CERY

SS SPDR BBG En Ry CM ST N-Ui$35.46 1.39%
UnclassifiedUSCUSIP 78468R440· EOD Aug 3, 2026◍ Confluence graph
Tracked 13F Holders
101
-41 QoQ
13F Value (tracked)
$580.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)41 adding · 8 trimming
Insider net (180d)$0

Price & smart-money activity

$35.46 1.39%2Y +41.6%
$23.67$27.60$31.53$35.46$39.38Sep 2024Jan 2025JunOctMar 2026Aug1318313122641517399249
Hover for who · click for detailEnd-of-day closing prices52w $27.21 – $38.51

Who owns CERY?

101 tracked 13F filers

101 tracked 13F filers disclose a position in CERY as of the latest SEC 13F filings, a combined $580.5M 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.

#FundPosition valueSharesLast moveAs ofHistory
1STATE STREET CORP
$201.0M
5.7M
+1.6%
Added · +93K sh
Q1 2026
2LPL Financial LLC
$57.0M
1.6M
+64%
Added · +632K sh
Q1 2026
3ENVESTNET ASSET MANAGEMENT INC
$48.8M
1.4M
+48%
Added · +447K sh
Q1 2026
4Envestnet Portfolio Solutions, Inc.
$44.9M
1.3M
+13%
Added · +154K sh
Q2 2026
5JANE STREET GROUP, LLC
$32.7M
928K
New
+928K sh
Q1 2026
6ASSETMARK, INC
$28.4M
849K
−0.8%
Reduced · −7K sh
Q2 2026
7Cambria Investment Management, L.P.
$16.2M
459K
+5.7%
Added · +25K sh
Q1 2026
8CONTINUUM WEALTH ADVISORS, LLC
$13.6M
407K
+19%
Added · +64K sh
Q2 2026
9Cerity Partners LLC
$13.6M
385K
New
+385K sh
Q1 2026
10Tidal Investments LLC
$12.2M
347K
+671%
Added · +302K sh
Q1 2026
11WELLS FARGO & COMPANY/MN
$8.1M
230K
12×
Added · +211K sh
Q1 2026
12Aspire Private Capital, LLC
$7.0M
209K
+3.3%
Added · +7K sh
Q2 2026
13RAYMOND JAMES FINANCIAL INC
$7.4M
209K
+11%
Added · +21K sh
Q1 2026
14Empowered Funds, LLC
$7.2M
206K
+9.4%
Added · +18K sh
Q1 2026
15AlTi Global, Inc.
$6.8M
204K
+182%
Added · +132K sh
Q2 2026
16BANK OF AMERICA CORP /DE/
$5.8M
163K
+87%
Added · +76K sh
Q1 2026
17Signal Advisors Wealth, LLC
$4.4M
131K
+19%
Added · +21K sh
Q2 2026
18Cetera Investment Advisers
$4.2M
119K
+71%
Added · +49K sh
Q1 2026
19Raleigh Capital Management Inc.
$3.9M
116K
+6.3%
Added · +7K sh
Q2 2026
20HighTower Advisors, LLC
$4.0M
114K
+77%
Added · +50K sh
Q1 2026
21PRINCIPAL SECURITIES, INC.
$3.4M
100K
+117%
Added · +54K sh
Q2 2026
22HARBOUR INVESTMENTS, INC.
$3.3M
94K
+39%
Added · +26K sh
Q1 2026
23AE Wealth Management LLC
$2.7M
77K
+39%
Added · +21K sh
Q1 2026
24CreativeOne Wealth, LLC
$2.4M
69K
+60%
Added · +26K sh
Q1 2026
25GOLDMAN SACHS GROUP INC
$2.4M
68K
+200%
Added · +45K 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.

Is CERY being bought or sold by institutions?

Last quarter, 10 funds opened a new position in CERY and 31 added to an existing one, while 8 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).

Opened (NEW)
10
funds
Added
31
funds
Reduced
8
funds
Exited
0
funds

Funds that own CERY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA54 funds$8.0B
APPLE INCAAPL54 funds$6.8B
ALPHABET INC-CL AGOOGL54 funds$3.4B
MICROSOFT CORPMSFT53 funds$4.3B
AMAZON.COM INCAMZN53 funds$4.2B
SS SPDR S&P 500 ETF TRUST-USSPY53 funds$2.4B
META PLATFORMS INC-CLASS AMETA52 funds$2.3B
JPMORGAN CHASE & COJPM52 funds$2.0B
TESLA INCTSLA52 funds$1.7B
SPDR GOLD SHARESGLD52 funds$723.2M
ISHARES CORE S&P 500 ETFIVV51 funds$6.7B
BROADCOM INCAVGO51 funds$2.8B

Ranked by how many of CERY's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

54 funds+22 since Q4 2024
04895Q4 2024Q2 2025Q4 2025Q2 2026
funds holding aggregate valuelatest $131.4M

Share classes

Class13F holdersValue held
BILmc967 funds$23.8B
SPSMmc781 funds$8.5B
JNKmc433 funds$6.9B
SPHYmc415 funds$5.4B
SPYDmc400 funds$1.8B
SHMmc320 funds$2.8B
SPTSmc308 funds$3.7B
SJNKmc307 funds$2.6B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in CERY

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CERY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CERY.
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 CERY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.