SS SPDR BBG EN RY CM ST N-UI CERY
$33.36
+0.2% 52w: $25.91 – $38.51
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data25.9132.2138.51
Jun 20, 2025 Jul 2, 2026
Institutional holders
125
+24 QoQ
13F value
$620.3M
+66.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$483K calls / — puts
Institutional value by quarter
Number of holders
Who owns CERY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | Index provider | 5.7M | $201.0M | 0.0% | +1.7% |
| LPL Financial LLC | Bank broker | 1.6M | $57.0M | 0.0% | +64.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $48.8M | 0.0% | +47.7% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.2M | $41.9M | 0.2% | +11.6% |
| JANE STREET GROUP, LLC | Market maker | 928.3K | $32.7M | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 855.8K | $30.2M | 0.1% | +34.5% |
| Cambria Investment Management, L.P. | Other | 458.6K | $16.2M | 0.9% | +5.7% |
| Cerity Partners LLC | Diversified mechanical | 385.5K | $13.6M | 0.0% | New |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 353.2K | $12.4M | 0.1% | +5.3% |
| Tidal Investments LLC | Diversified mechanical | 347.4K | $12.2M | 0.0% | +670.9% |
| CONTINUUM WEALTH ADVISORS, LLC | Wealth advisor | 343.4K | $12.1M | 5.0% | +3145.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 230.1K | $8.1M | 0.0% | +1093.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 208.8K | $7.4M | 0.0% | +11.3% |
| Empowered Funds, LLC | Diversified mechanical | 205.5K | $7.2M | 0.0% | +9.4% |
| Aspire Private Capital, LLC | Wealth advisor | 202.7K | $7.1M | 1.6% | +32.3% |
| Private Advisory Group LLC | Other | 178.4K | $6.3M | 0.4% | +27.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 163.3K | $5.8M | 0.0% | +86.9% |
| LANDMARK WEALTH MANAGEMENT, INC. | Wealth advisor | 152.6K | $5.4M | 2.0% | +39.7% |
| Leo Wealth, LLC | Wealth advisor | 127.1K | $4.5M | 0.3% | +4.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 123.8K | $4.4M | 0.0% | +3.0% |
| Cetera Investment Advisers | Wealth advisor | 118.8K | $4.2M | 0.0% | +70.6% |
| HighTower Advisors, LLC | Diversified mechanical | 113.9K | $4.0M | 0.0% | +77.1% |
| International Private Wealth Advisors LLC | Wealth advisor | 110.1K | $3.9M | 2.4% | +7.7% |
| Raleigh Capital Management Inc. | Other | 109.5K | $3.9M | 1.3% | +45.9% |
| Signal Advisors Wealth, LLC | Wealth advisor | 109.3K | $3.9M | 0.3% | +43.9% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 94.4K | $3.3M | 0.1% | +38.8% |
| AE Wealth Management LLC | Wealth advisor | 76.7K | $2.7M | 0.0% | +38.6% |
| Sharkey, Howes & Javer | Wealth advisor | 74.8K | $2.6M | 0.4% | +10.6% |
| AlTi Global, Inc. | Wealth advisor | 72.6K | $2.5M | 0.1% | New |
| CreativeOne Wealth, LLC | Wealth advisor | 69.5K | $2.4M | 0.1% | +60.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 67.9K | $2.4M | 0.0% | +200.1% |
| Capital Investment Management, Inc. | Wealth advisor | 67.5K | $2.4M | 0.8% | +0.1% |
| Valtinson Bruner Financial Planning LLC | Wealth advisor | 60.7K | $2.1M | 0.6% | +15.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 56.6K | $2.0M | 0.0% | +72.2% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 46.5K | $1.6M | 0.1% | +49.3% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 46.3K | $1.6M | 0.0% | +217.8% |
| Simplicity Wealth,LLC | Wealth advisor | 45.1K | $1.6M | 0.1% | +17.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 43.8K | $1.5M | 0.0% | -14.6% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 42.9K | $1.5M | 0.0% | -0.9% |
| Virtu Financial LLC | Market maker | 41.5K | $1.5M | 0.1% | New |
| Legacy Wealth Partners, LLC | Wealth advisor | 41.0K | $1.4M | 0.4% | +45.5% |
| NOVUS ADVISORS, LLC | Wealth advisor | 39.4K | $1.4M | 3.1% | +33.2% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 37.5K | $1.3M | 0.0% | New |
| Belpointe Asset Management LLC | Wealth advisor | 35.6K | $1.3M | 0.0% | +3.0% |
| Global Financial Private Client, LLC | Wealth advisor | 34.2K | $1.2M | 0.4% | +38.3% |
| Midwest Financial Network, LLC | Wealth advisor | 33.5K | $1.2M | 0.9% | +73.1% |
| HighPoint Advisor Group LLC | Wealth advisor | 33.3K | $1.2M | 0.0% | New |
| LOCKERMAN FINANCIAL GROUP, INC. | Wealth advisor | 31.7K | $1.1M | 2.0% | +59.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 30.4K | $1.1M | 0.0% | +2.7% |
| RFG Advisory, LLC | Wealth advisor | 29.2K | $1.0M | 0.0% | -2.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.