Who owns CET (CET)
Which tracked institutional funds hold CET, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CET 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
4 tracked funds added or opened CET while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
CET’s largest tracked holder by dollar value, Rockefeller Capital Management L.P., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CET 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 88 tracked filers holding CET, 18 increased or opened the position and 39 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 CET 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 1
- COHEN & STEERS, INC.$2M
Largest adds
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$2M
- Steward Partners Investment Advisory, LLC$1M
- CALDWELL SUTTER CAPITAL, INC.$438K
Largest trims
- Rockefeller Capital Management L.P.$8M
- Shaker Financial Services, LLC$4M
- RAYMOND JAMES FINANCIAL INC$1M
- Thomas J. Herzfeld Advisors, Inc.$954K
- MORGAN STANLEY$715K
- WELLS FARGO & COMPANY/MN$405K
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 |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. trimmed | 658,232 | $33M | 16.6% | 2026-Q1 |
| Bulldog Investors, LLP added | 396,467 | $20M | 10.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 349,922 | $17M | 8.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 300,106 | $15M | 7.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 202,913 | $10M | 5.1% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 188,443 | $9M | 4.7% | 2026-Q1 |
| BRASADA CAPITAL MANAGEMENT, LP added | 126,070 | $6M | 3.2% | 2026-Q1 |
| CHILTON INVESTMENT CO INC. | 107,162 | $5M | 2.7% | 2026-Q1 |
| THIRD AVENUE MANAGEMENT LLC | 101,812 | $5M | 2.6% | 2026-Q1 |
| Pathstone Holdings, LLC added | 91,708 | $5M | 2.3% | 2026-Q1 |
| Matisse Capital | 65,000 | $3M | 1.6% | 2026-Q1 |
| Douglass Winthrop Advisors, LLC | 59,439 | $3M | 1.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 57,564 | $3M | 1.4% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD | 52,590 | $3M | 1.3% | 2026-Q1 |
| UBS Group AG trimmed | 51,649 | $3M | 1.3% | 2026-Q1 |
| Colonial Trust Advisors | 50,542 | $3M | 1.3% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 49,597 | $2M | 1.2% | 2026-Q1 |
| COHEN & STEERS, INC. new | 44,000 | $2M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 43,792 | $2M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 43,543 | $2M | 1.1% | 2026-Q1 |
| CSS LLC/IL | 42,607 | $2M | 1.1% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 36,505 | $2M | 0.9% | 2026-Q1 |
| ROBERTS GLORE & CO INC /IL/ trimmed | 34,966 | $2M | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 32,676 | $2M | 0.8% | 2026-Q1 |
| Capital Investment Advisors, LLC | 30,855 | $2M | 0.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 30,580 | $2M | 0.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 29,391 | $1M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 29,040 | $1M | 0.7% | 2026-Q1 |
| Uncommon Cents Investing LLC trimmed | 28,735 | $1M | 0.7% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 25,119 | $1M | 0.6% | 2026-Q1 |
| CALDWELL SUTTER CAPITAL, INC. added | 24,264 | $1M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP | 21,900 | $1M | 0.6% | 2026-Q1 |
| FFT WEALTH MANAGEMENT LLC | 21,596 | $1M | 0.5% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | 18,353 | $911K | 0.5% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 17,091 | $849K | 0.4% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 16,394 | $814K | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 15,851 | $787K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 15,652 | $777K | 0.4% | 2026-Q1 |
| S&CO INC trimmed | 15,469 | $768K | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 15,428 | $766K | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,741 | $732K | 0.4% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 14,699 | $730K | 0.4% | 2026-Q1 |
| Diversified Trust Co | 13,960 | $693K | 0.4% | 2026-Q1 |
| Parkwoods Wealth Partners, LLC | 13,678 | $679K | 0.3% | 2026-Q1 |
| Joel Isaacson & Co., LLC | 13,210 | $656K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,511 | $621K | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 11,833 | $588K | 0.3% | 2026-Q1 |
| Formidable Asset Management, LLC added | 10,990 | $557K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 10,962 | $544K | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 10,957 | $544K | 0.3% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 10,476 | $520K | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 9,405 | $467K | 0.2% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. trimmed | 9,175 | $456K | 0.2% | 2026-Q1 |
| NEVILLE RODIE & SHAW INC trimmed | 9,000 | $447K | 0.2% | 2026-Q1 |
| Accel Wealth Management | 8,704 | $432K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 7,422 | $369K | 0.2% | 2026-Q1 |
| Advisory Advocates, LLC added | 6,675 | $332K | 0.2% | 2026-Q1 |
| Nitor Capital Management LLC | 6,241 | $310K | 0.2% | 2026-Q1 |
| Confluence Wealth Services, Inc. trimmed | 6,007 | $298K | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 5,912 | $294K | 0.1% | 2026-Q1 |
| BECK MACK & OLIVER LLC | 5,862 | $291K | 0.1% | 2026-Q1 |
| Evanson Asset Management, LLC | 5,653 | $281K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC new | 5,344 | $265K | 0.1% | 2026-Q1 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 5,186 | $258K | 0.1% | 2026-Q1 |
| Approach Retirement Advisors, LLC | 4,967 | $247K | 0.1% | 2026-Q1 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4,875 | $242K | 0.1% | 2026-Q1 |
| Stolper Co | 4,477 | $222K | 0.1% | 2026-Q1 |
| Smithfield Trust Co trimmed | 4,403 | $219K | 0.1% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. | 4,376 | $217K | 0.1% | 2026-Q1 |
| ROBOTTI ROBERT | 4,376 | $217K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4,331 | $215K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,220 | $210K | 0.1% | 2026-Q1 |
| Lummis Asset Management, LP | 3,036 | $151K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC | 1,699 | $84K | 0.0% | 2026-Q1 |
| Noble Wealth Management PBC | 1,435 | $71K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 1,146 | $57K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,079 | $54K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC new | 1,000 | $50K | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 666 | $33K | 0.0% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC | 543 | $27K | 0.0% | 2026-Q1 |
| AQR Arbitrage LLC trimmed | 44,081 | $2M | 1.1% | 2025-Q3 stale |
| Thrivent Financial for Lutherans | 27,265 | $1M | 0.7% | 2025-Q1 stale |
| Almitas Capital LLC added | 15,735 | $707K | 0.4% | 2025-Q1 stale |
| GUGGENHEIM CAPITAL LLC trimmed | 7,004 | $355K | 0.2% | 2025-Q4 stale |
| Sippican Capital Advisors | 6,000 | $308K | 0.2% | 2025-Q3 stale |
| Quad-Cities Investment Group, LLC trimmed | 5,976 | $303K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. | 6,532 | $294K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,808 | $278K | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC trimmed | 5,360 | $256K | 0.1% | 2025-Q2 stale |
| Vident Advisory, LLC trimmed | 4,478 | $230K | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC new | 4,529 | $230K | 0.1% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 4,250 | $218K | 0.1% | 2025-Q3 stale |
| JOHNSON INVESTMENT COUNSEL INC | 4,205 | $216K | 0.1% | 2025-Q3 stale |
| VISTA INVESTMENT PARTNERS II, LLC trimmed | 3,954 | $201K | 0.1% | 2025-Q4 stale |
| TruNorth Capital Management, LLC | 2,589 | $133K | 0.1% | 2025-Q3 stale |
| CoreCap Advisors, LLC added | 1,800 | $81K | 0.0% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC | 1,307 | $63K | 0.0% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ added | 1,170 | $59K | 0.0% | 2025-Q4 stale |
| Wealthspire Advisors, LLC new | 800 | $41K | 0.0% | 2025-Q3 stale |
| Ancora Advisors LLC | 546 | $26K | 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.