CLM — Cornerstone Strategic Invest Institutional Holders · Q3 2026
Who owns Cornerstone Strategic Invest (CLM)? 7 institutions reported holding $1.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Winebrenner Capital Management LLC ($868,827), HF Advisory Group, LLC ($170,507), CoreCap Advisors, LLC ($111,309).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WINEBRENNER CAPITAL MANAGEMENT LLC | $868,827 | 135,754 | Trimmed |
| 2 | HF Advisory Group, LLC | $170,507 | 26,642 | Added |
| 3 | CoreCap Advisors, LLC | $111,309 | 17,392 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $34,422 | 5,379 | Added |
| 5 | Mirador Capital Partners LP | $0 | 0 | Exited |
| 6 | GoalVest Advisory LLC | $0 | 0 | Exited |
| 7 | Buska Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30