Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
14 tracked funds added or opened CET while 8 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
CET’s largest tracked holder by dollar value, Atlas Wealth LLC, sizes it at 4.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.6pp 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 2026-Q1 and 2026-Q2, across 90 tracked filers holding CET, 38 increased or opened the position and 37 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 CET 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 2
- Atlas Wealth LLC$32M
- VAQUERO PRIVATE WEALTH, LTD$1M
Full exits 4
- COHEN & STEERS, INC.$2M
- HighTower Advisors, LLC$1M
- Cambridge Investment Research Advisors, Inc.$777K
- S&CO INC$768K
Largest adds
- Bulldog Investors, LLP$4M
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$3M
- RAYMOND JAMES FINANCIAL INC$853K
- CHILTON INVESTMENT CO INC.$823K
- 1607 Capital Partners, LLC$526K
- Pathstone Holdings, LLC$399K
Largest trims
- Rockefeller Capital Management L.P.$12M
- PINNACLE ASSOCIATES LTD$2M
- Thomas J. Herzfeld Advisors, Inc.$1M
- Integrated Wealth Concepts LLC$289K
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 |
|---|---|---|---|---|
| Atlas Wealth LLC new | 615,562 | $32M | 14.4% | 2026-Q2 |
| Bulldog Investors, LLP added | 447,259 | $23M | 10.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 390,294 | $20M | 9.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 385,055 | $20M | 9.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 300,407 | $16M | 7.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 198,726 | $10M | 4.6% | 2026-Q2 |
| 1607 Capital Partners, LLC | 188,443 | $10M | 4.4% | 2026-Q2 |
| CHILTON INVESTMENT CO INC. added | 117,162 | $6M | 2.7% | 2026-Q2 |
| BRASADA CAPITAL MANAGEMENT, LP trimmed | 0 | $6M | 2.7% | 2026-Q2 |
| THIRD AVENUE MANAGEMENT LLC | 101,812 | $5M | 2.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 94,431 | $5M | 2.2% | 2026-Q2 |
| Matisse Capital | 65,000 | $3M | 1.5% | 2026-Q2 |
| Douglass Winthrop Advisors, LLC added | 61,439 | $3M | 1.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 59,153 | $3M | 1.4% | 2026-Q2 |
| Colonial Trust Advisors added | 50,745 | $3M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 50,205 | $3M | 1.2% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 46,777 | $2M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 43,768 | $2M | 1.0% | 2026-Q2 |
| CSS LLC/IL trimmed | 40,607 | $2M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 38,181 | $2M | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 36,007 | $2M | 0.8% | 2026-Q2 |
| ROBERTS GLORE & CO INC /IL/ trimmed | 34,742 | $2M | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 32,457 | $2M | 0.8% | 2026-Q2 |
| Capital Investment Advisors, LLC | 30,855 | $2M | 0.7% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. added | 28,121 | $1M | 0.7% | 2026-Q2 |
| Uncommon Cents Investing LLC trimmed | 27,920 | $1M | 0.7% | 2026-Q2 |
| Shaker Financial Services, LLC added | 26,884 | $1M | 0.6% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 23,968 | $1M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 23,441 | $1M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 21,900 | $1M | 0.5% | 2026-Q2 |
| FFT WEALTH MANAGEMENT LLC | 21,596 | $1M | 0.5% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 18,353 | $963K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,799 | $934K | 0.4% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 16,976 | $890K | 0.4% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 16,394 | $860K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 16,000 | $839K | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 14,874 | $780K | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,633 | $768K | 0.3% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 14,074 | $738K | 0.3% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 13,960 | $732K | 0.3% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC | 13,678 | $717K | 0.3% | 2026-Q2 |
| Joel Isaacson & Co., LLC | 13,210 | $693K | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 11,833 | $621K | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 10,957 | $575K | 0.3% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 10,787 | $566K | 0.3% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 10,240 | $537K | 0.2% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 10,578 | $525K | 0.2% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. | 9,175 | $481K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 8,763 | $460K | 0.2% | 2026-Q2 |
| Accel Wealth Management added | 8,748 | $459K | 0.2% | 2026-Q2 |
| Advisory Advocates, LLC added | 8,578 | $450K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 8,008 | $420K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 7,763 | $407K | 0.2% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 7,029 | $369K | 0.2% | 2026-Q2 |
| Mariner, LLC new | 6,974 | $366K | 0.2% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 6,315 | $331K | 0.1% | 2026-Q2 |
| Nitor Capital Management LLC | 6,241 | $327K | 0.1% | 2026-Q2 |
| BECK MACK & OLIVER LLC added | 5,863 | $308K | 0.1% | 2026-Q2 |
| Evanson Financial, LLC new | 5,653 | $296K | 0.1% | 2026-Q2 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 5,186 | $272K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,128 | $269K | 0.1% | 2026-Q2 |
| United Financial Planning Group LLC new | 5,009 | $263K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,993 | $262K | 0.1% | 2026-Q2 |
| Approach Retirement Advisors, LLC | 4,967 | $261K | 0.1% | 2026-Q2 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4,875 | $256K | 0.1% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 4,620 | $242K | 0.1% | 2026-Q2 |
| ROBOTTI ROBERT | 4,376 | $230K | 0.1% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. | 4,376 | $230K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4,331 | $227K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 4,200 | $220K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 4,128 | $217K | 0.1% | 2026-Q2 |
| Symmetry Partners, LLC new | 4,091 | $215K | 0.1% | 2026-Q2 |
| Lummis Asset Management, LP | 3,036 | $159K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,756 | $92K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 1,435 | $75K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 1,119 | $59K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC new | 1,000 | $52K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 796 | $42K | 0.0% | 2026-Q2 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC new | 761 | $40K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 674 | $35K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT new | 546 | $29K | 0.0% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC | 543 | $29K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 515 | $27K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 432 | $23K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC added | 409 | $21K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 345 | $18K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 268 | $14K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 95 | $5K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 56 | $3K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2 | $105 | 0.0% | 2026-Q2 |
| COHEN & STEERS, INC. new | 44,000 | $2M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 29,040 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 15,652 | $777K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| S&CO INC trimmed | 15,469 | $768K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| NEVILLE RODIE & SHAW INC trimmed | 9,000 | $447K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC trimmed | 7,422 | $369K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GUGGENHEIM CAPITAL LLC trimmed | 7,004 | $355K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Quad-Cities Investment Group, LLC trimmed | 5,976 | $303K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AQR Arbitrage LLC trimmed | 44,081 | $2M | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Sippican Capital Advisors | 6,000 | $308K | 0.1% | 2025-Q3 stale (3 quarters behind) |
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.