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Security record · archived quarter

CERY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
23Tracked holders
+3Δ holders
12.25MShares held
$431.57MReported value
+6New positions
−3Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +15.0% · share flow +30.0% · net new positions +13.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 -3 11.85M $396.13M +2 −5
Q1 2026 23 +3 12.25M $431.57M +6 −3
Q4 2025 20 +1 8.73M $249.29M +1 n/a
Q3 2025 2 0 6.72M $192.62M n/a n/a
Q2 2025 1 0 5.16M $140.51M n/a n/a
Q1 2025 1 +1 6.12M $169.71M +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors ✦ (passive) 5.70M +1.6% $200.99M 0.0% ▲ Add 5 SEC ↗
2 LPL Financial LLC 1.62M +64.2% $56.96M 0.0% ▲ Add 2 SEC ↗
3 Envestnet Asset Management Inc 1.38M +47.7% $48.78M 0.0% ▲ Add 2 SEC ↗
4 Jane Street Group, Llc 928.33K New $32.71M 0.0% New 1 SEC ↗
5 Assetmark, Inc 855.81K +34.5% $30.16M 0.1% ▲ Add 2 SEC ↗
6 Cerity Partners LLC 385.48K New $13.58M 0.0% New 1 SEC ↗
7 Tidal Investments LLC 347.36K +670.9% $12.24M 0.0% ▲ Add 2 SEC ↗
8 Wells Fargo & Company/Mn 230.07K +1093.9% $8.11M 0.0% ▲ Add 2 SEC ↗ ×4
9 Raymond James Financial Inc 208.84K +11.3% $7.36M 0.0% ▲ Add 2 SEC ↗ ×2
10 Bank Of America Corp /De/ 163.31K +86.9% $5.76M 0.0% ▲ Add 2 SEC ↗ ×2
11 Cetera Investment Advisers 118.82K +70.6% $4.19M 0.0% ▲ Add 2 SEC ↗
12 HighTower Advisors, LLC 113.92K +77.1% $4.01M 0.0% ▲ Add 2 SEC ↗
13 Goldman Sachs Group ✦ 67.89K +200.1% $2.39M 0.0% ▲ Add 2 SEC ↗
14 Mml Investors Services, Llc 56.58K +72.2% $1.99M 0.0% ▲ Add 2 SEC ↗
15 Osaic Holdings, Inc. 28.25K +36.6% $995,541 0.0% ▲ Add 2 SEC ↗ ×3
16 Susquehanna International Group, Llp 26.79K +235.3% $944,221 0.0% ▲ Add 2 SEC ↗
17 Citadel Advisors ✦ 7.16K New $252,248 0.0% New 1 SEC ↗
18 Cwm, Llc 1.96K +10.7% $69,035 0.0% ▲ Add 2 SEC ↗
19 Northwestern Mutual Wealth… 1.40K 0.0% $49,477 0.0% Held 2 SEC ↗
20 Fifth Third Bancorp 374 New $13,180 0.0% New 1 SEC ↗
21 Morgan Stanley ✦ 195 -69.2% $6,871 0.0% ▼ Trim 3 SEC ↗ ×2
22 JPMorgan Chase ✦ 62 New $2,196 0.0% New 1 SEC ↗
23 Pnc Financial Services Group, Inc. 56 New $1,973 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Jane Street Group, Llc $32.71M 0.0%
Cerity Partners LLC $13.58M 0.0%
Citadel Advisors $252,248 0.0%
Fifth Third Bancorp $13,180 0.0%
JPMorgan Chase $2,196 0.0%
Pnc Financial Services Group… $1,973 0.0%

Exited

Royal Bank Of Canada $46,000 was 0.0%
Us Bancorp \De\ $9,279 was 0.0%
UBS Group AG $5,796 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 123 holders, 17.56M shares, $599.35M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API