $391,560 | -$101,825 | -20.64% | |
| Private Advisor Group, Llc | 0.00% | 62,116 | $469,595 | $372,696 | -$96,899 | -20.63% | |
| Envestnet Asset Management Inc | 0.00% | 59,467 | $449,569 | $356,802 | -$92,767 | -20.63% | |
| Stifel Financial Corp | 0.00% | 58,350 | $441,126 | $350,100 | -$91,026 | -20.63% | |
| Prospera Financial Services Inc | 0.01% | 54,917 | $415,186 | $329,502 | -$85,684 | -20.64% | |
| Toronto Dominion Bank | 0.00% | 50,000 | $378,000 | $300,000 | -$78,000 | -20.63% | |
| Gladstone Institutional Advisory Llc | 0.01% | 49,081 | $371,052 | $294,486 | -$76,566 | -20.63% | |
| Dynamic Advisor Solutions Llc | 0.01% | 54,680 | $349,953 | $328,080 | -$21,873 | -6.25% | |
| Kestra Advisory Services, Llc | 0.00% | 53,457 | $342,122 | $320,742 | -$21,380 | -6.25% | |
| Oneascent Family Office, Llc | 0.17% | 44,268 | $334,666 | $265,608 | -$69,058 | -20.63% | |
| Seacrest Wealth Management, Llc | 0.04% | 50,322 | $322,061 | $301,932 | -$20,129 | -6.25% | |
| Blackrock, Inc. | 0.00% | 41,258 | $311,910 | $247,548 | -$64,362 | -20.63% | |
| Integrity Alliance, Llc. | 0.01% | 44,639 | $285,694 | $267,834 | -$17,860 | -6.25% | |
| Firethorn Wealth Partners, Llc | 0.09% | 44,393 | $284,117 | $266,358 | -$17,759 | -6.25% |
Frequently asked questions about CLM
Who are the largest institutional holders of CLM?
The largest institutional holders of CLM reported in the latest SEC Form 13F filings include Alpine Global Management, Llc, Boothbay Fund Management, Llc, Pfg Investments, Llc, Quarry Lp, and Sculptor Capital Lp. InsiderSet ranks institutional holders by their latest reported CLM position.
What is CLM institutional ownership?
This page tracks CLM positions reported by institutional investment managers through SEC Form 13F. CORNERSTONE STRATEGIC VALUE (CLM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CLM?
InsiderSet currently tracks 136 institutional managers reporting CLM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CLM shareholders.
How much CLM stock do institutions own?
Institutional investment managers disclosed approximately $326.83M in CLM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CLM institutional ownership last updated?
The latest CLM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CLM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CLM position after the reporting date.
Are institutions buying or selling CLM?
Institutional buying and selling can be analyzed by comparing CLM positions across consecutive 13F reporting periods. InsiderSet's CLM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CLM ownership changes.
How has CLM institutional ownership changed over time?
InsiderSet tracks CLM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.