223 tracked 13F filers disclose a position in CERT as of the latest SEC 13F filings, a combined $751.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $81.6M | 14.3M | ▲+2.7% Added · +381K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $48.8M | 8.6M | ▲+2.1% Added · +175K sh | Q1 2026 | |
| 3 | DEERFIELD MANAGEMENT COMPANY, L.P. | $44.5M | 7.8M | —Held | Q1 2026 | |
| 4 | Haveli Investment Management LLC | $48.5M | 7.4M | ▲New +7.4M sh | Q2 2026 | |
| 5 | Jefferies Financial Group Inc. | $46.4M | 7.1M | ▲+3.4% Added · +233K sh | Q2 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $34.0M | 6.0M | →First observed position No prior filed position | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $30.6M | 5.4M | →First observed position No prior filed position | Q1 2026 | |
| 8 | STATE STREET CORP | $31.6M | 4.8M | ▲+22% Added · +881K sh | Q2 2026 | |
| 9 | ArrowMark Colorado Holdings LLC | $26.2M | 4.6M | ▼−16% Reduced · −893K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $25.9M | 4.5M | ▲+42% Added · +1.4M sh | Q1 2026 | |
| 11 | WASATCH ADVISORS LP | $28.2M | 4.3M | ▼−18% Reduced · −973K sh | Q2 2026 | |
| 12 | UBS Group AG | $19.5M | 3.4M | ▲+37% Added · +931K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $18.5M | 3.2M | ▼−36% Reduced · −1.8M sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $20.6M | 3.1M | ▲+49% Added · +1.0M sh | Q2 2026 | |
| 15 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $15.3M | 2.7M | ▲+18% Added · +403K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $12.8M | 2.2M | ▲+42% Added · +665K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $11.6M | 2.0M | ▲+292% Added · +1.5M sh | Q1 2026 | |
| 18 | Kopion Asset Management, LLC | $12.2M | 1.9M | ▲+44% Added · +570K sh | Q2 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $9.1M | 1.6M | ▲+71% Added · +663K sh | Q1 2026 | |
| 20 | Dixon Mitchell Investment Counsel Inc. | $10.1M | 1.5M | ▲+0.5% Added · +8K sh | Q2 2026 | |
| 21 | Gotham Asset Management, LLC | $8.1M | 1.4M | ▲+121% Added · +774K sh | Q1 2026 | |
| 22 | T. Rowe Price Investment Management, Inc. | Withheld | 1.3M | ▲+61% Added · +508K sh | Q1 2026 | |
| 23 | Tejara Capital Ltd | $8.5M | 1.3M | ▲+63% Added · +501K sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $7.3M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 25 | MILLENNIUM MANAGEMENT LLC | $7.2M | 1.3M | ▼−53% Reduced · −1.4M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in CERT and 31 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 111 funds | $198.1B |
| NVIDIA CORPNVDA | 110 funds | $292.8B |
| AMAZON.COM INCAMZN | 110 funds | $146.0B |
| META PLATFORMS INC-CLASS AMETA | 110 funds | $86.2B |
| UNITEDHEALTH GROUP INCUNH | 109 funds | $22.0B |
| ELI LILLY & COLLY | 108 funds | $59.8B |
| CHEVRON CORPCVX | 105 funds | $21.9B |
| LAM RESEARCH CORPLRCX | 104 funds | $24.2B |
| MASTERCARD INC - AMA | 103 funds | $39.2B |
| APPLE INCAAPL | 102 funds | $219.1B |
| VISA INC-CLASS A SHARESV | 102 funds | $44.3B |
| COSTCO WHOLESALE CORPCOST | 102 funds | $27.9B |
Ranked by how many of CERT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 11, 2025 | Feehery William F | CHIEF EXECUTIVE OFFICER, Director | Buy (P) | 24K | $200K |
| Sep 9, 2025 | Pedersen Leif E | PRESIDENT, CHIEF COMMERCAL OFF | Sell (S) | 51K | $559K |
| Oct 7, 2024 | SMITH PATRICK F | PRESIDENT, DRUG DEV SOLUTIONS | Sell (S) | 5K | $60K |
| Sep 9, 2024 | Pedersen Leif E | PRESIDENT, CHIEF COMMERCAL OFF | Sell (S) | 51K | $578K |
| Apr 2, 2024 | SMITH PATRICK F | PRESIDENT, DRUG DEV SOLUTIONS | Sell (S) | 422 | $7K |
| Apr 2, 2024 | SMITH PATRICK F | PRESIDENT, DRUG DEV SOLUTIONS | Sell (S) | 5K | $79K |
| Apr 2, 2024 | SMITH PATRICK F | PRESIDENT, DRUG DEV SOLUTIONS | Sell (S) | 328 | $6K |
| Apr 2, 2024 | SMITH PATRICK F | PRESIDENT, DRUG DEV SOLUTIONS | Sell (S) | 3K | $51K |
| Apr 2, 2024 | SMITH PATRICK F | PRESIDENT, DRUG DEV SOLUTIONS | Sell (S) | 649 | $12K |
| Apr 2, 2024 | SMITH PATRICK F | PRESIDENT, DRUG DEV SOLUTIONS | Sell (S) | 5K | $88K |
| Apr 1, 2024 | Traynor Richard M. | SVP AND GENERAL COUNSEL | Sell (S) | 3K | $54K |
| Mar 4, 2024 | Traynor Richard M. | SVP AND GENERAL COUNSEL | Sell (S) | 3K | $55K |
Connected entities for CERT
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CERT/capital-change-brief"
Use Arkolith's capital_change_brief for CERT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CERT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.