IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cornerstone Strategic Invest (CLM)

CUSIP: 21924B302 | US | Financial Services · Asset Management | Mid Cap | 371 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Warberg Asset Management LLC2,174,887
1.8% of portfolio›$13.9M
Cambridge Investment Research Advisors, Inc.1,031,838
0.0% of portfolio›$6.6M
Commonwealth Equity Services, LLC310,281
0.0% of portfolio›$2.0M
Creative Planning240,286
0.0% of portfolio›$1.5M
J.W. Cole Advisors, Inc.205,642
0.0% of portfolio›$1.3M
StoneX Group Inc.198,840
0.0% of portfolio›$1.3M
Thrivent Financial for Lutherans164,939
0.0% of portfolio›$1.1M
Creative Financial Designs Inc148,828
0.0% of portfolio›$952.5K
Winebrenner Capital Management LLC135,754
0.6% of portfolio›$868.8K
Advisory Solutions Group, LLC122,369
0.2% of portfolio›$783.2K
Independent Financial Group, LLC109,942
0.0% of portfolio›$703.6K
Encompass More Asset Management89,893
0.1% of portfolio›$575.3K
Meridian Wealth Management, LLC83,653
0.0% of portfolio›$535.4K
Dynamic Advisor Solutions LLC54,680
0.0% of portfolio›$350.0K
Kestra Advisory Services, LLC53,457
0.0% of portfolio›$342.1K
SeaCrest Wealth Management, LLC50,322
0.0% of portfolio›$322.1K
Integrity Alliance, Llc.44,639
0.0% of portfolio›$285.7K
Firethorn Wealth Partners, LLC44,393
0.1% of portfolio›$284.1K
MGO One Seven LLC42,449
0.0% of portfolio›$271.7K
Prospera Financial Services Inc41,030
0.0% of portfolio›$246.2K
Chicago Partners Investment Group LLC38,849
0.0% of portfolio›$233.5K
Wealth Enhancement Advisory Services, LLC31,804
0.0% of portfolio›$205.5K
Concurrent Investment Advisors, LLC29,513
0.0% of portfolio›$188.9K
Koshinski Asset Management, Inc.28,497
0.0% of portfolio›$182.4K
HF Advisory Group, LLC26,642
0.1% of portfolio›$170.5K
Kestra Private Wealth Services, LLC25,877
0.0% of portfolio›$165.6K
Lanark Financial, Inc.25,205
0.0% of portfolio›$161.3K
Bison Wealth, LLC23,615
0.0% of portfolio›$156.1K
Capital CS Group, LLC17,823
0.1% of portfolio›$114.1K
CoreCap Advisors, LLC17,392
0.0% of portfolio›$111.3K
Vise Technologies, Inc.16,188
0.0% of portfolio›$103.6K
Accurate Wealth Management, LLC16,188
0.0% of portfolio›$107.2K
Private Trust Co NA14,514
0.0% of portfolio›$92.9K
Bluedoor Private Wealth, LLC14,053
0.0% of portfolio›$89.9K
A4 Wealth Advisors LLC14,022
0.1% of portfolio›$89.7K
Larson Financial Group LLC13,831
0.0% of portfolio›$88.5K
Redhawk Wealth Advisors, Inc.13,773
0.0% of portfolio›$88.1K
Davenport & Co LLC12,773
0.0% of portfolio›$81.7K
Oppenheimer & Co Inc12,000
0.0% of portfolio›$76.8K
Harbor Investment Advisory, LLC11,204
0.0% of portfolio›$71.7K
B. Riley Wealth Advisors, Inc.10,850
0.0% of portfolio›$69.4K
Taylor Securities Services, Inc.10,555
0.0% of portfolio›$67.5K
Smith Chas P & Associates PA Cpas10,000
0.0% of portfolio›$61.8K
Farther Finance Advisors, LLC5,379
0.0% of portfolio›$34.4K
Ascentis Independent Advisors3,610
0.0% of portfolio›$23.1K
Tsfg, LLC3,025
0.0% of portfolio›$19
Assetmark, Inc2,123
0.0% of portfolio›$13.6K
Spire Wealth Management1,863
0.0% of portfolio›$11.9K
Godsey & Gibb, Inc1,000
0.0% of portfolio›$6.4K
Duncker Streett & Co Inc1,000
0.0% of portfolio›$6.4K
Highline Wealth Partners LLC400
0.0% of portfolio›$2.6K
First Horizon Corp200
0.0% of portfolio›$1.3K
First Command Advisory Services, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Warberg Asset Management LLC
2,174,887$13.9M1.8%YieldHighWinnetka, IL2026-11-02
Cambridge Investment Research Advisors, Inc.
1,031,838$6.6M0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
310,281$2.0M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
240,286$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
J.W. Cole Advisors, Inc.
205,642$1.3M0.0%IndexLowTampa, FL2026-11-05
StoneX Group Inc.
198,840$1.3M0.0%ETFMediumNew York, NY2026-11-03
Thrivent Financial for Lutherans
164,939$1.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Creative Financial Designs Inc
148,828$952.5K0.0%ETFMediumKokomo, IN2026-11-04
Winebrenner Capital Management LLC
135,754$868.8K0.6%ETFLowLouisville, KY2026-10-07
Advisory Solutions Group, LLC
122,369$783.2K0.2%ETFN/APlymouth, MN2026-10-14
Independent Financial Group, LLC
109,942$703.6K0.0%GrowthLowSan Diego, CA2026-10-13
Encompass More Asset Management
89,893$575.3K0.1%ETFHighDanville, CA2026-10-16
Meridian Wealth Management, LLC
83,653$535.4K0.0%GrowthLowLexington, KY2026-11-05
Dynamic Advisor Solutions LLC
54,680$350.0K0.0%ETFLowPhoenix, AZ2026-10-13
Kestra Advisory Services, LLC
53,457$342.1K0.0%CoreLowAustin, TX2026-11-02
SeaCrest Wealth Management, LLC
50,322$322.1K0.0%GrowthLowPurchase, NY2026-10-21
Integrity Alliance, Llc.
44,639$285.7K0.0%ETFMediumUrbandale, IA2026-10-29
Firethorn Wealth Partners, LLC
44,393$284.1K0.1%ETFLowAugusta, GA2026-10-14
MGO One Seven LLC
42,449$271.7K0.0%GrowthLowBeachwood, OH2026-10-28
Prospera Financial Services Inc
41,030$246.2K0.0%CoreMediumDallas, TX2026-11-04
Chicago Partners Investment Group LLC
38,849$233.5K0.0%GARPLowChicago, IL2026-10-27
Wealth Enhancement Advisory Services, LLC
31,804$205.5K0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
29,513$188.9K0.0%GrowthMediumTampa, FL2026-10-16
Koshinski Asset Management, Inc.
28,497$182.4K0.0%ETFLowDecatur, IL2026-10-29
HF Advisory Group, LLC
26,642$170.5K0.1%ValueLowAnnapolis, MD2026-10-09
Kestra Private Wealth Services, LLC
25,877$165.6K0.0%GrowthLowAustin, TX2026-10-30
Lanark Financial, Inc.
25,205$161.3K0.0%CoreMediumBirmingham, AL2026-10-26
Bison Wealth, LLC
23,615$156.1K0.0%GrowthMediumAtlanta, GA2026-10-13
Capital CS Group, LLC
17,823$114.1K0.1%YieldMediumIrvine, CA2026-10-29
CoreCap Advisors, LLC
17,392$111.3K0.0%ETFMediumSouthfield, MI2026-10-08
Vise Technologies, Inc.
16,188$103.6K0.0%IndexLowNew York, NY2026-10-29
Accurate Wealth Management, LLC
16,188$107.2K0.0%CoreMediumWesley Chapel, FL2026-10-20
Private Trust Co NA
14,514$92.9K0.0%CoreLowCleveland, OH2026-10-20
Bluedoor Private Wealth, LLC
14,053$89.9K0.0%CoreLowBeverly, MA2026-11-05
A4 Wealth Advisors LLC
14,022$89.7K0.1%ETFHighHuntersville, NC2026-10-20
Larson Financial Group LLC
13,831$88.5K0.0%GrowthLowSt Louis, MO2026-11-05
Redhawk Wealth Advisors, Inc.
13,773$88.1K0.0%ETFHighMinneapolis, MN2026-10-14
Davenport & Co LLC
12,773$81.7K0.0%CoreMediumRichmond, VA2026-10-14
Oppenheimer & Co Inc
12,000$76.8K0.0%CoreLowNew York, NY2026-10-26
Harbor Investment Advisory, LLC
11,204$71.7K0.0%GrowthLowLutherville, MD2026-10-13
B. Riley Wealth Advisors, Inc.
10,850$69.4K0.0%GrowthLowMemphis, TN2026-10-13
Taylor Securities Services, Inc.
10,555$67.5K0.0%ETFLowHarrisburg, PA2026-10-20
Smith Chas P & Associates PA Cpas
10,000$61.8K0.0%CoreVery LowLakeland, FL2026-10-22
Farther Finance Advisors, LLC
5,379$34.4K0.0%IndexLowSan Francisco, CA2026-10-08
Ascentis Independent Advisors
3,610$23.1K0.0%ETFLowDallas, TX2026-11-03
Tsfg, LLC
3,025$190.0%ETFLowLake Forest, IL2026-10-23
Assetmark, Inc
2,123$13.6K0.0%ETFLowConcord, CA2026-10-21
Spire Wealth Management
1,863$11.9K0.0%GrowthMediumMclean, VA2026-10-30
Godsey & Gibb, Inc
1,000$6.4K0.0%CoreLowRichmond, VA2026-10-14
Duncker Streett & Co Inc
1,000$6.4K0.0%GrowthLowSt. Louis, MO2026-10-27
Highline Wealth Partners LLC
400$2.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
First Horizon Corp
200$1.3K0.0%CoreLowMemphis, TN2026-10-26
First Command Advisory Services, Inc.
0$00.0%IndexLowFort Worth, TX2026-11-05