Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
18 tracked funds added or opened CERY while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 122 tracked filers holding CERY, 80 increased or opened the position and 58 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 2026-Q1 and 2026-Q2 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 3
- New York Life Investment Management LLC$5M
- SMART Wealth LLC$2M
- Founders Financial Alliance, LLC$719K
Full exits 8
- JANE STREET GROUP, LLC$33M
- PARK AVENUE SECURITIES LLC$12M
- Leo Wealth, LLC$4M
- Cambridge Investment Research Advisors, Inc.$4M
- HighTower Advisors, LLC$4M
- GOLDMAN SACHS GROUP INC$2M
Largest adds
- Private Advisory Group LLC$8M
- STATE STREET CORP$7M
- AlTi Global, Inc.$4M
- RAYMOND JAMES FINANCIAL INC$4M
- Envestnet Portfolio Solutions, Inc.$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
Largest trims
- Tidal Investments LLC$10M
- ASSETMARK, INC$2M
- Sharkey, Howes & Javer$1M
- CreativeOne Wealth, LLC$1M
- BANK OF AMERICA CORP /DE/$955K
- AXXCESS WEALTH MANAGEMENT, LLC$483K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STATE STREET CORP added | 6,225,233 | $208M | 35.8% | 2026-Q2 |
| LPL Financial LLC added | 1,727,861 | $58M | 9.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,511,351 | $51M | 8.7% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 1,342,660 | $45M | 7.7% | 2026-Q2 |
| ASSETMARK, INC trimmed | 849,036 | $28M | 4.9% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 470,072 | $16M | 2.7% | 2026-Q2 |
| Private Advisory Group LLC added | 437,134 | $15M | 2.5% | 2026-Q2 |
| CONTINUUM WEALTH ADVISORS, LLC added | 407,023 | $14M | 2.3% | 2026-Q2 |
| Cerity Partners LLC added | 401,953 | $13M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 336,165 | $11M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 239,481 | $8M | 1.4% | 2026-Q2 |
| Empowered Funds, LLC added | 209,537 | $7M | 1.2% | 2026-Q2 |
| Aspire Private Capital, LLC added | 209,445 | $7M | 1.2% | 2026-Q2 |
| AlTi Global, Inc. added | 204,400 | $7M | 1.2% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 165,718 | $6M | 1.0% | 2026-Q2 |
| New York Life Investment Management LLC new | 160,775 | $5M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 143,579 | $5M | 0.8% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 130,572 | $4M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 122,481 | $4M | 0.7% | 2026-Q2 |
| Raleigh Capital Management Inc. added | 116,452 | $4M | 0.7% | 2026-Q2 |
| International Private Wealth Advisors LLC trimmed | 109,387 | $4M | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 106,238 | $4M | 0.6% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 100,384 | $3M | 0.6% | 2026-Q2 |
| AE Wealth Management LLC added | 85,845 | $3M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 82,805 | $3M | 0.5% | 2026-Q2 |
| Capital Investment Management, Inc. added | 67,523 | $2M | 0.4% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 65,477 | $2M | 0.4% | 2026-Q2 |
| Tidal Investments LLC trimmed | 56,365 | $2M | 0.3% | 2026-Q2 |
| Midwest Financial Network, LLC added | 54,583 | $2M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 47,612 | $2M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 47,311 | $2M | 0.3% | 2026-Q2 |
| SMART Wealth LLC new | 47,069 | $2M | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC added | 46,512 | $2M | 0.3% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 45,575 | $2M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 42,149 | $1M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 40,402 | $1M | 0.2% | 2026-Q2 |
| NOVUS ADVISORS, LLC added | 40,380 | $1M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 39,454 | $1M | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC | 37,454 | $1M | 0.2% | 2026-Q2 |
| Global Financial Private Client, LLC added | 35,959 | $1M | 0.2% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 35,436 | $1M | 0.2% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 35,411 | $1M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 34,517 | $1M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 32,681 | $1M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 29,000 | $969K | 0.2% | 2026-Q2 |
| Balefire, LLC trimmed | 26,862 | $898K | 0.2% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. trimmed | 26,816 | $896K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 24,409 | $816K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 23,421 | $783K | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC added | 23,395 | $782K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance added | 22,054 | $737K | 0.1% | 2026-Q2 |
| Ascent Group, LLC trimmed | 21,863 | $731K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC new | 21,505 | $719K | 0.1% | 2026-Q2 |
| WealthPoint Financial, LLC added | 19,838 | $663K | 0.1% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 19,827 | $662K | 0.1% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 19,220 | $643K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 19,027 | $636K | 0.1% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 17,980 | $601K | 0.1% | 2026-Q2 |
| World Investment Advisors added | 17,281 | $582K | 0.1% | 2026-Q2 |
| OARSMAN CAPITAL, INC. trimmed | 17,265 | $577K | 0.1% | 2026-Q2 |
| Ethic Inc. added | 16,626 | $556K | 0.1% | 2026-Q2 |
| ZEGA Investments, LLC trimmed | 16,054 | $537K | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 13,550 | $453K | 0.1% | 2026-Q2 |
| Hibernia Wealth Partners, LLC added | 13,005 | $435K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 12,755 | $426K | 0.1% | 2026-Q2 |
| Balboa Wealth Partners trimmed | 12,724 | $425K | 0.1% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 12,089 | $404K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 11,957 | $400K | 0.1% | 2026-Q2 |
| NWAM LLC added | 11,862 | $397K | 0.1% | 2026-Q2 |
| BlueChip Wealth Advisors LLC new | 11,622 | $389K | 0.1% | 2026-Q2 |
| Wealth Watch Advisors, INC added | 10,118 | $338K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 9,369 | $313K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 9,169 | $307K | 0.1% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed | 8,828 | $295K | 0.1% | 2026-Q2 |
| Sanchez Gaunt Capital Management, LLC trimmed | 8,575 | $287K | 0.0% | 2026-Q2 |
| Spinnaker Investment Group, LLC new | 7,872 | $263K | 0.0% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 7,497 | $251K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 7,322 | $245K | 0.0% | 2026-Q2 |
| Hobbs Group Advisors, LLC new | 7,170 | $240K | 0.0% | 2026-Q2 |
| Kelly Financial Services LLC added | 6,921 | $231K | 0.0% | 2026-Q2 |
| Ruggiero Investments, Inc. new | 6,917 | $231K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 6,870 | $230K | 0.0% | 2026-Q2 |
| Sowell Financial Services LLC added | 6,783 | $227K | 0.0% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 6,709 | $224K | 0.0% | 2026-Q2 |
| October Effect Ltd new | 6,667 | $223K | 0.0% | 2026-Q2 |
| FSA Advisors, Inc. new | 6,656 | $222K | 0.0% | 2026-Q2 |
| PCB Capital LLC new | 6,474 | $216K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 6,040 | $202K | 0.0% | 2026-Q2 |
| Strategic Investment Advisors / MI trimmed | 5,738 | $192K | 0.0% | 2026-Q2 |
| Richard W. Paul & Associates, LLC added | 5,665 | $189K | 0.0% | 2026-Q2 |
| Triumph Capital Management trimmed | 5,342 | $179K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 5,268 | $175K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 3,553 | $119K | 0.0% | 2026-Q2 |
| UBS Group AG added | 2,143 | $72K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 1,921 | $64K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,489 | $50K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,460 | $48K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 1,160 | $39K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,000 | $33K | 0.0% | 2026-Q2 |
| Cohalo Advisory LLC trimmed | 861 | $29K | 0.0% | 2026-Q2 |
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.