CORNERSTONE STRATEGIC VALUE (CLM) Institutional Shareholders

CORNERSTONE STRATEGIC VALUE (CLM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $304.25M in CLM holdings during the latest filing period.

Alpine Global Management, Llc is currently the largest disclosed institutional shareholder of CLM tracked by InsiderSet, reporting ownership valued at approximately $49.61M in its March 31, 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 $50.70M, representing an estimated gain of +2.20% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 82% 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

145

Total Reported Value

$304.25M

Largest Holder

Alpine Global Management, Llc

Largest Position

$49.61M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

161

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alpine Global Management, Llc7.54%6,814,332$49,608,340$50,698,630+$1,090,290+2.20%
Boothbay Fund Management, Llc1.13%6,744,553$49,100,347$50,179,474+$1,079,127+2.20%
Pfg Investments, Llc1.32%4,492,919$33,966,471$33,427,317-$539,154-1.59%
Quarry Lp5.12%3,489,264$25,401,842$25,960,124+$558,282+2.20%
Osaic Holdings, Inc.0.03%3,249,013$23,652,643$24,172,657+$520,014+2.20%
Sculptor Capital Lp0.26%3,143,589$22,885,328$23,388,302+$502,974+2.20%
Lpl Financial Llc0.00%2,421,530$17,628,736$18,016,183+$387,447+2.20%
Cetera Investment Advisers0.01%1,355,378$9,867,149$10,084,012+$216,863+2.20%
Cable Car Capital, Lp3.37%1,249,999$9,749,991$9,299,993-$449,998-4.62%
Warberg Asset Management Llc2.21%1,041,935$7,585,290$7,751,996+$166,706+2.20%
Morgan Stanley0.00%654,939$4,767,958$4,872,746+$104,788+2.20%
Perennial Investment Advisors, Llc0.28%475,766$3,463,570$3,539,699+$76,129+2.20%
Wj Financial Advisors Llc2.62%444,915$3,238,978$3,310,168+$71,190+2.20%
Almitas Capital Llc0.73%442,014$3,217,862$3,288,584+$70,722+2.20%
Raymond James Financial Inc0.00%377,080$2,745,144$2,805,475+$60,331+2.20%
Stratos Wealth Partners, Ltd.0.03%342,511$2,493,487$2,548,282+$54,795+2.20%
Commonwealth Equity Services, Llc0.00%319,209$2,413,217$2,374,915-$38,302-1.59%
Yakira Capital Management, Inc.0.65%306,712$2,232,863$2,281,937+$49,074+2.20%
Kovack Advisors, Inc.0.08%233,414$1,759,409$1,736,600-$22,809-1.30%
J.W. Cole Advisors, Inc.0.03%211,424$1,598,362$1,572,995-$25,367-1.59%
Creative Planning0.00%202,929$1,477,323$1,509,792+$32,469+2.20%
Winebrenner Capital Management Llc0.73%158,000$1,194,482$1,175,520-$18,962-1.59%
Baird Financial Group, Inc.0.00%159,613$1,161,983$1,187,521+$25,538+2.20%
Stonex Group Inc.0.06%155,124$1,129,305$1,154,123+$24,818+2.20%
Creative Financial Designs Inc0.05%132,993$1,005,425$989,468-$15,957-1.59%
Independent Financial Group, Llc0.02%111,901$845,975$832,543-$13,432-1.59%
Aptus Capital Advisors, Llc0.01%108,687$791,242$808,631+$17,389+2.20%
Savvy Advisors, Inc.0.02%107,490$782,527$799,726+$17,199+2.20%
Susquehanna International Group, Llp0.00%99,683$725,692$741,642+$15,950+2.20%
Encompass More Asset Management0.10%89,506$676,671$665,925-$10,746-1.59%
Jane Street Group, Llc0.00%91,952$669,410$684,123+$14,713+2.20%
Focus Partners Wealth0.00%90,867$661,518$676,050+$14,532+2.20%
Mirador Capital Partners Lp0.07%78,738$595,259$585,811-$9,448-1.59%
Benjamin Edwards Inc0.01%74,406$562,500$553,581-$8,919-1.59%
Creativeone Wealth, Llc0.01%76,814$559,204$571,496+$12,292+2.20%
Hightower Advisors, Llc0.00%65,917$479,876$490,422+$10,546+2.20%
Private Advisor Group, Llc0.00%62,116$469,595$462,143-$7,452-1.59%
Corecap Advisors, Llc0.01%59,850$452,464$445,284-$7,180-1.59%
Garden State Investment Advisory Services Llc0.10%57,260$416,982$426,014+$9,032+2.17%
Prospera Financial Services Inc0.01%54,917$415,186$408,582-$6,604-1.59%
Dynamic Advisor Solutions Llc0.01%54,125$409,187$402,690-$6,497-1.59%
Kestra Advisory Services, Llc0.00%51,892$392,306$386,076-$6,230-1.59%
Ae Wealth Management Llc0.00%53,167$387,058$395,562+$8,504+2.20%
Gladstone Institutional Advisory Llc0.01%49,081$371,052$365,163-$5,889-1.59%
Envestnet Asset Management Inc0.00%50,783$369,698$377,826+$8,128+2.20%
Stifel Financial Corp0.00%50,734$369,343$377,461+$8,118+2.20%
Toronto Dominion Bank0.00%50,200$365,456$373,488+$8,032+2.20%
Firethorn Wealth Partners, Llc0.10%42,157$318,708$313,648-$5,060-1.59%
Blackrock, Inc.0.00%41,258$300,358$306,960+$6,602+2.20%
Seacrest Wealth Management, Llc0.03%39,161$296,057$291,358-$4,699-1.59%

Frequently asked questions about CLM

  • Who owns the most CLM stock?

    The largest holders of CLM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CORNERSTONE STRATEGIC VALUE (CLM).

  • Is CLM widely held by superinvestors?

    Many widely followed stocks like CLM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CLM is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.