DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

CLM

CORNERSTONE STRATEGIC VALUE

147 institutions still hold CORNERSTONE STRATEGIC VALUE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 21924b302·147 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 3.2%

vs prior quarter

13F value held

$272M

77.0% inst. owned

of float

Holders

147

-36 QoQ

filers reporting

Activity

+24 / −60

+892 added · −711 reduced

this quarter

Concentration

18.21%

Alpine Global Management, LLC #1

top holder share

AI Holders Summary · Q1 2026

147 institutions reported CLM in Q1 2026. Alpine Global Management, LLC leads at 18.2% of the visible book. -36 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Alpine Global Management, LLC

$50M6.8M7.43%Q1 2026 02

BOOTHBAY FUND MANAGEMENT, LLC

$49M6.7M0.64%Q1 2026 03

PFG Investments, LLC

$30M4.1M1.40%Q1 2026 04

$25M3.5M4.56%Q1 2026 05

OSAIC HOLDINGS, INC.

$24M3.2M0.03%Q1 2026 06

Sculptor Capital LP

$23M3.1M0.24%Q1 2026 07

LPL Financial LLC

$18M2.4M0.00%Q1 2026 08

Cetera Investment Advisers

$10M1.4M0.01%Q1 2026 09

Cable Car Capital, LP

$10M1.2M3.37%Q1 2026 10

Warberg Asset Management LLC

$8M1.0M1.26%Q1 2026 11

$5M655K0.00%Q1 2026 12

Perennial Investment Advisors, LLC

$3M476K0.28%Q1 2026 13

WJ Financial Advisors LLC

$3M445K2.62%Q1 2026 14

Almitas Capital LLC

$3M442K0.73%Q1 2026 15

RAYMOND JAMES FINANCIAL INC

$3M377K0.00%Q1 2026 16

Stratos Wealth Partners, LTD.

$2M343K0.03%Q1 2026 17

Yakira Capital Management, Inc.

$2M307K0.65%Q1 2026 18

COMMONWEALTH EQUITY SERVICES, LLC

$2M294K0.00%Q1 2026 19

Creative Planning

$1M203K0.00%Q1 2026 20

Baird Financial Group, Inc.

$1M160K0.00%Q1 2026

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