CLM

Cornerstone Strategic InvestETF$7.46 0.67%
UnclassifiedUSCUSIP 21924B302· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
112
+7 QoQ
13F Value (tracked)
$283.7M
13F Moves · latest Q
30 added
10 trimmed
Recent Filings
11

Price & smart-money activity

$7.46 0.67%5Y -35.2%
$5.57$7.96$10.34$12.73$15.12202120222023202420252026435101729916515812109711913617712111416161521102251222202716112
Hover for who · click for detailEnd-of-day closing prices52w $6.94 – $8.51

Who owns CLM?

112 tracked 13F filers

112 tracked 13F filers disclose a position in CLM as of the latest SEC 13F filings, a combined $283.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Alpine Global Management, LLC
$49.6M
6.8M
+498%
Added · +5.7M sh
Q1 2026
2BOOTHBAY FUND MANAGEMENT, LLC
$49.1M
6.7M
+425%
Added · +5.5M sh
Q1 2026
3PFG Investments, LLC
$30.0M
4.1M
+38%
Added · +1.1M sh
Q1 2026
4Quarry LP
$25.4M
3.5M
+182%
Added · +2.3M sh
Q1 2026
5OSAIC HOLDINGS, INC.
$23.7M
3.2M
−3.6%
Reduced · −122K sh
Q1 2026
6Sculptor Capital LP
$22.9M
3.1M
+5.9%
Added · +176K sh
Q1 2026
7LPL Financial LLC
$17.6M
2.4M
+34%
Added · +619K sh
Q1 2026
8Cetera Investment Advisers
$9.9M
1.4M
+13%
Added · +155K sh
Q1 2026
9Cable Car Capital, LP
$9.7M
1.2M
+89%
Added · +588K sh
Q1 2026
10MORGAN STANLEY
$4.8M
655K
+17%
Added · +96K sh
Q1 2026
11Perennial Investment Advisors, LLC
$3.5M
476K
+2.2%
Added · +10K sh
Q1 2026
12Almitas Capital LLC
$3.2M
442K
New
+442K sh
Q1 2026
13RAYMOND JAMES FINANCIAL INC
$2.7M
377K
+2.6%
Added · +10K sh
Q1 2026
14Stratos Wealth Partners, LTD.
$2.5M
343K
−45%
Reduced · −284K sh
Q1 2026
15COMMONWEALTH EQUITY SERVICES, LLC
$2.1M
294K
+3.5%
Added · +10K sh
Q1 2026
16J.W. COLE ADVISORS, INC.
$1.6M
211K
Added
Added · +211K sh
Q2 2026
17Creative Planning
$1.5M
203K
+14%
Added · +25K sh
Q1 2026
18Baird Financial Group, Inc.
$1.2M
160K
−0.5%
Reduced · −747 sh
Q1 2026
19WINEBRENNER CAPITAL MANAGEMENT LLC
$1.2M
158K
+0.1%
Added · +200 sh
Q2 2026
20StoneX Group Inc.
$1.1M
155K
+8.5%
Added · +12K sh
Q1 2026
21Kovack Advisors, Inc.
$1.1M
144K
−32%
Reduced · −67K sh
Q1 2026
22INDEPENDENT FINANCIAL GROUP, LLC
$846K
112K
New
+112K sh
Q2 2026
23Aptus Capital Advisors, LLC
$791K
109K
−46%
Reduced · −93K sh
Q1 2026
24Savvy Advisors, Inc.
$783K
107K
−1.2%
Reduced · −1K sh
Q1 2026
25SUSQUEHANNA INTERNATIONAL GROUP, LLP
$726K
100K
+13%
Added · +12K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CLM being bought or sold by institutions?

Last quarter, 11 funds opened a new position in CLM and 19 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
11
funds
Added
19
funds
Reduced
10
funds
Exited
0
funds

Funds that own CLM also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA45 funds$14.7B
MICROSOFT CORPMSFT45 funds$12.4B
BROADCOM INCAVGO45 funds$6.0B
JPMORGAN CHASE & COJPM45 funds$5.4B
META PLATFORMS INC-CLASS AMETA45 funds$5.0B
ALPHABET INC-CL CGOOG45 funds$4.8B
ELI LILLY & COLLY45 funds$3.4B
JOHNSON & JOHNSONJNJ45 funds$3.2B
WALMART INCWMT45 funds$3.1B
VISA INC-CLASS A SHARESV45 funds$3.0B
TESLA INCTSLA45 funds$3.0B
EXXON MOBIL CORPXOM45 funds$3.0B

Ranked by how many of CLM's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

107 funds+33 since Q3 2024
054107Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $280.3M

Recent filings

11 shown

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Ask your agent what changed in CLM

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CLM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CLM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CLM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.