Who owns CERY (CERY)
Which tracked institutional funds hold CERY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CERY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CERY is one-sided between 2025-Q4 and 2026-Q1: 57 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CERY’s largest tracked holder by dollar value, STATE STREET CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CERY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CERY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 124 tracked filers holding CERY, 103 increased or opened the position and 24 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CERY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- JANE STREET GROUP, LLC$33M
- Cerity Partners LLC$14M
- AlTi Global, Inc.$3M
- Virtu Financial LLC$1M
- JOHNSON INVESTMENT COUNSEL INC$1M
- HighPoint Advisor Group LLC$1M
Full exits 1
- Austin Private Wealth, LLC$8M
Largest adds
- STATE STREET CORP$41M
- LPL Financial LLC$29M
- ENVESTNET ASSET MANAGEMENT INC$22M
- ASSETMARK, INC$12M
- CONTINUUM WEALTH ADVISORS, LLC$12M
- Envestnet Portfolio Solutions, Inc.$11M
Largest trims
- AXXCESS WEALTH MANAGEMENT, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STATE STREET CORP added | 5,703,326 | $201M | 31.9% | 2026-Q1 |
| LPL Financial LLC added | 1,616,210 | $57M | 9.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,384,260 | $49M | 7.7% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 1,188,939 | $42M | 6.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 928,330 | $33M | 5.2% | 2026-Q1 |
| ASSETMARK, INC added | 855,806 | $30M | 4.8% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 458,575 | $16M | 2.6% | 2026-Q1 |
| Cerity Partners LLC new | 385,475 | $14M | 2.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 353,223 | $12M | 2.0% | 2026-Q1 |
| Tidal Investments LLC added | 347,357 | $12M | 1.9% | 2026-Q1 |
| CONTINUUM WEALTH ADVISORS, LLC added | 343,353 | $12M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 230,072 | $8M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 208,842 | $7M | 1.2% | 2026-Q1 |
| Empowered Funds, LLC added | 205,521 | $7M | 1.2% | 2026-Q1 |
| Aspire Private Capital, LLC added | 202,721 | $7M | 1.1% | 2026-Q1 |
| Private Advisory Group LLC added | 178,406 | $6M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 163,315 | $6M | 0.9% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 152,561 | $5M | 0.9% | 2026-Q1 |
| Leo Wealth, LLC added | 127,061 | $4M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 123,787 | $4M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 118,818 | $4M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 113,925 | $4M | 0.6% | 2026-Q1 |
| International Private Wealth Advisors LLC added | 110,073 | $4M | 0.6% | 2026-Q1 |
| Raleigh Capital Management Inc. added | 109,527 | $4M | 0.6% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 109,311 | $4M | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 94,410 | $3M | 0.5% | 2026-Q1 |
| AE Wealth Management LLC added | 76,691 | $3M | 0.4% | 2026-Q1 |
| Sharkey, Howes & Javer added | 74,792 | $3M | 0.4% | 2026-Q1 |
| AlTi Global, Inc. new | 72,600 | $3M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 69,486 | $2M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 67,891 | $2M | 0.4% | 2026-Q1 |
| Capital Investment Management, Inc. added | 67,485 | $2M | 0.4% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 60,745 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 56,578 | $2M | 0.3% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 46,459 | $2M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 46,277 | $2M | 0.3% | 2026-Q1 |
| Simplicity Wealth,LLC added | 45,122 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 43,830 | $2M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 42,937 | $2M | 0.2% | 2026-Q1 |
| Virtu Financial LLC new | 41,465 | $1M | 0.2% | 2026-Q1 |
| Legacy Wealth Partners, LLC added | 41,034 | $1M | 0.2% | 2026-Q1 |
| NOVUS ADVISORS, LLC added | 39,447 | $1M | 0.2% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC new | 37,454 | $1M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 35,609 | $1M | 0.2% | 2026-Q1 |
| Global Financial Private Client, LLC added | 34,209 | $1M | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC new | 33,294 | $1M | 0.2% | 2026-Q1 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 31,714 | $1M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 30,443 | $1M | 0.2% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 29,248 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 28,249 | $996K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 28,215 | $994K | 0.2% | 2026-Q1 |
| RICHARDSON FINANCIAL SERVICES INC. added | 27,734 | $977K | 0.2% | 2026-Q1 |
| Balefire, LLC added | 27,178 | $958K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 26,794 | $944K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC new | 24,540 | $865K | 0.1% | 2026-Q1 |
| OARSMAN CAPITAL, INC. trimmed | 24,463 | $862K | 0.1% | 2026-Q1 |
| Ascent Group, LLC added | 22,216 | $783K | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC added | 22,214 | $783K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 21,392 | $754K | 0.1% | 2026-Q1 |
| Balboa Wealth Partners added | 20,484 | $722K | 0.1% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 19,751 | $696K | 0.1% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 19,311 | $681K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. new | 16,911 | $618K | 0.1% | 2026-Q1 |
| ZEGA Investments, LLC trimmed | 16,568 | $584K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 16,043 | $565K | 0.1% | 2026-Q1 |
| Betterment LLC added | 13,746 | $484K | 0.1% | 2026-Q1 |
| NWAM LLC new | 11,817 | $416K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 11,180 | $394K | 0.1% | 2026-Q1 |
| Ethic Inc. new | 11,035 | $389K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 10,986 | $387K | 0.1% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 10,781 | $380K | 0.1% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 10,680 | $376K | 0.1% | 2026-Q1 |
| Maridea Wealth Management LLC added | 10,231 | $361K | 0.1% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 9,444 | $333K | 0.1% | 2026-Q1 |
| WealthPoint Financial, LLC | 10,990 | $314K | 0.0% | 2026-Q1 |
| Hibernia Wealth Partners, LLC new | 8,899 | $314K | 0.0% | 2026-Q1 |
| Sanchez Gaunt Capital Management, LLC new | 8,825 | $311K | 0.0% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 7,768 | $299K | 0.0% | 2026-Q1 |
| True Vision MN LLC added | 8,046 | $284K | 0.0% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 7,636 | $269K | 0.0% | 2026-Q1 |
| Wealth Watch Advisors, INC added | 7,419 | $261K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 7,158 | $252K | 0.0% | 2026-Q1 |
| Aegis Wealth Management, Inc. new | 7,145 | $252K | 0.0% | 2026-Q1 |
| Strategic Investment Advisors / MI trimmed | 6,997 | $247K | 0.0% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC trimmed | 6,800 | $240K | 0.0% | 2026-Q1 |
| Kelly Financial Services LLC trimmed | 6,695 | $236K | 0.0% | 2026-Q1 |
| Capital Asset Advisory Services LLC trimmed | 5,878 | $208K | 0.0% | 2026-Q1 |
| Sowell Financial Services LLC new | 5,894 | $208K | 0.0% | 2026-Q1 |
| Austin Private Wealth, LLC trimmed | 294,856 | $8M | 1.3% | 2025-Q4 stale |
| Janney Montgomery Scott LLC new | 28,976 | $789K | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC new | 18,926 | $524K | 0.1% | 2025-Q1 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 17,237 | $492K | 0.1% | 2025-Q4 stale |
| Csenge Advisory Group added | 17,812 | $470K | 0.1% | 2025-Q2 stale |
| Private Advisor Group, LLC trimmed | 15,553 | $446K | 0.1% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC new | 11,322 | $324K | 0.1% | 2025-Q3 stale |
| GTS SECURITIES LLC trimmed | 11,129 | $303K | 0.0% | 2025-Q2 stale |
| Hilltop Holdings Inc. trimmed | 8,214 | $235K | 0.0% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. new | 8,376 | $232K | 0.0% | 2025-Q1 stale |
| Brookwood Investment Group LLC new | 7,592 | $217K | 0.0% | 2025-Q4 stale |
| Waterloo Capital, L.P. new | 7,800 | $212K | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.