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Compare Managers

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Captrust Financial Advisors ⇄ Cerity Partners LLC

Shared holdings · Q3 2026

SecurityCaptrust Financial… weightCerity Partners LLC weight
No shared common-stock positions this quarter.

Distinctively Captrust Financial…

Distinctively Cerity Partners LLC

Provenance: Overlap computed live from both managers' parsed common-stock positions for Q3 2026. Reported longs only; hedges and non-13F assets are invisible. Methodology