Security record · archived quarter
CERY
name pending profile ingest
23Tracked holders
+3Δ holders
12.25MShares held
$431.57MReported value
+6New positions
−3Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 2 | 0 | 6.72M | $192.62M | — | — |
| Q2 2025 | 1 | 0 | 5.16M | $140.51M | — | — |
| Q1 2025 | 1 | +1 | 6.12M | $169.71M | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 9 | Wells Fargo & Company/Mn | 230.07K | +1093.9% | $8.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 230.07K | +1093.9% | $8.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 230.07K | +1093.9% | $8.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 208.84K | +11.3% | $7.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 208.84K | +11.3% | $7.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 163.31K | +86.9% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 163.31K | +86.9% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 118.82K | +70.6% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 113.92K | +77.1% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 67.89K | +200.1% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 56.58K | +72.2% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 28.25K | +36.6% | $995,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 28.25K | +36.6% | $995,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 28.25K | +36.6% | $995,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 26.79K | +235.3% | $944,221 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 7.16K | New | $252,248 | 0.0% | New | 1 | SEC ↗ |
| 25 | Cwm, Llc | 1.96K | +10.7% | $69,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.40K | 0.0% | $49,477 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 374 | New | $13,180 | 0.0% | New | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 195 | -69.2% | $6,871 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 195 | -69.2% | $6,871 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 62 | New | $2,196 | 0.0% | New | 1 | SEC ↗ |
| 31 | 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 ·
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